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Everest Group (EG) Institutional Ownership

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$350.20 -2.82 (-0.80%)
Closing price 03:59 PM Eastern
Extended Trading
$348.58 -1.62 (-0.46%)
As of 04:28 PM Eastern
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Institutional Ownership Changes (13F Filings) for Everest Group (NYSE:EG)

Current
Institutional Ownership
Percentage
92.64%
Number of
Institutional Buyers
(last 12 months)
421
Total
Institutional Inflows
(last 12 months)
$3.26B
Number of
Institutional Sellers
(last 12 months)
271
Total
Institutional Outflows
(last 12 months)
$2.44B
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EG Institutional Buying and Selling by Quarter

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Everest Group Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/15/2025GPS Wealth Strategies Group LLC92$33K0.0%-28.7%0.000%
4/15/2025Fifth Third Bancorp1,151$418K0.0%+18.1%0.002%
4/15/2025Rowlandmiller & PARTNERS.ADV1,265$460K0.1%-2.3%0.003%
4/15/2025CX Institutional482$175K0.0%N/A0.001%
4/15/2025Assenagon Asset Management S.A.1,220$443K0.0%+6.1%0.003%
4/15/2025Handelsbanken Fonder AB6,416$2.33M0.0%+0.8%0.013%
4/15/2025SG Americas Securities LLC5,842$2.12M0.0%+127.3%0.012%
4/15/2025Simplicity Wealth LLC621$226K0.0%N/A0.001%
4/15/2025 GAMMA Investing LLC480$174K0.0%-11.9%0.001%
4/14/2025 Yousif Capital Management LLC5,389$1.96M0.0%-1.3%0.011%
4/14/2025 Bruce G. Allen Investments LLC154$56K0.0%+79.1%0.000%
4/14/2025 Farther Finance Advisors LLC782$286K0.0%+305.2%0.002%
4/14/2025 Wedge Capital Management L L P NC9,871$3.59M0.1%+14.3%0.021%
4/14/2025 OLD National Bancorp IN2,007$729K0.0%-27.7%0.004%
4/11/2025 Curat Global LLC1,601$549K0.7%N/A0.003%
4/11/2025 Vest Financial LLC78,221$28.42M0.4%+1,041.9%0.164%
4/10/2025 Chesley Taft & Associates LLC1,772$644K0.0%-12.6%0.004%
4/10/2025 Lmcg Investments LLC32,337$11.75M0.8%-5.6%0.068%
4/10/2025 Gilman Hill Asset Management LLC7,003$2.55M0.4%+1.4%0.015%
4/10/2025 LS Investment Advisors LLC23,592$8.57M1.3%-1.7%0.049%
4/9/2025 Sentry Investment Management LLC125$45K0.0%-22.8%0.000%
4/9/2025 RFG Advisory LLC758$275K0.0%N/A0.002%
4/9/2025 Merit Financial Group LLC1,410$512K0.0%N/A0.003%
4/9/2025 Czech National Bank9,871$3.59M0.0%+5.9%0.021%
4/8/2025 Rhumbline Advisers82,192$29.86M0.0%+8.3%0.191%
4/8/2025 Somerset Trust Co785$285K0.1%+38.0%0.002%
4/8/2025 Delphi Management Inc. MA3,938$1.43M1.5%-7.8%0.009%
4/7/2025 GAMMA Investing LLC174,398$63.36M0.0%+31,899.6%0.406%
4/3/2025 Versant Capital Management Inc439$160K0.0%+82.9%0.001%
4/3/2025 First Hawaiian Bank1,605$583K0.0%+15.3%0.004%
3/18/2025California State Teachers Retirement System63,962$23.18M0.0%+0.1%0.149%
3/17/2025Wealth Enhancement Advisory Services LLC4,680$1.70M0.0%+12.4%0.011%
3/14/2025Lansforsakringar Fondforvaltning AB publ 10,244$3.71M0.0%N/A0.024%
2/28/2025Park Square Financial Group LLC288$104K0.1%N/A0.001%
2/28/2025Universal Beteiligungs und Servicegesellschaft mbH34,755$12.60M0.0%N/A0.081%
2/27/2025Talaria Asset Management Pty Ltd78,400$28.42M7.3%N/A0.182%
2/27/2025Jefferies Financial Group Inc.13,162$4.77M0.0%N/A0.031%
2/26/2025Capital A Wealth Management LLC379$137K0.2%N/A0.001%
2/26/2025Sculati Wealth Management LLC1,143$414K0.2%+47.5%0.003%
2/21/2025Ascent Group LLC594$215K0.0%-13.5%0.001%
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2/20/2025Mackenzie Financial Corp100,753$36.52M0.0%+2.9%0.234%
2/19/2025Toronto Dominion Bank23,015$8.34M0.0%+6.6%0.054%
2/19/2025Public Employees Retirement System of Ohio21,949$7.96M0.0%+12.8%0.051%
2/18/2025Sunbelt Securities Inc.80$29K0.0%N/A0.000%
2/18/2025Continuum Advisory LLC9,945$3.61M0.5%+5.2%0.023%
2/17/2025UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC338,046$122.53M0.0%+9.7%0.787%
2/17/2025USS Investment Management Ltd3,853$1.40M0.0%-49.1%0.009%
2/17/2025Voloridge Investment Management LLC122,872$44.54M0.2%+103.4%0.286%
2/17/2025Worldquant Millennium Advisors LLC2,077$753K0.0%+109.0%0.005%
2/17/2025Zimmer Partners LP137,500$49.84M0.9%+8.9%0.320%
2/17/2025Vident Advisory LLC8,956$3.25M0.1%N/A0.021%
2/17/2025Sone Capital Management LLC27,160$9.84M1.2%N/A0.063%
2/17/2025Two Sigma Advisers LP68,400$24.79M0.1%+230.4%0.159%
2/17/2025Two Sigma Investments LP146,888$53.24M0.1%+52.6%0.342%
2/17/2025Tidal Investments LLC3,373$1.22M0.0%+4.6%0.008%
2/17/2025Teza Capital Management LLC46,107$16.71M2.5%+992.8%0.107%
2/17/2025TrinityPoint Wealth LLC789$286K0.0%-10.4%0.002%
2/17/2025State of Wyoming1,663$603K0.1%+117.1%0.004%
2/17/2025Toronto Dominion Bank23,015$8.34M0.0%+6.6%0.054%
2/17/2025Systematic Financial Management LP107,319$38.90M1.0%+3.0%0.250%
2/17/2025Shay Capital LLC4,500$1.63M0.2%N/A0.010%
2/17/2025Shell Asset Management Co.10,491$3.80M0.2%-1.9%0.024%
2/17/2025Royal Bank of Canada110,183$39.94M0.0%+26.4%0.256%
2/17/2025Rafferty Asset Management LLC15,174$5.50M0.0%+3.4%0.035%
2/17/2025Point72 Asia Singapore Pte. Ltd.2,511$910K0.2%N/A0.006%
2/17/2025Point72 Asset Management L.P.152,712$55.35M0.1%N/A0.355%
2/17/2025Polar Capital Holdings Plc368,750$133.66M0.7%+2.4%0.858%
2/17/2025Prana Capital Management LP97,285$35.26M1.7%-38.0%0.226%
2/17/2025ProShare Advisors LLC13,288$4.82M0.0%+12.4%0.031%
2/17/2025Quantinno Capital Management LP11,598$4.20M0.0%+24.6%0.027%
2/17/2025Mufg Securities Americas Inc.635$230K0.0%N/A0.001%
2/17/2025Pathstone Holdings LLC44,662$16.19M0.1%-0.5%0.104%
2/17/2025Man Group plc159,199$57.70M0.2%+42.5%0.370%
2/17/2025Nissay Asset Management Corp Japan ADV5,315$1.91M0.0%+0.7%0.012%
2/17/2025Nomura Holdings Inc.1,420$515K0.0%N/A0.003%
2/17/2025Nuveen Asset Management LLC596,955$216.37M0.1%-22.8%1.389%
2/17/2025Numerai GP LLC13,619$4.94M1.4%N/A0.032%
2/17/2025OMERS ADMINISTRATION Corp5,409$1.96M0.0%-21.6%0.013%
2/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.4,768$1.73M0.0%+5.5%0.011%
2/17/2025Lazard Asset Management LLC28,296$10.26M0.0%-55.0%0.066%
2/17/2025Lighthouse Investment Partners LLC31,014$11.24M0.4%+59.6%0.072%
2/17/2025Investment Management Corp of Ontario1,228$445K0.0%-14.0%0.003%
2/17/2025Jacobs Levy Equity Management Inc.82,617$29.95M0.1%+15.6%0.192%
2/17/2025Janus Henderson Group PLC5,003$1.81M0.0%-10.7%0.012%
2/17/2025Jefferies Financial Group Inc.13,162$4.77M0.0%N/A0.031%
2/17/2025Gotham Asset Management LLC2,617$949K0.0%+13.3%0.006%
2/17/2025Graham Capital Management L.P.2,022$733K0.0%+146.9%0.005%
2/17/2025Focus Partners Wealth11,548$4.19M0.0%-81.8%0.027%
2/17/2025Ensign Peak Advisors Inc15,936$5.78M0.0%-4.7%0.037%
2/17/2025Ethic Inc.5,122$1.86M0.0%+35.2%0.012%
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2/17/2025Frontier Capital Management Co. LLC51,815$18.78M0.2%+3.2%0.121%
2/17/2025D. E. Shaw & Co. Inc.14,050$5.09M0.0%N/A0.033%
2/17/2025Deutsche Bank AG232,730$84.36M0.0%+28.4%0.541%
2/17/2025Deprince Race & Zollo Inc.92,745$33.62M0.7%+67.3%0.216%
2/17/2025EP Wealth Advisors LLC728$264K0.0%-5.6%0.002%
2/17/2025Colonial Trust Co SC597$216K0.0%+141.7%0.001%
2/17/2025Cornerstone Select Advisors LLC1,244$451K0.4%N/A0.003%
2/17/2025Cetera Investment Advisers2,771$1.00M0.0%-47.3%0.006%
2/17/2025Centiva Capital LP2,035$738K0.0%-64.0%0.005%
2/17/2025Captrust Financial Advisors2,588$938K0.0%+11.3%0.006%
(Data available from 1/1/2016 forward)

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EG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of EG shares?

During the previous two years, 648 institutional investors and hedge funds held shares of Everest Group. The most heavily invested institutionals were Vanguard Group Inc. ($2.02B), State Street Corp ($750.90M), Wellington Management Group LLP ($592.41M), Norges Bank ($488.59M), Franklin Resources Inc. ($464.53M), Geode Capital Management LLC ($424.34M), and Vulcan Value Partners LLC ($354.77M).Learn more on EG's institutional investors.

What percentage of Everest Group stock is owned by institutional investors?

92.64% of Everest Group stock is owned by institutional investors. Learn more on EG's institutional investor holdings.

Which institutional investors have been buying Everest Group stock?

Of the 587 institutional investors that purchased Everest Group stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Vanguard Group Inc. ($5.38M), Wellington Management Group LLP ($2.13M), Norges Bank ($1.92M), Boston Partners ($1.20M), Franklin Resources Inc. ($1.06M), Vulcan Value Partners LLC ($720.57K), and Dimensional Fund Advisors LP ($542.34K).

How much institutional buying is happening at Everest Group?

Institutional investors have bought a total of 27,432,501 shares in the last 24 months. This purchase volume represents approximately $9.87B in transactions.

Which Everest Group major shareholders have been selling company stock?

Of the 271 institutional investors that sold Everest Group stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wellington Management Group LLP ($2.25M), Boston Partners ($698.32K), Los Angeles Capital Management LLC ($336.82K), KBC Group NV ($303.85K), First Trust Advisors LP ($285.84K), Clearbridge Investments LLC ($252.14K), and Nuveen Asset Management LLC ($175.88K).

How much institutional selling is happening at Everest Group?

Institutional investors have sold a total of 6,503,304 shares in the last 24 months. This volume of shares sold represents approximately $2.44B in transactions.



This page (NYSE:EG) was last updated on 4/15/2025 by MarketBeat.com Staff
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