Mizuho Securities USA’s Everest Group EG Stock Holding History

Mizuho Securities USA’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	$804K	Sell	2,460 -597	-20%	-$196K	0.02%	587
2025 Q4	$961K	Buy	3,057 +2	+0.1%	+$660	0.02%	582
2025 Q3	$1.04M	Buy	3,055 +115	+4%	+$38.8K	0.02%	565
2025 Q2	$999K	Sell	2,940 -501	-15%	-$173K	0.02%	549
2025 Q1	$1.25M	Sell	3,441 -632	-16%	-$223K	0.03%	494
2024 Q4	$1.48M	Buy	4,073 +1,267	+45%	+$475K	0.03%	478
2024 Q3	$1.1M	Sell	2,806 -554	-16%	-$211K	0.02%	484
2024 Q2	$1.28M	Buy	+3,360	New	+$1.27M	0.03%	460

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

Mizuho Securities USA's EG Position: Q1 2026 in Review

Mizuho Securities USA reduced its Everest Group (EG) stake by 20% in Q1 2026, selling an estimated $196K and leaving 2,460 shares worth $804K. The position accounts for 0.02% of the portfolio, ranked #587.

Mizuho Securities USA first reported a position in EG in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.48M in Q4 2024. 663 funds tracked by Wall St. Rank hold EG as of Q1 2026.

Mizuho Securities USA held 2,460 shares of Everest Group worth $804K as of Q1 2026.
Mizuho Securities USA sold 597 Everest Group shares in Q1 2026, an estimated $196K.
Everest Group made up 0.02% of Mizuho Securities USA's portfolio in Q1 2026, its #587 holding.
Mizuho Securities USA first reported a position in Everest Group in Q2 2024 and has held it in 8 quarters since.
Mizuho Securities USA's Everest Group position peaked at $1.48M in Q4 2024.
663 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on Mizuho Securities USA's 13F filing for Q1 2026, filed 11 May 2026.