Savvy Advisors Inc’s Everest Group EG Stock Holding History

Savvy Advisors Inc’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	-1,045	Closed	-$366K	–	1044
2025 Q3	$366K	Buy	+1,045	New	+$353K	0.02%	551

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 $3.38T AUM 44.17% 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

Savvy Advisors Inc's EG Position: Q4 2025 in Review

Savvy Advisors Inc sold out of Everest Group (EG) in Q4 2025, closing a stake of 1,045 shares — an estimated $366K sold.

Savvy Advisors Inc first reported a position in EG in Q3 2025 and held it in 1 quarter. The position peaked at $366K in Q3 2025. 685 funds tracked by Wall St. Rank hold EG as of Q4 2025.

Savvy Advisors Inc reported no remaining Everest Group position as of Q4 2025 after selling out during the quarter.
Savvy Advisors Inc sold 1,045 Everest Group shares in Q4 2025, an estimated $366K.
Savvy Advisors Inc first reported a position in Everest Group in Q3 2025 and held it in 1 quarter.
Savvy Advisors Inc's Everest Group position peaked at $366K in Q3 2025.
685 funds tracked by Wall St. Rank held Everest Group as of Q4 2025.

Based on Savvy Advisors Inc's 13F filing for Q4 2025, filed 20 Jan 2026.