V-Square Quantitative Management’s Everest Group EG Stock Holding History

V-Square Quantitative 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	$354K	Buy	992 +24	+2%	+$8.22K	0.03%	410
2026 Q1	$316K	Buy	968 +37	+4%	+$12.2K	0.03%	419
2025 Q4	$316K	Buy	+931	New	+$307K	0.03%	413
2025 Q3	–	Sell	-946	Closed	-$321K	–	287
2025 Q2	$321K	Buy	946 +172	+22%	+$59.3K	0.04%	393
2025 Q1	$281K	Sell	774 -10	-1%	-$3.53K	0.04%	420
2024 Q4	$284K	Buy	784 +17	+2%	+$6.37K	0.04%	424
2024 Q3	$301K	Buy	767 +58	+8%	+$22.1K	0.04%	417
2024 Q2	$270K	Sell	709 -22	-3%	-$8.32K	0.04%	387
2024 Q1	$291K	Buy	731 +179	+32%	+$67.1K	0.04%	387
2023 Q4	$195K	Hold	552	–	–	0.03%	478
2023 Q3	$205K	Buy	+552	New	+$200K	0.09%	316

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

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

GWI

Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

V-Square Quantitative Management's EG Position: Q2 2026 in Review

V-Square Quantitative Management increased its Everest Group (EG) stake by 2.5% in Q2 2026, buying an estimated $8.22K and bringing the position to 992 shares worth $354K. The position accounts for 0.03% of the portfolio, ranked #410.

V-Square Quantitative Management first reported a position in EG in Q3 2023 and has held it in 11 quarters since. 210 funds tracked by Wall St. Rank hold EG as of Q2 2026.

V-Square Quantitative Management held 992 shares of Everest Group worth $354K as of Q2 2026.
V-Square Quantitative Management bought 24 Everest Group shares in Q2 2026, an estimated $8.22K.
Everest Group made up 0.03% of V-Square Quantitative Management's portfolio in Q2 2026, its #410 holding.
V-Square Quantitative Management first reported a position in Everest Group in Q3 2023 and has held it in 11 quarters since.
210 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on V-Square Quantitative Management's 13F filing for Q2 2026, filed 27 Jul 2026.