Who Owns Everest Group Stock?
NYSE: EGFinanceProperty-Casualty InsurersUSD
At close: Oct 9, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 105.22%
- Institutions (% of float)
- 106.10%
- Held by insiders
- 0.83%
- Institutional holders
- 1,010
- Institutions 99.2%
- Insiders 0.8%
- Public and other 0.0%
Who owns Everest Group stock?
Institutional investors own about 105.2% of Everest Group's shares, spread across 1,010 institutions that file 13F reports. That level of institutional ownership is high, typical of large, widely followed companies. Insiders, including executives, directors and large founding shareholders, hold 0.83% of EG.
The largest institutional holders are Blackrock Inc. (8.40%), Vanguard Capital Management LLC (6.74%) and Vanguard Portfolio Management LLC (5.40%). Together, the top 10 institutions control 45.0% of shares outstanding. In their latest filings, 3 of the top 10 institutions increased their EG positions and 7 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of EG
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Blackrock Inc. | 3.22M | 8.40% | -2.3% |
| Vanguard Capital Management LLC | 2.58M | 6.74% | -1.9% |
| Vanguard Portfolio Management LLC | 2.07M | 5.40% | -4.6% |
| NORGES BANK | 1.93M | 5.03% | +3.9% |
| State Street Corporation | 1.84M | 4.81% | -0.3% |
| AQR Capital Management, LLC | 1.40M | 3.66% | +2.8% |
| Geode Capital Management, LLC | 1.16M | 3.01% | -2.4% |
| Alliancebernstein L.P. | 1.04M | 2.72% | +43.1% |
| Vulcan Value Partners, LLC | 1.04M | 2.70% | -23.9% |
| Barrow, Hanley Mewhinney & Strauss, LLC | 981.77K | 2.56% | -4.5% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of EG
| Fund | Shares | % Held |
|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 1.26M | 3.27% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | 1.02M | 2.67% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | 907.35K | 2.37% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | 574.89K | 1.50% |
| Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF | 561.34K | 1.46% |
| iShares Trust-iShares Core S&P 500 ETF | 526.96K | 1.37% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | 513.68K | 1.34% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | 484.75K | 1.26% |
| First TRT Exch-Trd Fd. VI-First TRT Rising Dividend Achievers ETF | 382.72K | 1.00% |
| MFS SERIES TRUST XI-MFS Mid Cap Value Fund | 286.06K | 0.75% |
Frequently asked questions
Who is the largest shareholder of Everest Group?
Blackrock Inc. is the largest institutional shareholder of EG, owning 8.40% of shares outstanding (3.22M shares) as of its latest 13F filing.
What percentage of Everest Group is owned by institutions?
Institutions own about 105.2% of EG shares and 106.1% of the public float.
How much of Everest Group do insiders own?
Insiders, such as officers and directors, own about 0.83% of EG shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.