HighTower Advisors
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HighTower Advisors’s Everest Group EG Stock Holding History

HighTower 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
2026
Q1 		$993K Buy
3,037
+1,121
+59% +$369K ﹤0.01% 2190
2025
Q4 		$650K Sell
1,916
-95
-5% -$31.4K ﹤0.01% 2433
2025
Q3 		$705K Sell
2,011
-2
-0.1% -$675 ﹤0.01% 2353
2025
Q2 		$684K Sell
2,013
-621
-24% -$214K ﹤0.01% 2274
2025
Q1 		$957K Sell
2,634
-1,329
-34% -$470K ﹤0.01% 1994
2024
Q4 		$1.44M Buy
3,963
+1,614
+69% +$604K ﹤0.01% 1728
2024
Q3 		$923K Sell
2,349
-1,465
-38% -$558K ﹤0.01% 1966
2024
Q2 		$1.46M Sell
3,814
-9,377
-71% -$3.54M ﹤0.01% 1623
2024
Q1 		$5.25M Buy
13,191
+2,776
+27% +$1.04M 0.01% 942
2023
Q4 		$3.67M Buy
10,415
+7,664
+279% +$2.97M 0.01% 1123
2023
Q3 		$1.01M Buy
2,751
+661
+32% +$240K ﹤0.01% 1763
2023
Q2 		$717K Buy
2,090
+198
+10% +$71.5K ﹤0.01% 1960
2023
Q1 		$676K Buy
1,892
+107
+6% +$38.5K ﹤0.01% 1908
2022
Q4 		$591K Buy
+1,785
New +$556K ﹤0.01% 2012
2018
Q3 		– Sell
-3,773
Closed -$868K – 2326
2018
Q2 		$868K Sell
3,773
-2,587
-41% -$607K 0.01% 1188
2018
Q1 		$1.63M Buy
6,360
+2,330
+58% +$559K 0.01% 878
2017
Q4 		$902K Sell
4,030
-2,315
-36% -$522K 0.01% 1160
2017
Q3 		$1.45M Sell
6,345
-3,274
-34% -$825K 0.01% 939
2017
Q2 		$2.45M Buy
9,619
+941
+11% +$232K 0.02% 723
2017
Q1 		$2.04M Buy
8,678
+3,964
+84% +$905K 0.02% 753
2016
Q4 		$1.03M Buy
+4,714
New +$971K 0.01% 960
2013
Q4 		– Sell
-3,499
Closed -$509K – 1557
2013
Q3 		$509K Buy
3,499
+10
+0.3% +$1.35K 0.01% 834
2013
Q2 		$447K Buy
+3,489
New +$451K 0.01% 848

Other funds holding EG

BlackRock
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
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
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

HighTower Advisors's EG Position: Q1 2026 in Review

HighTower Advisors increased its Everest Group (EG) stake by 59% in Q1 2026, buying an estimated $369K and bringing the position to 3,037 shares worth $993K. The position accounts for ﹤0.01% of the portfolio, ranked #2190.

HighTower Advisors first reported a position in EG in Q2 2013 and has held it in 23 quarters since. The position peaked at $5.25M in Q1 2024. 663 funds tracked by Wall St. Rank hold EG as of Q1 2026.

  • HighTower Advisors held 3,037 shares of Everest Group worth $993K as of Q1 2026.
  • HighTower Advisors bought 1,121 Everest Group shares in Q1 2026, an estimated $369K.
  • Everest Group made up ﹤0.01% of HighTower Advisors's portfolio in Q1 2026, its #2190 holding.
  • HighTower Advisors first reported a position in Everest Group in Q2 2013 and has held it in 23 quarters since.
  • HighTower Advisors's Everest Group position peaked at $5.25M in Q1 2024.
  • 663 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.