North Star Investment Management’s Everest Group EG Stock Holding History

North Star 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 Q2	$2.86K	Sell	8 -2	-20%	-$685	﹤0.01%	1365
2026 Q1	$3.27K	Buy	10 +2	+25%	+$658	﹤0.01%	1309
2025 Q4	$2.71K	Buy	+8	New	+$2.64K	﹤0.01%	1264
2023 Q4	–	Sell	-2	Closed	-$743	–	1225
2023 Q3	$743	Hold	2	–	–	﹤0.01%	1166
2023 Q2	$684	Hold	2	–	–	﹤0.01%	1195
2023 Q1	$716	Hold	2	–	–	﹤0.01%	1202
2022 Q4	$663	Buy	+2	New	+$623	﹤0.01%	1208
2016 Q2	–	Sell	-250	Closed	-$49K	–	793
2016 Q1	$49K	Sell	250 -150	-38%	-$27.7K	0.01%	403
2015 Q4	$73K	Hold	400	–	–	0.01%	367
2015 Q3	$69K	Buy	+400	New	+$72.4K	0.01%	370

Other funds holding EG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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 Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

North Star Investment Management's EG Position: Q2 2026 in Review

North Star Investment Management reduced its Everest Group (EG) stake by 20% in Q2 2026, selling an estimated $685 and leaving 8 shares worth $2.86K. The position accounts for ﹤0.01% of the portfolio, ranked #1365.

North Star Investment Management first reported a position in EG in Q3 2015 and has held it in 10 quarters since. The position peaked at $73K in Q4 2015. 691 funds tracked by Wall St. Rank hold EG as of Q2 2026.

North Star Investment Management held 8 shares of Everest Group worth $2.86K as of Q2 2026.
North Star Investment Management sold 2 Everest Group shares in Q2 2026, an estimated $685.
Everest Group made up ﹤0.01% of North Star Investment Management's portfolio in Q2 2026, its #1365 holding.
North Star Investment Management first reported a position in Everest Group in Q3 2015 and has held it in 10 quarters since.
North Star Investment Management's Everest Group position peaked at $73K in Q4 2015.
691 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on North Star Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.