GWI
EG icon

Grace & White Inc’s Everest Group EG Stock Holding History

Grace & White Inc’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 		$17.1M Hold
47,998
– – 2.71% 7
2026
Q1 		$15.7M Hold
47,998
– – 2.77% 8
2025
Q4 		$16.3M Buy
47,998
+766
+2% +$253K 2.9% 8
2025
Q3 		$16.5M Hold
47,232
– – 2.92% 8
2025
Q2 		$16.1M Hold
47,232
– – 2.94% 8
2025
Q1 		$17.2M Hold
47,232
– – 3.28% 6
2024
Q4 		$17.1M Hold
47,232
– – 3.2% 6
2024
Q3 		$18.5M Hold
47,232
– – 3.34% 8
2024
Q2 		$18M Sell
47,232
-50
-0.1% -$18.9K 3.38% 6
2024
Q1 		$18.8M Hold
47,282
– – 3.39% 7
2023
Q4 		$16.7M Sell
47,282
-200
-0.4% -$77.5K 2.93% 8
2023
Q3 		$17.6M Sell
47,482
-225
-0.5% -$81.7K 3.29% 5
2023
Q2 		$16.3M Hold
47,707
– – 3% 9
2023
Q1 		$17.1M Sell
47,707
-1,058
-2% -$380K 3.28% 6
2022
Q4 		$16.2M Sell
48,765
-2,617
-5% -$815K 3.2% 5
2022
Q3 		$13.5M Sell
51,382
-1,000
-2% -$271K 2.91% 6
2022
Q2 		$14.7M Hold
52,382
– – 3.06% 6
2022
Q1 		$15.8M Sell
52,382
-2,800
-5% -$804K 2.97% 7
2021
Q4 		$15.1M Hold
55,182
– – 2.8% 6
2021
Q3 		$13.8M Hold
55,182
– – 2.64% 7
2021
Q2 		$13.9M Hold
55,182
– – 2.53% 7
2021
Q1 		$13.7M Hold
55,182
– – 2.61% 4
2020
Q4 		$12.9M Hold
55,182
– – 2.74% 4
2020
Q3 		$10.9M Sell
55,182
-400
-0.7% -$85.6K 2.81% 4
2020
Q2 		$11.5M Buy
55,582
+3,000
+6% +$584K 3.11% 3
2020
Q1 		$10.1M Sell
52,582
-2,825
-5% -$721K 3.56% 1
2019
Q4 		$15.3M Sell
55,407
-912
-2% -$241K 3.47% 2
2019
Q3 		$15M Sell
56,319
-300
-0.5% -$75.7K 3.47% 2
2019
Q2 		$14M Sell
56,619
-600
-1% -$144K 3.2% 2
2019
Q1 		$12.4M Hold
57,219
– – 2.93% 3
2018
Q4 		$12.5M Hold
57,219
– – 3.16% 2
2018
Q3 		$13.1M Sell
57,219
-150
-0.3% -$33.6K 2.77% 4
2018
Q2 		$13.2M Sell
57,369
-5,800
-9% -$1.36M 2.83% 3
2018
Q1 		$16.2M Sell
63,169
-250
-0.4% -$60K 3.33% 3
2017
Q4 		$14M Hold
63,419
– – 2.82% 3
2017
Q3 		$14.5M Sell
63,419
-2,169
-3% -$547K 3.01% 3
2017
Q2 		$16.7M Sell
65,588
-3,700
-5% -$913K 3.65% 2
2017
Q1 		$16.2M Sell
69,288
-6,800
-9% -$1.55M 3.51% 2
2016
Q4 		$16.5M Sell
76,088
-5,075
-6% -$1.05M 3.54% 2
2016
Q3 		$15.4M Hold
81,163
– – 3.43% 2
2016
Q2 		$14.8M Sell
81,163
-1,270
-2% -$233K 3.35% 2
2016
Q1 		$16.3M Sell
82,433
-9,936
-11% -$1.84M 3.69% 2
2015
Q4 		$16.9M Sell
92,369
-3,282
-3% -$596K 3.93% 2
2015
Q3 		$16.6M Sell
95,651
-3,818
-4% -$691K 3.83% 2
2015
Q2 		$18.1M Hold
99,469
– – 3.7% 2
2015
Q1 		$17.3M Sell
99,469
-950
-0.9% -$167K 3.45% 2
2014
Q4 		$17.1M Sell
100,419
-3,100
-3% -$523K 3.39% 2
2014
Q3 		$16.8M Sell
103,519
-300
-0.3% -$48.6K 3.38% 2
2014
Q2 		$16.7M Hold
103,819
– – 3.22% 3
2014
Q1 		$15.9M Hold
103,819
– – 3.08% 3
2013
Q4 		$16.2M Sell
103,819
-5,800
-5% -$886K 3.12% 2
2013
Q3 		$15.9M Sell
109,619
-3,000
-3% -$407K 3.17% 2
2013
Q2 		$14.4M Buy
+112,619
New +$14.6M 3.01% 2

Other funds holding EG

PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
PCM
Palouse Capital Management Spokane, Washington $160M AUM 36.15% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

Grace & White Inc's EG Position: Q2 2026 in Review

Grace & White Inc held its Everest Group (EG) position steady in Q2 2026 at 47,998 shares worth $17.1M. The position accounts for 2.71% of the portfolio, ranked #7.

Grace & White Inc first reported a position in EG in Q2 2013 and has held it in 53 quarters since. The position peaked at $18.8M in Q1 2024. 74 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Grace & White Inc held 47,998 shares of Everest Group worth $17.1M as of Q2 2026.
  • Grace & White Inc left its Everest Group share count unchanged in Q2 2026.
  • Everest Group made up 2.71% of Grace & White Inc's portfolio in Q2 2026, its #7 holding.
  • Grace & White Inc first reported a position in Everest Group in Q2 2013 and has held it in 53 quarters since.
  • Grace & White Inc's Everest Group position peaked at $18.8M in Q1 2024.
  • 74 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Grace & White Inc's 13F filing for Q2 2026, filed 17 Jul 2026.