Go Pro
→ Trump's New Dollar (From Porter & Company) (Ad)tc pixel Free EG Stock Alerts

Everest Group (EG) Institutional Ownership

Everest Group logo
$370.18 +1.82 (+0.49%)
As of 08/21/2026 03:58 PM Eastern
Compare

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

Current
Institutional Ownership
Percentage
92.64%
Number of
Institutional Buyers
(last 12 months)
409
Total
Institutional Inflows
(last 12 months)
$5.42B
Number of
Institutional Sellers
(last 12 months)
310
Total
Institutional Outflows
(last 12 months)
$1.86B
Get EG Insider Trade Alerts

Want to know when executives and insiders are buying or selling Everest Group stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

EG Institutional Buying and Selling by Quarter

Everest Group Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/23/2026 Saudi Central Bank2,801$1.00M0.0%+80.8%0.007%
8/22/2026 AlphaGrep UK Ltd1,293$462K0.1%N/A0.003%
8/22/2026 Raiffeisen Bank International AG2,314$835K0.0%-4.1%0.006%
8/22/2026 Syon Capital LLC765$273K0.0%N/A0.002%
8/22/2026 NEOS Investment Management LLC6,342$2.27M0.0%+12.0%0.017%
8/21/2026 iSAM Funds UK Ltd1,720$614K0.4%N/A0.004%
8/21/2026 Continuum Advisory LLC96$34K0.0%-99.4%0.000%
8/21/2026 MBA Advisors LLC666$238K0.1%+5.4%0.002%
8/20/2026 Ancora Advisors LLC325$116K0.0%-16.9%0.001%
8/20/2026 Cookson Peirce & Co. Inc.2,956$1.06M0.0%+5.2%0.008%
8/20/2026 Northwestern Mutual Wealth Management Co.2,301$822K0.0%-43.4%0.006%
8/20/2026 Van Den Berg Management I Inc.822$294K0.1%-24.0%0.002%
8/19/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC1,761$629K0.0%-99.4%0.005%
8/19/2026 New Mexico Educational Retirement Board2,100$750K0.0%+5.0%0.005%
8/19/2026 Royal London Asset Management Ltd.40,383$14.43M0.0%-0.6%0.105%
8/19/2026 Mufg Securities Americas Inc.1,192$426K0.0%+5.9%0.003%
8/19/2026 Van ECK Associates Corp1,183$423K0.0%+22.6%0.003%
8/19/2026 Nissay Asset Management Corp Japan5,499$1.96M0.0%-1.9%0.014%
8/19/2026 Wellington Management Group LLP470,633$168.12M0.0%-51.6%1.228%
8/18/2026 Beacon Pointe Advisors LLC1,185$423K0.0%N/A0.003%
8/18/2026 Empowered Funds LLC34,640$12.37M0.1%N/A0.090%
8/18/2026 United Capital Financial Advisors LLC1,815$648K0.0%N/A0.005%
8/18/2026 Centaurus Financial Inc.431$154K0.0%N/A0.001%
8/18/2026 Coastal Bridge Advisors LLC828$296K0.0%N/A0.002%
8/18/2026 Public Employees Retirement System of Ohio14,978$5.35M0.0%N/A0.039%
8/17/2026 Transamerica Financial Advisors LLC225$80K0.0%N/A0.001%
8/17/2026 Corient Private Wealth LP33,929$12.12M0.0%N/A0.088%
8/17/2026 Bank of America Corp DE302,612$108.10M0.0%N/A0.789%
8/15/2026 Caisse de depot et placement du Quebec760$271K0.0%N/A0.002%
8/15/2026 Man Group plc29,039$10.37M0.0%N/A0.076%
8/15/2026 Jupiter Topco LLC146,313$52.27M0.0%N/A0.382%
8/14/2026 Hsbc Holdings PLC410,228$146.70M0.1%-8.8%1.070%
8/14/2026 Ancora Advisors LLC325$116K0.0%N/A0.001%
8/14/2026 Legal & General Group Plc269,461$96.26M0.0%N/A0.703%
8/14/2026 The Manufacturers Life Insurance Company 25,536$9.12M0.0%N/A0.067%
8/14/2026 Manning & Napier Advisors LLC1,708$616K0.0%N/A0.004%
8/14/2026 Algert Global LLC13,607$4.86M0.1%+1,208.4%0.035%
8/13/2026 Cibc World Market Inc.748$267K0.0%N/A0.002%
8/13/2026 OMERS ADMINISTRATION Corp13,311$4.76M0.0%N/A0.035%
8/13/2026 Osmosis Investment Management UK Ltd1,923$687K0.0%N/A0.005%
Ready to give options a try? Your first trade (Ticker included) -INSIDE (Ad)

Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and stinging losses? Dave Aquino is giving away the exact 11-hour options strategy he uses in volatile markets. You get the plain English blueprint behind the strategy and the very same "rinse and repeat" ticker he's traded nearly 900 times with a 95.3% success rate. It's so simple to understand, you could trade it tomorrow.tc pixel

8/13/2026 Sanctuary Advisors LLC1,042$372K0.0%N/A0.003%
8/13/2026 Meiji Yasuda Asset Management Co Ltd.799$285K0.0%N/A0.002%
8/13/2026 Te Ahumairangi Investment Management Ltd54,839$19.59M3.2%N/A0.143%
8/13/2026 Barrow Hanley Mewhinney & Strauss LLC981,772$350.72M1.1%N/A2.561%
8/13/2026 Bank of Nova Scotia5,257$1.88M0.0%N/A0.014%
8/12/2026 Elevation Point Wealth Partners LLC8,928$3.19M0.1%N/A0.023%
8/12/2026 Daiichi Life Insurance Co. Ltd.2,166$774K0.0%N/A0.006%
8/12/2026 Commerce Bank2,528$903K0.0%N/A0.007%
8/12/2026 Northwestern Mutual Wealth Management Co.2,301$822K0.0%N/A0.006%
8/12/2026 Westpac Banking Corp1,439$514K0.0%N/A0.004%
8/12/2026 William Blair Investment Management LLC479,877$171.43M0.5%N/A1.252%
8/12/2026 Korea Investment CORP39,668$14.17M0.0%N/A0.103%
8/12/2026 Ieq Capital LLC29,403$10.50M0.0%N/A0.077%
8/12/2026 Callan Family Office LLC3,294$1.18M0.0%N/A0.009%
8/12/2026 Heartland Advisors Inc.23,172$8.28M0.4%N/A0.060%
8/11/2026 Donald Smith & CO. Inc.428,873$153.21M2.7%N/A1.119%
8/11/2026 Allworth Financial LP1,028$367K0.0%N/A0.003%
8/11/2026 Vise Technologies Inc.1,552$555K0.0%N/A0.004%
8/11/2026 Asahi Life Asset Management CO. LTD.968$346K0.2%N/A0.003%
8/11/2026 Edmond DE Rothschild Holding S.A.2,062$737K0.0%N/A0.005%
8/10/2026 NewEdge Wealth LLC922$329K0.0%N/A0.002%
8/10/2026 Great Lakes Advisors LLC10,771$3.85M0.0%N/A0.028%
8/10/2026 Danske Bank A S52,232$18.66M0.0%N/A0.136%
8/8/2026 Wealthfront Advisers LLC987$353K0.0%N/A0.003%
8/8/2026 Foster & Motley Inc.2,643$944K0.0%N/A0.007%
8/8/2026 Meeder Advisory Services Inc.1,899$678K0.0%N/A0.005%
8/7/2026 Citizens Financial Group Inc. RI721$258K0.0%N/A0.002%
8/7/2026 Nuance Investments LLC28,398$10.15M1.7%N/A0.074%
8/7/2026 BlackRock Inc.3,220,769$1.15B0.0%N/A8.401%
8/7/2026 Deutsche Bank AG161,837$57.81M0.0%N/A0.422%
8/7/2026 Perigon Wealth Management LLC709$253K0.0%N/A0.002%
8/7/2026 Commerzbank Aktiengesellschaft FI3,393$1.21M0.0%N/A0.009%
8/7/2026 Mitsubishi UFJ Asset Management Co. Ltd.97,079$34.68M0.0%N/A0.253%
8/7/2026 OneDigital Investment Advisors LLC10,947$3.91M0.0%N/A0.029%
8/6/2026 Global Retirement Partners LLC510$182K0.0%N/A0.001%
8/6/2026 Bank of New York Mellon Corp200,235$71.53M0.0%N/A0.506%
8/6/2026 Focus Partners Advisor Solutions LLC1,336$477K0.0%N/A0.003%
8/6/2026 State of Wyoming3,305$1.18M0.1%N/A0.008%
8/6/2026 GSA Capital Partners LLP16,140$5.77M0.4%N/A0.041%
8/6/2026 Stoneridge Investment Partners LLC1,562$584K0.4%N/A0.004%
8/3/2026 Trifecta Capital Advisors LLC80$29K0.0%N/A0.000%
8/3/2026 Summit Global Investments11,691$4.18M0.2%N/A0.030%
8/3/2026 Dockside LLC4,520$1.62M0.4%N/A0.011%
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%
ALERT: Drop these 5 stocks before the market opens tomorrow! (Ad)

The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings research points to the first half of 2026 as a particularly rough stretch for certain holdings. Some of America's most popular stocks could take serious damage as a radical market shift plays out. Analysts at Weiss Ratings have identified five names you may want to remove from your portfolio before this unfolds. If any of these are in your portfolio, now is the time to review your positions.tc pixel

See the 5 stocks to avoid
7/6/2026 Somerset Trust Co606$216K0.1%N/A0.002%
7/2/2026 Versant Capital Management Inc634$226K0.0%+34.6%0.002%
6/18/2026 Pacer Advisors Inc.2,030$664K0.0%-53.6%0.005%
6/3/2026 Parallel Advisors LLC767$251K0.0%+70.1%0.002%
6/3/2026 NewEdge Advisors LLC370$121K0.0%-72.3%0.001%
5/26/2026 Glenmede Trust Co. NA24,302$7.94M0.0%-3.8%0.061%
5/22/2026 Summitry LLC618$202K0.0%N/A0.002%
5/21/2026 Essential Partners LLC196$64K0.0%-67.1%0.000%
5/19/2026 Bank of America Corp DE233,326$76.26M0.0%+7.7%0.590%
5/19/2026 Edgestream Partners L.P.23,149$7.57M0.2%+18.7%0.059%


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), BlackRock Inc. ($1.15B), State Street Corp ($647.04M), Norges Bank ($630.28M), AQR Capital Management LLC ($565.39M), Vulcan Value Partners LLC ($512.29M), 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), BlackRock Inc. ($3.22M), Vulcan Value Partners LLC ($1.34M), AQR Capital Management LLC ($1.30M), Barrow Hanley Mewhinney & Strauss LLC ($1.04M), Donald Smith & CO. Inc. ($784.18K), and Fuller & Thaler Asset Management Inc. ($608.48K).

Institutional investors have bought a total of 15,555,468 shares in the last 24 months. This purchase volume represents approximately $5.42B in transactions.

Of the 310 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 ($719.65K), First Trust Advisors LP ($555.38K), UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC ($357.03K), AQR Capital Management LLC ($344.95K), Vanguard Group Inc. ($188.77K), Bank of Montreal Can ($176.48K), and Johnson Investment Counsel Inc. ($169.89K).

Institutional investors have sold a total of 5,400,309 shares in the last 24 months. This volume of shares sold represents approximately $1.86B in transactions.


Related Companies

Institutional ownership data for NYSE:EG is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/23/2026. New 13F filings are added each quarter as they're published.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
They didn't warn anyone in 1971. This time someone is warning you.
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
Iran War Shock: What I Was Told In That Private Meeting
You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially th...
Banyan Hill Publishing | Sponsoredtc pixel
My top 3 AI picks for the next decade
Alexander Green bought Apple in 1996, recommended Nvidia at a split-adjusted 66 cents in 2004, and picked up A...
The Oxford Club | Sponsoredtc pixel
Buy this stock today
Marc Chaikin, founder of Chaikin Analytics, is sharing a strategy he calls 'Sell This, Buy That' - a way to mo...
Chaikin Analytics | Sponsoredtc pixel