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Mather Group’s Everest Group EG Stock Holding History

Mather Group’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 		$151K Buy
424
+34
+9% +$11.6K ﹤0.01% 837
2026
Q1 		$127K Buy
+390
New +$128K ﹤0.01% 840
2025
Q4 		– Sell
-464
Closed -$162K – 927
2025
Q3 		$162K Buy
+464
New +$157K ﹤0.01% 673
2025
Q2 		– Sell
-1,199
Closed -$436K – 925
2025
Q1 		$436K Sell
1,199
-32
-3% -$11.3K 0.01% 406
2024
Q4 		$446K Buy
1,231
+16
+1% +$5.99K 0.01% 383
2024
Q3 		$476K Sell
1,215
-25
-2% -$9.52K 0.01% 374
2024
Q2 		$493K Sell
1,240
-232
-16% -$87.7K 0.01% 421
2024
Q1 		$521K Sell
1,472
-14
-0.9% -$5.25K 0.01% 333
2023
Q4 		$525K Buy
1,486
+856
+136% +$331K 0.01% 344
2023
Q3 		$234K Buy
630
+8
+1% +$2.9K ﹤0.01% 495
2023
Q2 		$213K Buy
+622
New +$225K ﹤0.01% 539
2022
Q4 		– Sell
-806
Closed -$212K – 487
2022
Q3 		$212K Buy
+806
New +$218K ﹤0.01% 439

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

Mather Group's EG Position: Q2 2026 in Review

Mather Group increased its Everest Group (EG) stake by 8.7% in Q2 2026, buying an estimated $11.6K and bringing the position to 424 shares worth $151K. The position accounts for ﹤0.01% of the portfolio, ranked #837.

Mather Group first reported a position in EG in Q3 2022 and has held it in 12 quarters since. The position peaked at $525K in Q4 2023. 689 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Mather Group held 424 shares of Everest Group worth $151K as of Q2 2026.
  • Mather Group bought 34 Everest Group shares in Q2 2026, an estimated $11.6K.
  • Everest Group made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #837 holding.
  • Mather Group first reported a position in Everest Group in Q3 2022 and has held it in 12 quarters since.
  • Mather Group's Everest Group position peaked at $525K in Q4 2023.
  • 689 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.