Wellington Management Group
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Wellington Management Group’s Everest Group EG Stock Holding History

Wellington Management Group’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
2026
Q1 		$318M Sell
971,869
-240,208
-20% -$79.1M 0.06% 279
2025
Q4 		$411M Sell
1,212,077
-25,510
-2% -$8.42M 0.07% 234
2025
Q3 		$433M Sell
1,237,587
-218,415
-15% -$73.7M 0.08% 228
2025
Q2 		$495M Sell
1,456,002
-104,752
-7% -$36.1M 0.09% 198
2025
Q1 		$567M Sell
1,560,754
-73,655
-5% -$26M 0.11% 174
2024
Q4 		$592M Sell
1,634,409
-571,324
-26% -$214M 0.11% 167
2024
Q3 		$864M Sell
2,205,733
-1,683,264
-43% -$641M 0.15% 142
2024
Q2 		$1.48B Sell
3,888,997
-100,898
-3% -$38.1M 0.26% 94
2024
Q1 		$1.59B Buy
3,989,895
+1,864,613
+88% +$699M 0.28% 84
2023
Q4 		$751M Buy
2,125,282
+309,908
+17% +$120M 0.14% 163
2023
Q3 		$675M Sell
1,815,374
-58,388
-3% -$21.2M 0.14% 162
2023
Q2 		$641M Buy
1,873,762
+1,609,137
+608% +$581M 0.12% 168
2023
Q1 		$94.7M Buy
264,625
+106,430
+67% +$38.2M 0.02% 552
2022
Q4 		$52.4M Buy
158,195
+44,779
+39% +$14M 0.01% 672
2022
Q3 		$29.8M Sell
113,416
-10,534
-8% -$2.85M 0.01% 796
2022
Q2 		$34.7M Buy
123,950
+117,786
+1,911% +$33.3M 0.01% 786
2022
Q1 		$1.86M Sell
6,164
-1,130
-15% -$325K ﹤0.01% 1622
2021
Q4 		$2M Buy
7,294
+2,237
+44% +$605K ﹤0.01% 1673
2021
Q3 		$1.27M Buy
+5,057
New +$1.3M ﹤0.01% 1762
2021
Q2 		– Sell
-2,612
Closed -$647K – 2163
2021
Q1 		$647K Buy
+2,612
New +$622K ﹤0.01% 1801
2020
Q4 		– Sell
-1,364
Closed -$270K – 1945
2020
Q3 		$270K Hold
1,364
– – ﹤0.01% 1818
2020
Q2 		$281K Buy
+1,364
New +$266K ﹤0.01% 1758
2020
Q1 		– Sell
-5,020
Closed -$1.39M – 1948
2019
Q4 		$1.39M Sell
5,020
-1,876
-27% -$495K ﹤0.01% 1631
2019
Q3 		$1.84M Sell
6,896
-540
-7% -$136K ﹤0.01% 1608
2019
Q2 		$1.84M Buy
7,436
+4,130
+125% +$991K ﹤0.01% 1645
2019
Q1 		$714K Buy
3,306
+563
+21% +$123K ﹤0.01% 1833
2018
Q4 		$597K Buy
2,743
+283
+12% +$61.6K ﹤0.01% 1884
2018
Q3 		$562K Buy
2,460
+939
+62% +$210K ﹤0.01% 2009
2018
Q2 		$351K Sell
1,521
-32,382
-96% -$7.6M ﹤0.01% 2120
2018
Q1 		$8.71M Sell
33,903
-44,049
-57% -$10.6M ﹤0.01% 1320
2017
Q4 		$17.2M Sell
77,952
-15,357
-16% -$3.46M ﹤0.01% 1105
2017
Q3 		$21.3M Buy
93,309
+69,444
+291% +$17.5M ﹤0.01% 1026
2017
Q2 		$6.08M Sell
23,865
-62,728
-72% -$15.5M ﹤0.01% 1371
2017
Q1 		$20.2M Buy
86,593
+15,328
+22% +$3.5M ﹤0.01% 1027
2016
Q4 		$15.4M Buy
71,265
+56,271
+375% +$11.6M ﹤0.01% 1079
2016
Q3 		$2.85M Sell
14,994
-878
-6% -$165K ﹤0.01% 1576
2016
Q2 		$2.9M Buy
15,872
+5
+0% +$919 ﹤0.01% 1513
2016
Q1 		$3.13M Sell
15,867
-8,990
-36% -$1.66M ﹤0.01% 1479
2015
Q4 		$4.55M Buy
24,857
+6,771
+37% +$1.23M ﹤0.01% 1390
2015
Q3 		$3.13M Buy
18,086
+2,425
+15% +$439K ﹤0.01% 1486
2015
Q2 		$2.85M Buy
15,661
+2,739
+21% +$498K ﹤0.01% 1570
2015
Q1 		$2.25M Sell
12,922
-1,833
-12% -$322K ﹤0.01% 1660
2014
Q4 		$2.51M Buy
14,755
+365
+3% +$61.6K ﹤0.01% 1631
2014
Q3 		$2.33M Buy
14,390
+1,867
+15% +$302K ﹤0.01% 1642
2014
Q2 		$2.01M Sell
12,523
-18,428
-60% -$2.92M ﹤0.01% 1682
2014
Q1 		$4.74M Buy
30,951
+5,870
+23% +$867K ﹤0.01% 1482
2013
Q4 		$3.91M Sell
25,081
-2,372
-9% -$362K ﹤0.01% 1537
2013
Q3 		$3.99M Buy
27,453
+960
+4% +$130K ﹤0.01% 1491
2013
Q2 		$3.4M Buy
+26,493
New +$3.43M ﹤0.01% 1526

Other funds holding EG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.79B AUM 7.25% 1-Year Est. Return

Wellington Management Group's EG Position: Q1 2026 in Review

Wellington Management Group reduced its Everest Group (EG) stake by 20% in Q1 2026, selling an estimated $79.1M and leaving 971,869 shares worth $318M. The position accounts for 0.06% of the portfolio, ranked #279.

Wellington Management Group first reported a position in EG in Q2 2013 and has held it in 49 quarters since. The position peaked at $1.59B in Q1 2024. 663 funds tracked by Wall St. Rank hold EG as of Q1 2026.

  • Wellington Management Group held 971,869 shares of Everest Group worth $318M as of Q1 2026.
  • Wellington Management Group sold 240,208 Everest Group shares in Q1 2026, an estimated $79.1M.
  • Everest Group made up 0.06% of Wellington Management Group's portfolio in Q1 2026, its #279 holding.
  • Wellington Management Group first reported a position in Everest Group in Q2 2013 and has held it in 49 quarters since.
  • Wellington Management Group's Everest Group position peaked at $1.59B in Q1 2024.
  • 663 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.