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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
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 $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 Trail Advisors's EG Position: Q1 2026 in Review

Summit Trail Advisors increased its Everest Group (EG) stake by 46% in Q1 2026, buying an estimated $280K and bringing the position to 2,718 shares worth $889K. The position accounts for 0.01% of the portfolio, ranked #984.

Summit Trail Advisors first reported a position in EG in Q4 2017 and has held it in 4 quarters since. 663 funds tracked by Wall St. Rank hold EG as of Q1 2026.

  • Summit Trail Advisors held 2,718 shares of Everest Group worth $889K as of Q1 2026.
  • Summit Trail Advisors bought 850 Everest Group shares in Q1 2026, an estimated $280K.
  • Everest Group made up 0.01% of Summit Trail Advisors's portfolio in Q1 2026, its #984 holding.
  • Summit Trail Advisors first reported a position in Everest Group in Q4 2017 and has held it in 4 quarters since.
  • 663 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.