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Uncommon Cents Investing’s Everest Group EG Stock Holding History

Uncommon Cents Investing’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 		$1.37M Buy
3,823
+10
+0.3% +$3.42K 0.3% 102
2026
Q1 		$1.25M Sell
3,813
-64
-2% -$21.1K 0.29% 101
2025
Q4 		$1.32M Buy
3,877
+18
+0.5% +$5.94K 0.32% 89
2025
Q3 		$1.35M Buy
3,859
+65
+2% +$21.9K 0.34% 88
2025
Q2 		$1.29M Buy
3,794
+8
+0.2% +$2.76K 0.35% 90
2025
Q1 		$1.38M Sell
3,786
-44
-1% -$15.5K 0.4% 79
2024
Q4 		$1.39M Buy
3,830
+20
+0.5% +$7.49K 0.41% 78
2024
Q3 		$1.49M Buy
3,810
+180
+5% +$68.6K 0.42% 73
2024
Q2 		$1.38M Buy
3,630
+191
+6% +$72.2K 0.43% 74
2024
Q1 		$1.37M Buy
3,439
+565
+20% +$212K 0.42% 73
2023
Q4 		$1.02M Buy
2,874
+310
+12% +$120K 0.34% 93
2023
Q3 		$953K Buy
2,564
+35
+1% +$12.7K 0.35% 86
2023
Q2 		$865K Buy
2,529
+30
+1% +$10.8K 0.31% 94
2023
Q1 		$895K Sell
2,499
-25
-1% -$8.98K 0.33% 90
2022
Q4 		$833K Sell
2,524
-35
-1% -$10.9K 0.31% 98
2022
Q3 		$672K Buy
2,559
+570
+29% +$154K 0.28% 100
2022
Q2 		$557K Buy
+1,989
New +$562K 0.22% 106

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

Uncommon Cents Investing's EG Position: Q2 2026 in Review

Uncommon Cents Investing increased its Everest Group (EG) stake by 0.26% in Q2 2026, buying an estimated $3.42K and bringing the position to 3,823 shares worth $1.37M. The position accounts for 0.3% of the portfolio, ranked #102.

Uncommon Cents Investing first reported a position in EG in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.49M in Q3 2024. 233 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Uncommon Cents Investing held 3,823 shares of Everest Group worth $1.37M as of Q2 2026.
  • Uncommon Cents Investing bought 10 Everest Group shares in Q2 2026, an estimated $3.42K.
  • Everest Group made up 0.3% of Uncommon Cents Investing's portfolio in Q2 2026, its #102 holding.
  • Uncommon Cents Investing first reported a position in Everest Group in Q2 2022 and has held it in 17 quarters since.
  • Uncommon Cents Investing's Everest Group position peaked at $1.49M in Q3 2024.
  • 233 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Uncommon Cents Investing's 13F filing for Q2 2026, filed 20 Jul 2026.