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| Everest Investment Management LLC
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|---|---|
| CRD # | 108842 |
| SEC # | 801-57679 |
| CIK # | 0001095073, 0002056683, 0002056391, 0001799910, 0002037160 |
| AUM | |
| Employees | |
| Phone | 402-593-4513 |
| Address | 5711 South 86th Circle Omaha, NE 68127 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Amazon Com Inc | 30.8 | ||
| Alphabet Inc | 29.2 | ||
| Microsoft Corp | 29.0 | ||
| Nvidia Corp | 27.5 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 21.1 | ||
| Apple Inc | 21.0 | ||
| Facebook Inc | 15.1 | ||
| Broadcom Inc | 14.2 | ||
| ServiceNow Inc | 11.0 | ||
| Palo Alto Networks Inc | 10.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 25 | 81.9 |
| By Discretionary | ||
| Discretionary | 25 | 81.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 25 | 81.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 81.9 | |
| Total | 25 | 81.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 10-K | [0001095073] | |
| 10-Q | [0001095073] | |
| 3 | [0001095073] | |
| 4 | [0001095073] | |
| 5 | [0001095073] | |
| 8-K | [0001095073] | |
| SC 13D | [0001095073] | |
| SC 13G | [0001095073] | |
| D | [0001799910] | |
| D | [0002037160] | |
| 13F-HR | [0002056391] | |
| 13F-HR | [0002056683] |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
Everest Group Ltd EG
Common Shares
|
2026-03-13 | Tax withheld | 634 | $322.87 | 204,700 |
|
Everest Group Ltd EG
Common Shares
|
2026-03-13 | Grant | 1,129 | $322.87 | 364,520 |
|
Everest Group Ltd EG
Common Shares
|
2026-03-13 | Grant | 684 | $322.87 | 220,843 |
|
Everest Group Ltd EG
Common Shares
|
2026-03-13 | Grant | 1,369 | $322.87 | 442,009 |
|
Everest Group Ltd EG
Common Shares
|
2026-03-13 | Tax withheld | 701 | $322.87 | 226,332 |
|
Everest Group Ltd EG
Common Shares
|
2026-03-13 | Tax withheld | 350 | $322.87 | 113,004 |
|
Everest Group Ltd EG
Common Shares
|
2026-03-02 | Tax withheld | 213 | $338.00 | 71,994 |
|
Everest Group Ltd EG
Common Shares
|
2026-03-02 | Tax withheld | 256 | $338.00 | 86,528 |
|
Everest Group Ltd EG
Common Shares
|
2026-03-02 | Tax withheld | 81 | $338.00 | 27,378 |
|
Everest Group Ltd EG
Common Shares
|
2026-03-02 | Tax withheld | 673 | $338.00 | 227,474 |
|
Everest Group Ltd EG
Common Shares
|
2026-03-02 | Tax withheld | 87 | $338.00 | 29,406 |
|
Everest Group Ltd EG
Common Shares
|
2026-03-02 | Tax withheld | 184 | $338.00 | 62,192 |
|
Everest Group Ltd EG
Common Shares
|
2026-03-02 | Tax withheld | 1,442 | $338.00 | 487,396 |
|
Everest Group Ltd EG
Common Shares
|
2026-03-02 | Tax withheld | 737 | $338.00 | 249,106 |
|
Everest Group Ltd EG
Common Shares
|
2026-03-02 | Tax withheld | 247 | $338.00 | 83,486 |
|
Everest Group Ltd EG
Common Shares
|
2026-03-02 | Tax withheld | 2,060 | $338.00 | 696,280 |
|
Everest Group Ltd EG
Common Shares
|
2026-02-26 | Grant | 960 | $338.69 | 325,142 |
|
Everest Group Ltd EG
Common Shares
|
2026-02-26 | Grant | 960 | $338.69 | 325,142 |
|
Everest Group Ltd EG
Common Shares
|
2026-02-26 | Grant | 960 | $338.69 | 325,142 |
|
Everest Group Ltd EG
Common Shares
|
2026-02-26 | Grant | 7,751 | $338.69 | 2,625,186 |
| showing 20 of 200 most recent transactions | |||||