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Brooklyn Investment Group’s Everest Group EG Stock Holding History

Brooklyn Investment 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
2026
Q1 		$227K Buy
+693
New +$228K 0.01% 1624
2025
Q3 		– Sell
-153
Closed -$52K – 1267
2025
Q2 		$52K Buy
153
+5
+3% +$1.73K 0.01% 1318
2025
Q1 		$53.8K Buy
148
+28
+23% +$9.89K 0.01% 749
2024
Q4 		$43.5K Buy
120
+20
+20% +$7.49K 0.01% 567
2024
Q3 		$39.2K Buy
+100
New +$38.1K 0.01% 535

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
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 $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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Brooklyn Investment Group's EG Position: Q1 2026 in Review

Brooklyn Investment Group opened a new position in Everest Group (EG) in Q1 2026: 693 shares worth $227K. The stake represents 0.01% of the portfolio and ranks #1624 among its holdings. This is a return to the name: Brooklyn Investment Group previously reported a position in EG as recently as Q2 2025.

Brooklyn Investment Group first reported a position in EG in Q3 2024 and has held it in 5 quarters since. 668 funds tracked by Wall St. Rank hold EG as of Q1 2026.

  • Brooklyn Investment Group held 693 shares of Everest Group worth $227K as of Q1 2026.
  • Everest Group was a new Brooklyn Investment Group position in Q1 2026.
  • Everest Group made up 0.01% of Brooklyn Investment Group's portfolio in Q1 2026, its #1624 holding.
  • Brooklyn Investment Group first reported a position in Everest Group in Q3 2024 and has held it in 5 quarters since.
  • 668 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.