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Everest Group (EG) Institutional Ownership

Everest Group logo
$377.83 +7.25 (+1.96%)
Closing price 03:59 PM Eastern
Extended Trading
$377.80 -0.04 (-0.01%)
As of 06:18 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)
433
Total
Institutional Inflows
(last 12 months)
$4.29B
Number of
Institutional Sellers
(last 12 months)
347
Total
Institutional Outflows
(last 12 months)
$2.35B
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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
7/10/2026 Handelsbanken Fonder AB851$304K0.0%-73.1%0.002%
7/9/2026 Allied Private Wealth LLC3,334$1.24M0.8%N/A0.008%
7/9/2026 Polianta Ltd5,600$2M0.2%N/A0.014%
7/8/2026 Chesley Taft & Associates LLC1,824$652K0.0%-5.2%0.005%
7/8/2026 Palouse Capital Management Inc.5,638$2.01M1.3%+5.6%0.014%
7/8/2026 Czech National Bank11,264$4.02M0.0%+1.6%0.028%
7/7/2026 GAMMA Investing LLC1,730$618K0.0%+46.0%0.004%
7/6/2026 Somerset Trust Co606$216K0.1%N/A0.002%
7/2/2026 Versant Capital Management Inc634$226K0.0%+34.6%0.002%
6/18/2026Pacer Advisors Inc.2,030$664K0.0%-53.6%0.005%
6/3/2026Parallel Advisors LLC767$251K0.0%+70.1%0.002%
6/3/2026NewEdge Advisors LLC370$121K0.0%-72.3%0.001%
5/26/2026Glenmede Trust Co. NA24,302$7.94M0.0%-3.8%0.061%
5/22/2026Summitry LLC618$202K0.0%N/A0.002%
5/21/2026Essential Partners LLC196$64K0.0%-67.1%0.000%
5/19/2026Bank of America Corp DE233,326$76.26M0.0%+7.7%0.590%
5/19/2026Edgestream Partners L.P.23,149$7.57M0.2%+18.7%0.059%
5/19/2026Janus Henderson Group PLC146,288$47.82M0.0%-0.1%0.370%
5/19/2026Strategic Investment Advisors MI3,717$1.21M0.1%+73.8%0.009%
5/19/2026South Dakota Investment Council101,931$33.32M0.6%+8.7%0.258%
5/18/2026Amundi213,030$69.63M0.0%+67.4%0.538%
5/18/2026EverSource Wealth Advisors LLC441$144K0.0%-58.6%0.001%
5/18/2026California State Teachers Retirement System62,478$20.42M0.0%-1.7%0.158%
5/18/2026Royal Bank of Canada33,296$10.88M0.0%-22.1%0.084%
5/18/2026Empowered Funds LLC31,845$10.41M0.1%-17.6%0.080%
5/18/2026Estate Counselors LLC5,135$1.68M0.1%N/A0.013%
5/16/2026The Manufacturers Life Insurance Company 27,005$8.83M0.0%-10.3%0.068%
5/16/2026Quantinno Capital Management LP74,518$24.36M0.0%+117.0%0.188%
5/16/2026Clough Capital Partners L P27,505$8.99M0.9%-1.3%0.070%
5/16/2026Lazard Asset Management LLC68,079$22.25M0.0%+1.4%0.172%
5/15/2026Gateway Wealth Partners LLC954$312K0.0%N/A0.002%
5/15/2026Weiss Asset Management LP8,134$2.66M0.0%-27.5%0.021%
5/15/2026OMERS ADMINISTRATION Corp9,541$3.12M0.0%+15.0%0.024%
5/15/2026Waverly Advisors LLC24,559$8.03M0.1%-11.1%0.062%
5/15/2026Van Den Berg Management I Inc.1,082$354K0.1%-12.7%0.003%
5/14/2026Healthcare of Ontario Pension Plan Trust Fund54,058$17.67M0.0%+76.3%0.137%
5/14/2026Renaissance Technologies LLC162,100$52.98M0.1%+245.0%0.410%
5/14/2026Public Employees Retirement System of Ohio15,607$5.10M0.0%-3.9%0.039%
5/14/2026FCA Corp TX8,384$2.74M0.8%+4.3%0.021%
5/14/2026Arrowstreet Capital Limited Partnership22,864$7.47M0.0%+428.0%0.058%
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5/14/2026Inceptionr LLC1,095$358K0.1%N/A0.003%
5/14/2026Bank of Nova Scotia25,576$8.36M0.0%-51.2%0.065%
5/14/2026Systematic Financial Management LP119,974$39.21M0.9%+3.3%0.303%
5/14/2026Sei Investments Co.127,583$41.70M0.0%+12.6%0.322%
5/14/2026Lido Advisors LLC1,153$377K0.0%+44.5%0.003%
5/14/2026State of Wyoming2,075$678K0.1%+148.5%0.005%
5/13/2026Cetera Investment Advisers4,205$1.37M0.0%-2.7%0.011%
5/13/2026First Trust Advisors LP121,949$39.86M0.0%+103.3%0.308%
5/12/2026Westpac Banking Corp2,090$683K0.0%-3.3%0.005%
5/12/2026ABN Amro Investment Solutions1,654$541K0.0%+10.3%0.004%
5/8/2026PNC Financial Services Group Inc.6,693$2.19M0.0%+11.2%0.017%
5/8/2026Oslo Pensjonsforsikring AS897$293K0.0%N/A0.002%
5/8/2026Commerzbank Aktiengesellschaft FI3,576$1.17M0.0%N/A0.009%
5/7/2026Meeder Advisory Services Inc.1,629$532K0.0%+45.4%0.004%
5/7/2026Lowe Brockenbrough & Co. Inc.4,199$1.37M0.1%-1.2%0.008%
5/7/2026Dimensional Fund Advisors LP414,923$135.61M0.0%-3.4%0.834%
5/7/2026Parallel Advisors LLC767$251K0.0%+70.1%0.002%
5/7/2026KBC Group NV5,233$1.71M0.0%-7.8%0.011%
5/7/2026SEB Asset Management AB112,024$36.62M0.2%N/A0.225%
5/7/2026Swiss National Bank123,200$40.27M0.0%+7.2%0.248%
5/7/2026Mediolanum International Funds Ltd27,514$8.90M0.1%-3.3%0.055%
5/7/2026Heartland Advisors Inc.23,937$7.82M0.4%-5.4%0.048%
5/6/2026Aviance Capital Partners LLC5,845$1.91M0.2%+56.5%0.012%
5/6/2026California Public Employees Retirement System94,010$30.73M0.0%-11.9%0.189%
5/6/2026Bartlett & CO. Wealth Management LLC1,445$502K0.0%-14.1%0.003%
5/6/2026Kera Capital Partners Inc.665$217K0.0%-12.4%0.001%
5/6/2026Assetmark Inc.287,847$94.08M0.2%+2.7%0.579%
5/6/2026Bessemer Group Inc.10,403$3.40M0.0%+0.4%0.021%
5/5/2026Wealthfront Advisers LLC835$273K0.0%+17.9%0.002%
5/5/2026D.A. Davidson & CO.3,301$1.08M0.0%-4.3%0.007%
5/5/2026Twin Capital Management Inc.3,978$1.30M0.2%+1.6%0.008%
5/5/2026Bank of New York Mellon Corp215,504$70.44M0.0%-0.8%0.433%
5/5/2026Illinois Municipal Retirement Fund13,401$4.38M0.1%+40.0%0.027%
5/5/2026Sanctuary Advisors LLC920$301K0.0%-57.2%0.002%
5/5/2026Checchi Capital Advisers LLC1,066$348K0.0%+10.4%0.002%
5/5/2026Hillsdale Investment Management Inc.3,450$1.13M0.0%N/A0.007%
5/4/2026Empirical Financial Services LLC d.b.a. Empirical Wealth Management965$315K0.0%N/A0.002%
5/4/2026State of Michigan Retirement System12,011$3.93M0.0%-3.2%0.024%
5/4/2026Principal Financial Group Inc.45,482$14.87M0.0%-1.7%0.091%
5/4/2026Chicago Partners Investment Group LLC1,278$441K0.0%+58.8%0.003%
5/4/2026J. Safra Sarasin Holding AG2,693$879K0.0%-2.0%0.005%
5/4/2026Lifeworks Advisors LLC2,456$803K0.1%+3.5%0.005%
5/1/2026Commonwealth of Pennsylvania Public School Empls Retrmt SYS9,481$3.10M0.0%-2.9%0.019%
5/1/2026Fifth Third Bancorp1,018$333K0.0%-17.6%0.002%
5/1/2026Candriam S.C.A.6,793$2.22M0.0%-11.7%0.014%
5/1/2026Sequoia Financial Advisors LLC2,671$873K0.0%+26.8%0.005%
5/1/2026Manning & Napier Advisors LLC6,225$2.04M0.0%-15.4%0.013%
4/30/2026Equitable Trust Co.54,472$17.80M0.8%+21.4%0.110%
4/30/2026Hsbc Holdings PLC449,919$147.10M0.1%+507.4%0.905%
4/30/2026Elevated Capital Advisors LLC1,967$643K0.2%+14.5%0.004%
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4/30/2026Sumitomo Mitsui Trust Group Inc.96,362$31.50M0.0%+0.8%0.194%
4/30/2026Resona Asset Management Co. Ltd.12,958$4.23M0.0%+2.2%0.026%
4/30/2026Oregon Public Employees Retirement Fund4,712$1.54M0.0%-1.8%0.009%
4/29/2026Lmcg Investments LLC36,835$12.04M0.7%+5.7%0.074%
4/29/2026Bank of Stockton730$239K0.1%-32.4%0.001%
4/29/2026R Squared Ltd1,058$346K0.2%+73.2%0.002%
4/29/2026Swedbank AB17,810$5.82M0.0%-51.9%0.036%
4/28/2026Meridian Investment Counsel Inc.5,355$1.75M0.4%+0.9%0.011%
4/28/2026Praxis Investment Management Inc.679$222K0.0%-60.8%0.001%
4/28/2026V Square Quantitative Management LLC968$316K0.0%+4.0%0.002%


EG Institutional Ownership - Frequently Asked Questions

During the previous two years, 758 institutional investors and hedge funds held shares of Everest Group. The most heavily invested institutionals were Vanguard Group Inc. ($1.82B), State Street Corp ($647.04M), Norges Bank ($630.28M), AQR Capital Management LLC ($565.39M), Vulcan Value Partners LLC ($512.29M), Wellington Management Group LLP ($433.44M), and Geode Capital Management LLC ($395.67M).Learn more on Everest Group's institutional investors.

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

Of the 663 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: Norges Bank ($4.97M), Vulcan Value Partners LLC ($1.34M), AQR Capital Management LLC ($1.32M), Fuller & Thaler Asset Management Inc. ($608.48K), Balyasny Asset Management L.P. ($601.92K), Northwestern Mutual Wealth Management Co. ($515.06K), and Hsbc Holdings PLC ($454.70K).

Institutional investors have bought a total of 12,563,552 shares in the last 24 months. This purchase volume represents approximately $4.29B in transactions.

Of the 347 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: Franklin Resources Inc. ($973.26K), First Trust Advisors LP ($832.00K), AQR Capital Management LLC ($344.95K), Boston Partners ($262.12K), Wellington Management Group LLP ($218.42K), Vanguard Group Inc. ($206.48K), and Bank of Montreal Can ($176.48K).

Institutional investors have sold a total of 6,882,076 shares in the last 24 months. This volume of shares sold represents approximately $2.35B in transactions.



This page (NYSE:EG) was last updated on 7/13/2026 by MarketBeat.com Staff.
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