Trust Company of Toledo’s Everest Group EG Stock Holding History

Trust Company of Toledo’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	$1.84M	Hold	5,146	–	–	0.15%	125
2026 Q1	$1.68M	Hold	5,146	–	–	0.16%	125
2025 Q4	$1.75M	Hold	5,146	–	–	0.17%	111
2025 Q3	$1.8M	Hold	5,146	–	–	0.18%	109
2025 Q2	$1.75M	Hold	5,146	–	–	0.19%	109
2025 Q1	$1.87M	Hold	5,146	–	–	0.25%	96
2024 Q4	$1.87M	Sell	5,146 -100	-2%	-$37.5K	0.24%	92
2024 Q3	$2.06M	Hold	5,246	–	–	0.28%	82
2024 Q2	$2M	Hold	5,246	–	–	0.29%	78
2024 Q1	$2.09M	Sell	5,246 -183	-3%	-$68.6K	0.33%	72
2023 Q4	$1.92M	Hold	5,429	–	–	0.33%	74
2023 Q3	$2.02M	Sell	5,429 -157	-3%	-$57K	0.4%	66
2023 Q2	$1.91M	Sell	5,586 -200	-3%	-$72.2K	0.32%	74
2023 Q1	$2.07M	Sell	5,786 -10	-0.2%	-$3.59K	0.37%	65
2022 Q4	$1.92K	Hold	5,796	–	–	0.36%	68
2022 Q3	$1.52M	Sell	5,796 -14	-0.2%	-$3.79K	0.3%	77
2022 Q2	$1.63M	Hold	5,810	–	–	0.29%	83
2022 Q1	$1.75M	Sell	5,810 -6	-0.1%	-$1.72K	0.27%	85
2021 Q4	$1.59M	Sell	5,816 -10	-0.2%	-$2.7K	0.24%	89
2021 Q3	$1.46M	Sell	5,826 -78	-1%	-$20K	0.24%	89
2021 Q2	$1.49M	Sell	5,904 -6	-0.1%	-$1.56K	0.25%	88
2021 Q1	$1.46M	Sell	5,910 -2	-0%	-$476	0.26%	86
2020 Q4	$1.38M	Hold	5,912	–	–	0.27%	84
2020 Q3	$1.17M	Sell	5,912 -47	-0.8%	-$10.1K	0.26%	85
2020 Q2	$1.23M	Sell	5,959 -503	-8%	-$98K	0.29%	77
2020 Q1	$1.24M	Sell	6,462 -2	-0%	-$511	0.34%	75
2019 Q4	$1.79M	Hold	6,464	–	–	0.42%	66
2019 Q3	$1.72M	Sell	6,464 -50	-0.8%	-$12.6K	0.42%	64
2019 Q2	$1.61M	Sell	6,514 -1,668	-20%	-$400K	0.4%	68
2019 Q1	$1.77M	Hold	8,182	–	–	0.45%	59
2018 Q4	$1.78M	Hold	8,182	–	–	0.5%	53
2018 Q3	$1.87M	Sell	8,182 -7	-0.1%	-$1.57K	0.48%	57
2018 Q2	$1.89M	Hold	8,189	–	–	0.5%	56
2018 Q1	$2.1M	Hold	8,189	–	–	0.56%	48
2017 Q4	$1.81M	Buy	8,189 +7	+0.1%	+$1.58K	0.45%	63
2017 Q3	$1.87M	Sell	8,182 -95	-1%	-$23.9K	0.47%	60
2017 Q2	$2.11M	Sell	8,277 -75	-0.9%	-$18.5K	0.55%	53
2017 Q1	$1.95M	Sell	8,352 -100	-1%	-$22.8K	0.53%	52
2016 Q4	$1.83M	Hold	8,452	–	–	0.51%	55
2016 Q3	$1.61M	Hold	8,452	–	–	0.46%	62
2016 Q2	$1.54M	Sell	8,452 -50	-0.6%	-$9.19K	0.44%	65
2016 Q1	$1.68M	Hold	8,502	–	–	0.5%	51
2015 Q4	$1.56M	Sell	8,502 -40	-0.5%	-$7.27K	0.48%	55
2015 Q3	$1.48M	Hold	8,542	–	–	0.47%	56
2015 Q2	$1.55M	Hold	8,542	–	–	0.45%	59
2015 Q1	$1.49M	Hold	8,542	–	–	0.44%	65
2014 Q4	$1.46M	Buy	8,542 +25	+0.3%	+$4.22K	0.44%	64
2014 Q3	$1.38M	Hold	8,517	–	–	0.45%	56
2014 Q2	$1.37M	Sell	8,517 -475	-5%	-$75.2K	0.4%	67
2014 Q1	$1.38M	Hold	8,992	–	–	0.42%	65
2013 Q4	$1.4M	Sell	8,992 -100	-1%	-$15.3K	0.45%	57
2013 Q3	$1.32M	Sell	9,092 -100	-1%	-$13.6K	0.47%	54
2013 Q2	$1.18M	Buy	+9,192	New	+$1.19M	0.44%	59

Other funds holding EG

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return

Trust Company of Toledo's EG Position: Q2 2026 in Review

Trust Company of Toledo held its Everest Group (EG) position steady in Q2 2026 at 5,146 shares worth $1.84M. The position accounts for 0.15% of the portfolio, ranked #125.

Trust Company of Toledo first reported a position in EG in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.11M in Q2 2017. 233 funds tracked by Wall St. Rank hold EG as of Q2 2026.

Trust Company of Toledo held 5,146 shares of Everest Group worth $1.84M as of Q2 2026.
Trust Company of Toledo left its Everest Group share count unchanged in Q2 2026.
Everest Group made up 0.15% of Trust Company of Toledo's portfolio in Q2 2026, its #125 holding.
Trust Company of Toledo first reported a position in Everest Group in Q2 2013 and has held it in 53 quarters since.
Trust Company of Toledo's Everest Group position peaked at $2.11M in Q2 2017.
233 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Trust Company of Toledo's 13F filing for Q2 2026, filed 16 Jul 2026.