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Transatlantique Private Wealth’s Everest Group EG Stock Holding History

Transatlantique Private Wealth’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
-778
Closed -$283K – 219
2025
Q1 		$283K Sell
778
-896
-54% -$317K 0.11% 189
2024
Q4 		$607K Sell
1,674
-175
-9% -$65.5K 0.23% 123
2024
Q3 		$724K Sell
1,849
-261
-12% -$99.4K 0.28% 111
2024
Q2 		$799K Buy
2,110
+50
+2% +$18.9K 0.33% 90
2024
Q1 		$819K Sell
2,060
-116
-5% -$43.5K 0.36% 100
2023
Q4 		$769K Buy
2,176
+415
+24% +$161K 0.36% 97
2023
Q3 		$655K Buy
1,761
+115
+7% +$41.7K 0.35% 98
2023
Q2 		$563K Buy
1,646
+284
+21% +$103K 0.29% 113
2023
Q1 		$488K Hold
1,362
– – 0.27% 132
2022
Q4 		$453K Buy
1,362
+55
+4% +$17.1K 0.27% 113
2022
Q3 		$343K Buy
1,307
+242
+23% +$65.5K 0.23% 138
2022
Q2 		$299K Buy
+1,065
New +$301K 0.21% 164

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 $3.38T AUM 44.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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

Transatlantique Private Wealth's EG Position: Q2 2025 in Review

Transatlantique Private Wealth sold out of Everest Group (EG) in Q2 2025, closing a stake of 778 shares — an estimated $283K sold.

Transatlantique Private Wealth first reported a position in EG in Q2 2022 and held it in 12 quarters. The position peaked at $819K in Q1 2024. 673 funds tracked by Wall St. Rank hold EG as of Q2 2025.

  • Transatlantique Private Wealth reported no remaining Everest Group position as of Q2 2025 after selling out during the quarter.
  • Transatlantique Private Wealth sold 778 Everest Group shares in Q2 2025, an estimated $283K.
  • Transatlantique Private Wealth first reported a position in Everest Group in Q2 2022 and held it in 12 quarters.
  • Transatlantique Private Wealth's Everest Group position peaked at $819K in Q1 2024.
  • 673 funds tracked by Wall St. Rank held Everest Group as of Q2 2025.

Based on Transatlantique Private Wealth's 13F filing for Q2 2025, filed 5 Aug 2025.