General American Investors’s Everest Group EG Stock Holding History

General American Investors’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	$43.9M	Sell	122,909 -6,287	-5%	-$2.15M	2.6%	12
2026 Q1	$42.2M	Hold	129,196	–	–	2.78%	12
2025 Q4	$43.8M	Sell	129,196 -15,090	-10%	-$4.98M	2.47%	13
2025 Q3	$50.5M	Hold	144,286	–	–	2.93%	12
2025 Q2	$49M	Hold	144,286	–	–	3.14%	12
2025 Q1	$52.4M	Hold	144,286	–	–	3.82%	9
2024 Q4	$52.3M	Buy	144,286 +9,600	+7%	+$3.6M	3.63%	9
2024 Q3	$52.8M	Hold	134,686	–	–	3.64%	9
2024 Q2	$51.3M	Buy	134,686 +5,490	+4%	+$2.08M	3.57%	10
2024 Q1	$51.4M	Hold	129,196	–	–	3.67%	10
2023 Q4	$45.7M	Hold	129,196	–	–	3.62%	9
2023 Q3	$48M	Hold	129,196	–	–	4.3%	7
2023 Q2	$44.2M	Hold	129,196	–	–	3.84%	9
2023 Q1	$46.3M	Hold	129,196	–	–	4.38%	7
2022 Q4	$42.8M	Hold	129,196	–	–	4.19%	8
2022 Q3	$33.9M	Buy	129,196 +7,696	+6%	+$2.08M	3.53%	9
2022 Q2	$34.1M	Hold	121,500	–	–	3.42%	9
2022 Q1	$36.6M	Hold	121,500	–	–	2.99%	9
2021 Q4	$33.3M	Hold	121,500	–	–	2.61%	11
2021 Q3	$30.5M	Hold	121,500	–	–	2.58%	10
2021 Q2	$30.6M	Hold	121,500	–	–	2.56%	11
2021 Q1	$30.1M	Hold	121,500	–	–	2.81%	10
2020 Q4	$28.4M	Hold	121,500	–	–	2.81%	11
2020 Q3	$24M	Buy	121,500 +6,500	+6%	+$1.39M	2.77%	11
2020 Q2	$23.7M	Buy	115,000 +10,000	+10%	+$1.95M	3.01%	11
2020 Q1	$20.2M	Hold	105,000	–	–	2.74%	13
2019 Q4	$29.1M	Hold	105,000	–	–	2.66%	10
2019 Q3	$27.9M	Hold	105,000	–	–	2.75%	11
2019 Q2	$26M	Sell	105,000 -10,000	-9%	-$2.4M	2.46%	11
2019 Q1	$24.8M	Hold	115,000	–	–	2.46%	11
2018 Q4	$25M	Sell	115,000 -5,000	-4%	-$1.09M	2.63%	10
2018 Q3	$27.4M	Hold	120,000	–	–	2.36%	12
2018 Q2	$27.7M	Hold	120,000	–	–	2.52%	10
2018 Q1	$30.8M	Hold	120,000	–	–	2.92%	9
2017 Q4	$26.6M	Buy	120,000 +10,000	+9%	+$2.25M	2.58%	10
2017 Q3	$25.1M	Hold	110,000	–	–	2.38%	11
2017 Q2	$28M	Sell	110,000 -15,000	-12%	-$3.7M	2.84%	7
2017 Q1	$29.2M	Hold	125,000	–	–	2.86%	6
2016 Q4	$27.1M	Hold	125,000	–	–	2.73%	8
2016 Q3	$23.7M	Hold	125,000	–	–	2.42%	13
2016 Q2	$22.8M	Hold	125,000	–	–	2.38%	15
2016 Q1	$24.7M	Sell	125,000 -10,000	-7%	-$1.85M	2.55%	11
2015 Q4	$24.7M	Hold	135,000	–	–	2.27%	14
2015 Q3	$23.4M	Hold	135,000	–	–	2.11%	16
2015 Q2	$24.6M	Hold	135,000	–	–	2.02%	18
2015 Q1	$23.5M	Hold	135,000	–	–	1.93%	23
2014 Q4	$23M	Sell	135,000 -10,000	-7%	-$1.69M	1.84%	26
2014 Q3	$23.5M	Sell	145,000 -20,000	-12%	-$3.24M	1.87%	21
2014 Q2	$26.5M	Hold	165,000	–	–	2.15%	15
2014 Q1	$25.3M	Sell	165,000 -65,000	-28%	-$9.6M	2.11%	17
2013 Q4	$35.9M	Sell	230,000 -10,000	-4%	-$1.53M	2.91%	7
2013 Q3	$34.9M	Hold	240,000	–	–	3.04%	6
2013 Q2	$30.8M	Buy	+240,000	New	+$31M	2.8%	8

Other funds holding EG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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 Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

General American Investors's EG Position: Q2 2026 in Review

General American Investors reduced its Everest Group (EG) stake by 4.9% in Q2 2026, selling an estimated $2.15M and leaving 122,909 shares worth $43.9M. The position accounts for 2.6% of the portfolio, ranked #12.

General American Investors first reported a position in EG in Q2 2013 and has held it in 53 quarters since. The position peaked at $52.8M in Q3 2024. 690 funds tracked by Wall St. Rank hold EG as of Q2 2026.

General American Investors held 122,909 shares of Everest Group worth $43.9M as of Q2 2026.
General American Investors sold 6,287 Everest Group shares in Q2 2026, an estimated $2.15M.
Everest Group made up 2.6% of General American Investors's portfolio in Q2 2026, its #12 holding.
General American Investors first reported a position in Everest Group in Q2 2013 and has held it in 53 quarters since.
General American Investors's Everest Group position peaked at $52.8M in Q3 2024.
690 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on General American Investors's 13F filing for Q2 2026, filed 31 Jul 2026.