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LMCG Investments’s Everest Group EG Stock Holding History

LMCG Investments’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 		$13.2M Sell
36,815
-20
-0.1% -$6.85K 0.7% 46
2026
Q1 		$12M Buy
36,835
+1,992
+6% +$656K 0.72% 47
2025
Q4 		$11.8M Buy
34,843
+2,778
+9% +$917K 0.68% 48
2025
Q3 		$11.2M Buy
32,065
+81
+0.3% +$27.3K 0.66% 51
2025
Q2 		$10.9M Sell
31,984
-353
-1% -$122K 0.68% 45
2025
Q1 		$11.7M Sell
32,337
-1,918
-6% -$678K 0.78% 34
2024
Q4 		$12.4M Sell
34,255
-71
-0.2% -$26.6K 0.76% 41
2024
Q3 		$13.4M Sell
34,326
-70
-0.2% -$26.7K 0.81% 35
2024
Q2 		$13.1M Sell
34,396
-121
-0.4% -$45.7K 0.76% 36
2024
Q1 		$13.7M Sell
34,517
-556
-2% -$208K 0.81% 30
2023
Q4 		$12.4M Sell
35,073
-441
-1% -$171K 0.77% 32
2023
Q3 		$13.2M Buy
+35,514
New +$12.9M 0.89% 25
2023
Q2 		– Sell
-37,501
Closed -$13.4M – 294
2023
Q1 		$13.4M Sell
37,501
-661
-2% -$238K 0.9% 27
2022
Q4 		$12.6M Sell
38,162
-212
-0.6% -$66.1K 0.88% 26
2022
Q3 		$10.1M Sell
38,374
-369
-1% -$99.8K 0.74% 38
2022
Q2 		$10.9M Sell
38,743
-270
-0.7% -$76.3K 0.75% 35
2022
Q1 		$11.8M Buy
+39,013
New +$11.2M 0.68% 38
2015
Q3 		$8.02M Sell
46,243
-234
-0.5% -$42.3K 0.17% 232
2015
Q2 		$8.46M Sell
46,477
-598
-1% -$109K 0.18% 225
2015
Q1 		$8.19M Buy
47,075
+986
+2% +$173K 0.17% 240
2014
Q4 		$7.85M Buy
46,089
+690
+2% +$116K 0.17% 227
2014
Q3 		$7.36M Buy
45,399
+1,483
+3% +$240K 0.17% 239
2014
Q2 		$7.05M Sell
43,916
-9,347
-18% -$1.48M 0.15% 248
2014
Q1 		$8.15M Sell
53,263
-180
-0.3% -$26.6K 0.18% 225
2013
Q4 		$8.33M Sell
53,443
-6,697
-11% -$1.02M 0.18% 222
2013
Q3 		$8.74M Sell
60,140
-5,815
-9% -$788K 0.21% 179
2013
Q2 		$8.46M Buy
+65,955
New +$8.53M 0.22% 161

Other funds holding EG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

LMCG Investments's EG Position: Q2 2026 in Review

LMCG Investments reduced its Everest Group (EG) stake by 0.05% in Q2 2026, selling an estimated $6.85K and leaving 36,815 shares worth $13.2M. The position accounts for 0.7% of the portfolio, ranked #46.

LMCG Investments first reported a position in EG in Q2 2013 and has held it in 27 quarters since. The position peaked at $13.7M in Q1 2024. 338 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • LMCG Investments held 36,815 shares of Everest Group worth $13.2M as of Q2 2026.
  • LMCG Investments sold 20 Everest Group shares in Q2 2026, an estimated $6.85K.
  • Everest Group made up 0.7% of LMCG Investments's portfolio in Q2 2026, its #46 holding.
  • LMCG Investments first reported a position in Everest Group in Q2 2013 and has held it in 27 quarters since.
  • LMCG Investments's Everest Group position peaked at $13.7M in Q1 2024.
  • 338 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on LMCG Investments's 13F filing for Q2 2026, filed 22 Jul 2026.