Polianta Ltd’s Everest Group EG Stock Holding History

Polianta Ltd’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	$2M	Buy	+5,600	New	+$1.92M	0.25%	28
2025 Q1	–	Sell	-3,500	Closed	-$1.27M	–	80
2024 Q4	$1.27M	Buy	3,500 +600	+21%	+$225K	0.61%	32
2024 Q3	$1.14M	Hold	2,900	–	–	0.53%	54
2024 Q2	$1.1M	Hold	2,900	–	–	0.56%	28
2024 Q1	$1.15M	Buy	+2,900	New	+$1.09M	0.56%	49
2021 Q1	–	Sell	-5,200	Closed	-$1.22M	–	74
2020 Q4	$1.22M	Buy	+5,200	New	+$1.15M	0.67%	39
2020 Q3	–	Sell	-4,800	Closed	-$989K	–	76
2020 Q2	$989K	Buy	4,800 +400	+9%	+$77.9K	0.64%	48
2020 Q1	$846K	Buy	+4,400	New	+$1.12M	0.58%	26
2017 Q3	–	Sell	-4,400	Closed	-$1.12M	–	83
2017 Q2	$1.12M	Buy	+4,400	New	+$1.09M	0.47%	44

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

Polianta Ltd's EG Position: Q2 2026 in Review

Polianta Ltd opened a new position in Everest Group (EG) in Q2 2026: 5,600 shares worth $2M. The stake represents 0.25% of the portfolio and ranks #28 among its holdings. This is a return to the name: Polianta Ltd previously reported a position in EG as recently as Q4 2024.

Polianta Ltd first reported a position in EG in Q2 2017 and has held it in 9 quarters since. 690 funds tracked by Wall St. Rank hold EG as of Q2 2026.

Polianta Ltd held 5,600 shares of Everest Group worth $2M as of Q2 2026.
Everest Group was a new Polianta Ltd position in Q2 2026.
Everest Group made up 0.25% of Polianta Ltd's portfolio in Q2 2026, its #28 holding.
Polianta Ltd first reported a position in Everest Group in Q2 2017 and has held it in 9 quarters since.
690 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Polianta Ltd's 13F filing for Q2 2026, filed 8 Jul 2026.