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MassMutual Private Wealth & Trust’s Everest Group EG Stock Holding History

MassMutual Private Wealth & Trust’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 		$15.4K Sell
43
-18
-30% -$6.16K ﹤0.01% 1216
2026
Q1 		$19.9K Sell
61
-42
-41% -$13.8K ﹤0.01% 1084
2025
Q4 		$35K Sell
103
-48
-32% -$15.9K ﹤0.01% 914
2025
Q3 		$52.9K Buy
151
+70
+86% +$23.6K ﹤0.01% 784
2025
Q2 		$27.5K Buy
81
+2
+3% +$690 ﹤0.01% 980
2025
Q1 		$28.7K Buy
79
+12
+18% +$4.24K ﹤0.01% 900
2024
Q4 		$24.3K Sell
67
-37
-36% -$13.9K ﹤0.01% 944
2024
Q3 		$40.8K Sell
104
-11
-10% -$4.19K ﹤0.01% 711
2024
Q2 		$43.8K Buy
115
+31
+37% +$11.7K ﹤0.01% 672
2024
Q1 		$33.4K Hold
84
– – ﹤0.01% 704
2023
Q4 		$29.7K Buy
84
+7
+9% +$2.71K ﹤0.01% 726
2023
Q3 		$28.6K Buy
77
+5
+7% +$1.81K ﹤0.01% 722
2023
Q2 		$24.6K Buy
72
+33
+85% +$11.9K ﹤0.01% 710
2023
Q1 		$14K Buy
39
+25
+179% +$8.98K ﹤0.01% 830
2022
Q4 		$5K Hold
14
– – ﹤0.01% 982
2022
Q3 		$4K Buy
14
+4
+40% +$1.08K ﹤0.01% 1004
2022
Q2 		$3K Buy
10
+8
+400% +$2.26K ﹤0.01% 1031
2022
Q1 		$1K Buy
+2
New +$575 ﹤0.01% 1307
2019
Q4 		– Sell
-6
Closed -$2K – 810
2019
Q3 		$2K Buy
+6
New +$1.51K ﹤0.01% 753
2018
Q3 		– Sell
-3
Closed -$691 – 1004
2018
Q2 		$691 Buy
+3
New +$704 ﹤0.01% 1041
2015
Q4 		– Sell
-139
Closed -$22.5K – 851
2015
Q3 		$22.5K Hold
139
– – ﹤0.01% 440
2015
Q2 		$22.3K Hold
139
– – 0.01% 410
2015
Q1 		$24.2K Buy
+139
New +$24.4K ﹤0.01% 410

Other funds holding EG

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
GAI
General American Investors New York $1.69B AUM 40.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return

MassMutual Private Wealth & Trust's EG Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its Everest Group (EG) stake by 30% in Q2 2026, selling an estimated $6.16K and leaving 43 shares worth $15.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1216.

MassMutual Private Wealth & Trust first reported a position in EG in Q1 2015 and has held it in 23 quarters since. The position peaked at $52.9K in Q3 2025. 233 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • MassMutual Private Wealth & Trust held 43 shares of Everest Group worth $15.4K as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 18 Everest Group shares in Q2 2026, an estimated $6.16K.
  • Everest Group made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1216 holding.
  • MassMutual Private Wealth & Trust first reported a position in Everest Group in Q1 2015 and has held it in 23 quarters since.
  • MassMutual Private Wealth & Trust's Everest Group position peaked at $52.9K in Q3 2025.
  • 233 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.