MML Investors Services
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MML Investors Services’s Everest Group EG Stock Holding History

MML Investors 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 		$437K Buy
1,223
+60
+5% +$20.5K ﹤0.01% 2563
2026
Q1 		$380K Sell
1,163
-1,153
-50% -$379K ﹤0.01% 2398
2025
Q4 		$786K Sell
2,316
-91
-4% -$30.1K ﹤0.01% 1961
2025
Q3 		$843K Buy
2,407
+436
+22% +$147K ﹤0.01% 1854
2025
Q2 		$670K Sell
1,971
-402
-17% -$139K ﹤0.01% 1907
2025
Q1 		$862K Buy
2,373
+615
+35% +$217K ﹤0.01% 1680
2024
Q4 		$637K Buy
1,758
+615
+54% +$230K ﹤0.01% 1789
2024
Q3 		$448K Buy
1,143
+297
+35% +$113K ﹤0.01% 1935
2024
Q2 		$322K Sell
846
-3,558
-81% -$1.35M ﹤0.01% 2040
2024
Q1 		$1.75M Sell
4,404
-1,213
-22% -$455K 0.01% 1107
2023
Q4 		$1.99M Buy
5,617
+951
+20% +$368K 0.01% 999
2023
Q3 		$1.73M Sell
4,666
-366
-7% -$133K 0.01% 950
2023
Q2 		$1.72M Buy
5,032
+924
+22% +$334K 0.01% 973
2023
Q1 		$1.47M Buy
4,108
+1,521
+59% +$547K 0.01% 900
2022
Q4 		$857K Buy
2,587
+1,773
+218% +$552K 0.01% 1233
2022
Q3 		$214K Buy
+814
New +$220K ﹤0.01% 1897
2020
Q1 		– Sell
-996
Closed -$276K – 1425
2019
Q4 		$276K Sell
996
-3
-0.3% -$791 ﹤0.01% 1279
2019
Q3 		$266K Sell
999
-43
-4% -$10.9K ﹤0.01% 1251
2019
Q2 		$258K Buy
1,042
+30
+3% +$7.2K ﹤0.01% 1371
2019
Q1 		$219K Buy
1,012
+62
+7% +$13.5K ﹤0.01% 1435
2018
Q4 		$207K Sell
950
-45
-5% -$9.8K ﹤0.01% 1360
2018
Q3 		$227K Buy
995
+22
+2% +$4.92K ﹤0.01% 1432
2018
Q2 		$224K Buy
+973
New +$228K ﹤0.01% 1219

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
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 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

MML Investors Services's EG Position: Q2 2026 in Review

MML Investors Services increased its Everest Group (EG) stake by 5.2% in Q2 2026, buying an estimated $20.5K and bringing the position to 1,223 shares worth $437K. The position accounts for ﹤0.01% of the portfolio, ranked #2563.

MML Investors Services first reported a position in EG in Q2 2018 and has held it in 23 quarters since. The position peaked at $1.99M in Q4 2023. 366 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • MML Investors Services held 1,223 shares of Everest Group worth $437K as of Q2 2026.
  • MML Investors Services bought 60 Everest Group shares in Q2 2026, an estimated $20.5K.
  • Everest Group made up ﹤0.01% of MML Investors Services's portfolio in Q2 2026, its #2563 holding.
  • MML Investors Services first reported a position in Everest Group in Q2 2018 and has held it in 23 quarters since.
  • MML Investors Services's Everest Group position peaked at $1.99M in Q4 2023.
  • 366 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.