Everest Group (EG) Institutional Ownership

$356.64 +7.28 (+2.08%)

(As of 12/20/2024 05:16 PM ET)

Current Institutional Ownership Percentage: 92.64%
Number of Institutional Buyers (last 12 months): 454
Total Institutional Inflows (last 12 months): $7.80B

Number of Institutional Sellers (last 12 months): 170
Total Institutional Outflows (last 12 months): $1.19B

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EG Institutional Buying and Selling by Quarter

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Everest Group Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
12/19/2024	Principal Financial Group Inc.	53,892	$21.12M	0.0%	+5.5%	0.125%
12/13/2024	B. Riley Wealth Advisors Inc.	1,497	$589K	0.0%	-38.1%	0.003%
12/12/2024	SPX Gestao de Recursos Ltda	17,828	$6.99M	0.9%	N/A	0.041%
12/6/2024	Retirement Systems of Alabama	9,473	$3.71M	0.0%	-1.2%	0.022%
11/27/2024	Franklin Resources Inc.	1,277,067	$509.12M	0.1%	-0.4%	2.971%
11/25/2024	Synovus Financial Corp	4,561	$1.79M	0.0%	+116.4%	0.011%
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11/25/2024	Tidal Investments LLC	3,225	$1.26M	0.0%	-29.2%	0.008%
11/25/2024	Wilmington Savings Fund Society FSB	163	$64K	0.0%	N/A	0.000%
11/25/2024	World Investment Advisors LLC	892	$350K	0.0%	N/A	0.002%
11/25/2024	Sanctuary Advisors LLC	1,366	$531K	0.0%	+7.0%	0.003%
11/25/2024	Pine Valley Investments Ltd Liability Co	6,510	$2.55M	0.2%	N/A	0.015%
11/21/2024	Te Ahumairangi Investment Management Ltd	36,095	$14.06M	2.5%	+13.4%	0.084%
11/18/2024	Teachers Retirement System of The State of Kentucky	3,156	$1.24M	0.0%	-8.7%	0.007%
11/18/2024	Toronto Dominion Bank	21,585	$8.46M	0.0%	+1.0%	0.050%
11/18/2024	Coldstream Capital Management Inc.	701	$272K	0.0%	+12.2%	0.002%
11/16/2024	Geode Capital Management LLC	1,155,760	$453.82M	0.0%	+1.4%	2.689%
11/15/2024	Brophy Wealth Management LLC	1,912	$749K	0.3%	N/A	0.004%
11/15/2024	M&T Bank Corp	2,616	$1.03M	0.0%	-23.1%	0.006%
11/15/2024	Continuum Advisory LLC	9,453	$3.47M	0.4%	+10.4%	0.022%
11/15/2024	Peloton Wealth Strategists	1,060	$415K	0.2%	+48.3%	0.002%
11/15/2024	Public Employees Retirement System of Ohio	19,461	$7.63M	0.0%	N/A	0.045%
11/15/2024	Nomura Asset Management Co. Ltd.	12,789	$5.01M	0.0%	+0.7%	0.030%
11/15/2024	Y Intercept Hong Kong Ltd	3,598	$1.41M	0.1%	N/A	0.008%
11/15/2024	MML Investors Services LLC	1,143	$448K	0.0%	+35.1%	0.003%
11/15/2024	Orion Portfolio Solutions LLC	2,129	$834K	0.0%	-2.2%	0.005%
11/15/2024	World Investment Advisors LLC	307,694	$120.56M	0.7%	N/A	0.716%
11/15/2024	Zimmer Partners LP	126,224	$49.46M	0.9%	+26.2%	0.294%
11/15/2024	iSAM Funds UK Ltd	4,031	$1.58M	0.9%	+231.2%	0.009%
11/15/2024	National Bank of Canada FI	1,542	$604K	0.0%	-16.8%	0.004%
11/15/2024	EP Wealth Advisors LLC	771	$302K	0.0%	N/A	0.002%
11/15/2024	Wellington Management Group LLP	2,205,733	$864.27M	0.2%	-43.3%	5.132%
11/15/2024	Worldquant Millennium Advisors LLC	994	$389K	0.0%	N/A	0.002%
11/15/2024	Weiss Asset Management LP	5,474	$2.15M	0.0%	N/A	0.013%
11/15/2024	State Street Corp	1,916,390	$750.90M	0.0%	-0.8%	4.459%
11/15/2024	Stifel Financial Corp	4,347	$1.70M	0.0%	+3.9%	0.010%
11/15/2024	Systematic Financial Management LP	104,235	$40.84M	1.0%	+10.2%	0.243%
11/15/2024	Quadrature Capital Ltd	2,448	$959K	0.0%	N/A	0.006%
11/15/2024	Quantinno Capital Management LP	9,311	$3.65M	0.0%	+0.6%	0.022%
11/15/2024	Royal London Asset Management Ltd.	38,173	$14.96M	0.0%	+9.9%	0.089%
11/15/2024	Petrus Trust Company LTA	2,015	$790K	0.1%	N/A	0.005%
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11/15/2024	Philadelphia Financial Management of San Francisco LLC	42,340	$16.59M	2.6%	N/A	0.099%
11/15/2024	Point72 DIFC Ltd	4,487	$1.76M	0.1%	N/A	0.010%
11/15/2024	Prana Capital Management LP	156,881	$61.47M	2.8%	-27.5%	0.365%
11/15/2024	NFC Investments LLC	30,445	$11.93M	3.4%	+0.2%	0.071%
11/15/2024	Ingalls & Snyder LLC	4,664	$1.83M	0.1%	+4.2%	0.011%
11/15/2024	Integrated Wealth Concepts LLC	1,837	$720K	0.0%	+96.1%	0.004%
11/15/2024	Investment Management Corp of Ontario	1,428	$560K	0.0%	+9.7%	0.003%
11/15/2024	Jacobs Levy Equity Management Inc.	71,468	$28.00M	0.1%	-19.2%	0.166%
11/15/2024	HighTower Advisors LLC	2,349	$923K	0.0%	-38.4%	0.005%
11/15/2024	Holocene Advisors LP	23,651	$9.27M	0.0%	N/A	0.055%
11/15/2024	Centiva Capital LP	5,651	$2.21M	0.0%	+18.6%	0.013%
11/15/2024	Chevy Chase Trust Holdings LLC	23,231	$9.10M	0.0%	-2.3%	0.054%
11/15/2024	Ascent Group LLC	687	$269K	0.0%	+17.2%	0.002%
11/15/2024	Point72 Hong Kong Ltd	7,673	$3.01M	0.2%	N/A	0.018%
11/15/2024	Erste Asset Management GmbH	1,100	$435K	0.0%	N/A	0.003%
11/14/2024	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	7,251	$2.84M	0.0%	-13.0%	0.017%
11/14/2024	Edgestream Partners L.P.	1,869	$732K	0.0%	-64.4%	0.004%
11/14/2024	Verition Fund Management LLC	3,558	$1.39M	0.0%	+43.7%	0.008%
11/14/2024	Captrust Financial Advisors	2,326	$911K	0.0%	-13.4%	0.005%
11/14/2024	Martingale Asset Management L P	60,247	$23.61M	0.5%	-3.8%	0.140%
11/14/2024	Northwest & Ethical Investments L.P.	35,582	$13.94M	0.4%	+4.8%	0.083%
11/14/2024	Vinva Investment Management Ltd	10,866	$4.29M	0.2%	N/A	0.025%
11/14/2024	UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	308,155	$120.74M	0.0%	+442.4%	0.717%
11/14/2024	Public Sector Pension Investment Board	7,544	$2.96M	0.0%	+2.7%	0.018%
11/14/2024	Zurcher Kantonalbank Zurich Cantonalbank	35,857	$14.05M	0.0%	-9.9%	0.083%
11/14/2024	MetLife Investment Management LLC	11,567	$4.53M	0.0%	-2.9%	0.027%
11/14/2024	Blueshift Asset Management LLC	619	$243K	0.1%	-28.1%	0.001%
11/13/2024	Glenmede Trust Co. NA	29,779	$11.67M	0.1%	-1.3%	0.069%
11/13/2024	Bridgewater Associates LP	27,297	$10.70M	0.1%	+16.3%	0.064%
11/13/2024	Transamerica Financial Advisors Inc.	531	$208K	0.0%	+4,325.0%	0.001%
11/13/2024	BNP Paribas Financial Markets	114,712	$44.95M	0.0%	+151.9%	0.267%
11/13/2024	Brooklyn Investment Group	100	$39K	0.0%	N/A	0.000%
11/13/2024	Quantbot Technologies LP	3,396	$1.33M	0.1%	+48.2%	0.008%
11/13/2024	Prospector Partners LLC	43,501	$17.05M	1.8%	+0.5%	0.101%
11/13/2024	D.A. Davidson & CO.	820	$321K	0.0%	-20.5%	0.002%
11/13/2024	FMR LLC	410,861	$160.99M	0.0%	+21.5%	0.956%
11/13/2024	The Manufacturers Life Insurance Company	32,133	$12.59M	0.0%	+3.1%	0.075%
11/13/2024	Qsemble Capital Management LP	777	$304K	0.1%	-65.1%	0.002%
11/13/2024	Bank of Montreal Can	199,361	$78.78M	0.0%	+41.8%	0.464%
11/13/2024	Private Trust Co. NA	132	$52K	0.0%	+51.7%	0.000%
11/13/2024	Hancock Whitney Corp	42,534	$16.67M	0.5%	-0.8%	0.099%
11/13/2024	Loomis Sayles & Co. L P	127	$50K	0.0%	-40.9%	0.000%
11/13/2024	Independent Advisor Alliance	1,301	$510K	0.0%	N/A	0.003%
11/13/2024	Daiwa Securities Group Inc.	5,392	$2.11M	0.0%	+13.7%	0.013%
11/12/2024	Centaurus Financial Inc.	562	$220K	0.0%	N/A	0.001%
11/12/2024	Swedbank AB	37,164	$14.56M	0.0%	-0.1%	0.086%
11/12/2024	Pitcairn Co.	971	$380K	0.0%	-4.5%	0.002%
11/12/2024	Kingsview Wealth Management LLC	5,297	$2.08M	0.0%	N/A	0.012%
11/12/2024	Cerity Partners LLC	25,469	$9.98M	0.0%	-1.4%	0.059%
11/12/2024	Champlain Investment Partners LLC	923,930	$362.02M	2.2%	-2.2%	2.150%
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11/12/2024	Citigroup Inc.	51,962	$20.36M	0.0%	+5.9%	0.121%
11/12/2024	Raymond James Trust N.A.	1,434	$562K	0.0%	+59.7%	0.003%
11/12/2024	Charles Schwab Investment Management Inc.	383,060	$150.09M	0.0%	-1.0%	0.891%
11/12/2024	Blackhawk Capital Partners LLC.	546	$214K	0.1%	N/A	0.001%
11/12/2024	Massachusetts Financial Services Co. MA	490,691	$192.27M	0.1%	+6.6%	1.142%
11/9/2024	Intech Investment Management LLC	27,324	$10.71M	0.1%	+13.1%	0.064%
11/8/2024	BNP PARIBAS ASSET MANAGEMENT Holding S.A.	149,362	$58.53M	0.1%	+2.7%	0.348%
11/8/2024	Advisors Asset Management Inc.	1,180	$462K	0.0%	-30.0%	0.003%
11/8/2024	PNC Financial Services Group Inc.	5,293	$2.07M	0.0%	+7.0%	0.012%
11/7/2024	Pathstone Holdings LLC	44,878	$17.59M	0.1%	+5.7%	0.104%

(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, 502 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 454 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 21,729,877 shares in the last 24 months. This purchase volume represents approximately $7.80B in transactions.
Which Everest Group major shareholders have been selling company stock?: Of the 170 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 3,060,403 shares in the last 24 months. This volume of shares sold represents approximately $1.19B in transactions.

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This page (NYSE:EG) was last updated on 12/21/2024 by MarketBeat.com Staff

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Everest Group (EG) Institutional Ownership

EG Institutional Buying and Selling by Quarter

Everest Group Major Shareholders & Ownership History

EG Institutional Ownership - Frequently Asked Questions

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Everest Group (EG) Institutional Ownership

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

EG Institutional Buying and Selling by Quarter

Everest Group Major Shareholders & Ownership History

EG Institutional Ownership - Frequently Asked Questions

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