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Chesley Taft & Associates’s Everest Group EG Stock Holding History

Chesley Taft & Associates’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 		$652K Sell
1,824
-100
-5% -$34.2K 0.03% 262
2026
Q1 		$629K Hold
1,924
– – 0.03% 262
2025
Q4 		$653K Buy
1,924
+152
+9% +$50.2K 0.03% 261
2025
Q3 		$621K Hold
1,772
– – 0.03% 250
2025
Q2 		$602K Hold
1,772
– – 0.03% 248
2025
Q1 		$644K Sell
1,772
-255
-13% -$90.1K 0.03% 237
2024
Q4 		$735K Sell
2,027
-560
-22% -$210K 0.03% 228
2024
Q3 		$1.01M Sell
2,587
-5
-0.2% -$1.91K 0.05% 193
2024
Q2 		$988K Sell
2,592
-45
-2% -$17K 0.05% 189
2024
Q1 		$1.05M Buy
2,637
+125
+5% +$46.9K 0.05% 182
2023
Q4 		$888K Buy
2,512
+1,140
+83% +$441K 0.05% 195
2023
Q3 		$510K Buy
1,372
+317
+30% +$115K 0.03% 218
2023
Q2 		$361K Buy
1,055
+45
+4% +$16.3K 0.02% 252
2023
Q1 		$362K Sell
1,010
-15
-1% -$5.39K 0.02% 249
2022
Q4 		$340K Hold
1,025
– – 0.02% 249
2022
Q3 		$269K Hold
1,025
– – 0.02% 258
2022
Q2 		$287K Sell
1,025
-65
-6% -$18.4K 0.02% 259
2022
Q1 		$316K Hold
1,090
– – 0.02% 261
2021
Q4 		$299K Hold
1,090
– – 0.02% 266
2021
Q3 		$273K Buy
+1,090
New +$280K 0.02% 278

Other funds holding EG

PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
ADEF
Adams Diversified Equity Fund Baltimore, Maryland $3.27B AUM 45.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Chesley Taft & Associates's EG Position: Q2 2026 in Review

Chesley Taft & Associates reduced its Everest Group (EG) stake by 5.2% in Q2 2026, selling an estimated $34.2K and leaving 1,824 shares worth $652K. The position accounts for 0.03% of the portfolio, ranked #262.

Chesley Taft & Associates first reported a position in EG in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.05M in Q1 2024. 200 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Chesley Taft & Associates held 1,824 shares of Everest Group worth $652K as of Q2 2026.
  • Chesley Taft & Associates sold 100 Everest Group shares in Q2 2026, an estimated $34.2K.
  • Everest Group made up 0.03% of Chesley Taft & Associates's portfolio in Q2 2026, its #262 holding.
  • Chesley Taft & Associates first reported a position in Everest Group in Q3 2021 and has held it in 20 quarters since.
  • Chesley Taft & Associates's Everest Group position peaked at $1.05M in Q1 2024.
  • 200 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Chesley Taft & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.