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Everest Group (EG) Institutional Ownership

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$340.56 -6.95 (-2.00%)
Closing price 03:59 PM Eastern
Extended Trading
$340.44 -0.12 (-0.03%)
As of 04:20 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)
445
Total
Institutional Inflows
(last 12 months)
$3.79B
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
5/20/2025Intech Investment Management LLC52,397$19.04M0.2%-17.8%0.123%
5/20/2025 Focus Partners Wealth2,527$918K0.0%-78.1%0.006%
5/19/2025 Bayforest Capital Ltd1,780$647K0.3%+1,946.0%0.004%
5/19/2025 SCS Capital Management LLC649$236K0.0%N/A0.002%
5/19/2025 UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC358,168$130.13M0.0%+6.0%0.842%
5/19/2025 Optimize Financial Inc1,040$378K0.1%N/A0.002%
5/16/2025 Woodline Partners LP46,064$16.74M0.1%N/A0.108%
5/16/2025 Zimmer Partners LP95,000$34.52M0.7%-30.9%0.223%
5/16/2025 Empowered Funds LLC24,029$8.73M0.1%-18.9%0.056%
5/16/2025 Peloton Wealth Strategists1,663$604K0.3%+12.4%0.004%
5/16/2025 MBB Public Markets I LLC901$327K0.0%N/A0.002%
5/16/2025 United Services Automobile Association960$348K0.0%N/A0.002%
5/16/2025 Arete Wealth Advisors LLC1,228$446K0.0%+39.1%0.003%
5/16/2025 Great Lakes Advisors LLC11,118$4.04M0.0%+684.6%0.026%
5/16/2025 Voleon Capital Management LP 815$296K0.0%-89.3%0.002%
5/16/2025 Goldman Sachs Group Inc.106,646$38.75M0.0%-6.3%0.251%
5/16/2025 Philadelphia Financial Management of San Francisco LLC42,199$15.33M3.0%-31.5%0.099%
5/16/2025 NewEdge Advisors LLC1,829$665K0.0%-5.1%0.004%
5/16/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.11,322$4.11M0.0%+137.5%0.027%
5/16/2025 Integrated Wealth Concepts LLC9,587$3.48M0.0%+489.2%0.023%
5/16/2025 Interval Partners LP14,271$5.19M0.1%N/A0.034%
5/16/2025 Jacobs Levy Equity Management Inc.110,983$40.32M0.2%+34.3%0.261%
5/16/2025 Hancock Whitney Corp2,418$879K0.0%-60.6%0.006%
5/16/2025 Alliancebernstein L.P.181,631$65.99M0.0%-1.8%0.427%
5/16/2025 Banque Transatlantique SA462$155K0.0%N/A0.001%
5/16/2025 AQR Capital Management LLC712,959$257.81M0.3%-5.0%1.676%
5/16/2025 Advisors Asset Management Inc.651$237K0.0%-40.1%0.002%
5/16/2025 Amundi180,484$65.29M0.0%+72.6%0.424%
5/16/2025 Adage Capital Partners GP L.L.C.119,181$43.30M0.1%+69.8%0.280%
5/15/2025 Alamar Capital Management LLC6,336$2.30M1.4%-3.3%0.015%
5/15/2025 Royal Bank of Canada85,326$31.00M0.0%-22.6%0.201%
5/15/2025 Graham Capital Management L.P.3,405$1.24M0.0%+68.4%0.008%
5/15/2025 Quarry LP199$72K0.0%N/A0.000%
5/15/2025 Nomura Holdings Inc.1,363$495K0.0%-4.0%0.003%
5/15/2025 Baird Financial Group Inc.1,602$582K0.0%+33.4%0.004%
5/15/2025 Panagora Asset Management Inc.7,415$2.69M0.0%+95.8%0.017%
5/15/2025 New Vernon Investment Management LLC6,568$2.39M3.2%-66.9%0.015%
5/15/2025 Vident Advisory LLC1,606$584K0.0%-82.1%0.004%
5/15/2025 Clough Capital Partners L P41,033$14.91M1.9%-22.4%0.096%
5/15/2025 Magnetar Financial LLC1,808$657K0.0%N/A0.004%
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5/15/2025 Canada Pension Plan Investment Board8,969$3.26M0.0%+1.0%0.021%
5/15/2025 Te Ahumairangi Investment Management Ltd35,930$13.05M2.8%+1.0%0.084%
5/15/2025 WPG Advisers LLC102$37K0.0%N/A0.000%
5/15/2025 State of Wyoming279$101K0.0%-83.2%0.001%
5/15/2025 Lansforsakringar Fondforvaltning AB publ 11,028$4.01M0.0%+7.7%0.026%
5/15/2025 OMERS ADMINISTRATION Corp6,407$2.33M0.0%+18.5%0.015%
5/15/2025 Champlain Investment Partners LLC390,635$141.93M1.0%-54.7%0.918%
5/15/2025 Earnest Partners LLC232,767$84.57M0.4%+2.9%0.547%
5/14/2025 Ieq Capital LLC1,556$565K0.0%-3.6%0.004%
5/14/2025 Talaria Asset Management Pty Ltd136,000$49.41M16.4%+73.5%0.320%
5/14/2025 Rafferty Asset Management LLC14,091$5.12M0.0%-7.1%0.033%
5/14/2025 Altrinsic Global Advisors LLC682,979$248.15M12.3%+10.7%1.606%
5/14/2025 Corebridge Financial Inc.9,948$3.61M0.0%-3.0%0.023%
5/14/2025 MetLife Investment Management LLC22,435$8.15M0.0%+92.0%0.053%
5/14/2025 Synovus Financial Corp2,174$790K0.0%-6.4%0.005%
5/14/2025 Quantitative Investment Management LLC2,132$774K0.1%N/A0.005%
5/14/2025 Systematic Financial Management LP116,158$42.20M1.2%+8.2%0.273%
5/14/2025 SVB Wealth LLC83$30K0.0%N/A0.000%
5/14/2025 APG Asset Management N.V.22,700$7.64M0.0%-0.9%0.053%
5/14/2025 Northwestern Mutual Wealth Management Co.6,671$2.42M0.0%-11.1%0.016%
5/14/2025 BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp8,218$2.99M0.0%-0.8%0.019%
5/14/2025 Kestra Advisory Services LLC4,692$1.71M0.0%+21.5%0.011%
5/14/2025 Allstate Corp4,062$1.48M0.0%+190.8%0.010%
5/14/2025 Arnhold LLC54,097$19.66M2.0%+9.5%0.127%
5/14/2025 1832 Asset Management L.P.4,373$1.59M0.0%-2.0%0.010%
5/14/2025 Ameriprise Financial Inc.252,511$91.75M0.0%-1.1%0.594%
5/14/2025 Norinchukin Bank The2,213$804K0.0%+14.8%0.005%
5/14/2025 Martingale Asset Management L P53,047$19.27M0.5%-3.5%0.125%
5/14/2025 Candriam S.C.A.3,454$1.26M0.0%-35.3%0.008%
5/14/2025 Capital Fund Management S.A.17,677$6.42M0.0%-31.8%0.042%
5/14/2025 EntryPoint Capital LLC906$329K0.2%-12.8%0.002%
5/14/2025 Credit Agricole S A14,301$5.20M0.0%+1.7%0.034%
5/14/2025 Banco Bilbao Vizcaya Argentaria S.A.1,025$372K0.0%+3.0%0.002%
5/14/2025 Hsbc Holdings PLC47,344$17.20M0.0%-1.3%0.111%
5/14/2025 Fuller & Thaler Asset Management Inc.47,453$17.24M0.1%+15.3%0.112%
5/14/2025 Quantbot Technologies LP11,810$4.29M0.1%-5.7%0.028%
5/14/2025 Wellington Management Group LLP1,560,754$567.07M0.1%-4.5%3.669%
5/14/2025 Korea Investment CORP62,093$22.56M0.1%+130.4%0.146%
5/13/2025 Northern Trust Corp438,236$159.22M0.0%+4.5%1.030%
5/13/2025 Prospector Partners LLC64,016$23.26M2.6%+12.2%0.151%
5/13/2025 Northwest & Ethical Investments L.P.38,983$14.16M0.4%+9.4%0.092%
5/13/2025 Raymond James Financial Inc.149,813$54.43M0.0%+12.4%0.352%
5/13/2025 State of New Jersey Common Pension Fund D13,085$4.75M0.0%-11.7%0.031%
5/13/2025 American Century Companies Inc.74,773$27.17M0.0%-28.8%0.176%
5/13/2025 Ethic Inc.4,836$1.77M0.0%-5.6%0.011%
5/13/2025 Brandywine Global Investment Management LLC26,030$9.46M0.1%+109.5%0.061%
5/13/2025 Aberdeen Group plc31,727$11.54M0.0%+55.8%0.075%
5/13/2025 Dimensional Fund Advisors LP546,659$198.61M0.0%-4.5%1.285%
5/13/2025 FCA Corp TX8,658$3.15M1.0%-17.2%0.020%
5/13/2025 Fjarde AP Fonden Fourth Swedish National Pension Fund10,887$3.96M0.0%-9.2%0.026%
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Washington is running out of money…And guess where they'll look next? When governments go broke, they take from the people. It's happened before, and it's happening again. The Department of Justice just admitted that cash isn't legally YOUR property.

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5/13/2025 Boston Partners696,765$253.15M0.3%+3.3%1.638%
5/13/2025 Gulf International Bank UK Ltd2,245$815K0.0%-33.7%0.005%
5/13/2025 National Pension Service30,340$11.02M0.0%-69.9%0.071%
5/13/2025 Russell Investments Group Ltd.112,345$40.72M0.1%+183.4%0.264%
5/13/2025 Prudential PLC5,536$2.01M0.0%-38.3%0.013%
5/13/2025 Resona Asset Management Co. Ltd.13,442$4.88M0.0%+6.5%0.032%
5/13/2025 HighTower Advisors LLC2,634$957K0.0%-33.5%0.006%
5/13/2025 Nuance Investments LLC16,404$5.96M0.4%-17.9%0.039%
5/12/2025 Public Sector Pension Investment Board11,447$4.16M0.0%+2.7%0.027%
5/12/2025 Independent Advisor Alliance1,199$436K0.0%+5.5%0.003%
(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, 686 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 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 626 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. ($5.40M), 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 29,407,607 shares in the last 24 months. This purchase volume represents approximately $10.59B in transactions.

Which Everest Group major shareholders have been selling company stock?

Of the 332 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 ($2.33M), 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 7,821,841 shares in the last 24 months. This volume of shares sold represents approximately $2.92B in transactions.



This page (NYSE:EG) was last updated on 5/21/2025 by MarketBeat.com Staff
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