CX Institutional
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
Q3 		$218K Buy
596
+32
+6% +$12K 0.01% 725
2026
Q2 		$201K Buy
564
+5
+0.9% +$1.71K 0.01% 739
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

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Equitable Trust
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $610M AUM 24.71% 1-Year Est. Return
Adams Diversified Equity Fund
Adams Diversified Equity Fund Baltimore, Maryland $3.3B AUM 38.12% 1-Year Est. Return

CX Institutional's EG Position: Q3 2026 in Review

CX Institutional increased its Everest Group (EG) stake by 5.7% in Q3 2026, buying an estimated $12K and bringing the position to 596 shares worth $218K. The position accounts for 0.01% of the portfolio, ranked #725.

CX Institutional first reported a position in EG in Q1 2019 and has held it in 19 quarters since. The position peaked at $221K in Q4 2025. 136 funds tracked by Wall St. Rank hold EG as of Q3 2026.

  • CX Institutional held 596 shares of Everest Group worth $218K as of Q3 2026.
  • CX Institutional bought 32 Everest Group shares in Q3 2026, an estimated $12K.
  • Everest Group made up 0.01% of CX Institutional's portfolio in Q3 2026, its #725 holding.
  • CX Institutional first reported a position in Everest Group in Q1 2019 and has held it in 19 quarters since.
  • CX Institutional's Everest Group position peaked at $221K in Q4 2025.
  • 136 funds tracked by Wall St. Rank held Everest Group as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.