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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
Q2 		$14.3K Hold
40
– – ﹤0.01% 462
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Barrett & Company's EG Position: Q2 2026 in Review

Barrett & Company held its Everest Group (EG) position steady in Q2 2026 at 40 shares worth $14.3K. The position accounts for ﹤0.01% of the portfolio, ranked #462.

Barrett & Company first reported a position in EG in Q3 2023 and has held it in 12 quarters since. The position peaked at $15.9K in Q1 2024. 690 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Barrett & Company held 40 shares of Everest Group worth $14.3K as of Q2 2026.
  • Barrett & Company left its Everest Group share count unchanged in Q2 2026.
  • Everest Group made up ﹤0.01% of Barrett & Company's portfolio in Q2 2026, its #462 holding.
  • Barrett & Company first reported a position in Everest Group in Q3 2023 and has held it in 12 quarters since.
  • Barrett & Company's Everest Group position peaked at $15.9K in Q1 2024.
  • 690 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Barrett & Company's 13F filing for Q2 2026, filed 24 Jul 2026.