William Blair & Company
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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
Q2 		– Sell
-612
Closed -$200K – 2019
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
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Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

William Blair & Company's EG Position: Q2 2026 in Review

William Blair & Company sold out of Everest Group (EG) in Q2 2026, closing a stake of 612 shares — an estimated $200K sold.

William Blair & Company first reported a position in EG in Q3 2023 and held it in 10 quarters. The position peaked at $1.81M in Q3 2024. 689 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • William Blair & Company reported no remaining Everest Group position as of Q2 2026 after selling out during the quarter.
  • William Blair & Company sold 612 Everest Group shares in Q2 2026, an estimated $200K.
  • William Blair & Company first reported a position in Everest Group in Q3 2023 and held it in 10 quarters.
  • William Blair & Company's Everest Group position peaked at $1.81M in Q3 2024.
  • 689 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on William Blair & Company's 13F filing for Q2 2026, filed 11 Aug 2026.