Skip to content
Disclosery

EG EVEREST GROUP LTD

Follow

Stock (common), issuer CIK 1095073

670 managers (682 13F filers) reported a position in EG shares at 2025-03-31, 40,509,211 shares in all. 73 filers opened a position and 87 filers sold out during the quarter.

Managers
670
13F filers
682
New
73
Added
231
Reduced
260
Sold out
87
Shares held by filers
40,509,211

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Qsemble Capital Management, LP1,514$550K0.06%new13F-HRTimeline
Curat Global, LLC1,601$549K0.67%13F-HRTimeline
Aull & Monroe Investment Management Corp1,500$545K0.27%013F-HRTimeline
TOWNSQUARE CAPITAL LLC1,464$532K0.01%new13F-HRTimeline
Legacy Wealth Asset Management, LLC1,451$527K0.15%+113F-HRTimeline
MeadowBrook Investment Advisors LLC1,440$523K0.49%-3813F-HRTimeline
Foundations Investment Advisors, LLC1,440$523K0.01%+77913F-HRTimeline
Argent Trust Co1,430$520K0.02%-10513F-HRTimeline
GREENLEAF TRUST1,412$513K<0.01%+19913F-HRTimeline
Merit Financial Group, LLC1,410$512K0.01%new13F-HRTimeline
OXFORD ASSET MANAGEMENT LLP1,391$505K0.23%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Farringdon Capital, Ltd.1,390$505K0.25%new13F-HRTimeline
Meiji Yasuda Asset Management Co Ltd.in group Meiji Yasuda Life Insurance Co1,385$503K0.02%013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,334$485K0.01%-1,81113F-HRTimelineGroup
Edgestream Partners, L.P.1,331$484K0.02%-5,77813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,284$467K<0.01%-5,69113F-HRTimelineGroup
E&G Advisors, LLC1,265$460K0.13%013F-HRTimeline
ROWLANDMILLER & PARTNERS.ADV1,265$460K0.1%-3013F-HRTimeline
Atria Investments, Inc1,247$453K0.01%-35513F-HRTimeline
Wealthstar Advisors, LLC1,232$448K0.2%+26013F-HRTimeline
Investment Management Corp of Ontario1,228$446K0.01%013F-HRTimeline
Arete Wealth Advisors, LLC1,228$446K0.03%+34513F-HRTimeline
AXA S.A.in group AXA S.A.1,225$445K<0.01%-17913F-HRTimelineGroup
Assenagon Asset Management S.A.1,220$443K<0.01%+7013F-HRTimeline
MBA Advisors LLC1,219$443K0.22%new13F-HRTimeline
Sanctuary Advisors, LLC1,218$443K<0.01%-12013F-HRTimeline
TOKIO MARINE ASSET MANAGEMENT CO LTDin group TOKIO MARINE HOLDINGS, INC.1,214$441K0.02%013F-HRTimelineGroup
MATHER GROUP, LLC.1,199$436K0.01%-3213F-HRTimeline
Independent Advisor Alliance1,199$436K0.01%+6313F-HRTimeline
BayBridge Capital Group, LLC1,170$425K0.31%-1,97013F-HRTimeline
Checchi Capital Advisers, LLC1,157$420K0.03%-813F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,151$418K<0.01%+17613F-HRTimelineGroup
SummitTX Capital, L.P.1,142$415K0.02%13F-HRTimeline
Trail Ridge Investment Advisors, LLC1,119$407K0.21%-30313F-HRTimeline
ASR Vermogensbeheer N.V.1,109$403K0.01%13F-HRTimeline
Wellington Shields & Co., LLCin group Wellington Shields Capital Ma…1,100$400K0.13%013F-HRTimelineGroup
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK1,088$395K<0.01%-6513F-HRTimelineGroup
BANK OF STOCKTON1,080$392K0.13%-6013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.1,042$379K0.05%013F-HRTimeline
BLAIR WILLIAM & CO/IL1,041$378K<0.01%-25813F-HRTimeline
OPTIMIZE FINANCIAL INC.1,040$378K0.27%new13F-HR/ATimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.1,025$372K<0.01%+3013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC1,017$369K<0.01%-32113F-HR/ATimelineGroup
Erste Asset Management GmbHin group Erste Asset Management GmbH1,000$362K<0.01%013F-HRTimelineGroup
Colonial Trust Co / SCin group Colonial Trust Advisors964$350K0.05%+36713F-HRTimelineGroup
Impact Partnership Wealth, LLC963$350K0.07%new13F-HRTimeline
Balefire, LLC957$348K0.12%+11913F-HRTimeline
UNITED SERVICES AUTOMOBILE ASSOCIATIONin group UNITED SERVICES AUTOMOBILE AS…960$348K0.01%new13F-HRTimelineGroup
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC947$344K0.01%013F-HRTimelineGroup
Forum Financial Management, LPin group Forum Financial Management, LP944$343K0.01%+613F-HRTimelineGroup
PITCAIRN COin group PITCAIRN CO936$340K0.02%013F-HRTimelineGroup
Vestcor Inc914$332K0.01%+313F-HRTimeline
Siemens Fonds Invest GmbH906$329K0.02%013F-HRTimeline
EntryPoint Capital, LLC906$329K0.15%-13313F-HRTimeline
MBB PUBLIC MARKETS I LLC901$327K0.04%new13F-HR/ATimeline
Scientech Research LLC886$322K0.09%+32513F-HRTimeline
Machina Capital S.A.S.879$319K0.09%new13F-HRTimeline
Blackhawk Capital Partners, LLC872$317K0.16%+16613F-HRTimeline
Csenge Advisory Group895$313K0.02%-16113F-HRTimeline
KLINGENSTEIN FIELDS & CO LP850$309K0.01%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC843$306K0.02%+3013F-HRTimeline
Clarius Group, LLC843$306K0.02%+313F-HRTimeline
Advyzon Investment Management, LLC834$303K0.11%new13F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC833$303K0.08%new13F-HRTimelineGroup
Horizon Advisory Services, Inc.824$299K0.17%+2413F-HRTimeline
Voleon Capital Management LP815$296K0.02%-6,77013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…808$294K<0.01%-8013F-HRTimelineGroup
CWA Asset Management Group, LLC798$290K0.01%-9013F-HRTimeline
B. Riley Wealth Advisors, Inc.795$289K0.01%new13F-HRTimeline
Coastal Bridge Advisors, LLC789$287K0.03%new13F-HR/ATimeline
Farther Finance Advisors, LLC782$286K0.01%+58913F-HRTimeline
Somerset Trust Co785$285K0.1%+21613F-HRTimeline
R Squared Ltd780$283K0.3%+21013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
TRANSATLANTIQUE PRIVATE WEALTH LLC778$283K0.11%-89613F-HRTimeline
V-Square Quantitative Management LLC774$281K0.04%-1013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC770$280K0.01%-18213F-HRTimeline
MMA ASSET MANAGEMENT LLC768$279K0.12%013F-HRTimeline
MUFG SECURITIES AMERICAS INC.761$276K0.03%+12613F-HRTimeline
RFG Advisory, LLC758$275K0.01%new13F-HRTimeline
Lester Murray Antman dba SimplyRich755$274K0.08%-57313F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …749$272K0.01%013F-HR/ATimelineGroup
CIBC WORLD MARKET INC.749$272K<0.01%+2713F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP733$266K<0.01%+5313F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC725$263K0.01%013F-HRTimelineGroup
Moors & Cabot, Inc.679$247K0.01%-2513F-HRTimeline
HFG Advisors, Inc.675$245K0.21%013F-HRTimeline
Leonteq Securities AG670$243K0.02%013F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC670$243K0.05%-20213F-HRTimeline
Red Door Wealth Management, LLC670$243K0.04%013F-HRTimeline
Main Street Financial Solutions, LLC669$243K0.02%+1513F-HRTimeline
Advisors Asset Management, Inc.651$237K<0.01%-43613F-HR/ATimeline
Texas Yale Capital Corp.650$236K0.01%013F-HRTimeline
SCS Capital Management LLC649$236K<0.01%new13F-HR/ATimeline
Lido Advisors, LLCin group Lido Advisors, LLC636$231K<0.01%+513F-HRTimelineGroup
Sowell Financial Services LLC635$231K0.01%new13F-HRTimeline
Smithfield Trust Co630$229K0.01%013F-HRTimeline
Horizon Investments, LLC625$227K0.01%+2513F-HRTimeline
HOWARD BAILEY SECURITIES, LLC623$226K0.08%-15413F-HR/ATimeline
Simplicity Wealth,LLC621$226K0.02%new13F-HRTimeline
Covestor Ltd615$224K0.15%+113F-HRTimeline
Berger Financial Group, Inc616$224K0.02%-12,26513F-HRTimeline
Quent Capital, LLC603$219K0.02%-813F-HRTimeline
NEOS Investment Management LLC601$218K<0.01%013F-HRTimeline
Legacy Advisors, LLC599$218K0.02%+3113F-HRTimeline
Prime Capital Investment Advisors, LLC598$217K<0.01%new13F-HRTimeline
Rossby Financial, LCC614$217K0.09%new13F-HRTimeline
Paragon Capital Management Ltd589$214K0.04%-11113F-HRTimeline
Private Advisor Group, LLC588$214K<0.01%new13F-HRTimeline
PROFUND ADVISORS LLC588$214K0.01%-1513F-HRTimeline
Baader Bank Aktiengesellschaft595$213K0.02%+3713F-HRTimeline
Alpha Omega Wealth Management LLC583$212K0.04%-2813F-HRTimeline
NewEdge Wealth, LLC578$210K<0.01%new13F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC575$209K0.01%-1913F-HRTimelineGroup
Dynasty Wealth Management, LLC564$205K<0.01%new13F-HRTimeline
CENTAURUS FINANCIAL, INC.556$202K0.01%+1613F-HRTimeline
Darwin Wealth Management, LLC553$201K0.07%013F-HRTimeline
Parallel Advisors, LLC545$198K<0.01%-1613F-HRTimeline
Blue Trust, Inc.541$197K<0.01%+19113F-HRTimeline
CENTRAL TRUST Co518$188K<0.01%013F-HRTimeline
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…513$186K<0.01%-15,48713F-HRTimeline
WEBSTER BANK, N. A.500$182K0.02%013F-HRTimeline
PEAK6 LLCin group PEAK6 LLC490$178K0.01%-2,47713F-HRTimelineGroup
CX Institutional482$175K0.01%new13F-HRTimeline
GAMMA Investing LLC480$174K0.01%-6513F-HR/ATimeline
WESTPAC BANKING CORPin group WESTPAC BANKING CORP471$171K0.01%-1413F-HRTimelineGroup
Geneos Wealth Management Inc.181$165K<0.01%+9013F-HRTimelineAmount filed as zero, left out of ratios.
Versant Capital Management, Inc439$160K0.03%+19913F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…438$159K0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…437$159K<0.01%+4413F-HRTimeline
Oslo Pensjonsforsikring AS437$159K0.02%-18913F-HRTimeline
SIMPLEX TRADING, LLC430$156K0.01%new13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC423$154K<0.01%-513F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.423$154K<0.01%+2713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Capital A Wealth Management, LLC379$138K0.14%013F-HRTimeline
Grove Bank & Trust375$136K0.02%-2513F-HRTimeline
Lindbrook Capital, LLC355$129K0.01%+27013F-HRTimeline
STEPH & CO329$120K0.04%-3713F-HRTimeline
SIGNATUREFD, LLC329$120K<0.01%+513F-HRTimeline
State of Wyoming279$101K0.01%-1,38413F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.271$98K<0.01%+1713F-HRTimelineGroup
Asset Dedication, LLC250$90.8K0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…240$87K0.01%-1413F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…230$83.6K<0.01%+1913F-HRTimelineGroup
PRIVATE TRUST CO NA207$75.2K0.01%+1113F-HRTimeline
FIRST FINANCIAL CORP /IN/200$72.7K0.04%013F-HRTimeline
Quarry LP199$72.3K0.02%new13F-HRTimeline
Wilmington Savings Fund Society, FSB188$68.3K<0.01%-713F-HRTimeline
MAI Capital Management166$60.4K<0.01%-1513F-HRTimeline
Key Financial Inc159$57.8K0.01%013F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…155$56K<0.01%-10513F-HRTimelineGroup
Bruce G. Allen Investments, LLC154$56K0.04%+6813F-HRTimeline
Park Square Financial Group, LLC152$55.2K0.04%-13613F-HRTimeline
Brooklyn Investment Group148$53.8K0.01%+2813F-HRTimeline
Parkside Financial Bank & Trust126$45.7K0.01%-913F-HRTimeline
Arax Advisory Partners125$45.4K<0.01%+5513F-HRTimeline
Private Wealth Asset Management, LLC117$42.5K0.01%13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC115$41.8K<0.01%013F-HRTimeline
SENTRY INVESTMENT MANAGEMENT LLC125$41K0.03%-3713F-HRTimeline
MONTAG A & ASSOCIATES INC110$40K<0.01%013F-HRTimeline
Clearstead Advisors, LLC107$38.9K<0.01%+1013F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.104$37.8K0.01%013F-HRTimeline
WPG Advisers, LLC102$37.1K0.03%-913F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…93$33.8K<0.01%13F-HRTimeline
GPS Wealth Strategies Group, LLC92$33.4K<0.01%-3713F-HRTimeline
Allworth Financial LP93$33.1K<0.01%+2313F-HRTimeline
TSFG, LLC90$33K0.01%new13F-HRTimeline
EASTERN BANK90$32.7K<0.01%013F-HRTimeline
SVB WEALTH LLC83$30.2K<0.01%new13F-HRTimeline
Cromwell Holdings LLC83$30.2K0.02%+113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP83$30K<0.01%-1713F-HR/ATimelineGroup
DT Investment Partners, LLC82$29.8K<0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP80$29.1K<0.01%013F-HRTimeline
Trifecta Capital Advisors, LLC80$29.1K0.01%013F-HRTimeline
Heritage Wealth Advisors80$29.1K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.80$29.1K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB79$28.7K<0.01%+1213F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC76$27.6K0.03%-42713F-HRTimeline
Whipplewood Advisors, LLC80$24.3K0.02%+1313F-HRTimeline
Moisand Fitzgerald Tamayo, LLC64$23.3K<0.01%013F-HRTimeline
Caldwell Trust Co62$22.5K<0.01%013F-HRTimeline
UMB Bank, n.a.61$22.2K<0.01%+3113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Cornerstone Planning Group LLC60$21.4K0.01%new13F-HRTimeline
Piscataqua Savings Bank56$20.3K0.02%013F-HRTimeline
Riverview Trust Co55$20K0.02%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC51$18.5K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC48$17.6K<0.01%-2713F-HRTimeline
1248 Management, LLC48$17.4K0.01%new13F-HR/ATimeline
GHP Investment Advisors, Inc.41$14.9K<0.01%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC41$14.9K<0.01%013F-HRTimeline
CVA Family Office, LLC41$14.9K<0.01%-413F-HRTimeline
BARRETT & COMPANY, INC.40$14.5K0.01%013F-HRTimeline
Investors Research Corp38$13.8K<0.01%+3513F-HRTimeline
HARBOUR INVESTMENTS, INC.35$12.7K<0.01%+413F-HRTimeline
Hemington Wealth Management34$12K<0.01%+1213F-HRTimeline
Bell Investment Advisors, Inc31$11.3K<0.01%-813F-HRTimeline
Clearstead Trust, LLC30$10.9K<0.01%new13F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.30$10.9K0.01%013F-HRTimelineGroup
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…27$9.81K<0.01%013F-HRTimelineGroup
Rise Advisors, LLC27$9.81K<0.01%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC26$9.45K<0.01%013F-HRTimeline