Purchases and Sales Made in Q1 2024 in Everest Re Group LTD (RE)
This table provides information about the institutional ownership of Everest Re Group LTD (RE) during Q1 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 |
---|---|---|---|---|---|---|---|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
14New |
N/A
|
14
$5.19K
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
13+ 68.42% |
N/A
|
32
$11.9K
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
12New |
N/A
|
12
$4.45K
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
12+ 240.0% |
N/A
|
17
$6.3K
|
|
Apr 18, 2024
Q1 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
11+ 0.09% |
N/A
|
12.7K
$4.72M
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
11New |
N/A
|
11
$4.08K
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
10New |
N/A
|
10
$3.71K
|
|
May 03, 2024
Q1 2024
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
10+ 0.11% |
N/A
|
8.97K
$3.33M
|
|
May 03, 2024
Q1 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
9New |
N/A
|
9
$3.34K
|
|
May 07, 2024
Q1 2024
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
9+ 0.24% |
N/A
|
3.72K
$1.38M
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
9New |
N/A
|
9
$3.34K
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
8+ 0.83% |
N/A
|
973
$361K
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
7+ 2.98% |
N/A
|
242
$89.7K
|
|
Apr 12, 2024
Q1 2024
|
Unison Advisors LLC
|
BUY
|
- |
7+ 0.43% |
N/A
|
1.64K
$608K
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
6New |
N/A
|
6
$2.22K
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
6+ 0.93% |
N/A
|
651
$241K
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
6+ 0.25% |
N/A
|
2.37K
$878K
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6+ 0.86% |
N/A
|
703
$261K
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
5+ 0.47% |
N/A
|
1.06K
$393K
|
|
May 07, 2024
Q1 2024
|
Arizona State Retirement System
|
BUY
|
- |
5+ 0.04% |
N/A
|
11.9K
$4.42M
|
|
May 03, 2024
Q1 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
5+ 0.18% |
N/A
|
2.73K
$1.01M
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
5+ 3.62% |
N/A
|
143
$53K
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
4+ 22.22% |
N/A
|
22
$8.16K
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
4New |
N/A
|
4
$1.48K
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
4+ 12.5% |
N/A
|
36
$13.3K
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
3New |
N/A
|
3
$1.11K
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
3+ 9.09% |
N/A
|
36
$13.3K
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
3+ 0.18% |
N/A
|
1.68K
$624K
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
3+ 150.0% |
N/A
|
5
$1.85K
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
2+ 0.49% |
N/A
|
410
$152K
|
|
Apr 12, 2024
Q1 2024
|
Steph & CO
|
BUY
|
- |
2+ 0.59% |
N/A
|
339
$126K
|
|
May 15, 2024
Q1 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
2+ 0.03% |
N/A
|
5.78K
$2.14M
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
2+ 200.0% |
N/A
|
3
$1.11K
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
2New |
N/A
|
2
$741
|
|
May 17, 2024
Q1 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
2+ 200.0% |
N/A
|
3
$1.11K
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1+ 0.09% |
N/A
|
1.09K
$405K
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1New |
N/A
|
1
$371
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1+ 100.0% |
N/A
|
2
$741
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1+ 25.0% |
N/A
|
5
$1.85K
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1New |
N/A
|
1
$371
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
1New |
N/A
|
1
$371
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
1+ 4.0% |
N/A
|
26
$9.64K
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1+ 16.67% |
N/A
|
7
$2.59K
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 9.09% |
N/A
|
10
$3.71K
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1- 3.85% |
N/A
|
25
$9.27K
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-1- 1.59% |
N/A
|
62
$23K
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
SELL
|
- |
-1- 0.16% |
N/A
|
614
$228K
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-1- 12.5% |
N/A
|
7
$2.59K
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-1- 1.43% |
N/A
|
69
$25.6K
|
|
May 06, 2024
Q1 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 14.29% |
N/A
|
6
$2.22K
|