Reflection Asset Management’s Everest Group EG Stock Holding History

Reflection Asset 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	$1.21M	Buy	+3,561	New	+$1.18M	0.86%	34

Other funds holding EG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

AGA

Altrinsic Global Advisors Stamford, Connecticut $2.72B AUM 7.92% 1-Year Est. Return

Reflection Asset Management's EG Position: Q4 2025 in Review

Reflection Asset Management opened a new position in Everest Group (EG) in Q4 2025: 3,561 shares worth $1.21M. The stake represents 0.86% of the portfolio and ranks #34 among its holdings.

685 funds tracked by Wall St. Rank hold EG as of Q4 2025.

Reflection Asset Management held 3,561 shares of Everest Group worth $1.21M as of Q4 2025.
Everest Group was a new Reflection Asset Management position in Q4 2025.
Everest Group made up 0.86% of Reflection Asset Management's portfolio in Q4 2025, its #34 holding.
685 funds tracked by Wall St. Rank held Everest Group as of Q4 2025.

Based on Reflection Asset Management's 13F filing for Q4 2025, filed 2 Mar 2026.