CI
EG icon

CX Institutional’s Everest Group EG Stock Holding History

CX Institutional’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 		$201K Buy
564
+5
+0.9% +$1.71K 0.01% 738
2026
Q1 		$183K Sell
559
-93
-14% -$30.6K 0.01% 741
2025
Q4 		$221K Buy
652
+140
+27% +$46.2K 0.01% 683
2025
Q3 		$179K Buy
512
+335
+189% +$113K 0.01% 723
2025
Q2 		$60K Sell
177
-305
-63% -$105K ﹤0.01% 830
2025
Q1 		$175K Buy
+482
New +$170K 0.01% 633
2022
Q3 		– Sell
-114
Closed -$32K – 651
2022
Q2 		$32K Buy
+114
New +$32.2K ﹤0.01% 757
2021
Q4 		– Sell
-93
Closed -$23K – 495
2021
Q3 		$23K Buy
93
+15
+19% +$3.85K ﹤0.01% 715
2021
Q2 		$20K Buy
78
+8
+11% +$2.08K ﹤0.01% 739
2021
Q1 		$17K Buy
70
+21
+43% +$5K ﹤0.01% 696
2020
Q4 		$11K Buy
49
+25
+104% +$5.52K ﹤0.01% 712
2020
Q3 		$5K Hold
24
– – ﹤0.01% 740
2020
Q2 		$5K Buy
24
+18
+300% +$3.5K ﹤0.01% 663
2020
Q1 		$1K Sell
6
-4
-40% -$1.02K ﹤0.01% 714
2019
Q4 		$3K Hold
10
– – ﹤0.01% 624
2019
Q3 		$3K Sell
10
-8
-44% -$2.02K ﹤0.01% 661
2019
Q2 		$4K Buy
18
+10
+125% +$2.4K ﹤0.01% 642
2019
Q1 		$2K Buy
+8
New +$1.74K ﹤0.01% 682

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
AV
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
LI
LMCG Investments Boston, Massachusetts $1.87B AUM 50.61% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
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

CX Institutional's EG Position: Q2 2026 in Review

CX Institutional increased its Everest Group (EG) stake by 0.89% in Q2 2026, buying an estimated $1.71K and bringing the position to 564 shares worth $201K. The position accounts for 0.01% of the portfolio, ranked #738.

CX Institutional first reported a position in EG in Q1 2019 and has held it in 18 quarters since. The position peaked at $221K in Q4 2025. 113 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • CX Institutional held 564 shares of Everest Group worth $201K as of Q2 2026.
  • CX Institutional bought 5 Everest Group shares in Q2 2026, an estimated $1.71K.
  • Everest Group made up 0.01% of CX Institutional's portfolio in Q2 2026, its #738 holding.
  • CX Institutional first reported a position in Everest Group in Q1 2019 and has held it in 18 quarters since.
  • CX Institutional's Everest Group position peaked at $221K in Q4 2025.
  • 113 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.