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Legacy Investment Solutions’s Everest Group EG Stock Holding History

Legacy Investment Solutions’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 		$1.36K Buy
+4
New +$1.38K ﹤0.01% 562
2024
Q4 		$1.35K Hold
4
– – ﹤0.01% 558
2024
Q3 		$1.48K Buy
+4
New +$1.52K ﹤0.01% 510

Other funds holding EG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.79B AUM 7.25% 1-Year Est. Return

Legacy Investment Solutions's EG Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Everest Group (EG) in Q2 2025: 4 shares worth $1.36K. The stake represents ﹤0.01% of the portfolio and ranks #562 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in EG as recently as Q4 2024.

Legacy Investment Solutions first reported a position in EG in Q3 2024 and has held it in 3 quarters since. The position peaked at $1.48K in Q3 2024. 672 funds tracked by Wall St. Rank hold EG as of Q2 2025.

  • Legacy Investment Solutions held 4 shares of Everest Group worth $1.36K as of Q2 2025.
  • Everest Group was a new Legacy Investment Solutions position in Q2 2025.
  • Everest Group made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #562 holding.
  • Legacy Investment Solutions first reported a position in Everest Group in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's Everest Group position peaked at $1.48K in Q3 2024.
  • 672 funds tracked by Wall St. Rank held Everest Group as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.