WorldQuant Millennium Advisors’s Everest Group EG Stock Holding History

WorldQuant Millennium 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	$792K	Buy	2,216 +827	+60%	+$283K	﹤0.01%	611
2026 Q1	$454K	Buy	+1,389	New	+$457K	﹤0.01%	559
2025 Q4	–	Sell	-4,885	Closed	-$1.71M	–	594
2025 Q3	$1.71M	Sell	4,885 -1,834	-27%	-$619K	0.01%	396
2025 Q2	$2.28M	Buy	6,719 +5,071	+308%	+$1.75M	0.01%	353
2025 Q1	$599K	Sell	1,648 -429	-21%	-$152K	﹤0.01%	386
2024 Q4	$753K	Buy	2,077 +1,083	+109%	+$406K	﹤0.01%	391
2024 Q3	$389K	Buy	+994	New	+$379K	﹤0.01%	412
2024 Q1	–	Sell	-9,247	Closed	-$3.27M	–	367
2023 Q4	$3.27M	Sell	9,247 -18,487	-67%	-$7.16M	0.05%	250
2023 Q3	$10.3M	Buy	27,734 +2,905	+12%	+$1.05M	0.16%	172
2023 Q2	$8.49M	Buy	+24,829	New	+$8.97M	0.14%	194
2021 Q4	–	Sell	-12,171	Closed	-$3.05M	–	334
2021 Q3	$3.05M	Sell	12,171 -2,519	-17%	-$646K	0.07%	238
2021 Q2	$3.7M	Sell	14,690 -3,747	-20%	-$975K	0.08%	222
2021 Q1	$4.57M	Hold	18,437	–	–	0.1%	244
2020 Q4	$4.32M	Hold	18,437	–	–	0.09%	244
2020 Q3	$3.64M	Hold	18,437	–	–	0.09%	247
2020 Q2	$3.8M	Sell	18,437 -1,516	-8%	-$295K	0.09%	251
2020 Q1	$3.84M	Sell	19,953 -5,960	-23%	-$1.52M	0.09%	221
2019 Q4	$7.17M	Sell	25,913 -1,851	-7%	-$488K	0.14%	197
2019 Q3	$7.39M	Sell	27,764 -861	-3%	-$217K	0.14%	187
2019 Q2	$7.08M	Buy	28,625 +4,203	+17%	+$1.01M	0.13%	171
2019 Q1	$5.27M	Buy	24,422 +872	+4%	+$190K	0.13%	174
2018 Q4	$5.13M	Buy	23,550 +4,565	+24%	+$994K	0.15%	173
2018 Q3	$4.34M	Buy	18,985 +636	+3%	+$142K	0.15%	165
2018 Q2	$4.23M	Buy	+18,349	New	+$4.31M	0.16%	161

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

WorldQuant Millennium Advisors's EG Position: Q2 2026 in Review

WorldQuant Millennium Advisors increased its Everest Group (EG) stake by 60% in Q2 2026, buying an estimated $283K and bringing the position to 2,216 shares worth $792K. The position accounts for ﹤0.01% of the portfolio, ranked #611.

WorldQuant Millennium Advisors first reported a position in EG in Q2 2018 and has held it in 24 quarters since. The position peaked at $10.3M in Q3 2023. 686 funds tracked by Wall St. Rank hold EG as of Q2 2026.

WorldQuant Millennium Advisors held 2,216 shares of Everest Group worth $792K as of Q2 2026.
WorldQuant Millennium Advisors bought 827 Everest Group shares in Q2 2026, an estimated $283K.
Everest Group made up ﹤0.01% of WorldQuant Millennium Advisors's portfolio in Q2 2026, its #611 holding.
WorldQuant Millennium Advisors first reported a position in Everest Group in Q2 2018 and has held it in 24 quarters since.
WorldQuant Millennium Advisors's Everest Group position peaked at $10.3M in Q3 2023.
686 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

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