William Blair & Company’s Everest Group EG Stock Holding History

William Blair & Company’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	$200K	Sell	612 -161	-21%	-$53K	﹤0.01%	1488
2025 Q4	$262K	Sell	773 -221	-22%	-$73K	﹤0.01%	1355
2025 Q3	$348K	Buy	+994	New	+$336K	﹤0.01%	1257
2025 Q2	–	Sell	-1,041	Closed	-$378K	–	1845
2025 Q1	$378K	Sell	1,041 -258	-20%	-$91.2K	﹤0.01%	1174
2024 Q4	$471K	Sell	1,299 -3,325	-72%	-$1.25M	﹤0.01%	1115
2024 Q3	$1.81M	Buy	4,624 +73	+2%	+$27.8K	0.01%	739
2024 Q2	$1.73M	Buy	4,551 +789	+21%	+$298K	0.01%	722
2024 Q1	$1.5M	Buy	3,762 +203	+6%	+$76.1K	﹤0.01%	757
2023 Q4	$1.26M	Buy	3,559 +2,384	+203%	+$923K	﹤0.01%	792
2023 Q3	$448K	Buy	+1,175	New	+$426K	﹤0.01%	1093

Other funds holding EG

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

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

William Blair & Company's EG Position: Q1 2026 in Review

William Blair & Company reduced its Everest Group (EG) stake by 21% in Q1 2026, selling an estimated $53K and leaving 612 shares worth $200K. The position accounts for ﹤0.01% of the portfolio, ranked #1488.

William Blair & Company first reported a position in EG in Q3 2023 and has held it in 10 quarters since. The position peaked at $1.81M in Q3 2024. 664 funds tracked by Wall St. Rank hold EG as of Q1 2026.

William Blair & Company held 612 shares of Everest Group worth $200K as of Q1 2026.
William Blair & Company sold 161 Everest Group shares in Q1 2026, an estimated $53K.
Everest Group made up ﹤0.01% of William Blair & Company's portfolio in Q1 2026, its #1488 holding.
William Blair & Company first reported a position in Everest Group in Q3 2023 and has held it in 10 quarters since.
William Blair & Company's Everest Group position peaked at $1.81M in Q3 2024.
664 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on William Blair & Company's 13F filing for Q1 2026, filed 8 May 2026.