Harbour Investments’s Everest Group EG Stock Holding History

Harbour 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
2026 Q1	$8.82K	Sell	27 -2	-7%	-$658	﹤0.01%	3329
2025 Q4	$9.84K	Sell	29 -1	-3%	-$330	﹤0.01%	2750
2025 Q3	$10.5K	Buy	30 +1	+3%	+$338	﹤0.01%	2659
2025 Q2	$9.86K	Sell	29 -6	-17%	-$2.07K	﹤0.01%	2573
2025 Q1	$12.7K	Buy	35 +4	+13%	+$1.41K	﹤0.01%	2401
2024 Q4	$11.2K	Sell	31 -15	-33%	-$5.62K	﹤0.01%	2393
2024 Q3	$18K	Hold	46	–	–	﹤0.01%	2111
2024 Q2	$17.5K	Hold	46	–	–	﹤0.01%	2022
2024 Q1	$18.3K	Sell	46 -4	-8%	-$1.5K	﹤0.01%	1991
2023 Q4	$17.7K	Buy	50 +8	+19%	+$3.1K	﹤0.01%	1926
2023 Q3	$15.6K	Buy	42 +18	+75%	+$6.53K	﹤0.01%	1861
2023 Q2	$8.21K	Hold	24	–	–	﹤0.01%	2125
2023 Q1	$8.59K	Hold	24	–	–	﹤0.01%	2081
2022 Q4	$7.95K	Buy	+24	New	+$7.48K	﹤0.01%	2046
2021 Q4	$8K	Buy	30 +10	+50%	+$2.7K	﹤0.01%	2007
2021 Q3	$5K	Buy	20 +14	+233%	+$3.59K	﹤0.01%	2970
2021 Q2	$2K	Buy	+6	New	+$1.56K	﹤0.01%	3363

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

Harbour Investments's EG Position: Q1 2026 in Review

Harbour Investments reduced its Everest Group (EG) stake by 6.9% in Q1 2026, selling an estimated $658 and leaving 27 shares worth $8.82K. The position accounts for ﹤0.01% of the portfolio, ranked #3329.

Harbour Investments first reported a position in EG in Q2 2021 and has held it in 17 quarters since. The position peaked at $18.3K in Q1 2024. 663 funds tracked by Wall St. Rank hold EG as of Q1 2026.

Harbour Investments held 27 shares of Everest Group worth $8.82K as of Q1 2026.
Harbour Investments sold 2 Everest Group shares in Q1 2026, an estimated $658.
Everest Group made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #3329 holding.
Harbour Investments first reported a position in Everest Group in Q2 2021 and has held it in 17 quarters since.
Harbour Investments's Everest Group position peaked at $18.3K in Q1 2024.
663 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.