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Gateway Investment Advisers’s Everest Group EG Stock Holding History

Gateway Investment Advisers’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 		$5.46M Buy
15,282
+10,451
+216% +$3.58M 0.05% 166
2026
Q1 		$1.58M Buy
4,831
+1,306
+37% +$430K 0.02% 278
2025
Q4 		$1.2M Buy
+3,525
New +$1.16M 0.01% 355
2019
Q3 		– Sell
-1,505
Closed -$372K – 595
2019
Q2 		$372K Sell
1,505
-91
-6% -$21.8K ﹤0.01% 604
2019
Q1 		$345K Sell
1,596
-42
-3% -$9.14K ﹤0.01% 617
2018
Q4 		$357K Hold
1,638
– – ﹤0.01% 612
2018
Q3 		$374K Sell
1,638
-167
-9% -$37.4K ﹤0.01% 615
2018
Q2 		$416K Sell
1,805
-187
-9% -$43.9K ﹤0.01% 608
2018
Q1 		$512K Sell
1,992
-124
-6% -$29.8K ﹤0.01% 594
2017
Q4 		$468K Sell
2,116
-271
-11% -$61.1K ﹤0.01% 611
2017
Q3 		$545K Sell
2,387
-63
-3% -$15.9K ﹤0.01% 603
2017
Q2 		$624K Buy
+2,450
New +$605K 0.01% 567

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
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
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
LI
LMCG Investments Boston, Massachusetts $1.87B AUM 50.61% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Gateway Investment Advisers's EG Position: Q2 2026 in Review

Gateway Investment Advisers increased its Everest Group (EG) stake by 216% in Q2 2026, buying an estimated $3.58M and bringing the position to 15,282 shares worth $5.46M. The position accounts for 0.05% of the portfolio, ranked #166.

Gateway Investment Advisers first reported a position in EG in Q2 2017 and has held it in 12 quarters since. 153 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Gateway Investment Advisers held 15,282 shares of Everest Group worth $5.46M as of Q2 2026.
  • Gateway Investment Advisers bought 10,451 Everest Group shares in Q2 2026, an estimated $3.58M.
  • Everest Group made up 0.05% of Gateway Investment Advisers's portfolio in Q2 2026, its #166 holding.
  • Gateway Investment Advisers first reported a position in Everest Group in Q2 2017 and has held it in 12 quarters since.
  • 153 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Gateway Investment Advisers's 13F filing for Q2 2026, filed 20 Jul 2026.