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Barrett & Company’s Everest Group EG Stock Holding History

Barrett & Company’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 		$13.1K Hold
40
– – ﹤0.01% 447
2025
Q4 		$13.6K Hold
40
– – ﹤0.01% 442
2025
Q3 		$14K Hold
40
– – ﹤0.01% 442
2025
Q2 		$13.6K Hold
40
– – 0.01% 449
2025
Q1 		$14.5K Hold
40
– – 0.01% 413
2024
Q4 		$14.5K Hold
40
– – 0.01% 405
2024
Q3 		$15.7K Hold
40
– – 0.01% 390
2024
Q2 		$15.2K Hold
40
– – 0.01% 395
2024
Q1 		$15.9K Hold
40
– – 0.01% 392
2023
Q4 		$14.1K Hold
40
– – 0.01% 381
2023
Q3 		$14.9K Buy
+40
New +$14.5K 0.01% 377

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

Barrett & Company's EG Position: Q1 2026 in Review

Barrett & Company held its Everest Group (EG) position steady in Q1 2026 at 40 shares worth $13.1K. The position accounts for ﹤0.01% of the portfolio, ranked #447.

Barrett & Company first reported a position in EG in Q3 2023 and has held it in 11 quarters since. The position peaked at $15.9K in Q1 2024. 663 funds tracked by Wall St. Rank hold EG as of Q1 2026.

  • Barrett & Company held 40 shares of Everest Group worth $13.1K as of Q1 2026.
  • Barrett & Company left its Everest Group share count unchanged in Q1 2026.
  • Everest Group made up ﹤0.01% of Barrett & Company's portfolio in Q1 2026, its #447 holding.
  • Barrett & Company first reported a position in Everest Group in Q3 2023 and has held it in 11 quarters since.
  • Barrett & Company's Everest Group position peaked at $15.9K in Q1 2024.
  • 663 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on Barrett & Company's 13F filing for Q1 2026, filed 4 May 2026.