GI
EG icon

GAMMA Investing’s Everest Group EG Stock Holding History

GAMMA Investing’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 		$618K Buy
1,730
+545
+46% +$187K 0.02% 562
2026
Q1 		$387K Buy
1,185
+602
+103% +$198K 0.02% 698
2025
Q4 		$198K Buy
583
+25
+4% +$8.26K 0.01% 1054
2025
Q3 		$195K Buy
558
+150
+37% +$50.6K 0.01% 995
2025
Q2 		$139K Sell
408
-72
-15% -$24.8K 0.01% 1181
2025
Q1 		$174K Sell
480
-65
-12% -$23K 0.01% 846
2024
Q4 		$198K Sell
545
-308
-36% -$115K 0.02% 698
2024
Q3 		$334K Buy
853
+164
+24% +$62.5K 0.03% 428
2024
Q2 		$263K Buy
689
+251
+57% +$94.9K 0.04% 426
2024
Q1 		$174K Buy
438
+112
+34% +$42K 0.04% 436
2023
Q4 		$126K Buy
+326
New +$126K 0.03% 449

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

GAMMA Investing's EG Position: Q2 2026 in Review

GAMMA Investing increased its Everest Group (EG) stake by 46% in Q2 2026, buying an estimated $187K and bringing the position to 1,730 shares worth $618K. The position accounts for 0.02% of the portfolio, ranked #562.

GAMMA Investing first reported a position in EG in Q4 2023 and has held it in 11 quarters since. 119 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • GAMMA Investing held 1,730 shares of Everest Group worth $618K as of Q2 2026.
  • GAMMA Investing bought 545 Everest Group shares in Q2 2026, an estimated $187K.
  • Everest Group made up 0.02% of GAMMA Investing's portfolio in Q2 2026, its #562 holding.
  • GAMMA Investing first reported a position in Everest Group in Q4 2023 and has held it in 11 quarters since.
  • 119 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.