Renaissance Group’s Everest Group EG Stock Holding History

Renaissance 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 Q4	–	Sell	-729	Closed	-$255K	–	245
2025 Q3	$255K	Sell	729 -1,447	-66%	-$489K	0.01%	224
2025 Q2	$740K	Sell	2,176 -82	-4%	-$28.3K	0.03%	172
2025 Q1	$820K	Buy	2,258 +148	+7%	+$52.3K	0.04%	174
2024 Q4	$765K	Sell	2,110 -424	-17%	-$159K	0.03%	180
2024 Q3	$993K	Sell	2,534 -81,060	-97%	-$30.9M	0.04%	173
2024 Q2	$31.9M	Sell	83,594 -279	-0.3%	-$105K	1.24%	40
2024 Q1	$33.3M	Buy	83,873 +2,099	+3%	+$787K	1.26%	41
2023 Q4	$28.9M	Sell	81,774 -1,792	-2%	-$694K	1.2%	45
2023 Q3	$31.1M	Buy	+83,566	New	+$30.3M	1.42%	18

Other funds holding EG

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

Altrinsic Global Advisors Stamford, Connecticut $2.79B AUM 7.25% 1-Year Est. Return