LECAP Asset Management’s Everest Group EG Stock Holding History

LECAP Asset 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
2026 Q1	$1.46M	Sell	4,460 -722	-14%	-$238K	0.55%	53
2025 Q4	$1.76M	Buy	5,182 +4,055	+360%	+$1.34M	0.7%	35
2025 Q3	$395K	Sell	1,127 -2,601	-70%	-$878K	0.14%	230
2025 Q2	$1.27M	Sell	3,728 -3,047	-45%	-$1.05M	0.45%	76
2025 Q1	$2.46M	Buy	6,775 +3,989	+143%	+$1.41M	0.57%	49
2024 Q4	$1.01M	Sell	2,786 -5,300	-66%	-$1.98M	0.27%	150
2024 Q3	$3.17M	Buy	+8,086	New	+$3.08M	0.68%	36
2024 Q2	–	Sell	-2,128	Closed	-$846K	–	342
2024 Q1	$846K	Sell	2,128 -6	-0.3%	-$2.25K	0.18%	207
2023 Q4	$755K	Buy	+2,134	New	+$826K	0.27%	144

Other funds holding EG

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

VVP

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LECAP Asset Management's EG Position: Q1 2026 in Review

LECAP Asset Management reduced its Everest Group (EG) stake by 14% in Q1 2026, selling an estimated $238K and leaving 4,460 shares worth $1.46M. The position accounts for 0.55% of the portfolio, ranked #53.

LECAP Asset Management first reported a position in EG in Q4 2023 and has held it in 9 quarters since. The position peaked at $3.17M in Q3 2024. 663 funds tracked by Wall St. Rank hold EG as of Q1 2026.

LECAP Asset Management held 4,460 shares of Everest Group worth $1.46M as of Q1 2026.
LECAP Asset Management sold 722 Everest Group shares in Q1 2026, an estimated $238K.
Everest Group made up 0.55% of LECAP Asset Management's portfolio in Q1 2026, its #53 holding.
LECAP Asset Management first reported a position in Everest Group in Q4 2023 and has held it in 9 quarters since.
LECAP Asset Management's Everest Group position peaked at $3.17M in Q3 2024.
663 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on LECAP Asset Management's 13F filing for Q1 2026, filed 30 Apr 2026.