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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
Q2 		$1.23M Sell
3,439
-278
-7% -$95.2K 0.07% 124
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
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

Strategic Investment Advisors's EG Position: Q2 2026 in Review

Strategic Investment Advisors reduced its Everest Group (EG) stake by 7.5% in Q2 2026, selling an estimated $95.2K and leaving 3,439 shares worth $1.23M. The position accounts for 0.07% of the portfolio, ranked #124.

Strategic Investment Advisors first reported a position in EG in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.39M in Q3 2024. 690 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Strategic Investment Advisors held 3,439 shares of Everest Group worth $1.23M as of Q2 2026.
  • Strategic Investment Advisors sold 278 Everest Group shares in Q2 2026, an estimated $95.2K.
  • Everest Group made up 0.07% of Strategic Investment Advisors's portfolio in Q2 2026, its #124 holding.
  • Strategic Investment Advisors first reported a position in Everest Group in Q4 2023 and has held it in 11 quarters since.
  • Strategic Investment Advisors's Everest Group position peaked at $2.39M in Q3 2024.
  • 690 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Strategic Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.