Rockefeller Capital Management
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Rockefeller Capital Management’s Everest Group EG Stock Holding History

Rockefeller Capital 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
Q2 		$290K Sell
812
-549
-40% -$188K ﹤0.01% 2397
2026
Q1 		$445K Sell
1,361
-20
-1% -$6.58K ﹤0.01% 2039
2025
Q4 		$469K Sell
1,381
-81
-6% -$26.7K ﹤0.01% 1943
2025
Q3 		$512K Buy
+1,462
New +$494K ﹤0.01% 1752
2023
Q2 		– Sell
-828
Closed -$296K – 1869
2023
Q1 		$296K Buy
828
+34
+4% +$12.2K ﹤0.01% 1582
2022
Q4 		$262K Buy
794
+243
+44% +$75.7K ﹤0.01% 1540
2022
Q3 		$143K Sell
551
-31
-5% -$8.39K ﹤0.01% 1806
2022
Q2 		$162K Buy
582
+324
+126% +$91.6K ﹤0.01% 1708
2022
Q1 		$77K Sell
258
-241
-48% -$69.2K ﹤0.01% 2098
2021
Q4 		$136K Buy
499
+1
+0.2% +$270 ﹤0.01% 1801
2021
Q3 		$124K Buy
498
+236
+90% +$60.5K ﹤0.01% 1774
2021
Q2 		$66K Buy
262
+200
+323% +$52.1K ﹤0.01% 1953
2021
Q1 		$15K Buy
62
+43
+226% +$10.2K ﹤0.01% 2405
2020
Q4 		$4K Sell
19
-30
-61% -$6.62K ﹤0.01% 2480
2020
Q3 		$9K Buy
49
+30
+158% +$6.42K ﹤0.01% 2036
2020
Q2 		$4K Sell
19
-12
-39% -$2.34K ﹤0.01% 2150
2020
Q1 		$6K Sell
31
-23
-43% -$5.87K ﹤0.01% 1886
2019
Q4 		$15K Buy
54
+1
+2% +$264 ﹤0.01% 1483
2019
Q3 		$14K Sell
53
-8
-13% -$2.02K ﹤0.01% 1321
2019
Q2 		$15K Sell
61
-27
-31% -$6.48K ﹤0.01% 1097
2019
Q1 		$19K Buy
+88
New +$19.2K ﹤0.01% 1254

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Rockefeller Capital Management's EG Position: Q2 2026 in Review

Rockefeller Capital Management reduced its Everest Group (EG) stake by 40% in Q2 2026, selling an estimated $188K and leaving 812 shares worth $290K. The position accounts for ﹤0.01% of the portfolio, ranked #2397.

Rockefeller Capital Management first reported a position in EG in Q1 2019 and has held it in 21 quarters since. The position peaked at $512K in Q3 2025. 686 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Rockefeller Capital Management held 812 shares of Everest Group worth $290K as of Q2 2026.
  • Rockefeller Capital Management sold 549 Everest Group shares in Q2 2026, an estimated $188K.
  • Everest Group made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #2397 holding.
  • Rockefeller Capital Management first reported a position in Everest Group in Q1 2019 and has held it in 21 quarters since.
  • Rockefeller Capital Management's Everest Group position peaked at $512K in Q3 2025.
  • 686 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.