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Everest Group Ownership 2024 | Who Owns Everest Group Now?

OverviewForecastRevenueFinancialsChartTranscripts

Insider Ownership

1.41%

Everest Group Mutual Fund Holders

Name% Total AssetsTotal SharesChange AmountChange %Date
New Age Alpha Trust0.61%2,138-311-12.70%May 31, 2022
GENERAL AMERICAN INVESTORS CO INC0.09%129,196--Mar 31, 2024
VICTORY VARIABLE INSURANCE FUNDS0.09%43,74243,66859010.81%Mar 31, 2024
CRM Mutual Fund Trust0.08%42,442--Mar 31, 2024
AB TRUST0.07%68,25052,700338.91%Feb 29, 2024
VANGUARD VALLEY FORGE FUNDS0.06%29,986--Mar 31, 2024
MFS SERIES TRUST XI0.06%269,904-5,025,337-94.90%Mar 31, 2024
LONGLEAF PARTNERS FUNDS TRUST0.06%329,954--Mar 31, 2024
PROSPECTOR FUNDS, INC.0.05%15,8101,51510.60%Mar 31, 2024
NUVEEN INVESTMENT TRUST0.05%26,3683,62015.91%Mar 31, 2024
DAVIS VARIABLE ACCOUNT FUND INC0.03%1,740--Dec 31, 2023
Collaborative Investment Series Trust0.03%4,611--Mar 31, 2024
SCHRODER GLOBAL SERIES TRUST0.03%59-538-90.12%Jan 31, 2021
LORD ASSET MANAGEMENT TRUST0.03%1,040--Oct 31, 2022
Nuveen Core Equity Alpha Fund0.03%1,877--Mar 31, 2024
John Hancock Funds III0.03%411,302137,63650.29%Mar 31, 2024
JOHN HANCOCK INVESTMENT TRUST II0.03%11,1011,05210.47%Jan 31, 2024
SARATOGA ADVANTAGE TRUST0.02%1,276-30-2.30%Feb 29, 2024
DAVIS SERIES INC0.02%23,381-1,590-6.37%Dec 31, 2023
AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC.0.02%43,6641,9864.77%Mar 31, 2024
FIRST TRUST EXCHANGE-TRADED FUND VI0.02%97,38097,04128625.66%Mar 31, 2024
NUVEEN TAX ADVANTAGED TOTAL RETURN STRATEGY FUND0.02%11,995-91-0.75%Sep 30, 2021
Index Funds0.01%112-1-0.88%Mar 31, 2024
T. Rowe Price Financial Services Fund, Inc.0.01%10,800-805,900-98.68%Mar 31, 2024
VANGUARD WINDSOR FUNDS0.01%502,014499,56120365.31%Jan 31, 2024
Davis Fundamental ETF Trust0.01%5,891-102-1.70%Jan 31, 2024
SYNTAX ETF TRUST0.01%406--Mar 31, 2024
Monteagle Funds0.01%500--Feb 29, 2024
FRANKLIN VALUE INVESTORS TRUST0.01%41,7843,5679.33%Jan 31, 2024
Absolute Shares Trust0.01%4,159--Mar 31, 2024
Engine No. 1 ETF Trust0.01%619-21-3.28%Jan 31, 2024
Innovator ETFs Trust II0.01%3,738--Jul 31, 2021
VANGUARD INSTITUTIONAL INDEX FUNDS0.01%312,240-3,935-1.24%Mar 31, 2024
VANGUARD INDEX FUNDS0.01%4,117,623-18,882-0.46%Mar 31, 2024
OAK ASSOCIATES FUNDS0.01%10,600--Jan 31, 2024
Managed Portfolio Series0.01%190,964--Jan 31, 2024
VALUED ADVISERS TRUST0.01%7,8307009.82%Feb 29, 2024
VANGUARD QUANTITATIVE FUNDS0.01%34,519-34,519-50.00%Mar 31, 2024
VANGUARD FENWAY FUNDS0.01%175,84414,9489.29%Mar 31, 2024
LEUTHOLD FUNDS INC0.01%11,982-78-0.65%Mar 31, 2024
TIAA SEPARATE ACCOUNT VA 10.00%1,034-94-8.33%Mar 31, 2024
BOSTON TRUST WALDEN FUNDS0.00%12,100-105-0.86%Mar 28, 2024
GPS Funds II0.00%43,635-250-0.57%Mar 31, 2024
VANGUARD EXPLORER FUND0.00%51,791--Jan 31, 2024
NUVEEN INVESTMENT FUNDS INC0.00%137,164-1,909-1.37%Jan 31, 2024
Global Beta ETF Trust0.00%11--May 31, 2022
NUVEEN DIVERSIFIED DIVIDEND & INCOME FUND0.00%5,881-33-0.56%Sep 30, 2021
INVESCO EXCHANGE-TRADED FUND TRUST0.00%288,58244,48218.22%Jan 31, 2024
VANGUARD HORIZON FUNDS0.00%74,60420,25337.26%Mar 31, 2024
John Hancock Exchange-Traded Fund Trust0.00%19,0182,18612.99%Jan 31, 2024
Capitol Series Trust0.00%25,7303,93018.03%Mar 31, 2024
VANGUARD WELLINGTON FUND0.00%1,066,325307,35340.50%Feb 29, 2024
VANGUARD ADMIRAL FUNDS0.00%10,336-3,860-27.19%Feb 29, 2024
AMERICAN CENTURY VARIABLE PORTFOLIOS INC0.00%5,5271,10825.07%Mar 31, 2024
VANGUARD WHITEHALL FUNDS0.00%204,37211,6736.06%Jan 31, 2024
TIMOTHY PLAN0.00%8,243-153-1.82%Mar 31, 2024
HUSSMAN INVESTMENT TRUST0.00%6,200--Dec 31, 2023
Nushares ETF Trust0.00%12,03112,031-Jan 31, 2024
NUVEEN INVESTMENT TRUST II0.00%2,700--Mar 31, 2024
JOHN HANCOCK INVESTMENT TRUST0.00%132,90514,03511.81%Jan 31, 2024
VICTORY PORTFOLIOS0.00%49,02038,456364.03%Mar 31, 2024
JOHNSON MUTUAL FUNDS TRUST0.00%41,0005,40015.17%Mar 31, 2024
WILLIAMSBURG INVESTMENT TRUST0.00%4,0984,098-Mar 31, 2024
VANGUARD VARIABLE INSURANCE FUNDS0.00%65,6717,09012.10%Mar 31, 2024
FINANCIAL INVESTORS TRUST0.00%86,413--Jan 31, 2024
SCM Trust0.00%3,200--Dec 31, 2023
CLEARWATER INVESTMENT TRUST0.00%10,039-22-0.22%Mar 28, 2024
North Square Investments Trust0.00%9,332--Jan 31, 2024
CARILLON SERIES TRUST0.00%53,415-5,112-8.73%Mar 31, 2024
Horizon Funds0.00%1,460-726-33.21%Feb 29, 2024
SHP ETF Trust0.00%2,3591,08485.02%Feb 29, 2024
ADVISORS' INNER CIRCLE FUND0.00%13,200-2,300-14.84%Jan 31, 2024
OHIO NATIONAL FUND INC0.00%9,832-5,991-37.86%Mar 31, 2024
Mutual of America Variable Insurance Portfolios, Inc.0.00%346-25-6.74%Sep 30, 2023
MML SERIES INVESTMENT FUND0.00%4,463-1,820-28.97%Dec 31, 2023
COLLEGE RETIREMENT EQUITIES FUND0.00%482,346-114,817-19.23%Mar 31, 2024
VANGUARD WORLD FUND0.00%96,785-1,528-1.55%Feb 29, 2024
MUTUAL OF AMERICA INVESTMENT CORP0.00%15,3268495.86%Mar 31, 2024
AMERICAN CENTURY ETF TRUST0.00%43,12824,897136.56%Feb 29, 2024
GPS Funds I0.00%2,00022512.68%Mar 31, 2024
Pacific Global ETF Trust0.00%112--Sep 30, 2021
EXCHANGE TRADED CONCEPTS TRUST0.00%1,67790.54%Feb 29, 2024
Ultimus Managers Trust0.00%3,186120.38%Feb 29, 2024
MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC0.00%1472621.49%Sep 30, 2020
PRAXIS MUTUAL FUNDS0.00%2,840--Dec 31, 2023
DOMINI INVESTMENT TRUST0.00%1,400--Jan 31, 2024
Invesco Exchange-Traded Self-Indexed Fund Trust0.00%53,201-12,452-18.97%Feb 29, 2024
TIAA-CREF LIFE FUNDS0.00%638--Mar 31, 2024
Victory Portfolios II0.00%11,816-3,848-24.57%Mar 31, 2024
Dimensional ETF Trust0.00%97,930-6,071-5.84%Jan 31, 2024
KP Funds0.00%9,784-2,746-21.92%Sep 30, 2020
Nuveen Investment Trust V0.00%10,80010,800-Feb 29, 2024
Brinker Capital Destinations Trust0.00%12,740-279-2.14%Feb 29, 2024
SHELTON FUNDS0.00%280--Feb 29, 2024
T. Rowe Price Exchange-Traded Funds, Inc.0.00%1,03823128.62%Mar 31, 2024
Segall Bryant & Hamill Trust0.00%2,760--Mar 31, 2024
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST)0.00%34,332-945-2.68%Feb 29, 2024
Voya INVESTORS TRUST0.00%8,126-801-8.97%Mar 31, 2024
CENTAUR MUTUAL FUNDS TRUST0.00%21--Jan 31, 2024
Adviser Managed Trust0.00%233-22-8.63%Jan 31, 2024

Everest Group's largest mutual fund holder by % of total assets is "New Age Alpha Trust", owning 2.14K shares, compromising 0.61% of its total assets.

Everest Group Insider Shareholders Trades

Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
May 10, 2024Losquadro Geraldinedirector-S-SaleSell1,000$380.49$380.49K12,843

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
May 31, 2024Anzaldua Ricardoofficer Executive VP & General CounselSell---2,388
May 10, 2024Losquadro Geraldinedirector-S-SaleSell1,000$380.49$380.49K12,843
May 06, 2024Van Beveren Gailofficer EVP and Chief HR OfficerSell---13,825
Mar 18, 2024Andrade Juan Cofficer President and CEOF-InKindSell4,733$386.65$1.83M61,456
Mar 18, 2024KARMILOWICZ MIKEofficer EVP, Pres/CEO Insurance DivF-InKindSell777$386.65$300.42K12,995
Mar 18, 2024KOCIANCIC MARKofficer EVP & CFOF-InKindSell1,173$386.65$453.53K29,862
Mar 18, 2024WILLIAMSON JAMES ALLANofficer EVP, Chief Operating OfficerF-InKindSell872$386.65$337.15K15,209

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Jul 03, 2024HARTZBAND MERYL Ddirector-A-AwardBuy81$381.34$30.89K9,990
May 31, 2024Anzaldua Ricardoofficer Executive VP & General CounselSell---2,388
May 10, 2024Losquadro Geraldinedirector-S-SaleSell1,000$380.49$380.49K12,843
May 06, 2024Van Beveren Gailofficer EVP and Chief HR OfficerSell---13,825
Apr 02, 2024HARTZBAND MERYL Ddirector-A-AwardBuy78$397.38$31.00K9,909
Mar 18, 2024Andrade Juan Cofficer President and CEOA-AwardBuy9,252$386.65$3.58M66,189
Mar 18, 2024Andrade Juan Cofficer President and CEOF-InKindSell4,733$386.65$1.83M61,456
Mar 18, 2024KARMILOWICZ MIKEofficer EVP, Pres/CEO Insurance DivA-AwardBuy1,521$386.65$588.09K13,772
Mar 18, 2024KARMILOWICZ MIKEofficer EVP, Pres/CEO Insurance DivF-InKindSell777$386.65$300.42K12,995
Mar 18, 2024KOCIANCIC MARKofficer EVP & CFOA-AwardBuy2,293$386.65$886.58K31,035
Mar 18, 2024KOCIANCIC MARKofficer EVP & CFOF-InKindSell1,173$386.65$453.53K29,862
Mar 18, 2024WILLIAMSON JAMES ALLANofficer EVP, Chief Operating OfficerA-AwardBuy1,609$386.65$622.11K16,081
Mar 18, 2024WILLIAMSON JAMES ALLANofficer EVP, Chief Operating OfficerF-InKindSell872$386.65$337.15K15,209
Mar 05, 2024McNeilage Hazeldirector-A-AwardBuy888$367.04$325.93K2,265
Mar 05, 2024Amore John Jdirector-A-AwardBuy888$367.04$325.93K23,186
Mar 05, 2024GALTNEY WILLIAM F JRdirector-A-AwardBuy888$367.04$325.93K29,952
Mar 05, 2024GRAF JOHN Adirector-A-AwardBuy888$367.04$325.93K15,642
Mar 05, 2024HARTZBAND MERYL Ddirector-A-AwardBuy888$367.04$325.93K9,831
Mar 05, 2024Losquadro Geraldinedirector-A-AwardBuy888$367.04$325.93K13,843
Mar 05, 2024Singer Roger M.director-A-AwardBuy888$367.04$325.93K17,808

The last insider sell of Everest Group's stock was made by Anzaldua Ricardo on May 31 2024, selling - shares at - per share (valued at -).

Everest Group Insider Ownership Trends

All Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q3 20241--
Q2 202411100.00%
Q1 2024232979.31%

1 total buy trades, and 0 total sell trades (buy/sell ratio of 0%) were made by Everest Group's insiders, as of Q3 2024.

Open Market Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q3 2024---
Q2 2024-1-
Q1 20246--

As of Q3 2024, Insider owners conducted 0 open market buy trades and 0 open market sell trades of Everest Group's stocks.

EG Ownership FAQ