Barrow, Hanley, Mewhinney & Strauss
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Barrow, Hanley, Mewhinney & Strauss’s Everest Group EG Stock Holding History

Barrow, Hanley, Mewhinney & Strauss’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 		$351M Sell
981,772
-46,468
-5% -$15.9M 1.06% 31
2026
Q1 		$336M Buy
1,028,240
+79,970
+8% +$26.3M 1.1% 31
2025
Q4 		$322M Sell
948,270
-51,311
-5% -$16.9M 1.07% 39
2025
Q3 		$350M Buy
999,581
+57,907
+6% +$19.6M 1.12% 37
2025
Q2 		$320M Buy
941,674
+60,191
+7% +$20.8M 1.08% 39
2025
Q1 		$320M Buy
+881,483
New +$311M 1.16% 37

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss's EG Position: Q2 2026 in Review

Barrow, Hanley, Mewhinney & Strauss reduced its Everest Group (EG) stake by 4.5% in Q2 2026, selling an estimated $15.9M and leaving 981,772 shares worth $351M. The position accounts for 1.06% of the portfolio, ranked #31.

Barrow, Hanley, Mewhinney & Strauss first reported a position in EG in Q1 2025 and has held it in 6 quarters since. 686 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Barrow, Hanley, Mewhinney & Strauss held 981,772 shares of Everest Group worth $351M as of Q2 2026.
  • Barrow, Hanley, Mewhinney & Strauss sold 46,468 Everest Group shares in Q2 2026, an estimated $15.9M.
  • Everest Group made up 1.06% of Barrow, Hanley, Mewhinney & Strauss's portfolio in Q2 2026, its #31 holding.
  • Barrow, Hanley, Mewhinney & Strauss first reported a position in Everest Group in Q1 2025 and has held it in 6 quarters since.
  • 686 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Barrow, Hanley, Mewhinney & Strauss's 13F filing for Q2 2026, filed 12 Aug 2026.