Berger Financial Group’s Everest Group EG Stock Holding History

Berger 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
2025 Q2	–	Sell	-616	Closed	-$224K	–	423
2025 Q1	$224K	Sell	616 -12,265	-95%	-$4.33M	0.02%	386
2024 Q4	$4.67M	Buy	12,881 +262	+2%	+$98.1K	0.32%	78
2024 Q3	$4.94M	Sell	12,619 -39	-0.3%	-$14.9K	0.36%	76
2024 Q2	$4.82M	Buy	12,658 +56	+0.4%	+$21.2K	0.38%	69
2024 Q1	$5.01M	Buy	+12,602	New	+$4.73M	0.41%	68
2023 Q1	–	Sell	-14,325	Closed	-$4.75M	–	276
2022 Q4	$4.75M	Buy	14,325 +498	+4%	+$155K	0.63%	50
2022 Q3	$3.63M	Buy	13,827 +790	+6%	+$214K	0.53%	56
2022 Q2	$3.65M	Buy	+13,037	New	+$3.69M	0.53%	55

Other funds holding EG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

Berger Financial Group's EG Position: Q2 2025 in Review

Berger Financial Group sold out of Everest Group (EG) in Q2 2025, closing a stake of 616 shares — an estimated $224K sold.

Berger Financial Group first reported a position in EG in Q2 2022 and held it in 8 quarters. The position peaked at $5.01M in Q1 2024. 673 funds tracked by Wall St. Rank hold EG as of Q2 2025.

Berger Financial Group reported no remaining Everest Group position as of Q2 2025 after selling out during the quarter.
Berger Financial Group sold 616 Everest Group shares in Q2 2025, an estimated $224K.
Berger Financial Group first reported a position in Everest Group in Q2 2022 and held it in 8 quarters.
Berger Financial Group's Everest Group position peaked at $5.01M in Q1 2024.
673 funds tracked by Wall St. Rank held Everest Group as of Q2 2025.

Based on Berger Financial Group's 13F filing for Q2 2025, filed 22 Jul 2025.