NYLIM
EG icon

New York Life Investment Management’s Everest Group EG Stock Holding History

New York Life 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
2025
Q4 		– Sell
-6,119
Closed -$2.14M – 798
2025
Q3 		$2.14M Sell
6,119
-313
-5% -$106K 0.02% 531
2025
Q2 		$2.19M Buy
6,432
+223
+4% +$76.9K 0.02% 513
2025
Q1 		$2.26M Sell
6,209
-33
-0.5% -$11.7K 0.02% 511
2024
Q4 		$2.26M Sell
6,242
-161
-3% -$60.3K 0.02% 522
2024
Q3 		$2.51M Sell
6,403
-72
-1% -$27.4K 0.02% 522
2024
Q2 		$2.47M Buy
6,475
+64
+1% +$24.2K 0.02% 505
2024
Q1 		$2.55M Sell
6,411
-229
-3% -$85.9K 0.03% 499
2023
Q4 		$2.35M Sell
6,640
-100
-1% -$38.7K 0.02% 513
2023
Q3 		$2.51M Buy
6,740
+93
+1% +$33.8K 0.03% 457
2023
Q2 		$2.27M Buy
6,647
+356
+6% +$129K 0.02% 483
2023
Q1 		$2.25M Sell
6,291
-1
-0% -$359 0.03% 486
2022
Q4 		$2.08M Buy
6,292
+226
+4% +$70.4K 0.02% 510
2022
Q3 		$1.59M Sell
6,066
-119
-2% -$32.2K 0.02% 559
2022
Q2 		$1.73M Buy
+6,185
New +$1.75M 0.02% 538

Other funds holding EG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.79B AUM 7.25% 1-Year Est. Return

New York Life Investment Management's EG Position: Q4 2025 in Review

New York Life Investment Management sold out of Everest Group (EG) in Q4 2025, closing a stake of 6,119 shares — an estimated $2.14M sold.

New York Life Investment Management first reported a position in EG in Q2 2022 and held it in 14 quarters. The position peaked at $2.55M in Q1 2024. 685 funds tracked by Wall St. Rank hold EG as of Q4 2025.

  • New York Life Investment Management reported no remaining Everest Group position as of Q4 2025 after selling out during the quarter.
  • New York Life Investment Management sold 6,119 Everest Group shares in Q4 2025, an estimated $2.14M.
  • New York Life Investment Management first reported a position in Everest Group in Q2 2022 and held it in 14 quarters.
  • New York Life Investment Management's Everest Group position peaked at $2.55M in Q1 2024.
  • 685 funds tracked by Wall St. Rank held Everest Group as of Q4 2025.

Based on New York Life Investment Management's 13F filing for Q4 2025, filed 5 Feb 2026.