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
Q2 		$171M Sell
479,877
-26,289
-5% -$9M 0.52% 55
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

Other funds holding EG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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 Investment Management's EG Position: Q2 2026 in Review

William Blair Investment Management reduced its Everest Group (EG) stake by 5.2% in Q2 2026, selling an estimated $9M and leaving 479,877 shares worth $171M. The position accounts for 0.52% of the portfolio, ranked #55.

William Blair Investment Management first reported a position in EG in Q3 2023 and has held it in 12 quarters since. The position peaked at $255M in Q1 2025. 688 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • William Blair Investment Management held 479,877 shares of Everest Group worth $171M as of Q2 2026.
  • William Blair Investment Management sold 26,289 Everest Group shares in Q2 2026, an estimated $9M.
  • Everest Group made up 0.52% of William Blair Investment Management's portfolio in Q2 2026, its #55 holding.
  • William Blair Investment Management first reported a position in Everest Group in Q3 2023 and has held it in 12 quarters since.
  • William Blair Investment Management's Everest Group position peaked at $255M in Q1 2025.
  • 688 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on William Blair Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.