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LS Investment Advisors’s Everest Group EG Stock Holding History

LS Investment Advisors’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 		$834K Sell
2,336
-70
-3% -$24K 0.11% 91
2026
Q1 		$786K Sell
2,406
-312
-11% -$103K 0.12% 86
2025
Q4 		$922K Sell
2,718
-65
-2% -$21.5K 0.13% 85
2025
Q3 		$975K Sell
2,783
-18,503
-87% -$6.25M 0.14% 80
2025
Q2 		$7.23M Sell
21,286
-2,306
-10% -$796K 1.06% 34
2025
Q1 		$8.57M Sell
23,592
-417
-2% -$147K 1.32% 31
2024
Q4 		$8.7M Buy
24,009
+375
+2% +$140K 1.28% 28
2024
Q3 		$9.26M Sell
23,634
-2
-0% -$762 1.37% 28
2024
Q2 		$9.01M Sell
23,636
-274
-1% -$104K 1.41% 27
2024
Q1 		$9.5M Buy
23,910
+68
+0.3% +$25.5K 1.51% 26
2023
Q4 		$8.43M Sell
23,842
-895
-4% -$347K 1.46% 24
2023
Q3 		$9.19M Sell
24,737
-830
-3% -$301K 1.73% 20
2023
Q2 		$8.74M Buy
25,567
+50
+0.2% +$18.1K 1.53% 23
2023
Q1 		$9.14M Sell
25,517
-588
-2% -$211K 1.69% 17
2022
Q4 		$8.65M Sell
26,105
-806
-3% -$251K 1.68% 24
2022
Q3 		$7.06M Buy
26,911
+1,125
+4% +$304K 1.43% 30
2022
Q2 		$7.23M Buy
25,786
+585
+2% +$165K 1.35% 33
2022
Q1 		$7.59M Sell
25,201
-109
-0.4% -$31.3K 1.21% 35
2021
Q4 		$6.93M Sell
25,310
-8,373
-25% -$2.26M 1.05% 34
2021
Q3 		$8.45M Buy
33,683
+287
+0.9% +$73.6K 1.09% 35
2021
Q2 		$8.42M Sell
33,396
-257
-0.8% -$66.9K 1.07% 36
2021
Q1 		$8.34M Sell
33,653
-380
-1% -$90.5K 0.47% 52
2020
Q4 		$7.97M Buy
34,033
+364
+1% +$80.4K 0.42% 55
2020
Q3 		$6.65M Buy
33,669
+202
+0.6% +$43.2K 0.38% 64
2020
Q2 		$6.9M Sell
33,467
-6,067
-15% -$1.18M 0.43% 55
2020
Q1 		$7.61M Sell
39,534
-1,087
-3% -$278K 0.55% 43
2019
Q4 		$11.2M Sell
40,621
-1,033
-2% -$273K 0.61% 35
2019
Q3 		$11.1M Sell
41,654
-465
-1% -$117K 0.65% 33
2019
Q2 		$10.4M Buy
42,119
+3,344
+9% +$802K 0.63% 34
2019
Q1 		$8.37M Sell
38,775
-1,325
-3% -$288K 0.52% 43
2018
Q4 		$8.73M Sell
40,100
-3,594
-8% -$783K 0.61% 40
2018
Q3 		$9.98M Sell
43,694
-558
-1% -$125K 0.57% 41
2018
Q2 		$10.2M Sell
44,252
-3,304
-7% -$776K 0.62% 36
2018
Q1 		$12.2M Buy
47,556
+644
+1% +$155K 0.73% 29
2017
Q4 		$10.4M Sell
46,912
-5,274
-10% -$1.19M 0.6% 40
2017
Q3 		$11.9M Buy
52,186
+1,878
+4% +$473K 0.71% 29
2017
Q2 		$12.8M Sell
50,308
-1,834
-4% -$453K 0.78% 26
2017
Q1 		$12.2M Sell
52,142
-1,869
-3% -$427K 0.78% 26
2016
Q4 		$11.7M Sell
54,011
-1,346
-2% -$277K 0.82% 26
2016
Q3 		$10.5M Sell
55,357
-1,394
-2% -$262K 0.77% 31
2016
Q2 		$10.4M Buy
56,751
+2,952
+5% +$543K 0.72% 36
2016
Q1 		$10.6M Buy
53,799
+388
+0.7% +$71.7K 0.79% 33
2015
Q4 		$9.78M Sell
53,411
-288
-0.5% -$52.3K 0.76% 34
2015
Q3 		$9.31M Sell
53,699
-2,295
-4% -$415K 0.75% 32
2015
Q2 		$10.2M Sell
55,994
-494
-0.9% -$89.9K 0.76% 33
2015
Q1 		$9.83M Sell
56,488
-2,604
-4% -$457K 0.75% 34
2014
Q4 		$10.1M Buy
59,092
+200
+0.3% +$33.8K 0.82% 34
2014
Q3 		$9.54M Sell
58,892
-2,859
-5% -$463K 0.82% 36
2014
Q2 		$9.91M Sell
61,751
-6,207
-9% -$982K 0.84% 34
2014
Q1 		$10.4M Sell
67,958
-1,282
-2% -$189K 0.85% 35
2013
Q4 		$10.8M Buy
69,240
+55
+0.1% +$8.4K 0.97% 33
2013
Q3 		$10.1M Sell
69,185
-11,700
-14% -$1.59M 1.21% 29
2013
Q2 		$10.4M Buy
+80,885
New +$10.5M 1.33% 28

Other funds holding EG

PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
ADEF
Adams Diversified Equity Fund Baltimore, Maryland $3.27B AUM 45.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
LI
LMCG Investments Boston, Massachusetts $1.87B AUM 50.61% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

LS Investment Advisors's EG Position: Q2 2026 in Review

LS Investment Advisors reduced its Everest Group (EG) stake by 2.9% in Q2 2026, selling an estimated $24K and leaving 2,336 shares worth $834K. The position accounts for 0.11% of the portfolio, ranked #91.

LS Investment Advisors first reported a position in EG in Q2 2013 and has held it in 53 quarters since. The position peaked at $12.8M in Q2 2017. 153 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • LS Investment Advisors held 2,336 shares of Everest Group worth $834K as of Q2 2026.
  • LS Investment Advisors sold 70 Everest Group shares in Q2 2026, an estimated $24K.
  • Everest Group made up 0.11% of LS Investment Advisors's portfolio in Q2 2026, its #91 holding.
  • LS Investment Advisors first reported a position in Everest Group in Q2 2013 and has held it in 53 quarters since.
  • LS Investment Advisors's Everest Group position peaked at $12.8M in Q2 2017.
  • 153 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on LS Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.