Cromwell Holdings’s Everest Group EG Stock Holding History

Cromwell Holdings’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	$33.6K	Buy	94 +5	+6%	+$1.71K	0.02%	537
2026 Q1	$29.1K	Buy	89 +1	+1%	+$329	0.02%	530
2025 Q4	$29.9K	Hold	88	–	–	0.02%	534
2025 Q3	$30.8K	Hold	88	–	–	0.02%	547
2025 Q2	$29.9K	Buy	88 +5	+6%	+$1.73K	0.02%	532
2025 Q1	$30.2K	Buy	83 +1	+1%	+$353	0.02%	535
2024 Q4	$29.7K	Hold	82	–	–	0.02%	540
2024 Q3	$32.1K	Hold	82	–	–	0.02%	529
2024 Q2	$31.2K	Buy	+82	New	+$31K	0.02%	526

Other funds holding EG

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

GHAM

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Cromwell Holdings's EG Position: Q2 2026 in Review

Cromwell Holdings increased its Everest Group (EG) stake by 5.6% in Q2 2026, buying an estimated $1.71K and bringing the position to 94 shares worth $33.6K. The position accounts for 0.02% of the portfolio, ranked #537.

Cromwell Holdings first reported a position in EG in Q2 2024 and has held it in 9 quarters since. 85 funds tracked by Wall St. Rank hold EG as of Q2 2026.

Cromwell Holdings held 94 shares of Everest Group worth $33.6K as of Q2 2026.
Cromwell Holdings bought 5 Everest Group shares in Q2 2026, an estimated $1.71K.
Everest Group made up 0.02% of Cromwell Holdings's portfolio in Q2 2026, its #537 holding.
Cromwell Holdings first reported a position in Everest Group in Q2 2024 and has held it in 9 quarters since.
85 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.