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MAI Capital Management’s Everest Group EG Stock Holding History

MAI Capital 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
Q2 		$4.95M Buy
13,865
+2,383
+21% +$816K 0.02% 485
2026
Q1 		$3.75M Buy
11,482
+1,851
+19% +$609K 0.02% 467
2025
Q4 		$3.27M Buy
9,631
+1,416
+17% +$468K 0.02% 480
2025
Q3 		$2.88M Buy
8,215
+8,030
+4,341% +$2.71M 0.02% 467
2025
Q2 		$63K Buy
185
+19
+11% +$6.55K ﹤0.01% 1727
2025
Q1 		$60.4K Sell
166
-15
-8% -$5.3K ﹤0.01% 1655
2024
Q4 		$65.7K Buy
+181
New +$67.8K ﹤0.01% 1624
2024
Q3 		– Sell
-1,037
Closed -$395K – 1147
2024
Q2 		$395K Sell
1,037
-23
-2% -$8.7K ﹤0.01% 893
2024
Q1 		$421K Buy
1,060
+5
+0.5% +$1.88K ﹤0.01% 867
2023
Q4 		$373K Sell
1,055
-2
-0.2% -$775 ﹤0.01% 801
2023
Q3 		$393K Sell
1,057
-32
-3% -$11.6K 0.01% 712
2023
Q2 		$372K Sell
1,089
-4
-0.4% -$1.45K 0.01% 742
2023
Q1 		$391K Buy
1,093
+116
+12% +$41.7K 0.01% 716
2022
Q4 		$324K Sell
977
-7
-0.7% -$2.18K 0.01% 740
2022
Q3 		$258K Buy
+984
New +$266K ﹤0.01% 748

Other funds holding EG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
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
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
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

MAI Capital Management's EG Position: Q2 2026 in Review

MAI Capital Management increased its Everest Group (EG) stake by 21% in Q2 2026, buying an estimated $816K and bringing the position to 13,865 shares worth $4.95M. The position accounts for 0.02% of the portfolio, ranked #485.

MAI Capital Management first reported a position in EG in Q3 2022 and has held it in 15 quarters since. 688 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • MAI Capital Management held 13,865 shares of Everest Group worth $4.95M as of Q2 2026.
  • MAI Capital Management bought 2,383 Everest Group shares in Q2 2026, an estimated $816K.
  • Everest Group made up 0.02% of MAI Capital Management's portfolio in Q2 2026, its #485 holding.
  • MAI Capital Management first reported a position in Everest Group in Q3 2022 and has held it in 15 quarters since.
  • 688 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.