EI
EG icon

Ethic Inc’s Everest Group EG Stock Holding History

Ethic Inc’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 		$1.36M Sell
3,817
-1,961
-34% -$671K 0.02% 634
2026
Q1 		$1.89M Sell
5,778
-670
-10% -$221K 0.03% 474
2025
Q4 		$2.19M Buy
6,448
+308
+5% +$102K 0.03% 443
2025
Q3 		$2.15M Buy
6,140
+1,179
+24% +$398K 0.04% 428
2025
Q2 		$1.67M Buy
4,961
+125
+3% +$43.1K 0.03% 481
2025
Q1 		$1.77M Sell
4,836
-286
-6% -$101K 0.04% 446
2024
Q4 		$1.86M Buy
5,122
+1,334
+35% +$500K 0.04% 434
2024
Q3 		$1.51M Sell
3,788
-583
-13% -$222K 0.04% 462
2024
Q2 		$1.67M Buy
4,371
+583
+15% +$220K 0.04% 436
2024
Q1 		$1.51M Sell
3,788
-565
-13% -$212K 0.04% 463
2023
Q4 		$1.54M Buy
4,353
+178
+4% +$68.9K 0.05% 423
2023
Q3 		$1.55M Buy
4,175
+1,071
+35% +$389K 0.05% 363
2023
Q2 		$1.06M Sell
3,104
-306
-9% -$111K 0.04% 437
2023
Q1 		$1.22M Buy
3,410
+1,370
+67% +$492K 0.05% 391
2022
Q4 		$676K Buy
2,040
+736
+56% +$229K 0.04% 482
2022
Q3 		$342K Buy
1,304
+103
+9% +$27.9K 0.02% 603
2022
Q2 		$337K Buy
1,201
+469
+64% +$133K 0.02% 595
2022
Q1 		$221K Buy
+732
New +$210K 0.02% 683

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

Ethic Inc's EG Position: Q2 2026 in Review

Ethic Inc reduced its Everest Group (EG) stake by 34% in Q2 2026, selling an estimated $671K and leaving 3,817 shares worth $1.36M. The position accounts for 0.02% of the portfolio, ranked #634.

Ethic Inc first reported a position in EG in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.19M in Q4 2025. 202 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Ethic Inc held 3,817 shares of Everest Group worth $1.36M as of Q2 2026.
  • Ethic Inc sold 1,961 Everest Group shares in Q2 2026, an estimated $671K.
  • Everest Group made up 0.02% of Ethic Inc's portfolio in Q2 2026, its #634 holding.
  • Ethic Inc first reported a position in Everest Group in Q1 2022 and has held it in 18 quarters since.
  • Ethic Inc's Everest Group position peaked at $2.19M in Q4 2025.
  • 202 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.