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Perpetual Ltd’s Everest Group EG Stock Holding History

Perpetual Ltd’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 		$48.6M Buy
135,942
+4,023
+3% +$1.38M 0.69% 45
2026
Q1 		$43.1M Buy
131,919
+17,933
+16% +$5.9M 0.66% 39
2025
Q4 		$38.7M Buy
113,986
+4,472
+4% +$1.48M 0.56% 43
2025
Q3 		$38.4M Sell
109,514
-359
-0.3% -$121K 0.48% 52
2025
Q2 		$37.3M Buy
109,873
+5,507
+5% +$1.9M 0.44% 74
2025
Q1 		$37.9M Buy
+104,366
New +$36.9M 0.46% 63
2024
Q3 		– Sell
-2,877
Closed -$1.1M – 436
2024
Q2 		$1.1M Sell
2,877
-1,847
-39% -$698K 0.01% 259
2024
Q1 		$1.88M Buy
4,724
+2,264
+92% +$849K 0.02% 224
2023
Q4 		$870K Buy
+2,460
New +$953K 0.01% 289

Other funds holding EG

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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
MFS
Mirabella Financial Services London, United Kingdom $1.05B AUM 22.45% 1-Year Est. Return

Perpetual Ltd's EG Position: Q2 2026 in Review

Perpetual Ltd increased its Everest Group (EG) stake by 3% in Q2 2026, buying an estimated $1.38M and bringing the position to 135,942 shares worth $48.6M. The position accounts for 0.69% of the portfolio, ranked #45.

Perpetual Ltd first reported a position in EG in Q4 2023 and has held it in 9 quarters since. 233 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Perpetual Ltd held 135,942 shares of Everest Group worth $48.6M as of Q2 2026.
  • Perpetual Ltd bought 4,023 Everest Group shares in Q2 2026, an estimated $1.38M.
  • Everest Group made up 0.69% of Perpetual Ltd's portfolio in Q2 2026, its #45 holding.
  • Perpetual Ltd first reported a position in Everest Group in Q4 2023 and has held it in 9 quarters since.
  • 233 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Perpetual Ltd's 13F filing for Q2 2026, filed 15 Jul 2026.