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Summitry LLC’s Everest Group EG Stock Holding History

Summitry LLC’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 		$295K Buy
827
+209
+34% +$71.6K 0.01% 248
2026
Q1 		$202K Buy
+618
New +$203K 0.01% 281

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

Summitry LLC's EG Position: Q2 2026 in Review

Summitry LLC increased its Everest Group (EG) stake by 34% in Q2 2026, buying an estimated $71.6K and bringing the position to 827 shares worth $295K. The position accounts for 0.01% of the portfolio, ranked #248.

Summitry LLC first reported a position in EG in Q1 2026 and has held it in 2 quarters since. 686 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Summitry LLC held 827 shares of Everest Group worth $295K as of Q2 2026.
  • Summitry LLC bought 209 Everest Group shares in Q2 2026, an estimated $71.6K.
  • Everest Group made up 0.01% of Summitry LLC's portfolio in Q2 2026, its #248 holding.
  • Summitry LLC first reported a position in Everest Group in Q1 2026 and has held it in 2 quarters since.
  • 686 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Summitry LLC's 13F filing for Q2 2026, filed 21 Jul 2026.