GW&K Investment Management’s Everest Group EG Stock Holding History

GW&K Investment Management’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	$3K	Sell	9 -4	-31%	-$1.37K	﹤0.01%	1032
2026 Q1	$4K	Sell	13 -10	-43%	-$3.29K	﹤0.01%	950
2025 Q4	$8K	Sell	23 -1	-4%	-$330	﹤0.01%	885
2025 Q3	$8K	Buy	24 +2	+9%	+$675	﹤0.01%	882
2025 Q2	$7K	Buy	22 +2	+10%	+$690	﹤0.01%	887
2025 Q1	$7K	Sell	20 -13	-39%	-$4.59K	﹤0.01%	863
2024 Q4	$12K	Sell	33 -2	-6%	-$749	﹤0.01%	730
2024 Q3	$14K	Buy	35 +7	+25%	+$2.67K	﹤0.01%	679
2024 Q2	$11K	Buy	28 +6	+27%	+$2.27K	﹤0.01%	703
2024 Q1	$9K	Buy	22 +4	+22%	+$1.5K	﹤0.01%	724
2023 Q4	$6K	Hold	18	–	–	﹤0.01%	803
2023 Q3	$7K	Hold	18	–	–	﹤0.01%	703
2023 Q2	$6K	Buy	+18	New	+$6.5K	﹤0.01%	750
2022 Q3	–	Sell	-11	Closed	-$3K	–	531
2022 Q2	$3K	Buy	11 +8	+267%	+$2.26K	﹤0.01%	679
2022 Q1	$1K	Buy	+3	New	+$862	﹤0.01%	765

Other funds holding EG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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 Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

GW&K Investment Management's EG Position: Q2 2026 in Review

GW&K Investment Management reduced its Everest Group (EG) stake by 31% in Q2 2026, selling an estimated $1.37K and leaving 9 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1032.

GW&K Investment Management first reported a position in EG in Q1 2022 and has held it in 15 quarters since. The position peaked at $14K in Q3 2024. 690 funds tracked by Wall St. Rank hold EG as of Q2 2026.

GW&K Investment Management held 9 shares of Everest Group worth $3K as of Q2 2026.
GW&K Investment Management sold 4 Everest Group shares in Q2 2026, an estimated $1.37K.
Everest Group made up ﹤0.01% of GW&K Investment Management's portfolio in Q2 2026, its #1032 holding.
GW&K Investment Management first reported a position in Everest Group in Q1 2022 and has held it in 15 quarters since.
GW&K Investment Management's Everest Group position peaked at $14K in Q3 2024.
690 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on GW&K Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.