AS
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Aware Super’s Everest Group EG Stock Holding History

Aware Super’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
Q3 		$20.9M Hold
59,634
– – 0.29% 96
2025
Q2 		$20.3M Hold
59,634
– – 0.3% 97
2025
Q1 		$21.7M Hold
59,634
– – 0.37% 87
2024
Q4 		$21.6M Buy
+59,634
New +$22.3M 0.34% 92
2023
Q4 		$2.02M Buy
+5,957
New +$2.31M 0.03% 211

Other funds holding EG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.72B AUM 7.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Aware Super's EG Position: Q3 2025 in Review

Aware Super held its Everest Group (EG) position steady in Q3 2025 at 59,634 shares worth $20.9M. The position accounts for 0.29% of the portfolio, ranked #96.

Aware Super first reported a position in EG in Q4 2023 and has held it in 5 quarters since. The position peaked at $21.7M in Q1 2025. 677 funds tracked by Wall St. Rank hold EG as of Q3 2025.

  • Aware Super held 59,634 shares of Everest Group worth $20.9M as of Q3 2025.
  • Aware Super left its Everest Group share count unchanged in Q3 2025.
  • Everest Group made up 0.29% of Aware Super's portfolio in Q3 2025, its #96 holding.
  • Aware Super first reported a position in Everest Group in Q4 2023 and has held it in 5 quarters since.
  • Aware Super's Everest Group position peaked at $21.7M in Q1 2025.
  • 677 funds tracked by Wall St. Rank held Everest Group as of Q3 2025.

Based on Aware Super's 13F filing for Q3 2025, filed 13 Nov 2025.