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ETF Holdings Breakdown of EG

Stock NameEverest Group Ltd
TickerEG(USD) NYSE
TYPECommon Stock
CountryUSA
ISINBMG3223R1088

EG institutional holdings

The following institutional investment holdings of EG have been identified

Date ETF ISIN/Name Num Shares Book value
2025-09-18 IE00B5BMR087 (iShares Core S&P 500 UCITS ETF USD (Acc)) 101,752 0.0%USD 34,061,482 0.3%
2025-09-18 IE00BD8KRH84 (iShares Core S&P 500 UCITS ETF GBP Hedged (Dist)) 101,752 0.0%USD 34,061,482 0.3%
2025-09-18 IE00BL3J3G74 (iShares Core S&P 500 UCITS ETF MXN Hedged (Acc)) 101,752 0.0%USD 34,061,482 0.3%
2025-09-18 IE00B4L5Y983 (iShares Core MSCI World UCITS ETF USD (Acc)) 64,784 0.1%USD 21,686,444 0.4%
2025-09-18 IE00BD45YS76 (iShares Core MSCI World UCITS ETF GBP Hedged (Dist)) 64,784 0.1%USD 21,686,444 0.4%
2025-09-18 IE00BKBF6H24 (iShares Core MSCI World UCITS ETF) 64,784 0.1%USD 21,686,444 0.4%
2025-09-18 IE000OHHIBC6 (iShares Core MSCI World UCITS ETF USD (Dist)) 64,784 0.1%USD 21,686,444 0.4%
2025-09-18 IE00BHZPJ890 (iShares MSCI USA ESG Enhanced UCITS ETF USD (Dist)) 6,900 0.4%USD 2,309,775 0.7%
2025-09-18 IE0031442068 (iShares Core S&P 500 UCITS ETF USD (Dist)) 15,204 0.0%USD 5,089,539 0.4%
2025-09-18 IE00B6R52259 (iShares MSCI ACWI UCITS ETF) 9,520USD 3,186,820 0.3%
2025-09-18 IE00019GPKX6 (iShares MSCI ACWI UCITS ETF SGD Hedged (Acc)) 9,520USD 3,186,820 0.3%
2025-09-18 IE00BFNM3G45 (iShares MSCI USA ESG Screened UCITS ETF USD (Acc)) 12,933 0.3%USD 4,329,322 0.6%
2025-09-18 IE00BFNM3H51 (iShares MSCI USA ESG Screened UCITS ETF USD (Dist)) 12,933 0.3%USD 4,329,322 0.6%
2025-09-18 IE000G2LIHG9 (iShares MSCI USA ESG Screened UCITS ETF EUR Hedged (Acc)) 12,933 0.3%USD 4,329,322 0.6%
2025-09-18 IE00B0M62Q58 (iShares MSCI World UCITS ETF USD (Dist)) 4,076USD 1,364,441 0.3%
2025-09-18 IE00B3ZW0K18 (iShares S&P 500 EUR Hedged UCITS ETF (Acc)) 7,060USD 2,006,908 1.0%
2025-09-18 IE00BHZPJ569 (iShares MSCI World ESG Enhanced UCITS ETF USD Acc GBP) 518USD 173,401 0.3%
2025-09-18 IE00BG11HV38 (iShares MSCI World ESG Enhanced UCITS ETF USD Inc GBP) 518USD 173,401 0.3%
2025-09-18 IE00BP3QZB59 (iShares Edge MSCI World Value Factor UCITS ETF) 10,821USD 3,622,330 0.3%
2025-09-18 IE00BFYTYS33 (iShares Edge MSCI World Value Factor UCITS USD Dist) 10,821USD 3,622,330 0.3%
2025-09-18 IE00BFNM3K80 (iShares MSCI World ESG Screened UCITS ETF USD (Dist)) 3,211 -0.6%USD 1,074,882 -0.2%
2025-09-18 IE00BFNM3J75 (iShares MSCI World ESG Screened UCITS ETF) 3,211 -0.6%USD 1,074,882 -0.2%
2025-09-18 IE0003WV2ME7 (iShares S&P 500 Equal Weight UCITS ETF GBP Hedged (Acc)) 26,043 0.1%USD 8,717,894 0.4%
2025-09-18 IE000MLMNYS0 (iShares S&P 500 Equal Weight UCITS ETF USD (Acc)) 26,043 0.1%USD 8,717,894 0.4%
2025-09-18 IE00B441G979 (iShares MSCI World EUR Hedged UCITS ETF (Acc)) 2,650USD 753,301 1.0%
2025-09-18 IE00BD1F4M44 (iShares Edge MSCI USA Value Factor UCITS ETF USD (Acc) GBP) 10,727USD 3,590,863 0.3%
2025-09-18 IE00BFF5RX68 (iShares Edge MSCI USA Value Factor UCITS ETF USD (Dist)) 10,727USD 3,590,863 0.3%
2025-09-18 IE00B52SFT06 (iShares MSCI USA UCITS ETF USD (Acc)) 1,920USD 642,720 0.3%
2025-09-18 IE00B4JNQZ49 (iShares S&P 500 Financials Sector UCITS ETF USD (Acc)) 13,875USD 4,644,656 0.3%
2025-09-18 IE00B14X4M10 (iShares MSCI North America UCITS ETF USD (Dist) USD) 814USD 272,487 0.3%
2025-09-18 IE00B3Y8X563 (iShares S&P 500 GBP Hedged UCITS ETF (Acc)) 1,074USD 265,271 1.1%
2025-09-18 IE00BZ0PKT83 (iShares Edge MSCI World Multifactor UCITS ETF USD (Acc) GBP) 8,110USD 2,714,823 0.3%
2025-09-18 IE00BYXPXK00 (iShares STOXX World Equity Multifactor UCITS ETF EUR Hedged (Acc)) 8,110USD 2,714,823 0.3%
2025-09-18 IE000R9FA4A0 (iShares S&P 500 ESG UCITS ETF USD (Acc)) 789USD 264,118 0.3%
2025-09-18 IE00BN92ZL31 (iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist)) 355USD 118,836 0.3%
2025-09-18 IE00BMXC7W70 (iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Acc)) 355USD 118,836 0.3%
2025-09-18 IE000OKVTDF7 (iShares MSCI USA Value Factor ESG UCITS ETF USD (Acc)) 1,023USD 342,449 0.3%
2025-09-18 IE00B42YS929 (iShares MSCI World GBP Hedged UCITS ETF (Acc)) 265USD 65,453 1.1%
2025-09-18 IE00BP3QZD73 (iShares MSCI World Mid-Cap Equal Weight UCITS ETF USD (Acc)) 1,174USD 392,997 0.3%
2025-09-18 IE00BD1F4K20 (iShares MSCI USA Mid-Cap Equal Weight UCITS ETF USD (Acc)) 2,868USD 960,063 0.3%
2025-09-18 IE000NITTFF2 (iShares Russell 1000 Growth UCITS ETF) 111USD 37,157 0.3%
Total =801,604 USD 267,729,221
Book value of shares is calculated on the adjusted close price of each day (row).

News associated with EG

Stocks Turn Lower as 2-Day FOMC Meeting Begins
The S&P 500 Index ($SPX ) (SPY ) today is down -0.15%, the Dow Jones Industrials Index ($DOWI ) (DIA ) is down -0.36%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.10%. September E-mini S&P futures (ESU25 ) are down -0.23%, and September E-mini Nasdaq futures... - 2025-09-16 19:29:20
Stocks Turn Lower as 2-Day FOMC Meeting Begins
The S&P 500 Index ($SPX ) (SPY ) today is down -0.15%, the Dow Jones Industrials Index ($DOWI ) (DIA ) is down -0.36%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.10%. September E-mini S&P futures (ESU25 ) are down -0.23%, and September E-mini Nasdaq futures... - 2025-09-16 14:07:53
Reviewing Everest Group (NYSE:EG) and Lemonade (NYSE:LMND)
Everest Group (NYSE:EG – Get Free Report) and Lemonade (NYSE:LMND – Get Free Report) are both finance companies, but which is the superior business? We will contrast the two companies based on the strength of their profitability, dividends, analyst recommendations, earnings, risk, valuation and institutional ownership. Valuation and Earnings This table compares Everest Group and […] - 2025-08-25 04:26:46
Avantax Advisory Services Inc. Cuts Stake in Everest Group, Ltd. (NYSE:EG)
Avantax Advisory Services Inc. lessened its stake in Everest Group, Ltd. (NYSE:EG – Free Report) by 9.2% during the 1st quarter, Holdings Channel.com reports. The institutional investor owned 1,685 shares of the company’s stock after selling 171 shares during the quarter. Avantax Advisory Services Inc.’s holdings in Everest Group were worth $612,000 at the end […] - 2025-08-05 04:41:08
Analysts Set Everest Group, Ltd. (NYSE:EG) Target Price at $400.83
Shares of Everest Group, Ltd. (NYSE:EG – Get Free Report) have earned an average rating of “Moderate Buy” from the twelve ratings firms that are presently covering the stock, Marketbeat reports. Six research analysts have rated the stock with a hold rating, five have given a buy rating and one has assigned a strong buy […] - 2025-08-04 02:42:56
Everest Group, Ltd. (NYSE:EG) Shares Sold by Csenge Advisory Group
Csenge Advisory Group lowered its holdings in shares of Everest Group, Ltd. (NYSE:EG – Free Report) by 15.2% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 895 shares of the company’s stock after selling 161 shares during the period. […] - 2025-07-23 06:34:50
Edgestream Partners L.P. Reduces Stock Position in Everest Group, Ltd. (NYSE:EG)
Edgestream Partners L.P. lowered its stake in Everest Group, Ltd. (NYSE:EG – Free Report) by 81.3% during the 1st quarter, HoldingsChannel reports. The firm owned 1,331 shares of the company’s stock after selling 5,778 shares during the period. Edgestream Partners L.P.’s holdings in Everest Group were worth $484,000 as of its most recent filing with […] - 2025-07-20 05:26:53
Cerity Partners LLC Sells 1,647 Shares of Everest Group, Ltd. (NYSE:EG)
Cerity Partners LLC lowered its stake in Everest Group, Ltd. (NYSE:EG – Free Report) by 5.9% in the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 26,153 shares of the company’s stock after selling 1,647 shares during the quarter. Cerity Partners LLC owned 0.05% […] - 2025-07-15 06:59:58
M&T Bank Corp Buys 113 Shares of Everest Group, Ltd. (NYSE:EG)
M&T Bank Corp increased its position in shares of Everest Group, Ltd. (NYSE:EG – Free Report) by 4.8% during the first quarter, Holdings Channel reports. The institutional investor owned 2,489 shares of the company’s stock after purchasing an additional 113 shares during the quarter. M&T Bank Corp’s holdings in Everest Group were worth $904,000 as […] - 2025-07-15 06:23:29
YieldBoost Everest Group To 9.7% Using Options
Shareholders of Everest Group Ltd (Symbol: EG) looking to boost their income beyond the stock's 2.3% annualized dividend yield can sell the June 2026 covered call at the $360 strike and collect the premium based on the $23.50 bid, which annualizes to an additional 7.4% rate of r - 2025-07-14 12:36:12
Crossmark Global Holdings Inc. Sells 2,889 Shares of Everest Group, Ltd. (NYSE:EG)
Crossmark Global Holdings Inc. trimmed its stake in shares of Everest Group, Ltd. (NYSE:EG – Free Report) by 60.9% during the first quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 1,856 shares of the company’s stock after selling 2,889 shares during the quarter. Crossmark Global Holdings […] - 2025-07-13 07:13:01
Principal Financial Group Inc. Increases Position in Everest Group, Ltd. (NYSE:EG)
Principal Financial Group Inc. boosted its holdings in shares of Everest Group, Ltd. (NYSE:EG – Free Report) by 7.9% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 55,123 shares of the company’s stock after acquiring an additional 4,021 shares […] - 2025-07-11 05:20:54
6,286 Shares in Everest Group, Ltd. (NYSE:EG) Purchased by Teacher Retirement System of Texas
Teacher Retirement System of Texas bought a new position in shares of Everest Group, Ltd. (NYSE:EG – Free Report) during the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm bought 6,286 shares of the company’s stock, valued at approximately $2,284,000. A number of other institutional […] - 2025-07-10 05:44:58
Allspring Global Investments Holdings LLC Has $733,000 Holdings in Everest Group, Ltd. (NYSE:EG)
Allspring Global Investments Holdings LLC lessened its position in shares of Everest Group, Ltd. (NYSE:EG – Free Report) by 90.1% in the first quarter, HoldingsChannel reports. The fund owned 2,005 shares of the company’s stock after selling 18,211 shares during the period. Allspring Global Investments Holdings LLC’s holdings in Everest Group were worth $733,000 as […] - 2025-07-10 05:06:58
Brokerages Set Everest Group, Ltd. (NYSE:EG) PT at $400.33
Everest Group, Ltd. (NYSE:EG – Get Free Report) has been assigned a consensus recommendation of “Moderate Buy” from the twelve brokerages that are covering the firm, Marketbeat Ratings reports. Six investment analysts have rated the stock with a hold rating, five have assigned a buy rating and one has given a strong buy rating to […] - 2025-07-10 02:50:50
Barclays Issues Positive Forecast for Everest Group (NYSE:EG) Stock Price
Everest Group (NYSE:EG – Free Report) had its price objective boosted by Barclays from $394.00 to $398.00 in a report released on Monday morning,Benzinga reports. They currently have an overweight rating on the stock. EG has been the subject of a number of other reports. Raymond James Financial reissued a “strong-buy” rating and set a […] - 2025-07-08 04:50:51
Everest Group, Ltd. (NYSE:EG) Shares Acquired by Mirae Asset Global Investments Co. Ltd.
Mirae Asset Global Investments Co. Ltd. boosted its stake in shares of Everest Group, Ltd. (NYSE:EG – Free Report) by 16.4% in the first quarter, HoldingsChannel reports. The firm owned 4,671 shares of the company’s stock after purchasing an additional 658 shares during the quarter. Mirae Asset Global Investments Co. Ltd.’s holdings in Everest Group […] - 2025-07-04 04:52:30
Everest Group, Ltd. (NYSE:EG) Shares Sold by KBC Group NV
KBC Group NV lowered its position in shares of Everest Group, Ltd. (NYSE:EG – Free Report) by 78.8% in the first quarter, according to its most recent 13F filing with the SEC. The firm owned 12,429 shares of the company’s stock after selling 46,131 shares during the quarter. KBC Group NV’s holdings in Everest Group […] - 2025-07-03 05:36:52
Chevy Chase Trust Holdings LLC Buys 45 Shares of Everest Group, Ltd. (NYSE:EG)
Chevy Chase Trust Holdings LLC grew its stake in Everest Group, Ltd. (NYSE:EG – Free Report) by 0.2% in the 1st quarter, Holdings Channel.com reports. The fund owned 22,629 shares of the company’s stock after purchasing an additional 45 shares during the quarter. Chevy Chase Trust Holdings LLC’s holdings in Everest Group were worth $8,222,000 […] - 2025-06-27 05:12:47
Blue Trust Inc. Purchases 191 Shares of Everest Group, Ltd. (NYSE:EG)
Blue Trust Inc. grew its position in shares of Everest Group, Ltd. (NYSE:EG – Free Report) by 54.6% in the first quarter, according to its most recent filing with the SEC. The fund owned 541 shares of the company’s stock after acquiring an additional 191 shares during the quarter. Blue Trust Inc.’s holdings in Everest […] - 2025-06-25 04:35:03
Sowell Financial Services LLC Buys Shares of 635 Everest Group, Ltd. (NYSE:EG)
Sowell Financial Services LLC bought a new position in shares of Everest Group, Ltd. (NYSE:EG – Free Report) in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund bought 635 shares of the company’s stock, valued at approximately $231,000. A number of […] - 2025-06-23 04:32:49
CX Institutional Acquires New Holdings in Everest Group, Ltd. (NYSE:EG)
CX Institutional acquired a new stake in Everest Group, Ltd. (NYSE:EG – Free Report) during the first quarter, according to its most recent Form 13F filing with the SEC. The firm acquired 482 shares of the company’s stock, valued at approximately $175,000. A number of other institutional investors have also made changes to their positions […] - 2025-06-16 06:16:44
Yousif Capital Management LLC Sells 72 Shares of Everest Group, Ltd. (NYSE:EG)
Yousif Capital Management LLC reduced its stake in Everest Group, Ltd. (NYSE:EG – Free Report) by 1.3% during the first quarter, Holdings Channel.com reports. The fund owned 5,389 shares of the company’s stock after selling 72 shares during the quarter. Yousif Capital Management LLC’s holdings in Everest Group were worth $1,958,000 at the end of […] - 2025-06-16 04:52:50
Everest Group, Ltd. (NYSE:EG) Receives Average Recommendation of “Moderate Buy” from Brokerages
Everest Group, Ltd. (NYSE:EG – Get Free Report) has earned an average recommendation of “Moderate Buy” from the eleven analysts that are presently covering the stock, MarketBeat reports. Six investment analysts have rated the stock with a hold recommendation, four have given a buy recommendation and one has issued a strong buy recommendation on the […] - 2025-06-12 05:18:51
Merit Financial Group LLC Makes New Investment in Everest Group, Ltd. (NYSE:EG)
Merit Financial Group LLC bought a new position in Everest Group, Ltd. (NYSE:EG – Free Report) during the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm bought 1,410 shares of the company’s stock, valued at approximately $512,000. A number of other hedge funds and […] - 2025-06-11 05:00:50
Noteworthy Monday Option Activity: KSS, EG, PLTR
Looking at options trading activity among components of the Russell 3000 index, there is noteworthy activity today in Kohl's Corp. (Symbol: KSS), where a total volume of 57,414 contracts has been traded thus far today, a contract volume which is representative of approximately 5 - 2025-06-09 16:18:46
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. Grows Stock Position in Everest Group, Ltd. (NYSE:EG)
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its stake in shares of Everest Group, Ltd. (NYSE:EG – Free Report) by 5.5% during the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 4,768 shares of the company’s stock after buying an additional 248 shares during the period. MIRAE ASSET […] - 2025-05-23 05:34:54
Financial Analysis: Everest Group (NYSE:EG) versus Kingsway Financial Services (NYSE:KFS)
Kingsway Financial Services (NYSE:KFS – Get Free Report) and Everest Group (NYSE:EG – Get Free Report) are both finance companies, but which is the superior investment? We will compare the two businesses based on the strength of their analyst recommendations, earnings, profitability, risk, dividends, institutional ownership and valuation. Analyst Recommendations This is a breakdown of […] - 2025-05-23 02:18:49
Nomura Holdings Inc. Invests $515,000 in Everest Group, Ltd. (NYSE:EG)
Nomura Holdings Inc. bought a new position in shares of Everest Group, Ltd. (NYSE:EG – Free Report) during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund bought 1,420 shares of the company’s stock, valued at approximately $515,000. Other institutional investors and hedge funds have also […] - 2025-05-22 07:26:57
Janus Henderson Group PLC Trims Position in Everest Group, Ltd. (NYSE:EG)
Janus Henderson Group PLC trimmed its position in Everest Group, Ltd. (NYSE:EG – Free Report) by 10.7% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 5,003 shares of the company’s stock after selling 602 shares during the quarter. […] - 2025-05-22 05:42:53

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