AG
EG icon

Ascent Group’s Everest Group EG Stock Holding History

Ascent Group’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
2025
Q4 		– Sell
-820
Closed -$287K – 765
2025
Q3 		$287K Buy
+820
New +$277K 0.01% 612
2025
Q2 		– Sell
-575
Closed -$209K – 729
2025
Q1 		$209K Sell
575
-19
-3% -$6.71K 0.01% 657
2024
Q4 		$215K Sell
594
-93
-14% -$34.8K 0.02% 504
2024
Q3 		$269K Buy
687
+101
+17% +$38.5K 0.02% 461
2024
Q2 		$223K Sell
586
-49
-8% -$18.5K 0.02% 476
2024
Q1 		$252K Sell
635
-104
-14% -$39K 0.02% 459
2023
Q4 		$267K Buy
+739
New +$286K 0.03% 439

Other funds holding EG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.79B AUM 7.25% 1-Year Est. Return

Ascent Group's EG Position: Q4 2025 in Review

Ascent Group sold out of Everest Group (EG) in Q4 2025, closing a stake of 820 shares — an estimated $287K sold.

Ascent Group first reported a position in EG in Q4 2023 and held it in 7 quarters. The position peaked at $287K in Q3 2025. 683 funds tracked by Wall St. Rank hold EG as of Q4 2025.

  • Ascent Group reported no remaining Everest Group position as of Q4 2025 after selling out during the quarter.
  • Ascent Group sold 820 Everest Group shares in Q4 2025, an estimated $287K.
  • Ascent Group first reported a position in Everest Group in Q4 2023 and held it in 7 quarters.
  • Ascent Group's Everest Group position peaked at $287K in Q3 2025.
  • 683 funds tracked by Wall St. Rank held Everest Group as of Q4 2025.

Based on Ascent Group's 13F filing for Q4 2025, filed 20 Jan 2026.