Ray Dalio
EG icon

Ray Dalio’s Everest Group EG Stock Holding History

Ray Dalio’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 		$5.75M Sell
17,580
-54,503
-76% -$17.9M 0.03% 392
2025
Q4 		$24.5M Sell
72,083
-41,279
-36% -$13.6M 0.09% 167
2025
Q3 		$39.7M Sell
113,362
-3,430
-3% -$1.16M 0.16% 103
2025
Q2 		$39.7M Buy
116,792
+23,020
+25% +$7.94M 0.16% 103
2025
Q1 		$34.1M Buy
93,772
+49,574
+112% +$17.5M 0.16% 120
2024
Q4 		$16M Buy
44,198
+16,901
+62% +$6.33M 0.07% 188
2024
Q3 		$10.7M Buy
27,297
+3,834
+16% +$1.46M 0.06% 257
2024
Q2 		$8.94M Buy
23,463
+3,146
+15% +$1.19M 0.05% 260
2024
Q1 		$8.08M Sell
20,317
-50
-0.2% -$18.7K 0.04% 300
2023
Q4 		$7.2M Buy
20,367
+1,627
+9% +$630K 0.04% 312
2023
Q3 		$6.97M Buy
18,740
+3,580
+24% +$1.3M 0.04% 295
2023
Q2 		$5.18M Sell
15,160
-63
-0.4% -$22.8K 0.03% 307
2023
Q1 		$5.45M Sell
15,223
-20,295
-57% -$7.29M 0.03% 294
2022
Q4 		$11.8M Sell
35,518
-30,181
-46% -$9.4M 0.06% 226
2022
Q3 		$17.2M Buy
+65,699
New +$17.8M 0.09% 172
2022
Q2 		– Sell
-15,511
Closed -$4.67M – 1015
2022
Q1 		$4.67M Buy
15,511
+10,449
+206% +$3M 0.02% 490
2021
Q4 		$1.39M Buy
+5,062
New +$1.37M 0.01% 515
2020
Q2 		– Sell
-1,764
Closed -$339K – 427
2020
Q1 		$339K Buy
+1,764
New +$450K 0.01% 332
2018
Q2 		– Sell
-992
Closed -$255K – 481
2018
Q1 		$255K Buy
+992
New +$238K ﹤0.01% 445
2017
Q4 		– Sell
-9,864
Closed -$2.25M – 274
2017
Q3 		$2.25M Buy
+9,864
New +$2.49M 0.02% 171
2015
Q2 		– Sell
-2,600
Closed -$452K – 340
2015
Q1 		$452K Buy
+2,600
New +$457K ﹤0.01% 255

Other funds holding EG

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Ray Dalio's EG Position: Q1 2026 in Review

Ray Dalio reduced its Everest Group (EG) stake by 76% in Q1 2026, selling an estimated $17.9M and leaving 17,580 shares worth $5.75M. The position accounts for 0.03% of the portfolio, ranked #392.

Ray Dalio first reported a position in EG in Q1 2015 and has held it in 21 quarters since. The position peaked at $39.7M in Q3 2025. 666 funds tracked by Wall St. Rank hold EG as of Q1 2026.

  • Ray Dalio held 17,580 shares of Everest Group worth $5.75M as of Q1 2026.
  • Ray Dalio sold 54,503 Everest Group shares in Q1 2026, an estimated $17.9M.
  • Everest Group made up 0.03% of Ray Dalio's portfolio in Q1 2026, its #392 holding.
  • Ray Dalio first reported a position in Everest Group in Q1 2015 and has held it in 21 quarters since.
  • Ray Dalio's Everest Group position peaked at $39.7M in Q3 2025.
  • 666 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on Bridgewater Associates's 13F filing for Q1 2026, filed 15 May 2026.