P
EG icon

&Partners’s Everest Group EG Stock Holding History

&Partners’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 		$629K Buy
1,924
+133
+7% +$43.8K ﹤0.01% 1568
2025
Q4 		$600K Sell
1,791
-531
-23% -$175K ﹤0.01% 1506
2025
Q3 		$812K Buy
2,322
+51
+2% +$17.2K 0.01% 1183
2025
Q2 		$773K Buy
+2,271
New +$783K 0.01% 1116

Other funds holding EG

BlackRock
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
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
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

&Partners's EG Position: Q1 2026 in Review

&Partners increased its Everest Group (EG) stake by 7.4% in Q1 2026, buying an estimated $43.8K and bringing the position to 1,924 shares worth $629K. The position accounts for ﹤0.01% of the portfolio, ranked #1568.

&Partners first reported a position in EG in Q2 2025 and has held it in 4 quarters since. The position peaked at $812K in Q3 2025. 663 funds tracked by Wall St. Rank hold EG as of Q1 2026.

  • &Partners held 1,924 shares of Everest Group worth $629K as of Q1 2026.
  • &Partners bought 133 Everest Group shares in Q1 2026, an estimated $43.8K.
  • Everest Group made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #1568 holding.
  • &Partners first reported a position in Everest Group in Q2 2025 and has held it in 4 quarters since.
  • &Partners's Everest Group position peaked at $812K in Q3 2025.
  • 663 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.