Clear Harbor Asset Management’s Everest Group EG Stock Holding History

Clear Harbor Asset Management’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 Q1	–	Sell	-3,000	Closed	-$1.09M	–	421
2024 Q4	$1.09M	Buy	+3,000	New	+$1.12M	0.09%	161
2024 Q3	–	Sell	-1,000	Closed	-$381K	–	378
2024 Q2	$381K	Hold	1,000	–	–	0.03%	260
2024 Q1	$398K	Hold	1,000	–	–	0.03%	251
2023 Q4	$354K	Hold	1,000	–	–	0.03%	262
2023 Q3	$372K	Buy	+1,000	New	+$363K	0.04%	240
2023 Q2	–	Sell	-1,000	Closed	-$358K	–	372
2023 Q1	$358K	Buy	+1,000	New	+$359K	0.04%	277
2022 Q4	–	Sell	-1,000	Closed	-$262K	–	366
2022 Q3	$262K	Sell	1,000 -500	-33%	-$135K	0.04%	277
2022 Q2	$420K	Sell	1,500 -500	-25%	-$141K	0.06%	231
2022 Q1	$603K	Buy	2,000 +1,000	+100%	+$287K	0.07%	198
2021 Q4	$274K	Buy	+1,000	New	+$270K	0.03%	314
2021 Q1	–	Sell	-1,000	Closed	-$37K	–	347
2020 Q4	$37K	Hold	1,000	–	–	0.01%	307
2020 Q3	$35K	Hold	1,000	–	–	0.01%	434
2020 Q2	$47K	Buy	+1,000	New	+$195K	0.01%	263

Other funds holding EG

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

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

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 Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Clear Harbor Asset Management's EG Position: Q2 2026 in Review

Clear Harbor Asset Management increased its Everest Group (EG) stake by 0.25% in Q2 2026, buying an estimated $19.9K and bringing the position to 23,578 shares worth $8.42M. The position accounts for 0.52% of the portfolio, ranked #41.

Clear Harbor Asset Management first reported a position in EG in Q4 2017 and has held it in 35 quarters since. 691 funds tracked by Wall St. Rank hold EG as of Q2 2026.

Clear Harbor Asset Management held 23,578 shares of Everest Group worth $8.42M as of Q2 2026.
Clear Harbor Asset Management bought 58 Everest Group shares in Q2 2026, an estimated $19.9K.
Everest Group made up 0.52% of Clear Harbor Asset Management's portfolio in Q2 2026, its #41 holding.
Clear Harbor Asset Management first reported a position in Everest Group in Q4 2017 and has held it in 35 quarters since.
691 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Clear Harbor Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.