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Te Ahumairangi Investment Management’s Everest Group EG Stock Holding History

Te Ahumairangi Investment 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 		$19.6M Buy
54,839
+1,659
+3% +$568K 3.16% 5
2026
Q1 		$17.4M Buy
53,180
+7,920
+17% +$2.61M 2.91% 5
2025
Q4 		$15.4M Sell
45,260
-2,680
-6% -$885K 2.75% 5
2025
Q3 		$16.8M Buy
47,940
+6,344
+15% +$2.14M 2.85% 5
2025
Q2 		$14.1M Buy
41,596
+5,666
+16% +$1.95M 2.53% 5
2025
Q1 		$13.1M Buy
35,930
+350
+1% +$124K 2.76% 5
2024
Q4 		$12.9M Sell
35,580
-515
-1% -$193K 2.7% 5
2024
Q3 		$14.1M Buy
36,095
+4,255
+13% +$1.62M 2.49% 5
2024
Q2 		$12.1M Buy
31,840
+1,145
+4% +$433K 2.33% 6
2024
Q1 		$12.2M Buy
30,695
+1,840
+6% +$690K 2.12% 10
2023
Q4 		$10.2M Sell
28,855
-1,887
-6% -$731K 1.93% 11
2023
Q3 		$11.4M Sell
30,742
-6,585
-18% -$2.39M 1.86% 12
2023
Q2 		$12.8M Buy
37,327
+1,535
+4% +$554K 1.74% 16
2023
Q1 		$12.8M Buy
35,792
+405
+1% +$146K 1.84% 11
2022
Q4 		$11.7M Sell
35,387
-6,591
-16% -$2.05M 1.83% 10
2022
Q3 		$11M Buy
41,978
+1,090
+3% +$295K 1.87% 8
2022
Q2 		$11.5M Sell
40,888
-1,385
-3% -$392K 1.73% 11
2022
Q1 		$12.7M Sell
42,273
-1,335
-3% -$384K 1.73% 12
2021
Q4 		$11.9M Sell
43,608
-1,830
-4% -$495K 1.54% 16
2021
Q3 		$11.4M Sell
45,438
-2,774
-6% -$711K 1.57% 16
2021
Q2 		$12.2M Sell
48,212
-2,504
-5% -$652K 1.59% 16
2021
Q1 		$12.6M Buy
50,716
+188
+0.4% +$44.8K 1.61% 14
2020
Q4 		$11.8M Buy
50,528
+4,989
+11% +$1.1M 1.64% 13
2020
Q3 		$9M Buy
+45,539
New +$9.75M 1.53% 19

Other funds holding EG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
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
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Te Ahumairangi Investment Management's EG Position: Q2 2026 in Review

Te Ahumairangi Investment Management increased its Everest Group (EG) stake by 3.1% in Q2 2026, buying an estimated $568K and bringing the position to 54,839 shares worth $19.6M. The position accounts for 3.16% of the portfolio, ranked #5.

Te Ahumairangi Investment Management first reported a position in EG in Q3 2020 and has held it in 24 quarters since. 690 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Te Ahumairangi Investment Management held 54,839 shares of Everest Group worth $19.6M as of Q2 2026.
  • Te Ahumairangi Investment Management bought 1,659 Everest Group shares in Q2 2026, an estimated $568K.
  • Everest Group made up 3.16% of Te Ahumairangi Investment Management's portfolio in Q2 2026, its #5 holding.
  • Te Ahumairangi Investment Management first reported a position in Everest Group in Q3 2020 and has held it in 24 quarters since.
  • 690 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Te Ahumairangi Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.