Filing Research | EG - EVEREST GROUP LTD Institutional Holdings

Snapshot holdings

50 / 154 loaded

#		Instrument	quantity
1	Perpetual Ltd	Shares	135.9KSH	$48.6M
2	Robeco Institutional Asset Management B.V.	Shares	134.2KSH	$47.9M
3	EQUITABLE TRUST CO	Shares	70.1KSH	$25.0M
4	Vest Financial, LLC	Shares	65.1KSH	$23.3M
5	ASR Vermogensbeheer N.V.	Shares	57.4KSH	$20.5M
6	GRACE & WHITE INC /NY	Shares	48.0KSH	$17.1M
7	ADAMS DIVERSIFIED EQUITY FUND, INC.	Shares	46.8KSH	$16.7M
8	LMCG INVESTMENTS, LLC	Shares	36.8KSH	$13.2M
9	Mediolanum International Funds Ltd	Shares	29.1KSH	$10.5M
10	Fideuram Asset Management (Ireland) dac	Shares	28.0KSH	$9.4M
11	Dupree Financial Group, LLC	Shares	18.2KSH	$6.5M
12	Swedbank AB	Shares	18.2KSH	$6.5M
13	Police & Firemen's Retirement System of New Jersey	Shares	18.1KSH	$6.5M
14	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	17.4KSH	$5.6M
15	GATEWAY INVESTMENT ADVISERS LLC	Shares	15.3KSH	$5.5M
16	Czech National Bank	Shares	11.3KSH	$4.0M
17	IFM Investors Pty Ltd	Shares	10.9KSH	$3.9M
18	Mirae Asset Global Investments Co., Ltd.	Shares	9.0KSH	$3.2M
19	Gilman Hill Asset Management, LLC	Shares	8.9KSH	$3.2M
20	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	8.7KSH	$3.1M
21	CARY STREET PARTNERS FINANCIAL LLC	Shares	8.2KSH	$2.9M
22	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	Shares	6.6KSH	$2.4M
23	Palouse Capital Management, Inc.	Shares	5.6KSH	$2.0M
24	EXCHANGE TRADED CONCEPTS, LLC	Shares	5.4KSH	$1.9M
25	TRUST CO OF TOLEDO NA /OH/	Shares	5.1KSH	$1.8M
26	JOHNSON INVESTMENT COUNSEL INC	Shares	5.1KSH	$1.8M
27	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	5.0KSH	$1.8M
28	MERIDIAN INVESTMENT COUNSEL INC.	Shares	5.0KSH	$1.8M
29	Sompo Asset Management Co., Ltd.	Shares	4.9KSH	$1.7M
30	Y-Intercept (Hong Kong) Ltd	Shares	4.4KSH	$1.6M
31	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	4.4KSH	$1.6M
32	Sequoia Financial Advisors, LLC	Shares	4.4KSH	$1.6M
33	Poehling Capital Management, INC.	Shares	3.9KSH	$1.4M
34	Uncommon Cents Investing LLC	Shares	3.8KSH	$1.4M
35	D.A. DAVIDSON & CO.	Shares	3.8KSH	$1.3M
36	Sculati Wealth Management, LLC	Shares	3.4KSH	$1.3M
37	Allied Private Wealth LLC	Shares	3.3KSH	$1.2M
38	COOKSON PEIRCE & CO INC	Shares	3.0KSH	$1.1M
39	HARTFORD INVESTMENT MANAGEMENT CO	Shares	2.8KSH	$991.0K
40	Accurate Wealth Management, LLC	Shares	2.6KSH	$953.1K
41	Merit Financial Group, LLC	Shares	2.5KSH	$889.9K
42	NorthCrest Asset Manangement, LLC	Shares	2.3KSH	$870.2K
43	ABN AMRO INVESTMENT SOLUTIONS	Shares	2.4KSH	$845.9K
44	LS Investment Advisors, LLC	Shares	2.3KSH	$834.5K
45	MIZUHO SECURITIES USA LLC	Shares	2.5KSH	$804.1K
46	Louisiana State Employees Retirement System	Shares	2.0KSH	$714.5K
47	Traynor Capital Management, Inc.	Shares	2.0KSH	$713.1K
48	Avidian Wealth Enterprises, LLC	Shares	2.0KSH	$697.3K
49	BayBridge Capital Group, LLC	Shares	1.8KSH	$657.3K
50	Chesley Taft & Associates LLC	Shares	1.8KSH	$651.6K

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Manager changes2026-06-30 vs 2026-03-31

50 / 164 loaded

#		Instrument
1	Robeco Institutional Asset Management B.V. added	Shares	+94.4K	+$34.9M	$47.9M
2	Vest Financial, LLC added	Shares	+59.5K	+$21.4M	$23.3M
3	ASR Vermogensbeheer N.V. added	Shares	+50.1K	+$18.1M	$20.5M
4	Fideuram Asset Management (Ireland) dac added	Shares	+27.9K	+$9.4M	$9.4M
5	ADAMS DIVERSIFIED EQUITY FUND, INC. added	Shares	+19.8K	+$7.9M	$16.7M
6	EQUITABLE TRUST CO added	Shares	+15.6K	+$7.2M	$25.0M
7	Perpetual Ltd added	Shares	+4.0K	+$5.4M	$48.6M
8	GATEWAY INVESTMENT ADVISERS LLC added	Shares	+10.5K	+$3.9M	$5.5M
9	Mediolanum International Funds Ltd added	Shares	+1.6K	+$1.6M	$10.5M
10	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+2.9K	+$1.6M	$5.6M
11	GRACE & WHITE INC /NY unchanged	Shares	0	+$1.5M	$17.1M
12	LMCG INVESTMENTS, LLC trimmed	Shares	-20	+$1.1M	$13.2M
13	Accurate Wealth Management, LLC new	Shares	+2.6K	+$953.1K	$953.1K
14	Sequoia Financial Advisors, LLC added	Shares	+1.7K	+$691.4K	$1.6M
15	Swedbank AB added	Shares	+353	+$667.2K	$6.5M
16	Police & Firemen's Retirement System of New Jersey added	Shares	+324	+$654.9K	$6.5M
17	Sivia Capital Partners, LLC new	Shares	+1.5K	+$546.6K	$546.6K
18	Mirae Asset Global Investments Co., Ltd. added	Shares	+728	+$511.5K	$3.2M
19	Czech National Bank added	Shares	+180	+$401.0K	$4.0M
20	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+551	+$344.2K	$1.9M
21	Gilman Hill Asset Management, LLC added	Shares	+183	+$331.1K	$3.2M
22	BayBridge Capital Group, LLC added	Shares	+823	+$312.3K	$657.3K
23	Apollon Wealth Management, LLC new	Shares	+865	+$309.2K	$309.2K
24	ABN AMRO INVESTMENT SOLUTIONS added	Shares	+714	+$305.3K	$845.9K
25	Fragasso Financial Advisors Inc new	Shares	+843	+$301.1K	$301.1K
26	Sculati Wealth Management, LLC added	Shares	+280	+$278.3K	$1.3M
27	D.A. DAVIDSON & CO. added	Shares	+475	+$269.8K	$1.3M
28	Palouse Capital Management, Inc. added	Shares	+298	+$268.7K	$2.0M
29	Abel Hall, LLC new	Shares	+690	+$246.4K	$246.4K
30	GAMMA Investing LLC added	Shares	+545	+$230.7K	$618.0K
31	Fifth Third Wealth Advisors LLC new	Shares	+642	+$229.3K	$229.3K
32	QRG CAPITAL MANAGEMENT, INC. new	Shares	+634	+$226.7K	$226.7K
33	DRIVE WEALTH MANAGEMENT, LLC new	Shares	+615	+$219.7K	$219.7K
34	Somerset Trust Co new	Shares	+606	+$216.5K	$216.5K
35	Sumitomo Mitsui DS Asset Management Company, Ltd added	Shares	+186	+$213.8K	$1.8M
36	CARY STREET PARTNERS FINANCIAL LLC trimmed	Shares	-111	+$211.7K	$2.9M
37	Merit Financial Group, LLC added	Shares	+376	+$198.6K	$889.9K
38	TRUST CO OF TOLEDO NA /OH/ unchanged	Shares	0	+$156.3K	$1.8M
39	COOKSON PEIRCE & CO INC added	Shares	+146	+$137.5K	$1.1M
40	NorthCrest Asset Manangement, LLC added	Shares	+57	+$121.6K	$870.2K
41	IFM Investors Pty Ltd trimmed	Shares	-649	+$120.3K	$3.9M
42	Uncommon Cents Investing LLC added	Shares	+10	+$119.4K	$1.4M
43	Poehling Capital Management, INC. trimmed	Shares	-46	+$102.6K	$1.4M
44	SUMMITRY LLC added	Shares	+209	+$93.4K	$295.4K
45	Farther Finance Advisors, LLC added	Shares	+106	+$92.6K	$620.7K
46	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added	Shares	+164	+$87.9K	$403.3K
47	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-174	+$76.6K	$1.6M
48	Versant Capital Management, Inc added	Shares	+163	+$72.5K	$226.5K
49	Traynor Capital Management, Inc. trimmed	Shares	-19	+$61.6K	$713.1K
50	Unison Advisors LLC added	Shares	+9	+$55.2K	$614.1K

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