UM
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UniSuper Management’s Everest Group EG Stock Holding History

UniSuper 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
Q2 		$1.34M Sell
3,755
-2,470
-40% -$846K 0.01% 477
2026
Q1 		$2.03M Sell
6,225
-420
-6% -$138K 0.01% 462
2025
Q4 		$2.25M Sell
6,645
-282
-4% -$93.1K 0.01% 457
2025
Q3 		$2.43M Buy
6,927
+694
+11% +$234K 0.01% 457
2025
Q2 		$2.12M Buy
6,233
+171
+3% +$59K 0.01% 464
2025
Q1 		$2.2M Hold
6,062
– – 0.02% 440
2024
Q4 		$2.2M Buy
6,062
+1,379
+29% +$516K 0.02% 429
2024
Q3 		$1.83M Buy
4,683
+128
+3% +$48.8K 0.01% 473
2024
Q2 		$1.74M Buy
4,555
+1,559
+52% +$589K 0.01% 433
2024
Q1 		$1.19M Buy
2,996
+2,524
+535% +$946K 0.01% 435
2023
Q4 		$167K Buy
472
+172
+57% +$66.6K ﹤0.01% 563
2023
Q3 		$112K Hold
300
– – ﹤0.01% 571
2023
Q2 		$103K Buy
+300
New +$108K ﹤0.01% 587

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

UniSuper Management's EG Position: Q2 2026 in Review

UniSuper Management reduced its Everest Group (EG) stake by 40% in Q2 2026, selling an estimated $846K and leaving 3,755 shares worth $1.34M. The position accounts for 0.01% of the portfolio, ranked #477.

UniSuper Management first reported a position in EG in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.43M in Q3 2025. 689 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • UniSuper Management held 3,755 shares of Everest Group worth $1.34M as of Q2 2026.
  • UniSuper Management sold 2,470 Everest Group shares in Q2 2026, an estimated $846K.
  • Everest Group made up 0.01% of UniSuper Management's portfolio in Q2 2026, its #477 holding.
  • UniSuper Management first reported a position in Everest Group in Q2 2023 and has held it in 13 quarters since.
  • UniSuper Management's Everest Group position peaked at $2.43M in Q3 2025.
  • 689 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on UniSuper Management's 13F filing for Q2 2026, filed 14 Aug 2026.