William Blair Investment Management
EG icon

William Blair Investment Management’s Everest Group EG Stock Holding History

William Blair Investment Management’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 		$165M Sell
506,166
-78,135
-13% -$25.7M 0.55% 45
2025
Q4 		$198M Sell
584,301
-67,173
-10% -$22.2M 0.55% 40
2025
Q3 		$228M Sell
651,474
-34,295
-5% -$11.6M 0.59% 36
2025
Q2 		$233M Sell
685,769
-16,568
-2% -$5.72M 0.62% 32
2025
Q1 		$255M Buy
702,337
+59,524
+9% +$21M 0.72% 30
2024
Q4 		$233M Buy
642,813
+61,026
+10% +$22.9M 0.57% 42
2024
Q3 		$228M Buy
581,787
+1,616
+0.3% +$616K 0.56% 48
2024
Q2 		$221M Buy
580,171
+134,517
+30% +$50.9M 0.58% 45
2024
Q1 		$177M Buy
445,654
+26,408
+6% +$9.9M 0.46% 69
2023
Q4 		$148M Buy
419,246
+155,458
+59% +$60.2M 0.43% 80
2023
Q3 		$98M Buy
+263,788
New +$95.7M 0.33% 97

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VPM
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State Street
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VVP
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AQR Capital Management
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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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return