Fuller & Thaler Asset Management
EG icon

Fuller & Thaler Asset Management’s Everest Group EG Stock Holding History

Fuller & Thaler Asset Management’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 		$122M Sell
342,042
-10,068
-3% -$3.45M 0.33% 102
2026
Q1 		$115M Buy
352,110
+5,805
+2% +$1.91M 0.39% 92
2025
Q4 		$118M Buy
346,305
+298,391
+623% +$98.5M 0.4% 91
2025
Q3 		$16.8M Sell
47,914
-240
-0.5% -$81K 0.06% 275
2025
Q2 		$16.4M Buy
48,154
+701
+1% +$242K 0.06% 273
2025
Q1 		$17.2M Buy
47,453
+6,293
+15% +$2.22M 0.07% 264
2024
Q4 		$14.9M Buy
41,160
+5,404
+15% +$2.02M 0.06% 284
2024
Q3 		$14M Sell
35,756
-2,863
-7% -$1.09M 0.06% 280
2024
Q2 		$14.7M Buy
38,619
+5,294
+16% +$2M 0.06% 270
2024
Q1 		$13.2M Buy
33,325
+6,667
+25% +$2.5M 0.06% 263
2023
Q4 		$9.43M Buy
26,658
+8,286
+45% +$3.21M 0.05% 265
2023
Q3 		$6.83M Buy
18,372
+1,319
+8% +$479K 0.04% 277
2023
Q2 		$5.83M Buy
17,053
+133
+0.8% +$48K 0.03% 282
2023
Q1 		$6.06M Buy
16,920
+1,873
+12% +$673K 0.03% 277
2022
Q4 		$4.99M Buy
15,047
+1,656
+12% +$516K 0.03% 272
2022
Q3 		$3.51M Buy
13,391
+1,881
+16% +$509K 0.03% 286
2022
Q2 		$3.23M Buy
11,510
+900
+8% +$254K 0.02% 301
2022
Q1 		$3.2M Buy
10,610
+1,200
+13% +$345K 0.02% 315
2021
Q4 		$2.58M Buy
9,410
+600
+7% +$162K 0.02% 342
2021
Q3 		$2.21M Buy
8,810
+2,100
+31% +$539K 0.01% 344
2021
Q2 		$1.69M Buy
6,710
+2,815
+72% +$733K 0.01% 364
2021
Q1 		$965K Buy
3,895
+1,300
+50% +$310K 0.01% 375
2020
Q4 		$607K Sell
2,595
-50
-2% -$11K 0.01% 381
2020
Q3 		$522K Buy
2,645
+1,480
+127% +$317K 0.01% 379
2020
Q2 		$240K Sell
1,165
-150
-11% -$29.2K ﹤0.01% 381
2020
Q1 		$253K Hold
1,315
– – ﹤0.01% 370
2019
Q4 		$364K Buy
1,315
+130
+11% +$34.3K ﹤0.01% 355
2019
Q3 		$315K Hold
1,185
– – ﹤0.01% 359
2019
Q2 		$293K Hold
1,185
– – ﹤0.01% 356
2019
Q1 		$256K Hold
1,185
– – ﹤0.01% 343
2018
Q4 		$258K Hold
1,185
– – ﹤0.01% 344
2018
Q3 		$271K Buy
1,185
+235
+25% +$52.6K ﹤0.01% 340
2018
Q2 		$219K Buy
950
+200
+27% +$47K ﹤0.01% 402
2018
Q1 		$193K Hold
750
– – ﹤0.01% 406
2017
Q4 		$166K Buy
750
+350
+88% +$78.9K ﹤0.01% 451
2017
Q3 		$91K Sell
400
-200
-33% -$50.4K ﹤0.01% 491
2017
Q2 		$153K Hold
600
– – ﹤0.01% 438
2017
Q1 		$140K Hold
600
– – ﹤0.01% 461
2016
Q4 		$130K Buy
+600
New +$124K ﹤0.01% 461
2016
Q2 		– Sell
-600
Closed -$118K – 801
2016
Q1 		$118K Buy
600
+100
+20% +$18.5K ﹤0.01% 400
2015
Q4 		$92K Hold
500
– – ﹤0.01% 513
2015
Q3 		$87K Hold
500
– – ﹤0.01% 507
2015
Q2 		$91K Sell
500
-300
-38% -$54.6K ﹤0.01% 509
2015
Q1 		$139K Buy
800
+500
+167% +$87.8K ﹤0.01% 459
2014
Q4 		$51K Sell
300
-300
-50% -$50.6K ﹤0.01% 569
2014
Q3 		$97K Sell
600
-400
-40% -$64.8K ﹤0.01% 546
2014
Q2 		$160K Hold
1,000
– – 0.01% 482
2014
Q1 		$153K Sell
1,000
-500
-33% -$73.9K 0.01% 503
2013
Q4 		$234K Buy
1,500
+600
+67% +$91.6K 0.01% 382
2013
Q3 		$131K Buy
900
+300
+50% +$40.7K 0.01% 456
2013
Q2 		$77K Buy
+600
New +$77.6K 0.01% 520

Other funds holding EG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Fuller & Thaler Asset Management's EG Position: Q2 2026 in Review

Fuller & Thaler Asset Management reduced its Everest Group (EG) stake by 2.9% in Q2 2026, selling an estimated $3.45M and leaving 342,042 shares worth $122M. The position accounts for 0.33% of the portfolio, ranked #102.

Fuller & Thaler Asset Management first reported a position in EG in Q2 2013 and has held it in 51 quarters since. 537 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Fuller & Thaler Asset Management held 342,042 shares of Everest Group worth $122M as of Q2 2026.
  • Fuller & Thaler Asset Management sold 10,068 Everest Group shares in Q2 2026, an estimated $3.45M.
  • Everest Group made up 0.33% of Fuller & Thaler Asset Management's portfolio in Q2 2026, its #102 holding.
  • Fuller & Thaler Asset Management first reported a position in Everest Group in Q2 2013 and has held it in 51 quarters since.
  • 537 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Fuller & Thaler Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.