Jeremy Grantham's EG Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 45,091 shares of Everest Group, Ltd. (EG) worth $15.3 M, representing 0.04% of the portfolio. First purchased in 2015-Q3, this medium-term investment has been held for 18 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in EG, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2016, adding 86,180 shares. Largest reduction occurred in Q3 2016, reducing 94,920 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Everest Group (EG) Holding Value Over Time
Track share changes against reported price movement
Quarterly Everest Group (EG) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +14,211 | Add 46.02% | 45,091 | $339.35 |
| Q3 2025 | +408 | Add 1.34% | 30,880 | $350.23 |
| Q2 2025 | -21,317 | Reduce 41.16% | 30,472 | $339.85 |
| Q1 2025 | +1,573 | Add 3.13% | 51,789 | $363.33 |
| Q4 2024 | +13,650 | Add 37.33% | 50,216 | $362.46 |
| Q3 2024 | +20,948 | Add 134.13% | 36,566 | $391.83 |
| Q2 2024 | +15,618 | New Buy | 15,618 | $381.02 |
| Q1 2018 | -1,400 | Sold Out | 0 | $0.00 |
| Q4 2017 | -25,904 | Reduce 94.87% | 1,400 | $221.43 |
| Q3 2017 | -31,300 | Reduce 53.41% | 27,304 | $228.39 |
| Q2 2017 | -16,100 | Reduce 21.55% | 58,604 | $254.59 |
| Q1 2017 | -19,435 | Reduce 20.65% | 74,704 | $233.82 |
| Q4 2016 | -48,895 | Reduce 34.18% | 94,139 | $216.40 |
| Q3 2016 | -94,920 | Reduce 39.89% | 143,034 | $189.97 |
| Q2 2016 | +43,904 | Add 22.63% | 237,954 | $182.67 |
| Q1 2016 | +86,180 | Add 79.89% | 194,050 | $197.43 |
| Q4 2015 | +12,500 | Add 13.11% | 107,870 | $183.09 |
| Q3 2015 | +95,370 | New Buy | 95,370 | $173.34 |
Jeremy Grantham's Everest Group Investment FAQs
Jeremy Grantham first purchased Everest Group, Ltd. (EG) in Q3 2015, acquiring 95,370 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held Everest Group, Ltd. (EG) for 18 quarters since Q3 2015.
Jeremy Grantham's largest addition to Everest Group, Ltd. (EG) was in Q3 2015, adding 95,370 shares worth $16.53 M.
According to the latest 13F filing for Q4 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 45,091 shares of Everest Group, Ltd. (EG), valued at approximately $15.3 M.
As of the Q4 2025 filing, Everest Group, Ltd. (EG) represents approximately 0.04% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in Everest Group, Ltd. (EG) was 237,954 shares, as reported at the end of Q2 2016.