Mercer Global Advisors
EG icon

Mercer Global Advisors’s Everest Group EG Stock Holding History

Mercer Global Advisors’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
Q1 		$3.29M Sell
10,055
-6,136
-38% -$2.02M ﹤0.01% 960
2025
Q4 		$5.49M Sell
16,191
-5,144
-24% -$1.7M 0.01% 685
2025
Q3 		$7.47M Buy
21,335
+9,507
+80% +$3.21M 0.01% 544
2025
Q2 		$4.02M Sell
11,828
-16,530
-58% -$5.7M 0.01% 635
2025
Q1 		$10.3M Sell
28,358
-6,432
-18% -$2.27M 0.02% 360
2024
Q4 		$12.6M Sell
34,790
-4,087
-11% -$1.53M 0.03% 309
2024
Q3 		$15.4M Buy
38,877
+946
+2% +$360K 0.04% 247
2024
Q2 		$14.5M Buy
37,931
+3,791
+11% +$1.43M 0.04% 238
2024
Q1 		$13.6M Buy
34,140
+756
+2% +$283K 0.04% 250
2023
Q4 		$11.8M Buy
33,384
+463
+1% +$179K 0.04% 277
2023
Q3 		$12.2M Buy
32,921
+3,366
+11% +$1.22M 0.05% 233
2023
Q2 		$10.1M Buy
29,555
+2,087
+8% +$754K 0.04% 292
2023
Q1 		$9.83M Buy
27,468
+1,775
+7% +$638K 0.04% 276
2022
Q4 		$8.51M Buy
25,693
+2,234
+10% +$696K 0.04% 303
2022
Q3 		$6.16M Buy
23,459
+19,637
+514% +$5.31M 0.04% 327
2022
Q2 		$1.07M Sell
3,822
-322
-8% -$91K 0.01% 818
2022
Q1 		$1.25M Sell
4,144
-12,210
-75% -$3.51M 0.01% 807
2021
Q4 		$4.48M Buy
16,354
+2,513
+18% +$679K 0.03% 405
2021
Q3 		$3.47M Buy
13,841
+2,913
+27% +$747K 0.02% 448
2021
Q2 		$2.75M Buy
10,928
+1,015
+10% +$264K 0.02% 470
2021
Q1 		$2.46M Buy
9,913
+8,937
+916% +$2.13M 0.02% 463
2020
Q4 		$228K Buy
+976
New +$215K ﹤0.01% 1178
2020
Q1 		– Sell
-1,171
Closed -$324K – 1142
2019
Q4 		$324K Sell
1,171
-146
-11% -$38.5K 0.01% 886
2019
Q3 		$350K Buy
+1,317
New +$333K 0.01% 839

Other funds holding EG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mercer Global Advisors's EG Position: Q1 2026 in Review

Mercer Global Advisors reduced its Everest Group (EG) stake by 38% in Q1 2026, selling an estimated $2.02M and leaving 10,055 shares worth $3.29M. The position accounts for ﹤0.01% of the portfolio, ranked #960.

Mercer Global Advisors first reported a position in EG in Q3 2019 and has held it in 24 quarters since. The position peaked at $15.4M in Q3 2024. 663 funds tracked by Wall St. Rank hold EG as of Q1 2026.

  • Mercer Global Advisors held 10,055 shares of Everest Group worth $3.29M as of Q1 2026.
  • Mercer Global Advisors sold 6,136 Everest Group shares in Q1 2026, an estimated $2.02M.
  • Everest Group made up ﹤0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #960 holding.
  • Mercer Global Advisors first reported a position in Everest Group in Q3 2019 and has held it in 24 quarters since.
  • Mercer Global Advisors's Everest Group position peaked at $15.4M in Q3 2024.
  • 663 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.