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Laird Norton Wetherby Trust Company’s Everest Group EG Stock Holding History

Laird Norton Wetherby Trust Company’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 		$313K Sell
876
-22
-2% -$7.53K 0.01% 859
2026
Q1 		$294K Sell
898
-26
-3% -$8.56K 0.01% 870
2025
Q4 		$314K Buy
+924
New +$305K 0.01% 873

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

Laird Norton Wetherby Trust Company's EG Position: Q2 2026 in Review

Laird Norton Wetherby Trust Company reduced its Everest Group (EG) stake by 2.4% in Q2 2026, selling an estimated $7.53K and leaving 876 shares worth $313K. The position accounts for 0.01% of the portfolio, ranked #859.

Laird Norton Wetherby Trust Company first reported a position in EG in Q4 2025 and has held it in 3 quarters since. The position peaked at $314K in Q4 2025. 686 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Laird Norton Wetherby Trust Company held 876 shares of Everest Group worth $313K as of Q2 2026.
  • Laird Norton Wetherby Trust Company sold 22 Everest Group shares in Q2 2026, an estimated $7.53K.
  • Everest Group made up 0.01% of Laird Norton Wetherby Trust Company's portfolio in Q2 2026, its #859 holding.
  • Laird Norton Wetherby Trust Company first reported a position in Everest Group in Q4 2025 and has held it in 3 quarters since.
  • Laird Norton Wetherby Trust Company's Everest Group position peaked at $314K in Q4 2025.
  • 686 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Laird Norton Wetherby Trust Company's 13F filing for Q2 2026, filed 14 Aug 2026.