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MeadowBrook Investment Advisors’s Everest Group EG Stock Holding History

MeadowBrook Investment Advisors’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 		– Sell
-1,236
Closed -$419K – 192
2025
Q4 		$419K Sell
1,236
-30
-2% -$9.91K 0.36% 62
2025
Q3 		$443K Sell
1,266
-5
-0.4% -$1.69K 0.38% 61
2025
Q2 		$432K Sell
1,271
-169
-12% -$58.3K 0.39% 62
2025
Q1 		$523K Sell
1,440
-38
-3% -$13.4K 0.49% 50
2024
Q4 		$536K Sell
1,478
-25
-2% -$9.36K 0.47% 48
2024
Q3 		$589K Hold
1,503
– – 0.53% 48
2024
Q2 		$573K Buy
1,503
+3
+0.2% +$1.13K 0.54% 45
2024
Q1 		$596K Sell
1,500
-93
-6% -$34.9K 0.56% 46
2023
Q4 		$563K Buy
+1,593
New +$617K 0.54% 47

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

MeadowBrook Investment Advisors's EG Position: Q1 2026 in Review

MeadowBrook Investment Advisors sold out of Everest Group (EG) in Q1 2026, closing a stake of 1,236 shares — an estimated $419K sold.

MeadowBrook Investment Advisors first reported a position in EG in Q4 2023 and held it in 9 quarters. The position peaked at $596K in Q1 2024. 663 funds tracked by Wall St. Rank hold EG as of Q1 2026.

  • MeadowBrook Investment Advisors reported no remaining Everest Group position as of Q1 2026 after selling out during the quarter.
  • MeadowBrook Investment Advisors sold 1,236 Everest Group shares in Q1 2026, an estimated $419K.
  • MeadowBrook Investment Advisors first reported a position in Everest Group in Q4 2023 and held it in 9 quarters.
  • MeadowBrook Investment Advisors's Everest Group position peaked at $596K in Q1 2024.
  • 663 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on MeadowBrook Investment Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.