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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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 Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Millennium Management's EG Position: Q2 2026 in Review

Millennium Management increased its Everest Group (EG) stake by 257% in Q2 2026, buying an estimated $12.2M and bringing the position to 49,503 shares worth $17.7M. The position accounts for 0.01% of the portfolio, ranked #1729.

Millennium Management first reported a position in EG in Q2 2013 and has held it in 47 quarters since. The position peaked at $115M in Q4 2024. 690 funds tracked by Wall St. Rank hold EG as of Q2 2026.

Millennium Management held 49,503 shares of Everest Group worth $17.7M as of Q2 2026.
Millennium Management bought 35,642 Everest Group shares in Q2 2026, an estimated $12.2M.
Everest Group made up 0.01% of Millennium Management's portfolio in Q2 2026, its #1729 holding.
Millennium Management first reported a position in Everest Group in Q2 2013 and has held it in 47 quarters since.
Millennium Management's Everest Group position peaked at $115M in Q4 2024.
690 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Millennium Management's 13F filing for Q2 2026, filed 14 Aug 2026.