Thompson Investment Management’s Everest Group EG Stock Holding History

Thompson 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	$37.2K	Hold	104	–	–	﹤0.01%	312
2026 Q1	$34K	Hold	104	–	–	﹤0.01%	318
2025 Q4	$35.3K	Hold	104	–	–	﹤0.01%	315
2025 Q3	$36.4K	Hold	104	–	–	﹤0.01%	316
2025 Q2	$35.3K	Hold	104	–	–	0.01%	317
2025 Q1	$37.8K	Hold	104	–	–	0.01%	297
2024 Q4	$37.7K	Hold	104	–	–	0.01%	304
2024 Q3	$40.8K	Hold	104	–	–	0.01%	280
2024 Q2	$39.6K	Hold	104	–	–	0.01%	277
2024 Q1	$41.3K	Hold	104	–	–	0.01%	282
2023 Q4	$36.8K	Hold	104	–	–	0.01%	255
2023 Q3	$38.7K	Hold	104	–	–	0.01%	252
2023 Q2	$35.6K	Hold	104	–	–	0.01%	266
2023 Q1	$37.2K	Buy	+104	New	+$37.4K	0.01%	268

Other funds holding EG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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 Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Thompson Investment Management's EG Position: Q2 2026 in Review

Thompson Investment Management held its Everest Group (EG) position steady in Q2 2026 at 104 shares worth $37.2K. The position accounts for ﹤0.01% of the portfolio, ranked #312.

Thompson Investment Management first reported a position in EG in Q1 2023 and has held it in 14 quarters since. The position peaked at $41.3K in Q1 2024. 686 funds tracked by Wall St. Rank hold EG as of Q2 2026.

Thompson Investment Management held 104 shares of Everest Group worth $37.2K as of Q2 2026.
Thompson Investment Management left its Everest Group share count unchanged in Q2 2026.
Everest Group made up ﹤0.01% of Thompson Investment Management's portfolio in Q2 2026, its #312 holding.
Thompson Investment Management first reported a position in Everest Group in Q1 2023 and has held it in 14 quarters since.
Thompson Investment Management's Everest Group position peaked at $41.3K in Q1 2024.
686 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Thompson Investment Management's 13F filing for Q2 2026, filed 13 Jul 2026.