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 Q3	$46.1M	Sell	126,218 -9,724	-7%	-$3.64M	0.7%	38
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 Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $3.93B AUM 7.98% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

GWI

Grace & White Inc Ny, New York $610M AUM 24.71% 1-Year Est. Return

Perpetual Ltd's EG Position: Q3 2026 in Review

Perpetual Ltd reduced its Everest Group (EG) stake by 7.2% in Q3 2026, selling an estimated $3.64M and leaving 126,218 shares worth $46.1M. The position accounts for 0.7% of the portfolio, ranked #38.

Perpetual Ltd first reported a position in EG in Q4 2023 and has held it in 10 quarters since. The position peaked at $48.6M in Q2 2026. 215 funds tracked by Wall St. Rank hold EG as of Q3 2026.

Perpetual Ltd held 126,218 shares of Everest Group worth $46.1M as of Q3 2026.
Perpetual Ltd sold 9,724 Everest Group shares in Q3 2026, an estimated $3.64M.
Everest Group made up 0.7% of Perpetual Ltd's portfolio in Q3 2026, its #38 holding.
Perpetual Ltd first reported a position in Everest Group in Q4 2023 and has held it in 10 quarters since.
Perpetual Ltd's Everest Group position peaked at $48.6M in Q2 2026.
215 funds tracked by Wall St. Rank held Everest Group as of Q3 2026.

Based on Perpetual Ltd's 13F filing for Q3 2026, filed 13 Oct 2026.