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Waverly Advisors’s Everest Group EG Stock Holding History

Waverly Advisors’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 		$6.47M Sell
18,102
-6,457
-26% -$2.21M 0.04% 379
2026
Q1 		$8.03M Sell
24,559
-3,057
-11% -$1.01M 0.06% 308
2025
Q4 		$9.37M Sell
27,616
-1,941
-7% -$641K 0.08% 255
2025
Q3 		$10.4M Buy
29,557
+1,030
+4% +$348K 0.1% 196
2025
Q2 		$9.69M Sell
28,527
-107
-0.4% -$36.9K 0.11% 194
2025
Q1 		$10.4M Buy
+28,634
New +$10.1M 0.13% 176
2018
Q1 		– Sell
-1,768
Closed -$391K – 241
2017
Q4 		$391K Hold
1,768
– – 0.06% 166
2017
Q3 		$404K Sell
1,768
-407
-19% -$103K 0.09% 152
2017
Q2 		$554K Hold
2,175
– – 0.14% 126
2017
Q1 		$509K Buy
+2,175
New +$497K 0.13% 129
2015
Q4 		– Sell
-541
Closed -$94K – 201
2015
Q3 		$94K Buy
541
+160
+42% +$28.9K 0.06% 76
2015
Q2 		$69K Sell
381
-54
-12% -$9.83K 0.04% 100
2015
Q1 		$76K Hold
435
– – 0.04% 88
2014
Q4 		$74K Hold
435
– – 0.04% 92
2014
Q3 		$70K Buy
435
+28
+7% +$4.53K 0.04% 179
2014
Q2 		$65K Sell
407
-51
-11% -$8.07K 0.03% 201
2014
Q1 		$70K Buy
458
+31
+7% +$4.58K 0.03% 183
2013
Q4 		$67K Hold
427
– – 0.02% 290
2013
Q3 		$62K Buy
+427
New +$57.9K 0.03% 215

Other funds holding EG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
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
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Waverly Advisors's EG Position: Q2 2026 in Review

Waverly Advisors reduced its Everest Group (EG) stake by 26% in Q2 2026, selling an estimated $2.21M and leaving 18,102 shares worth $6.47M. The position accounts for 0.04% of the portfolio, ranked #379.

Waverly Advisors first reported a position in EG in Q3 2013 and has held it in 19 quarters since. The position peaked at $10.4M in Q1 2025. 688 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Waverly Advisors held 18,102 shares of Everest Group worth $6.47M as of Q2 2026.
  • Waverly Advisors sold 6,457 Everest Group shares in Q2 2026, an estimated $2.21M.
  • Everest Group made up 0.04% of Waverly Advisors's portfolio in Q2 2026, its #379 holding.
  • Waverly Advisors first reported a position in Everest Group in Q3 2013 and has held it in 19 quarters since.
  • Waverly Advisors's Everest Group position peaked at $10.4M in Q1 2025.
  • 688 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.