LSV Asset Management
EG icon

LSV Asset Management’s Everest Group EG Stock Holding History

LSV 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 		$126M Buy
386,640
+1,310
+0.3% +$431K 0.27% 120
2025
Q4 		$131M Sell
385,330
-2,390
-0.6% -$789K 0.29% 108
2025
Q3 		$136M Sell
387,720
-12,447
-3% -$4.2M 0.3% 105
2025
Q2 		$136M Sell
400,167
-17,548
-4% -$6.05M 0.32% 101
2025
Q1 		$152M Sell
417,715
-14,802
-3% -$5.23M 0.36% 94
2024
Q4 		$157M Sell
432,517
-6,680
-2% -$2.5M 0.36% 95
2024
Q3 		$172M Sell
439,197
-37,236
-8% -$14.2M 0.37% 93
2024
Q2 		$182M Buy
476,433
+8,654
+2% +$3.27M 0.4% 81
2024
Q1 		$186M Sell
467,779
-8,290
-2% -$3.11M 0.38% 86
2023
Q4 		$168M Sell
476,069
-15,580
-3% -$6.03M 0.37% 88
2023
Q3 		$183M Sell
491,649
-74,560
-13% -$27.1M 0.43% 70
2023
Q2 		$194M Sell
566,209
-97,028
-15% -$35M 0.43% 73
2023
Q1 		$237M Sell
663,237
-28,170
-4% -$10.1M 0.53% 56
2022
Q4 		$229M Sell
691,407
-96,111
-12% -$29.9M 0.51% 60
2022
Q3 		$207M Buy
787,518
+10,900
+1% +$2.95M 0.49% 63
2022
Q2 		$218M Sell
776,618
-13,324
-2% -$3.77M 0.47% 64
2022
Q1 		$238M Sell
789,942
-4,606
-0.6% -$1.32M 0.44% 74
2021
Q4 		$218M Sell
794,548
-24,700
-3% -$6.68M 0.39% 84
2021
Q3 		$205M Sell
819,248
-19,010
-2% -$4.88M 0.37% 87
2021
Q2 		$211M Sell
838,258
-41,570
-5% -$10.8M 0.36% 89
2021
Q1 		$218M Sell
879,828
-42,767
-5% -$10.2M 0.37% 87
2020
Q4 		$216M Sell
922,595
-113,278
-11% -$25M 0.39% 76
2020
Q3 		$205M Sell
1,035,873
-110,134
-10% -$23.6M 0.42% 67
2020
Q2 		$236M Buy
1,146,007
+190,472
+20% +$37.1M 0.49% 56
2020
Q1 		$184M Sell
955,535
-69,646
-7% -$17.8M 0.44% 58
2019
Q4 		$284M Sell
1,025,181
-66,060
-6% -$17.4M 0.44% 66
2019
Q3 		$290M Sell
1,091,241
-65,961
-6% -$16.7M 0.48% 60
2019
Q2 		$286M Sell
1,157,202
-262,397
-18% -$63M 0.46% 61
2019
Q1 		$307M Sell
1,419,599
-313,311
-18% -$68.2M 0.49% 57
2018
Q4 		$377M Sell
1,732,910
-26,519
-2% -$5.78M 0.67% 32
2018
Q3 		$402M Sell
1,759,429
-96,376
-5% -$21.6M 0.6% 40
2018
Q2 		$428M Buy
1,855,805
+7,072
+0.4% +$1.66M 0.67% 34
2018
Q1 		$475M Sell
1,848,733
-25,968
-1% -$6.23M 0.75% 27
2017
Q4 		$415M Sell
1,874,701
-105,596
-5% -$23.8M 0.65% 40
2017
Q3 		$452M Buy
1,980,297
+21,860
+1% +$5.51M 0.75% 24
2017
Q2 		$499M Sell
1,958,437
-4,408
-0.2% -$1.09M 0.89% 19
2017
Q1 		$459M Sell
1,962,845
-23,740
-1% -$5.42M 0.84% 18
2016
Q4 		$430M Sell
1,986,585
-54,428
-3% -$11.2M 0.79% 21
2016
Q3 		$388M Sell
2,041,013
-35,670
-2% -$6.71M 0.76% 22
2016
Q2 		$379M Sell
2,076,683
-6,620
-0.3% -$1.22M 0.78% 22
2016
Q1 		$411M Buy
2,083,303
+95,845
+5% +$17.7M 0.86% 21
2015
Q4 		$364M Buy
1,987,458
+86,167
+5% +$15.7M 0.79% 25
2015
Q3 		$330M Buy
1,901,291
+4,197
+0.2% +$759K 0.74% 30
2015
Q2 		$345M Buy
1,897,094
+115,454
+6% +$21M 0.72% 33
2015
Q1 		$310M Buy
1,781,640
+29,939
+2% +$5.26M 0.64% 45
2014
Q4 		$298M Buy
1,751,701
+81,641
+5% +$13.8M 0.62% 49
2014
Q3 		$271M Buy
1,670,060
+26,840
+2% +$4.35M 0.59% 54
2014
Q2 		$264M Sell
1,643,220
-9,646
-0.6% -$1.53M 0.58% 62
2014
Q1 		$253M Buy
1,652,866
+10,933
+0.7% +$1.61M 0.59% 59
2013
Q4 		$256M Buy
1,641,933
+2,537
+0.2% +$387K 0.6% 56
2013
Q3 		$238M Buy
1,639,396
+11,160
+0.7% +$1.51M 0.61% 51
2013
Q2 		$209M Buy
+1,628,236
New +$211M 0.56% 57

Other funds holding EG

BlackRock
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
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
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

LSV Asset Management increased its Everest Group (EG) stake by 0.34% in Q1 2026, buying an estimated $431K and bringing the position to 386,640 shares worth $126M. The position accounts for 0.27% of the portfolio, ranked #120.

LSV Asset Management first reported a position in EG in Q2 2013 and has held it in 52 quarters since. The position peaked at $499M in Q2 2017. 663 funds tracked by Wall St. Rank hold EG as of Q1 2026.

  • LSV Asset Management held 386,640 shares of Everest Group worth $126M as of Q1 2026.
  • LSV Asset Management bought 1,310 Everest Group shares in Q1 2026, an estimated $431K.
  • Everest Group made up 0.27% of LSV Asset Management's portfolio in Q1 2026, its #120 holding.
  • LSV Asset Management first reported a position in Everest Group in Q2 2013 and has held it in 52 quarters since.
  • LSV Asset Management's Everest Group position peaked at $499M in Q2 2017.
  • 663 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on LSV Asset Management's 13F filing for Q1 2026, filed 11 May 2026.