Kempner Capital Management’s Everest Group EG Stock Holding History

Kempner Capital Management’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
2025 Q4	$999K	Sell	3,040 -309	-9%	-$102K	0.94%	35
2025 Q3	$1.17M	Sell	3,349 -3,130	-48%	-$1.06M	0.98%	39
2025 Q2	$2.2M	Hold	6,479	–	–	1.18%	32
2025 Q1	$2.35M	Hold	6,479	–	–	1.32%	34
2024 Q4	$2.35M	Hold	6,479	–	–	1.29%	34
2024 Q3	$2.54M	Hold	6,479	–	–	1.3%	33
2024 Q2	$2.47M	Hold	6,479	–	–	1.31%	33
2024 Q1	$2.58M	Hold	6,479	–	–	1.4%	32
2023 Q4	$2.29M	Sell	6,479 -2	-0%	-$775	1.28%	36
2023 Q3	$2.41M	Hold	6,481	–	–	1.45%	32
2023 Q2	$2.22M	Sell	6,481 -6,509	-50%	-$2.35M	1.42%	29
2023 Q1	$4.65M	Hold	12,990	–	–	2.72%	15
2022 Q4	$4.3M	Sell	12,990 -67	-0.5%	-$20.9K	2.61%	16
2022 Q3	$3.43M	Hold	13,057	–	–	2.27%	18
2022 Q2	$3.66M	Hold	13,057	–	–	2.23%	18
2022 Q1	$3.94M	Sell	13,057 -106	-0.8%	-$30.5K	2.16%	19
2021 Q4	$3.61M	Sell	13,163 -42	-0.3%	-$11.4K	2.13%	20
2021 Q3	$3.31M	Hold	13,205	–	–	1.89%	22
2021 Q2	$3.33M	Hold	13,205	–	–	1.89%	20
2021 Q1	$3.27M	Hold	13,205	–	–	1.88%	23
2020 Q4	$3.09M	Hold	13,205	–	–	2.04%	22
2020 Q3	$2.61M	Buy	+13,205	New	+$2.83M	2.09%	24

Other funds holding EG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

AGA

Altrinsic Global Advisors Stamford, Connecticut $2.79B AUM 7.25% 1-Year Est. Return

Kempner Capital Management's EG Position: Q4 2025 in Review

Kempner Capital Management reduced its Everest Group (EG) stake by 9.2% in Q4 2025, selling an estimated $102K and leaving 3,040 shares worth $999K. The position accounts for 0.94% of the portfolio, ranked #35.

Kempner Capital Management first reported a position in EG in Q3 2020 and has held it in 22 quarters since. The position peaked at $4.65M in Q1 2023. 684 funds tracked by Wall St. Rank hold EG as of Q4 2025.

Kempner Capital Management held 3,040 shares of Everest Group worth $999K as of Q4 2025.
Kempner Capital Management sold 309 Everest Group shares in Q4 2025, an estimated $102K.
Everest Group made up 0.94% of Kempner Capital Management's portfolio in Q4 2025, its #35 holding.
Kempner Capital Management first reported a position in Everest Group in Q3 2020 and has held it in 22 quarters since.
Kempner Capital Management's Everest Group position peaked at $4.65M in Q1 2023.
684 funds tracked by Wall St. Rank held Everest Group as of Q4 2025.

Based on Kempner Capital Management's 13F filing for Q4 2025, filed 12 Jan 2026.