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Meritage Portfolio Management’s Everest Group EG Stock Holding History

Meritage Portfolio Management’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
Q4 		– Sell
-10,832
Closed -$3.79M – 323
2025
Q3 		$3.79M Sell
10,832
-1,130
-9% -$382K 0.25% 116
2025
Q2 		$4.07M Sell
11,962
-6
-0.1% -$2.07K 0.26% 112
2025
Q1 		$4.35M Sell
11,968
-80
-0.7% -$28.3K 0.29% 103
2024
Q4 		$4.37M Sell
12,048
-504
-4% -$189K 0.27% 106
2024
Q3 		$4.92M Sell
12,552
-239
-2% -$91K 0.3% 104
2024
Q2 		$4.87M Sell
12,791
-152
-1% -$57.5K 0.31% 97
2024
Q1 		$5.14M Buy
+12,943
New +$4.85M 0.33% 93
2017
Q3 		– Sell
-29,240
Closed -$7.44M – 204
2017
Q2 		$7.44M Sell
29,240
-759
-3% -$187K 0.77% 27
2017
Q1 		$7.01M Buy
29,999
+258
+0.9% +$58.9K 0.74% 33
2016
Q4 		$6.44M Sell
29,741
-377
-1% -$77.7K 0.7% 47
2016
Q3 		$5.72M Sell
30,118
-183
-0.6% -$34.4K 0.63% 53
2016
Q2 		$5.54M Sell
30,301
-435
-1% -$80K 0.62% 55
2016
Q1 		$6.07M Sell
30,736
-374
-1% -$69.1K 0.69% 50
2015
Q4 		$5.7M Buy
31,110
+87
+0.3% +$15.8K 0.64% 55
2015
Q3 		$5.38M Buy
31,023
+1,016
+3% +$184K 0.62% 56
2015
Q2 		$5.46M Buy
30,007
+261
+0.9% +$47.5K 0.57% 72
2015
Q1 		$5.18M Buy
29,746
+345
+1% +$60.6K 0.52% 90
2014
Q4 		$5.01M Sell
29,401
-5
-0% -$844 0.53% 80
2014
Q3 		$4.76M Sell
29,406
-714
-2% -$116K 0.54% 86
2014
Q2 		$4.83M Buy
+30,120
New +$4.77M 0.53% 86

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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

Meritage Portfolio Management's EG Position: Q4 2025 in Review

Meritage Portfolio Management sold out of Everest Group (EG) in Q4 2025, closing a stake of 10,832 shares — an estimated $3.79M sold.

Meritage Portfolio Management first reported a position in EG in Q2 2014 and held it in 20 quarters. The position peaked at $7.44M in Q2 2017. 684 funds tracked by Wall St. Rank hold EG as of Q4 2025.

  • Meritage Portfolio Management reported no remaining Everest Group position as of Q4 2025 after selling out during the quarter.
  • Meritage Portfolio Management sold 10,832 Everest Group shares in Q4 2025, an estimated $3.79M.
  • Meritage Portfolio Management first reported a position in Everest Group in Q2 2014 and held it in 20 quarters.
  • Meritage Portfolio Management's Everest Group position peaked at $7.44M in Q2 2017.
  • 684 funds tracked by Wall St. Rank held Everest Group as of Q4 2025.

Based on Meritage Portfolio Management's 13F filing for Q4 2025, filed 27 Jan 2026.