GRP
EG icon

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
2026
Q2 		$182K Buy
+510
New +$175K ﹤0.01% 1639
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

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

Global Retirement Partners's EG Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Everest Group (EG) in Q2 2026: 510 shares worth $182K. The stake represents ﹤0.01% of the portfolio and ranks #1639 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in EG as recently as Q4 2025.

Global Retirement Partners first reported a position in EG in Q3 2021 and has held it in 17 quarters since. 689 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Global Retirement Partners held 510 shares of Everest Group worth $182K as of Q2 2026.
  • Everest Group was a new Global Retirement Partners position in Q2 2026.
  • Everest Group made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1639 holding.
  • Global Retirement Partners first reported a position in Everest Group in Q3 2021 and has held it in 17 quarters since.
  • 689 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.