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 Q2	$207K	Sell	580 -2,860	-83%	-$979K	﹤0.01%	728
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 $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

Voleon Capital Management's EG Position: Q2 2026 in Review

Voleon Capital Management reduced its Everest Group (EG) stake by 83% in Q2 2026, selling an estimated $979K and leaving 580 shares worth $207K. The position accounts for ﹤0.01% of the portfolio, ranked #728.

Voleon Capital Management first reported a position in EG in Q4 2018 and has held it in 8 quarters since. The position peaked at $3.7M in Q4 2018. 689 funds tracked by Wall St. Rank hold EG as of Q2 2026.

Voleon Capital Management held 580 shares of Everest Group worth $207K as of Q2 2026.
Voleon Capital Management sold 2,860 Everest Group shares in Q2 2026, an estimated $979K.
Everest Group made up ﹤0.01% of Voleon Capital Management's portfolio in Q2 2026, its #728 holding.
Voleon Capital Management first reported a position in Everest Group in Q4 2018 and has held it in 8 quarters since.
Voleon Capital Management's Everest Group position peaked at $3.7M in Q4 2018.
689 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

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