SC
EG icon

Savant Capital’s Everest Group EG Stock Holding History

Savant Capital’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 		$442K Sell
1,234
-482
-28% -$165K ﹤0.01% 1289
2026
Q1 		$561K Buy
1,716
+913
+114% +$300K ﹤0.01% 856
2025
Q4 		$272K Sell
803
-214
-21% -$70.7K ﹤0.01% 1116
2025
Q3 		$356K Sell
1,017
-106
-9% -$35.8K ﹤0.01% 939
2025
Q2 		$382K Buy
1,123
+106
+10% +$36.6K ﹤0.01% 851
2025
Q1 		$369K Sell
1,017
-321
-24% -$113K ﹤0.01% 762
2024
Q4 		$485K Buy
1,338
+22
+2% +$8.24K ﹤0.01% 900
2024
Q3 		$515K Sell
1,316
-1,880
-59% -$716K ﹤0.01% 857
2024
Q2 		$1.22M Sell
3,196
-1,816
-36% -$687K 0.01% 528
2024
Q1 		$1.99M Buy
5,012
+4,334
+639% +$1.63M 0.02% 355
2023
Q4 		$240K Sell
678
-8
-1% -$3.1K ﹤0.01% 766
2023
Q3 		$255K Sell
686
-15
-2% -$5.44K ﹤0.01% 702
2023
Q2 		$240K Buy
701
+8
+1% +$2.89K ﹤0.01% 699
2023
Q1 		$248K Buy
693
+82
+13% +$29.5K ﹤0.01% 639
2022
Q4 		$202K Buy
+611
New +$190K ﹤0.01% 556
2020
Q1 		– Sell
-854
Closed -$236K – 391
2019
Q4 		$236K Hold
854
– – 0.03% 316
2019
Q3 		$227K Buy
+854
New +$216K 0.03% 304

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

Savant Capital's EG Position: Q2 2026 in Review

Savant Capital reduced its Everest Group (EG) stake by 28% in Q2 2026, selling an estimated $165K and leaving 1,234 shares worth $442K. The position accounts for ﹤0.01% of the portfolio, ranked #1289.

Savant Capital first reported a position in EG in Q3 2019 and has held it in 17 quarters since. The position peaked at $1.99M in Q1 2024. 686 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Savant Capital held 1,234 shares of Everest Group worth $442K as of Q2 2026.
  • Savant Capital sold 482 Everest Group shares in Q2 2026, an estimated $165K.
  • Everest Group made up ﹤0.01% of Savant Capital's portfolio in Q2 2026, its #1289 holding.
  • Savant Capital first reported a position in Everest Group in Q3 2019 and has held it in 17 quarters since.
  • Savant Capital's Everest Group position peaked at $1.99M in Q1 2024.
  • 686 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.