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Systematic Financial Management’s Everest Group EG Stock Holding History

Systematic Financial Management’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 		$39.2M Buy
119,974
+3,826
+3% +$1.26M 0.9% 32
2025
Q4 		$39.4M Sell
116,148
-201
-0.2% -$66.4K 0.93% 30
2025
Q3 		$40.7M Sell
116,349
-970
-0.8% -$327K 0.99% 24
2025
Q2 		$39.9M Buy
117,319
+1,161
+1% +$401K 1.06% 25
2025
Q1 		$42.2M Buy
116,158
+8,839
+8% +$3.12M 1.2% 15
2024
Q4 		$38.9M Buy
107,319
+3,084
+3% +$1.15M 0.99% 24
2024
Q3 		$40.8M Buy
104,235
+9,667
+10% +$3.68M 1.04% 16
2024
Q2 		$36M Sell
94,568
-6,724
-7% -$2.54M 1.09% 15
2024
Q1 		$40.3M Sell
101,292
-2,033
-2% -$762K 1.12% 12
2023
Q4 		$36.5M Buy
103,325
+7,544
+8% +$2.92M 1.08% 15
2023
Q3 		$35.6M Sell
95,781
-2,054
-2% -$745K 1.15% 13
2023
Q2 		$33.4M Sell
97,835
-2,664
-3% -$962K 1.06% 16
2023
Q1 		$36M Sell
100,499
-1,077
-1% -$387K 1.18% 14
2022
Q4 		$33.6M Sell
101,576
-7,184
-7% -$2.24M 1.1% 13
2022
Q3 		$28.5M Sell
108,760
-260
-0.2% -$70.3K 1.04% 17
2022
Q2 		$30.6M Buy
109,020
+7,104
+7% +$2.01M 1.06% 16
2022
Q1 		$30.7M Buy
101,916
+44
+0% +$12.6K 0.96% 26
2021
Q4 		$27.9M Sell
101,872
-2,649
-3% -$716K 0.83% 38
2021
Q3 		$26.2M Buy
104,521
+4,353
+4% +$1.12M 0.81% 48
2021
Q2 		$25.2M Buy
100,168
+31,420
+46% +$8.18M 0.76% 51
2021
Q1 		$17M Buy
68,748
+28,448
+71% +$6.77M 0.62% 72
2020
Q4 		$9.43M Buy
40,300
+7,060
+21% +$1.56M 0.41% 109
2020
Q3 		$6.57M Buy
33,240
+33,210
+110,700% +$7.11M 0.36% 119
2020
Q2 		$6K Buy
+30
New +$5.84K ﹤0.01% 497
2014
Q3 		– Sell
-93,645
Closed -$15M – 689
2014
Q2 		$15M Sell
93,645
-155,764
-62% -$24.7M 0.1% 212
2014
Q1 		$38.2M Sell
249,409
-65,796
-21% -$9.72M 0.26% 100
2013
Q4 		$49.1M Sell
315,205
-539,764
-63% -$82.4M 0.36% 84
2013
Q3 		$124M Buy
+854,969
New +$116M 0.98% 23

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

Systematic Financial Management's EG Position: Q1 2026 in Review

Systematic Financial Management increased its Everest Group (EG) stake by 3.3% in Q1 2026, buying an estimated $1.26M and bringing the position to 119,974 shares worth $39.2M. The position accounts for 0.9% of the portfolio, ranked #32.

Systematic Financial Management first reported a position in EG in Q3 2013 and has held it in 28 quarters since. The position peaked at $124M in Q3 2013. 663 funds tracked by Wall St. Rank hold EG as of Q1 2026.

  • Systematic Financial Management held 119,974 shares of Everest Group worth $39.2M as of Q1 2026.
  • Systematic Financial Management bought 3,826 Everest Group shares in Q1 2026, an estimated $1.26M.
  • Everest Group made up 0.9% of Systematic Financial Management's portfolio in Q1 2026, its #32 holding.
  • Systematic Financial Management first reported a position in Everest Group in Q3 2013 and has held it in 28 quarters since.
  • Systematic Financial Management's Everest Group position peaked at $124M in Q3 2013.
  • 663 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on Systematic Financial Management's 13F filing for Q1 2026, filed 13 May 2026.