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Everest Group (EG) Institutional Ownership

$362.60 +2.36 (+0.65%)
As of 01/17/2025 03:59 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for Everest Group (NYSE:EG)

Current
Institutional Ownership
Percentage
92.64%
Number of
Institutional Buyers
(last 12 months)
449
Total
Institutional Inflows
(last 12 months)
$7.80B
Number of
Institutional Sellers
(last 12 months)
176
Total
Institutional Outflows
(last 12 months)
$1.22B
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EG Institutional Buying and Selling by Quarter

Everest Group Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025Avior Wealth Management LLC257$93K0.0%+22.4%0.001%
1/17/2025Traynor Capital Management Inc.2,628$953K0.1%+31.6%0.006%
1/17/2025Janney Montgomery Scott LLC22,693$8.23M0.0%+152.0%0.053%
1/17/2025SG Americas Securities LLC2,570$932K0.0%-89.5%0.006%
1/17/2025Dakota Wealth Management1,945$705K0.0%+1.7%0.005%
1/17/2025Nisa Investment Advisors LLC14,311$5.19M0.0%-42.3%0.033%
1/17/2025Chesley Taft & Associates LLC2,027$735K0.0%-21.6%0.005%
1/16/2025Lmcg Investments LLC34,255$12.42M0.8%-0.2%0.080%
1/16/2025Crossmark Global Holdings Inc.4,745$1.72M0.0%+206.5%0.011%
1/16/2025Gilman Hill Asset Management LLC6,908$2.50M0.4%-1.4%0.016%
1/16/2025Polianta Ltd3,500$1.27M0.6%+20.7%0.008%
1/15/2025 HB Wealth Management LLC2,260$819K0.0%+16.7%0.005%
1/15/2025 Wedge Capital Management L L P NC8,636$3.13M0.1%+9.4%0.020%
1/15/2025 Empirical Asset Management LLC30,581$11.08M0.3%N/A0.071%
1/14/2025 Steph & Co.366$133K0.0%+10.6%0.001%
1/14/2025 Park Avenue Securities LLC3,758$1.36M0.0%-23.1%0.009%
1/14/2025 Assenagon Asset Management S.A.1,150$417K0.0%N/A0.003%
1/13/2025 Elevated Capital Advisors LLC2,193$795K0.2%+6.1%0.005%
1/13/2025 Wedmont Private Capital734$259K0.0%+15.0%0.002%
1/13/2025 Trust Co. of Toledo NA OH5,146$1.87M0.2%-1.9%0.012%
1/13/2025 Czech National Bank9,319$3.38M0.0%+5.7%0.022%
1/7/2025 Legend Financial Advisors Inc.1,860$674K0.5%+6.5%0.004%
1/7/2025 Diversified Trust Co5,323$1.93M0.0%-1.9%0.012%
1/6/2025 Nordea Investment Management AB3,526$1.28M0.0%-86.9%0.008%
1/3/2025 GAMMA Investing LLC545$198K0.0%-36.1%0.001%
12/26/2024JPMorgan Chase & Co.78,469$30.75M0.0%+19.5%0.183%
12/19/2024Principal Financial Group Inc.53,892$21.12M0.0%+5.5%0.125%
12/13/2024B. Riley Wealth Advisors Inc.1,497$589K0.0%-38.1%0.003%
12/12/2024SPX Gestao de Recursos Ltda17,828$6.99M0.9%N/A0.041%
12/6/2024Retirement Systems of Alabama9,473$3.71M0.0%-1.2%0.022%
11/27/2024Franklin Resources Inc.1,277,067$509.12M0.1%-0.4%2.971%
11/25/2024Synovus Financial Corp4,561$1.79M0.0%+116.4%0.011%
11/25/2024Tidal Investments LLC3,225$1.26M0.0%-29.2%0.008%
11/25/2024Wilmington Savings Fund Society FSB163$64K0.0%N/A0.000%
11/25/2024World Investment Advisors LLC892$350K0.0%N/A0.002%
11/25/2024Sanctuary Advisors LLC1,366$531K0.0%+7.0%0.003%
11/25/2024Pine Valley Investments Ltd Liability Co6,510$2.55M0.2%N/A0.015%
11/21/2024Te Ahumairangi Investment Management Ltd36,095$14.06M2.5%+13.4%0.084%
11/18/2024Teachers Retirement System of The State of Kentucky3,156$1.24M0.0%-8.7%0.007%
11/18/2024Toronto Dominion Bank21,585$8.46M0.0%+1.0%0.050%
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11/18/2024Coldstream Capital Management Inc.701$272K0.0%+12.2%0.002%
11/16/2024Geode Capital Management LLC1,155,760$453.82M0.0%+1.4%2.689%
11/15/2024Brophy Wealth Management LLC1,912$749K0.3%N/A0.004%
11/15/2024M&T Bank Corp2,616$1.03M0.0%-23.1%0.006%
11/15/2024Continuum Advisory LLC9,453$3.47M0.4%+10.4%0.022%
11/15/2024Peloton Wealth Strategists1,060$415K0.2%+48.3%0.002%
11/15/2024Public Employees Retirement System of Ohio19,461$7.63M0.0%N/A0.045%
11/15/2024Nomura Asset Management Co. Ltd.12,789$5.01M0.0%+0.7%0.030%
11/15/2024Y Intercept Hong Kong Ltd3,598$1.41M0.1%N/A0.008%
11/15/2024MML Investors Services LLC1,143$448K0.0%+35.1%0.003%
11/15/2024Orion Portfolio Solutions LLC2,129$834K0.0%-2.2%0.005%
11/15/2024World Investment Advisors LLC307,694$120.56M0.7%N/A0.716%
11/15/2024Zimmer Partners LP126,224$49.46M0.9%+26.2%0.294%
11/15/2024iSAM Funds UK Ltd4,031$1.58M0.9%+231.2%0.009%
11/15/2024National Bank of Canada FI1,542$604K0.0%-16.8%0.004%
11/15/2024EP Wealth Advisors LLC771$302K0.0%N/A0.002%
11/15/2024Wellington Management Group LLP2,205,733$864.27M0.2%-43.3%5.132%
11/15/2024Worldquant Millennium Advisors LLC994$389K0.0%N/A0.002%
11/15/2024Weiss Asset Management LP5,474$2.15M0.0%N/A0.013%
11/15/2024State Street Corp1,916,390$750.90M0.0%-0.8%4.459%
11/15/2024Stifel Financial Corp4,347$1.70M0.0%+3.9%0.010%
11/15/2024Systematic Financial Management LP104,235$40.84M1.0%+10.2%0.243%
11/15/2024Quadrature Capital Ltd2,448$959K0.0%N/A0.006%
11/15/2024Quantinno Capital Management LP9,311$3.65M0.0%+0.6%0.022%
11/15/2024Royal London Asset Management Ltd.38,173$14.96M0.0%+9.9%0.089%
11/15/2024Petrus Trust Company LTA2,015$790K0.1%N/A0.005%
11/15/2024Philadelphia Financial Management of San Francisco LLC42,340$16.59M2.6%N/A0.099%
11/15/2024Point72 DIFC Ltd4,487$1.76M0.1%N/A0.010%
11/15/2024Prana Capital Management LP156,881$61.47M2.8%-27.5%0.365%
11/15/2024NFC Investments LLC30,445$11.93M3.4%+0.2%0.071%
11/15/2024Ingalls & Snyder LLC4,664$1.83M0.1%+4.2%0.011%
11/15/2024Integrated Wealth Concepts LLC1,837$720K0.0%+96.1%0.004%
11/15/2024Investment Management Corp of Ontario1,428$560K0.0%+9.7%0.003%
11/15/2024Jacobs Levy Equity Management Inc.71,468$28.00M0.1%-19.2%0.166%
11/15/2024HighTower Advisors LLC2,349$923K0.0%-38.4%0.005%
11/15/2024Holocene Advisors LP23,651$9.27M0.0%N/A0.055%
11/15/2024Centiva Capital LP5,651$2.21M0.0%+18.6%0.013%
11/15/2024Chevy Chase Trust Holdings LLC23,231$9.10M0.0%-2.3%0.054%
11/15/2024Ascent Group LLC687$269K0.0%+17.2%0.002%
11/15/2024Point72 Hong Kong Ltd7,673$3.01M0.2%N/A0.018%
11/15/2024Erste Asset Management GmbH1,100$435K0.0%N/A0.003%
11/14/2024BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp7,251$2.84M0.0%-13.0%0.017%
11/14/2024Edgestream Partners L.P.1,869$732K0.0%-64.4%0.004%
11/14/2024Verition Fund Management LLC3,558$1.39M0.0%+43.7%0.008%
11/14/2024Captrust Financial Advisors2,326$911K0.0%-13.4%0.005%
11/14/2024Martingale Asset Management L P60,247$23.61M0.5%-3.8%0.140%
11/14/2024Northwest & Ethical Investments L.P.35,582$13.94M0.4%+4.8%0.083%
11/14/2024Vinva Investment Management Ltd10,866$4.29M0.2%N/A0.025%
11/14/2024UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC308,155$120.74M0.0%+442.4%0.717%
11/14/2024Public Sector Pension Investment Board7,544$2.96M0.0%+2.7%0.018%
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11/14/2024Zurcher Kantonalbank Zurich Cantonalbank35,857$14.05M0.0%-9.9%0.083%
11/14/2024MetLife Investment Management LLC11,567$4.53M0.0%-2.9%0.027%
11/14/2024Blueshift Asset Management LLC619$243K0.1%-28.1%0.001%
11/13/2024Glenmede Trust Co. NA29,779$11.67M0.1%-1.3%0.069%
11/13/2024Bridgewater Associates LP27,297$10.70M0.1%+16.3%0.064%
11/13/2024Transamerica Financial Advisors Inc.531$208K0.0%+4,325.0%0.001%
11/13/2024BNP Paribas Financial Markets114,712$44.95M0.0%+151.9%0.267%
11/13/2024 Brooklyn Investment Group100$39K0.0%N/A0.000%
11/13/2024Quantbot Technologies LP3,396$1.33M0.1%+48.2%0.008%
11/13/2024Prospector Partners LLC43,501$17.05M1.8%+0.5%0.101%
(Data available from 1/1/2016 forward)

EG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of EG shares?

During the previous two years, 504 institutional investors and hedge funds held shares of Everest Group. The most heavily invested institutionals were Vanguard Group Inc. ($2.12B), Wellington Management Group LLP ($864.27M), State Street Corp ($750.90M), Franklin Resources Inc. ($509.12M), Boston Partners ($475.75M), Geode Capital Management LLC ($453.82M), and AQR Capital Management LLC ($393.40M).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 457 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. ($5.33M), Wellington Management Group LLP ($2.13M), Boston Partners ($1.20M), Franklin Resources Inc. ($1.06M), Norges Bank ($572.07K), Dimensional Fund Advisors LP ($529.20K), and Massachusetts Financial Services Co. MA ($497.80K).

How much institutional buying is happening at Everest Group?

Institutional investors have bought a total of 21,794,531 shares in the last 24 months. This purchase volume represents approximately $7.83B in transactions.

Which Everest Group major shareholders have been selling company stock?

Of the 176 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 ($1.68M), Los Angeles Capital Management LLC ($272.99K), KBC Group NV ($192.89K), Allspring Global Investments Holdings LLC ($74.80K), Prana Capital Management LP ($59.48K), Squarepoint Ops LLC ($58.08K), and BNP Paribas Financial Markets ($50.39K).

How much institutional selling is happening at Everest Group?

Institutional investors have sold a total of 3,118,691 shares in the last 24 months. This volume of shares sold represents approximately $1.22B in transactions.



This page (NYSE:EG) was last updated on 1/20/2025 by MarketBeat.com Staff
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