X
EG icon

Xponance’s Everest Group EG Stock Holding History

Xponance’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 		$4.95M Sell
13,859
-2,550
-16% -$873K 0.03% 387
2026
Q1 		$5.36M Buy
16,409
+7,215
+78% +$2.37M 0.04% 349
2025
Q4 		$3.12M Buy
9,194
+317
+4% +$105K 0.02% 441
2025
Q3 		$3.11M Sell
8,877
-5,535
-38% -$1.87M 0.02% 435
2025
Q2 		$4.9M Buy
14,412
+7,216
+100% +$2.49M 0.04% 330
2025
Q1 		$2.61M Buy
7,196
+67
+0.9% +$23.7K 0.03% 461
2024
Q4 		$2.58M Buy
7,129
+216
+3% +$80.9K 0.02% 464
2024
Q3 		$2.71M Sell
6,913
-78
-1% -$29.7K 0.03% 447
2024
Q2 		$2.66M Buy
6,991
+4
+0.1% +$1.51K 0.03% 431
2024
Q1 		$2.78M Buy
6,987
+677
+11% +$254K 0.03% 430
2023
Q4 		$2.23M Sell
6,310
-216
-3% -$83.6K 0.03% 448
2023
Q3 		$2.43M Sell
6,526
-3,888
-37% -$1.41M 0.03% 407
2023
Q2 		$3.56M Sell
10,414
-324
-3% -$117K 0.05% 327
2023
Q1 		$3.84M Buy
10,738
+2,263
+27% +$813K 0.06% 294
2022
Q4 		$2.81M Sell
8,475
-5,080
-37% -$1.58M 0.05% 356
2022
Q3 		$3.56M Buy
13,555
+98
+0.7% +$26.5K 0.07% 258
2022
Q2 		$3.77M Sell
13,457
-8,449
-39% -$2.39M 0.08% 231
2022
Q1 		$6.6M Buy
21,906
+17,258
+371% +$4.96M 0.11% 162
2021
Q4 		$1.27M Buy
4,648
+634
+16% +$171K 0.02% 516
2021
Q3 		$1.01M Sell
4,014
-224
-5% -$57.5K 0.02% 557
2021
Q2 		$1.07M Buy
4,238
+1,445
+52% +$376K 0.02% 565
2021
Q1 		$692K Buy
2,793
+1,048
+60% +$250K 0.01% 625
2020
Q4 		$408K Buy
1,745
+146
+9% +$32.2K 0.01% 828
2020
Q3 		$316K Sell
1,599
-12
-0.7% -$2.57K 0.01% 838
2020
Q2 		$332K Buy
+1,611
New +$314K 0.01% 791

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

Xponance's EG Position: Q2 2026 in Review

Xponance reduced its Everest Group (EG) stake by 16% in Q2 2026, selling an estimated $873K and leaving 13,859 shares worth $4.95M. The position accounts for 0.03% of the portfolio, ranked #387.

Xponance first reported a position in EG in Q2 2020 and has held it in 25 quarters since. The position peaked at $6.6M in Q1 2022. 688 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Xponance held 13,859 shares of Everest Group worth $4.95M as of Q2 2026.
  • Xponance sold 2,550 Everest Group shares in Q2 2026, an estimated $873K.
  • Everest Group made up 0.03% of Xponance's portfolio in Q2 2026, its #387 holding.
  • Xponance first reported a position in Everest Group in Q2 2020 and has held it in 25 quarters since.
  • Xponance's Everest Group position peaked at $6.6M in Q1 2022.
  • 688 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Xponance's 13F filing for Q2 2026, filed 10 Aug 2026.