Schroder Investment Management Group’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $438K | Sell |
1,355
-1,514
| -53% | -$498K | ﹤0.01% | 1100 |
|
|
2025
Q4 | $979K | Sell |
2,869
-14,010
| -83% | -$4.63M | ﹤0.01% | 987 |
|
|
2025
Q3 | $5.83M | Sell |
16,879
-199
| -1% | -$67.2K | ﹤0.01% | 748 |
|
|
2025
Q2 | $5.8M | Buy |
17,078
+13,825
| +425% | +$4.77M | ﹤0.01% | 740 |
|
|
2025
Q1 | $1.18M | Sell |
3,253
-7,678
| -70% | -$2.71M | ﹤0.01% | 969 |
|
|
2024
Q4 | $3.93M | Sell |
10,931
-76,583
| -88% | -$28.7M | ﹤0.01% | 816 |
|
|
2024
Q3 | $34.6M | Buy |
87,514
+3,301
| +4% | +$1.26M | 0.04% | 385 |
|
|
2024
Q2 | $32.1M | Sell |
84,213
-11,905
| -12% | -$4.5M | 0.04% | 377 |
|
|
2024
Q1 | $38.2M | Sell |
96,118
-62,030
| -39% | -$23.3M | 0.04% | 349 |
|
|
2023
Q4 | $55.9M | Sell |
158,148
-3,313
| -2% | -$1.28M | 0.07% | 252 |
|
|
2023
Q3 | $60M | Buy |
161,461
+33,493
| +26% | +$12.2M | 0.09% | 216 |
|
|
2023
Q2 | $43.7M | Buy |
127,968
+2,603
| +2% | +$940K | 0.06% | 307 |
|
|
2023
Q1 | $44.9M | Buy |
125,365
+12,830
| +11% | +$4.61M | 0.07% | 297 |
|
|
2022
Q4 | $37.3M | Buy |
112,535
+20,156
| +22% | +$6.28M | 0.06% | 320 |
|
|
2022
Q3 | $24.2M | Buy |
92,379
+3,687
| +4% | +$998K | 0.04% | 397 |
|
|
2022
Q2 | $24.7M | Buy |
88,692
+24,902
| +39% | +$7.04M | 0.04% | 409 |
|
|
2022
Q1 | $19.4M | Buy |
63,790
+5,693
| +10% | +$1.64M | 0.03% | 504 |
|
|
2021
Q4 | $15.9M | Buy |
58,097
+8,296
| +17% | +$2.24M | 0.02% | 517 |
|
|
2021
Q3 | $12.5M | Sell |
49,801
-2,386
| -5% | -$612K | 0.02% | 585 |
|
|
2021
Q2 | $13.2M | Buy |
52,187
+12,670
| +32% | +$3.3M | 0.02% | 604 |
|
|
2021
Q1 | $9.79M | Sell |
39,517
-44,321
| -53% | -$10.6M | 0.01% | 671 |
|
|
2020
Q4 | $19.6M | Buy |
83,838
+46,943
| +127% | +$10.4M | 0.03% | 486 |
|
|
2020
Q3 | $7.33M | Sell |
36,895
-9,495
| -20% | -$2.03M | 0.01% | 646 |
|
|
2020
Q2 | $9.56M | Sell |
46,390
-35,671
| -43% | -$6.95M | 0.02% | 573 |
|
|
2020
Q1 | $15.6M | Buy |
82,061
+40,348
| +97% | +$10.3M | 0.03% | 428 |
|
|
2019
Q4 | $11.5M | Buy |
41,713
+16,043
| +62% | +$4.23M | 0.02% | 608 |
|
|
2019
Q3 | $6.83M | Buy |
25,670
+15,314
| +148% | +$3.87M | 0.01% | 697 |
|
|
2019
Q2 | $2.56M | Sell |
10,356
-61,510
| -86% | -$14.8M | ﹤0.01% | 788 |
|
|
2019
Q1 | $15.5M | Sell |
71,866
-29,692
| -29% | -$6.46M | 0.03% | 505 |
|
|
2018
Q4 | $22.1K | Sell |
101,558
-65,764
| -39% | -$14.3M | 0.04% | 410 |
|
|
2018
Q3 | $38.2M | Sell |
167,322
-50,173
| -23% | -$11.2M | 0.07% | 329 |
|
|
2018
Q2 | $50.3M | Buy |
217,495
+19,694
| +10% | +$4.62M | 0.09% | 274 |
|
|
2018
Q1 | $50.8M | Sell |
197,801
-181,222
| -48% | -$43.5M | 0.09% | 276 |
|
|
2017
Q4 | $83.9M | Sell |
379,023
-59,485
| -14% | -$13.4M | 0.14% | 191 |
|
|
2017
Q3 | $97.7M | Buy |
438,508
+134,219
| +44% | +$33.8M | 0.17% | 144 |
|
|
2017
Q2 | $77.6M | Sell |
304,289
-128,377
| -30% | -$31.7M | 0.14% | 185 |
|
|
2017
Q1 | $102M | Sell |
432,666
-5,503
| -1% | -$1.26M | 0.18% | 142 |
|
|
2016
Q4 | $94.8M | Buy |
438,169
+58,131
| +15% | +$12M | 0.18% | 140 |
|
|
2016
Q3 | $72.2M | Sell |
380,038
-8,420
| -2% | -$1.58M | 0.13% | 186 |
|
|
2016
Q2 | $71M | Buy |
388,458
+100,023
| +35% | +$18.4M | 0.14% | 174 |
|
|
2016
Q1 | $56.8M | Sell |
288,435
-215,270
| -43% | -$39.8M | 0.12% | 213 |
|
|
2015
Q4 | $92.2M | Buy |
503,705
+17,561
| +4% | +$3.19M | 0.19% | 134 |
|
|
2015
Q3 | $84.3M | Sell |
486,144
-2,310
| -0.5% | -$418K | 0.18% | 146 |
|
|
2015
Q2 | $88.6M | Buy |
488,454
+49,631
| +11% | +$9.03M | 0.17% | 143 |
|
|
2015
Q1 | $76.2M | Sell |
438,823
-142,230
| -24% | -$25M | 0.15% | 182 |
|
|
2014
Q4 | $99M | Buy |
581,053
+99,353
| +21% | +$16.8M | 0.19% | 142 |
|
|
2014
Q3 | $78M | Buy |
481,700
+426,335
| +770% | +$69M | 0.1% | 189 |
|
|
2014
Q2 | $8.89M | Sell |
55,365
-29,244
| -35% | -$4.63M | 0.01% | 651 |
|
|
2014
Q1 | $12.9M | Buy |
84,609
+47,709
| +129% | +$7.05M | 0.01% | 574 |
|
|
2013
Q4 | $5.75M | Buy |
36,900
+23,000
| +165% | +$3.51M | 0.01% | 773 |
|
|
2013
Q3 | $2.02M | Buy |
13,900
+6,700
| +93% | +$908K | ﹤0.01% | 914 |
|
|
2013
Q2 | $923K | Buy |
+7,200
| New | +$931K | ﹤0.01% | 1020 |
|
Other funds holding EG
VCM
VPM
VVP
Schroder Investment Management Group's EG Position: Q1 2026 in Review
Schroder Investment Management Group reduced its Everest Group (EG) stake by 53% in Q1 2026, selling an estimated $498K and leaving 1,355 shares worth $438K. The position accounts for ﹤0.01% of the portfolio, ranked #1100.
Schroder Investment Management Group first reported a position in EG in Q2 2013 and has held it in 52 quarters since. The position peaked at $102M in Q1 2017. 663 funds tracked by Wall St. Rank hold EG as of Q1 2026.
- Schroder Investment Management Group held 1,355 shares of Everest Group worth $438K as of Q1 2026.
- Schroder Investment Management Group sold 1,514 Everest Group shares in Q1 2026, an estimated $498K.
- Everest Group made up ﹤0.01% of Schroder Investment Management Group's portfolio in Q1 2026, its #1100 holding.
- Schroder Investment Management Group first reported a position in Everest Group in Q2 2013 and has held it in 52 quarters since.
- Schroder Investment Management Group's Everest Group position peaked at $102M in Q1 2017.
- 663 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.
Based on Schroder Investment Management Group's 13F filing for Q1 2026, filed 14 May 2026.