Grantham, Mayo, Van Otterloo & Co (GMO)
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Grantham, Mayo, Van Otterloo & Co (GMO)’s Everest Group EG Stock Holding History

Grantham, Mayo, Van Otterloo & Co (GMO)’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 		$26.1M Buy
73,051
+17,360
+31% +$5.94M 0.06% 149
2026
Q1 		$18.2M Buy
55,691
+10,600
+24% +$3.49M 0.05% 196
2025
Q4 		$15.3M Buy
45,091
+14,211
+46% +$4.69M 0.04% 205
2025
Q3 		$10.8M Buy
30,880
+408
+1% +$138K 0.03% 233
2025
Q2 		$10.4M Sell
30,472
-21,317
-41% -$7.35M 0.03% 229
2025
Q1 		$18.8M Buy
51,789
+1,573
+3% +$556K 0.06% 195
2024
Q4 		$18.2M Buy
50,216
+13,650
+37% +$5.11M 0.06% 196
2024
Q3 		$14.3M Buy
36,566
+20,948
+134% +$7.98M 0.04% 231
2024
Q2 		$5.95M Buy
+15,618
New +$5.9M 0.02% 305
2018
Q1 		– Sell
-1,400
Closed -$310K – 587
2017
Q4 		$310K Sell
1,400
-25,904
-95% -$5.84M ﹤0.01% 513
2017
Q3 		$6.24M Sell
27,304
-31,300
-53% -$7.89M 0.04% 200
2017
Q2 		$14.9M Sell
58,604
-16,100
-22% -$3.97M 0.08% 153
2017
Q1 		$17.5M Sell
74,704
-19,435
-21% -$4.44M 0.1% 149
2016
Q4 		$20.4M Sell
94,139
-48,895
-34% -$10.1M 0.11% 145
2016
Q3 		$27.2M Sell
143,034
-94,920
-40% -$17.8M 0.13% 146
2016
Q2 		$43.5M Buy
237,954
+43,904
+23% +$8.07M 0.18% 113
2016
Q1 		$38.3M Buy
194,050
+86,180
+80% +$15.9M 0.14% 138
2015
Q4 		$19.8M Buy
107,870
+12,500
+13% +$2.27M 0.07% 155
2015
Q3 		$16.5M Buy
+95,370
New +$17.3M 0.06% 158

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

Grantham, Mayo, Van Otterloo & Co (GMO)'s EG Position: Q2 2026 in Review

Grantham, Mayo, Van Otterloo & Co (GMO) increased its Everest Group (EG) stake by 31% in Q2 2026, buying an estimated $5.94M and bringing the position to 73,051 shares worth $26.1M. The position accounts for 0.06% of the portfolio, ranked #149.

Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in EG in Q3 2015 and has held it in 19 quarters since. The position peaked at $43.5M in Q2 2016. 689 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Grantham, Mayo, Van Otterloo & Co (GMO) held 73,051 shares of Everest Group worth $26.1M as of Q2 2026.
  • Grantham, Mayo, Van Otterloo & Co (GMO) bought 17,360 Everest Group shares in Q2 2026, an estimated $5.94M.
  • Everest Group made up 0.06% of Grantham, Mayo, Van Otterloo & Co (GMO)'s portfolio in Q2 2026, its #149 holding.
  • Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in Everest Group in Q3 2015 and has held it in 19 quarters since.
  • Grantham, Mayo, Van Otterloo & Co (GMO)'s Everest Group position peaked at $43.5M in Q2 2016.
  • 689 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Grantham, Mayo, Van Otterloo & Co (GMO)'s 13F filing for Q2 2026, filed 13 Aug 2026.