PAG
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Private Advisor Group’s Everest Group EG Stock Holding History

Private Advisor Group’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
Q2 		– Sell
-588
Closed -$214K – 2511
2025
Q1 		$214K Buy
+588
New +$208K ﹤0.01% 2073
2024
Q4 		– Sell
-850
Closed -$333K – 2346
2024
Q3 		$333K Buy
+850
New +$324K ﹤0.01% 1868

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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

Private Advisor Group's EG Position: Q2 2025 in Review

Private Advisor Group sold out of Everest Group (EG) in Q2 2025, closing a stake of 588 shares — an estimated $214K sold.

Private Advisor Group first reported a position in EG in Q3 2024 and held it in 2 quarters. The position peaked at $333K in Q3 2024. 672 funds tracked by Wall St. Rank hold EG as of Q2 2025.

  • Private Advisor Group reported no remaining Everest Group position as of Q2 2025 after selling out during the quarter.
  • Private Advisor Group sold 588 Everest Group shares in Q2 2025, an estimated $214K.
  • Private Advisor Group first reported a position in Everest Group in Q3 2024 and held it in 2 quarters.
  • Private Advisor Group's Everest Group position peaked at $333K in Q3 2024.
  • 672 funds tracked by Wall St. Rank held Everest Group as of Q2 2025.

Based on Private Advisor Group's 13F filing for Q2 2025, filed 11 Aug 2025.