Nisa Investment Advisors
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Nisa Investment Advisors’s Everest Group EG Stock Holding History

Nisa Investment Advisors’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 		$4.17M Sell
12,756
-196
-2% -$64.5K 0.02% 429
2025
Q4 		$4.4M Buy
12,952
+343
+3% +$113K 0.01% 443
2025
Q3 		$4.42M Sell
12,609
-219
-2% -$73.9K 0.02% 428
2025
Q2 		$4.36M Sell
12,828
-323
-2% -$111K 0.02% 441
2025
Q1 		$4.78M Sell
13,151
-1,160
-8% -$410K 0.02% 420
2024
Q4 		$5.19M Sell
14,311
-10,494
-42% -$3.93M 0.02% 441
2024
Q3 		$9.72M Buy
24,805
+10,537
+74% +$4.01M 0.06% 290
2024
Q2 		$5.44M Sell
14,268
-1,842
-11% -$696K 0.03% 413
2024
Q1 		$6.4M Buy
16,110
+830
+5% +$311K 0.04% 372
2023
Q4 		$5.4M Sell
15,280
-2,351
-13% -$910K 0.04% 394
2023
Q3 		$6.55M Sell
17,631
-6,023
-25% -$2.19M 0.05% 328
2023
Q2 		$8.09M Sell
23,654
-1,182
-5% -$427K 0.06% 302
2023
Q1 		$8.89M Buy
24,836
+2,462
+11% +$885K 0.07% 279
2022
Q4 		$7.41M Sell
22,374
-2,400
-10% -$748K 0.06% 330
2022
Q3 		$6.5M Sell
24,774
-2,685
-10% -$726K 0.06% 324
2022
Q2 		$7.7M Buy
27,459
+8,989
+49% +$2.54M 0.07% 279
2022
Q1 		$5.57M Buy
18,470
+900
+5% +$259K 0.04% 393
2021
Q4 		$4.98M Sell
17,570
-1,100
-6% -$297K 0.04% 400
2021
Q3 		$4.68K Buy
18,670
+40
+0.2% +$10.3K 0.03% 459
2021
Q2 		$4.7K Sell
18,630
-800
-4% -$208K 0.03% 461
2021
Q1 		$4.82K Sell
19,430
-700
-3% -$167K 0.03% 457
2020
Q4 		$4.71M Sell
20,130
-700
-3% -$155K 0.03% 469
2020
Q3 		$4.12M Buy
20,830
+900
+5% +$193K 0.03% 417
2020
Q2 		$4.11M Sell
19,930
-1,715
-8% -$334K 0.04% 391
2020
Q1 		$4.17M Buy
21,645
+2,525
+13% +$645K 0.05% 346
2019
Q4 		$5.29M Sell
19,120
-600
-3% -$158K 0.05% 367
2019
Q3 		$5.25M Hold
19,720
– – 0.05% 367
2019
Q2 		$4.87M Sell
19,720
-1,600
-8% -$384K 0.05% 371
2019
Q1 		$4.6M Sell
21,320
-1,350
-6% -$294K 0.04% 375
2018
Q4 		$4.94M Buy
22,670
+910
+4% +$198K 0.06% 329
2018
Q3 		$4.97M Hold
21,760
– – 0.05% 377
2018
Q2 		$5.01M Sell
21,760
-100
-0.5% -$23.5K 0.05% 349
2018
Q1 		$5.57M Sell
21,860
-300
-1% -$72K 0.06% 309
2017
Q4 		$4.9M Sell
22,160
-2,900
-12% -$654K 0.05% 340
2017
Q3 		$5.72M Sell
25,060
-600
-2% -$151K 0.06% 304
2017
Q2 		$6.53M Sell
25,660
-3,741
-13% -$923K 0.08% 265
2017
Q1 		$6.87M Buy
29,401
+4,341
+17% +$991K 0.08% 256
2016
Q4 		$5.42M Sell
25,060
-2,754
-10% -$568K 0.07% 299
2016
Q3 		$5.28M Buy
27,814
+3,804
+16% +$715K 0.07% 302
2016
Q2 		$4.39M Sell
24,010
-800
-3% -$147K 0.06% 333
2016
Q1 		$4.9M Hold
24,810
– – 0.07% 302
2015
Q4 		$4.54M Sell
24,810
-1,150
-4% -$209K 0.06% 301
2015
Q3 		$4.5M Buy
25,960
+300
+1% +$54.3K 0.07% 291
2015
Q2 		$4.67M Sell
25,660
-100
-0.4% -$18.2K 0.07% 303
2015
Q1 		$4.48M Sell
25,760
-750
-3% -$132K 0.06% 319
2014
Q4 		$4.51M Sell
26,510
-700
-3% -$118K 0.06% 316
2014
Q3 		$4.41M Buy
27,210
+1,600
+6% +$259K 0.06% 299
2014
Q2 		$4.11M Sell
25,610
-1,300
-5% -$206K 0.06% 329
2014
Q1 		$4.12M Buy
26,910
+10
+0% +$1.48K 0.06% 328
2013
Q4 		$4.19M Hold
26,900
– – 0.06% 303
2013
Q3 		$3.91M Sell
26,900
-1,700
-6% -$230K 0.06% 313
2013
Q2 		$3.67M Buy
+28,600
New +$3.7M 0.06% 321

Other funds holding EG

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Nisa Investment Advisors's EG Position: Q1 2026 in Review

Nisa Investment Advisors reduced its Everest Group (EG) stake by 1.5% in Q1 2026, selling an estimated $64.5K and leaving 12,756 shares worth $4.17M. The position accounts for 0.02% of the portfolio, ranked #429.

Nisa Investment Advisors first reported a position in EG in Q2 2013 and has held it in 52 quarters since. The position peaked at $9.72M in Q3 2024. 666 funds tracked by Wall St. Rank hold EG as of Q1 2026.

  • Nisa Investment Advisors held 12,756 shares of Everest Group worth $4.17M as of Q1 2026.
  • Nisa Investment Advisors sold 196 Everest Group shares in Q1 2026, an estimated $64.5K.
  • Everest Group made up 0.02% of Nisa Investment Advisors's portfolio in Q1 2026, its #429 holding.
  • Nisa Investment Advisors first reported a position in Everest Group in Q2 2013 and has held it in 52 quarters since.
  • Nisa Investment Advisors's Everest Group position peaked at $9.72M in Q3 2024.
  • 666 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on Nisa Investment Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.