Mackenzie Financial
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Mackenzie Financial’s EverQuote EVER Stock Holding History

Mackenzie Financial’s Portfolio EVER Stock Details EVER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$20.8M Buy
873,069
+733,642
+526% +$13.4M 0.02% 441
2026
Q1 		$2.15M Buy
139,427
+62,754
+82% +$1.19M ﹤0.01% 910
2025
Q4 		$2.05M Sell
76,673
-2,296
-3% -$55.6K ﹤0.01% 861
2025
Q3 		$1.81M Buy
78,969
+10,102
+15% +$244K ﹤0.01% 872
2025
Q2 		$1.67M Buy
68,867
+9,505
+16% +$225K ﹤0.01% 860
2025
Q1 		$1.55M Sell
59,362
-44,941
-43% -$1.03M ﹤0.01% 854
2024
Q4 		$2.09M Buy
104,303
+41,222
+65% +$778K ﹤0.01% 758
2024
Q3 		$1.33M Sell
63,081
-500
-0.8% -$11.4K ﹤0.01% 806
2024
Q2 		$1.33M Sell
63,581
-806
-1% -$17K ﹤0.01% 807
2024
Q1 		$1.2M Sell
64,387
-17,294
-21% -$254K ﹤0.01% 840
2023
Q4 		$1,000K Hold
81,681
– – ﹤0.01% 868
2023
Q3 		$565K Hold
81,681
– – ﹤0.01% 975
2023
Q2 		$557K Hold
81,681
– – ﹤0.01% 987
2023
Q1 		$1.14M Buy
81,681
+2,600
+3% +$38.8K ﹤0.01% 835
2022
Q4 		$1.17M Buy
79,081
+3,209
+4% +$30.1K ﹤0.01% 756
2022
Q3 		$517K Hold
75,872
– – ﹤0.01% 923
2022
Q2 		$671K Buy
75,872
+251
+0.3% +$2.87K ﹤0.01% 907
2022
Q1 		$1.22M Sell
75,621
-623
-0.8% -$9.43K ﹤0.01% 864
2021
Q4 		$1.19M Buy
76,244
+130
+0.2% +$1.98K ﹤0.01% 873
2021
Q3 		$1.42M Buy
76,114
+13,515
+22% +$323K ﹤0.01% 823
2021
Q2 		$2.05M Buy
62,599
+26,094
+71% +$870K ﹤0.01% 721
2021
Q1 		$1.32M Buy
36,505
+8,800
+32% +$375K ﹤0.01% 770
2020
Q4 		$1.03M Buy
27,705
+13,900
+101% +$526K ﹤0.01% 710
2020
Q3 		$533K Hold
13,805
– – ﹤0.01% 778
2020
Q2 		$803K Buy
13,805
+1,700
+14% +$79.9K ﹤0.01% 707
2020
Q1 		$318K Sell
12,105
-6,510
-35% -$229K ﹤0.01% 889
2019
Q4 		$639K Buy
18,615
+6,510
+54% +$181K ﹤0.01% 817
2019
Q3 		$258K Hold
12,105
– – ﹤0.01% 917
2019
Q2 		$157K Buy
12,105
+330
+3% +$3.43K ﹤0.01% 1049
2019
Q1 		$88K Buy
+11,775
New +$74.5K ﹤0.01% 1216

Other funds holding EVER

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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

Mackenzie Financial's EVER Position: Q2 2026 in Review

Mackenzie Financial increased its EverQuote (EVER) stake by 526% in Q2 2026, buying an estimated $13.4M and bringing the position to 873,069 shares worth $20.8M. The position accounts for 0.02% of the portfolio, ranked #441.

Mackenzie Financial first reported a position in EVER in Q1 2019 and has held it in 30 quarters since. 244 funds tracked by Wall St. Rank hold EVER as of Q2 2026.

  • Mackenzie Financial held 873,069 shares of EverQuote worth $20.8M as of Q2 2026.
  • Mackenzie Financial bought 733,642 EverQuote shares in Q2 2026, an estimated $13.4M.
  • EverQuote made up 0.02% of Mackenzie Financial's portfolio in Q2 2026, its #441 holding.
  • Mackenzie Financial first reported a position in EverQuote in Q1 2019 and has held it in 30 quarters since.
  • 244 funds tracked by Wall St. Rank held EverQuote as of Q2 2026.

Based on Mackenzie Financial's 13F filing for Q2 2026, filed 13 Aug 2026.