VVP
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Vulcan Value Partners’s Everest Group EG Stock Holding History

Vulcan Value Partners’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 		$445M Sell
1,361,865
-147,875
-10% -$48.7M 11.8% 1
2025
Q4 		$512M Buy
1,509,740
+92,274
+7% +$30.5M 9.24% 2
2025
Q3 		$497M Buy
1,417,466
+172,479
+14% +$58.2M 9% 2
2025
Q2 		$436M Sell
1,244,987
-83,745
-6% -$28.9M 7.68% 3
2025
Q1 		$483M Buy
1,328,732
+350,019
+36% +$124M 9.07% 2
2024
Q4 		$355M Buy
978,713
+720,572
+279% +$270M 5.93% 6
2024
Q3 		$101M Buy
+258,141
New +$98.3M 1.69% 21
2020
Q2 		– Sell
-503,105
Closed -$96.8M – 44
2020
Q1 		$96.8M Sell
503,105
-517,179
-51% -$132M 1% 20
2019
Q4 		$282M Sell
1,020,284
-95,879
-9% -$25.3M 2.17% 18
2019
Q3 		$297M Sell
1,116,163
-13,153
-1% -$3.32M 2.51% 17
2019
Q2 		$279M Sell
1,129,316
-188,145
-14% -$45.1M 2.48% 18
2019
Q1 		$285M Sell
1,317,461
-121,916
-8% -$26.5M 2.45% 20
2018
Q4 		$313M Sell
1,439,377
-432,354
-23% -$94.2M 2.89% 18
2018
Q3 		$428M Buy
1,871,731
+41,009
+2% +$9.18M 3.12% 15
2018
Q2 		$422M Buy
1,830,722
+363,518
+25% +$85.3M 3.26% 15
2018
Q1 		$377M Buy
1,467,204
+23,326
+2% +$5.6M 3.04% 13
2017
Q4 		$319M Buy
1,443,878
+8,517
+0.6% +$1.92M 2.62% 13
2017
Q3 		$328M Sell
1,435,361
-62,596
-4% -$15.8M 2.81% 13
2017
Q2 		$381M Sell
1,497,957
-62,074
-4% -$15.3M 3.4% 10
2017
Q1 		$365M Sell
1,560,031
-421,229
-21% -$96.2M 3.15% 12
2016
Q4 		$429M Sell
1,981,260
-88,158
-4% -$18.2M 3.82% 6
2016
Q3 		$393M Buy
2,069,418
+109,697
+6% +$20.6M 3.61% 8
2016
Q2 		$358M Buy
1,959,721
+61,767
+3% +$11.4M 3.52% 11
2016
Q1 		$375M Sell
1,897,954
-88,266
-4% -$16.3M 3.37% 13
2015
Q4 		$364M Sell
1,986,220
-40,154
-2% -$7.29M 3.38% 11
2015
Q3 		$351M Buy
2,026,374
+86,654
+4% +$15.7M 3.4% 10
2015
Q2 		$353M Sell
1,939,720
-156,177
-7% -$28.4M 3.34% 7
2015
Q1 		$329M Sell
2,095,897
-108,893
-5% -$19.1M 3.27% 7
2014
Q4 		$375M Buy
2,204,790
+381,734
+21% +$64.4M 4.25% 3
2014
Q3 		$300M Buy
1,823,056
+294,358
+19% +$47.7M 4.27% 2
2014
Q2 		$245M Sell
1,528,698
-214,706
-12% -$34M 3.63% 7
2014
Q1 		$267M Buy
1,743,404
+358,325
+26% +$52.9M 4.72% 3
2013
Q4 		$216M Buy
1,385,079
+286,056
+26% +$43.7M 4.53% 3
2013
Q3 		$160M Buy
1,099,023
+267,221
+32% +$36.2M 4.88% 2
2013
Q2 		$107M Buy
+831,802
New +$108M 4.68% 3

Other funds holding EG

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.79B AUM 7.25% 1-Year Est. Return

Vulcan Value Partners's EG Position: Q1 2026 in Review

Vulcan Value Partners reduced its Everest Group (EG) stake by 9.8% in Q1 2026, selling an estimated $48.7M and leaving 1,361,865 shares worth $445M. The position accounts for 11.8% of the portfolio, ranked #1.

Vulcan Value Partners first reported a position in EG in Q2 2013 and has held it in 35 quarters since. The position peaked at $512M in Q4 2025. 663 funds tracked by Wall St. Rank hold EG as of Q1 2026.

  • Vulcan Value Partners held 1,361,865 shares of Everest Group worth $445M as of Q1 2026.
  • Vulcan Value Partners sold 147,875 Everest Group shares in Q1 2026, an estimated $48.7M.
  • Everest Group made up 11.8% of Vulcan Value Partners's portfolio in Q1 2026, its #1 holding.
  • Vulcan Value Partners first reported a position in Everest Group in Q2 2013 and has held it in 35 quarters since.
  • Vulcan Value Partners's Everest Group position peaked at $512M in Q4 2025.
  • 663 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on Vulcan Value Partners's 13F filing for Q1 2026, filed 11 May 2026.