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Reflection Asset Management’s Everest Group EG Stock Holding History

Reflection Asset Management’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 		$1.26M Buy
3,865
+304
+9% +$100K 0.77% 39
2025
Q4 		$1.21M Buy
+3,561
New +$1.18M 0.86% 34

Other funds holding EG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Reflection Asset Management's EG Position: Q1 2026 in Review

Reflection Asset Management increased its Everest Group (EG) stake by 8.5% in Q1 2026, buying an estimated $100K and bringing the position to 3,865 shares worth $1.26M. The position accounts for 0.77% of the portfolio, ranked #39.

Reflection Asset Management first reported a position in EG in Q4 2025 and has held it in 2 quarters since. 670 funds tracked by Wall St. Rank hold EG as of Q1 2026.

  • Reflection Asset Management held 3,865 shares of Everest Group worth $1.26M as of Q1 2026.
  • Reflection Asset Management bought 304 Everest Group shares in Q1 2026, an estimated $100K.
  • Everest Group made up 0.77% of Reflection Asset Management's portfolio in Q1 2026, its #39 holding.
  • Reflection Asset Management first reported a position in Everest Group in Q4 2025 and has held it in 2 quarters since.
  • 670 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on Reflection Asset Management's 13F filing for Q1 2026, filed 26 Aug 2026.