Rothschild Investment LLC’s Everest Group EG Stock Holding History

Rothschild Investment LLC’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	$153K	Sell	427 -309	-42%	-$106K	0.01%	939
2026 Q1	$241K	Sell	736 -566	-43%	-$186K	0.01%	612
2025 Q4	$442K	Sell	1,302 -70	-5%	-$23.1K	0.02%	393
2025 Q3	$481K	Buy	1,372 +1,356	+8,475%	+$458K	0.03%	366
2025 Q2	$5.44K	Buy	16 +15	+1,500%	+$5.17K	﹤0.01%	1475
2025 Q1	$363	Sell	1 -14	-93%	-$4.95K	﹤0.01%	2721
2024 Q4	$5.44K	Buy	15 +13	+650%	+$4.87K	﹤0.01%	1320
2024 Q3	$784	Hold	2	–	–	﹤0.01%	2319
2024 Q2	$762	Sell	2 -2	-50%	-$756	﹤0.01%	1808
2024 Q1	$1.59K	Sell	4 -5	-56%	-$1.88K	﹤0.01%	1230
2023 Q4	$3.18K	Buy	+9	New	+$3.48K	﹤0.01%	1116

Other funds holding EG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Rothschild Investment LLC's EG Position: Q2 2026 in Review

Rothschild Investment LLC reduced its Everest Group (EG) stake by 42% in Q2 2026, selling an estimated $106K and leaving 427 shares worth $153K. The position accounts for 0.01% of the portfolio, ranked #939.

Rothschild Investment LLC first reported a position in EG in Q4 2023 and has held it in 11 quarters since. The position peaked at $481K in Q3 2025. 338 funds tracked by Wall St. Rank hold EG as of Q2 2026.

Rothschild Investment LLC held 427 shares of Everest Group worth $153K as of Q2 2026.
Rothschild Investment LLC sold 309 Everest Group shares in Q2 2026, an estimated $106K.
Everest Group made up 0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #939 holding.
Rothschild Investment LLC first reported a position in Everest Group in Q4 2023 and has held it in 11 quarters since.
Rothschild Investment LLC's Everest Group position peaked at $481K in Q3 2025.
338 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.