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Summit Trail Advisors’s Everest Group EG Stock Holding History

Summit Trail 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 		$1.04M Buy
2,920
+202
+7% +$69.2K 0.01% 976
2026
Q1 		$889K Buy
2,718
+850
+46% +$280K 0.01% 984
2025
Q4 		$634K Sell
1,868
-30
-2% -$9.91K 0.01% 1010
2025
Q3 		$665K Buy
+1,898
New +$641K 0.01% 996
2018
Q1 		– Sell
-35
Closed -$8K – 786
2017
Q4 		$8K Buy
+35
New +$7.89K ﹤0.01% 1278

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 $3.37T AUM 44.26% 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

Summit Trail Advisors's EG Position: Q2 2026 in Review

Summit Trail Advisors increased its Everest Group (EG) stake by 7.4% in Q2 2026, buying an estimated $69.2K and bringing the position to 2,920 shares worth $1.04M. The position accounts for 0.01% of the portfolio, ranked #976.

Summit Trail Advisors first reported a position in EG in Q4 2017 and has held it in 5 quarters since. 689 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Summit Trail Advisors held 2,920 shares of Everest Group worth $1.04M as of Q2 2026.
  • Summit Trail Advisors bought 202 Everest Group shares in Q2 2026, an estimated $69.2K.
  • Everest Group made up 0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #976 holding.
  • Summit Trail Advisors first reported a position in Everest Group in Q4 2017 and has held it in 5 quarters since.
  • 689 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.