GRP
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Global Retirement Partners’s Everest Group EG Stock Holding History

Global Retirement Partners’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
Q4 		$180K Buy
529
+449
+561% +$148K ﹤0.01% 1535
2025
Q3 		$28K Sell
80
-14
-15% -$4.73K ﹤0.01% 2233
2025
Q2 		$31.9K Buy
+94
New +$32.4K ﹤0.01% 2029
2024
Q4 		$27.9K Sell
77
-162
-68% -$60.7K ﹤0.01% 1907
2024
Q3 		$93.6K Buy
239
+51
+27% +$19.4K ﹤0.01% 1271
2024
Q2 		$71.6K Buy
188
+12
+7% +$4.54K ﹤0.01% 1350
2024
Q1 		$70K Sell
176
-99
-36% -$37.1K ﹤0.01% 1243
2023
Q4 		$102K Buy
275
+241
+709% +$93.3K ﹤0.01% 1033
2023
Q3 		$13.1K Buy
34
+31
+1,033% +$11.3K ﹤0.01% 1841
2023
Q2 		$1.03K Hold
3
– – ﹤0.01% 2778
2023
Q1 		$1.13K Hold
3
– – ﹤0.01% 2697
2022
Q4 		$994 Hold
3
– – ﹤0.01% 2599
2022
Q3 		$1K Buy
3
+1
+50% +$271 ﹤0.01% 2436
2022
Q2 		$1K Sell
2
-6
-75% -$1.7K ﹤0.01% 2413
2022
Q1 		$2K Buy
+8
New +$2.3K ﹤0.01% 2166
2021
Q4 		– Sell
-1
Closed – – 635
2021
Q3 		$0 Buy
+1
New +$256 ﹤0.01% 2006

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Global Retirement Partners's EG Position: Q4 2025 in Review

Global Retirement Partners increased its Everest Group (EG) stake by 561% in Q4 2025, buying an estimated $148K and bringing the position to 529 shares worth $180K. The position accounts for ﹤0.01% of the portfolio, ranked #1535.

Global Retirement Partners first reported a position in EG in Q3 2021 and has held it in 16 quarters since. 683 funds tracked by Wall St. Rank hold EG as of Q4 2025.

  • Global Retirement Partners held 529 shares of Everest Group worth $180K as of Q4 2025.
  • Global Retirement Partners bought 449 Everest Group shares in Q4 2025, an estimated $148K.
  • Everest Group made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #1535 holding.
  • Global Retirement Partners first reported a position in Everest Group in Q3 2021 and has held it in 16 quarters since.
  • 683 funds tracked by Wall St. Rank held Everest Group as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.