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Flagship Harbor Advisors’s Everest Group EG Stock Holding History

Flagship Harbor Advisors’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 		– Sell
-424
Closed -$144K – 1116
2025
Q4 		$144K Sell
424
-377
-47% -$125K 0.01% 768
2025
Q3 		$280K Sell
801
-39
-5% -$13.2K 0.01% 654
2025
Q2 		$285K Sell
840
-3
-0.4% -$1.03K 0.01% 618
2025
Q1 		$306K Buy
843
+30
+4% +$10.6K 0.02% 571
2024
Q4 		$295K Buy
813
+88
+12% +$33K 0.02% 585
2024
Q3 		$284K Buy
725
+54
+8% +$20.6K 0.02% 578
2024
Q2 		$256K Buy
+671
New +$254K 0.02% 584

Other funds holding EG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Flagship Harbor Advisors's EG Position: Q1 2026 in Review

Flagship Harbor Advisors sold out of Everest Group (EG) in Q1 2026, closing a stake of 424 shares — an estimated $144K sold.

Flagship Harbor Advisors first reported a position in EG in Q2 2024 and held it in 7 quarters. The position peaked at $306K in Q1 2025. 668 funds tracked by Wall St. Rank hold EG as of Q1 2026.

  • Flagship Harbor Advisors reported no remaining Everest Group position as of Q1 2026 after selling out during the quarter.
  • Flagship Harbor Advisors sold 424 Everest Group shares in Q1 2026, an estimated $144K.
  • Flagship Harbor Advisors first reported a position in Everest Group in Q2 2024 and held it in 7 quarters.
  • Flagship Harbor Advisors's Everest Group position peaked at $306K in Q1 2025.
  • 668 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on Flagship Harbor Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.