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Lowe Brockenbrough & Co’s Everest Group EG Stock Holding History

Lowe Brockenbrough & Co’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
Q1 		$1.37M Sell
4,199
-52
-1% -$17.1K 0.07% 157
2025
Q4 		$1.44M Sell
4,251
-218
-5% -$72K 0.07% 155
2025
Q3 		$1.57M Sell
4,469
-34
-0.8% -$11.5K 0.08% 143
2025
Q2 		$1.53M Sell
4,503
-55
-1% -$19K 0.09% 144
2025
Q1 		$1.66M Sell
4,558
-25
-0.5% -$8.84K 0.11% 130
2024
Q4 		$1.66M Sell
4,583
-72
-2% -$27K 0.11% 131
2024
Q3 		$1.82M Sell
4,655
-48
-1% -$18.3K 0.12% 131
2024
Q2 		$1.79M Sell
4,703
-154
-3% -$58.2K 0.12% 130
2024
Q1 		$1.93M Sell
4,857
-406
-8% -$152K 0.13% 133
2023
Q4 		$1.86M Buy
5,263
+95
+2% +$36.8K 0.14% 126
2023
Q3 		$1.92M Sell
5,168
-110
-2% -$39.9K 0.15% 125
2023
Q2 		$1.8M Sell
5,278
-40
-0.8% -$14.4K 0.14% 129
2023
Q1 		$1.9M Sell
5,318
-29
-0.5% -$10.4K 0.15% 128
2022
Q4 		$1.77M Hold
5,347
– – 0.15% 126
2022
Q3 		$1.4M Buy
5,347
+618
+13% +$167K 0.14% 142
2022
Q2 		$1.32M Sell
4,729
-185
-4% -$52.3K 0.12% 150
2022
Q1 		$1.48M Sell
4,914
-311
-6% -$89.3K 0.11% 155
2021
Q4 		$1.43M Hold
5,225
– – 0.1% 153
2021
Q3 		$1.31M Buy
5,225
+117
+2% +$30K 0.1% 157
2021
Q2 		$1.29M Buy
5,108
+5
+0.1% +$1.3K 0.12% 139
2021
Q1 		$1.26M Buy
5,103
+56
+1% +$13.3K 0.12% 139
2020
Q4 		$1.18M Sell
5,047
-164
-3% -$36.2K 0.13% 136
2020
Q3 		$1.03M Sell
5,211
-112
-2% -$24K 0.13% 134
2020
Q2 		$1.1M Buy
5,323
+698
+15% +$136K 0.15% 127
2020
Q1 		$890K Sell
4,625
-25
-0.5% -$6.38K 0.15% 133
2019
Q4 		$1.29M Hold
4,650
– – 0.16% 130
2019
Q3 		$1.24M Sell
4,650
-25
-0.5% -$6.31K 0.17% 131
2019
Q2 		$1.16M Sell
4,675
-33
-0.7% -$7.92K 0.16% 129
2019
Q1 		$1.02M Sell
4,708
-10
-0.2% -$2.18K 0.14% 135
2018
Q4 		$1.03M Buy
4,718
+60
+1% +$13.1K 0.17% 125
2018
Q3 		$1.06M Buy
4,658
+603
+15% +$135K 0.15% 130
2018
Q2 		$935K Sell
4,055
-70
-2% -$16.4K 0.14% 134
2018
Q1 		$1.06M Buy
4,125
+30
+0.7% +$7.2K 0.16% 129
2017
Q4 		$906K Buy
4,095
+300
+8% +$67.6K 0.13% 133
2017
Q3 		$867K Buy
3,795
+41
+1% +$10.3K 0.13% 134
2017
Q2 		$956K Buy
3,754
+50
+1% +$12.3K 0.15% 124
2017
Q1 		$866K Hold
3,704
– – 0.14% 126
2016
Q4 		$802K Sell
3,704
-25
-0.7% -$5.15K 0.13% 130
2016
Q3 		$708K Hold
3,729
– – 0.12% 134
2016
Q2 		$681K Buy
+3,729
New +$685K 0.12% 134

Other funds holding EG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lowe Brockenbrough & Co's EG Position: Q1 2026 in Review

Lowe Brockenbrough & Co reduced its Everest Group (EG) stake by 1.2% in Q1 2026, selling an estimated $17.1K and leaving 4,199 shares worth $1.37M. The position accounts for 0.07% of the portfolio, ranked #157.

Lowe Brockenbrough & Co first reported a position in EG in Q2 2016 and has held it in 40 quarters since. The position peaked at $1.93M in Q1 2024. 663 funds tracked by Wall St. Rank hold EG as of Q1 2026.

  • Lowe Brockenbrough & Co held 4,199 shares of Everest Group worth $1.37M as of Q1 2026.
  • Lowe Brockenbrough & Co sold 52 Everest Group shares in Q1 2026, an estimated $17.1K.
  • Everest Group made up 0.07% of Lowe Brockenbrough & Co's portfolio in Q1 2026, its #157 holding.
  • Lowe Brockenbrough & Co first reported a position in Everest Group in Q2 2016 and has held it in 40 quarters since.
  • Lowe Brockenbrough & Co's Everest Group position peaked at $1.93M in Q1 2024.
  • 663 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on Lowe Brockenbrough & Co's 13F filing for Q1 2026, filed 7 May 2026.