Resona Asset Management’s Everest Group EG Stock Holding History

Resona Asset Management’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	$4.06M	Sell	11,328 -1,630	-13%	-$558K	0.02%	513
2026 Q1	$4.23M	Buy	12,958 +281	+2%	+$92.5K	0.02%	508
2025 Q4	$4.3M	Sell	12,677 -570	-4%	-$188K	0.02%	517
2025 Q3	$4.63M	Sell	13,247 -1,236	-9%	-$417K	0.02%	506
2025 Q2	$4.92M	Buy	14,483 +1,041	+8%	+$359K	0.02%	506
2025 Q1	$4.88M	Buy	13,442 +821	+7%	+$290K	0.03%	470
2024 Q4	$4.57M	Sell	12,621 -2,215	-15%	-$830K	0.03%	479
2024 Q3	$5.82M	Buy	14,836 +393	+3%	+$150K	0.03%	439
2024 Q2	$5.5M	Sell	14,443 -908	-6%	-$343K	0.03%	431
2024 Q1	$6.1M	Buy	+15,351	New	+$5.76M	0.04%	424

Other funds holding EG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Resona Asset Management's EG Position: Q2 2026 in Review

Resona Asset Management reduced its Everest Group (EG) stake by 13% in Q2 2026, selling an estimated $558K and leaving 11,328 shares worth $4.06M. The position accounts for 0.02% of the portfolio, ranked #513.

Resona Asset Management first reported a position in EG in Q1 2024 and has held it in 10 quarters since. The position peaked at $6.1M in Q1 2024. 690 funds tracked by Wall St. Rank hold EG as of Q2 2026.

Resona Asset Management held 11,328 shares of Everest Group worth $4.06M as of Q2 2026.
Resona Asset Management sold 1,630 Everest Group shares in Q2 2026, an estimated $558K.
Everest Group made up 0.02% of Resona Asset Management's portfolio in Q2 2026, its #513 holding.
Resona Asset Management first reported a position in Everest Group in Q1 2024 and has held it in 10 quarters since.
Resona Asset Management's Everest Group position peaked at $6.1M in Q1 2024.
690 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Resona Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.