New Vernon Investment Management’s Everest Group EG Stock Holding History

New Vernon Investment Management’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	$4.29M	Buy	13,136 +6,568	+100%	+$2.16M	4.56%	6
2025 Q4	$2.23M	Hold	6,568	–	–	2.17%	15
2025 Q3	$2.3M	Hold	6,568	–	–	2.15%	17
2025 Q2	$2.23M	Hold	6,568	–	–	2.6%	14
2025 Q1	$2.39M	Sell	6,568 -13,282	-67%	-$4.69M	3.19%	11
2024 Q4	$2.14M	Buy	19,850 +11,093	+127%	+$4.15M	2.82%	16
2024 Q3	$3.42M	Hold	8,757	–	–	3.68%	12
2024 Q2	$3.34M	Sell	8,757 -8,757	-50%	-$3.31M	4.33%	8
2024 Q1	$6.96M	Hold	17,514	–	–	5.91%	9
2023 Q4	$6.19M	Buy	17,514 +3,503	+25%	+$1.36M	7.13%	2
2023 Q3	$5.21M	Hold	14,011	–	–	7.96%	5
2023 Q2	$4.79M	Hold	14,011	–	–	7.76%	5
2023 Q1	$5.02M	Sell	14,011 -3,503	-20%	-$1.26M	10.33%	2
2022 Q4	$5.8M	Hold	17,514	–	–	8.91%	3
2022 Q3	$4.6M	Hold	17,514	–	–	9.37%	2
2022 Q2	$4.91M	Hold	17,514	–	–	8.45%	3
2022 Q1	$5.28M	Hold	17,514	–	–	7.36%	6
2021 Q4	$4.8M	Hold	17,514	–	–	7.69%	6
2021 Q3	$4.39M	Hold	17,514	–	–	7.45%	4
2021 Q2	$4.41M	Hold	17,514	–	–	7.4%	5
2021 Q1	$4.34M	Hold	17,514	–	–	7.19%	4
2020 Q4	$4.1M	Hold	17,514	–	–	7.79%	3
2020 Q3	$3.46M	Hold	17,514	–	–	7.8%	1
2020 Q2	$3.61M	Buy	17,514 +8,757	+100%	+$1.71M	9.07%	1
2020 Q1	$1.69M	Buy	+8,757	New	+$2.24M	4.4%	8
2019 Q4	–	Sell	-13,958	Closed	-$3.71M	–	41
2019 Q3	$3.71M	Buy	13,958 +5,165	+59%	+$1.3M	7.78%	4
2019 Q2	$2.17M	Hold	8,793	–	–	4.29%	8
2019 Q1	$1.9M	Sell	8,793 -324	-4%	-$70.5K	4.55%	8
2018 Q4	$1.99M	Sell	9,117 -1,410	-13%	-$307K	5.74%	5
2018 Q3	$2.4M	Hold	10,527	–	–	2.85%	12
2018 Q2	$2.43M	Hold	10,527	–	–	2.77%	12
2018 Q1	$2.7M	Sell	10,527 -5,134	-33%	-$1.23M	3.23%	8
2017 Q4	$3.46M	Buy	+15,661	New	+$3.53M	3.61%	8

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

New Vernon Investment Management's EG Position: Q1 2026 in Review

New Vernon Investment Management increased its Everest Group (EG) stake by 100% in Q1 2026, buying an estimated $2.16M and bringing the position to 13,136 shares worth $4.29M. The position accounts for 4.56% of the portfolio, ranked #6.

New Vernon Investment Management first reported a position in EG in Q4 2017 and has held it in 33 quarters since. The position peaked at $6.96M in Q1 2024. 664 funds tracked by Wall St. Rank hold EG as of Q1 2026.

New Vernon Investment Management held 13,136 shares of Everest Group worth $4.29M as of Q1 2026.
New Vernon Investment Management bought 6,568 Everest Group shares in Q1 2026, an estimated $2.16M.
Everest Group made up 4.56% of New Vernon Investment Management's portfolio in Q1 2026, its #6 holding.
New Vernon Investment Management first reported a position in Everest Group in Q4 2017 and has held it in 33 quarters since.
New Vernon Investment Management's Everest Group position peaked at $6.96M in Q1 2024.
664 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on New Vernon Investment Management's 13F filing for Q1 2026, filed 15 May 2026.