LCS
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Levin Capital Strategies’s Everest Group EG Stock Holding History

Levin Capital Strategies’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
Q2 		$3.24M Buy
+9,075
New +$3.11M 0.22% 92
2021
Q1 		– Sell
-3,550
Closed -$831K – 361
2020
Q4 		$831K Sell
3,550
-2,950
-45% -$651K 0.09% 99
2020
Q3 		$1.28M Buy
+6,500
New +$1.39M 0.17% 80

Other funds holding EG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
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
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Levin Capital Strategies's EG Position: Q2 2026 in Review

Levin Capital Strategies opened a new position in Everest Group (EG) in Q2 2026: 9,075 shares worth $3.24M. The stake represents 0.22% of the portfolio and ranks #92 among its holdings. This is a return to the name: Levin Capital Strategies previously reported a position in EG as recently as Q4 2020.

Levin Capital Strategies first reported a position in EG in Q3 2020 and has held it in 3 quarters since. 689 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Levin Capital Strategies held 9,075 shares of Everest Group worth $3.24M as of Q2 2026.
  • Everest Group was a new Levin Capital Strategies position in Q2 2026.
  • Everest Group made up 0.22% of Levin Capital Strategies's portfolio in Q2 2026, its #92 holding.
  • Levin Capital Strategies first reported a position in Everest Group in Q3 2020 and has held it in 3 quarters since.
  • 689 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Levin Capital Strategies's 13F filing for Q2 2026, filed 31 Jul 2026.