SGI
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Summit Global Investments’s Everest Group EG Stock Holding History

Summit Global Investments’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 		$2.08M Buy
6,365
+17
+0.3% +$5.59K 0.12% 92
2025
Q4 		$2.15M Sell
6,348
-1,827
-22% -$603K 0.13% 93
2025
Q3 		$2.86M Buy
+8,175
New +$2.76M 0.17% 80
2025
Q1 		– Sell
-17,166
Closed -$6.22M – 478
2024
Q4 		$6.22M Sell
17,166
-20,205
-54% -$7.57M 0.39% 60
2024
Q3 		$14.6M Buy
37,371
+1,686
+5% +$642K 0.93% 19
2024
Q2 		$13.6M Buy
35,685
+10,355
+41% +$3.91M 0.92% 21
2024
Q1 		$10.1M Buy
25,330
+4,826
+24% +$1.81M 0.75% 35
2023
Q4 		$7.25M Buy
20,504
+9,194
+81% +$3.56M 0.47% 46
2023
Q3 		$4.2M Buy
11,310
+1,944
+21% +$706K 0.28% 77
2023
Q2 		$3.2M Buy
9,366
+8,048
+611% +$2.91M 0.21% 105
2023
Q1 		$472K Buy
1,318
+13
+1% +$4.67K 0.04% 358
2022
Q4 		$432K Buy
+1,305
New +$407K 0.04% 343
2021
Q4 		– Sell
-14,812
Closed -$3.71M – 559
2021
Q3 		$3.71M Buy
14,812
+9,433
+175% +$2.42M 0.28% 80
2021
Q2 		$1.36M Buy
+5,379
New +$1.4M 0.08% 179
2020
Q2 		– Sell
-2,461
Closed -$474K – 244
2020
Q1 		$474K Buy
+2,461
New +$628K 0.07% 179
2018
Q2 		– Sell
-1,950
Closed -$501K – 277
2018
Q1 		$501K Buy
+1,950
New +$468K 0.08% 239

Other funds holding EG

BlackRock
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
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
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Summit Global Investments's EG Position: Q1 2026 in Review

Summit Global Investments increased its Everest Group (EG) stake by 0.27% in Q1 2026, buying an estimated $5.59K and bringing the position to 6,365 shares worth $2.08M. The position accounts for 0.12% of the portfolio, ranked #92.

Summit Global Investments first reported a position in EG in Q1 2018 and has held it in 16 quarters since. The position peaked at $14.6M in Q3 2024. 664 funds tracked by Wall St. Rank hold EG as of Q1 2026.

  • Summit Global Investments held 6,365 shares of Everest Group worth $2.08M as of Q1 2026.
  • Summit Global Investments bought 17 Everest Group shares in Q1 2026, an estimated $5.59K.
  • Everest Group made up 0.12% of Summit Global Investments's portfolio in Q1 2026, its #92 holding.
  • Summit Global Investments first reported a position in Everest Group in Q1 2018 and has held it in 16 quarters since.
  • Summit Global Investments's Everest Group position peaked at $14.6M in Q3 2024.
  • 664 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on Summit Global Investments's 13F filing for Q1 2026, filed 7 May 2026.