Cookson Peirce & Co’s Everest Group EG Stock Holding History

Cookson Peirce & Co’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	$1.06M	Buy	2,956 +146	+5%	+$50K	0.03%	207
2026 Q1	$918K	Buy	2,810 +295	+12%	+$97.1K	0.04%	194
2025 Q4	$853K	Sell	2,515 -280	-10%	-$92.5K	0.04%	202
2025 Q3	$979K	Buy	2,795 +282	+11%	+$95.2K	0.04%	180
2025 Q2	$854K	Buy	+2,513	New	+$867K	0.04%	180
2013 Q3	–	Sell	-43,600	Closed	-$5.59M	–	123
2013 Q2	$5.59M	Buy	+43,600	New	+$5.64M	1.63%	22

Other funds holding EG

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

LMCG Investments Boston, Massachusetts $1.87B AUM 50.61% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Cookson Peirce & Co's EG Position: Q2 2026 in Review

Cookson Peirce & Co increased its Everest Group (EG) stake by 5.2% in Q2 2026, buying an estimated $50K and bringing the position to 2,956 shares worth $1.06M. The position accounts for 0.03% of the portfolio, ranked #207.

Cookson Peirce & Co first reported a position in EG in Q2 2013 and has held it in 6 quarters since. The position peaked at $5.59M in Q2 2013. 153 funds tracked by Wall St. Rank hold EG as of Q2 2026.

Cookson Peirce & Co held 2,956 shares of Everest Group worth $1.06M as of Q2 2026.
Cookson Peirce & Co bought 146 Everest Group shares in Q2 2026, an estimated $50K.
Everest Group made up 0.03% of Cookson Peirce & Co's portfolio in Q2 2026, its #207 holding.
Cookson Peirce & Co first reported a position in Everest Group in Q2 2013 and has held it in 6 quarters since.
Cookson Peirce & Co's Everest Group position peaked at $5.59M in Q2 2013.
153 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Cookson Peirce & Co's 13F filing for Q2 2026, filed 23 Jul 2026.