Machina Capital’s Everest Group EG Stock Holding History

Machina Capital’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	$747K	Buy	+2,092	New	+$716K	0.12%	222
2025 Q3	–	Sell	-4,690	Closed	-$1.59M	–	348
2025 Q2	$1.59M	Buy	4,690 +3,811	+434%	+$1.31M	0.33%	115
2025 Q1	$319K	Buy	+879	New	+$311K	0.09%	240
2024 Q4	–	Sell	-2,124	Closed	-$832K	–	302
2024 Q3	$832K	Buy	+2,124	New	+$809K	0.33%	117
2024 Q1	–	Sell	-1,846	Closed	-$653K	–	276
2023 Q4	$653K	Buy	1,846 +21	+1%	+$8.13K	0.42%	93
2023 Q3	$678K	Sell	1,825 -2,211	-55%	-$802K	0.38%	100
2023 Q2	$1.38M	Buy	4,036 +2,994	+287%	+$1.08M	0.78%	23
2023 Q1	$373K	Buy	+1,042	New	+$374K	0.33%	111
2022 Q4	–	Sell	-1,656	Closed	-$435K	–	165
2022 Q3	$435K	Sell	1,656 -235	-12%	-$63.6K	0.92%	26
2022 Q2	$530K	Buy	+1,891	New	+$535K	1.19%	15
2019 Q3	–	Sell	-1,863	Closed	-$460K	–	365
2019 Q2	$460K	Buy	+1,863	New	+$447K	0.17%	167
2019 Q1	–	Sell	-1,095	Closed	-$238K	–	492
2018 Q4	$238K	Buy	+1,095	New	+$239K	0.16%	194

Other funds holding EG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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 Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Machina Capital's EG Position: Q2 2026 in Review

Machina Capital opened a new position in Everest Group (EG) in Q2 2026: 2,092 shares worth $747K. The stake represents 0.12% of the portfolio and ranks #222 among its holdings. This is a return to the name: Machina Capital previously reported a position in EG as recently as Q2 2025.

Machina Capital first reported a position in EG in Q4 2018 and has held it in 12 quarters since. The position peaked at $1.59M in Q2 2025. 689 funds tracked by Wall St. Rank hold EG as of Q2 2026.

Machina Capital held 2,092 shares of Everest Group worth $747K as of Q2 2026.
Everest Group was a new Machina Capital position in Q2 2026.
Everest Group made up 0.12% of Machina Capital's portfolio in Q2 2026, its #222 holding.
Machina Capital first reported a position in Everest Group in Q4 2018 and has held it in 12 quarters since.
Machina Capital's Everest Group position peaked at $1.59M in Q2 2025.
689 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Machina Capital's 13F filing for Q2 2026, filed 10 Aug 2026.