BJL
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Brighton Jones LLC’s Everest Group EG Stock Holding History

Brighton Jones LLC’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 		$634K Sell
1,775
-122
-6% -$41.8K 0.01% 698
2026
Q1 		$620K Buy
+1,897
New +$624K 0.01% 610
2025
Q4 		– Sell
-6,635
Closed -$2.32M – 307
2025
Q3 		$2.32M Buy
6,635
+4,062
+158% +$1.37M 0.06% 195
2025
Q2 		$875K Buy
+2,573
New +$888K 0.02% 360

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 $3.38T AUM 44.17% 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

Brighton Jones LLC's EG Position: Q2 2026 in Review

Brighton Jones LLC reduced its Everest Group (EG) stake by 6.4% in Q2 2026, selling an estimated $41.8K and leaving 1,775 shares worth $634K. The position accounts for 0.01% of the portfolio, ranked #698.

Brighton Jones LLC first reported a position in EG in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.32M in Q3 2025. 690 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Brighton Jones LLC held 1,775 shares of Everest Group worth $634K as of Q2 2026.
  • Brighton Jones LLC sold 122 Everest Group shares in Q2 2026, an estimated $41.8K.
  • Everest Group made up 0.01% of Brighton Jones LLC's portfolio in Q2 2026, its #698 holding.
  • Brighton Jones LLC first reported a position in Everest Group in Q2 2025 and has held it in 4 quarters since.
  • Brighton Jones LLC's Everest Group position peaked at $2.32M in Q3 2025.
  • 690 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Brighton Jones LLC's 13F filing for Q2 2026, filed 11 Aug 2026.