John Overdeck’s Everest Group EG Stock Holding History

John Overdeck’s Portfolio EG Stock Details EG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-3,000	Closed	-$822K	–	3135
2021 Q4	$822K	Hold	3,000	–	–	﹤0.01%	2733
2021 Q3	$752K	Sell	3,000 -2,000	-40%	-$513K	﹤0.01%	2887
2021 Q2	$1.26M	Buy	5,000 +3,000	+150%	+$781K	﹤0.01%	2282
2021 Q1	$496K	Buy	2,000 +400	+25%	+$95.2K	﹤0.01%	2941
2020 Q4	$375K	Sell	1,600 -1,000	-38%	-$221K	﹤0.01%	2707
2020 Q3	$514K	Buy	+2,600	New	+$557K	﹤0.01%	2230
2018 Q3	–	Sell	-3,400	Closed	-$784K	–	3271
2018 Q2	$784K	Sell	3,400 -21,100	-86%	-$4.95M	﹤0.01%	2328
2018 Q1	$6.29M	Buy	24,500 +18,000	+277%	+$4.32M	0.02%	829
2017 Q4	$1.44M	Buy	+6,500	New	+$1.47M	﹤0.01%	1707

Other funds holding EG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

John Overdeck's EG Position: Q2 2026 in Review

John Overdeck reduced its Everest Group (EG) stake by 83% in Q2 2026, selling an estimated $14.5M and leaving 8,746 shares worth $3.12M. The position accounts for ﹤0.01% of the portfolio, ranked #2586.

John Overdeck first reported a position in EG in Q4 2017 and has held it in 26 quarters since. The position peaked at $65.5M in Q2 2023. 684 funds tracked by Wall St. Rank hold EG as of Q2 2026.

John Overdeck held 8,746 shares of Everest Group worth $3.12M as of Q2 2026.
John Overdeck sold 42,270 Everest Group shares in Q2 2026, an estimated $14.5M.
Everest Group made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #2586 holding.
John Overdeck first reported a position in Everest Group in Q4 2017 and has held it in 26 quarters since.
John Overdeck's Everest Group position peaked at $65.5M in Q2 2023.
684 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.