Mirabella Financial Services’s Everest Group EG Stock Holding History

Mirabella Financial Services’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	$18M	Sell	50,444 -10,063	-17%	-$3.45M	1.72%	9
2026 Q1	$19.8M	Sell	60,507 -1,941	-3%	-$639K	1.87%	4
2025 Q4	$21.2M	Sell	62,448 -1,583	-2%	-$523K	1.97%	8
2025 Q3	$22.4M	Sell	64,031 -13,582	-17%	-$4.59M	1.94%	10
2025 Q2	$26.4M	Buy	77,613 +61,383	+378%	+$21.2M	2.71%	4
2025 Q1	$5.9M	Buy	+16,230	New	+$5.74M	0.24%	65
2024 Q1	–	Sell	-2,728	Closed	-$965K	–	566
2023 Q4	$965K	Sell	2,728 -9,472	-78%	-$3.67M	0.13%	140
2023 Q3	$4.53M	Buy	12,200 +9,991	+452%	+$3.63M	0.63%	52
2023 Q2	$755K	Buy	+2,209	New	+$798K	0.08%	248

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

Mirabella Financial Services's EG Position: Q2 2026 in Review

Mirabella Financial Services reduced its Everest Group (EG) stake by 17% in Q2 2026, selling an estimated $3.45M and leaving 50,444 shares worth $18M. The position accounts for 1.72% of the portfolio, ranked #9.

Mirabella Financial Services first reported a position in EG in Q2 2023 and has held it in 9 quarters since. The position peaked at $26.4M in Q2 2025. 689 funds tracked by Wall St. Rank hold EG as of Q2 2026.

Mirabella Financial Services held 50,444 shares of Everest Group worth $18M as of Q2 2026.
Mirabella Financial Services sold 10,063 Everest Group shares in Q2 2026, an estimated $3.45M.
Everest Group made up 1.72% of Mirabella Financial Services's portfolio in Q2 2026, its #9 holding.
Mirabella Financial Services first reported a position in Everest Group in Q2 2023 and has held it in 9 quarters since.
Mirabella Financial Services's Everest Group position peaked at $26.4M in Q2 2025.
689 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Mirabella Financial Services's 13F filing for Q2 2026, filed 31 Jul 2026.