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MBB Public Markets’s Everest Group EG Stock Holding History

MBB Public Markets’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
Q3 		– Sell
-736
Closed -$250K – 178
2025
Q2 		$250K Sell
736
-165
-18% -$56.9K 0.02% 360
2025
Q1 		$327K Buy
+901
New +$318K 0.04% 139
2024
Q4 		– Sell
-810
Closed -$317K – 232
2024
Q3 		$317K Sell
810
-2,563
-76% -$976K 0.02% 379
2024
Q2 		$1.29M Buy
+3,373
New +$1.28M 0.03% 454

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.79B AUM 7.25% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

MBB Public Markets's EG Position: Q3 2025 in Review

MBB Public Markets sold out of Everest Group (EG) in Q3 2025, closing a stake of 736 shares — an estimated $250K sold.

MBB Public Markets first reported a position in EG in Q2 2024 and held it in 4 quarters. The position peaked at $1.29M in Q2 2024. 676 funds tracked by Wall St. Rank hold EG as of Q3 2025.

  • MBB Public Markets reported no remaining Everest Group position as of Q3 2025 after selling out during the quarter.
  • MBB Public Markets sold 736 Everest Group shares in Q3 2025, an estimated $250K.
  • MBB Public Markets first reported a position in Everest Group in Q2 2024 and held it in 4 quarters.
  • MBB Public Markets's Everest Group position peaked at $1.29M in Q2 2024.
  • 676 funds tracked by Wall St. Rank held Everest Group as of Q3 2025.

Based on MBB Public Markets's 13F filing for Q3 2025, filed 14 Nov 2025.