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
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 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

Brighton Jones LLC's EG Position: Q1 2026 in Review

Brighton Jones LLC opened a new position in Everest Group (EG) in Q1 2026: 1,897 shares worth $620K. The stake represents 0.01% of the portfolio and ranks #610 among its holdings. This is a return to the name: Brighton Jones LLC previously reported a position in EG as recently as Q3 2025.

Brighton Jones LLC first reported a position in EG in Q2 2025 and has held it in 3 quarters since. The position peaked at $2.32M in Q3 2025. 667 funds tracked by Wall St. Rank hold EG as of Q1 2026.

  • Brighton Jones LLC held 1,897 shares of Everest Group worth $620K as of Q1 2026.
  • Everest Group was a new Brighton Jones LLC position in Q1 2026.
  • Everest Group made up 0.01% of Brighton Jones LLC's portfolio in Q1 2026, its #610 holding.
  • Brighton Jones LLC first reported a position in Everest Group in Q2 2025 and has held it in 3 quarters since.
  • Brighton Jones LLC's Everest Group position peaked at $2.32M in Q3 2025.
  • 667 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on Brighton Jones LLC's 13F filing for Q1 2026, filed 28 Apr 2026.