Baird Financial Group
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Baird Financial Group’s Everest Group EG Stock Holding History

Baird Financial 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
2026
Q1 		$420K Buy
1,284
+59
+5% +$19.4K ﹤0.01% 1529
2025
Q4 		$416K Buy
1,225
+27
+2% +$8.92K ﹤0.01% 1536
2025
Q3 		$420K Sell
1,198
-57
-5% -$19.2K ﹤0.01% 1527
2025
Q2 		$427K Sell
1,255
-347
-22% -$120K ﹤0.01% 1467
2025
Q1 		$582K Buy
1,602
+401
+33% +$142K ﹤0.01% 1354
2024
Q4 		$435K Buy
1,201
+9
+0.8% +$3.37K ﹤0.01% 1427
2024
Q3 		$467K Sell
1,192
-38
-3% -$14.5K ﹤0.01% 1399
2024
Q2 		$469K Sell
1,230
-32
-3% -$12.1K ﹤0.01% 1412
2024
Q1 		$502K Sell
1,262
-1,032
-45% -$387K ﹤0.01% 1379
2023
Q4 		$811K Sell
2,294
-189
-8% -$73.2K ﹤0.01% 1195
2023
Q3 		$923K Buy
2,483
+70
+3% +$25.4K ﹤0.01% 1138
2023
Q2 		$825K Buy
2,413
+3
+0.1% +$1.08K ﹤0.01% 1179
2023
Q1 		$863K Buy
2,410
+1,105
+85% +$397K ﹤0.01% 1138
2022
Q4 		$433K Buy
1,305
+94
+8% +$29.3K ﹤0.01% 1345
2022
Q3 		$318K Sell
1,211
-106
-8% -$28.7K ﹤0.01% 1444
2022
Q2 		$369K Buy
1,317
+16
+1% +$4.52K ﹤0.01% 1464
2022
Q1 		$392K Sell
1,301
-1,469
-53% -$422K ﹤0.01% 1509
2021
Q4 		$759K Sell
2,770
-6,613
-70% -$1.79M ﹤0.01% 1304
2021
Q3 		$2.35M Sell
9,383
-706
-7% -$181K 0.01% 884
2021
Q2 		$2.54M Buy
10,089
+419
+4% +$109K 0.01% 813
2021
Q1 		$2.4M Buy
9,670
+1,100
+13% +$262K 0.01% 810
2020
Q4 		$2.01M Buy
8,570
+50
+0.6% +$11K 0.01% 803
2020
Q3 		$1.68M Buy
8,520
+54
+0.6% +$11.6K 0.01% 790
2020
Q2 		$1.75M Buy
+8,466
New +$1.65M 0.01% 763
2015
Q4 		– Sell
-3,349
Closed -$581K – 1243
2015
Q3 		$581K Sell
3,349
-73
-2% -$13.2K 0.01% 864
2015
Q2 		$623K Buy
+3,422
New +$623K 0.01% 886

Other funds holding EG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Baird Financial Group's EG Position: Q1 2026 in Review

Baird Financial Group increased its Everest Group (EG) stake by 4.8% in Q1 2026, buying an estimated $19.4K and bringing the position to 1,284 shares worth $420K. The position accounts for ﹤0.01% of the portfolio, ranked #1529.

Baird Financial Group first reported a position in EG in Q2 2015 and has held it in 26 quarters since. The position peaked at $2.54M in Q2 2021. 663 funds tracked by Wall St. Rank hold EG as of Q1 2026.

  • Baird Financial Group held 1,284 shares of Everest Group worth $420K as of Q1 2026.
  • Baird Financial Group bought 59 Everest Group shares in Q1 2026, an estimated $19.4K.
  • Everest Group made up ﹤0.01% of Baird Financial Group's portfolio in Q1 2026, its #1529 holding.
  • Baird Financial Group first reported a position in Everest Group in Q2 2015 and has held it in 26 quarters since.
  • Baird Financial Group's Everest Group position peaked at $2.54M in Q2 2021.
  • 663 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.