MBL Wealth, LLC EVER — EVERQUOTE INC

Ownership history in MBL Wealth, LLC  ·  8 quarters on record

AI Ownership Summary

MBL Wealth, LLC reported EVERQUOTE INC (EVER) in 8 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.08% in 2024 Q2. The latest visible filing shows EVER at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this EVER ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MBL Wealth, LLC's position in EVERQUOTE INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

EVER was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.08% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

EVER stock page MBL Wealth, LLC fund profile MBL Wealth, LLC full holdings
How MBL Wealth, LLC held EVER — position size vs. price
% of Fund (quarterly)    EVER price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 29,507 -518 -1.7% 0.03% $455K 2026-04-28 $16.16
2025 Q4 REDUCED 9.0% -42.9% ✅ 30,025 -2,975 -9.0% 0.06% $811K 2026-01-21 $24.09
2025 Q3 UNCHANGED — — — 33,000 — 0% 0.07% $755K 2025-10-16 $19.43
2025 Q2 REDUCED 7.7% -2.8% ✅ 33,000 -2,765 -7.7% 0.08% $798K 2025-07-22 $25.66
2025 Q1 UNCHANGED — — — 35,765 — 0% 0.07% $715K 2025-05-21 $22.61
2024 Q4 UNCHANGED — — — 35,765 — 0% 0.08% $754K 2025-01-08 $18.93
2024 Q2 UNCHANGED — — — 35,765 — 0% 0.08% $746K 2024-07-19 $25.15
2024 Q1 INITIATED — — — 35,765 — — 0.08% $664K 2024-04-22 $18.53

🏢 Other funds also holding EVER

As of 2026 Q1 — sorted by position size

J.M. Arbour, LLC 0.44% HENNESSY ADVISORS INC 3Y 7Y 0.2% K.J. Harrison & Partners Inc 3Y 7Y 0.16% Inspire Investing, LLC 3Y 7Y 0.13% OP Asset Management Ltd 0.03% Linden Thomas Advisory Services, LLC 3Y 0.02% Concurrent Investment Advisors, LLC 0.0% Versant Capital Management, Inc 3Y 7Y 0.0% Sterling Capital Management LLC 3Y 7Y 0.0% SG Americas Securities, LLC 3Y 7Y 0.0%

FAQ About MBL Wealth, LLC and EVER

These are the practical questions this page is built to answer before you even open the full history table.

How long has MBL Wealth, LLC reported owning EVER?

MBL Wealth, LLC reported EVER across 8 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported EVER position in MBL Wealth, LLC's portfolio?

The largest reported portfolio weight for EVER was 0.08% in 2024 Q2.

What is the latest reported EVER position on this page?

The most recent filing on this page is 2026 Q1, when MBL Wealth, LLC reported 29,507 shares, equal to 0.03% of portfolio, with an estimated market value of $455K.

What does the chart on this EVER ownership page compare?

The chart compares MBL Wealth, LLC's quarterly EVER portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did MBL Wealth, LLC time their EVER position?

Based on 13F filing dates vs. subsequent EVER price moves, MBL Wealth, LLC correctly timed 3 out of 3 reported position changes (100%). The annualised alpha on EVER relative to SPY over the holding period was -22.7%.

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