Chesapeake Asset Management’s Everest Group EG Stock Holding History

Chesapeake 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	$27.1K	Hold	76	–	–	0.02%	181
2026 Q1	$24.8K	Hold	76	–	–	0.02%	184
2025 Q4	$25.8K	Hold	76	–	–	0.02%	193
2025 Q3	$26.6K	Hold	76	–	–	0.02%	174
2025 Q2	$25.8K	Hold	76	–	–	0.02%	165
2025 Q1	$27.6K	Sell	76 -427	-85%	-$151K	0.03%	148
2024 Q4	$182K	Buy	503 +1	+0.2%	+$375	0.17%	83
2024 Q3	$197K	Sell	502 -502	-50%	-$191K	0.17%	84
2024 Q2	$383K	Hold	1,004	–	–	0.37%	54
2024 Q1	$399K	Buy	1,004 +365	+57%	+$137K	0.39%	56
2023 Q4	$226K	Hold	639	–	–	0.2%	81
2023 Q3	$237K	Buy	639 +181	+40%	+$65.7K	0.23%	82
2023 Q2	$157K	Hold	458	–	–	0.14%	96
2023 Q1	$164K	Buy	+458	New	+$165K	0.15%	94

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

Chesapeake Asset Management's EG Position: Q2 2026 in Review

Chesapeake Asset Management held its Everest Group (EG) position steady in Q2 2026 at 76 shares worth $27.1K. The position accounts for 0.02% of the portfolio, ranked #181.

Chesapeake Asset Management first reported a position in EG in Q1 2023 and has held it in 14 quarters since. The position peaked at $399K in Q1 2024. 686 funds tracked by Wall St. Rank hold EG as of Q2 2026.

Chesapeake Asset Management held 76 shares of Everest Group worth $27.1K as of Q2 2026.
Chesapeake Asset Management left its Everest Group share count unchanged in Q2 2026.
Everest Group made up 0.02% of Chesapeake Asset Management's portfolio in Q2 2026, its #181 holding.
Chesapeake Asset Management first reported a position in Everest Group in Q1 2023 and has held it in 14 quarters since.
Chesapeake Asset Management's Everest Group position peaked at $399K in Q1 2024.
686 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Chesapeake Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.