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Everest Group (EG) Institutional Ownership

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$331.78 +1.51 (+0.46%)
Closing price 03:59 PM Eastern
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$332.07 +0.29 (+0.09%)
As of 07:21 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)
451
Total
Institutional Inflows
(last 12 months)
$3.67B
Number of
Institutional Sellers
(last 12 months)
314
Total
Institutional Outflows
(last 12 months)
$2.82B
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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
7/16/2025Signaturefd LLC223$76K0.0%-32.2%0.001%
7/16/2025State of Alaska Department of Revenue6,669$2.27M0.0%-3.7%0.016%
7/16/2025Patton Fund Management Inc.622$211K0.1%N/A0.001%
7/16/2025LS Investment Advisors LLC21,286$7.23M1.1%-9.8%0.050%
7/16/2025Randolph Co Inc2,751$935K0.1%-7.3%0.006%
7/16/2025 CX Institutional177$60K0.0%-63.3%0.000%
7/16/2025Hartford Investment Management Co.3,385$1.15M0.0%-1.7%0.008%
7/16/2025Dakota Wealth Management2,108$716K0.0%+8.2%0.005%
7/16/2025Perigon Wealth Management LLC1,235$420K0.0%-39.9%0.003%
7/15/2025 Public Employees Retirement System of Ohio17,825$6.06M0.0%-4.6%0.042%
7/15/2025 Fifth Third Bancorp1,023$348K0.0%-11.1%0.002%
7/14/2025 E&G Advisors LP1,130$385K0.1%-10.7%0.003%
7/14/2025 GAMMA Investing LLC408$139K0.0%-15.0%0.001%
7/14/2025 Clear Harbor Asset Management LLC16,425$5.58M0.4%+0.3%0.039%
7/14/2025 Park Avenue Securities LLC1,663$565K0.0%N/A0.004%
7/14/2025 Avanza Fonder AB2,136$726K0.0%N/A0.005%
7/14/2025 Sowell Financial Services LLC928$315K0.0%+46.1%0.002%
7/11/2025 Farther Finance Advisors LLC816$277K0.0%+4.3%0.002%
7/11/2025 Wedge Capital Management L L P NC10,234$3.48M0.1%+3.7%0.024%
7/11/2025 CX Institutional177$60K0.0%-63.3%0.000%
7/11/2025 Diversified Trust Co3,076$1.05M0.0%-2.9%0.007%
7/11/2025 Perpetual Ltd109,873$37.34M0.4%+5.3%0.258%
7/11/2025 IFM Investors Pty Ltd11,290$3.84M0.0%+3.2%0.027%
7/10/2025 Exchange Traded Concepts LLC3,647$1.24M0.0%+25.3%0.009%
7/10/2025 NorthCrest Asset Manangement LLC2,752$929K0.0%+4.8%0.006%
7/10/2025 Wealth Enhancement Advisory Services LLC8,733$2.95M0.0%+91.7%0.021%
7/10/2025 Baader Bank Aktiengesellschaft1,144$389K0.0%+92.3%0.003%
7/9/2025 Sivia Capital Partners LLC1,131$384K0.1%N/A0.003%
7/9/2025 Gilman Hill Asset Management LLC7,319$2.49M0.4%+4.5%0.017%
7/9/2025 Pallas Capital Advisors LLC2,176$740K0.0%N/A0.005%
7/9/2025 Czech National Bank10,397$3.53M0.0%+5.3%0.024%
7/8/2025 Parallel Advisors LLC659$224K0.0%+20.9%0.002%
7/7/2025 Delphi Management Inc. MA3,457$1.18M1.1%-12.2%0.008%
7/1/2025 Rowlandmiller & PARTNERS.ADV1,315$447K0.1%+4.0%0.003%
6/23/2025 Swedbank AB37,025$13.45M0.0%-0.6%0.087%
6/18/2025Voya Investment Management LLC19,091$6.94M0.0%+1.0%0.045%
6/4/2025 First Hawaiian Bank1,605$583K0.0%+15.3%0.004%
5/28/2025Strs Ohio6,149$2.23M0.0%N/A0.014%
5/22/2025WBI Investments LLC833$303K0.1%N/A0.002%
5/21/2025Geneos Wealth Management Inc.181$66K0.0%+98.9%0.000%
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5/20/2025Intech Investment Management LLC52,397$19.04M0.2%-17.8%0.123%
5/20/2025Focus Partners Wealth2,527$918K0.0%-78.1%0.006%
5/19/2025Bayforest Capital Ltd1,780$647K0.3%+1,946.0%0.004%
5/19/2025SCS Capital Management LLC649$236K0.0%N/A0.002%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC358,168$130.13M0.0%+6.0%0.842%
5/19/2025Optimize Financial Inc1,040$378K0.1%N/A0.002%
5/16/2025Woodline Partners LP46,064$16.74M0.1%N/A0.108%
5/16/2025Zimmer Partners LP95,000$34.52M0.7%-30.9%0.223%
5/16/2025Empowered Funds LLC24,029$8.73M0.1%-18.9%0.056%
5/16/2025Peloton Wealth Strategists1,663$604K0.3%+12.4%0.004%
5/16/2025MBB Public Markets I LLC901$327K0.0%N/A0.002%
5/16/2025United Services Automobile Association960$348K0.0%N/A0.002%
5/16/2025Arete Wealth Advisors LLC1,228$446K0.0%+39.1%0.003%
5/16/2025Great Lakes Advisors LLC11,118$4.04M0.0%+684.6%0.026%
5/16/2025Voleon Capital Management LP 815$296K0.0%-89.3%0.002%
5/16/2025Goldman Sachs Group Inc.106,646$38.75M0.0%-6.3%0.251%
5/16/2025Philadelphia Financial Management of San Francisco LLC42,199$15.33M3.0%-31.5%0.099%
5/16/2025NewEdge Advisors LLC1,829$665K0.0%-5.1%0.004%
5/16/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.11,322$4.11M0.0%+137.5%0.027%
5/16/2025Integrated Wealth Concepts LLC9,587$3.48M0.0%+489.2%0.023%
5/16/2025Interval Partners LP14,271$5.19M0.1%N/A0.034%
5/16/2025Jacobs Levy Equity Management Inc.110,983$40.32M0.2%+34.3%0.261%
5/16/2025Hancock Whitney Corp2,418$879K0.0%-60.6%0.006%
5/16/2025Alliancebernstein L.P.181,631$65.99M0.0%-1.8%0.427%
5/16/2025Banque Transatlantique SA462$155K0.0%N/A0.001%
5/16/2025AQR Capital Management LLC712,959$257.81M0.3%-5.0%1.676%
5/16/2025Advisors Asset Management Inc.651$237K0.0%-40.1%0.002%
5/16/2025Amundi180,484$65.29M0.0%+72.6%0.424%
5/16/2025Adage Capital Partners GP L.L.C.119,181$43.30M0.1%+69.8%0.280%
5/15/2025Alamar Capital Management LLC6,336$2.30M1.4%-3.3%0.015%
5/15/2025Royal Bank of Canada85,326$31.00M0.0%-22.6%0.201%
5/15/2025Graham Capital Management L.P.3,405$1.24M0.0%+68.4%0.008%
5/15/2025Quarry LP199$72K0.0%N/A0.000%
5/15/2025Nomura Holdings Inc.1,363$495K0.0%-4.0%0.003%
5/15/2025Baird Financial Group Inc.1,602$582K0.0%+33.4%0.004%
5/15/2025Panagora Asset Management Inc.7,415$2.69M0.0%+95.8%0.017%
5/15/2025New Vernon Investment Management LLC6,568$2.39M3.2%-66.9%0.015%
5/15/2025Vident Advisory LLC1,606$584K0.0%-82.1%0.004%
5/15/2025Clough Capital Partners L P41,033$14.91M1.9%-22.4%0.096%
5/15/2025Magnetar Financial LLC1,808$657K0.0%N/A0.004%
5/15/2025Canada Pension Plan Investment Board8,969$3.26M0.0%+1.0%0.021%
5/15/2025Te Ahumairangi Investment Management Ltd35,930$13.05M2.8%+1.0%0.084%
5/15/2025WPG Advisers LLC102$37K0.0%N/A0.000%
5/15/2025State of Wyoming279$101K0.0%-83.2%0.001%
5/15/2025Lansforsakringar Fondforvaltning AB publ 11,028$4.01M0.0%+7.7%0.026%
5/15/2025OMERS ADMINISTRATION Corp6,407$2.33M0.0%+18.5%0.015%
5/15/2025Champlain Investment Partners LLC390,635$141.93M1.0%-54.7%0.918%
5/15/2025Earnest Partners LLC232,767$84.57M0.4%+2.9%0.547%
5/14/2025Ieq Capital LLC1,556$565K0.0%-3.6%0.004%
5/14/2025Talaria Asset Management Pty Ltd136,000$49.41M16.4%+73.5%0.320%
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5/14/2025Rafferty Asset Management LLC14,091$5.12M0.0%-7.1%0.033%
5/14/2025Altrinsic Global Advisors LLC682,979$248.15M12.3%+10.7%1.606%
5/14/2025Corebridge Financial Inc.9,948$3.61M0.0%-3.0%0.023%
5/14/2025MetLife Investment Management LLC22,435$8.15M0.0%+92.0%0.053%
5/14/2025Synovus Financial Corp2,174$790K0.0%-6.4%0.005%
5/14/2025Quantitative Investment Management LLC2,132$774K0.1%N/A0.005%
5/14/2025Systematic Financial Management LP116,158$42.20M1.2%+8.2%0.273%
5/14/2025SVB Wealth LLC83$30K0.0%N/A0.000%
5/14/2025APG Asset Management N.V.22,700$7.64M0.0%-0.9%0.053%
5/14/2025Northwestern Mutual Wealth Management Co.6,671$2.42M0.0%-11.1%0.016%
(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, 693 institutional investors and hedge funds held shares of Everest Group. The most heavily invested institutionals were Vanguard Group Inc. ($2.03B), State Street Corp ($750.90M), Wellington Management Group LLP ($567.07M), Norges Bank ($488.59M), Vulcan Value Partners LLC ($482.83M), Franklin Resources Inc. ($464.53M), and Geode Capital Management LLC ($424.34M).Learn more on Everest Group's institutional investors.

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

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

Which institutional investors have been buying Everest Group's stock?

Of the 633 institutional investors that purchased Everest Group's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Vanguard Group Inc. ($5.40M), Wellington Management Group LLP ($2.13M), Norges Bank ($1.92M), Boston Partners ($1.22M), Vulcan Value Partners LLC ($1.07M), Franklin Resources Inc. ($1.06M), and Massachusetts Financial Services Co. MA ($560.08K).

How much institutional buying is happening at Everest Group?

Institutional investors have bought a total of 9,940,192 shares in the last 24 months. This purchase volume represents approximately $3.67B in transactions.

Which of Everest Group's major shareholders have been selling company stock?

Of the 313 institutional investors that sold Everest Group's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wellington Management Group LLP ($2.33M), Boston Partners ($698.32K), Champlain Investment Partners LLC ($553.72K), KBC Group NV ($349.98K), Los Angeles Capital Management LLC ($336.82K), First Trust Advisors LP ($285.84K), and Clearbridge Investments LLC ($252.14K).

How much institutional selling is happening at Everest Group?

Institutional investors have sold a total of 7,558,523 shares in the last 24 months. This volume of shares sold represents approximately $2.82B in transactions.



This page (NYSE:EG) was last updated on 7/16/2025 by MarketBeat.com Staff
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