Van Den Berg Management I’s Everest Group EG Stock Holding History

Van Den Berg Management I’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	$354K	Sell	1,082 -158	-13%	-$52K	0.08%	77
2025 Q4	$421K	Sell	1,240 -4,078	-77%	-$1.35M	0.1%	76
2025 Q3	$1.86M	Sell	5,318 -462	-8%	-$156K	0.47%	46
2025 Q2	$1.96M	Sell	5,780 -8,830	-60%	-$3.05M	0.56%	42
2025 Q1	$5.31M	Buy	14,610 +1,148	+9%	+$406K	1.63%	25
2024 Q4	$4.88M	Buy	13,462 +40	+0.3%	+$15K	1.41%	27
2024 Q3	$5.26M	Buy	13,422 +1,398	+12%	+$533K	1.52%	25
2024 Q2	$4.58M	Buy	12,024 +4,915	+69%	+$1.86M	1.36%	28
2024 Q1	$2.83M	Buy	+7,109	New	+$2.67M	0.83%	37

Other funds holding EG

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 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 Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Van Den Berg Management I's EG Position: Q1 2026 in Review

Van Den Berg Management I reduced its Everest Group (EG) stake by 13% in Q1 2026, selling an estimated $52K and leaving 1,082 shares worth $354K. The position accounts for 0.08% of the portfolio, ranked #77.

Van Den Berg Management I first reported a position in EG in Q1 2024 and has held it in 9 quarters since. The position peaked at $5.31M in Q1 2025. 664 funds tracked by Wall St. Rank hold EG as of Q1 2026.

Van Den Berg Management I held 1,082 shares of Everest Group worth $354K as of Q1 2026.
Van Den Berg Management I sold 158 Everest Group shares in Q1 2026, an estimated $52K.
Everest Group made up 0.08% of Van Den Berg Management I's portfolio in Q1 2026, its #77 holding.
Van Den Berg Management I first reported a position in Everest Group in Q1 2024 and has held it in 9 quarters since.
Van Den Berg Management I's Everest Group position peaked at $5.31M in Q1 2025.
664 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on Van Den Berg Management I's 13F filing for Q1 2026, filed 15 May 2026.