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World Investment Advisors’s Everest Group EG Stock Holding History

World Investment 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 		$228K Sell
693
-30
-4% -$10.3K ﹤0.01% 1396
2026
Q1 		$236K Sell
723
-193
-21% -$63.5K ﹤0.01% 1404
2025
Q4 		$311K Sell
916
-245
-21% -$80.9K 0.01% 1171
2025
Q3 		$407K Sell
1,161
-8
-0.7% -$2.7K 0.01% 873
2025
Q2 		$397K Sell
1,169
-658
-36% -$227K 0.01% 808
2025
Q1 		$664K Buy
1,827
+765
+72% +$270K 0.02% 609
2024
Q4 		$385K Buy
1,062
+170
+19% +$63.7K 0.01% 734
2024
Q3 		$350K Buy
+892
New +$340K 0.01% 685

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

World Investment Advisors's EG Position: Q2 2026 in Review

World Investment Advisors reduced its Everest Group (EG) stake by 4.1% in Q2 2026, selling an estimated $10.3K and leaving 693 shares worth $228K. The position accounts for ﹤0.01% of the portfolio, ranked #1396.

World Investment Advisors first reported a position in EG in Q3 2024 and has held it in 8 quarters since. The position peaked at $664K in Q1 2025. 686 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • World Investment Advisors held 693 shares of Everest Group worth $228K as of Q2 2026.
  • World Investment Advisors sold 30 Everest Group shares in Q2 2026, an estimated $10.3K.
  • Everest Group made up ﹤0.01% of World Investment Advisors's portfolio in Q2 2026, its #1396 holding.
  • World Investment Advisors first reported a position in Everest Group in Q3 2024 and has held it in 8 quarters since.
  • World Investment Advisors's Everest Group position peaked at $664K in Q1 2025.
  • 686 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

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