Sepio Capital
EG icon

Sepio Capital’s Everest Group EG Stock Holding History

Sepio 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
Q3 		$3.93M Sell
10,759
-147
-1% -$55K 0.16% 68
2026
Q2 		$3.9M Buy
10,906
+1,147
+12% +$393K 0.2% 69
2026
Q1 		$3.19M Buy
9,759
+3,460
+55% +$1.14M 0.17% 79
2025
Q4 		$2.14M Buy
6,299
+1,774
+39% +$586K 0.12% 113
2025
Q3 		$1.58M Buy
+4,525
New +$1.53M 0.09% 121

Other funds holding EG

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vulcan Value Partners
Vulcan Value Partners Birmingham, Alabama $3.13B AUM 1.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Sepio Capital's EG Position: Q3 2026 in Review

Sepio Capital reduced its Everest Group (EG) stake by 1.3% in Q3 2026, selling an estimated $55K and leaving 10,759 shares worth $3.93M. The position accounts for 0.16% of the portfolio, ranked #68.

Sepio Capital first reported a position in EG in Q3 2025 and has held it in 5 quarters since. 402 funds tracked by Wall St. Rank hold EG as of Q3 2026.

  • Sepio Capital held 10,759 shares of Everest Group worth $3.93M as of Q3 2026.
  • Sepio Capital sold 147 Everest Group shares in Q3 2026, an estimated $55K.
  • Everest Group made up 0.16% of Sepio Capital's portfolio in Q3 2026, its #68 holding.
  • Sepio Capital first reported a position in Everest Group in Q3 2025 and has held it in 5 quarters since.
  • 402 funds tracked by Wall St. Rank held Everest Group as of Q3 2026.

Based on Sepio Capital's 13F filing for Q3 2026, filed 22 Oct 2026.