Everest Group Ltd (EG) Ownership

328.63 ↑0.00 (0.00%)
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 5.6 million shares. Combined, the top 35 institutional holders of EG own 82.33% of the company with a total of 34.8 million shares.

In the latest ownership report on June 30th 2025, the top 35 institutional holders increased their combined ownership of EG by 250 thousand shares. 8 institutions bought 1,334,193 total additional shares and increased their ownership by an average of 20.95%. However 13 institutions sold 1,084,594 total shares and decreased their ownership by an average of 9.04%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Everest Group Ltd increased by a net total of 249,599 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc13.255%-0.318%5,559,668-17,7082025-06-30
BlackRock Inc8.319%-3.980%3,489,088-144,6162025-06-30
State Street Corp4.558%-1.346%1,911,666-26,0842025-06-30
NORGES BANK4.218%31.256%1,769,309421,3302025-06-30
Wellington Management Company LLP3.471%-6.712%1,456,002-104,7522025-06-30
Vulcan Value Partners, LLC2.968%-6.303%1,244,987-83,7452025-06-30
Geode Capital Management, LLC2.888%0.516%1,211,4746,2172025-06-30
AQR Capital Management LLC2.815%65.594%1,180,615467,6562025-06-30
Barrow Hanley Mewhinney & Strauss LLC2.245%6.828%941,67460,1912025-06-30
Altrinsic Global Advisors LLC2.235%37.236%937,296254,3172025-06-30
William Blair Investment Management, LLC1.635%-2.359%685,769-16,5682025-06-30
Amvescap Plc.1.622%-16.495%680,227-134,3712025-06-30
Massachusetts Financial Services Company1.484%12.593%622,60869,6362025-06-30
First Trust Advisors L.P.1.467%-31.012%615,370-276,6202025-06-30
Boston Partners Global Investors, Inc1.349%-18.810%565,703-131,0622025-06-30
Dimensional Fund Advisors, Inc.1.108%-15.011%464,602-82,0572025-06-30
Genworth Financial Wealth Mgmt Inc1.065%9.662%446,56939,3462025-06-30
Morgan Stanley - Brokerage Accounts1.059%-4.657%444,327-21,7012025-06-30
Polar Capital Holdings PLC0.979%3.924%410,50015,5002025-06-30
Northern Trust Corp0.979%-6.335%410,474-27,7622025-06-30
LSV Asset Management0.954%-4.201%400,167-17,5482025-06-30

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc13.255%-0.318%5,559,668-17,7082025-06-30
BlackRock Inc8.319%-3.980%3,489,088-144,6162025-06-30
State Street Corporation4.472%-2.709%1,935,181-53,8772024-03-31
State Street Corp4.558%-1.346%1,911,666-26,0842025-06-30
NORGES BANK4.218%31.256%1,769,309421,3302025-06-30
Wellington Management Company LLP3.471%-6.712%1,456,002-104,7522025-06-30
Vulcan Value Partners, LLC2.968%-6.303%1,244,987-83,7452025-06-30
Geode Capital Management, LLC2.888%0.516%1,211,4746,2172025-06-30
AQR Capital Management LLC2.815%65.594%1,180,615467,6562025-06-30
Franklin Resources Inc2.677%-12.401%1,122,684-158,9272025-03-31
Barrow Hanley Mewhinney & Strauss LLC2.245%6.828%941,67460,1912025-06-30
Altrinsic Global Advisors LLC2.235%37.236%937,296254,3172025-06-30
Champlain Investment Partners, LLC2.027%-6.668%862,325-61,6052024-12-31
Victory Capital Management Inc.1.707%-36.386%740,470-423,5312023-09-30
William Blair Investment Management, LLC1.635%-2.359%685,769-16,5682025-06-30
Amvescap Plc.1.622%-16.495%680,227-134,3712025-06-30
Viking Global Investors LP1.501%-19.315%652,302-156,1572023-12-31
Massachusetts Financial Services Company1.484%12.593%622,60869,6362025-06-30
First Trust Advisors L.P.1.467%-31.012%615,370-276,6202025-06-30
Nuveen Asset Management, LLC1.404%-22.757%596,955-175,8752024-12-31
Boston Partners Global Investors, Inc1.349%-18.810%565,703-131,0622025-06-30
Dimensional Fund Advisors, Inc.1.108%-15.011%464,602-82,0572025-06-30
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
Genworth Financial Wealth Mgmt Inc1.065%9.662%446,56939,3462025-06-30
Morgan Stanley - Brokerage Accounts1.059%-4.657%444,327-21,7012025-06-30
Los Angeles Capital Management LLC1.014%0.725%440,0743,1692023-09-30
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 Inc0.956%21.543%410,86172,8222024-09-30
Polar Capital Holdings PLC0.979%3.924%410,50015,5002025-06-30
Northern Trust Corp0.979%-6.335%410,474-27,7622025-06-30
LSV Asset Management0.954%-4.201%400,167-17,5482025-06-30
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 US Total Market Shares ETF is the biggest individual fund holder of Everest Group Ltd (EG), owning a total of 1.4 million shares. Combined, the top 40 mutual fund holders of EG own 49.50% of the company with a total of 21 million shares.

In the latest ownership report on August 31st 2025, the top 40 fund holders increased their combined ownership of EG by 9 thousand shares. 2 funds bought 10,265 total additional shares and increased their ownership by an average of 1.17%. However 1 funds sold 960 total shares and decreased their ownership by an average of 0.32%.

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 9,305 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
iShares Core S&P 500 ETF1.220%0.000%511,70602025-08-31
SPDR® S&P 500® ETF1.218%1.254%510,8186,3252025-08-31
Champlain Mid Cap Fund, LLC0.872%1.090%365,5603,9402025-08-31
The Financial Select Sector SPDR® ETF0.722%-0.316%302,851-9602025-08-31

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard US Total Market Shares ETF3.200%-0.864%1,364,835-11,8882024-09-30
Vanguard Total Stock Mkt Idx Inv3.181%-2.290%1,334,341-31,2712025-07-31
Vanguard Institutional 500 Index Trust2.872%0.654%1,221,7557,9352025-05-31
Vanguard Instl Ttl Stck Mkt Idx Tr2.794%1.745%1,212,12120,7852023-03-31
Vanguard 500 Index Investor2.510%-12.767%1,052,689-154,0642025-07-31
Vanguard Wellington™ Inv2.385%-3.024%1,031,885-32,1792024-06-30
Vulcan Value Partners Focus1.716%3.052%719,65321,3152025-06-30
Fidelity 500 Index1.286%0.043%539,1752302025-07-31
SPDR® S&P 500 ETF1.254%-1.429%534,793-7,7502025-03-31
SPDR® S&P 500® ETF Trust1.213%-0.516%520,768-2,7002025-03-31
Vanguard Small Cap Index1.231%-0.657%516,258-3,4142025-07-31
SPDR® S&P 500 ETF Trust1.187%0.711%515,7553,6402024-05-30
iShares Core S&P 500 ETF1.220%0.000%511,70602025-08-31
SPDR® S&P 500® ETF1.218%1.254%510,8186,3252025-08-31
Fidelity® 500 Index1.166%0.640%505,7783,2182023-11-30
Victory Sycamore Established Value R1.111%-38.599%482,000-303,0002023-09-30
Vanguard Mid Cap Index Institutional1.131%1.064%474,3904,9932025-07-31
Vanguard Windsor Investor Shares1.128%-0.737%473,153-3,5122025-06-30
First Trust Capital Strength ETF1.015%0.000%439,11402024-09-30
Franklin Mutual Global Discovery Z1.009%0.005%429,198222025-04-30
Invesco S&P 500® Equal Weight ETF1.006%0.151%422,0326382025-08-29
Polar Capital Global Ins A Inc0.979%0.000%410,50002025-07-31
Champlain Mid Cap Adv0.940%-9.091%400,000-40,0002024-12-31
First Trust Rising Dividend Achiev ETF0.939%0.141%393,6585532025-08-28
Vanguard Value Index Inv0.887%-0.045%377,389-1712025-05-31
Champlain Mid Cap Fund, LLC0.872%1.090%365,5603,9402025-08-31
Vanguard Small Cap Value Index Inv0.793%0.303%332,5821,0062025-07-31
CREF Stock R10.752%-5.363%323,111-18,3112024-08-31
MFS Mid Cap Value Equity0.769%3.802%322,72711,8222025-06-30
Franklin Mutual Shares Z0.755%0.000%321,10802025-04-30
MFS Mid Cap Value A0.759%-1.370%318,306-4,4212025-07-31
JHancock Disciplined Value Mid Cap I0.724%-24.287%311,069-99,7842024-10-31
Donald Smith & Co. All Eq Accounts Comp0.737%54.952%308,990109,5802025-06-30
Barrow Hanley Global Value Equity0.729%22.713%305,93056,6252025-06-30
The Financial Select Sector SPDR® ETF0.722%-0.316%302,851-9602025-08-31
Vanguard Equity-Income Inv0.701%-10.075%293,909-32,9292025-06-30
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 Mid-Cap Value ETF0.656%0.744%278,9032,0602025-05-31
Vanguard Institutional Index I0.620%-0.234%263,713-6182025-05-31

Discussions

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born_to_be_kob5/23/25 09:43am

$EG they don’t want us to shine… But we gon shine…

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iphonepromax2/14/25 04:21pm

$EG I gave in! Bought more 100 shares

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Modok12/21/24 05:00am

$EG i am trading for a better future!

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