NAM
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NorthCrest Asset Manangement’s Everest Group EG Stock Holding History

NorthCrest Asset Manangement’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 		$870K Buy
2,345
+57
+2% +$19.5K 0.02% 413
2026
Q1 		$749K Sell
2,288
-1,902
-45% -$626K 0.02% 384
2025
Q4 		$1.43M Sell
4,190
-680
-14% -$225K 0.03% 311
2025
Q3 		$1.78M Buy
4,870
+2,118
+77% +$715K 0.04% 248
2025
Q2 		$929K Buy
2,752
+125
+5% +$43.1K 0.03% 317
2025
Q1 		$954K Buy
2,627
+22
+0.8% +$7.77K 0.03% 302
2024
Q4 		$944K Sell
2,605
-4
-0.2% -$1.5K 0.03% 304
2024
Q3 		$1.02M Buy
2,609
+1
+0% +$381 0.03% 280
2024
Q2 		$994K Sell
2,608
-8
-0.3% -$3.02K 0.03% 274
2024
Q1 		$1.04M Sell
2,616
-124
-5% -$46.5K 0.04% 267
2023
Q4 		$969K Sell
2,740
-50
-2% -$19.4K 0.04% 270
2023
Q3 		$1.04M Hold
2,790
– – 0.04% 249
2023
Q2 		$954K Hold
2,790
– – 0.04% 273
2023
Q1 		$999K Buy
2,790
+20
+0.7% +$7.19K 0.04% 261
2022
Q4 		$918K Hold
2,770
– – 0.05% 199
2022
Q3 		$727K Hold
2,770
– – 0.04% 247
2022
Q2 		$776K Hold
2,770
– – 0.04% 245
2022
Q1 		$835K Buy
2,770
+85
+3% +$24.4K 0.04% 228
2021
Q4 		$735K Buy
+2,685
New +$726K 0.04% 265

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

NorthCrest Asset Manangement's EG Position: Q2 2026 in Review

NorthCrest Asset Manangement increased its Everest Group (EG) stake by 2.5% in Q2 2026, buying an estimated $19.5K and bringing the position to 2,345 shares worth $870K. The position accounts for 0.02% of the portfolio, ranked #413.

NorthCrest Asset Manangement first reported a position in EG in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.78M in Q3 2025. 233 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • NorthCrest Asset Manangement held 2,345 shares of Everest Group worth $870K as of Q2 2026.
  • NorthCrest Asset Manangement bought 57 Everest Group shares in Q2 2026, an estimated $19.5K.
  • Everest Group made up 0.02% of NorthCrest Asset Manangement's portfolio in Q2 2026, its #413 holding.
  • NorthCrest Asset Manangement first reported a position in Everest Group in Q4 2021 and has held it in 19 quarters since.
  • NorthCrest Asset Manangement's Everest Group position peaked at $1.78M in Q3 2025.
  • 233 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on NorthCrest Asset Manangement's 13F filing for Q2 2026, filed 15 Jul 2026.