Universal-Beteiligungs- und Servicegesellschaft
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Universal-Beteiligungs- und Servicegesellschaft’s Everest Group EG Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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 		$18.3M Sell
51,054
-3,186
-6% -$1.09M 0.03% 441
2026
Q1 		$17.8M Buy
54,240
+8,112
+18% +$2.67M 0.03% 427
2025
Q4 		$15.7M Buy
46,128
+2,180
+5% +$720K 0.03% 474
2025
Q3 		$15.4M Buy
43,948
+6,288
+17% +$2.12M 0.03% 467
2025
Q2 		$12.8M Buy
37,660
+3,212
+9% +$1.11M 0.02% 502
2025
Q1 		$12.5M Sell
34,448
-307
-0.9% -$108K 0.03% 498
2024
Q4 		$12.6M Buy
+34,755
New +$13M 0.02% 484

Other funds holding EG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft's EG Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft reduced its Everest Group (EG) stake by 5.9% in Q2 2026, selling an estimated $1.09M and leaving 51,054 shares worth $18.3M. The position accounts for 0.03% of the portfolio, ranked #441.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in EG in Q4 2024 and has held it in 7 quarters since. 456 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Universal-Beteiligungs- und Servicegesellschaft held 51,054 shares of Everest Group worth $18.3M as of Q2 2026.
  • Universal-Beteiligungs- und Servicegesellschaft sold 3,186 Everest Group shares in Q2 2026, an estimated $1.09M.
  • Everest Group made up 0.03% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #441 holding.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in Everest Group in Q4 2024 and has held it in 7 quarters since.
  • 456 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.