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MOTCO’s Everest Group EG Stock Holding History

MOTCO’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 		$327 Hold
1
– – ﹤0.01% 592
2025
Q4 		$339 Hold
1
– – ﹤0.01% 620
2025
Q3 		$350 Hold
1
– – ﹤0.01% 633
2025
Q2 		$336 Buy
+1
New +$345 ﹤0.01% 601
2023
Q3 		– Sell
-1
Closed -$342 – 873
2023
Q2 		$342 Buy
+1
New +$361 ﹤0.01% 917

Other funds holding EG

BlackRock
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
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
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

MOTCO's EG Position: Q1 2026 in Review

MOTCO held its Everest Group (EG) position steady in Q1 2026 at 1 share worth $327. The position accounts for ﹤0.01% of the portfolio, ranked #592.

MOTCO first reported a position in EG in Q2 2023 and has held it in 5 quarters since. The position peaked at $350 in Q3 2025. 664 funds tracked by Wall St. Rank hold EG as of Q1 2026.

  • MOTCO held 1 share of Everest Group worth $327 as of Q1 2026.
  • MOTCO left its Everest Group share count unchanged in Q1 2026.
  • Everest Group made up ﹤0.01% of MOTCO's portfolio in Q1 2026, its #592 holding.
  • MOTCO first reported a position in Everest Group in Q2 2023 and has held it in 5 quarters since.
  • MOTCO's Everest Group position peaked at $350 in Q3 2025.
  • 664 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on MOTCO's 13F filing for Q1 2026, filed 22 Apr 2026.