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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Clear Harbor Asset Management's EG Position: Q1 2026 in Review

Clear Harbor Asset Management increased its Everest Group (EG) stake by 11% in Q1 2026, buying an estimated $751K and bringing the position to 23,520 shares worth $7.69M. The position accounts for 0.53% of the portfolio, ranked #43.

Clear Harbor Asset Management first reported a position in EG in Q4 2017 and has held it in 34 quarters since. 665 funds tracked by Wall St. Rank hold EG as of Q1 2026.

Clear Harbor Asset Management held 23,520 shares of Everest Group worth $7.69M as of Q1 2026.
Clear Harbor Asset Management bought 2,281 Everest Group shares in Q1 2026, an estimated $751K.
Everest Group made up 0.53% of Clear Harbor Asset Management's portfolio in Q1 2026, its #43 holding.
Clear Harbor Asset Management first reported a position in Everest Group in Q4 2017 and has held it in 34 quarters since.
665 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on Clear Harbor Asset Management's 13F filing for Q1 2026, filed 5 May 2026.