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Shell Asset Management’s Everest Group EG Stock Holding History

Shell 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
Q3 		$678K Sell
1,936
-11,179
-85% -$3.77M 0.07% 293
2025
Q2 		$4.46M Buy
13,115
+3,062
+30% +$1.06M 0.15% 134
2025
Q1 		$3.65M Sell
10,053
-438
-4% -$155K 0.17% 116
2024
Q4 		$3.8M Sell
10,491
-207
-2% -$77.5K 0.17% 109
2024
Q3 		$4.19M Buy
+10,698
New +$4.08M 0.18% 106
2024
Q1 		$5.73M Buy
15,046
+4,669
+45% +$1.75M 0.26% 69
2023
Q4 		$3.67M Sell
10,377
-2,478
-19% -$960K 0.17% 120
2023
Q3 		$4.78M Sell
12,855
-157
-1% -$57K 0.2% 101
2023
Q2 		$4.45M Buy
13,012
+104
+0.8% +$37.6K 0.18% 117
2023
Q1 		$4.62M Sell
12,908
-868
-6% -$312K 0.19% 114
2022
Q4 		$4.56M Sell
13,776
-2,766
-17% -$862K 0.2% 112
2022
Q3 		$4.34M Sell
16,542
-4,762
-22% -$1.29M 0.17% 128
2022
Q2 		$5.97M Buy
21,304
+133
+0.6% +$37.6K 0.18% 127
2022
Q1 		$6.38M Sell
21,171
-2,802
-12% -$805K 0.15% 145
2021
Q4 		$6.57M Buy
23,973
+3,380
+16% +$914K 0.13% 157
2021
Q3 		$5.16M Sell
20,593
-931
-4% -$239K 0.12% 192
2021
Q2 		$5.42M Sell
21,524
-2,605
-11% -$678K 0.11% 213
2021
Q1 		$5.98M Sell
24,129
-18,654
-44% -$4.44M 0.12% 198
2020
Q4 		$10M Sell
42,783
-2,579
-6% -$569K 0.21% 116
2020
Q3 		$8.96M Buy
45,362
+4,147
+10% +$888K 0.21% 116
2020
Q2 		$8.5M Buy
41,215
+12,106
+42% +$2.36M 0.21% 119
2020
Q1 		$5.6M Sell
29,109
-1,415
-5% -$361K 0.16% 163
2019
Q4 		$8.45M Buy
30,524
+3,787
+14% +$999K 0.18% 147
2019
Q3 		$7.11M Sell
26,737
-3,833
-13% -$968K 0.16% 160
2019
Q2 		$7.56M Buy
30,570
+6,432
+27% +$1.54M 0.17% 156
2019
Q1 		$5.21M Buy
24,138
+171
+0.7% +$37.2K 0.11% 221
2018
Q4 		$5.22M Buy
23,967
+8,936
+59% +$1.95M 0.13% 196
2018
Q3 		$3.43M Sell
15,031
-1,997
-12% -$447K 0.07% 290
2018
Q2 		$3.92M Sell
17,028
-672
-4% -$158K 0.08% 273
2018
Q1 		$4.55M Buy
17,700
+693
+4% +$166K 0.09% 248
2017
Q4 		$3.76M Buy
17,007
+280
+2% +$63.1K 0.07% 274
2017
Q3 		$3.82M Sell
16,727
-251
-1% -$63.3K 0.08% 254
2017
Q2 		$4.32M Sell
16,978
-1,113
-6% -$275K 0.09% 241
2017
Q1 		$4.23M Buy
18,091
+3,056
+20% +$698K 0.09% 238
2016
Q4 		$3.25M Sell
15,035
-10,153
-40% -$2.09M 0.08% 277
2016
Q3 		$4.79M Sell
25,188
-2,363
-9% -$444K 0.1% 233
2016
Q2 		$5.03M Buy
27,551
+629
+2% +$116K 0.12% 197
2016
Q1 		$5.32M Sell
26,922
-1,580
-6% -$292K 0.13% 177
2015
Q4 		$5.22M Sell
28,502
-25,504
-47% -$4.63M 0.12% 164
2015
Q3 		$8.75M Buy
54,006
+19,719
+58% +$3.57M 0.14% 145
2015
Q2 		$6.24M Sell
34,287
-5,117
-13% -$931K 0.12% 180
2015
Q1 		$6.86M Sell
39,404
-10,569
-21% -$1.86M 0.12% 181
2014
Q4 		$8.51M Sell
49,973
-4,033
-7% -$681K 0.14% 166
2014
Q3 		$8.75M Sell
54,006
-1,439
-3% -$233K 0.14% 151
2014
Q2 		$8.9M Buy
55,445
+3,843
+7% +$608K 0.14% 153
2014
Q1 		$7.9M Buy
51,602
+70
+0.1% +$10.3K 0.13% 164
2013
Q4 		$8.03M Buy
51,532
+129
+0.3% +$19.7K 0.14% 153
2013
Q3 		$7.47M Buy
51,403
+3,915
+8% +$531K 0.14% 166
2013
Q2 		$6.09M Buy
+47,488
New +$6.14M 0.12% 197

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Shell Asset Management's EG Position: Q3 2025 in Review

Shell Asset Management reduced its Everest Group (EG) stake by 85% in Q3 2025, selling an estimated $3.77M and leaving 1,936 shares worth $678K. The position accounts for 0.07% of the portfolio, ranked #293.

Shell Asset Management first reported a position in EG in Q2 2013 and has held it in 49 quarters since. The position peaked at $10M in Q4 2020. 677 funds tracked by Wall St. Rank hold EG as of Q3 2025.

  • Shell Asset Management held 1,936 shares of Everest Group worth $678K as of Q3 2025.
  • Shell Asset Management sold 11,179 Everest Group shares in Q3 2025, an estimated $3.77M.
  • Everest Group made up 0.07% of Shell Asset Management's portfolio in Q3 2025, its #293 holding.
  • Shell Asset Management first reported a position in Everest Group in Q2 2013 and has held it in 49 quarters since.
  • Shell Asset Management's Everest Group position peaked at $10M in Q4 2020.
  • 677 funds tracked by Wall St. Rank held Everest Group as of Q3 2025.

Based on Shell Asset Management's 13F filing for Q3 2025, filed 7 Nov 2025.