Jefferies Financial Group’s Everest Group EG Stock Holding History

Jefferies Financial Group’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	-1,960	Closed	-$712K	–	1437
2025 Q1	$712K	Sell	1,960 -11,202	-85%	-$3.96M	0.01%	939
2024 Q4	$4.77M	Buy	+13,162	New	+$4.93M	0.03%	382
2023 Q4	–	Sell	-1,200	Closed	-$446K	–	1771
2023 Q3	$446K	Sell	1,200 -50	-4%	-$18.1K	﹤0.01%	1108
2023 Q2	$427K	Sell	1,250 -267	-18%	-$96.4K	﹤0.01%	1232
2023 Q1	$543K	Sell	1,517 -2,012	-57%	-$723K	﹤0.01%	1073
2022 Q4	$1.17M	Buy	+3,529	New	+$1.1M	0.01%	819

Other funds holding EG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

AGA

Altrinsic Global Advisors Stamford, Connecticut $2.72B AUM 7.92% 1-Year Est. Return

Jefferies Financial Group's EG Position: Q2 2025 in Review

Jefferies Financial Group sold out of Everest Group (EG) in Q2 2025, closing a stake of 1,960 shares — an estimated $712K sold.

Jefferies Financial Group first reported a position in EG in Q4 2022 and held it in 6 quarters. The position peaked at $4.77M in Q4 2024. 673 funds tracked by Wall St. Rank hold EG as of Q2 2025.

Jefferies Financial Group reported no remaining Everest Group position as of Q2 2025 after selling out during the quarter.
Jefferies Financial Group sold 1,960 Everest Group shares in Q2 2025, an estimated $712K.
Jefferies Financial Group first reported a position in Everest Group in Q4 2022 and held it in 6 quarters.
Jefferies Financial Group's Everest Group position peaked at $4.77M in Q4 2024.
673 funds tracked by Wall St. Rank held Everest Group as of Q2 2025.

Based on Jefferies Financial Group's 13F filing for Q2 2025, filed 12 Aug 2025.