Everest Group Ownership 2024 | Who Owns Everest Group Now?


OverviewForecastRevenueFinancialsChartTranscripts

Institutional Ownership

21.05%

0

Institutional Holders

366.00

Everest Group Institutional Shareholders


Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
VANGUARD GROUP INC12.31%0.04%5,344,37816,7290.31%2,036,314,905Jun 30, 2024
BLACKROCK INC.9.20%0.03%3,993,269248,7506.64%1,521,515,528Jun 30, 2024
WELLINGTON MANAGEMENT GROUP LLP8.96%0.26%3,888,997-100,898-2.53%1,481,785,636Jun 30, 2024
STATE STREET CORP4.45%0.03%1,931,945-3,236-0.17%736,109,684,000Jun 30, 2024
FRANKLIN RESOURCES INC2.95%0.15%1,281,985-1,198-0.09%488,461,923Jun 30, 2024
BOSTON PARTNERS2.83%0.58%1,228,67831,2212.61%468,060,670Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC2.63%0.04%1,139,58096,5439.26%434,618,528Jun 30, 2024
AQR CAPITAL MANAGEMENT LLC2.38%0.60%1,032,47917,8851.76%393,394,868Jun 30, 2024
CHAMPLAIN INVESTMENT PARTNERS, LLC2.18%2.21%944,35038,2504.22%359,816,237Jun 30, 2024
NORGES BANK2.07%0.05%897,523897,523100.00%341,974,213Jun 30, 2024
NUVEEN ASSET MANAGEMENT, LLC1.84%0.09%800,244-44,652-5.28%304,908,968Jun 30, 2024
INVESCO LTD.1.82%0.06%789,040246,07445.32%300,640,023Jun 30, 2024
ALTRINSIC GLOBAL ADVISORS LLC1.48%10.94%643,573-977-0.15%245,214,185Jun 30, 2024
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC1.34%0.58%580,171134,51730.18%221,056,911Jun 30, 2024
MORGAN STANLEY1.25%0.02%542,627-19,552-3.48%206,752,173Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP1.23%0.05%535,12138,2547.70%203,891,077Jun 30, 2024
LSV ASSET MANAGEMENT1.10%0.40%476,4338,6541.85%181,531,000Jun 30, 2024
MASSACHUSETTS FINANCIAL SERVICES CO /MA/1.06%0.05%460,233-3,642-0.79%175,357,977Jun 30, 2024
LEGAL & GENERAL GROUP PLC0.97%0.04%419,529-35,836-7.87%159,848,394Jun 30, 2024
CHARLES SCHWAB INVESTMENT MANAGEMENT INC0.89%0.03%386,751-179-0.05%147,359,866Jun 30, 2024

Everest Group's largest institutional shareholder is VANGUARD GROUP INC, holding 12.31% of the company's total share outstanding, currently valued at $2.04B. The top 10 institutional shareholders own together 49.96% of the company.

Institutional Shareholders by % of Total Assets

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
ALTRINSIC GLOBAL ADVISORS LLC1.48%10.94%643,573-977-0.15%245,214,185Jun 30, 2024
NEW VERNON INVESTMENT MANAGEMENT LLC0.02%4.33%8,757-8,757-50.00%3,336,592Jun 30, 2024
PRANA CAPITAL MANAGEMENT, LP0.50%3.92%216,360-57,896-21.11%82,437,487Jun 30, 2024
GENERAL AMERICAN INVESTORS CO INC0.31%3.57%134,6865,4904.25%51,318,060Jun 30, 2024
ZWEIG-DIMENNA ASSOCIATES LLC0.18%3.43%79,909-15,335-16.10%30,446,927Jun 30, 2024
GRACE & WHITE INC /NY0.11%3.38%47,232-50-0.11%17,996,280Jun 30, 2024
NFC INVESTMENTS, LLC0.07%3.32%30,390500.16%11,579,000Jun 30, 2024
TE AHUMAIRANGI INVESTMENT MANAGEMENT LTD0.07%2.33%31,8401,1453.73%12,132,000Jun 30, 2024
CHAMPLAIN INVESTMENT PARTNERS, LLC2.18%2.21%944,35038,2504.22%359,816,237Jun 30, 2024
CLOUGH CAPITAL PARTNERS L P0.11%2.05%49,35316,55450.47%18,804,480Jun 30, 2024
ARNHOLD LLC0.12%2.01%49,890-163-0.33%19,009,088Jun 30, 2024
GRAPHENE INVESTMENTS SAS0.02%1.96%8,200-1,100-11.83%3,124,364Jun 30, 2024
DUPREE FINANCIAL GROUP, LLC0.03%1.89%10,927-2,779-20.28%4,163,299Jun 30, 2024
LINGOHR & PARTNER ASSET MANAGEMENT GMBH0.00%1.87%1,962--748,000Jun 30, 2024
PROSPECTOR PARTNERS LLC0.10%1.84%43,2933380.79%16,495,499Jun 30, 2024
LS INVESTMENT ADVISORS, LLC0.05%1.41%23,636-274-1.15%9,005,789Jun 30, 2024
VAN DEN BERG MANAGEMENT I, INC0.03%1.36%12,0244,91569.14%4,581,384Jun 30, 2024
MOUNT LUCAS MANAGEMENT LP0.03%1.34%12,2864043.40%4,681,212Jun 30, 2024
CALIFORNIA FIRST LEASING CORP0.02%1.32%7,740--2,949,095Jun 30, 2024
BRIGHT FUTURES WEALTH MANAGEMENT, LLC.0.02%1.32%6,6653685.84%2,426,873Jun 30, 2024

The largest Everest Group shareholder by % of total assets is ALTRINSIC GLOBAL ADVISORS LLC. The company owns 643.57K shares of Everest Group (RE), representing 10.94% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
NORGES BANK2.07%0.05%897,523897,523100.00%341,974,213Jun 30, 2024
BLACKROCK INC.9.20%0.03%3,993,269248,7506.64%1,521,515,528Jun 30, 2024
INVESCO LTD.1.82%0.06%789,040246,07445.32%300,640,023Jun 30, 2024
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC1.34%0.58%580,171134,51730.18%221,056,911Jun 30, 2024
MAN GROUP PLC0.48%0.20%208,175105,481102.71%79,318,838Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC2.63%0.04%1,139,58096,5439.26%434,618,528Jun 30, 2024
ZIMMER PARTNERS, LP0.23%0.70%100,00057,500135.29%38,102,000Jun 30, 2024
KBC GROUP NV0.83%0.42%362,41149,66315.88%138,086,000Jun 30, 2024
FIRST TRUST ADVISORS LP0.57%0.10%247,32948,48024.38%94,237,295Jun 30, 2024
BARCLAYS PLC0.46%0.02%199,92248,08631.67%76,175,000Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP1.23%0.05%535,12138,2547.70%203,891,077Jun 30, 2024
CHAMPLAIN INVESTMENT PARTNERS, LLC2.18%2.21%944,35038,2504.22%359,816,237Jun 30, 2024
0.08%0.37%33,94033,940100.00%12,931,687Jun 30, 2024
DEUTSCHE BANK AG\0.39%0.03%170,74833,33324.26%65,058,403Jun 30, 2024
QUBE RESEARCH & TECHNOLOGIES LTD0.23%0.06%100,85632,92548.47%38,428,153Jun 30, 2024
COLONY GROUP, LLC0.07%0.04%32,22532,225100.00%12,278,000Jun 30, 2024
ANDRA AP-FONDEN0.07%0.21%32,20032,200100.00%12,268,844Jun 30, 2024
TWO SIGMA INVESTMENTS, LP0.16%0.06%68,43232,09188.31%26,073,961Jun 30, 2024
BOSTON PARTNERS2.83%0.58%1,228,67831,2212.61%468,060,670Jun 30, 2024
SOUTH DAKOTA INVESTMENT COUNCIL0.13%0.46%58,33926,94585.83%22,228,000Jun 30, 2024

As of Jun 30 2024, Everest Group's largest institutional buyer is NORGES BANK. The company purchased 897.52K stocks of RE, valued at $341.97M.

Institutional Sellers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
UBS ASSET MANAGEMENT AMERICAS INC0.13%0.01%56,818-197,558-77.66%21,648,794Jun 30, 2024
LOS ANGELES CAPITAL MANAGEMENT LLC0.43%0.25%185,920-188,816-50.39%70,839,238Jun 30, 2024
BAIN CAPITAL PUBLIC EQUITY MANAGEMENT II, LLC----145,208-100.00%-Jun 30, 2024
JPMORGAN CHASE & CO0.15%0.00%65,678-143,434-68.59%25,024,665Jun 30, 2024
WELLINGTON MANAGEMENT GROUP LLP8.96%0.26%3,888,997-100,898-2.53%1,481,785,636Jun 30, 2024
ADAGE CAPITAL PARTNERS GP, L.L.C.0.10%0.03%41,681-80,900-66.00%15,881,295Jun 30, 2024
GOLDMAN SACHS GROUP INC0.25%0.01%107,681-75,560-41.24%41,028,646Jun 30, 2024
FMR LLC0.78%0.01%338,039-74,052-17.97%128,799,545Jun 30, 2024
SQUAREPOINT OPS LLC0.01%0.00%2,873-58,076-95.29%1,094,670Jun 30, 2024
PRANA CAPITAL MANAGEMENT, LP0.50%3.92%216,360-57,896-21.11%82,437,487Jun 30, 2024
WOODLINE PARTNERS LP----56,452-100.00%-Jun 30, 2024
ALLIANCEBERNSTEIN L.P.0.80%0.05%346,781-50,596-12.73%132,130,497Jun 30, 2024
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP----46,414-100.00%-Jun 30, 2024
NUVEEN ASSET MANAGEMENT, LLC1.84%0.09%800,244-44,652-5.28%304,908,968Jun 30, 2024
MILLENNIUM MANAGEMENT LLC0.11%0.01%48,039-41,044-46.07%18,303,820Jun 30, 2024
SCHONFELD STRATEGIC ADVISORS LLC0.11%0.11%45,775-36,706-44.50%17,441,188Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC----35,900-100.00%-Jun 30, 2024
LEGAL & GENERAL GROUP PLC0.97%0.04%419,529-35,836-7.87%159,848,394Jun 30, 2024
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC----35,696-100.00%-Jun 30, 2024
RUSSELL INVESTMENTS GROUP, LTD.0.09%0.02%37,589-34,575-47.91%14,320,775Jun 30, 2024

As of Jun 30 2024, Everest Group's biggest institutional seller is UBS ASSET MANAGEMENT AMERICAS INC. The company sold -0.20M shares of RE, valued at $21.65M.

Institutional New positions

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
NORGES BANK2.07%0.05%897,523897,523100.00%341,974,213Jun 30, 2024
0.08%0.37%33,94033,940100.00%12,931,687Jun 30, 2024
COLONY GROUP, LLC0.07%0.04%32,22532,225100.00%12,278,000Jun 30, 2024
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC0.05%0.20%23,09023,090100.00%8,797,752Jun 30, 2024
GRANTHAM, MAYO, VAN OTTERLOO & CO. LLC0.04%0.02%15,61815,618100.00%5,950,770Jun 30, 2024
MANNING & NAPIER ADVISORS LLC0.03%0.06%14,05614,056100.00%5,355,617Jun 30, 2024
FJARDE AP-FONDEN (THE FOURTH SWEDISH NATIONAL PENSIONFUND)0.03%0.06%13,98713,987100.00%5,329,000Jun 30, 2024
COREBRIDGE FINANCIAL, INC.0.03%0.02%11,18611,186100.00%4,262,090Jun 30, 2024
OMERS ADMINISTRATION CORP0.02%0.04%10,10210,102100.00%3,849,064Jun 30, 2024
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.0.01%0.00%4,3394,339100.00%1,653,245Jun 30, 2024
J. SAFRA SARASIN HOLDING AG0.01%0.03%4,1414,141100.00%1,577,804Jun 30, 2024
ALAMAR CAPITAL MANAGEMENT, LLC0.01%1.13%4,0844,084100.00%1,556,217Jun 30, 2024
FORA CAPITAL, LLC0.01%0.16%3,5153,515100.00%1,339,285Jun 30, 2024
MBB PUBLIC MARKETS I LLC0.01%0.03%3,3733,373100.00%1,285,180Jun 30, 2024
MIZUHO SECURITIES USA LLC0.01%0.03%3,3603,360100.00%1,280,227Jun 30, 2024
FLPUTNAM INVESTMENT MANAGEMENT CO0.01%0.02%2,7702,770100.00%1,055,425Jun 30, 2024
LEVEL FOUR ADVISORY SERVICES, LLC0.00%0.04%2,1132,113100.00%805,095Jun 30, 2024
HB WEALTH MANAGEMENT, LLC0.00%0.01%2,0592,059100.00%784,520Jun 30, 2024
READYSTATE ASSET MANAGEMENT LP0.00%0.02%2,0002,000100.00%762,040Jun 30, 2024
MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.0.00%0.00%1,9071,907100.00%725,614Jun 30, 2024
READYSTATE ASSET MANAGEMENT LP0.00%0.02%1,8001,800100.00%685,836Jun 30, 2024
ACADIAN ASSET MANAGEMENT LLC0.00%0.00%1,5811,581100.00%601,000Jun 30, 2024
HERON BAY CAPITAL MANAGEMENT0.00%0.10%1,2911,291100.00%491,897Jun 30, 2024
ISAM FUNDS (UK) LTD0.00%0.35%1,2171,217100.00%463,701Jun 30, 2024
BLUESHIFT ASSET MANAGEMENT, LLC0.00%0.11%861861100.00%328,058Jun 30, 2024
ABACUS PLANNING GROUP, INC.0.00%0.06%832832100.00%317,009Jun 30, 2024
LESTER MURRAY ANTMAN DBA SIMPLYRICH0.00%0.09%788788100.00%300,000Jun 30, 2024
PARADIGM FINANCIAL PARTNERS, LLC0.00%0.04%770770100.00%293,472Jun 30, 2024
RELATIVE VALUE PARTNERS GROUP, LLC0.00%0.04%734734100.00%279,667Jun 30, 2024
PELOTON WEALTH STRATEGISTS0.00%0.11%715715100.00%272,000Jun 30, 2024
PARAGON CAPITAL MANAGEMENT LTD0.00%0.05%708708100.00%270,057Jun 30, 2024
LIFEWORKS ADVISORS, LLC0.00%0.07%631631100.00%240,500Jun 30, 2024
AIGEN INVESTMENT MANAGEMENT, LP0.00%0.04%608608100.00%231,660Jun 30, 2024
ATRIA INVESTMENTS, INC0.00%0.00%571571100.00%217,608Jun 30, 2024
BURNEY CO/0.00%0.01%545545100.00%207,656Jun 30, 2024
VAN ECK ASSOCIATES CORP0.00%0.00%397397100.00%151,000Jun 30, 2024
EDMOND DE ROTHSCHILD HOLDING S.A.0.00%0.00%345345100.00%131,452Jun 30, 2024
SRS CAPITAL ADVISORS, INC.0.00%0.01%201201100.00%76,586Jun 30, 2024
OLD SECOND NATIONAL BANK OF AURORA0.00%0.01%103103100.00%39,245Jun 30, 2024
0.00%0.02%8282100.00%31,244Jun 30, 2024
AMERICAN NATIONAL BANK0.00%0.00%7070100.00%26,671Jun 30, 2024
UMB BANK, N.A.0.00%0.00%5959100.00%22,480Jun 30, 2024
Y.D. MORE INVESTMENTS LTD0.00%-3232100.00%32Jun 30, 2024
FAMILY FIRM, INC.0.00%0.00%3232100.00%12,312Jun 30, 2024
REDWOOD WEALTH MANAGEMENT GROUP, LLC0.00%0.01%2727100.00%10,288Jun 30, 2024
TYLER-STONE WEALTH MANAGEMENT-0.00%1919100.00%7,239Jun 30, 2024
WINCH ADVISORY SERVICES, LLC-0.00%1313100.00%4,953Jun 30, 2024
ASHTON THOMAS PRIVATE WEALTH, LLC-0.00%1010100.00%3,810Jun 30, 2024
HOBBS GROUP ADVISORS, LLC-0.00%88100.00%3,060Jun 30, 2024
PRIVATE OCEAN, LLC-0.00%66100.00%2,286Jun 30, 2024
CAPITAL ADVISORS, LTD. LLC-0.00%55100.00%2,000Jun 30, 2024
GLEN EAGLE ADVISORS, LLC-0.00%44100.00%1,532Jun 30, 2024
COUNTRY TRUST BANK--22100.00%762Jun 30, 2024

Everest Group's largest new institutional shareholder by number of shares is NORGES BANK, purchased 897.52K shares, valued at $341.97M, as of undefined.

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
BAIN CAPITAL PUBLIC EQUITY MANAGEMENT II, LLC----145,208-100.00%-Jun 30, 2024
WOODLINE PARTNERS LP----56,452-100.00%-Jun 30, 2024
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP----46,414-100.00%-Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC----35,900-100.00%-Jun 30, 2024
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC----35,696-100.00%-Jun 30, 2024
TUDOR INVESTMENT CORP ET AL----29,234-100.00%-Jun 30, 2024
PHILADELPHIA FINANCIAL MANAGEMENT OF SAN FRANCISCO, LLC----24,998-100.00%-Jun 30, 2024
BALYASNY ASSET MANAGEMENT L.P.----24,564-100.00%-Jun 30, 2024
PRUDENTIAL PLC----18,552-100.00%-Jun 30, 2024
BAIN CAPITAL PUBLIC EQUITY, LP----17,740-100.00%-Jun 30, 2024
AMERICAN INTERNATIONAL GROUP, INC.----11,394-100.00%-Jun 30, 2024
AMERICANA PARTNERS, LLC----9,597-100.00%-Jun 30, 2024
VINVA INVESTMENT MANAGEMENT LTD----8,003-100.00%-Jun 30, 2024
BNC WEALTH MANAGEMENT, LLC----7,711-100.00%-Jun 30, 2024
CONCENTRIC CAPITAL STRATEGIES, LP----6,910-100.00%-Jun 30, 2024
EISLER CAPITAL (UK) LTD.----6,877-100.00%-Jun 30, 2024
EXODUSPOINT CAPITAL MANAGEMENT, LP----5,263-100.00%-Jun 30, 2024
F/M INVESTMENTS LLC----4,408-100.00%-Jun 30, 2024
TEAMWORK FINANCIAL ADVISORS, LLC----3,816-100.00%-Jun 30, 2024
Y-INTERCEPT (HONG KONG) LTD----3,634-100.00%-Jun 30, 2024
XTX TOPCO LTD----2,807-100.00%-Jun 30, 2024
RAILWAY PENSION INVESTMENTS LTD----2,700-100.00%-Jun 30, 2024
LECAP ASSET MANAGEMENT LTD----2,128-100.00%-Jun 30, 2024
SMITH GROUP ASSET MANAGEMENT, LLC----2,015-100.00%-Jun 30, 2024
STONERIDGE INVESTMENT PARTNERS LLC----1,779-100.00%-Jun 30, 2024
METROPOLITAN LIFE INSURANCE CO/NY----1,751-100.00%-Jun 30, 2024
IPG INVESTMENT ADVISORS LLC----1,710-100.00%-Jun 30, 2024
BREVAN HOWARD CAPITAL MANAGEMENT LP----1,378-100.00%-Jun 30, 2024
QTRON INVESTMENTS LLC----1,376-100.00%-Jun 30, 2024
ENGINEERS GATE MANAGER LP----1,282-100.00%-Jun 30, 2024
MAGNETAR FINANCIAL LLC----1,261-100.00%-Jun 30, 2024
SHELTON WEALTH MANAGEMENT, LLC----1,159-100.00%-Jun 30, 2024
WINTON GROUP LTD----1,098-100.00%-Jun 30, 2024
VIVID WEALTH MANAGEMENT, LLC----1,055-100.00%-Jun 30, 2024
WEALTHSTAR ADVISORS, LLC----913-100.00%-Jun 30, 2024
D. E. SHAW & CO., INC.----900-100.00%-Jun 30, 2024
DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN----899-100.00%-Jun 30, 2024
EMPIRICAL ASSET MANAGEMENT, LLC----873-100.00%-Jun 30, 2024
CORTON CAPITAL INC.----861-100.00%-Jun 30, 2024
EQIS CAPITAL MANAGEMENT, INC.----834-100.00%-Jun 30, 2024
PALLAS CAPITAL ADVISORS LLC----820-100.00%-Jun 30, 2024
OPPENHEIMER ASSET MANAGEMENT INC.----730-100.00%-Jun 30, 2024
SIMON QUICK ADVISORS, LLC----723-100.00%-Jun 30, 2024
CAMPBELL & CO INVESTMENT ADVISER LLC----715-100.00%-Jun 30, 2024
SCIENTECH RESEARCH LLC----690-100.00%-Jun 30, 2024
MEIJI YASUDA LIFE INSURANCE CO----630-100.00%-Jun 30, 2024
PRIME CAPITAL INVESTMENT ADVISORS, LLC----586-100.00%-Jun 30, 2024
SOMPO ASSET MANAGEMENT CO., LTD.----580-100.00%-Jun 30, 2024
NORDEN GROUP LLC----558-100.00%-Jun 30, 2024
WHITAKER-MYERS WEALTH MANAGERS, LTD.----531-100.00%-Jun 30, 2024
ASSENAGON ASSET MANAGEMENT S.A.----506-100.00%-Jun 30, 2024
JUMP FINANCIAL, LLC----506-100.00%-Jun 30, 2024
DELAP WEALTH ADVISORY, LLC----506-100.00%-Jun 30, 2024
ARMISTICE CAPITAL, LLC----505-100.00%-Jun 30, 2024
PEAK6 INVESTMENTS LLC----500-100.00%-Jun 30, 2024
AXS INVESTMENTS LLC----355-100.00%-Jun 30, 2024
WALLEYE TRADING LLC----148-100.00%-Jun 30, 2024
SYSTM WEALTH SOLUTIONS LLC----143-100.00%-Jun 30, 2024
TWIN TREE MANAGEMENT, LP----100-100.00%-Jun 30, 2024
INDUSTRIAL ALLIANCE INVESTMENT MANAGEMENT INC.----56-100.00%-Jun 30, 2024
MEEDER ASSET MANAGEMENT INC----10-100.00%-Jun 30, 2024
OLIVER LAGORE VANVALIN INVESTMENT GROUP----7-100.00%-Jun 30, 2024
CITY STATE BANK----6-100.00%-Jun 30, 2024
WESTERN PACIFIC WEALTH MANAGEMENT, LP----4-100.00%-Jun 30, 2024
RAKUTEN SECURITIES, INC.----3-100.00%-Jun 30, 2024
TD CAPITAL MANAGEMENT LLC----1-100.00%-Jun 30, 2024
TFO-TDC, LLC----1-100.00%-Jun 30, 2024
FINANCIAL GRAVITY ASSET MANAGEMENT, INC.----1-100.00%-Jun 30, 2024
AVION WEALTH----1-100.00%-Jun 30, 2024
----1-100.00%-Jun 30, 2024

Everest Group's largest sold out institutional shareholder by shares sold is BAIN CAPITAL PUBLIC EQUITY MANAGEMENT II, LLC, sold -0.15M shares, valued at -, as of undefined.

Everest Group Mutual Fund Holders


Name% Total AssetsTotal SharesChange AmountChange %Date
THOMPSON IM FUNDS INC1.12%17,705,000--Feb 29, 2024
First Trust Intermediate Duration Preferred & Income Fund0.53%8,134,000--Jan 31, 2024
FIRST TRUST SERIES FUND0.30%1,063,000--Jan 31, 2024
CALIFORNIA FIRST LEASING CORP0.11%7,7402,70053.57%Mar 31, 2024
FRANKLIN MUTUAL SERIES FUNDS0.02%1,120,96024,3002.22%Jun 30, 2020
NORTHERN FUNDS0.00%200,000--Mar 28, 2024
FIRST TRUST EXCHANGE-TRADED FUND III0.00%3,500,000--Jan 31, 2024
EMPOWER FUNDS, INC.0.00%1,000,000--Mar 31, 2024
Advisors' Inner Circle Fund II0.00%425,240--Jan 31, 2024
RBB FUND, INC.0.00%33,006--Feb 29, 2024
Tidal ETF Trust0.00%2,255--Jan 31, 2024
JOHN HANCOCK VARIABLE INSURANCE TRUST0.00%125,000--Mar 31, 2024
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST0.00%133,1076,0004.72%Jun 30, 2020
Advisors' Inner Circle Fund III0.00%133-1,611-92.37%Jan 31, 2024

Everest Group's largest mutual fund holder by % of total assets is "THOMPSON IM FUNDS INC", owning 17.70M shares, compromising 1.12% of its total assets.

Everest Group Institutional Ownership Trends


Institutional Holdings Trend

DateHoldingsChange %
30 Jun, 24366-43.43%
31 Mar, 24647-3.43%
31 Dec, 2367012.42%
30 Sep, 235963.47%
30 Jun, 23576-0.86%
31 Mar, 235813.75%
31 Dec, 225608.95%
30 Sep, 22514-2.84%
30 Jun, 225292.52%
31 Mar, 225165.95%
31 Dec, 214873.40%
30 Sep, 214710.86%
30 Jun, 21467-0.43%
31 Mar, 214693.76%
31 Dec, 204522.73%
30 Sep, 204400.92%
30 Jun, 204361.16%
31 Mar, 20431-4.22%
31 Dec, 19450-0.66%
30 Sep, 19453-0.88%
30 Jun, 194577.03%
31 Mar, 19427-1.16%
31 Dec, 184324.35%
30 Sep, 18414-8.20%
30 Jun, 18451-4.25%
31 Mar, 184715.37%
31 Dec, 17447-1.11%
30 Sep, 174521.57%
30 Jun, 1744512.09%
31 Mar, 17397-2.93%
31 Dec, 164097.07%
30 Sep, 16382-3.78%
30 Jun, 163972.32%
31 Mar, 16388-1.27%
31 Dec, 153931.81%
30 Sep, 15386-1.53%
30 Jun, 15392-2.49%
31 Mar, 154026.91%
31 Dec, 143769.62%
30 Sep, 14343-8.04%
30 Jun, 143733.04%
31 Mar, 143623.13%
31 Dec, 133514.15%
30 Sep, 133374.66%
30 Jun, 13322138.52%
31 Mar, 131353.85%
31 Dec, 121304.84%
30 Sep, 12124-3.88%
30 Jun, 1212921.70%
31 Mar, 12106-0.93%
31 Dec, 1110711.46%
30 Sep, 11962.13%
30 Jun, 1194-7.84%
31 Mar, 111023.03%
31 Dec, 109910.00%
30 Sep, 1090-5.26%
30 Jun, 1095-
31 Mar, 10956.74%
31 Dec, 0989-8.25%
30 Sep, 09978.99%
30 Jun, 098920.27%
31 Mar, 0974-3.90%
31 Dec, 087710.00%
30 Sep, 0870-7.89%
30 Jun, 0876-8.43%
31 Mar, 08839.21%
31 Dec, 07768.57%
30 Sep, 0770-5.41%
30 Jun, 077445.10%
31 Mar, 0751-32.00%
31 Dec, 067527.12%
30 Sep, 065911.32%
30 Jun, 0653-18.46%
31 Mar, 06651.56%
31 Dec, 056416.36%
30 Sep, 055510.00%
30 Jun, 055011.11%
31 Mar, 0545-
31 Dec, 044536.36%
30 Sep, 0433-26.67%
30 Jun, 0445-16.67%
31 Mar, 04541.89%
31 Dec, 035310.42%
30 Sep, 034811.63%
30 Jun, 034319.44%
31 Mar, 03365.88%
31 Dec, 02346.25%
30 Sep, 023218.52%
30 Jun, 0227-6.90%
31 Mar, 022952.63%
31 Dec, 0119-17.39%
30 Sep, 0123-4.17%
30 Jun, 0124-4.00%
31 Mar, 012531.58%
31 Dec, 00195.56%
30 Sep, 0018-10.00%
30 Jun, 002042.86%
31 Mar, 00141300.00%
31 Dec, 991-

As of 30 Jun 24, 366 institutions are holding Everest Group's shares, representing a decrease of -43.43% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
30 Jun, 249,134,846-77.16%
31 Mar, 2439,986,733-0.38%
31 Dec, 2340,140,9490.73%
30 Sep, 2339,848,5791.54%
30 Jun, 2339,244,1953.51%
31 Mar, 2337,912,6143.81%
31 Dec, 2236,519,555-0.34%
30 Sep, 2236,642,6030.61%
30 Jun, 2236,421,544-0.89%
31 Mar, 2236,747,933-0.81%
31 Dec, 2137,048,910-0.69%
30 Sep, 2137,306,893-1.70%
30 Jun, 2137,951,8741.10%
31 Mar, 2137,540,361-0.93%
31 Dec, 2037,891,3550.34%
30 Sep, 2037,763,876-0.04%
30 Jun, 2037,778,793-0.40%
31 Mar, 2037,929,374-2.70%
31 Dec, 1938,983,4020.70%
30 Sep, 1938,710,5210.21%
30 Jun, 1938,629,6542.50%
31 Mar, 1937,685,6710.08%
31 Dec, 1837,656,383-3.34%
30 Sep, 1838,956,7321.74%
30 Jun, 1838,288,6371.20%
31 Mar, 1837,834,1871.44%
31 Dec, 1737,295,691-4.07%
30 Sep, 1738,877,1401.11%
30 Jun, 1738,450,8490.94%
31 Mar, 1738,094,1510.93%
31 Dec, 1637,744,0000.07%
30 Sep, 1637,717,068-3.58%
30 Jun, 1639,116,632-2.46%
31 Mar, 1640,104,746-0.36%
31 Dec, 1540,248,546-1.16%
30 Sep, 1540,721,088-2.98%
30 Jun, 1541,972,814-2.11%
31 Mar, 1542,879,264-0.90%
31 Dec, 1443,270,7291.90%
30 Sep, 1442,462,380-0.76%
30 Jun, 1442,788,544-1.61%
31 Mar, 1443,486,673-3.19%
31 Dec, 1344,918,394-1.06%
30 Sep, 1345,401,6550.48%
30 Jun, 1345,184,976126.08%
31 Mar, 1319,986,357-2.03%
31 Dec, 1220,400,5650.14%
30 Sep, 1220,372,6103.47%
30 Jun, 1219,688,9858.75%
31 Mar, 1218,104,6775.90%
31 Dec, 1117,096,785-8.86%
30 Sep, 1118,758,480-4.09%
30 Jun, 1119,558,7297.01%
31 Mar, 1118,277,53313.86%
31 Dec, 1016,053,0623.52%
30 Sep, 1015,507,818-22.23%
30 Jun, 1019,939,4289.28%
31 Mar, 1018,246,4932.75%
31 Dec, 0917,757,307-14.23%
30 Sep, 0920,703,654-0.94%
30 Jun, 0920,899,610-14.92%
31 Mar, 0924,565,280-14.29%
31 Dec, 0828,662,34089.92%
30 Sep, 0815,091,99310.71%
30 Jun, 0813,632,108-12.74%
31 Mar, 0815,621,672-21.80%
31 Dec, 0719,976,8291.72%
30 Sep, 0719,638,31810.69%
30 Jun, 0717,742,159123.49%
31 Mar, 077,938,856-46.51%
31 Dec, 0614,842,6161.74%
30 Sep, 0614,588,26115.73%
30 Jun, 0612,605,61725.15%
31 Mar, 0610,072,636-2.08%
31 Dec, 0510,286,70314.99%
30 Sep, 058,945,91725.78%
30 Jun, 057,112,193-10.32%
31 Mar, 057,930,469-2.74%
31 Dec, 048,154,2413.27%
30 Sep, 047,896,112-8.20%
30 Jun, 048,601,83435.77%
31 Mar, 046,335,64651.75%
31 Dec, 034,175,048-20.76%
30 Sep, 035,268,806-1.96%
30 Jun, 035,374,13030.02%
31 Mar, 034,133,1925.55%
31 Dec, 023,915,985-16.66%
30 Sep, 024,698,53937.18%
30 Jun, 023,424,968-50.65%
31 Mar, 026,940,496252.77%
31 Dec, 011,967,416-29.41%
30 Sep, 012,787,276-54.69%
30 Jun, 016,151,352-22.41%
31 Mar, 017,928,0385.92%
31 Dec, 007,485,0030.98%
30 Sep, 007,412,403-9.04%
30 Jun, 008,149,02826.73%
31 Mar, 006,430,0123591.17%
31 Dec, 99174,200-

Everest Group (RE) has 9.13M shares outstanding as of 30 Jun 24, down -77.16% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
30 Jun, 2421.05%0.25%
31 Mar, 2492.14%1.08%
31 Dec, 2392.49%1.10%
30 Sep, 2391.82%0.99%
30 Jun, 2396.42%1.00%
31 Mar, 2397.97%1.12%
31 Dec, 2293.64%1.05%
30 Sep, 2294.44%1.08%
30 Jun, 2293.63%1.04%
31 Mar, 2294.71%1.05%
31 Dec, 2195.00%1.05%
30 Sep, 2195.17%1.03%
30 Jun, 2196.02%1.07%
31 Mar, 2194.94%1.06%
31 Dec, 2094.73%1.04%
30 Sep, 2095.65%1.04%
30 Jun, 2095.77%1.08%
31 Mar, 2094.34%1.03%
31 Dec, 1995.66%1.06%
30 Sep, 1994.92%1.05%
30 Jun, 1994.87%1.11%
31 Mar, 1992.57%1.09%
31 Dec, 1892.37%1.01%
30 Sep, 1895.49%1.09%
30 Jun, 1893.67%1.10%
31 Mar, 1892.46%1.12%
31 Dec, 1790.92%0.99%
30 Sep, 1795.65%1.09%
30 Jun, 1793.59%1.08%
31 Mar, 1793.00%1.14%
31 Dec, 1690.35%1.10%
30 Sep, 1690.78%1.05%
30 Jun, 1692.96%1.05%
31 Mar, 1694.14%1.12%
31 Dec, 1591.74%1.06%
30 Sep, 1592.89%1.03%
30 Jun, 1594.76%1.02%
31 Mar, 1596.39%1.08%
31 Dec, 1494.40%1.08%
30 Sep, 1493.45%1.08%
30 Jun, 1493.19%1.09%
31 Mar, 1492.62%1.10%
31 Dec, 1391.56%1.04%
30 Sep, 1393.80%1.11%
30 Jun, 1391.80%5.94%
31 Mar, 1339.31%2.58%
31 Dec, 1239.01%2.53%
30 Sep, 1239.30%2.78%
30 Jun, 1237.63%3.28%
31 Mar, 1233.87%3.38%
31 Dec, 1131.65%2.66%
30 Sep, 1134.51%2.66%
30 Jun, 1136.05%3.19%
31 Mar, 1133.62%4.23%
31 Dec, 1028.20%3.66%
30 Sep, 1027.78%2.35%
30 Jun, 1034.36%3.67%
31 Mar, 1030.61%3.60%
31 Dec, 0929.18%2.52%
30 Sep, 0934.05%2.94%
30 Jun, 0934.04%2.12%
31 Mar, 0940.08%1.86%
31 Dec, 0846.47%7.69%
30 Sep, 0824.58%5.03%
30 Jun, 0822.11%3.52%
31 Mar, 0825.04%2.50%
31 Dec, 0731.65%3.23%
30 Sep, 0731.30%3.93%
30 Jun, 0728.21%18.43%
31 Mar, 0712.37%2.35%
31 Dec, 0622.93%4.52%
30 Sep, 0622.54%5.94%
30 Jun, 0619.48%8.02%
31 Mar, 0615.59%4.90%
31 Dec, 0517.84%7.08%
30 Sep, 0515.87%9.93%
30 Jun, 0512.64%6.33%
31 Mar, 0514.13%6.64%
31 Dec, 0414.58%7.33%
30 Sep, 0414.10%5.96%
30 Jun, 0415.38%11.92%
31 Mar, 0411.36%19.02%
31 Dec, 037.73%8.58%
30 Sep, 039.49%9.62%
30 Jun, 039.93%15.06%
31 Mar, 038.12%13.41%
31 Dec, 027.78%9.16%
30 Sep, 029.22%20.68%
30 Jun, 026.68%3.21%
31 Mar, 0214.43%79.46%
31 Dec, 014.26%11.72%
30 Sep, 016.03%3.39%
30 Jun, 0113.33%4.50%
31 Mar, 0117.21%6.47%
31 Dec, 0016.32%6.24%
30 Sep, 0016.17%5.11%
30 Jun, 0017.78%9.06%
31 Mar, 0014.01%10865.80%
31 Dec, 990.36%-

As of 30 Jun 24, Everest Group is held by 21.05% institutional shareholders, representing a 0.25% growth compared to 31 Mar 24.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
30 Jun, 24180-37.93%
31 Mar, 24290-22.67%
31 Dec, 2337529.76%
30 Sep, 23289-0.34%
30 Jun, 2329010.27%
31 Mar, 232634.37%
31 Dec, 222527.23%
30 Sep, 22235-7.48%
30 Jun, 222541.20%
31 Mar, 2225116.74%
31 Dec, 212151.90%
30 Sep, 212111.44%
30 Jun, 21208-4.59%
31 Mar, 212189.55%
31 Dec, 201996.99%
30 Sep, 20186-9.71%
30 Jun, 20206-4.63%
31 Mar, 2021613.68%
31 Dec, 19190-5.94%
30 Sep, 19202-0.49%
30 Jun, 19203-
31 Mar, 192034.64%
31 Dec, 1819414.79%
30 Sep, 18169-14.65%
30 Jun, 18198-1.49%
31 Mar, 182011.52%
31 Dec, 17198-12.39%
30 Sep, 172265.12%
30 Jun, 172158.04%
31 Mar, 171998.74%
31 Dec, 1618330.71%
30 Sep, 16140-24.32%
30 Jun, 161858.19%
31 Mar, 16171-5.00%
31 Dec, 151807.78%
30 Sep, 15167-5.11%
30 Jun, 15176-3.83%
31 Mar, 1518312.96%
31 Dec, 1416230.65%
30 Sep, 14124-22.98%
30 Jun, 1416113.38%
31 Mar, 14142-10.13%
31 Dec, 131581.94%
30 Sep, 13155-34.60%
30 Jun, 13237233.80%
31 Mar, 1371-
31 Dec, 12714.41%
30 Sep, 1268-12.82%
30 Jun, 127877.27%
31 Mar, 1244-20.00%
31 Dec, 115522.22%
30 Sep, 11459.76%
30 Jun, 1141-22.64%
31 Mar, 115315.22%
31 Dec, 1046-13.21%
30 Sep, 1053-
30 Jun, 1053-11.67%
31 Mar, 10605.26%
31 Dec, 0957-1.72%
30 Sep, 09587.41%
30 Jun, 095428.57%
31 Mar, 0942-14.29%
31 Dec, 084963.33%
30 Sep, 0830-28.57%
30 Jun, 0842-12.50%
31 Mar, 08489.09%
31 Dec, 074415.79%
30 Sep, 0738-28.30%
30 Jun, 0753103.85%
31 Mar, 0726-48.00%
31 Dec, 065056.25%
30 Sep, 063228.00%
30 Jun, 0625-44.44%
31 Mar, 06457.14%
31 Dec, 054223.53%
30 Sep, 053478.95%
30 Jun, 0519-24.00%
31 Mar, 0525-7.41%
31 Dec, 042780.00%
30 Sep, 0415-42.31%
30 Jun, 0426-16.13%
31 Mar, 0431-
31 Dec, 033124.00%
30 Sep, 0325-
30 Jun, 032531.58%
31 Mar, 0319-20.83%
31 Dec, 022414.29%
30 Sep, 022123.53%
30 Jun, 0217-26.09%
31 Mar, 022391.67%
31 Dec, 0112-29.41%
30 Sep, 011721.43%
30 Jun, 0114-17.65%
31 Mar, 011770.00%
31 Dec, 001042.86%
30 Sep, 007-46.15%
30 Jun, 0013-
31 Mar, 00131200.00%
31 Dec, 991-

180 institutional shareholders have increased their position in RE stock as of 30 Jun 24 compared to 290 in the previous quarter (a -37.93% decrease).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
30 Jun, 24117-55.17%
31 Mar, 2426135.94%
31 Dec, 23192-5.88%
30 Sep, 232046.25%
30 Jun, 23192-8.13%
31 Mar, 23209-1.42%
31 Dec, 2221213.98%
30 Sep, 221862.76%
30 Jun, 221811.12%
31 Mar, 2217911.18%
31 Dec, 21161-3.59%
30 Sep, 21167-5.65%
30 Jun, 211775.99%
31 Mar, 21167-4.57%
31 Dec, 20175-0.57%
30 Sep, 201763.53%
30 Jun, 2017011.11%
31 Mar, 20153-14.04%
31 Dec, 191789.88%
30 Sep, 19162-8.47%
30 Jun, 1917712.03%
31 Mar, 19158-4.82%
31 Dec, 18166-3.49%
30 Sep, 18172-2.27%
30 Jun, 18176-7.85%
31 Mar, 181912.14%
31 Dec, 1718719.11%
30 Sep, 17157-7.65%
30 Jun, 1717026.87%
31 Mar, 17134-18.79%
31 Dec, 16165-1.20%
30 Sep, 161677.74%
30 Jun, 161554.03%
31 Mar, 1614912.03%
31 Dec, 15133-4.32%
30 Sep, 151396.11%
30 Jun, 15131-10.88%
31 Mar, 151472.80%
31 Dec, 14143-4.67%
30 Sep, 141507.14%
30 Jun, 14140-10.83%
31 Mar, 1415716.30%
31 Dec, 131354.65%
30 Sep, 13129143.40%
30 Jun, 135310.42%
31 Mar, 134820.00%
31 Dec, 124011.11%
30 Sep, 123616.13%
30 Jun, 1231-24.39%
31 Mar, 12415.13%
31 Dec, 11395.41%
30 Sep, 1137-5.13%
30 Jun, 113911.43%
31 Mar, 1135-18.60%
31 Dec, 104359.26%
30 Sep, 1027-22.86%
30 Jun, 103540.00%
31 Mar, 102519.05%
31 Dec, 0921-19.23%
30 Sep, 092623.81%
30 Jun, 0921-19.23%
31 Mar, 092623.81%
31 Dec, 0821-16.00%
30 Sep, 082519.05%
30 Jun, 0821-27.59%
31 Mar, 082920.83%
31 Dec, 07244.35%
30 Sep, 072391.67%
30 Jun, 0712-36.84%
31 Mar, 071911.76%
31 Dec, 061721.43%
30 Sep, 0614-33.33%
30 Jun, 062175.00%
31 Mar, 0612-20.00%
31 Dec, 051536.36%
30 Sep, 0511-47.62%
30 Jun, 052175.00%
31 Mar, 0512-20.00%
31 Dec, 0415-
30 Sep, 0415-11.76%
30 Jun, 04176.25%
31 Mar, 041645.45%
31 Dec, 0311-21.43%
30 Sep, 031427.27%
30 Jun, 0311-15.38%
31 Mar, 0313116.67%
31 Dec, 026-
30 Sep, 026-
30 Jun, 02620.00%
31 Mar, 02525.00%
31 Dec, 014-20.00%
30 Sep, 015-16.67%
30 Jun, 016-
31 Mar, 016-14.29%
31 Dec, 007-12.50%
30 Sep, 00860.00%
30 Jun, 005400.00%
31 Mar, 001-
31 Dec, 99--

117 institutional shareholders have reduced their position in RE stock as of 30 Jun 24 compared to 261 in the previous quarter (a -55.17% decrease).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
30 Jun, 24366-43.43%9,134,846-77.16%21.05%0.25%180-37.93%117-55.17%
31 Mar, 24647-3.43%39,986,733-0.38%92.14%1.08%290-22.67%26135.94%
31 Dec, 2367012.42%40,140,9490.73%92.49%1.10%37529.76%192-5.88%
30 Sep, 235963.47%39,848,5791.54%91.82%0.99%289-0.34%2046.25%
30 Jun, 23576-0.86%39,244,1953.51%96.42%1.00%29010.27%192-8.13%
31 Mar, 235813.75%37,912,6143.81%97.97%1.12%2634.37%209-1.42%
31 Dec, 225608.95%36,519,555-0.34%93.64%1.05%2527.23%21213.98%
30 Sep, 22514-2.84%36,642,6030.61%94.44%1.08%235-7.48%1862.76%
30 Jun, 225292.52%36,421,544-0.89%93.63%1.04%2541.20%1811.12%
31 Mar, 225165.95%36,747,933-0.81%94.71%1.05%25116.74%17911.18%
31 Dec, 214873.40%37,048,910-0.69%95.00%1.05%2151.90%161-3.59%
30 Sep, 214710.86%37,306,893-1.70%95.17%1.03%2111.44%167-5.65%
30 Jun, 21467-0.43%37,951,8741.10%96.02%1.07%208-4.59%1775.99%
31 Mar, 214693.76%37,540,361-0.93%94.94%1.06%2189.55%167-4.57%
31 Dec, 204522.73%37,891,3550.34%94.73%1.04%1996.99%175-0.57%
30 Sep, 204400.92%37,763,876-0.04%95.65%1.04%186-9.71%1763.53%
30 Jun, 204361.16%37,778,793-0.40%95.77%1.08%206-4.63%17011.11%
31 Mar, 20431-4.22%37,929,374-2.70%94.34%1.03%21613.68%153-14.04%
31 Dec, 19450-0.66%38,983,4020.70%95.66%1.06%190-5.94%1789.88%
30 Sep, 19453-0.88%38,710,5210.21%94.92%1.05%202-0.49%162-8.47%
30 Jun, 194577.03%38,629,6542.50%94.87%1.11%203-17712.03%
31 Mar, 19427-1.16%37,685,6710.08%92.57%1.09%2034.64%158-4.82%
31 Dec, 184324.35%37,656,383-3.34%92.37%1.01%19414.79%166-3.49%
30 Sep, 18414-8.20%38,956,7321.74%95.49%1.09%169-14.65%172-2.27%
30 Jun, 18451-4.25%38,288,6371.20%93.67%1.10%198-1.49%176-7.85%
31 Mar, 184715.37%37,834,1871.44%92.46%1.12%2011.52%1912.14%
31 Dec, 17447-1.11%37,295,691-4.07%90.92%0.99%198-12.39%18719.11%
30 Sep, 174521.57%38,877,1401.11%95.65%1.09%2265.12%157-7.65%
30 Jun, 1744512.09%38,450,8490.94%93.59%1.08%2158.04%17026.87%
31 Mar, 17397-2.93%38,094,1510.93%93.00%1.14%1998.74%134-18.79%
31 Dec, 164097.07%37,744,0000.07%90.35%1.10%18330.71%165-1.20%
30 Sep, 16382-3.78%37,717,068-3.58%90.78%1.05%140-24.32%1677.74%
30 Jun, 163972.32%39,116,632-2.46%92.96%1.05%1858.19%1554.03%
31 Mar, 16388-1.27%40,104,746-0.36%94.14%1.12%171-5.00%14912.03%
31 Dec, 153931.81%40,248,546-1.16%91.74%1.06%1807.78%133-4.32%
30 Sep, 15386-1.53%40,721,088-2.98%92.89%1.03%167-5.11%1396.11%
30 Jun, 15392-2.49%41,972,814-2.11%94.76%1.02%176-3.83%131-10.88%
31 Mar, 154026.91%42,879,264-0.90%96.39%1.08%18312.96%1472.80%
31 Dec, 143769.62%43,270,7291.90%94.40%1.08%16230.65%143-4.67%
30 Sep, 14343-8.04%42,462,380-0.76%93.45%1.08%124-22.98%1507.14%
30 Jun, 143733.04%42,788,544-1.61%93.19%1.09%16113.38%140-10.83%
31 Mar, 143623.13%43,486,673-3.19%92.62%1.10%142-10.13%15716.30%
31 Dec, 133514.15%44,918,394-1.06%91.56%1.04%1581.94%1354.65%
30 Sep, 133374.66%45,401,6550.48%93.80%1.11%155-34.60%129143.40%
30 Jun, 13322138.52%45,184,976126.08%91.80%5.94%237233.80%5310.42%
31 Mar, 131353.85%19,986,357-2.03%39.31%2.58%71-4820.00%
31 Dec, 121304.84%20,400,5650.14%39.01%2.53%714.41%4011.11%
30 Sep, 12124-3.88%20,372,6103.47%39.30%2.78%68-12.82%3616.13%
30 Jun, 1212921.70%19,688,9858.75%37.63%3.28%7877.27%31-24.39%
31 Mar, 12106-0.93%18,104,6775.90%33.87%3.38%44-20.00%415.13%
31 Dec, 1110711.46%17,096,785-8.86%31.65%2.66%5522.22%395.41%
30 Sep, 11962.13%18,758,480-4.09%34.51%2.66%459.76%37-5.13%
30 Jun, 1194-7.84%19,558,7297.01%36.05%3.19%41-22.64%3911.43%
31 Mar, 111023.03%18,277,53313.86%33.62%4.23%5315.22%35-18.60%
31 Dec, 109910.00%16,053,0623.52%28.20%3.66%46-13.21%4359.26%
30 Sep, 1090-5.26%15,507,818-22.23%27.78%2.35%53-27-22.86%
30 Jun, 1095-19,939,4289.28%34.36%3.67%53-11.67%3540.00%
31 Mar, 10956.74%18,246,4932.75%30.61%3.60%605.26%2519.05%
31 Dec, 0989-8.25%17,757,307-14.23%29.18%2.52%57-1.72%21-19.23%
30 Sep, 09978.99%20,703,654-0.94%34.05%2.94%587.41%2623.81%
30 Jun, 098920.27%20,899,610-14.92%34.04%2.12%5428.57%21-19.23%
31 Mar, 0974-3.90%24,565,280-14.29%40.08%1.86%42-14.29%2623.81%
31 Dec, 087710.00%28,662,34089.92%46.47%7.69%4963.33%21-16.00%
30 Sep, 0870-7.89%15,091,99310.71%24.58%5.03%30-28.57%2519.05%
30 Jun, 0876-8.43%13,632,108-12.74%22.11%3.52%42-12.50%21-27.59%
31 Mar, 08839.21%15,621,672-21.80%25.04%2.50%489.09%2920.83%
31 Dec, 07768.57%19,976,8291.72%31.65%3.23%4415.79%244.35%
30 Sep, 0770-5.41%19,638,31810.69%31.30%3.93%38-28.30%2391.67%
30 Jun, 077445.10%17,742,159123.49%28.21%18.43%53103.85%12-36.84%
31 Mar, 0751-32.00%7,938,856-46.51%12.37%2.35%26-48.00%1911.76%
31 Dec, 067527.12%14,842,6161.74%22.93%4.52%5056.25%1721.43%
30 Sep, 065911.32%14,588,26115.73%22.54%5.94%3228.00%14-33.33%
30 Jun, 0653-18.46%12,605,61725.15%19.48%8.02%25-44.44%2175.00%
31 Mar, 06651.56%10,072,636-2.08%15.59%4.90%457.14%12-20.00%
31 Dec, 056416.36%10,286,70314.99%17.84%7.08%4223.53%1536.36%
30 Sep, 055510.00%8,945,91725.78%15.87%9.93%3478.95%11-47.62%
30 Jun, 055011.11%7,112,193-10.32%12.64%6.33%19-24.00%2175.00%
31 Mar, 0545-7,930,469-2.74%14.13%6.64%25-7.41%12-20.00%
31 Dec, 044536.36%8,154,2413.27%14.58%7.33%2780.00%15-
30 Sep, 0433-26.67%7,896,112-8.20%14.10%5.96%15-42.31%15-11.76%
30 Jun, 0445-16.67%8,601,83435.77%15.38%11.92%26-16.13%176.25%
31 Mar, 04541.89%6,335,64651.75%11.36%19.02%31-1645.45%
31 Dec, 035310.42%4,175,048-20.76%7.73%8.58%3124.00%11-21.43%
30 Sep, 034811.63%5,268,806-1.96%9.49%9.62%25-1427.27%
30 Jun, 034319.44%5,374,13030.02%9.93%15.06%2531.58%11-15.38%
31 Mar, 03365.88%4,133,1925.55%8.12%13.41%19-20.83%13116.67%
31 Dec, 02346.25%3,915,985-16.66%7.78%9.16%2414.29%6-
30 Sep, 023218.52%4,698,53937.18%9.22%20.68%2123.53%6-
30 Jun, 0227-6.90%3,424,968-50.65%6.68%3.21%17-26.09%620.00%
31 Mar, 022952.63%6,940,496252.77%14.43%79.46%2391.67%525.00%
31 Dec, 0119-17.39%1,967,416-29.41%4.26%11.72%12-29.41%4-20.00%
30 Sep, 0123-4.17%2,787,276-54.69%6.03%3.39%1721.43%5-16.67%
30 Jun, 0124-4.00%6,151,352-22.41%13.33%4.50%14-17.65%6-
31 Mar, 012531.58%7,928,0385.92%17.21%6.47%1770.00%6-14.29%
31 Dec, 00195.56%7,485,0030.98%16.32%6.24%1042.86%7-12.50%
30 Sep, 0018-10.00%7,412,403-9.04%16.17%5.11%7-46.15%860.00%
30 Jun, 002042.86%8,149,02826.73%17.78%9.06%13-5400.00%
31 Mar, 00141300.00%6,430,0123591.17%14.01%10865.80%131200.00%1-
31 Dec, 991-174,200-0.36%-1---

Everest Group Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Dec 27, 2023KARMILOWICZ MIKEofficer EVP, Pres/CEO Insurance DivG-GiftSell250$399.57$99.89K10,301
Dec 27, 2023Freiling Robert Jofficer SVP&Chief Accounting OfficerSell---5,366
Nov 21, 2023KOCIANCIC MARKofficer EVP & CFOF-InKindSell2,149$397.94$855.17K24,733
Nov 21, 2023WILLIAMSON JAMES ALLANofficer EVP, Chief Operating OfficerF-InKindSell646$397.94$257.07K11,049
Sep 20, 2023Andrade Juan Cofficer President and CEOF-InKindSell3,927$379.85$1.49M50,500
Mar 17, 2023Mukherjee Sanjoyofficer ExecVP, Gen Counsel, SecretaryF-InKindSell384$340.44$130.73K43,871
Mar 17, 2023KARMILOWICZ MIKEofficer EVP, Pres/CEO Insurance DivF-InKindSell403$340.44$137.20K10,551
Mar 17, 2023Andrade Juan Cofficer President and CEOF-InKindSell3,494$340.44$1.19M54,427
Mar 08, 2023McNeilage Hazeldirector-Sell---1,377
Mar 01, 2023TARANTO JOSEPH Vdirector-F-InKindSell96$383.77$36.84K292,401
Mar 01, 2023Mukherjee Sanjoyofficer ExecVP, Gen Counsel, SecretaryF-InKindSell99$383.77$37.99K43,204
Mar 01, 2023Mukherjee Sanjoyofficer ExecVP, Gen Counsel, SecretaryF-InKindSell110$383.77$42.22K43,094
Mar 01, 2023KARMILOWICZ MIKEofficer EVP, Pres/CEO Insurance DivF-InKindSell113$383.77$43.37K10,296

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Jan 03, 2024HARTZBAND MERYL Ddirector-A-AwardBuy87$358.62$31.20K8,943
Dec 27, 2023KARMILOWICZ MIKEofficer EVP, Pres/CEO Insurance DivG-GiftSell250$399.57$99.89K10,301
Dec 27, 2023Freiling Robert Jofficer SVP&Chief Accounting OfficerSell---5,366
Nov 21, 2023KOCIANCIC MARKofficer EVP & CFOF-InKindSell2,149$397.94$855.17K24,733
Nov 21, 2023WILLIAMSON JAMES ALLANofficer EVP, Chief Operating OfficerF-InKindSell646$397.94$257.07K11,049
Oct 04, 2023HARTZBAND MERYL Ddirector-A-AwardBuy83$372.44$30.91K8,856
Sep 20, 2023Andrade Juan Cofficer President and CEOF-InKindSell3,927$379.85$1.49M50,500
Jul 06, 2023HARTZBAND MERYL Ddirector-A-AwardBuy92$339.18$31.20K8,773
Apr 05, 2023HARTZBAND MERYL Ddirector-A-AwardBuy86$360.34$30.99K8,681
Mar 17, 2023Mukherjee Sanjoyofficer ExecVP, Gen Counsel, SecretaryA-AwardBuy1,161$340.44$395.25K44,255
Mar 17, 2023Mukherjee Sanjoyofficer ExecVP, Gen Counsel, SecretaryF-InKindSell384$340.44$130.73K43,871
Mar 17, 2023KARMILOWICZ MIKEofficer EVP, Pres/CEO Insurance DivA-AwardBuy788$340.44$268.27K10,954
Mar 17, 2023KARMILOWICZ MIKEofficer EVP, Pres/CEO Insurance DivF-InKindSell403$340.44$137.20K10,551
Mar 17, 2023Andrade Juan Cofficer President and CEOA-AwardBuy6,830$340.44$2.33M57,921
Mar 17, 2023Andrade Juan Cofficer President and CEOF-InKindSell3,494$340.44$1.19M54,427
Mar 08, 2023McNeilage Hazeldirector-Sell---1,377
Mar 01, 2023TARANTO JOSEPH Vdirector-F-InKindSell96$383.77$36.84K292,401
Mar 01, 2023Mukherjee Sanjoyofficer ExecVP, Gen Counsel, SecretaryF-InKindSell99$383.77$37.99K43,204
Mar 01, 2023Mukherjee Sanjoyofficer ExecVP, Gen Counsel, SecretaryF-InKindSell110$383.77$42.22K43,094
Mar 01, 2023KARMILOWICZ MIKEofficer EVP, Pres/CEO Insurance DivF-InKindSell113$383.77$43.37K10,296

The last insider sell of Everest Group's stock was made by KARMILOWICZ MIKE on Dec 27 2023, selling 250 shares at $399.57 per share (valued at $99.89K).

Everest Group Insider Ownership Trends


All Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q1 20241--
Q4 20231425.00%
Q3 202311100.00%
Q2 20231--
Q1 2023171989.47%
Q4 202221118.18%
Q3 202231300.00%
Q2 20222--
Q1 2022151978.95%
Q4 20211520.00%
Q3 202111100.00%
Q2 202111100.00%
Q1 20211616100.00%
Q4 20201425.00%
Q3 20201425.00%
Q2 20201520.00%
Q1 2020212584.00%
Q4 201973233.33%
Q3 201933100.00%
Q2 20191333.33%

1 total buy trades, and 0 total sell trades (buy/sell ratio of 0%) were made by Everest Group's insiders, as of Q1 2024.

Open Market Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q1 2024---
Q4 2023---
Q3 2023---
Q2 2023---
Q1 2023---
Q4 2022-8-
Q3 2022-1-
Q2 2022---
Q1 2022-3-
Q4 2021---
Q3 2021---
Q2 2021-1-
Q1 20211--
Q4 2020-1-
Q3 2020-3-
Q2 2020-4-
Q1 202032150.00%
Q4 2019---
Q3 201922100.00%
Q2 2019-2-

As of Q1 2024, Insider owners conducted 0 open market buy trades and 0 open market sell trades of Everest Group's stocks.

Everest Group Peer Ownership


TickerCompany
SPNTSiriusPoint Ltd.
GLREGreenlight Capital Re, Ltd.
RNRRenaissanceRe Holdings Ltd.
BNREBrookfield Reinsurance Ltd.
MHLDMaiden Holdings, Ltd.
OXBROxbridge Re Holdings Limited
RGAReinsurance Group of America, Incorporated

RE Ownership FAQ


Everest Group is owned by institutional shareholders (21.05%), insiders (0.00%), and public (78.95%). The largest institutional shareholder of Everest Group is VANGUARD GROUP INC (12.31% of total shares) and the top mutual fund owner is THOMPSON IM FUNDS INC (1.12% of total shares).

Everest Group's major institutional shareholders are VANGUARD GROUP INC, BLACKROCK INC., WELLINGTON MANAGEMENT GROUP LLP, STATE STREET CORP, and FRANKLIN RESOURCES INC. The top five shareholders own together 37.88% of the company's share outstanding.

As of Jun 2024, there are 366 institutional shareholders of Everest Group.

VANGUARD GROUP INC owns 5.34M shares of Everest Group, representing 12.31% of the company's total shares outstanding, valued at $2.04B (as of Jun 2024).

As of Jun 2024, BLACKROCK INC holds 3.99M shares of Everest Group (RE), compromising 9.20% of the company, valued at $1.52B.

WELLINGTON MANAGEMENT GROUP LLP is the third largest holder of Everest Group. The company owns 3.89M of the company's shares outstanding (worth $1.48B).