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Gillson Capital’s Everest Group EG Stock Holding History

Gillson Capital’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 		$12.9M Buy
+36,100
New +$12.4M 0.76% 46
2025
Q2 		– Sell
-23,021
Closed -$8.36M – 81
2025
Q1 		$8.36M Sell
23,021
-35,940
-61% -$12.7M 0.71% 52
2024
Q4 		$21.4M Buy
+58,961
New +$22.1M 1.93% 18
2024
Q1 		– Sell
-60,487
Closed -$21.4M – 62
2023
Q4 		$21.4M Sell
60,487
-33,468
-36% -$13M 2.25% 15
2023
Q3 		$34.9M Buy
+93,955
New +$34.1M 2.59% 9
2023
Q2 		– Sell
-130,166
Closed -$46.6M – 93
2023
Q1 		$46.6M Buy
130,166
+30,254
+30% +$10.9M 3.86% 2
2022
Q4 		$33.1M Sell
99,912
-19,430
-16% -$6.05M 2.51% 10
2022
Q3 		$31.3M Buy
119,342
+31,677
+36% +$8.57M 2.87% 7
2022
Q2 		$24.6M Buy
87,665
+8,067
+10% +$2.28M 2.38% 10
2022
Q1 		$24M Sell
79,598
-64,514
-45% -$18.5M 1.92% 10
2021
Q4 		$39.5M Buy
+144,112
New +$39M 2.57% 4
2021
Q3 		– Sell
-21,803
Closed -$5.5M – 236
2021
Q2 		$5.5M Sell
21,803
-8,825
-29% -$2.3M 0.51% 69
2021
Q1 		$7.59M Buy
+30,628
New +$7.29M 0.64% 60
2018
Q2 		– Sell
-48,492
Closed -$12.5M – 57
2018
Q1 		$12.5M Buy
+48,492
New +$11.6M 2.2% 16

Other funds holding EG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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

Gillson Capital's EG Position: Q2 2026 in Review

Gillson Capital opened a new position in Everest Group (EG) in Q2 2026: 36,100 shares worth $12.9M. The stake represents 0.76% of the portfolio and ranks #46 among its holdings. This is a return to the name: Gillson Capital previously reported a position in EG as recently as Q1 2025.

Gillson Capital first reported a position in EG in Q1 2018 and has held it in 14 quarters since. The position peaked at $46.6M in Q1 2023. 689 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Gillson Capital held 36,100 shares of Everest Group worth $12.9M as of Q2 2026.
  • Everest Group was a new Gillson Capital position in Q2 2026.
  • Everest Group made up 0.76% of Gillson Capital's portfolio in Q2 2026, its #46 holding.
  • Gillson Capital first reported a position in Everest Group in Q1 2018 and has held it in 14 quarters since.
  • Gillson Capital's Everest Group position peaked at $46.6M in Q1 2023.
  • 689 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Gillson Capital's 13F filing for Q2 2026, filed 14 Aug 2026.