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Trail Ridge Investment Advisors’s Everest Group EG Stock Holding History

Trail Ridge Investment 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 		$302K Sell
925
-420
-31% -$138K 0.13% 88
2025
Q4 		$456K Buy
1,345
+109
+9% +$36K 0.2% 77
2025
Q3 		$433K Buy
1,236
+40
+3% +$13.5K 0.19% 78
2025
Q2 		$402K Buy
1,196
+77
+7% +$26.6K 0.19% 76
2025
Q1 		$407K Sell
1,119
-303
-21% -$107K 0.21% 74
2024
Q4 		$515K Hold
1,422
– – 0.25% 71
2024
Q3 		$548K Sell
1,422
-24
-2% -$9.14K 0.26% 68
2024
Q2 		$551K Buy
1,446
+374
+35% +$141K 0.28% 67
2024
Q1 		$426K Sell
1,072
-64
-6% -$24K 0.24% 73
2023
Q4 		$402K Buy
1,136
+25
+2% +$9.68K 0.25% 78
2023
Q3 		$413K Buy
1,111
+26
+2% +$9.44K 0.28% 74
2023
Q2 		$371K Sell
1,085
-43
-4% -$15.5K 0.23% 86
2023
Q1 		$404K Sell
1,128
-284
-20% -$102K 0.26% 83
2022
Q4 		$468K Sell
1,412
-4
-0.3% -$1.25K 0.32% 77
2022
Q3 		$437K Buy
1,416
+245
+21% +$66.3K 0.29% 85
2022
Q2 		$328K Hold
1,171
– – 0.22% 111
2022
Q1 		$353K Sell
1,171
-34
-3% -$9.77K 0.22% 108
2021
Q4 		$330K Buy
+1,205
New +$326K 0.2% 114

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

Trail Ridge Investment Advisors's EG Position: Q1 2026 in Review

Trail Ridge Investment Advisors reduced its Everest Group (EG) stake by 31% in Q1 2026, selling an estimated $138K and leaving 925 shares worth $302K. The position accounts for 0.13% of the portfolio, ranked #88.

Trail Ridge Investment Advisors first reported a position in EG in Q4 2021 and has held it in 18 quarters since. The position peaked at $551K in Q2 2024. 664 funds tracked by Wall St. Rank hold EG as of Q1 2026.

  • Trail Ridge Investment Advisors held 925 shares of Everest Group worth $302K as of Q1 2026.
  • Trail Ridge Investment Advisors sold 420 Everest Group shares in Q1 2026, an estimated $138K.
  • Everest Group made up 0.13% of Trail Ridge Investment Advisors's portfolio in Q1 2026, its #88 holding.
  • Trail Ridge Investment Advisors first reported a position in Everest Group in Q4 2021 and has held it in 18 quarters since.
  • Trail Ridge Investment Advisors's Everest Group position peaked at $551K in Q2 2024.
  • 664 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on Trail Ridge Investment Advisors's 13F filing for Q1 2026, filed 5 May 2026.