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Twin Capital Management’s Everest Group EG Stock Holding History

Twin Capital 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 		$1.3M Buy
3,978
+64
+2% +$21.1K 0.17% 133
2025
Q4 		$1.33M Sell
3,914
-11
-0.3% -$3.63K 0.16% 131
2025
Q3 		$1.37M Sell
3,925
-4,593
-54% -$1.55M 0.17% 127
2025
Q2 		$2.89M Buy
8,518
+227
+3% +$78.3K 0.31% 87
2025
Q1 		$3.01M Sell
8,291
-373
-4% -$132K 0.35% 76
2024
Q4 		$3.14M Buy
8,664
+353
+4% +$132K 0.34% 78
2024
Q3 		$3.26M Sell
8,311
-30
-0.4% -$11.4K 0.37% 73
2024
Q2 		$3.18M Buy
8,341
+327
+4% +$124K 0.37% 66
2024
Q1 		$3.19M Sell
8,014
-2,224
-22% -$834K 0.39% 72
2023
Q4 		$3.62M Sell
10,238
-161
-2% -$62.3K 0.47% 57
2023
Q3 		$3.86M Sell
10,399
-717
-6% -$260K 0.56% 37
2023
Q2 		$3.8M Sell
11,116
-458
-4% -$165K 0.5% 44
2023
Q1 		$4.14M Sell
11,574
-1,992
-15% -$716K 0.57% 38
2022
Q4 		$4.49M Sell
13,566
-684
-5% -$213K 0.58% 40
2022
Q3 		$3.74M Sell
14,250
-165
-1% -$44.6K 0.51% 48
2022
Q2 		$4.04M Sell
14,415
-305
-2% -$86.2K 0.52% 48
2022
Q1 		$4.44M Sell
14,720
-70
-0.5% -$20.1K 0.48% 55
2021
Q4 		$4.05M Sell
14,790
-1,670
-10% -$451K 0.41% 72
2021
Q3 		$4.13M Sell
16,460
-2,500
-13% -$641K 0.42% 70
2021
Q2 		$4.78M Buy
18,960
+280
+1% +$72.9K 0.44% 66
2021
Q1 		$4.63M Sell
18,680
-2,800
-13% -$667K 0.46% 67
2020
Q4 		$5.03M Sell
21,480
-1,120
-5% -$247K 0.46% 67
2020
Q3 		$4.46M Sell
22,600
-510
-2% -$109K 0.4% 74
2020
Q2 		$4.76M Sell
23,110
-1,790
-7% -$349K 0.46% 59
2020
Q1 		$4.79M Sell
24,900
-280
-1% -$71.5K 0.52% 48
2019
Q4 		$6.97M Sell
25,180
-10,310
-29% -$2.72M 0.59% 42
2019
Q3 		$9.44M Sell
35,490
-2,880
-8% -$727K 0.68% 37
2019
Q2 		$9.48M Sell
38,370
-3,370
-8% -$809K 0.66% 37
2019
Q1 		$9.01M Buy
41,740
+250
+0.6% +$54.4K 0.44% 69
2018
Q4 		$9.04M Sell
41,490
-820
-2% -$179K 0.51% 56
2018
Q3 		$9.67M Buy
42,310
+1,595
+4% +$357K 0.44% 66
2018
Q2 		$9.38M Buy
40,715
+1,685
+4% +$396K 0.47% 61
2018
Q1 		$10M Sell
39,030
-2,930
-7% -$703K 0.52% 56
2017
Q4 		$9.28M Buy
41,960
+1,400
+3% +$316K 0.46% 67
2017
Q3 		$9.26M Buy
40,560
+6,680
+20% +$1.68M 0.49% 61
2017
Q2 		$8.63M Sell
33,880
-5,531
-14% -$1.37M 0.51% 57
2017
Q1 		$9.21M Buy
39,411
+8,181
+26% +$1.87M 0.57% 45
2016
Q4 		$6.76M Buy
31,230
+1,800
+6% +$371K 0.43% 68
2016
Q3 		$5.59M Buy
29,430
+9,200
+45% +$1.73M 0.37% 84
2016
Q2 		$3.69M Sell
20,230
-3,800
-16% -$699K 0.28% 116
2016
Q1 		$4.74M Buy
24,030
+50
+0.2% +$9.24K 0.37% 80
2015
Q4 		$4.39M Buy
23,980
+5,350
+29% +$972K 0.36% 83
2015
Q3 		$3.23M Buy
18,630
+650
+4% +$118K 0.31% 101
2015
Q2 		$3.27M Sell
17,980
-3,400
-16% -$619K 0.29% 109
2015
Q1 		$3.72M Buy
21,380
+5,160
+32% +$907K 0.33% 98
2014
Q4 		$2.76M Buy
16,220
+2,650
+20% +$447K 0.26% 114
2014
Q3 		$2.2M Buy
13,570
+850
+7% +$138K 0.22% 138
2014
Q2 		$2.04M Sell
12,720
-1,520
-11% -$241K 0.21% 152
2014
Q1 		$2.18M Sell
14,240
-1,120
-7% -$165K 0.23% 143
2013
Q4 		$2.39M Buy
15,360
+7,680
+100% +$1.17M 0.26% 135
2013
Q3 		$1.12M Buy
+7,680
New +$1.04M 0.12% 236

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

Twin Capital Management's EG Position: Q1 2026 in Review

Twin Capital Management increased its Everest Group (EG) stake by 1.6% in Q1 2026, buying an estimated $21.1K and bringing the position to 3,978 shares worth $1.3M. The position accounts for 0.17% of the portfolio, ranked #133.

Twin Capital Management first reported a position in EG in Q3 2013 and has held it in 51 quarters since. The position peaked at $10M in Q1 2018. 664 funds tracked by Wall St. Rank hold EG as of Q1 2026.

  • Twin Capital Management held 3,978 shares of Everest Group worth $1.3M as of Q1 2026.
  • Twin Capital Management bought 64 Everest Group shares in Q1 2026, an estimated $21.1K.
  • Everest Group made up 0.17% of Twin Capital Management's portfolio in Q1 2026, its #133 holding.
  • Twin Capital Management first reported a position in Everest Group in Q3 2013 and has held it in 51 quarters since.
  • Twin Capital Management's Everest Group position peaked at $10M in Q1 2018.
  • 664 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on Twin Capital Management's 13F filing for Q1 2026, filed 5 May 2026.