PGGM Investments’s Everest Group EG Stock Holding History

PGGM Investments’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
2025 Q2	–	Sell	-13,108	Closed	-$4.76M	–	158
2025 Q1	$4.76M	Hold	13,108	–	–	0.06%	206
2024 Q4	$4.75M	Hold	13,108	–	–	0.06%	198
2024 Q3	$5.14M	Hold	13,108	–	–	0.07%	187
2024 Q2	$4.99M	Sell	13,108 -430	-3%	-$163K	0.07%	182
2024 Q1	$5.38M	Sell	13,538 -148	-1%	-$55.5K	0.08%	179
2023 Q4	$4.84M	Hold	13,686	–	–	0.07%	191
2023 Q3	$5.09M	Hold	13,686	–	–	0.09%	184
2023 Q2	$4.68M	Hold	13,686	–	–	0.08%	208
2023 Q1	$4.9M	Sell	13,686 -1,301	-9%	-$468K	0.08%	201
2022 Q4	$4.96M	Sell	14,987 -15,088	-50%	-$4.7M	0.09%	193
2022 Q3	$7.89M	Buy	+30,075	New	+$8.14M	0.14%	140
2022 Q1	$21M	Hold	76,693	–	–	0.1%	191
2021 Q4	$21M	Hold	76,693	–	–	0.1%	191
2021 Q3	$19.2M	Hold	76,693	–	–	0.1%	219
2021 Q2	$19.3M	Hold	76,693	–	–	0.08%	217
2021 Q1	$19M	Sell	76,693 -10,185	-12%	-$2.43M	0.08%	229
2020 Q4	$20.3M	Sell	86,878 -8,252	-9%	-$1.82M	0.09%	211
2020 Q3	$18.8M	Hold	95,130	–	–	0.1%	196
2020 Q2	$19.6M	Hold	95,130	–	–	0.11%	188
2020 Q1	$18.3M	Buy	95,130 +37,667	+66%	+$9.62M	0.13%	164
2019 Q4	$15.9M	Sell	57,463 -114,645	-67%	-$30.2M	0.09%	190
2019 Q3	$45.8M	Hold	172,108	–	–	0.22%	129
2019 Q2	$42.5M	Hold	172,108	–	–	0.21%	127
2019 Q1	$37.2M	Hold	172,108	–	–	0.19%	136
2018 Q4	$37.5M	Buy	172,108 +21,908	+15%	+$4.77M	0.22%	127
2018 Q3	$34.3M	Hold	150,200	–	–	0.18%	146
2018 Q2	$34.6M	Hold	150,200	–	–	0.19%	147
2018 Q1	$38.6M	Hold	150,200	–	–	0.22%	133
2017 Q4	$33.2M	Buy	150,200 +23,199	+18%	+$5.23M	0.19%	154
2017 Q3	$29M	Buy	127,001 +65,113	+105%	+$16.4M	0.14%	203
2017 Q2	$15.8M	Sell	61,888 -1,072	-2%	-$265K	0.08%	265
2017 Q1	$14.7M	Sell	62,960 -3,678	-6%	-$840K	0.08%	261
2016 Q4	$14.4M	Sell	66,638 -1,098	-2%	-$226K	0.07%	261
2016 Q3	$12.9M	Buy	67,736 +1,569	+2%	+$295K	0.06%	264
2016 Q2	$12.1M	Sell	66,167 -1,373	-2%	-$252K	0.06%	268
2016 Q1	$13.3M	Buy	67,540 +2,545	+4%	+$470K	0.07%	269
2015 Q4	$11.9M	Sell	64,995 -1,798	-3%	-$327K	0.06%	282
2015 Q3	$11.6M	Sell	66,793 -429	-0.6%	-$77.6K	0.06%	280
2015 Q2	$12.2M	Sell	67,222 -8,183	-11%	-$1.49M	0.06%	285
2015 Q1	$13.1M	Sell	75,405 -8,181	-10%	-$1.44M	0.06%	301
2014 Q4	$14.2M	Sell	83,586 -2,903	-3%	-$490K	0.06%	295
2014 Q3	$14M	Buy	86,489 +2,861	+3%	+$463K	0.07%	293
2014 Q2	$13.4M	Buy	83,628 +3,723	+5%	+$589K	0.06%	293
2014 Q1	$12.2M	Buy	79,905 +1,843	+2%	+$272K	0.06%	294
2013 Q4	$12.2M	Sell	78,062 -3,454	-4%	-$527K	0.07%	236
2013 Q3	$11.9M	Sell	81,516 -335	-0.4%	-$45.4K	0.07%	226
2013 Q2	$10.5M	Buy	+81,851	New	+$10.6M	0.06%	233

Other funds holding EG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

AGA

Altrinsic Global Advisors Stamford, Connecticut $2.79B AUM 7.25% 1-Year Est. Return

PGGM Investments's EG Position: Q2 2025 in Review

PGGM Investments sold out of Everest Group (EG) in Q2 2025, closing a stake of 13,108 shares — an estimated $4.76M sold.

PGGM Investments first reported a position in EG in Q2 2013 and held it in 47 quarters. The position peaked at $45.8M in Q3 2019. 672 funds tracked by Wall St. Rank hold EG as of Q2 2025.

PGGM Investments reported no remaining Everest Group position as of Q2 2025 after selling out during the quarter.
PGGM Investments sold 13,108 Everest Group shares in Q2 2025, an estimated $4.76M.
PGGM Investments first reported a position in Everest Group in Q2 2013 and held it in 47 quarters.
PGGM Investments's Everest Group position peaked at $45.8M in Q3 2019.
672 funds tracked by Wall St. Rank held Everest Group as of Q2 2025.

Based on PGGM Investments's 13F filing for Q2 2025, filed 18 Jul 2025.