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Sivia Capital Partners’s Everest Group EG Stock Holding History

Sivia Capital Partners’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 		$547K Buy
+1,530
New +$524K 0.07% 325
2026
Q1 		– Sell
-766
Closed -$260K – 516
2025
Q4 		$260K Sell
766
-1,626
-68% -$537K 0.05% 455
2025
Q3 		$838K Buy
2,392
+1,261
+111% +$426K 0.24% 70
2025
Q2 		$384K Buy
+1,131
New +$390K 0.13% 197

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 $3.38T AUM 44.17% 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

Sivia Capital Partners's EG Position: Q2 2026 in Review

Sivia Capital Partners opened a new position in Everest Group (EG) in Q2 2026: 1,530 shares worth $547K. The stake represents 0.07% of the portfolio and ranks #325 among its holdings. This is a return to the name: Sivia Capital Partners previously reported a position in EG as recently as Q4 2025.

Sivia Capital Partners first reported a position in EG in Q2 2025 and has held it in 4 quarters since. The position peaked at $838K in Q3 2025. 690 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Sivia Capital Partners held 1,530 shares of Everest Group worth $547K as of Q2 2026.
  • Everest Group was a new Sivia Capital Partners position in Q2 2026.
  • Everest Group made up 0.07% of Sivia Capital Partners's portfolio in Q2 2026, its #325 holding.
  • Sivia Capital Partners first reported a position in Everest Group in Q2 2025 and has held it in 4 quarters since.
  • Sivia Capital Partners's Everest Group position peaked at $838K in Q3 2025.
  • 690 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Sivia Capital Partners's 13F filing for Q2 2026, filed 23 Jul 2026.