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 Q2	$294K	Sell	822 -260	-24%	-$89K	0.06%	78
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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 Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Van Den Berg Management I's EG Position: Q2 2026 in Review

Van Den Berg Management I reduced its Everest Group (EG) stake by 24% in Q2 2026, selling an estimated $89K and leaving 822 shares worth $294K. The position accounts for 0.06% of the portfolio, ranked #78.

Van Den Berg Management I first reported a position in EG in Q1 2024 and has held it in 10 quarters since. The position peaked at $5.31M in Q1 2025. 690 funds tracked by Wall St. Rank hold EG as of Q2 2026.

Van Den Berg Management I held 822 shares of Everest Group worth $294K as of Q2 2026.
Van Den Berg Management I sold 260 Everest Group shares in Q2 2026, an estimated $89K.
Everest Group made up 0.06% of Van Den Berg Management I's portfolio in Q2 2026, its #78 holding.
Van Den Berg Management I first reported a position in Everest Group in Q1 2024 and has held it in 10 quarters since.
Van Den Berg Management I's Everest Group position peaked at $5.31M in Q1 2025.
690 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Van Den Berg Management I's 13F filing for Q2 2026, filed 14 Aug 2026.