Principal Financial Group
EVER icon

Principal Financial Group’s EverQuote EVER Stock Holding History

Principal Financial Group’s Portfolio EVER Stock Details EVER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.52M Buy
147,936
+10,362
+8% +$190K ﹤0.01% 1748
2026
Q1 		$2.12M Buy
137,574
+94,467
+219% +$1.79M ﹤0.01% 1815
2025
Q4 		$1.16M Buy
43,107
+13,546
+46% +$328K ﹤0.01% 1930
2025
Q3 		$676K Buy
29,561
+10,255
+53% +$248K ﹤0.01% 1996
2025
Q2 		$467K Buy
+19,306
New +$457K ﹤0.01% 2002
2023
Q1 		– Sell
-25,771
Closed -$380K – 2474
2022
Q4 		$380K Buy
+25,771
New +$242K ﹤0.01% 2042

Other funds holding EVER

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Principal Financial Group's EVER Position: Q2 2026 in Review

Principal Financial Group increased its EverQuote (EVER) stake by 7.5% in Q2 2026, buying an estimated $190K and bringing the position to 147,936 shares worth $3.52M. The position accounts for ﹤0.01% of the portfolio, ranked #1748.

Principal Financial Group first reported a position in EVER in Q4 2022 and has held it in 6 quarters since. 243 funds tracked by Wall St. Rank hold EVER as of Q2 2026.

  • Principal Financial Group held 147,936 shares of EverQuote worth $3.52M as of Q2 2026.
  • Principal Financial Group bought 10,362 EverQuote shares in Q2 2026, an estimated $190K.
  • EverQuote made up ﹤0.01% of Principal Financial Group's portfolio in Q2 2026, its #1748 holding.
  • Principal Financial Group first reported a position in EverQuote in Q4 2022 and has held it in 6 quarters since.
  • 243 funds tracked by Wall St. Rank held EverQuote as of Q2 2026.

Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.