Voleon Capital Management’s Everest Group EG Stock Holding History

Voleon 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	$1.12M	Buy	3,440 +2,793	+432%	+$919K	0.02%	420
2025 Q4	$220K	Sell	647 -326	-34%	-$108K	﹤0.01%	715
2025 Q3	$341K	Buy	+973	New	+$329K	0.01%	689
2025 Q2	–	Sell	-815	Closed	-$296K	–	492
2025 Q1	$296K	Sell	815 -6,770	-89%	-$2.39M	0.02%	294
2024 Q4	$2.75M	Buy	+7,585	New	+$2.84M	0.2%	114
2019 Q3	–	Sell	-14,000	Closed	-$3.46M	–	176
2019 Q2	$3.46M	Buy	+14,000	New	+$3.36M	0.2%	94
2019 Q1	–	Sell	-17,000	Closed	-$3.7M	–	35
2018 Q4	$3.7M	Buy	+17,000	New	+$3.7M	0.35%	43

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

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

Voleon Capital Management increased its Everest Group (EG) stake by 432% in Q1 2026, buying an estimated $919K and bringing the position to 3,440 shares worth $1.12M. The position accounts for 0.02% of the portfolio, ranked #420.

Voleon Capital Management first reported a position in EG in Q4 2018 and has held it in 7 quarters since. The position peaked at $3.7M in Q4 2018. 664 funds tracked by Wall St. Rank hold EG as of Q1 2026.

Voleon Capital Management held 3,440 shares of Everest Group worth $1.12M as of Q1 2026.
Voleon Capital Management bought 2,793 Everest Group shares in Q1 2026, an estimated $919K.
Everest Group made up 0.02% of Voleon Capital Management's portfolio in Q1 2026, its #420 holding.
Voleon Capital Management first reported a position in Everest Group in Q4 2018 and has held it in 7 quarters since.
Voleon Capital Management's Everest Group position peaked at $3.7M in Q4 2018.
664 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on Voleon Capital Management's 13F filing for Q1 2026, filed 15 May 2026.