ClearBridge Investments
EG icon

ClearBridge Investments’s Everest Group EG Stock Holding History

ClearBridge Investments’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
Q4 		– Sell
-29,395
Closed -$10.3M – 711
2025
Q3 		$10.3M Sell
29,395
-105
-0.4% -$35.5K 0.01% 501
2025
Q2 		$10M Buy
29,500
+841
+3% +$290K 0.01% 476
2025
Q1 		$10.4M Buy
28,659
+218
+0.8% +$77K 0.01% 486
2024
Q4 		$10.3M Sell
28,441
-246,294
-90% -$92.2M 0.01% 530
2024
Q3 		$108M Sell
274,735
-8,861
-3% -$3.38M 0.08% 230
2024
Q2 		$108M Sell
283,596
-5,843
-2% -$2.21M 0.09% 216
2024
Q1 		$115M Buy
289,439
+4,412
+2% +$1.65M 0.09% 230
2023
Q4 		$101M Sell
285,027
-1,163
-0.4% -$450K 0.09% 236
2023
Q3 		$106M Buy
286,190
+150,032
+110% +$54.5M 0.1% 205
2023
Q2 		$46.5M Buy
136,158
+44,551
+49% +$16.1M 0.04% 328
2023
Q1 		$32.8M Buy
91,607
+15,905
+21% +$5.72M 0.03% 377
2022
Q4 		$25.1M Buy
+75,702
New +$23.6M 0.02% 407
2018
Q4 		– Sell
-64
Closed -$15K – 1141
2018
Q3 		$15K Hold
64
– – ﹤0.01% 1031
2018
Q2 		$15K Sell
64
-9
-12% -$2.11K ﹤0.01% 999
2018
Q1 		$19K Hold
73
– – ﹤0.01% 982
2017
Q4 		$16K Buy
+73
New +$16.5K ﹤0.01% 1014

Other funds holding EG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.72B AUM 7.92% 1-Year Est. Return

ClearBridge Investments's EG Position: Q4 2025 in Review

ClearBridge Investments sold out of Everest Group (EG) in Q4 2025, closing a stake of 29,395 shares — an estimated $10.3M sold.

ClearBridge Investments first reported a position in EG in Q4 2017 and held it in 16 quarters. The position peaked at $115M in Q1 2024. 685 funds tracked by Wall St. Rank hold EG as of Q4 2025.

  • ClearBridge Investments reported no remaining Everest Group position as of Q4 2025 after selling out during the quarter.
  • ClearBridge Investments sold 29,395 Everest Group shares in Q4 2025, an estimated $10.3M.
  • ClearBridge Investments first reported a position in Everest Group in Q4 2017 and held it in 16 quarters.
  • ClearBridge Investments's Everest Group position peaked at $115M in Q1 2024.
  • 685 funds tracked by Wall St. Rank held Everest Group as of Q4 2025.

Based on ClearBridge Investments's 13F filing for Q4 2025, filed 11 Feb 2026.