Everest Group (EG) Institutional Ownership

$382.77
+2.24 (+0.59%)
(As of 05/10/2024 ET)

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

Current
Institutional Ownership
Percentage
92.64%
Number of
Institutional Buyers
(last 12 months)
331
Total
Institutional Inflows
(last 12 months)
$6.72B
Number of
Institutional Sellers
(last 12 months)
39
Total
Institutional Outflows
(last 12 months)
$65.32M
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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
5/10/2024Vanguard Group Inc.5,327,649$2.12B0.0%-0.1%10.003%
5/10/2024Intech Investment Management LLC23,596$9.38M0.1%-56.1%0.044%
5/10/2024Mitsubishi UFJ Trust & Banking Corp49,816$19.80M0.0%-22.9%0.094%
5/10/2024Te Ahumairangi Investment Management Ltd30,695$12.20M2.1%+6.4%0.058%
5/10/2024 TCTC Holdings LLC60,995$24.25M0.8%+0.2%0.115%
5/9/2024 Orion Portfolio Solutions LLC2,115$841K0.0%-6.2%0.004%
5/9/2024 Blair William & Co. IL3,762$1.50M0.0%+5.7%0.007%
5/9/2024 Scout Investments Inc.55,219$21.98M0.5%-8.6%0.104%
5/9/2024 Mitsubishi UFJ Asset Management Co. Ltd.51,425$20.44M0.0%+18.1%0.097%
5/9/2024 State Board of Administration of Florida Retirement System36,612$14.55M0.0%-18.5%0.069%
5/8/2024 BNP PARIBAS ASSET MANAGEMENT Holding S.A.125,689$49.96M0.1%+8.2%0.236%
5/8/2024 Cozad Asset Management Inc.1,215$483K0.1%-63.2%0.002%
5/8/2024 William Blair Investment Management LLC445,654$177.15M0.5%+6.3%0.837%
5/8/2024 ProShare Advisors LLC11,853$4.71M0.0%-2.6%0.022%
5/8/2024 Cognios Beta Neutral Large Cap Fund LP1,027$408K0.5%N/A0.002%
5/8/2024 US Bancorp DE7,671$3.05M0.0%-10.5%0.014%
5/8/2024 Russell Investments Group Ltd.72,164$28.68M0.0%+28.6%0.135%
5/8/2024 Qsemble Capital Management LP1,665$662K0.1%N/A0.003%
5/8/2024 QRG Capital Management Inc.36,411$14.47M0.2%+1.7%0.068%
5/7/2024 Arnhold LLC50,053$19.90M2.1%N/A0.094%
5/7/2024 Sei Investments Co.95,150$37.83M0.1%+0.4%0.179%
5/7/2024 Anchor Capital Advisors LLC5,946$2.36M0.1%-7.0%0.011%
5/7/2024 Swiss National Bank130,000$51.68M0.0%-4.2%0.244%
5/7/2024 Forsta AP Fonden17,100$6.80M0.1%+131.1%0.032%
5/7/2024 Illinois Municipal Retirement Fund24,238$9.64M0.1%+0.6%0.046%
5/7/2024 Oppenheimer Asset Management Inc.730$290K0.0%-66.7%0.001%
5/7/2024 Oppenheimer & Co. Inc.6,356$2.53M0.0%+42.4%0.012%
5/7/2024 SG Americas Securities LLC16,560$6.58M0.0%N/A0.031%
5/7/2024 Empowered Funds LLC2,198$874K0.0%-3.9%0.004%
5/6/2024 LSV Asset Management467,779$185.94M0.4%-1.7%0.878%
5/6/2024 Leuthold Group LLC18,747$7.45M0.8%-0.7%0.035%
5/3/2024 TFB Advisors LLC1,782$659K0.2%+104.1%0.003%
5/3/2024 Mediolanum International Funds Ltd17,213$6.81M0.1%N/A0.032%
5/3/2024 Chevy Chase Trust Holdings LLC24,076$9.57M0.0%-0.8%0.045%
5/3/2024 Whittier Trust Co. of Nevada Inc.153$61K0.0%N/A0.000%
5/3/2024 Whittier Trust Co.3,787$1.51M0.0%N/A0.007%
5/2/2024 Mutual of America Capital Management LLC15,943$6.34M0.1%+6.6%0.030%
5/2/2024 Daiwa Securities Group Inc.4,225$1.68M0.0%+6.7%0.008%
5/2/2024 Nordea Investment Management AB27,273$10.86M0.0%N/A0.051%
5/2/2024 BNP Paribas2,670$1.06M0.0%N/A0.005%
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5/2/2024 Tokio Marine Asset Management Co. Ltd.1,214$483K0.0%+5.5%0.002%
5/2/2024 Hollencrest Capital Management135$54K0.0%+575.0%0.000%
5/2/2024 Greenwood Capital Associates LLC1,942$772K0.1%-1.9%0.004%
5/1/2024 Capstone Investment Advisors LLC2,755$1.10M0.0%+93.3%0.005%
5/1/2024 Janney Montgomery Scott LLC8,667$3.45M0.0%-25.2%0.016%
5/1/2024 BNP Paribas Financial Markets35,202$13.99M0.0%-58.9%0.066%
5/1/2024 Smith Group Asset Management LLC2,015$801K0.0%-14.7%0.004%
4/30/2024 Cutter & CO Brokerage Inc.952$378K0.1%+8.9%0.002%
4/30/2024 Norden Group LLC558$222K0.0%N/A0.001%
4/30/2024 Vest Financial LLC2,146$853K0.0%N/A0.004%
4/30/2024 Arkadios Wealth Advisors560$223K0.0%N/A0.001%
4/30/2024 Perigon Wealth Management LLC1,610$640K0.0%N/A0.003%
4/30/2024 Allspring Global Investments Holdings LLC99,215$39.44M0.1%+10.3%0.186%
4/30/2024Commonwealth Equity Services LLC1,880$748K0.0%+156.8%0.004%
4/29/2024 Greenleaf Trust1,348$536K0.0%+9.3%0.003%
4/29/2024 Principal Financial Group Inc.53,672$21.34M0.0%+1.4%0.101%
4/29/2024 Meritage Portfolio Management12,943$5.15M0.3%N/A0.024%
4/29/2024 Summit Global Investments25,330$10.07M0.7%+23.5%0.048%
4/29/2024 Mn Services Vermogensbeheer B.V.17,500$6.96M0.1%-11.2%0.033%
4/29/2024 Zweig DiMenna Associates LLC95,244$37.86M3.3%-5.1%0.179%
4/27/2024 BayBridge Capital Group LLC2,761$1.03M0.9%+7.4%0.005%
4/26/2024 Securian Asset Management Inc.2,486$988K0.0%-11.2%0.005%
4/26/2024 Renaissance Group LLC83,873$33.34M1.3%+2.6%0.157%
4/26/2024 Yousif Capital Management LLC5,877$2.34M0.0%-3.4%0.011%
4/25/2024 Lindbrook Capital LLC71$28K0.0%-32.4%0.000%
4/25/2024 New York State Teachers Retirement System55,953$22.24M0.0%-0.4%0.105%
4/25/2024 Equitable Trust Co.8,864$3.52M0.2%+1.8%0.017%
4/25/2024 Zurcher Kantonalbank Zurich Cantonalbank 40,606$16.14M0.1%-1.0%0.076%
4/25/2024 Center For Asset Management LLC1,200$477K0.4%-8.0%0.002%
4/25/2024 Fjarde AP Fonden Fourth Swedish National Pension Fund16,787$6.67M0.1%-4.0%0.032%
4/25/2024 California First Leasing Corp7,740$3.08M1.4%+53.6%0.015%
4/24/2024 CENTRAL TRUST Co603$240K0.0%-10.5%0.001%
4/24/2024 V Square Quantitative Management LLC731$291K0.0%+32.4%0.001%
4/24/2024 Assenagon Asset Management S.A.506$201K0.0%-90.4%0.001%
4/23/2024 Global Retirement Partners LLC176$70K0.0%-36.0%0.000%
4/23/2024 Louisiana State Employees Retirement System2,500$994K0.0%-3.8%0.005%
4/23/2024 Amalgamated Bank11,801$4.69M0.0%-26.0%0.022%
4/23/2024 Fifth Third Bancorp924$367K0.0%+6.1%0.002%
4/23/2024 Bank of Stockton1,705$678K0.2%-2.6%0.003%
4/22/2024 Raymond James & Associates34,361$13.66M0.0%+2.9%0.065%
4/22/2024 IFM Investors Pty Ltd10,282$4.09M0.0%N/A0.019%
4/19/2024 Teamwork Financial Advisors LLC3,816$1.52M0.2%N/A0.007%
4/19/2024 Legacy Wealth Asset Management LLC1,397$555K0.2%N/A0.003%
4/19/2024 Uncommon Cents Investing LLC3,439$1.37M0.4%+19.7%0.006%
4/19/2024 First Trust Direct Indexing L.P.2,976$1.18M0.1%+0.9%0.006%
4/19/2024 Wealthstar Advisors LLC913$363K0.1%+9.9%0.002%
4/19/2024 Norden Group LLC558$222K0.0%N/A0.001%
4/19/2024 Lake Street Private Wealth LLC3,726$1.48M0.2%N/A0.007%
4/19/2024 E&G Advisors LP1,345$533K0.2%+24.5%0.003%
4/19/2024 State of Alaska Department of Revenue14,102$5.60M0.1%-14.4%0.026%
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4/19/2024 Graphene Investments SAS9,300$3.70M2.2%+22.4%0.017%
4/19/2024 Sumitomo Mitsui Trust Holdings Inc.110,625$43.97M0.0%-2.2%0.208%
4/18/2024 Allspring Global Investments Holdings LLC99,215$39.44M0.1%+10.3%0.186%
4/18/2024 HFG Advisors Inc.825$328K0.3%N/A0.002%
4/18/2024 Diversified Trust Co4,079$1.62M0.0%N/A0.008%
4/17/2024 Legend Financial Advisors Inc.1,738$691K0.5%N/A0.003%
4/16/2024 Capital Insight Partners LLC1,811$720K0.1%+40.8%0.004%
4/16/2024 Chesley Taft & Associates LLC2,637$1.05M0.1%N/A0.006%
4/16/2024 Wealth Enhancement Advisory Services LLC4,772$1.90M0.0%+163.9%0.011%
4/15/2024 Elevated Capital Advisors LLC1,708$679K0.2%N/A0.004%
(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, 339 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 ($751.46M), Franklin Resources Inc. ($373.13M), Boston Partners ($328.06M), Norges Bank ($202.27M), LSV Asset Management ($185.94M), and William Blair Investment Management LLC ($177.15M).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 331 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), Franklin Resources Inc. ($1.06M), Boston Partners ($927.79K), Norges Bank ($572.07K), Dimensional Fund Advisors LP ($490.95K), and LSV Asset Management ($476.07K).

How much institutional buying is happening at Everest Group?

Institutional investors have bought a total of 18,974,002 shares in the last 24 months. This purchase volume represents approximately $6.72B in transactions.

Which Everest Group major shareholders have been selling company stock?

Of the 39 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: BNP Paribas Financial Markets ($50.39K), Intech Investment Management LLC ($30.13K), Mitsubishi UFJ Trust & Banking Corp ($14.81K), State Board of Administration of Florida Retirement System ($8.30K), LSV Asset Management ($8.29K), Vanguard Group Inc. ($6.52K), and Swiss National Bank ($5.70K).

How much institutional selling is happening at Everest Group?

Institutional investors have sold a total of 164,330 shares in the last 24 months. This volume of shares sold represents approximately $65.32M in transactions.


This page (NYSE:EG) was last updated on 5/11/2024 by MarketBeat.com Staff

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