Kayne Anderson Rudnick Investment Management’s Everest Group EG Stock Holding History

Kayne Anderson Rudnick Investment 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 Q1	–	Sell	-1	Closed	-$426	–	980
2024 Q4	$426	Hold	1	–	–	﹤0.01%	944
2024 Q3	$460	Hold	1	–	–	﹤0.01%	932
2024 Q2	$447	Hold	1	–	–	﹤0.01%	920
2024 Q1	$467	Hold	1	–	–	﹤0.01%	909
2023 Q4	$415	Hold	1	–	–	﹤0.01%	896
2023 Q3	$372	Hold	1	–	–	﹤0.01%	814
2023 Q2	$342	Buy	+1	New	+$361	﹤0.01%	816

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 $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

VVP

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management's EG Position: Q1 2025 in Review

Kayne Anderson Rudnick Investment Management sold out of Everest Group (EG) in Q1 2025, closing a stake of 1 share — an estimated $426 sold.

Kayne Anderson Rudnick Investment Management first reported a position in EG in Q2 2023 and held it in 7 quarters. The position peaked at $467 in Q1 2024. 678 funds tracked by Wall St. Rank hold EG as of Q1 2025.

Kayne Anderson Rudnick Investment Management reported no remaining Everest Group position as of Q1 2025 after selling out during the quarter.
Kayne Anderson Rudnick Investment Management sold 1 Everest Group share in Q1 2025, an estimated $426.
Kayne Anderson Rudnick Investment Management first reported a position in Everest Group in Q2 2023 and held it in 7 quarters.
Kayne Anderson Rudnick Investment Management's Everest Group position peaked at $467 in Q1 2024.
678 funds tracked by Wall St. Rank held Everest Group as of Q1 2025.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q1 2025, filed 14 May 2025.