Everest Group Ltd (EG) Ownership

363.94 ↑1.48 (0.41%)
As of December 31, 1969, 7:00pm EST.

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Everest Group Ltd (EG), owning a total of 5.5 million shares. Combined, the top 31 institutional holders of EG own 76.18% of the company with a total of 32.8 million shares.

In the latest ownership report on September 30th 2024, the top 31 institutional holders decreased their combined ownership of EG by 1.2 million shares. 8 institutions bought 1,295,410 total additional shares and increased their ownership by an average of 1,571.69%. However 10 institutions sold 2,522,123 total shares and decreased their ownership by an average of 12.96%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of Everest Group Ltd decreased by a net total of -1,226,713 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc12.835%3.216%5,516,237171,8592024-09-30
Wellington Management Company LLP5.132%-43.283%2,205,733-1,683,2642024-09-30
State Street Corp4.459%-0.805%1,916,390-15,5552024-09-30
Boston Partners Global Investors, Inc3.194%11.718%1,372,651143,9732024-09-30
Franklin Resources Inc2.971%-0.384%1,277,067-4,9182024-09-30
Geode Capital Management, LLC2.689%1.420%1,155,76016,1802024-09-30
Champlain Investment Partners, LLC2.150%-2.162%923,930-20,4202024-09-30
AQR Capital Management LLC1.946%-19.009%836,216-196,2632024-09-30
Nuveen Asset Management, LLC1.798%-3.426%772,830-27,4142024-09-30
First Trust Advisors L.P.1.722%199.170%739,934492,6052024-09-30
Amvescap Plc.1.698%-7.502%729,849-59,1912024-09-30
Morgan Stanley - Brokerage Accounts1.457%-42.288%626,323-458,9312024-09-30
Altrinsic Global Advisors LLC1.453%-2.942%624,642-18,9312024-09-30
William Blair Investment Management, LLC1.354%0.279%581,7871,6162024-09-30
Dimensional Fund Advisors, Inc.1.301%4.461%558,99423,8732024-09-30
Massachusetts Financial Services Company1.142%6.618%490,69130,4582024-09-30
LSV Asset Management1.022%-7.816%439,197-37,2362024-09-30
Mizuho Securities USA Inc0.973%12,346.600%418,206414,8462024-09-30

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc12.835%3.216%5,516,237171,8592024-09-30
BlackRock Inc9.291%6.643%3,993,269248,7502024-06-30
Wellington Management Company LLP5.132%-43.283%2,205,733-1,683,2642024-09-30
State Street Corporation4.472%-2.709%1,935,181-53,8772024-03-31
State Street Corp4.459%-0.805%1,916,390-15,5552024-09-30
Boston Partners Global Investors, Inc3.194%11.718%1,372,651143,9732024-09-30
Franklin Resources Inc2.971%-0.384%1,277,067-4,9182024-09-30
Geode Capital Management, LLC2.689%1.420%1,155,76016,1802024-09-30
Champlain Investment Partners, LLC2.150%-2.162%923,930-20,4202024-09-30
NORGES BANK2.088%56.891%897,523325,4562024-06-30
AQR Capital Management LLC1.946%-19.009%836,216-196,2632024-09-30
Nuveen Asset Management, LLC1.798%-3.426%772,830-27,4142024-09-30
Victory Capital Management Inc.1.707%-36.386%740,470-423,5312023-09-30
First Trust Advisors L.P.1.722%199.170%739,934492,6052024-09-30
Amvescap Plc.1.698%-7.502%729,849-59,1912024-09-30
Viking Global Investors LP1.501%-19.315%652,302-156,1572023-12-31
Morgan Stanley - Brokerage Accounts1.457%-42.288%626,323-458,9312024-09-30
Altrinsic Global Advisors LLC1.453%-2.942%624,642-18,9312024-09-30
William Blair Investment Management, LLC1.354%0.279%581,7871,6162024-09-30
Dimensional Fund Advisors, Inc.1.301%4.461%558,99423,8732024-09-30
Massachusetts Financial Services Company1.142%6.618%490,69130,4582024-09-30
Bank of New York Mellon Corp1.067%-48.491%463,674-436,5022023-12-31
Bain Capital Public Equity Management II, LLC1.066%-8.962%462,548-45,5342023-06-30
Los Angeles Capital Management LLC1.014%0.725%440,0743,1692023-09-30
LSV Asset Management1.022%-7.816%439,197-37,2362024-09-30
Legal & General Group PLC0.976%-7.870%419,529-35,8362024-06-30
Mizuho Securities USA Inc0.973%12,346.600%418,206414,8462024-09-30
FMR Inc0.952%-5.362%412,091-23,3482024-03-31
Northern Trust Corp0.927%-4.198%401,254-17,5812024-03-31
AllianceBernstein L.P.0.918%-4.862%397,377-20,3062024-03-31
Charles Schwab Investment Management Inc0.900%-0.046%386,751-1792024-06-30

Mutual Fund Ownership

Vanguard Total Stock Mkt Idx Inv is the biggest individual fund holder of Everest Group Ltd (EG), owning a total of 1.4 million shares. Combined, the top 30 mutual fund holders of EG own 37.29% of the company with a total of 16.1 million shares.

In the latest ownership report on November 30th 2024, the top 30 fund holders increased their combined ownership of EG by 5 thousand shares. 6 funds bought 29,059 total additional shares and increased their ownership by an average of 0.65%. However 3 funds sold 23,795 total shares and decreased their ownership by an average of 0.99%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Everest Group Ltd increased by a net total of 5,264 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Total Stock Mkt Idx Inv3.157%-0.277%1,356,690-3,7652024-11-30
Vanguard Institutional 500 Index Trust2.707%1.427%1,163,44016,3722024-11-30
Vanguard Mid Cap Index Institutional2.147%0.529%922,9264,8532024-11-30
Champlain Mid Cap Fund, LLC2.001%-2.089%859,770-18,3402024-11-30
SPDR® S&P 500® ETF Trust1.245%0.583%535,1933,1002024-11-30
iShares Core S&P 500 ETF1.138%0.000%489,05602024-11-30
Vanguard Value Index Inv0.861%0.713%370,1562,6192024-11-30
The Financial Select Sector SPDR® ETF0.751%0.453%322,8641,4562024-11-30
Vanguard Mid-Cap Value ETF0.695%0.221%298,6276592024-11-30
Vanguard Institutional Index I0.637%-0.613%273,821-1,6902024-11-30

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Total Stock Mkt Idx Inv3.157%-0.277%1,356,690-3,7652024-11-30
Vanguard Instl Ttl Stck Mkt Idx Tr2.794%1.745%1,212,12120,7852023-03-31
Vanguard Institutional 500 Index Trust2.707%1.427%1,163,44016,3722024-11-30
Vanguard Wellington™ Inv2.385%-3.024%1,031,885-32,1792024-06-30
Vanguard Mid Cap Index Institutional2.147%0.529%922,9264,8532024-11-30
Champlain Mid Cap Fund, LLC2.001%-2.089%859,770-18,3402024-11-30
Vanguard Windsor Investor Shares1.543%4.105%663,24026,1522024-09-30
SPDR® S&P 500® ETF Trust1.245%0.583%535,1933,1002024-11-30
Fidelity 500 Index1.236%-0.164%531,099-8712024-10-31
SPDR® S&P 500 ETF Trust1.187%0.711%515,7553,6402024-05-30
Franklin Mutual Global Discovery Z1.190%0.000%511,44402024-10-31
Fidelity® 500 Index1.166%0.640%505,7783,2182023-11-30
iShares Core S&P 500 ETF1.138%0.000%489,05602024-11-30
Victory Sycamore Established Value R1.111%-38.599%482,000-303,0002023-09-30
Champlain Mid Cap Adv1.024%-3.297%440,000-15,0002024-09-30
First Trust Capital Strength ETF1.015%0.000%439,11402024-09-30
Vanguard Value Index Inv0.861%0.713%370,1562,6192024-11-30
Polar Capital Global Ins A Inc0.846%1.042%363,7503,7502024-10-31
Invesco S&P 500® Equal Weight ETF0.835%0.138%358,8194952024-11-29
Franklin Mutual Shares Z0.830%0.000%356,78702024-10-31
CREF Stock R10.752%-5.363%323,111-18,3112024-08-31
The Financial Select Sector SPDR® ETF0.751%0.453%322,8641,4562024-11-30
Vanguard Equity-Income Inv0.725%44.585%311,63796,0982024-09-30
JHancock Disciplined Value Mid Cap I0.724%-24.287%311,069-99,7842024-10-31
Vanguard Mid-Cap Value ETF0.695%0.221%298,6276592024-11-30
Financial Select Sector SPDR® ETF0.675%0.033%293,176962024-05-30
iShares MSCI USA Min Vol Factor ETF0.660%-0.188%283,618-5352024-10-31
Vanguard Institutional Index I0.637%-0.613%273,821-1,6902024-11-30
MFS Mid Cap Value Equity0.630%-13.216%273,142-41,5952023-12-31
MFS Mid Cap Value A0.630%0.000%273,14202024-01-31

Discussions

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Modok

$EG i am trading for a better future!

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wsb_pro

$EG wow you bulls are losers

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gangganggang

$EG Guys when can we expect that 30% drop?

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micmic

$EG headed back to all time highs shortly

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micmic

$EG Silly Bears tricks are for kids

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