Public record / Tickers / EG

EG — EVEREST GROUP, LTD.

Both disclosure regimes on one name: who in Congress filed about EG, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
7
all PTR rows naming EG
Members · 12m
2
3 buys · 2 sells · by trade date
Latest PTR
07-21
filed 2026-07-21
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Alan Armstrong · $1.0K–$15.0K

Purchase · traded 2026-03-27 → filed 2026-07-21. Ranked over every EG row by the provable lower bound, never a point estimate.

2 members · 3 buys / 2 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

2 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

7 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 7 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING EG · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning EG
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-07-21Alan Armstrong R–OKPurchaseTraded 03-27 LATE·116d$1K–$15K
2026-04-07Gilbert Ray Cisneros, Jr. D–CA-31SaleTraded 03-13 +25d$1K–$15K
2026-03-09Gilbert Ray Cisneros, Jr. D–CA-31Sale · partial (partial sale)Traded 02-10 +27d$1K–$15K
2026-02-13Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 01-09 +35d$1K–$15K
2025-12-15Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 11-18 +27d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 7 ↗

Members active in EG

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing EG in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Gilbert Ray Cisneros, Jr. D–CA-314−$28.0K to $28.0K2
Alan Armstrong R–OK1$1.0K to $15.0K2

2 members in the window · counts of disclosures, not dollars.

Congress ↔ notable managers · EG

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
1 Alan Armstrong R–OK $1K–$15K
Sellers
0

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
1 Gotham Asset Management $7.2M held
Trimming
1 Bridgewater Associates $5.7M held

new + add vs trim + exit, by shares · $ = reported value now, not the change · EVEREST GROUP LTD

Merged timeline of congressional filings and notable-manager moves on EG
DateWhoChangeSize
2026-07-21Alan Armstrong CongressPurchase$1K–$15K
2026-05-15Gotham Asset Management 13Fadd+9,334 sh
2026-05-15Bridgewater Associates 13Ftrim−54,503 sh

3 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of EG for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$1.1B1
2VANGUARD CAPITAL MANAGEMENT LLC$861M1
3VANGUARD PORTFOLIO MANAGEMENT LLC$709M1
4STATE STREET CORP$605M1
5AQR CAPITAL MANAGEMENT LLC$445M1
6GEODE CAPITAL MANAGEMENT, LLC$386M1
7BARROW HANLEY MEWHINNEY & STRAUSS LLC$336M1
8WELLINGTON MANAGEMENT GROUP LLP$318M1
9Invesco Ltd.$265M1
10ALTRINSIC GLOBAL ADVISORS LLC$254M1
11MASSACHUSETTS FINANCIAL SERVICES CO /MA/$253M1
12ALLIANCEBERNSTEIN L.P.$247M1
13Boston Partners$166M1
14WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$165M1
15DONALD SMITH & CO., INC.$150M1
16HSBC HOLDINGS PLC$147M1
17DIMENSIONAL FUND ADVISORS LP$136M1
18NORTHERN TRUST CORP$134M1
19MORGAN STANLEY$134M1
20Polar Capital Holdings Plc$132M1
21CHARLES SCHWAB INVESTMENT MANAGEMENT INC$116M1
22FULLER & THALER ASSET MANAGEMENT, INC.$115M1
23UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$103M1
24BALYASNY ASSET MANAGEMENT L.P.$94.8M1
25ASSETMARK, INC$94.1M1
26VICTORY CAPITAL MANAGEMENT INC$90.2M1
27CITADEL ADVISORS LLC$88.6M1
28EARNEST PARTNERS LLC$87.6M1
29Legal & General Group Plc$87.4M1
30AustralianSuper Pty Ltd$82.1M1
31CAUSEWAY CAPITAL MANAGEMENT LLC$81.7M1
32BANK OF AMERICA CORP /DE/$76.3M1
33JACOBS LEVY EQUITY MANAGEMENT, INC$75.4M1
34VANGUARD FIDUCIARY TRUST CO$75.0M1
35UBS Group AG$73.8M1
36Talaria Asset Management Pty Ltd$73.4M1
37Bank of New York Mellon Corp$70.4M1
38Nuveen, LLC$70.4M1
39Amundi$69.6M1
40VOLORIDGE INVESTMENT MANAGEMENT, LLC$60.7M1
41RENAISSANCE TECHNOLOGIES LLC$53.0M1
42DEUTSCHE BANK AG\$52.5M1
43BARCLAYS PLC$51.1M1
44Janus Henderson Group Ltd.$47.8M1
45FRANKLIN RESOURCES INC$45.0M1
46AMERIPRISE FINANCIAL INC$43.9M1
47Perpetual Ltd$43.1M1
48GENERAL AMERICAN INVESTORS CO INC$42.2M1
49SEI INVESTMENTS CO$41.7M1
50DEPRINCE RACE & ZOLLO INC$41.6M1
51Swiss National Bank$40.3M1
52FIRST TRUST ADVISORS LP$39.9M1
53SYSTEMATIC FINANCIAL MANAGEMENT LP$39.2M1
54SEB Asset Management AB$36.6M1
55JANE STREET GROUP, LLC$35.3M1
56FMR LLC$32.7M1
57Sumitomo Mitsui Trust Group, Inc.$31.5M1
58STOREBRAND ASSET MANAGEMENT AS$31.4M1
59Vanguard Global Advisers, LLC$31.2M1
60Mitsubishi UFJ Asset Management Co., Ltd.$31.1M1
61CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$30.7M1
62VANGUARD ASSET MANAGEMENT, Ltd$27.7M1
63RHUMBLINE ADVISERS$26.3M1
64DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$25.9M1
65Quantinno Capital Management LP$24.4M1
66BANK OF MONTREAL /CAN/$24.1M1
67KLP KAPITALFORVALTNING AS$22.7M1
68LAZARD ASSET MANAGEMENT LLC$22.3M1
69Prana Capital Management, LP$21.5M1
70TCTC Holdings, LLC$19.9M1
71NEW YORK STATE COMMON RETIREMENT FUND$19.9M1
72MIRABELLA FINANCIAL SERVICES LLP$19.8M1
73ALGEBRIS (UK) LTD$18.9M1
74CWM, LLC$18.8M1
75Grantham, Mayo, Van Otterloo & Co. LLC$18.2M1
76CITIGROUP INC$17.8M1
77EQUITABLE TRUST CO$17.8M1
78Universal- Beteiligungs- und Servicegesellschaft mbH$17.8M1
79HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$17.7M1
80NUANCE INVESTMENTS, LLC$17.5M1
81DANSKE BANK A/S$17.5M1
82Te Ahumairangi Investment Management Ltd$17.4M1
83TWO SIGMA INVESTMENTS, LP$16.7M1
84Arnhold LLC$15.6M1
85M&G Plc$15.3M1
86Allianz Asset Management GmbH$14.9M1
87TD ASSET MANAGEMENT INC$14.9M1
88PRINCIPAL FINANCIAL GROUP INC$14.9M1
89Korea Investment CORP$14.3M1
90ROYAL LONDON ASSET MANAGEMENT LTD$13.3M1
91Robeco Institutional Asset Management B.V.$13.0M1
92MACKENZIE FINANCIAL CORP$12.1M1
93LMCG INVESTMENTS, LLC$12.0M1
94AVIVA PLC$12.0M1
95ADAGE CAPITAL PARTNERS GP, L.L.C.$11.9M1
96Cerity Partners LLC$11.8M1
97FRONTIER CAPITAL MANAGEMENT CO LLC$11.7M1
98Man Group plc$11.6M1
99Aberdeen Group plc$11.6M1
100Dupree Financial Group, LLC$11.5M1
101STATE OF WISCONSIN INVESTMENT BOARD$11.2M1
102Corient Private Wealth LLC$11.1M1
103ROYAL BANK OF CANADA$10.9M1
104IEQ CAPITAL, LLC$10.7M1
105RAYMOND JAMES FINANCIAL INC$10.4M1
106Empowered Funds, LLC$10.4M1
107BNP Paribas Asset Management Holding S.A.$9.7M1
108AMERICAN CENTURY COMPANIES INC$9.3M1
109Zurcher Kantonalbank (Zurich Cantonalbank)$9.2M1
110CLOUGH CAPITAL PARTNERS L P$9.0M1
111Mediolanum International Funds Ltd$8.9M1
112United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund$8.9M1
113MANUFACTURERS LIFE INSURANCE COMPANY, THE$8.8M1
114ADAMS DIVERSIFIED EQUITY FUND, INC.$8.8M1
115STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$8.8M1
116FIL Ltd$8.6M1
117BANK OF NOVA SCOTIA$8.4M1
118Creative Planning$8.0M1
119Waverly Advisors, LLC$8.0M1
120TORONTO DOMINION BANK$8.0M1
121GLENMEDE TRUST CO NA$7.9M1
122MetLife Investment Management, LLC$7.9M1
123HEARTLAND ADVISORS INC$7.8M1
124Mitsubishi UFJ Trust & Banking Corp$7.7M1
125Clear Harbor Asset Management, LLC$7.7M1
126NATIONAL BANK OF CANADA /FI/$7.7M1
127Edgestream Partners, L.P.$7.6M1
128ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$7.5M1
129Schonfeld Strategic Advisors LLC$7.3M1
130Gotham Asset Management, LLC$7.2M1
131Daiwa Securities Group Inc.$7.0M1
132Vanguard Investments Australia, Ltd.$6.9M1
133Squarepoint Ops LLC$6.7M1
134Hudson Bay Capital Management LP$6.6M1
135Mariner, LLC$6.6M1
136Chevy Chase Trust Holdings, LLC$6.6M1
137XTX Topco Ltd$6.5M1
138LPL Financial LLC$6.3M1
139D. E. Shaw & Co., Inc.$6.1M1
140Pictet Asset Management Holding SA$6.1M1
141FEDERATED HERMES, INC.$6.0M1
142APG Asset Management N.V.$5.9M1
143Swedbank AB$5.8M1
144Bridgewater Associates, LP$5.7M1
145Tredje AP-fonden$5.7M1
146Continuum Advisory, LLC$5.7M1
147Asset Management One Co., Ltd.$5.6M1
148XPONANCE LLC$5.4M1
149COMMONWEALTH EQUITY SERVICES, LLC$5.3M1
150PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$5.1M1
151CIBC Bancorp USA Inc.$4.9M1
152SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$4.9M1
153FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$4.8M1
154NOMURA ASSET MANAGEMENT CO LTD$4.8M1
155Holocene Advisors, LP$4.8M1
156New Age Alpha Advisors, LLC$4.7M1
157MILLENNIUM MANAGEMENT LLC$4.5M1
158Illinois Municipal Retirement Fund$4.4M1
159NEW VERNON INVESTMENT MANAGEMENT LLC$4.3M1
160ENVESTNET ASSET MANAGEMENT INC$4.3M1
161State of New Jersey Common Pension Fund D$4.3M1
162Resona Asset Management Co.,Ltd.$4.2M1
163NISA INVESTMENT ADVISORS, LLC$4.2M1
164SUSQUEHANNA INTERNATIONAL GROUP, LLP$4.1M1
165Pathstone Holdings, LLC$4.1M1
166WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$4.0M1
167Lansforsakringar Fondforvaltning AB (publ)$3.9M1
168STATE OF MICHIGAN RETIREMENT SYSTEM$3.9M1
169INTECH INVESTMENT MANAGEMENT LLC$3.8M1
170IFM Investors Pty Ltd$3.8M1
171PUBLIC SECTOR PENSION INVESTMENT BOARD$3.8M1
172MAI Capital Management$3.8M1
173Arizona State Retirement System$3.7M1
174OneDigital Investment Advisors LLC$3.7M1
175Czech National Bank$3.6M1
176Northwest & Ethical Investments L.P.$3.5M1
177AGF MANAGEMENT LTD$3.4M1
178MERCER GLOBAL ADVISORS INC /ADV$3.3M1
179JB Capital LLC$3.3M1
180Rafferty Asset Management, LLC$3.2M1
181CIBC Asset Management Inc$3.2M1
182Sepio Capital, LP$3.2M1
183US BANCORP \DE\$3.2M1
184OMERS ADMINISTRATION Corp$3.1M1
185COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$3.1M1
186VOYA INVESTMENT MANAGEMENT LLC$3.0M1
187ELEVATION POINT WEALTH PARTNERS, LLC$2.9M1
188Gilman Hill Asset Management, LLC$2.9M1
189MACQUARIE GROUP LTD$2.8M1
190Retirement Systems of Alabama$2.8M1
191DnB Asset Management AS$2.8M1
192CANADA PENSION PLAN INVESTMENT BOARD$2.8M1
193FCA CORP /TX$2.7M1
194ProShare Advisors LLC$2.7M1
195Mirae Asset Global Investments Co., Ltd.$2.7M1
196Weiss Asset Management LP$2.7M1
197ANCHOR CAPITAL ADVISORS LLC$2.6M1
198Woodline Partners LP$2.6M1
199JOHNSON INVESTMENT COUNSEL INC$2.6M1
200FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$2.5M1
201ASR Vermogensbeheer N.V.$2.4M1
202Y-Intercept (Hong Kong) Ltd$2.3M1
203Candriam S.C.A.$2.2M1
204Utah Retirement Systems$2.2M1
205USS Investment Management Ltd$2.2M1
206Investment Management Corp of Ontario$2.2M1
207WELLS FARGO & COMPANY/MN$2.1M1
208UniSuper Management Pty Ltd$2.0M1
209Tidal Investments LLC$2.0M1
210TEACHER RETIREMENT SYSTEM OF TEXAS$1.9M1
211Aviance Capital Partners, LLC$1.9M1
212BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$1.9M1
213Ethic Inc.$1.9M1
214Focus Partners Wealth$1.9M1
215PANAGORA ASSET MANAGEMENT INC$1.9M1
216NEOS Investment Management LLC$1.9M1
217Vest Financial, LLC$1.8M1
218NISSAY ASSET MANAGEMENT CORP /JAPAN$1.8M1
219Sompo Asset Management Co., Ltd.$1.8M1
220WINTON GROUP Ltd$1.8M1
221IMC-Chicago, LLC$1.8M1
222MERIDIAN INVESTMENT COUNSEL INC.$1.8M1
223Palouse Capital Management, Inc.$1.7M1
224Aquatic Capital Management LLC$1.7M1
225Lighthouse Investment Partners, LLC$1.7M1
226Estate Counselors, LLC$1.7M1
227RBF Capital, LLC$1.6M1
228Harbor Advisors LLC$1.6M1
229National Pension Service$1.6M1
230EXCHANGE TRADED CONCEPTS, LLC$1.6M1
231Sumitomo Mitsui DS Asset Management Company, Ltd$1.6M1
232GATEWAY INVESTMENT ADVISERS LLC$1.6M1
233OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.5M1
234NORDEA INVESTMENT MANAGEMENT AB$1.5M1
235YOUSIF CAPITAL MANAGEMENT, LLC$1.5M1
236LECAP ASSET MANAGEMENT LTD$1.5M1
237MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$1.4M1
238REGIONS FINANCIAL CORP$1.4M1
239Cetera Investment Advisers$1.4M1
240Orion Porfolio Solutions, LLC$1.4M1
241FIRST MANHATTAN CO. LLC.$1.4M1
242LOWE BROCKENBROUGH & CO INC$1.4M1
243Trexquant Investment LP$1.4M1
244Robertson Stephens Wealth Management, LLC$1.4M1
245NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$1.3M1
246Ensign Peak Advisors, Inc$1.3M1
247TWIN CAPITAL MANAGEMENT INC$1.3M1
248Vanguard Personalized Indexing Management, LLC$1.3M1
249Eurizon Capital SGR S.p.A.$1.3M1
250MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$1.3M1
251Uncommon Cents Investing LLC$1.2M1
252CSS LLC/IL$1.2M1
253Callan Family Office, LLC$1.2M1
254FOX RUN MANAGEMENT, L.L.C.$1.1M1
255Hillsdale Investment Management Inc.$1.1M1
256Voleon Capital Management LP$1.1M1
257PRUDENTIAL FINANCIAL INC$1.1M1
258D.A. DAVIDSON & CO.$1.1M1
259Atom Investors LP$1.1M1
260NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$1.0M1
261HARTFORD INVESTMENT MANAGEMENT CO$1.0M1
262Oak Thistle LLC$1.0M1
263Sculati Wealth Management, LLC$1.0M1
264WEALTHEDGE INVESTMENT ADVISORS, LLC$998K1
265HighTower Advisors, LLC$993K1
266OPPENHEIMER & CO INC$986K1
267Vident Advisory, LLC$947K1
268Impact Partnership Wealth, LLC$932K1
269Independent Advisor Alliance$926K1
270CREDIT AGRICOLE S A$923K1
271COOKSON PEIRCE & CO INC$918K1
272Havemeyer Place LP$914K1
273Point Nemo Capital, LLC$890K1
274Summit Trail Advisors, LLC$889K1
275J. Safra Sarasin Holding AG$879K1
276Sequoia Financial Advisors, LLC$873K1
277HB Wealth Management, LLC$866K1
278OXFORD ASSET MANAGEMENT LLP$857K1
279Norinchukin Bank, The$841K1
280Pinnacle Financial Partners, Inc.$840K1
281COMMERCE BANK$836K1
282Shay Capital LLC$817K1
283MIZUHO SECURITIES USA LLC$804K1
284Lifeworks Advisors, LLC$803K1
285Generali Asset Management SPA SGR$788K1
286LS Investment Advisors, LLC$786K1
287CROBAN$786K1
288DAYMARK WEALTH PARTNERS, LLC$764K1
289NorthCrest Asset Manangement, LLC$749K1
290Avidian Wealth Enterprises, LLC$727K1
291Dai-ichi Life Insurance Company, Ltd$708K1
292Ameritas Advisory Services, LLC$708K1
293Merit Financial Group, LLC$691K1
294Osmosis Investment Management UK Ltd$690K1
295WESTPAC BANKING CORP$683K1
296J.M. Arbour, LLC$679K1
297State of Wyoming$678K1
298O'SHAUGHNESSY ASSET MANAGEMENT, LLC$675K1
299Maryland State Retirement & Pension System$657K1
300Traynor Capital Management, Inc.$651K1
301Dakota Wealth Management$643K1
302Elevated Capital Advisors, LLC$643K1
303Quadrature Capital Ltd$636K1
304&PARTNERS$629K1
305Chesley Taft & Associates LLC$629K1
306M&T BANK CORP$621K1
307Polymer Capital Management (US) LLC$610K1
308ING GROEP NV$604K1
309nVerses Capital, LLC$601K1
310Crossmark Global Holdings, Inc.$598K1
311Dana Investment Advisors, Inc.$594K1
312Allspring Global Investments Holdings, LLC$592K1
313Krilogy Financial LLC$589K1
314Federation des caisses Desjardins du Quebec$586K1
315STIFEL FINANCIAL CORP$564K1
316PRUDENTIAL PLC$562K1
317Savant Capital, LLC$561K1
318Unison Advisors LLC$559K1
319Tower Research Capital LLC (TRC)$553K1
320MUFG Securities EMEA plc$546K1
321Curi Capital, LLC$545K1
322UNITED CAPITAL FINANCIAL ADVISORS, LLC$542K1
323ABN AMRO INVESTMENT SOLUTIONS$541K1
324Leonteq Securities AG$534K1
325Meeder Advisory Services, Inc.$532K1
326Legacy Wealth Asset Management, LLC$528K1
327OSAIC HOLDINGS, INC.$518K1
328Saudi Central Bank$506K1
329BARTLETT & CO. WEALTH MANAGEMENT LLC$502K1
330Aull & Monroe Investment Management Corp$490K1
331TOKIO MARINE ASSET MANAGEMENT CO LTD$490K1
332Numerai GP LLC$483K1
333Henshaw Capital LLC$480K1
334OLD NATIONAL BANCORP /IN/$475K1
335EVERGREEN CAPITAL MANAGEMENT LLC$472K1
336WORLDQUANT MILLENNIUM ADVISORS LLC$454K1
337TFB Advisors LLC$447K1
338Rockefeller Capital Management L.P.$445K1
339Chicago Partners Investment Group LLC$441K1
340SCHRODER INVESTMENT MANAGEMENT GROUP$438K1
341Vontobel Holding Ltd.$429K1
342DAVENPORT & Co LLC$427K1
343Quantbot Technologies LP$421K1
344Baird Financial Group, Inc.$420K1
345Focus Partners Advisor Solutions, LLC$409K1
346Sterling Capital Management LLC$407K1
347NATIXIS$402K1
348Assenagon Asset Management S.A.$398K1
349North Dakota State Investment Board$396K1
350HANCOCK WHITNEY CORP$393K1
351PAX Financial Group, LLC$384K1
352MML INVESTORS SERVICES, LLC$380K1
353Metis Global Partners, LLC$380K1
354Lido Advisors, LLC$377K1
355SECURIAN ASSET MANAGEMENT, INC$377K1
356MUFG SECURITIES AMERICAS INC.$368K1
357TRUIST FINANCIAL CORP$364K1
358AIGEN INVESTMENT MANAGEMENT, LP$362K1
359E&G Advisors, LLC$361K1
360QUADRANT CAPITAL GROUP LLC$360K1
361INCEPTIONR LLC$358K1
362OSSIAM$354K1
363VAN DEN BERG MANAGEMENT I, INC$354K1
364Curat Global, LLC$351K1
365NOMURA HOLDINGS INC$350K1
366Checchi Capital Advisers, LLC$348K1
367R Squared Ltd$346K1
368BayBridge Capital Group, LLC$345K1
369Legacy Private Trust Co.$343K1
370BOOTHBAY FUND MANAGEMENT, LLC$341K1
371EntryPoint Capital, LLC$339K1
372Walleye Trading LLC$339K1
373Worthington Financial Partners, LLC$339K1
374CHOREO, LLC$335K1
375FIFTH THIRD BANCORP$333K1
376Diversified Trust Co$330K1
377Sagewood Asset Management LP$318K1
378Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$315K1
379Retirement Planning Co of New England, Inc.$315K1
380Gateway Wealth Partners, LLC$312K1
381Siemens Fonds Invest GmbH$310K1
382Center For Asset Management LLC$305K1
383Trail Ridge Investment Advisors, LLC$302K1
384Qsemble Capital Management, LP$302K1
385Sanctuary Advisors, LLC$301K1
386Laird Norton Wetherby Trust Company, LLC$294K1
387OSLO PENSJONSFORSIKRING AS$293K1
388Frec Markets, Inc.$291K1
389COLDSTREAM CAPITAL MANAGEMENT INC$288K1
390Advyzon Investment Management, LLC$285K1
391Vise Technologies, Inc.$281K1
392Coastal Bridge Advisors, LLC$281K1
393Wealthfront Advisers LLC$273K1
394Meiji Yasuda Asset Management Co Ltd.$272K1
395Moors & Cabot, Inc.$255K1
396PATTON FUND MANAGEMENT, INC.$251K1
397CAMBIENT FAMILY OFFICE, LLC$250K1
398CIBC WORLD MARKET INC.$241K1
399World Investment Advisors$236K1
400Brevan Howard Capital Management LP$232K1
401Red Door Wealth Management, LLC$231K1
402Canvas Wealth Advisors, LLC$226K1
403Fieldview Capital Management, LLC$220K1
404Kera Capital Partners, Inc.$217K1
405TRED AVON FAMILY WEALTH, LLC$215K1
406Perigon Wealth Management, LLC$208K1
407MBA Advisors LLC$207K1
408SUMMITRY LLC$202K1
409GenTrust, LLC$201K1
410PERSONAL CFO SOLUTIONS, LLC$201K1
411BLAIR WILLIAM & CO/IL$200K1
412Allworth Financial LP$190K1
413Walleye Capital LLC$182K1
414Blue Trust, Inc.$180K1
415WEBSTER BANK, N. A.$163K1
416Steward Partners Investment Advisory, LLC$141K1
417Banque Cantonale Vaudoise$141K1
418MATHER GROUP, LLC.$127K1
419LSV ASSET MANAGEMENT$126K1
420Ameritas Investment Partners, Inc.$123K1
421SIGNATUREFD, LLC$110K1
422Grove Bank & Trust$94.1K1
423SJS Investment Consulting Inc.$82.4K1
424Asset Dedication, LLC$81.7K1
425Transamerica Financial Advisors, LLC$74.4K1
426UMB Bank, n.a.$66.0K1
427FIRST FINANCIAL CORP /IN/$65.4K1
428CENTRAL TRUST Co$62.4K1
429TopTier Wealth Management, LLC$52.3K1
430Wilmington Savings Fund Society, FSB$37.6K1
431CYBER HORNET ETFs LLC$37.3K1
432Quarry LP$36.3K1
433MONTAG A & ASSOCIATES INC$36.0K1
434True Wealth Design, LLC$35.3K1
435HRT FINANCIAL LP$34.4K1
436Parkside Financial Bank & Trust$34.0K1
437South Dakota Investment Council$33.3K1
438Clearstead Advisors, LLC$33.0K1
439Arax Advisory Partners$32.6K1
440Activest Wealth Management$32.4K1
441WPG Advisers, LLC$31.4K1
442EASTERN BANK$29.4K1
443Cromwell Holdings LLC$29.1K1
444Vanguard National Trust Co$27.5K1
445DT Investment Partners, LLC$26.8K1
446TOTH FINANCIAL ADVISORY CORP$26.1K1
447Trifecta Capital Advisors, LLC$26.1K1
448CVA Family Office, LLC$24.8K1
449Sachetta, LLC$21.9K1
450TD Waterhouse Canada Inc.$21.0K1
451Moisand Fitzgerald Tamayo, LLC$20.9K1
452ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$20.6K1
453Pinnacle Wealth Planning Services, Inc.$20.6K1
454Caldwell Trust Co$20.3K1
455Cassaday & Co Wealth Management LLC$19.6K1
456WealthCollab, LLC$15.7K1
457Smartleaf Asset Management LLC$14.2K1
458NEW YORK STATE TEACHERS RETIREMENT SYSTEM$14.0K1
459GHP Investment Advisors, Inc.$13.4K1
460Larson Financial Group LLC$13.4K1
461BARRETT & COMPANY, INC.$13.1K1
462Measured Wealth Private Client Group, LLC$13.1K1
463Rakuten Securities, Inc.$13.1K1
464Investors Research Corp$12.4K1
465DekaBank Deutsche Girozentrale$11.3K1
466PROSPERITY BANCSHARES INC$11.1K1
467Clearstead Trust, LLC$11.1K1
468Caitlin John, LLC$10.7K1
469CANADA LIFE ASSURANCE Co$10.3K1
470MV CAPITAL MANAGEMENT, INC.$9.2K1
471FARMERS & MERCHANTS INVESTMENTS INC$8.5K1
472Bell Investment Advisors, Inc$8.2K1
473Physician Wealth Advisors, Inc.$7.8K1
474SBI Securities Co., Ltd.$7.5K1
475Manchester Capital Management LLC$6.9K1
476Legacy Wealth Managment, LLC/ID$6.9K1
477Fideuram Asset Management (Ireland) dac$6.7K1
478Vestcor Inc$6.3K1
479Treasurer of the State of North Carolina$5.8K1
480Kilter Group LLC$5.6K1
481Destiny Wealth Partners, LLC$5.6K1
482Kemnay Advisory Services Inc.$5.2K1
483JFS WEALTH ADVISORS, LLC$5.2K1
484GSA CAPITAL PARTNERS LLP$4.6K1
485Darwin Wealth Management, LLC$4.3K1
486Winch Advisory Services, LLC$4.2K1
487Abound Wealth Management$3.6K1
488NATIXIS ADVISORS, LLC$3.6K1
489Wall Street Financial Group, Inc.$3.3K1
490SHP Wealth Management$3.1K1
491Private Wealth Management Group, LLC$2.9K1
492Rialto Wealth Management, LLC$2.9K1
493Spire Wealth Management$2.6K1
494Inspire Investing, LLC$2.6K1
495State of Alaska, Department of Revenue$2.6K1
496HM PAYSON & CO$2.3K1
497Marquette Asset Management, LLC$2.3K1
498SUMMIT SECURITIES GROUP LLC$2.3K1
499DiNuzzo Private Wealth, Inc.$2.3K1
500Summit Global Investments$2.1K1
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)3 buy / 2 sell
Congress net ($ bound)−$27.0K to $43.0K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on EG

RETAINED WINDOW · ACTIVE HITS
Signal hits naming EG
KindRuleHits
FIRST FILINGfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against1 hit

Every rule, with its definition →

Planned modules for EG · financials and macro

Financials — as filed PLANNED

EG's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: EG on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing