EG

Everest Group Ltd Cross-source read$371.71 0.18%
FinancialsCUSIP G3223R108· EOD Sep 11, 2026

Among active 13F managers last quarter, 1 opened and 31 added, while 24 reduced; the largest holder to move was AQR Capital Management LLC (−18%). Over the last 180 days, 1 insider sold and none bought, a net -$273K in open-market trades.

Tracked 13F holders
612
442 in Q2 2026 filings
13F value (tracked)
$12.1B
Smart-money readMixed
Net sellingNet buying
Funds · active managers, latest 13F
32 adding · 24 trimming
Insiders · Form 4 open-market, 180d
0 buying · 1 selling · -$273K
US House · STOCK Act, 180d
0 buying · 0 selling

The legs disagree, or only one of them leans.

Price & smart-money activity

$371.71 0.18%5Y +46.4%
$232.81$279.86$326.90$373.94$420.99202120222023202420252026677264673876086738177880908994941001029112089698122110100127101215413321471511601481661642172195184179141153
Hover for who · click for detailEnd-of-day closing prices52w $304.91 – $398.70

Who owns EG?

612 tracked 13F filers · ranked by shares held

612 tracked 13F filers disclose a position in EG as of the latest SEC 13F filings, a combined $12.1B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundSharesPosition valueLast moveAs ofHistory
1BlackRock, Inc.3.2M
$1.2B
−2.3%
Reduced · −77K sh
Q2 2026
2Vanguard Capital Management LLC2.6M
$922.8M
−1.9%
Reduced · −51K sh
Q2 2026
3Vanguard Portfolio Management LLC2.1M
$739.1M
−4.6%
Reduced · −99K sh
Q2 2026
4Norges Bank1.9M
$630.3M
+5.0%
Added · +88K sh
Q4 2025
5State Street Corp1.8M
$659.0M
−0.3%
Reduced · −6K sh
Q2 2026
6AQR Capital Management LLC1.4M
$444.6M
−18%
Reduced · −300K sh
Q1 2026
7Geode Capital Management, LLC1.2M
$411.4M
−2.4%
Reduced · −28K sh
Q2 2026
8Vulcan Value Partners, LLC1.0M
$370.4M
−24%
Reduced · −325K sh
Q2 2026
9Barrow Hanley Mewhinney & Strauss LLC1.0M
$336.1M
+8.4%
Added · +80K sh
Q1 2026
10Massachusetts Financial Services Co762K
$252.8M
+18%
Added · +117K sh
Q1 2026
11Altrinsic Global Advisors LLC761K
$271.7M
−2.2%
Reduced · −17K sh
Q2 2026
12AllianceBernstein L.P.729K
$247.4M
+14%
Added · +88K sh
Q1 2026
13Boston Partners509K
$166.2M
−31%
Reduced · −233K sh
Q1 2026
14William Blair Investment Management, LLC480K
$171.4M
−5.2%
Reduced · −26K sh
Q2 2026
15HSBC Holdings PLC450K
$147.1M
+507%
Added · +376K sh
Q1 2026
16Donald Smith & Co., Inc.429K
$153.2M
−6.8%
Reduced · −31K sh
Q2 2026
17Dimensional Fund Advisors LP415K
$135.6M
−3.4%
Reduced · −14K sh
Q1 2026
18Northern Trust Corp411K
$134.2M
+2.0%
Added · +8K sh
Q1 2026
19Morgan Stanley410K
$134.1M
−3.5%
Reduced · −15K sh
Q1 2026
20Charles Schwab Investment Management Inc355K
$116.0M
+2.8%
Added · +10K sh
Q1 2026
21Fuller & Thaler Asset Management, Inc.342K
$122.2M
−2.9%
Reduced · −10K sh
Q2 2026
22Polar Capital Holdings Plc330K
$117.7M
−18%
Reduced · −74K sh
Q2 2026
23UBS AM, a distinct business unit of UBS Asset Management Americas LLC316K
$103.2M
+1.5%
Added · +5K sh
Q1 2026
24AssetMark, Inc297K
$106.0M
+3.1%
Added · +9K sh
Q2 2026
25Balyasny Asset Management L.P.290K
$94.8M
−42%
Reduced · −209K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership. 1 value row is withheld because the reported units disagree with same-security peers; share counts are unchanged.

Is EG being bought or sold by institutions?

Last quarter, 1 fund opened a new position in EG and 31 added to an existing one, while 24 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
1
fund took a first position
Added
31
added to an existing position
Reduced
24
reduced, still holding
Biggest moves · ranked by size of the change, positions above a floor

Funds that own EG also own

CompanyCo-held byTheir position there
Microsoft CorpMSFT373 funds$296.0B
Amazon.com IncAMZN365 funds$226.8B
Nvidia CorpNVDA361 funds$464.0B
Apple IncAAPL360 funds$333.0B
JPMorgan Chase & CoJPM358 funds$77.2B
Meta Platforms Inc-Class AMETA356 funds$122.7B
Alphabet Inc-CL AGOOGL351 funds$208.6B
Alphabet Inc-CL CGOOG348 funds$141.1B
Broadcom IncAVGO347 funds$186.5B
Eli Lilly & CoLLY347 funds$89.9B
Costco Wholesale CorpCOST343 funds$40.1B
Walmart IncWMT343 funds$36.7B

Ranked by how many of EG's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in EG.

Insider activity (Form 4)

Full insider page →
Sells · 180d
$273K
1 insider
Net · 180d
-$273K
1 open-market transaction
DateInsiderRoleActionSharesValue
May 7, 2026Keen JasonEVP & CEO of GW & S DivisionSell (S)775$273K
Oct 29, 2025Galtney William F JrDirectorBuy (P)11K$3.5M
Oct 29, 2025Levine AllanDirectorBuy (P)3K$949K
Jun 11, 2025Williamson James AllanPresident and CEO, DirectorBuy (P)1K$338K
Mar 18, 2025Losquadro GeraldineDirectorSell (S)2K$541K
Mar 14, 2025Van Beveren GailEVP and Chief HR OfficerSell (S)830$291K
Nov 14, 2024Williamson James AllanEVP, Chief Operating OfficerSell (S)200$74K
Nov 4, 2024Galtney William F JrDirectorBuy (P)3K$1.0M
Nov 4, 2024Karmilowicz MikeEVP, Chairman InsuranceSell (S)269$94K
May 9, 2024Losquadro GeraldineDirectorSell (S)1K$380K
Feb 12, 2024Singer Roger M.DirectorBuy (P)500$179K
Feb 12, 2024Graf John ADirectorBuy (P)695$248K

Do institutions, insiders and Congress agree?

Mixed signals

Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.

SEC EDGAR 13F + Form 4 + US House STOCK Act{ }get_ticker_confluence · API & MCP

Signals by source

Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive

SourceBuyingSellingNet
13F funds
Top 100 holders by value, passive included; the hero counts active managers only
5642
Insiders
Form 4 open-market
01-$273K
US House
STOCK Act trades
00$0
Sector rotation
EG is in Financials, which smart money is rotating OUT OF
$31.5B

Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.

Institutional ownership over time

442 tracked filers in Q2 2026 filingsstill filing
0297594Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $7.0B · 2 values withheld
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Recent filings

15 most recent

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Connected entities for EG

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Ask your agent what changed in EG

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/EG/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for EG.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for EG. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.