Purchases and Sales Made in Q4 2024 in Everest Re Group LTD (RE)
This table provides information about the institutional ownership of Everest Re Group LTD (RE) during Q4 2024. The information is specifically focused on institutions that hold shares of EVEREST RE GROUP LTD.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2+ 33.33% |
N/A
|
8
$2.97K
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
2+ 10.0% |
N/A
|
22
$8.16K
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
2+ 2.94% |
N/A
|
70
$25.9K
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
2New |
N/A
|
2
$741
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
2New |
N/A
|
2
$741
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1+ 0.15% |
N/A
|
670
$248K
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
1New |
N/A
|
1
$371
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
1New |
N/A
|
1
$371
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
1New |
N/A
|
1
$371
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
1New |
N/A
|
1
$371
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
1+ 14.29% |
N/A
|
8
$2.97K
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1+ 100.0% |
N/A
|
2
$741
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
1New |
N/A
|
1
$371
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1New |
N/A
|
1
$371
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-1- 0.03% |
N/A
|
3.79K
$1.4M
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1- 0.02% |
N/A
|
4.16K
$1.54M
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-2- 66.67% |
N/A
|
1
$371
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-2- 4.65% |
N/A
|
41
$15.2K
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-2- 5.71% |
N/A
|
33
$12.2K
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-2- 0.83% |
N/A
|
240
$89K
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-3- 25.0% |
N/A
|
9
$3.34K
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-3- 3.41% |
N/A
|
85
$31.5K
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-3- 30.0% |
N/A
|
7
$2.59K
|
|
Mar 17, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-4- 0.15% |
N/A
|
2.61K
$966K
|
|
Feb 12, 2025
Q4 2024
|
Neos Investment Management LLC
Westport, CT |
SELL
|
- |
-4- 0.66% |
N/A
|
601
$223K
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-5- 15.63% |
N/A
|
27
$10K
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-5- 15.63% |
N/A
|
27
$10K
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-6- 66.67% |
N/A
|
3
$1.11K
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-7- 1.23% |
N/A
|
561
$208K
|
|
Feb 11, 2025
Q4 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-9- 75.0% |
N/A
|
3
$1.11K
|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-10- 0.68% |
N/A
|
1.45K
$538K
|
|
Jan 14, 2025
Q4 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-12- 1.69% |
N/A
|
700
$259K
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-13- 3.18% |
N/A
|
396
$147K
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-13- 1.95% |
N/A
|
654
$242K
|
|
Feb 12, 2025
Q4 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-14- 37.84% |
N/A
|
23
$8.53K
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-15- 30.0% |
N/A
|
35
$13K
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-15- 0.79% |
N/A
|
1.89K
$700K
|
|
Feb 04, 2025
Q4 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-15- 1.52% |
N/A
|
973
$361K
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-15- 32.61% |
N/A
|
31
$11.5K
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-15- 1.75% |
N/A
|
840
$311K
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-20- 9.01% |
N/A
|
202
$74.9K
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
SELL
|
- |
-20- 4.76% |
N/A
|
400
$148K
|
|
Feb 14, 2025
Q4 2024
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-21- 70.0% |
N/A
|
9
$3.34K
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-22Closed |
N/A
|
0
$0
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-22- 3.91% |
N/A
|
540
$200K
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-23- 0.29% |
N/A
|
7.93K
$2.94M
|
|
Jan 29, 2025
Q4 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-25- 1.66% |
N/A
|
1.48K
$548K
|
|
Feb 04, 2025
Q4 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-26- 13.83% |
N/A
|
162
$60.1K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-28- 2.05% |
N/A
|
1.34K
$496K
|