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Harbor Investment Advisory’s Everest Group EG Stock Holding History

Harbor Investment Advisory’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
Q2 		$4.64K Hold
13
– – ﹤0.01% 1136
2026
Q1 		$4.25K Hold
13
– – ﹤0.01% 1040
2025
Q4 		$4.41K Buy
+13
New +$4.29K ﹤0.01% 1071

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Harbor Investment Advisory's EG Position: Q2 2026 in Review

Harbor Investment Advisory held its Everest Group (EG) position steady in Q2 2026 at 13 shares worth $4.64K. The position accounts for ﹤0.01% of the portfolio, ranked #1136.

Harbor Investment Advisory first reported a position in EG in Q4 2025 and has held it in 3 quarters since. 690 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Harbor Investment Advisory held 13 shares of Everest Group worth $4.64K as of Q2 2026.
  • Harbor Investment Advisory left its Everest Group share count unchanged in Q2 2026.
  • Everest Group made up ﹤0.01% of Harbor Investment Advisory's portfolio in Q2 2026, its #1136 holding.
  • Harbor Investment Advisory first reported a position in Everest Group in Q4 2025 and has held it in 3 quarters since.
  • 690 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.