TRCT
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Tower Research Capital (TRC)’s Everest Group EG Stock Holding History

Tower Research Capital (TRC)’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 		$553K Sell
1,693
-882
-34% -$290K 0.01% 844
2025
Q4 		$874K Buy
2,575
+2,079
+419% +$687K 0.02% 555
2025
Q3 		$174K Sell
496
-580
-54% -$196K ﹤0.01% 1576
2025
Q2 		$366K Sell
1,076
-258
-19% -$89K 0.01% 1246
2025
Q1 		$485K Sell
1,334
-1,811
-58% -$640K 0.01% 850
2024
Q4 		$1.14M Buy
3,145
+650
+26% +$243K 0.02% 566
2024
Q3 		$978K Buy
2,495
+113
+5% +$43K 0.03% 540
2024
Q2 		$908K Buy
2,382
+1,211
+103% +$458K 0.02% 840
2024
Q1 		$465K Sell
1,171
-5,538
-83% -$2.08M 0.01% 908
2023
Q4 		$2.37M Buy
6,709
+4,641
+224% +$1.8M 0.03% 461
2023
Q3 		$769K Buy
2,068
+625
+43% +$227K 0.02% 651
2023
Q2 		$493K Buy
1,443
+784
+119% +$283K 0.02% 989
2023
Q1 		$236K Sell
659
-169
-20% -$60.7K 0.01% 1270
2022
Q4 		$275K Sell
828
-3,238
-80% -$1.01M 0.01% 1081
2022
Q3 		$1.07M Buy
4,066
+1,840
+83% +$498K 0.02% 684
2022
Q2 		$624K Sell
2,226
-2,727
-55% -$771K 0.01% 989
2022
Q1 		$1.49M Sell
4,953
-4,550
-48% -$1.31M 0.01% 652
2021
Q4 		$2.6M Buy
9,503
+9,037
+1,939% +$2.44M 0.05% 337
2021
Q3 		$117K Sell
466
-371
-44% -$95.2K ﹤0.01% 2263
2021
Q2 		$211K Sell
837
-5,971
-88% -$1.55M 0.01% 1884
2021
Q1 		$1.69M Buy
6,808
+4,356
+178% +$1.04M 0.03% 544
2020
Q4 		$574K Sell
2,452
-1,359
-36% -$300K 0.02% 892
2020
Q3 		$752K Buy
3,811
+2,413
+173% +$517K 0.01% 1255
2020
Q2 		$288K Sell
1,398
-481
-26% -$93.7K 0.01% 1477
2020
Q1 		$362K Buy
1,879
+1,514
+415% +$387K 0.02% 546
2019
Q4 		$101K Sell
365
-56
-13% -$14.8K 0.01% 933
2019
Q3 		$112K Sell
421
-622
-60% -$157K 0.01% 1284
2019
Q2 		$258K Sell
1,043
-199
-16% -$47.8K 0.02% 752
2019
Q1 		$268K Buy
1,242
+201
+19% +$43.7K 0.02% 1001
2018
Q4 		$227K Sell
1,041
-916
-47% -$200K 0.02% 647
2018
Q3 		$447K Buy
1,957
+427
+28% +$95.6K 0.03% 536
2018
Q2 		$353K Buy
+1,530
New +$359K 0.02% 798
2018
Q1 		– Sell
-651
Closed -$144K – 3381
2017
Q4 		$144K Buy
+651
New +$147K 0.02% 701
2017
Q3 		– Sell
-17
Closed -$4K – 3851
2017
Q2 		$4K Sell
17
-83
-83% -$20.5K ﹤0.01% 2081
2017
Q1 		$23K Sell
100
-393
-80% -$89.7K ﹤0.01% 1207
2016
Q4 		$107K Sell
493
-1,057
-68% -$218K 0.01% 930
2016
Q3 		$294K Buy
1,550
+1,513
+4,089% +$284K 0.03% 322
2016
Q2 		$7K Buy
+37
New +$6.8K ﹤0.01% 3126
2016
Q1 		– Sell
-1,450
Closed -$265K – 4295
2015
Q4 		$265K Buy
+1,450
New +$263K 0.04% 163
2015
Q2 		– Sell
-900
Closed -$164K – 4514
2015
Q1 		$157K Buy
900
+856
+1,945% +$150K 0.02% 558
2014
Q4 		$7K Buy
+44
New +$7.43K ﹤0.01% 2434
2014
Q3 		– Sell
-6,346
Closed -$1.02M – 4506
2014
Q2 		$1.02M Buy
6,346
+5,748
+961% +$910K 0.13% 90
2014
Q1 		$92K Buy
598
+78
+15% +$11.5K 0.01% 754
2013
Q4 		$81K Sell
520
-1,853
-78% -$283K 0.01% 983
2013
Q3 		$345K Buy
2,373
+2,173
+1,087% +$294K 0.04% 446
2013
Q2 		$26K Buy
+200
New +$25.9K ﹤0.01% 1464

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

Tower Research Capital (TRC)'s EG Position: Q1 2026 in Review

Tower Research Capital (TRC) reduced its Everest Group (EG) stake by 34% in Q1 2026, selling an estimated $290K and leaving 1,693 shares worth $553K. The position accounts for 0.01% of the portfolio, ranked #844.

Tower Research Capital (TRC) first reported a position in EG in Q2 2013 and has held it in 46 quarters since. The position peaked at $2.6M in Q4 2021. 664 funds tracked by Wall St. Rank hold EG as of Q1 2026.

  • Tower Research Capital (TRC) held 1,693 shares of Everest Group worth $553K as of Q1 2026.
  • Tower Research Capital (TRC) sold 882 Everest Group shares in Q1 2026, an estimated $290K.
  • Everest Group made up 0.01% of Tower Research Capital (TRC)'s portfolio in Q1 2026, its #844 holding.
  • Tower Research Capital (TRC) first reported a position in Everest Group in Q2 2013 and has held it in 46 quarters since.
  • Tower Research Capital (TRC)'s Everest Group position peaked at $2.6M in Q4 2021.
  • 664 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on Tower Research Capital (TRC)'s 13F filing for Q1 2026, filed 15 May 2026.