Asahi Life Asset Management’s Everest Group EG Stock Holding History

Asahi Life Asset 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	$346K	Buy	+968	New	+$331K	0.2%	138
2026 Q1	–	Sell	-1,020	Closed	-$346K	–	170
2025 Q4	$346K	Sell	1,020 -10	-1%	-$3.3K	0.19%	137
2025 Q3	$361K	Buy	+1,030	New	+$348K	0.2%	131
2024 Q3	–	Sell	-870	Closed	-$331K	–	179
2024 Q2	$331K	Buy	+870	New	+$329K	0.23%	109
2024 Q1	–	Sell	-895	Closed	-$316K	–	180
2023 Q4	$316K	Buy	895 +130	+17%	+$50.3K	0.17%	135
2023 Q3	$284K	Buy	+765	New	+$278K	0.1%	140
2021 Q4	–	Sell	-700	Closed	-$176K	–	211
2021 Q3	$176K	Buy	+700	New	+$180K	0.02%	207
2021 Q1	–	Sell	-1,530	Closed	-$358K	–	214
2020 Q4	$358K	Buy	1,530 +530	+53%	+$117K	0.05%	173
2020 Q3	$198K	Sell	1,000 -670	-40%	-$143K	0.03%	189
2020 Q2	$344K	Buy	+1,670	New	+$325K	0.06%	114

Other funds holding EG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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 Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Asahi Life Asset Management's EG Position: Q2 2026 in Review

Asahi Life Asset Management opened a new position in Everest Group (EG) in Q2 2026: 968 shares worth $346K. The stake represents 0.2% of the portfolio and ranks #138 among its holdings. This is a return to the name: Asahi Life Asset Management previously reported a position in EG as recently as Q4 2025.

Asahi Life Asset Management first reported a position in EG in Q2 2020 and has held it in 10 quarters since. The position peaked at $361K in Q3 2025. 689 funds tracked by Wall St. Rank hold EG as of Q2 2026.

Asahi Life Asset Management held 968 shares of Everest Group worth $346K as of Q2 2026.
Everest Group was a new Asahi Life Asset Management position in Q2 2026.
Everest Group made up 0.2% of Asahi Life Asset Management's portfolio in Q2 2026, its #138 holding.
Asahi Life Asset Management first reported a position in Everest Group in Q2 2020 and has held it in 10 quarters since.
Asahi Life Asset Management's Everest Group position peaked at $361K in Q3 2025.
689 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Asahi Life Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.