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MUFG Securities Americas’s Everest Group EG Stock Holding History

MUFG Securities Americas’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 		$368K Sell
1,126
-5
-0.4% -$1.65K 0.02% 443
2025
Q4 		$384K Hold
1,131
– – 0.02% 435
2025
Q3 		$396K Buy
1,131
+188
+20% +$63.5K 0.03% 427
2025
Q2 		$320K Buy
943
+182
+24% +$62.8K 0.03% 422
2025
Q1 		$276K Buy
761
+126
+20% +$44.5K 0.03% 404
2024
Q4 		$230K Buy
+635
New +$238K 0.03% 417

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

MUFG Securities Americas's EG Position: Q1 2026 in Review

MUFG Securities Americas reduced its Everest Group (EG) stake by 0.44% in Q1 2026, selling an estimated $1.65K and leaving 1,126 shares worth $368K. The position accounts for 0.02% of the portfolio, ranked #443.

MUFG Securities Americas first reported a position in EG in Q4 2024 and has held it in 6 quarters since. The position peaked at $396K in Q3 2025. 664 funds tracked by Wall St. Rank hold EG as of Q1 2026.

  • MUFG Securities Americas held 1,126 shares of Everest Group worth $368K as of Q1 2026.
  • MUFG Securities Americas sold 5 Everest Group shares in Q1 2026, an estimated $1.65K.
  • Everest Group made up 0.02% of MUFG Securities Americas's portfolio in Q1 2026, its #443 holding.
  • MUFG Securities Americas first reported a position in Everest Group in Q4 2024 and has held it in 6 quarters since.
  • MUFG Securities Americas's Everest Group position peaked at $396K in Q3 2025.
  • 664 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

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