Marshall Wace’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-986
| Closed | -$335K | – | 3317 |
|
|
2025
Q4 | $335K | Buy |
986
+160
| +19% | +$52.8K | ﹤0.01% | 2408 |
|
|
2025
Q3 | $289K | Buy |
826
+126
| +18% | +$42.5K | ﹤0.01% | 2443 |
|
|
2025
Q2 | $238K | Buy |
+700
| New | +$242K | ﹤0.01% | 2406 |
|
|
2024
Q4 | – | Sell |
-1,770
| Closed | -$694K | – | 2687 |
|
|
2024
Q3 | $694K | Buy |
+1,770
| New | +$674K | ﹤0.01% | 1805 |
|
|
2024
Q1 | – | Sell |
-13,144
| Closed | -$4.65M | – | 2534 |
|
|
2023
Q4 | $4.65M | Sell |
13,144
-134,970
| -91% | -$52.3M | 0.01% | 939 |
|
|
2023
Q3 | $55M | Buy |
148,114
+20,670
| +16% | +$7.5M | 0.11% | 185 |
|
|
2023
Q2 | $43.6M | Buy |
127,444
+92,344
| +263% | +$33.3M | 0.09% | 253 |
|
|
2023
Q1 | $12.6M | Buy |
+35,100
| New | +$12.6M | 0.03% | 630 |
|
|
2022
Q4 | – | Sell |
-19,857
| Closed | -$5.21M | – | 3047 |
|
|
2022
Q3 | $5.21M | Buy |
+19,857
| New | +$5.37M | 0.01% | 1343 |
|
|
2022
Q2 | – | Sell |
-14,299
| Closed | -$4.31M | – | 3526 |
|
|
2022
Q1 | $4.31M | Buy |
+14,299
| New | +$4.11M | 0.01% | 1480 |
|
|
2021
Q3 | – | Sell |
-9,215
| Closed | -$2.32M | – | 3109 |
|
|
2021
Q2 | $2.32M | Buy |
9,215
+5,903
| +178% | +$1.54M | 0.01% | 1327 |
|
|
2021
Q1 | $821K | Buy |
+3,312
| New | +$789K | ﹤0.01% | 1757 |
|
|
2020
Q3 | – | Sell |
-4,100
| Closed | -$845K | – | 1656 |
|
|
2020
Q2 | $845K | Buy |
+4,100
| New | +$798K | 0.01% | 1046 |
|
|
2017
Q1 | – | Sell |
-68,169
| Closed | -$14.8M | – | 426 |
|
|
2016
Q4 | $14.8M | Buy |
68,169
+6,808
| +11% | +$1.4M | 0.1% | 247 |
|
|
2016
Q3 | $11.7M | Sell |
61,361
-1,221
| -2% | -$230K | 0.08% | 250 |
|
|
2016
Q2 | $11.4M | Buy |
62,582
+55,938
| +842% | +$10.3M | 0.1% | 226 |
|
|
2016
Q1 | $1.31M | Sell |
6,644
-9,187
| -58% | -$1.7M | 0.01% | 651 |
|
|
2015
Q4 | $2.9M | Sell |
15,831
-53,507
| -77% | -$9.72M | 0.03% | 490 |
|
|
2015
Q3 | $12M | Buy |
69,338
+22,829
| +49% | +$4.13M | 0.15% | 157 |
|
|
2015
Q2 | $8.46M | Buy |
46,509
+42,491
| +1,058% | +$7.73M | 0.11% | 206 |
|
|
2015
Q1 | $699K | Sell |
4,018
-5,880
| -59% | -$1.03M | 0.01% | 628 |
|
|
2014
Q4 | $1.69M | Buy |
+9,898
| New | +$1.67M | 0.02% | 491 |
|
Other funds holding EG
VCM
VPM
VVP
Marshall Wace's EG Position: Q1 2026 in Review
Marshall Wace sold out of Everest Group (EG) in Q1 2026, closing a stake of 986 shares — an estimated $335K sold.
Marshall Wace first reported a position in EG in Q4 2014 and held it in 22 quarters. The position peaked at $55M in Q3 2023. 663 funds tracked by Wall St. Rank hold EG as of Q1 2026.
- Marshall Wace reported no remaining Everest Group position as of Q1 2026 after selling out during the quarter.
- Marshall Wace sold 986 Everest Group shares in Q1 2026, an estimated $335K.
- Marshall Wace first reported a position in Everest Group in Q4 2014 and held it in 22 quarters.
- Marshall Wace's Everest Group position peaked at $55M in Q3 2023.
- 663 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.
Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.