Stoneridge Investment Partners’s Everest Group EG Stock Holding History

Stoneridge Investment 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	$584K	Buy	+1,562	New	+$535K	0.38%	85
2026 Q1	–	Sell	-978	Closed	-$332K	–	134
2025 Q4	$332K	Buy	+978	New	+$323K	0.23%	82
2024 Q2	–	Sell	-1,779	Closed	-$707K	–	135
2024 Q1	$707K	Buy	+1,779	New	+$667K	0.27%	76
2021 Q4	–	Sell	-1,981	Closed	-$497K	–	117
2021 Q3	$497K	Buy	+1,981	New	+$508K	0.25%	86

Other funds holding EG

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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 Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Stoneridge Investment Partners's EG Position: Q2 2026 in Review

Stoneridge Investment Partners opened a new position in Everest Group (EG) in Q2 2026: 1,562 shares worth $584K. The stake represents 0.38% of the portfolio and ranks #85 among its holdings. This is a return to the name: Stoneridge Investment Partners previously reported a position in EG as recently as Q4 2025.

Stoneridge Investment Partners first reported a position in EG in Q3 2021 and has held it in 4 quarters since. The position peaked at $707K in Q1 2024. 686 funds tracked by Wall St. Rank hold EG as of Q2 2026.

Stoneridge Investment Partners held 1,562 shares of Everest Group worth $584K as of Q2 2026.
Everest Group was a new Stoneridge Investment Partners position in Q2 2026.
Everest Group made up 0.38% of Stoneridge Investment Partners's portfolio in Q2 2026, its #85 holding.
Stoneridge Investment Partners first reported a position in Everest Group in Q3 2021 and has held it in 4 quarters since.
Stoneridge Investment Partners's Everest Group position peaked at $707K in Q1 2024.
686 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

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