Joel Greenblatt's EG Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 12,634 shares of Everest Group, Ltd. (EG) worth $4.29 M, representing 0.02% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 35 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in EG, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2025, adding 5,608 shares. Largest reduction occurred in Q2 2020, reducing 3,544 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Everest Group (EG) Holding Value Over Time
Track share changes against reported price movement
Quarterly Everest Group (EG) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +1,859 | Add 17.25% | 12,634 | $339.35 |
| Q3 2025 | +3,339 | Add 44.90% | 10,775 | $350.23 |
| Q2 2025 | +5,608 | Add 306.78% | 7,436 | $339.85 |
| Q1 2025 | -789 | Reduce 30.15% | 1,828 | $363.33 |
| Q4 2024 | +307 | Add 13.29% | 2,617 | $362.46 |
| Q3 2024 | -133 | Reduce 5.44% | 2,310 | $391.83 |
| Q2 2024 | +141 | Add 6.13% | 2,443 | $381.02 |
| Q1 2024 | -1,098 | Reduce 32.29% | 2,302 | $397.50 |
| Q4 2023 | +1,323 | Add 63.70% | 3,400 | $353.58 |
| Q3 2023 | +2,077 | New Buy | 2,077 | $371.67 |
| Q2 2023 | -3,081 | Sold Out | 0 | $0.00 |
| Q1 2023 | +3,081 | New Buy | 3,081 | $358.02 |
| Q3 2021 | -1,244 | Sold Out | 0 | $0.00 |
| Q2 2021 | +48 | Add 4.01% | 1,244 | $252.41 |
| Q1 2021 | +24 | Add 2.05% | 1,196 | $247.49 |
| Q4 2020 | -97 | Reduce 7.64% | 1,172 | $233.79 |
| Q3 2020 | -2,845 | Reduce 69.15% | 1,269 | $197.79 |
| Q2 2020 | -3,544 | Reduce 46.28% | 4,114 | $206.13 |
| Q1 2020 | +5,189 | Add 210.17% | 7,658 | $192.48 |
| Q4 2019 | +1,236 | Add 100.24% | 2,469 | $277.04 |
| Q3 2019 | +1,233 | New Buy | 1,233 | $266.02 |
| Q1 2018 | -2,845 | Sold Out | 0 | $0.00 |
| Q4 2017 | +1,468 | Add 106.61% | 2,845 | $221.09 |
| Q3 2017 | -1,622 | Reduce 54.08% | 1,377 | $228.03 |
| Q2 2017 | +2,999 | New Buy | 2,999 | $254.75 |
| Q3 2015 | -1,333 | Sold Out | 0 | $0.00 |
| Q2 2015 | +28 | Add 2.15% | 1,333 | $182.30 |
| Q1 2015 | -133 | Reduce 9.25% | 1,305 | $173.95 |
| Q4 2014 | -78 | Reduce 5.15% | 1,438 | $170.38 |
| Q3 2014 | +5 | Add 0.33% | 1,516 | $162.27 |
| Q2 2014 | -1,605 | Reduce 51.51% | 1,511 | $160.82 |
| Q1 2014 | +28 | Add 0.91% | 3,116 | $153.08 |
| Q4 2013 | -3 | Reduce 0.10% | 3,088 | $155.76 |
| Q3 2013 | +158 | Add 5.39% | 3,091 | $145.26 |
| Q2 2013 | +2,933 | Add 0.00% | 2,933 | $128.20 |
Joel Greenblatt's Everest Group Investment FAQs
Joel Greenblatt first purchased Everest Group, Ltd. (EG) in Q2 2013, acquiring 2,933 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held Everest Group, Ltd. (EG) for 35 quarters since Q2 2013.
Joel Greenblatt's largest addition to Everest Group, Ltd. (EG) was in Q2 2025, adding 7,436 shares worth $2.53 M.
According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 12,634 shares of Everest Group, Ltd. (EG), valued at approximately $4.29 M.
As of the Q4 2025 filing, Everest Group, Ltd. (EG) represents approximately 0.02% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in Everest Group, Ltd. (EG) was 12,634 shares, as reported at the end of Q4 2025.