GC
EG icon

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
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

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.79B AUM 7.25% 1-Year Est. Return

Gillson Capital's EG Position: Q2 2025 in Review

Gillson Capital sold out of Everest Group (EG) in Q2 2025, closing a stake of 23,021 shares — an estimated $8.36M sold.

Gillson Capital first reported a position in EG in Q1 2018 and held it in 13 quarters. The position peaked at $46.6M in Q1 2023. 672 funds tracked by Wall St. Rank hold EG as of Q2 2025.

  • Gillson Capital reported no remaining Everest Group position as of Q2 2025 after selling out during the quarter.
  • Gillson Capital sold 23,021 Everest Group shares in Q2 2025, an estimated $8.36M.
  • Gillson Capital first reported a position in Everest Group in Q1 2018 and held it in 13 quarters.
  • Gillson Capital's Everest Group position peaked at $46.6M in Q1 2023.
  • 672 funds tracked by Wall St. Rank held Everest Group as of Q2 2025.

Based on Gillson Capital's 13F filing for Q2 2025, filed 14 Aug 2025.