Everest Group, Ltd.
EG- Exchange
- NYSE
- Industry
- Fire, Marine & Casualty Insurance
- SEC CIK
- 0001095073
No open-market purchases or sales by Everest Group, Ltd. insiders were filed in the last 90 days; 690 institutions reported holding it in 13F filings for Q2 2026, worth $14.2B in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Everest Group, Ltd. as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 690
- +25 vs. Q1 2026
- Shares held
- 38.9M
- +2.46M (+6.8%) vs. Q1 2026
- Total value
- $14.2B
- +$2.26B (+19.0%) vs. Q1 2026
- New holders
- 84
- 261 more added
- Sold out
- 59
- 259 more reduced
5 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting EG on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 690 | $14.2B |
| Q1 2026 | 670 | $12.0B |
| Q4 2025 | 685 | $13.4B |
| Q3 2025 | 677 | $13.5B |
| Q2 2025 | 673 | $13.6B |
| Q1 2025 | 678 | $14.7B |
| Q4 2024 | 694 | $14.6B |
| Q3 2024 | 675 | $15.8B |
| Q2 2024 | 631 | $15.4B |
| Q1 2024 | 640 | $16.2B |
| Q4 2023 | 669 | $14.2B |
| Q3 2023 | 590 | $15.1B |
| Q2 2023 | 582 | $13.7B |
| Q1 2023 | 583 | $13.1B |
| Q4 2022 | 558 | $12.1B |
| Q3 2022 | 510 | $9.66B |
| Q2 2022 | 532 | $10.2B |
| Q1 2022 | 513 | $11.1B |
| Q4 2021 | 479 | $10.2B |
| Q3 2021 | 466 | $9.38B |
| Q2 2021 | 455 | $9.58B |
| Q1 2021 | 464 | $9.29B |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Everest Group, Ltd.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 3,220,769 | $1.15B | 0.02% | −76,816−2.3% | Reduced |
| Vanguard Capital Management LLC | 2,583,110 | $922.8M | 0.02% | −50,612−1.9% | Reduced |
| Vanguard Portfolio Management LLC | 2,068,927 | $739.1M | 0.03% | −99,163−4.6% | Reduced |
| Norges Bank | 1,929,157 | $689.2M | 0.07% | +1,929,157 | New |
| Massachusetts Financial Services Co | 964,755 | $660.4M | 0.21% | +202,355+26.5% | Added |
| State Street Corp | 1,844,732 | $659.0M | 0.02% | −5,582−0.3% | Reduced |
| AQR Capital Management LLC | 1,404,638 | $501.8M | 0.17% | +38,743+2.8% | Added |
| Geode Capital Management, LLC | 1,155,825 | $411.4M | 0.02% | −27,996−2.4% | Reduced |
| Vulcan Value Partners, LLC | 1,036,906 | $370.4M | 11.28% | −324,959−23.9% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 981,772 | $350.7M | 1.06% | −46,468−4.5% | Reduced |
| Alliancebernstein L.P. | 1,043,298 | $341.0M | 0.12% | +314,177+43.1% | Added |
| Invesco Ltd. | 871,481 | $311.3M | 0.02% | +59,210+7.3% | Added |
| Altrinsic Global Advisors LLC | 760,522 | $271.7M | 9.98% | −17,349−2.2% | Reduced |
| First Trust Advisors LP | 614,688 | $219.6M | 0.13% | +492,739+404.1% | Added |
| Boston Partners | 576,832 | $206.1M | 0.18% | +68,260+13.4% | Added |
| Dimensional Fund Advisors LP | 487,758 | $174.3M | 0.03% | +72,835+17.6% | Added |
| William Blair Investment Management, LLC | 479,877 | $171.4M | 0.52% | −26,289−5.2% | Reduced |
| Wellington Management Group LLP | 470,633 | $168.1M | 0.03% | −501,236−51.6% | Reduced |
| Morgan Stanley | 467,462 | $167.0M | 0.01% | +57,103+13.9% | Added |
| Donald Smith & Co., Inc. | 428,873 | $153.2M | 2.71% | −31,302−6.8% | Reduced |
| HSBC Holdings PLC | 410,228 | $146.7M | 0.07% | −39,691−8.8% | Reduced |
| LSV Asset Management | 386,250 | $138.0M | 0.25% | −390−0.1% | Reduced |
| Northern Trust Corp | 378,461 | $135.2M | 0.02% | −32,110−7.8% | Reduced |
| Charles Schwab Investment Management Inc | 359,268 | $128.3M | 0.02% | +4,464+1.3% | Added |
| Fuller & Thaler Asset Management, Inc. | 342,042 | $122.2M | 0.33% | −10,068−2.9% | Reduced |
| Polar Capital Holdings Plc | 329,500 | $117.7M | 0.33% | −74,000−18.3% | Reduced |
| Bank of America Corp | 302,612 | $108.1M | 0.01% | +69,286+29.7% | Added |
| Assetmark, Inc | 296,814 | $106.0M | 0.18% | +8,967+3.1% | Added |
| Talaria Asset Management Pty Ltd | 281,800 | $100.7M | 21.54% | +57,100+25.4% | Added |
| Arrowstreet Capital, Limited Partnership | 279,439 | $99.8M | 0.04% | +256,575+1,122.2% | Added |
| Victory Capital Management Inc | 279,342 | $99.8M | 0.06% | +3,274+1.2% | Added |
| UBS Group AG | 273,904 | $97.8M | 0.02% | +48,240+21.4% | Added |
| Earnest Partners LLC | 271,712 | $97.1M | 0.35% | +3,617+1.3% | Added |
| Legal & General Group Plc | 269,461 | $96.3M | 0.02% | +1,965+0.7% | Added |
| Causeway Capital Management LLC | 252,702 | $90.3M | 0.98% | +2,694+1.1% | Added |
| Goldman Sachs Group Inc | 235,932 | $84.3M | 0.01% | +19,119+8.8% | Added |
| Vanguard Fiduciary Trust Co | 221,973 | $79.3M | 0.02% | −7,465−3.3% | Reduced |
| SEI Investments Co | 201,953 | $72.1M | 0.06% | +74,370+58.3% | Added |
| Bank of New York Mellon Corp | 200,235 | $71.5M | 0.01% | −15,269−7.1% | Reduced |
| SG Americas Securities, LLC | 194,624 | $69.5M | 0.04% | +138,918+249.4% | Added |
| Jacobs Levy Equity Management, Inc | 189,485 | $67.7M | 0.24% | −41,055−17.8% | Reduced |
| Barclays PLC | 187,439 | $67.0M | 0.02% | +31,105+19.9% | Added |
| Nuveen, LLC | 185,598 | $66.3M | 0.02% | −29,830−13.8% | Reduced |
| Balyasny Asset Management LLC | 162,213 | $57.9M | 0.11% | −127,699−44.0% | Reduced |
| Deutsche Bank AG | 161,837 | $57.8M | 0.02% | +1,216+0.8% | Added |
| Woodline Partners LP | 159,541 | $57.0M | 0.18% | +151,519+1,888.8% | Added |
| Amundi | 157,421 | $56.2M | 0.01% | −55,609−26.1% | Reduced |
| Renaissance Technologies LLC | 155,840 | $55.7M | 0.08% | −6,260−3.9% | Reduced |
| Jupiter Topco LLC | 146,313 | $52.3M | 0.02% | +146,313 | New |
| JPMorgan Chase & Co | 140,236 | $51.1M | 0.00% | +34,976+33.2% | Added |
| BNP Paribas Arbitrage, SA | 136,070 | $48.6M | 0.03% | +8,801+6.9% | Added |
| Perpetual Ltd | 135,942 | $48.6M | 0.69% | +4,023+3.0% | Added |
| Ameriprise Financial Inc | 135,594 | $48.4M | 0.01% | +1,131+0.8% | Added |
| Robeco Institutional Asset Management B.V. | 134,183 | $47.9M | 0.06% | +94,379+237.1% | Added |
| Davis Selected Advisers | 126,423 | $45.2M | 0.19% | −14,485−10.3% | Reduced |
| Voloridge Investment Management, LLC | 124,207 | $44.4M | 0.19% | −61,492−33.1% | Reduced |
| Deprince Race & Zollo Inc | 123,009 | $43.9M | 0.74% | −4,419−3.5% | Reduced |
| General American Investors Co Inc | 122,909 | $43.9M | 2.66% | −6,287−4.9% | Reduced |
| Franklin Resources Inc | 120,550 | $43.1M | 0.01% | −17,168−12.5% | Reduced |
| Citadel Advisors LLC | 120,459 | $43.0M | 0.02% | −150,614−55.6% | Reduced |
| Mackenzie Financial Corp | 119,470 | $42.7M | 0.04% | +82,333+221.7% | Added |
| American Century Companies Inc | 116,377 | $41.6M | 0.02% | +87,947+309.3% | Added |
| Systematic Financial Management LP | 114,411 | $40.9M | 0.81% | −5,563−4.6% | Reduced |
| Swiss National Bank | 112,880 | $40.3M | 0.02% | −10,320−8.4% | Reduced |
| Storebrand Asset Management AS | 106,095 | $37.9M | 0.09% | +10,027+10.4% | Added |
| Citigroup Inc | 105,377 | $37.6M | 0.02% | +50,867+93.3% | Added |
| Russell Investments Group, Ltd. | 105,162 | $37.6M | 0.03% | +24,038+29.6% | Added |
| South Dakota Investment Council | 102,992 | $36.8M | 0.63% | +1,061+1.0% | Added |
| Price T Rowe Associates Inc | 97,850 | $35.0M | 0.00% | +2,980+3.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 97,079 | $34.7M | 0.02% | +1,956+2.1% | Added |
| Quantinno Capital Management LP | 94,812 | $33.9M | 0.04% | +20,294+27.2% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 94,000 | $33.6M | 0.02% | −2,362−2.5% | Reduced |
| Vanguard Global Advisers, LLC | 92,263 | $33.0M | 0.02% | −3,172−3.3% | Reduced |
| Vanguard Asset Management, Ltd | 90,469 | $32.3M | 0.02% | +5,763+6.8% | Added |
| SEB Asset Management AB | 87,543 | $31.3M | 0.12% | −24,481−21.9% | Reduced |
| FMR LLC | 83,760 | $29.9M | 0.00% | −16,250−16.2% | Reduced |
| Jain Global LLC | 82,150 | $29.3M | 0.35% | +82,150 | New |
| Bank of Montreal | 80,420 | $28.7M | 0.01% | +6,651+9.0% | Added |
| California Public Employees Retirement System | 78,256 | $28.0M | 0.02% | −15,754−16.8% | Reduced |
| Capitolis Liquid Global Markets LLC | 77,000 | $27.5M | 0.12% | +77,000 | New |
| Rhumbline Advisers | 76,862 | $27.5M | 0.02% | −3,695−4.6% | Reduced |
| Lazard Asset Management LLC | 76,705 | $27.4M | 0.04% | +8,626+12.7% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 73,445 | $26.2M | 0.02% | −5,793−7.3% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 73,051 | $26.1M | 0.06% | +17,360+31.2% | Added |
| Bridgewater Associates, LP | 72,182 | $25.8M | 0.11% | +54,602+310.6% | Added |
| KLP Kapitalforvaltning AS | 71,621 | $25.6M | 0.08% | +2,120+3.1% | Added |
| Equitable Trust Co | 70,117 | $25.0M | 1.05% | +15,645+28.7% | Added |
| CBOE Vest Financial, LLC | 65,112 | $23.3M | 0.24% | +59,459+1,051.8% | Added |
| Panagora Asset Management Inc | 64,814 | $23.2M | 0.07% | +59,120+1,038.3% | Added |
| New York State Common Retirement Fund | 62,299 | $22.3M | 0.03% | +1,547+2.5% | Added |
| Lighthouse Investment Partners, LLC | 61,541 | $22.0M | 0.68% | +56,397+1,096.4% | Added |
| TCTC Holdings, LLC | 60,800 | $21.7M | 0.57% | 00.0% | Unchanged |
| Capital Fund Management S.A. | 57,528 | $20.6M | 0.15% | +24,142+72.3% | Added |
| ASR Vermogensbeheer N.V. | 57,365 | $20.5M | 0.21% | +50,140+694.0% | Added |
| HRT Financial LP | 56,950 | $20.3M | 0.04% | −48,340−45.9% | Reduced |
| Arnhold LLC | 56,338 | $20.1M | 1.41% | +8,633+18.1% | Added |
| M&G Plc | 55,510 | $19.8M | 0.10% | +8,667+18.5% | Added |
| Te Ahumairangi Investment Management Ltd | 54,839 | $19.6M | 3.16% | +1,659+3.1% | Added |
| Danske Bank A/S | 52,232 | $18.7M | 0.04% | −1,200−2.2% | Reduced |
| California State Teachers Retirement System | 52,060 | $18.6M | 0.02% | −10,418−16.7% | Reduced |