TownSquare Capital’s Everest Group EG Stock Holding History

TownSquare Capital’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 Q2	–	Sell	-1,464	Closed	-$532K	–	890
2025 Q1	$532K	Buy	+1,464	New	+$517K	0.01%	1100

Other funds holding EG

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

BlackRock New York $5.72T 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

TownSquare Capital's EG Position: Q2 2025 in Review

TownSquare Capital sold out of Everest Group (EG) in Q2 2025, closing a stake of 1,464 shares — an estimated $532K sold.

TownSquare Capital first reported a position in EG in Q1 2025 and held it in 1 quarter. The position peaked at $532K in Q1 2025. 672 funds tracked by Wall St. Rank hold EG as of Q2 2025.

TownSquare Capital reported no remaining Everest Group position as of Q2 2025 after selling out during the quarter.
TownSquare Capital sold 1,464 Everest Group shares in Q2 2025, an estimated $532K.
TownSquare Capital first reported a position in Everest Group in Q1 2025 and held it in 1 quarter.
TownSquare Capital's Everest Group position peaked at $532K in Q1 2025.
672 funds tracked by Wall St. Rank held Everest Group as of Q2 2025.

Based on TownSquare Capital's 13F filing for Q2 2025, filed 13 Aug 2025.