AIM
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Achmea Investment Management’s Everest Group EG Stock Holding History

Achmea 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
2025
Q2 		– Sell
-4,111
Closed -$1.49M – 342
2025
Q1 		$1.49M Hold
4,111
– – 0.02% 298
2024
Q4 		$1.49M Buy
4,111
+432
+12% +$162K 0.02% 315
2024
Q3 		$1.44M Buy
3,679
+475
+15% +$181K 0.02% 334
2024
Q2 		$1.22M Buy
3,204
+487
+18% +$184K 0.02% 339
2024
Q1 		$1.08M Buy
+2,717
New +$1.02M 0.02% 353
2023
Q3 		– Sell
-111
Closed -$38K – 539
2023
Q2 		$38K Hold
111
– – ﹤0.01% 587
2023
Q1 		$40K Sell
111
-1,796
-94% -$645K ﹤0.01% 549
2022
Q4 		$592K Hold
1,907
– – 0.02% 470
2022
Q3 		$501K Hold
1,907
– – 0.02% 483
2022
Q2 		$534K Hold
1,907
– – 0.02% 481
2022
Q1 		$575K Buy
1,907
+1,796
+1,618% +$516K 0.02% 518
2021
Q4 		$31K Hold
111
– – ﹤0.01% 323
2021
Q3 		$28K Buy
+111
New +$28.5K ﹤0.01% 563
2021
Q1 		– Sell
-2,590
Closed -$607K – 502
2020
Q4 		$607K Hold
2,590
– – 0.02% 452
2020
Q3 		$511K Sell
2,590
-20,448
-89% -$4.38M 0.02% 444
2020
Q2 		$4.75M Buy
23,038
+4,081
+22% +$795K 0.16% 124
2020
Q1 		$3.65M Buy
18,957
+18,268
+2,651% +$4.66M 0.17% 115
2019
Q4 		$191K Sell
689
-5,746
-89% -$1.52M 0.01% 516
2019
Q3 		$1.71M Buy
6,435
+689
+12% +$174K 0.07% 278
2019
Q2 		$1.42M Buy
+5,746
New +$1.38M 0.05% 329
2018
Q1 		– Sell
-3,580
Closed -$792K – 484
2017
Q4 		$792K Sell
3,580
-7,769
-68% -$1.75M 0.03% 406
2017
Q3 		$2.59M Hold
11,349
– – 0.15% 181
2017
Q2 		$2.89M Buy
11,349
+425
+4% +$105K 0.17% 157
2017
Q1 		$2.55M Buy
+10,924
New +$2.49M 0.12% 221

Other funds holding EG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.72B AUM 7.92% 1-Year Est. Return

Achmea Investment Management's EG Position: Q2 2025 in Review

Achmea Investment Management sold out of Everest Group (EG) in Q2 2025, closing a stake of 4,111 shares — an estimated $1.49M sold.

Achmea Investment Management first reported a position in EG in Q1 2017 and held it in 24 quarters. The position peaked at $4.75M in Q2 2020. 673 funds tracked by Wall St. Rank hold EG as of Q2 2025.

  • Achmea Investment Management reported no remaining Everest Group position as of Q2 2025 after selling out during the quarter.
  • Achmea Investment Management sold 4,111 Everest Group shares in Q2 2025, an estimated $1.49M.
  • Achmea Investment Management first reported a position in Everest Group in Q1 2017 and held it in 24 quarters.
  • Achmea Investment Management's Everest Group position peaked at $4.75M in Q2 2020.
  • 673 funds tracked by Wall St. Rank held Everest Group as of Q2 2025.

Based on Achmea Investment Management's 13F filing for Q2 2025, filed 6 Aug 2025.