Strategic Investment Advisors’s Everest Group EG Stock Holding History

Strategic Investment Advisors’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 Q1	$1.21M	Buy	3,717 +1,578	+74%	+$519K	0.08%	129
2025 Q4	$726K	Sell	2,139 -3,219	-60%	-$1.06M	0.06%	126
2025 Q3	$1.88M	Sell	5,358 -138	-3%	-$46.6K	0.17%	68
2025 Q2	$1.86M	Sell	5,496 -225	-4%	-$77.6K	0.18%	62
2025 Q1	$2.08M	Sell	5,721 -40	-0.7%	-$14.1K	0.22%	60
2024 Q4	$2.09M	Sell	5,761 -331	-5%	-$124K	0.22%	58
2024 Q3	$2.39M	Buy	6,092 +2,904	+91%	+$1.11M	0.26%	55
2024 Q2	$1.21M	Buy	3,188 +23	+0.7%	+$8.7K	0.15%	92
2024 Q1	$1.26M	Buy	3,165 +40	+1%	+$15K	0.16%	90
2023 Q4	$1.1M	Buy	+3,125	New	+$1.21M	0.16%	87

Other funds holding EG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Strategic Investment Advisors's EG Position: Q1 2026 in Review

Strategic Investment Advisors increased its Everest Group (EG) stake by 74% in Q1 2026, buying an estimated $519K and bringing the position to 3,717 shares worth $1.21M. The position accounts for 0.08% of the portfolio, ranked #129.

Strategic Investment Advisors first reported a position in EG in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.39M in Q3 2024. 664 funds tracked by Wall St. Rank hold EG as of Q1 2026.

Strategic Investment Advisors held 3,717 shares of Everest Group worth $1.21M as of Q1 2026.
Strategic Investment Advisors bought 1,578 Everest Group shares in Q1 2026, an estimated $519K.
Everest Group made up 0.08% of Strategic Investment Advisors's portfolio in Q1 2026, its #129 holding.
Strategic Investment Advisors first reported a position in Everest Group in Q4 2023 and has held it in 10 quarters since.
Strategic Investment Advisors's Everest Group position peaked at $2.39M in Q3 2024.
664 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on Strategic Investment Advisors's 13F filing for Q1 2026, filed 18 May 2026.