HF
EG icon

HRT Financial’s Everest Group EG Stock Holding History

HRT Financial’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 		$20.3M Sell
56,950
-48,340
-46% -$16.6M 0.04% 472
2026
Q1 		$34.4M Buy
105,290
+63,406
+151% +$20.9M 0.09% 200
2025
Q4 		$14.2M Sell
41,884
-25,154
-38% -$8.31M 0.04% 321
2025
Q3 		$23.5M Buy
67,038
+12,952
+24% +$4.37M 0.09% 152
2025
Q2 		$18.4M Buy
+54,086
New +$18.7M 0.08% 163
2024
Q4 		– Sell
-4,918
Closed -$1.93M – 2601
2024
Q3 		$1.93M Buy
+4,918
New +$1.87M 0.01% 896
2024
Q1 		– Sell
-5,693
Closed -$2.01M – 2496
2023
Q4 		$2.01M Sell
5,693
-7,981
-58% -$3.09M 0.01% 645
2023
Q3 		$5.08M Buy
13,674
+7,967
+140% +$2.89M 0.05% 291
2023
Q2 		$1.95M Buy
+5,707
New +$2.06M 0.02% 625
2023
Q1 		– Sell
-28,351
Closed -$9.39M – 2653
2022
Q4 		$9.39M Buy
+28,351
New +$8.83M 0.13% 141
2022
Q2 		– Sell
-702
Closed -$211K – 3109
2022
Q1 		$211K Sell
702
-308
-30% -$88.5K ﹤0.01% 2462
2021
Q4 		$276K Buy
+1,010
New +$273K ﹤0.01% 2324
2021
Q2 		– Sell
-14,967
Closed -$3.71M – 3007
2021
Q1 		$3.71M Buy
14,967
+13,667
+1,051% +$3.25M 0.04% 356
2020
Q4 		$304K Buy
+1,300
New +$287K 0.01% 1279
2020
Q3 		– Sell
-3,280
Closed -$676K – 2005
2020
Q2 		$676K Buy
+3,280
New +$639K 0.02% 666
2019
Q4 		– Sell
-755
Closed -$200K – 1267
2019
Q3 		$200K Buy
+755
New +$191K 0.01% 1154
2017
Q3 		– Sell
-1,920
Closed -$488K – 108
2017
Q2 		$488K Buy
+1,920
New +$474K 0.77% 18

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 $3.37T AUM 44.26% 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

HRT Financial's EG Position: Q2 2026 in Review

HRT Financial reduced its Everest Group (EG) stake by 46% in Q2 2026, selling an estimated $16.6M and leaving 56,950 shares worth $20.3M. The position accounts for 0.04% of the portfolio, ranked #472.

HRT Financial first reported a position in EG in Q2 2017 and has held it in 17 quarters since. The position peaked at $34.4M in Q1 2026. 689 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • HRT Financial held 56,950 shares of Everest Group worth $20.3M as of Q2 2026.
  • HRT Financial sold 48,340 Everest Group shares in Q2 2026, an estimated $16.6M.
  • Everest Group made up 0.04% of HRT Financial's portfolio in Q2 2026, its #472 holding.
  • HRT Financial first reported a position in Everest Group in Q2 2017 and has held it in 17 quarters since.
  • HRT Financial's Everest Group position peaked at $34.4M in Q1 2026.
  • 689 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on HRT Financial's 13F filing for Q2 2026, filed 14 Aug 2026.