Sumitomo Mitsui Trust Group
EG icon

Sumitomo Mitsui Trust Group’s Everest Group EG Stock Holding History

Sumitomo Mitsui Trust Group’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 		$33.6M Sell
94,000
-2,362
-2% -$809K 0.02% 550
2026
Q1 		$31.5M Buy
96,362
+791
+0.8% +$260K 0.02% 557
2025
Q4 		$32.4M Sell
95,571
-7,404
-7% -$2.45M 0.02% 565
2025
Q3 		$36.1M Sell
102,975
-868
-0.8% -$293K 0.02% 558
2025
Q2 		$35.3M Sell
103,843
-10,567
-9% -$3.65M 0.02% 552
2025
Q1 		$41.6M Sell
114,410
-1,753
-2% -$619K 0.03% 496
2024
Q4 		$42.1M Sell
116,163
-589
-0.5% -$221K 0.03% 495
2024
Q3 		$45.7M Buy
116,752
+8,345
+8% +$3.18M 0.03% 467
2024
Q2 		$41.3M Sell
108,407
-2,218
-2% -$838K 0.03% 477
2024
Q1 		$44M Sell
110,625
-2,482
-2% -$931K 0.03% 524
2023
Q4 		$40M Buy
113,107
+586
+0.5% +$227K 0.03% 542
2023
Q3 		$41.8M Buy
112,521
+78
+0.1% +$28.3K 0.03% 502
2023
Q2 		$38.4M Sell
112,443
-6,237
-5% -$2.25M 0.03% 550
2023
Q1 		$42.5M Buy
118,680
+5,901
+5% +$2.12M 0.03% 547
2022
Q4 		$37.4M Sell
112,779
-9,065
-7% -$2.82M 0.03% 574
2022
Q3 		$32M Sell
121,844
-3,013
-2% -$815K 0.03% 606
2022
Q2 		$35M Sell
124,857
-98,703
-44% -$27.9M 0.03% 609
2022
Q1 		$67.4M Buy
+223,560
New +$64.2M 0.04% 441

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
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
MFS
Mirabella Financial Services London, United Kingdom $1.05B AUM 22.45% 1-Year Est. Return

Sumitomo Mitsui Trust Group's EG Position: Q2 2026 in Review

Sumitomo Mitsui Trust Group reduced its Everest Group (EG) stake by 2.5% in Q2 2026, selling an estimated $809K and leaving 94,000 shares worth $33.6M. The position accounts for 0.02% of the portfolio, ranked #550.

Sumitomo Mitsui Trust Group first reported a position in EG in Q1 2022 and has held it in 18 quarters since. The position peaked at $67.4M in Q1 2022. 233 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Sumitomo Mitsui Trust Group held 94,000 shares of Everest Group worth $33.6M as of Q2 2026.
  • Sumitomo Mitsui Trust Group sold 2,362 Everest Group shares in Q2 2026, an estimated $809K.
  • Everest Group made up 0.02% of Sumitomo Mitsui Trust Group's portfolio in Q2 2026, its #550 holding.
  • Sumitomo Mitsui Trust Group first reported a position in Everest Group in Q1 2022 and has held it in 18 quarters since.
  • Sumitomo Mitsui Trust Group's Everest Group position peaked at $67.4M in Q1 2022.
  • 233 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q2 2026, filed 30 Jul 2026.