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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
Q2 		$11.4K Buy
32
+5
+19% +$1.71K ﹤0.01% 3283
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
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

Harbour Investments's EG Position: Q2 2026 in Review

Harbour Investments increased its Everest Group (EG) stake by 19% in Q2 2026, buying an estimated $1.71K and bringing the position to 32 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3283.

Harbour Investments first reported a position in EG in Q2 2021 and has held it in 18 quarters since. The position peaked at $18.3K in Q1 2024. 690 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Harbour Investments held 32 shares of Everest Group worth $11.4K as of Q2 2026.
  • Harbour Investments bought 5 Everest Group shares in Q2 2026, an estimated $1.71K.
  • Everest Group made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #3283 holding.
  • Harbour Investments first reported a position in Everest Group in Q2 2021 and has held it in 18 quarters since.
  • Harbour Investments's Everest Group position peaked at $18.3K in Q1 2024.
  • 690 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.