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Clarius Group LLC’s Everest Group EG Stock Holding History

Clarius Group 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
2025
Q3 		– Sell
-849
Closed -$289K – 420
2025
Q2 		$289K Buy
849
+6
+0.7% +$2.07K 0.02% 363
2025
Q1 		$306K Buy
843
+3
+0.4% +$1.06K 0.02% 350
2024
Q4 		$304K Sell
840
-15
-2% -$5.62K 0.02% 315
2024
Q3 		$334K Buy
855
+2
+0.2% +$762 0.02% 297
2024
Q2 		$325K Sell
853
-17
-2% -$6.43K 0.02% 301
2024
Q1 		$346K Sell
870
-12
-1% -$4.5K 0.02% 302
2023
Q4 		$312K Sell
882
-22
-2% -$8.52K 0.03% 340
2023
Q3 		$336K Sell
904
-13
-1% -$4.72K 0.03% 302
2023
Q2 		$313K Sell
917
-27
-3% -$9.75K 0.02% 375
2023
Q1 		$338K Buy
944
+33
+4% +$11.9K 0.03% 351
2022
Q4 		$302K Buy
911
+3
+0.3% +$935 0.03% 382
2022
Q3 		$238K Buy
908
+22
+2% +$5.95K 0.02% 406
2022
Q2 		$248K Buy
886
+20
+2% +$5.65K 0.02% 387
2022
Q1 		$237K Hold
866
– – 0.02% 427
2021
Q4 		$237K Buy
+866
New +$234K 0.02% 427

Other funds holding EG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.79B AUM 7.25% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Clarius Group LLC's EG Position: Q3 2025 in Review

Clarius Group LLC sold out of Everest Group (EG) in Q3 2025, closing a stake of 849 shares — an estimated $289K sold.

Clarius Group LLC first reported a position in EG in Q4 2021 and held it in 15 quarters. The position peaked at $346K in Q1 2024. 677 funds tracked by Wall St. Rank hold EG as of Q3 2025.

  • Clarius Group LLC reported no remaining Everest Group position as of Q3 2025 after selling out during the quarter.
  • Clarius Group LLC sold 849 Everest Group shares in Q3 2025, an estimated $289K.
  • Clarius Group LLC first reported a position in Everest Group in Q4 2021 and held it in 15 quarters.
  • Clarius Group LLC's Everest Group position peaked at $346K in Q1 2024.
  • 677 funds tracked by Wall St. Rank held Everest Group as of Q3 2025.

Based on Clarius Group LLC's 13F filing for Q3 2025, filed 14 Oct 2025.