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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
2026
Q1 		$654K Buy
2,000
+1,000
+100% +$329K 0.05% 280
2025
Q4 		$339K Buy
+1,000
New +$330K 0.02% 345
2024
Q4 		– Sell
-1,000
Closed -$392K – 404
2024
Q3 		$392K Buy
+1,000
New +$381K 0.03% 264

Other funds holding EG

BlackRock
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
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
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

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.