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HFG Advisors’s Everest Group EG Stock Holding History

HFG 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
2025
Q2 		– Sell
-675
Closed -$245K – 100
2025
Q1 		$245K Hold
675
– – 0.21% 76
2024
Q4 		$245K Hold
675
– – 0.21% 76
2024
Q3 		$264K Hold
675
– – 0.23% 79
2024
Q2 		$257K Sell
675
-150
-18% -$56.7K 0.24% 76
2024
Q1 		$328K Buy
+825
New +$309K 0.29% 74

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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

HFG Advisors's EG Position: Q2 2025 in Review

HFG Advisors sold out of Everest Group (EG) in Q2 2025, closing a stake of 675 shares — an estimated $245K sold.

HFG Advisors first reported a position in EG in Q1 2024 and held it in 5 quarters. The position peaked at $328K in Q1 2024. 672 funds tracked by Wall St. Rank hold EG as of Q2 2025.

  • HFG Advisors reported no remaining Everest Group position as of Q2 2025 after selling out during the quarter.
  • HFG Advisors sold 675 Everest Group shares in Q2 2025, an estimated $245K.
  • HFG Advisors first reported a position in Everest Group in Q1 2024 and held it in 5 quarters.
  • HFG Advisors's Everest Group position peaked at $328K in Q1 2024.
  • 672 funds tracked by Wall St. Rank held Everest Group as of Q2 2025.

Based on HFG Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.