Leuthold Group’s Everest Group EG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$950K Buy
+2,658
New +$910K 0.1% 158
2025
Q4
– Sell
-1,883
Closed -$659K – 216
2025
Q3
$659K Hold
1,883
– – 0.07% 145
2025
Q2
$640K Hold
1,883
– – 0.08% 146
2025
Q1
$684K Sell
1,883
-15,582
-89% -$5.51M 0.09% 152
2024
Q4
$6.33M Sell
17,465
-560
-3% -$210K 0.76% 43
2024
Q3
$7.06M Sell
18,025
-546
-3% -$208K 0.79% 46
2024
Q2
$7.08M Sell
18,571
-176
-0.9% -$66.5K 0.82% 39
2024
Q1
$7.45M Sell
18,747
-123
-0.7% -$46.1K 0.84% 38
2023
Q4
$6.67M Buy
18,870
+4,094
+28% +$1.59M 0.83% 41
2023
Q3
$5.49M Buy
14,776
+12,578
+572% +$4.57M 0.77% 44
2023
Q2
$751K Hold
2,198
– – 0.1% 144
2023
Q1
$787K Sell
2,198
-114
-5% -$41K 0.1% 139
2022
Q4
$766K Sell
2,312
-13,678
-86% -$4.26M 0.1% 139
2022
Q3
$4.2M Buy
15,990
+525
+3% +$142K 0.63% 63
2022
Q2
$4.33M Buy
+15,465
New +$4.37M 0.62% 59
2017
Q3
– Sell
-3,584
Closed -$912K – 200
2017
Q2
$912K Sell
3,584
-18,141
-84% -$4.48M 0.1% 160
2017
Q1
$5.08M Sell
21,725
-773
-3% -$177K 0.55% 60
2016
Q4
$4.87M Buy
+22,498
New +$4.64M 0.54% 67
2016
Q3
– Sell
-75,419
Closed -$13.8M – 220
2016
Q2
$13.8M Buy
75,419
+5,672
+8% +$1.04M 1.46% 6
2016
Q1
$13.8M Sell
69,747
-806
-1% -$149K 1.5% 6
2015
Q4
$12.9M Buy
70,553
+17,884
+34% +$3.25M 1.36% 8
2015
Q3
$9.13M Sell
52,669
-3,170
-6% -$574K 0.96% 20
2015
Q2
$10.2M Buy
55,839
+40,754
+270% +$7.42M 0.95% 22
2015
Q1
$2.63M Sell
15,085
-453
-3% -$79.6K 0.24% 128
2014
Q4
$2.65M Sell
15,538
-2,128
-12% -$359K 0.26% 122
2014
Q3
$2.86M Sell
17,666
-178
-1% -$28.8K 0.26% 128
2014
Q2
$2.86M Buy
17,844
+19
+0.1% +$3.01K 0.24% 134
2014
Q1
$2.73M Sell
17,825
-995
-5% -$147K 0.24% 123
2013
Q4
$2.93M Sell
18,820
-8,286
-31% -$1.27M 0.26% 118
2013
Q3
$3.94M Sell
27,106
-689
-2% -$93.4K 0.36% 91
2013
Q2
$3.56M Buy
+27,795
New +$3.59M 0.33% 93

Other funds holding EG

Leuthold Group's EG Position: Q2 2026 in Review

Leuthold Group opened a new position in Everest Group (EG) in Q2 2026: 2,658 shares worth $950K. The stake represents 0.1% of the portfolio and ranks #158 among its holdings. This is a return to the name: Leuthold Group previously reported a position in EG as recently as Q3 2025.

Leuthold Group first reported a position in EG in Q2 2013 and has held it in 31 quarters since. The position peaked at $13.8M in Q2 2016. 690 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Leuthold Group held 2,658 shares of Everest Group worth $950K as of Q2 2026.
  • Everest Group was a new Leuthold Group position in Q2 2026.
  • Everest Group made up 0.1% of Leuthold Group's portfolio in Q2 2026, its #158 holding.
  • Leuthold Group first reported a position in Everest Group in Q2 2013 and has held it in 31 quarters since.
  • Leuthold Group's Everest Group position peaked at $13.8M in Q2 2016.
  • 690 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Leuthold Group's 13F filing for Q2 2026, filed 4 Aug 2026.