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Meridian Investment Counsel’s Everest Group EG Stock Holding History

Meridian Investment Counsel’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 		$1.8M Sell
5,030
-325
-6% -$111K 0.39% 81
2026
Q1 		$1.75M Buy
5,355
+50
+0.9% +$16.5K 0.42% 81
2025
Q4 		$1.8M Buy
5,305
+735
+16% +$243K 0.43% 70
2025
Q3 		$1.6M Buy
+4,570
New +$1.54M 0.4% 76

Other funds holding EG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Meridian Investment Counsel's EG Position: Q2 2026 in Review

Meridian Investment Counsel reduced its Everest Group (EG) stake by 6.1% in Q2 2026, selling an estimated $111K and leaving 5,030 shares worth $1.8M. The position accounts for 0.39% of the portfolio, ranked #81.

Meridian Investment Counsel first reported a position in EG in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.8M in Q4 2025. 338 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Meridian Investment Counsel held 5,030 shares of Everest Group worth $1.8M as of Q2 2026.
  • Meridian Investment Counsel sold 325 Everest Group shares in Q2 2026, an estimated $111K.
  • Everest Group made up 0.39% of Meridian Investment Counsel's portfolio in Q2 2026, its #81 holding.
  • Meridian Investment Counsel first reported a position in Everest Group in Q3 2025 and has held it in 4 quarters since.
  • Meridian Investment Counsel's Everest Group position peaked at $1.8M in Q4 2025.
  • 338 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Meridian Investment Counsel's 13F filing for Q2 2026, filed 23 Jul 2026.