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Ogorek Anthony Joseph’s Everest Group EG Stock Holding History

Ogorek Anthony Joseph’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 		$1K Hold
5
– – ﹤0.01% 607
2026
Q1 		$1K Hold
5
– – ﹤0.01% 601
2025
Q4 		$1K Hold
5
– – ﹤0.01% 598
2025
Q3 		$1K Hold
5
– – ﹤0.01% 607
2025
Q2 		$1K Hold
5
– – ﹤0.01% 591
2025
Q1 		$1K Hold
5
– – ﹤0.01% 590
2024
Q4 		$1K Hold
5
– – ﹤0.01% 290
2024
Q3 		$1K Buy
+5
New +$1.91K ﹤0.01% 259

Other funds holding EG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
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
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Ogorek Anthony Joseph's EG Position: Q2 2026 in Review

Ogorek Anthony Joseph held its Everest Group (EG) position steady in Q2 2026 at 5 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #607.

Ogorek Anthony Joseph first reported a position in EG in Q3 2024 and has held it in 8 quarters since. 690 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Ogorek Anthony Joseph held 5 shares of Everest Group worth $1K as of Q2 2026.
  • Ogorek Anthony Joseph left its Everest Group share count unchanged in Q2 2026.
  • Everest Group made up ﹤0.01% of Ogorek Anthony Joseph's portfolio in Q2 2026, its #607 holding.
  • Ogorek Anthony Joseph first reported a position in Everest Group in Q3 2024 and has held it in 8 quarters since.
  • 690 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Ogorek Anthony Joseph's 13F filing for Q2 2026, filed 7 Aug 2026.