Swiss Life Asset Management’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.04M | Buy |
+8,516
| New | +$2.92M | 0.01% | 536 |
|
|
2026
Q1 | – | Sell |
-7,833
| Closed | -$2.66M | – | 1537 |
|
|
2025
Q4 | $2.66M | Buy |
7,833
+184
| +2% | +$60.8K | 0.01% | 521 |
|
|
2025
Q3 | $2.68M | Buy |
7,649
+2,034
| +36% | +$687K | 0.01% | 523 |
|
|
2025
Q2 | $1.91M | Buy |
5,615
+847
| +18% | +$292K | 0.01% | 558 |
|
|
2025
Q1 | $1.73M | Sell |
4,768
-117
| -2% | -$41.3K | 0.01% | 523 |
|
|
2024
Q4 | $1.77M | Buy |
4,885
+1,620
| +50% | +$607K | 0.01% | 492 |
|
|
2024
Q3 | $1.28M | Buy |
3,265
+1,497
| +85% | +$570K | 0.01% | 438 |
|
|
2024
Q2 | $674K | Buy |
1,768
+909
| +106% | +$344K | 0.01% | 466 |
|
|
2024
Q1 | $341K | Sell |
859
-6,977
| -89% | -$2.62M | ﹤0.01% | 502 |
|
|
2023
Q4 | $2.77M | Sell |
7,836
-4,419
| -36% | -$1.71M | 0.03% | 396 |
|
|
2023
Q3 | $4.55M | Buy |
12,255
+9,863
| +412% | +$3.58M | 0.07% | 309 |
|
|
2023
Q2 | $818K | Buy |
2,392
+1,101
| +85% | +$398K | 0.01% | 541 |
|
|
2023
Q1 | $462K | Buy |
1,291
+86
| +7% | +$30.9K | 0.01% | 571 |
|
|
2022
Q4 | $401K | Buy |
+1,205
| New | +$375K | 0.01% | 550 |
|
|
2022
Q3 | – | Sell |
-419
| Closed | -$118K | – | 601 |
|
|
2022
Q2 | $118K | Sell |
419
-7,389
| -95% | -$2.09M | ﹤0.01% | 615 |
|
|
2022
Q1 | $2.35M | Buy |
+7,808
| New | +$2.24M | 0.03% | 400 |
|
|
2021
Q4 | – | Sell |
-10,016
| Closed | -$2.51M | – | 552 |
|
|
2021
Q3 | $2.51M | Buy |
10,016
+1,971
| +24% | +$506K | 0.03% | 398 |
|
|
2021
Q2 | $5.25M | Buy |
+8,045
| New | +$2.09M | 0.05% | 314 |
|
|
2020
Q3 | – | Sell |
-2,512
| Closed | -$518K | – | 486 |
|
|
2020
Q2 | $518K | Buy |
+2,512
| New | +$489K | 0.01% | 416 |
|
|
2018
Q4 | – | Sell |
-15,021
| Closed | -$3.43M | – | 275 |
|
|
2018
Q3 | $3.43M | Buy |
15,021
+6,000
| +67% | +$1.34M | 0.05% | 234 |
|
|
2018
Q2 | $2.08M | Sell |
9,021
-569
| -6% | -$134K | 0.03% | 290 |
|
|
2018
Q1 | $2.46M | Buy |
+9,590
| New | +$2.3M | 0.04% | 264 |
|
|
2017
Q4 | – | Sell |
-16,159
| Closed | -$3.69M | – | 493 |
|
|
2017
Q3 | $3.69M | Sell |
16,159
-4,221
| -21% | -$1.06M | 0.1% | 139 |
|
|
2017
Q2 | $5.19M | Sell |
20,380
-3,998
| -16% | -$987K | 0.13% | 113 |
|
|
2017
Q1 | $5.7M | Buy |
24,378
+10,077
| +70% | +$2.3M | 0.15% | 102 |
|
|
2016
Q4 | $3.09M | Buy |
14,301
+5,485
| +62% | +$1.13M | 0.1% | 126 |
|
|
2016
Q3 | $1.67M | Buy |
+8,816
| New | +$1.66M | 0.06% | 165 |
|
|
2016
Q2 | – | Sell |
-11,027
| Closed | -$2.18M | – | 328 |
|
|
2016
Q1 | $2.18M | Buy |
+11,027
| New | +$2.04M | 0.09% | 119 |
|
Other funds holding EG
VVP
Swiss Life Asset Management's EG Position: Q2 2026 in Review
Swiss Life Asset Management opened a new position in Everest Group (EG) in Q2 2026: 8,516 shares worth $3.04M. The stake represents 0.01% of the portfolio and ranks #536 among its holdings. This is a return to the name: Swiss Life Asset Management previously reported a position in EG as recently as Q4 2025.
Swiss Life Asset Management first reported a position in EG in Q1 2016 and has held it in 28 quarters since. The position peaked at $5.7M in Q1 2017. 456 funds tracked by Wall St. Rank hold EG as of Q2 2026.
- Swiss Life Asset Management held 8,516 shares of Everest Group worth $3.04M as of Q2 2026.
- Everest Group was a new Swiss Life Asset Management position in Q2 2026.
- Everest Group made up 0.01% of Swiss Life Asset Management's portfolio in Q2 2026, its #536 holding.
- Swiss Life Asset Management first reported a position in Everest Group in Q1 2016 and has held it in 28 quarters since.
- Swiss Life Asset Management's Everest Group position peaked at $5.7M in Q1 2017.
- 456 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.
Based on Swiss Life Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.