Millennium Management’s Everest Group EG Stock Holding History

Millennium 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
2025 Q3	–	Sell	-5,800	Closed	-$1.97M	–	6110
2025 Q2	$1.97M	Sell	5,800 -5,900	-50%	-$2.04M	﹤0.01%	3899
2025 Q1	$4.25M	Buy	11,700 +8,900	+318%	+$3.15M	﹤0.01%	3025
2024 Q4	$1.01M	Buy	+2,800	New	+$1.05M	﹤0.01%	4190
2024 Q1	–	Sell	-3,700	Closed	-$1.31M	–	6268
2023 Q4	$1.31M	Hold	3,700	–	–	﹤0.01%	3945
2023 Q3	$1.38M	Hold	3,700	–	–	﹤0.01%	3927
2023 Q2	$1.26M	Buy	+3,700	New	+$1.34M	﹤0.01%	3848
2014 Q2	–	Sell	-1,600	Closed	-$245K	–	3521
2014 Q1	$245K	Sell	1,600 -1,400	-47%	-$207K	﹤0.01%	3074
2013 Q4	$468K	Buy	3,000 +1,300	+76%	+$199K	﹤0.01%	2753
2013 Q3	$247K	Buy	+1,700	New	+$230K	﹤0.01%	2982

Other funds holding EG

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 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 Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Millennium Management's EG Position: Q1 2026 in Review

Millennium Management reduced its Everest Group (EG) stake by 91% in Q1 2026, selling an estimated $44.1M and leaving 13,861 shares worth $4.53M. The position accounts for ﹤0.01% of the portfolio, ranked #3064.

Millennium Management first reported a position in EG in Q2 2013 and has held it in 46 quarters since. The position peaked at $115M in Q4 2024. 663 funds tracked by Wall St. Rank hold EG as of Q1 2026.

Millennium Management held 13,861 shares of Everest Group worth $4.53M as of Q1 2026.
Millennium Management sold 134,126 Everest Group shares in Q1 2026, an estimated $44.1M.
Everest Group made up ﹤0.01% of Millennium Management's portfolio in Q1 2026, its #3064 holding.
Millennium Management first reported a position in Everest Group in Q2 2013 and has held it in 46 quarters since.
Millennium Management's Everest Group position peaked at $115M in Q4 2024.
663 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on Millennium Management's 13F filing for Q1 2026, filed 15 May 2026.