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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Asahi Life Asset Management's EG Position: Q1 2026 in Review

Asahi Life Asset Management sold out of Everest Group (EG) in Q1 2026, closing a stake of 1,020 shares — an estimated $346K sold.

Asahi Life Asset Management first reported a position in EG in Q2 2020 and held it in 9 quarters. The position peaked at $361K in Q3 2025. 663 funds tracked by Wall St. Rank hold EG as of Q1 2026.

Asahi Life Asset Management reported no remaining Everest Group position as of Q1 2026 after selling out during the quarter.
Asahi Life Asset Management sold 1,020 Everest Group shares in Q1 2026, an estimated $346K.
Asahi Life Asset Management first reported a position in Everest Group in Q2 2020 and held it in 9 quarters.
Asahi Life Asset Management's Everest Group position peaked at $361K in Q3 2025.
663 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on Asahi Life Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.