Polar Capital Holdings’s Everest Group EG Stock Holding History

Polar Capital Holdings’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	$118M	Sell	329,500 -74,000	-18%	-$25.3M	0.28%	73
2026 Q1	$132M	Hold	403,500	–	–	0.47%	55
2025 Q4	$137M	Sell	403,500 -7,000	-2%	-$2.31M	0.53%	52
2025 Q3	$144M	Hold	410,500	–	–	0.69%	46
2025 Q2	$140M	Buy	410,500 +15,500	+4%	+$5.35M	0.73%	42
2025 Q1	$144M	Buy	395,000 +26,250	+7%	+$9.28M	0.87%	28
2024 Q4	$134M	Buy	368,750 +8,750	+2%	+$3.28M	0.75%	33
2024 Q3	$141M	Buy	360,000 +9,022	+3%	+$3.44M	0.67%	32
2024 Q2	$134M	Buy	350,978 +20,000	+6%	+$7.56M	0.79%	32
2024 Q1	$132M	Buy	330,978 +40,000	+14%	+$15M	0.69%	32
2023 Q4	$103M	Buy	290,978 +10,978	+4%	+$4.25M	0.63%	44
2023 Q3	$104M	Hold	280,000	–	–	0.77%	33
2023 Q2	$95.7M	Hold	280,000	–	–	0.48%	42
2023 Q1	$100M	Sell	280,000 -10,000	-3%	-$3.59M	0.65%	41
2022 Q4	$96.1M	Hold	290,000	–	–	0.77%	33
2022 Q3	$76.1M	Buy	290,000 +20,000	+7%	+$5.41M	0.49%	54
2022 Q2	$75.7M	Buy	270,000 +16,750	+7%	+$4.73M	0.44%	57
2022 Q1	$76.3M	Hold	253,250	–	–	0.34%	69
2021 Q4	$69.4M	Hold	253,250	–	–	0.26%	85
2021 Q3	$63.5M	Hold	253,250	–	–	0.26%	94
2021 Q2	$63.8M	Hold	253,250	–	–	0.28%	82
2021 Q1	$62.8M	Hold	253,250	–	–	0.39%	75
2020 Q4	$59.3M	Buy	+253,250	New	+$55.9M	0.36%	82

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 $3.37T AUM 44.26% 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

Polar Capital Holdings's EG Position: Q2 2026 in Review

Polar Capital Holdings reduced its Everest Group (EG) stake by 18% in Q2 2026, selling an estimated $25.3M and leaving 329,500 shares worth $118M. The position accounts for 0.28% of the portfolio, ranked #73.

Polar Capital Holdings first reported a position in EG in Q4 2020 and has held it in 23 quarters since. The position peaked at $144M in Q3 2025. 689 funds tracked by Wall St. Rank hold EG as of Q2 2026.

Polar Capital Holdings held 329,500 shares of Everest Group worth $118M as of Q2 2026.
Polar Capital Holdings sold 74,000 Everest Group shares in Q2 2026, an estimated $25.3M.
Everest Group made up 0.28% of Polar Capital Holdings's portfolio in Q2 2026, its #73 holding.
Polar Capital Holdings first reported a position in Everest Group in Q4 2020 and has held it in 23 quarters since.
Polar Capital Holdings's Everest Group position peaked at $144M in Q3 2025.
689 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Polar Capital Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.