Everest Group Ownership | Who Owns Everest Group?
Everest Group Ownership Summary
Everest Group is owned by 97.09% institutional investors, 0.83% insiders, and 2.08% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 8.00% of EG shares. Vanguard Morn Total Stk Mkt Idx Investor is the top mutual fund, with 3.17% of its assets in Everest Group shares.
EG Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Everest Group | 97.09% | 0.83% | 2.08% |
| Sector | Financial Services Stocks | 736.16% | 13.84% | -650.00% |
| Industry | Reinsurance Stocks | 62.28% | 13.35% | 24.37% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 3.22M | 8.00% | $1.15B |
| Vanguard capital management | 2.58M | 6.41% | $922.76M |
| Norges bank | 1.93M | 4.79% | $689.15M |
| State street | 1.84M | 4.58% | $658.99M |
| Aqr capital management | 1.40M | 3.49% | $501.78M |
| Geode capital management | 1.16M | 2.87% | $411.38M |
| Alliancebernstein | 1.04M | 2.59% | $341.00M |
| Vulcan value partners | 1.04M | 2.57% | $370.41M |
| Barrow hanley mewhinney & strauss | 981.77K | 2.44% | $350.72M |
| Massachusetts financial services co /ma/ | 964.75K | 2.39% | $660.41M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Talaria asset management pty | 281.80K | 21.54% | $100.67M |
| Vulcan value partners | 1.04M | 11.28% | $370.41M |
| Altrinsic global advisors | 760.52K | 9.98% | $271.68M |
| Te ahumairangi investment management | 54.84K | 3.16% | $19.59M |
| Cm management | 12.50K | 2.84% | $4.47M |
| Grace & white inc /ny | 48.00K | 2.71% | $17.15M |
| Donald smith | 428.87K | 2.71% | $153.21M |
| Nfc investments | 29.07K | 2.64% | $10.38M |
| General american investors | 122.91K | 2.60% | $43.91M |
| Dupree financial group | 18.18K | 2.43% | $6.50M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 1.93M | 0.07% | 1.93M |
| First trust advisors lp | 614.69K | 0.13% | 492.74K |
| Sixth street partners management company | 359.27K | 0.02% | 359.27K |
| Alliancebernstein | 1.04M | 0.11% | 314.18K |
| Arrowstreet capital, limited partnership | 279.44K | 0.04% | 256.57K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Wellington management group llp | 470.63K | 0.03% | -501.24K |
| Vulcan value partners | 1.04M | 11.28% | -324.96K |
| Ubs asset management americas | 1.76K | 0.00% | -313.89K |
| Australiansuper pty | 9.85K | 0.02% | -241.34K |
| Skandinaviska enskilda banken ab (publ) | - | - | -161.62K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 1.93M | 0.07% | 1.93M | $689.15M |
| Sixth street partners management company | 359.27K | 0.02% | 359.27K | $128.34M |
| Jain global | 82.15K | 0.12% | 82.15K | $29.35M |
| Gillson capital lp | 36.10K | 0.76% | 36.10K | $12.90M |
| Levin capital strategies | 9.07K | 0.22% | 9.07K | $3.24M |
Sold Out
| Holder | Change |
|---|---|
| Curio wealth | -1.00 |
| Corecap advisors | -1.00 |
| Westfuller advisors | -1.00 |
| Truvestments capital | -1.00 |
| Vermillion wealth management | -2.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | 692 | 2.37% | 39,110,774 | 6.74% | 97 | 1.24% | 346 | 8.46% | 251 | - |
| Mar 31, 2026 | 388 | -44.01% | 13,889,763 | -64.64% | 33 | 0.37% | 174 | -41.81% | 136 | -52.94% |
| Dec 31, 2025 | 683 | -1.16% | 39,212,744 | 1.95% | 94 | 1.12% | 293 | -11.21% | 285 | 14.46% |
| Sep 30, 2025 | 691 | -0.58% | 38,462,617 | -3.95% | 91 | 1.02% | 330 | -5.71% | 249 | 6.87% |
| Jun 30, 2025 | 695 | -0.71% | 40,045,052 | 2.59% | 94 | 1.13% | 350 | 10.06% | 233 | -9.34% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Morn Total Stk Mkt Idx Investor | 1.26M | 3.17% | -26.77K |
| Vanguard Total Stock Mkt Idx Inv | 1.26M | 3.17% | -26.77K |
| Vanguard Institutional 500 Index Trust | 1.16M | 2.71% | 16.37K |
| Vanguard 500 Index Investor | 1.03M | 2.59% | -39.29K |
| Vanguard Wellington™ Inv | 1.03M | 2.38% | -32.18K |
| Vanguard Small Cap Index | 907.61K | 2.29% | -21.95K |
| Vanguard Morn Small Cap Value Index | 576.15K | 1.46% | -22.62K |
| Vanguard Small Cap Value Index Inv | 576.15K | 1.46% | -22.62K |
| Invesco S&P 500® Equal Weight ETF | 554.17K | 1.45% | -924.00 |
| Vulcan Value Partners Focus | 571.07K | 1.44% | -166.89K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| May 07, 2026 | Keen Jason | EVP & CEO of GW & S Division | Sell | $272.68K |
| Oct 29, 2025 | Levine Allan | - | Buy | $948.85K |
| Oct 29, 2025 | GALTNEY WILLIAM F JR | - | Buy | $3.50M |
| Jun 11, 2025 | WILLIAMSON JAMES ALLAN | President and CEO | Buy | $337.97K |
| Mar 18, 2025 | Losquadro Geraldine | - | Sell | $540.95K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q3 | - | - |
| 2026 Q2 | - | 1 |
| 2026 Q1 | - | - |
| 2025 Q4 | 2 | - |
| 2025 Q3 | - | - |
EG Ownership FAQ
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