Sompo Asset Management’s Everest Group EG Stock Holding History

Sompo 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	$1.75M	Sell	4,885 -710	-13%	-$243K	0.29%	60
2026 Q1	$1.83M	Buy	5,595 +2,418	+76%	+$796K	0.34%	55
2025 Q4	$1.08M	Buy	+3,177	New	+$1.05M	0.18%	81
2024 Q2	–	Sell	-580	Closed	-$231K	–	195
2024 Q1	$231K	Sell	580 -60	-9%	-$22.5K	0.04%	191
2023 Q4	$226K	Buy	+640	New	+$248K	0.04%	188
2023 Q1	–	Sell	-6,470	Closed	-$2.14M	–	180
2022 Q4	$2.14M	Sell	6,470 -2,960	-31%	-$922K	0.49%	58
2022 Q3	$2.47M	Sell	9,430 -10	-0.1%	-$2.71K	0.63%	47
2022 Q2	$2.65M	Buy	9,440 +1,940	+26%	+$548K	0.67%	48
2022 Q1	$2.26M	Buy	7,500 +210	+3%	+$60.3K	0.49%	60
2021 Q4	$2M	Buy	7,290 +360	+5%	+$97.3K	0.4%	65
2021 Q3	$1.74M	Sell	6,930 -1,060	-13%	-$272K	0.4%	72
2021 Q2	$2.01M	Buy	7,990 +410	+5%	+$107K	0.41%	74
2021 Q1	$1.88M	Sell	7,580 -1,930	-20%	-$460K	0.43%	75
2020 Q4	$2.23M	Buy	9,510 +30	+0.3%	+$6.62K	0.48%	66
2020 Q3	$1.87M	Sell	9,480 -500	-5%	-$107K	0.45%	77
2020 Q2	$2.06M	Sell	9,980 -5,350	-35%	-$1.04M	0.52%	66
2020 Q1	$2.95M	Buy	15,330 +2,710	+21%	+$692K	0.78%	42
2019 Q4	$3.49M	Buy	12,620 +5,200	+70%	+$1.37M	0.82%	47
2019 Q3	$1.97M	Buy	7,420 +4,350	+142%	+$1.1M	0.49%	59
2019 Q2	$759K	Sell	3,070 -1,230	-29%	-$295K	0.22%	78
2019 Q1	$929K	Sell	4,300 -1,360	-24%	-$296K	0.29%	69
2018 Q4	$1.23M	Buy	5,660 +1,460	+35%	+$318K	0.36%	69
2018 Q3	$960K	Sell	4,200 -640	-13%	-$143K	0.2%	82
2018 Q2	$1.12M	Buy	+4,840	New	+$1.14M	0.25%	79

Other funds holding EG

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

GWI

Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

GHAM

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

PCM

Palouse Capital Management Spokane, Washington $160M AUM 36.15% 1-Year Est. Return

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

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

Sompo Asset Management reduced its Everest Group (EG) stake by 13% in Q2 2026, selling an estimated $243K and leaving 4,885 shares worth $1.75M. The position accounts for 0.29% of the portfolio, ranked #60.

Sompo Asset Management first reported a position in EG in Q2 2018 and has held it in 24 quarters since. The position peaked at $3.49M in Q4 2019. 69 funds tracked by Wall St. Rank hold EG as of Q2 2026.

Sompo Asset Management held 4,885 shares of Everest Group worth $1.75M as of Q2 2026.
Sompo Asset Management sold 710 Everest Group shares in Q2 2026, an estimated $243K.
Everest Group made up 0.29% of Sompo Asset Management's portfolio in Q2 2026, its #60 holding.
Sompo Asset Management first reported a position in Everest Group in Q2 2018 and has held it in 24 quarters since.
Sompo Asset Management's Everest Group position peaked at $3.49M in Q4 2019.
69 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Sompo Asset Management's 13F filing for Q2 2026, filed 14 Jul 2026.