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ORG Partners’s Everest Group EG Stock Holding History

ORG Partners’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 		$6.78K Sell
20
-11
-35% -$3.63K ﹤0.01% 1133
2025
Q3 		$10.9K Buy
31
+12
+63% +$4.05K ﹤0.01% 955
2025
Q2 		$6.47K Buy
19
+11
+138% +$3.79K ﹤0.01% 990
2025
Q1 		$2.92K Buy
+8
New +$2.83K ﹤0.01% 1027

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

ORG Partners's EG Position: Q4 2025 in Review

ORG Partners reduced its Everest Group (EG) stake by 35% in Q4 2025, selling an estimated $3.63K and leaving 20 shares worth $6.78K. The position accounts for ﹤0.01% of the portfolio, ranked #1133.

ORG Partners first reported a position in EG in Q1 2025 and has held it in 4 quarters since. The position peaked at $10.9K in Q3 2025. 683 funds tracked by Wall St. Rank hold EG as of Q4 2025.

  • ORG Partners held 20 shares of Everest Group worth $6.78K as of Q4 2025.
  • ORG Partners sold 11 Everest Group shares in Q4 2025, an estimated $3.63K.
  • Everest Group made up ﹤0.01% of ORG Partners's portfolio in Q4 2025, its #1133 holding.
  • ORG Partners first reported a position in Everest Group in Q1 2025 and has held it in 4 quarters since.
  • ORG Partners's Everest Group position peaked at $10.9K in Q3 2025.
  • 683 funds tracked by Wall St. Rank held Everest Group as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.