RP
EG icon

Rowlandmiller & Partners’s Everest Group EG Stock Holding History

Rowlandmiller & Partners’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 		$433K Sell
1,210
-100
-8% -$34.2K 0.08% 113
2026
Q1 		$428K Hold
1,310
– – 0.09% 108
2025
Q4 		$445K Sell
1,310
-5
-0.4% -$1.65K 0.09% 109
2025
Q3 		$461K Hold
1,315
– – 0.09% 107
2025
Q2 		$447K Buy
1,315
+50
+4% +$17.3K 0.09% 109
2025
Q1 		$460K Sell
1,265
-30
-2% -$10.6K 0.1% 108
2024
Q4 		$469K Hold
1,295
– – 0.1% 105
2024
Q3 		$507K Sell
1,295
-50
-4% -$19K 0.1% 105
2024
Q2 		$512K Hold
1,345
– – 0.11% 96
2024
Q1 		$535K Sell
1,345
-100
-7% -$37.5K 0.11% 95
2023
Q4 		$511K Hold
1,445
– – 0.12% 93
2023
Q3 		$537K Hold
1,445
– – 0.13% 91
2023
Q2 		$494K Hold
1,445
– – 0.12% 101
2023
Q1 		$517K Hold
1,445
– – 0.13% 99
2022
Q4 		$482K Hold
1,445
– – 0.12% 99
2022
Q3 		$379K Hold
1,445
– – 0.1% 100
2022
Q2 		$405K Buy
1,445
+50
+4% +$14.1K 0.1% 99
2022
Q1 		$420K Sell
1,395
-25
-2% -$7.18K 0.1% 106
2021
Q4 		$389K Sell
1,420
-225
-14% -$60.8K 0.09% 115
2021
Q3 		$339K Buy
1,645
+150
+10% +$38.5K 0.12% 93
2021
Q2 		$377K Sell
1,495
-65
-4% -$16.9K 0.09% 110
2021
Q1 		$387K Hold
1,560
– – 0.1% 106
2020
Q4 		$365K Sell
1,560
-350
-18% -$77.3K 0.1% 105
2020
Q3 		$368K Buy
1,910
+265
+16% +$56.7K 0.15% 81
2020
Q2 		$339K Sell
1,645
-265
-14% -$51.6K 0.12% 93
2020
Q1 		$368K Hold
1,910
– – 0.15% 81
2019
Q4 		$529K Buy
+1,910
New +$504K 0.16% 82

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

Rowlandmiller & Partners's EG Position: Q2 2026 in Review

Rowlandmiller & Partners reduced its Everest Group (EG) stake by 7.6% in Q2 2026, selling an estimated $34.2K and leaving 1,210 shares worth $433K. The position accounts for 0.08% of the portfolio, ranked #113.

Rowlandmiller & Partners first reported a position in EG in Q4 2019 and has held it in 27 quarters since. The position peaked at $537K in Q3 2023. 233 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Rowlandmiller & Partners held 1,210 shares of Everest Group worth $433K as of Q2 2026.
  • Rowlandmiller & Partners sold 100 Everest Group shares in Q2 2026, an estimated $34.2K.
  • Everest Group made up 0.08% of Rowlandmiller & Partners's portfolio in Q2 2026, its #113 holding.
  • Rowlandmiller & Partners first reported a position in Everest Group in Q4 2019 and has held it in 27 quarters since.
  • Rowlandmiller & Partners's Everest Group position peaked at $537K in Q3 2023.
  • 233 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Rowlandmiller & Partners's 13F filing for Q2 2026, filed 23 Jul 2026.