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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
Q2 		$714 Buy
2
+1
+100% +$342 ﹤0.01% 628
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
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
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

MOTCO's EG Position: Q2 2026 in Review

MOTCO increased its Everest Group (EG) stake by 100% in Q2 2026, buying an estimated $342 and bringing the position to 2 shares worth $714. The position accounts for ﹤0.01% of the portfolio, ranked #628.

MOTCO first reported a position in EG in Q2 2023 and has held it in 6 quarters since. 689 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • MOTCO held 2 shares of Everest Group worth $714 as of Q2 2026.
  • MOTCO bought 1 Everest Group share in Q2 2026, an estimated $342.
  • Everest Group made up ﹤0.01% of MOTCO's portfolio in Q2 2026, its #628 holding.
  • MOTCO first reported a position in Everest Group in Q2 2023 and has held it in 6 quarters since.
  • 689 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on MOTCO's 13F filing for Q2 2026, filed 31 Jul 2026.