SGA
EG icon

Strategic Global Advisors’s Everest Group EG Stock Holding History

Strategic Global Advisors’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
-4,210
Closed -$1.47M – 142
2025
Q3 		$1.47M Buy
+4,210
New +$1.42M 0.22% 98
2024
Q1 		– Sell
-7,349
Closed -$2.6M – 146
2023
Q4 		$2.6M Sell
7,349
-5,276
-42% -$2.04M 0.6% 58
2023
Q3 		$4.69M Sell
12,625
-617
-5% -$224K 0.78% 45
2023
Q2 		$4.53M Sell
13,242
-998
-7% -$360K 0.7% 55
2023
Q1 		$5.1M Sell
14,240
-1,274
-8% -$458K 0.82% 49
2022
Q4 		$5.14M Sell
15,514
-305
-2% -$95K 0.82% 50
2022
Q3 		$4.15M Sell
15,819
-643
-4% -$174K 0.69% 49
2022
Q2 		$4.61M Buy
+16,462
New +$4.65M 0.7% 47
2019
Q1 		– Sell
-4,749
Closed -$1.03M – 165
2018
Q4 		$1.03M Hold
4,749
– – 0.37% 60
2018
Q3 		$1.08M Sell
4,749
-3,810
-45% -$853K 0.33% 71
2018
Q2 		$2.2M Hold
8,559
– – 0.56% 40
2018
Q1 		$2.2M Sell
8,559
-1,330
-13% -$319K 0.75% 31
2017
Q4 		$2.19M Sell
9,889
-340
-3% -$76.7K 0.71% 30
2017
Q3 		$2.34M Hold
10,229
– – 0.89% 26
2017
Q2 		$2.6M Sell
10,229
-1,310
-11% -$323K 0.96% 28
2017
Q1 		$2.7M Buy
11,539
+3,581
+45% +$818K 0.97% 27
2016
Q4 		$1.72M Sell
7,958
-40
-0.5% -$8.24K 0.64% 45
2016
Q3 		$1.46M Hold
7,998
– – 0.55% 58
2016
Q2 		$1.46M Hold
7,998
– – 0.55% 57
2016
Q1 		$1.58M Sell
7,998
-620
-7% -$115K 0.67% 51
2015
Q4 		$1.58M Buy
8,618
+162
+2% +$29.4K 0.67% 51
2015
Q3 		$1.47M Buy
8,456
+4,440
+111% +$803K 0.7% 53
2015
Q2 		$731K Buy
4,016
+580
+17% +$106K 0.43% 59
2015
Q1 		$598K Buy
+3,436
New +$604K 0.44% 65

Other funds holding EG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
AQR Capital Management
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
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
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

Strategic Global Advisors's EG Position: Q4 2025 in Review

Strategic Global Advisors sold out of Everest Group (EG) in Q4 2025, closing a stake of 4,210 shares — an estimated $1.47M sold.

Strategic Global Advisors first reported a position in EG in Q1 2015 and held it in 24 quarters. The position peaked at $5.14M in Q4 2022. 685 funds tracked by Wall St. Rank hold EG as of Q4 2025.

  • Strategic Global Advisors reported no remaining Everest Group position as of Q4 2025 after selling out during the quarter.
  • Strategic Global Advisors sold 4,210 Everest Group shares in Q4 2025, an estimated $1.47M.
  • Strategic Global Advisors first reported a position in Everest Group in Q1 2015 and held it in 24 quarters.
  • Strategic Global Advisors's Everest Group position peaked at $5.14M in Q4 2022.
  • 685 funds tracked by Wall St. Rank held Everest Group as of Q4 2025.

Based on Strategic Global Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.