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 Q1	$132M	Hold	403,500	–	–	0.58%	55
2025 Q4	$137M	Sell	403,500 -7,000	-2%	-$2.31M	0.63%	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	–	–	0.66%	42
2023 Q1	$100M	Sell	280,000 -10,000	-3%	-$3.59M	0.73%	41
2022 Q4	$96.1M	Hold	290,000	–	–	0.77%	33
2022 Q3	$76.1K	Buy	290,000 +20,000	+7%	+$5.41M	0.49%	54
2022 Q2	$75.7K	Buy	270,000 +16,750	+7%	+$4.73M	0.44%	57
2022 Q1	$76.3K	Hold	253,250	–	–	0.35%	69
2021 Q4	$69.4K	Hold	253,250	–	–	0.28%	85
2021 Q3	$63.5K	Hold	253,250	–	–	0.28%	94
2021 Q2	$63.8K	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	0.39%	82

Other funds holding EG

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return