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Weiss Asset Management’s Everest Group EG Stock Holding History

Weiss Asset 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 		– Sell
-8,134
Closed -$2.66M – 702
2026
Q1 		$2.66M Sell
8,134
-3,086
-28% -$1.02M 0.04% 239
2025
Q4 		$3.81M Buy
+11,220
New +$3.71M 0.05% 228
2025
Q1 		– Sell
-74,504
Closed -$27M – 428
2024
Q4 		$27M Buy
74,504
+69,030
+1,261% +$25.9M 0.51% 44
2024
Q3 		$2.14M Buy
+5,474
New +$2.09M 0.05% 321
2023
Q2 		– Sell
-1,400
Closed -$501K – 248
2023
Q1 		$501K Buy
+1,400
New +$503K 0.03% 208

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 $3.38T AUM 44.17% 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

Weiss Asset Management's EG Position: Q2 2026 in Review

Weiss Asset Management sold out of Everest Group (EG) in Q2 2026, closing a stake of 8,134 shares — an estimated $2.66M sold.

Weiss Asset Management first reported a position in EG in Q1 2023 and held it in 5 quarters. The position peaked at $27M in Q4 2024. 690 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Weiss Asset Management reported no remaining Everest Group position as of Q2 2026 after selling out during the quarter.
  • Weiss Asset Management sold 8,134 Everest Group shares in Q2 2026, an estimated $2.66M.
  • Weiss Asset Management first reported a position in Everest Group in Q1 2023 and held it in 5 quarters.
  • Weiss Asset Management's Everest Group position peaked at $27M in Q4 2024.
  • 690 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

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