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Hemington Wealth Management’s Everest Group EG Stock Holding History

Hemington Wealth Management’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
Q3 		$13K Buy
39
+1
+3% +$338 ﹤0.01% 783
2025
Q2 		$12K Buy
38
+4
+12% +$1.38K ﹤0.01% 784
2025
Q1 		$12K Buy
34
+12
+55% +$4.24K ﹤0.01% 747
2024
Q4 		$7K Buy
22
+2
+10% +$749 ﹤0.01% 887
2024
Q3 		$7K Buy
+20
New +$7.62K ﹤0.01% 812

Other funds holding EG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.79B AUM 7.25% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Hemington Wealth Management's EG Position: Q3 2025 in Review

Hemington Wealth Management increased its Everest Group (EG) stake by 2.6% in Q3 2025, buying an estimated $338 and bringing the position to 39 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #783.

Hemington Wealth Management first reported a position in EG in Q3 2024 and has held it in 5 quarters since. 676 funds tracked by Wall St. Rank hold EG as of Q3 2025.

  • Hemington Wealth Management held 39 shares of Everest Group worth $13K as of Q3 2025.
  • Hemington Wealth Management bought 1 Everest Group share in Q3 2025, an estimated $338.
  • Everest Group made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #783 holding.
  • Hemington Wealth Management first reported a position in Everest Group in Q3 2024 and has held it in 5 quarters since.
  • 676 funds tracked by Wall St. Rank held Everest Group as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.