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 2021
Institutional positions in Everest Group, Ltd. as of Jun 30, 2021. 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
- 455
- −4 vs. Q1 2021
- Shares held
- 38.0M
- +545.4K (+1.5%) vs. Q1 2021
- Total value
- $9.58B
- +$330.4M (+3.6%) vs. Q1 2021
- New holders
- 49
- 156 more added
- Sold out
- 53
- 180 more reduced
5 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: 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 2021
Shares, value and share of portfolio for each institution holding Everest Group, Ltd.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 4,420,850 | $1.11B | 0.03% | +53,590+1.2% | Added |
| BlackRock Inc. | 2,823,711 | $711.6M | 0.02% | −680,328−19.4% | Reduced |
| Boston Partners | 2,380,676 | $599.9M | 0.77% | −82,003−3.3% | Reduced |
| State Street Corp | 1,900,032 | $478.8M | 0.03% | +10,535+0.6% | Added |
| Franklin Resources Inc | 1,785,019 | $449.8M | 0.17% | +224,141+14.4% | Added |
| Capital International Investors | 1,610,647 | $405.9M | 0.09% | −258,031−13.8% | Reduced |
| Victory Capital Management Inc | 1,406,721 | $354.5M | 0.34% | +101,966+7.8% | Added |
| Champlain Investment Partners, LLC | 1,276,235 | $321.6M | 1.53% | +600.0% | Added |
| Nuance Investments, LLC | 973,642 | $245.4M | 4.37% | +106,903+12.3% | Added |
| Massachusetts Financial Services Co | 905,447 | $228.2M | 0.07% | +39,601+4.6% | Added |
| Alliancebernstein L.P. | 840,667 | $211.9M | 0.09% | +3,052+0.4% | Added |
| LSV Asset Management | 838,258 | $211.2M | 0.36% | −41,570−4.7% | Reduced |
| Geode Capital Management, LLC | 727,091 | $182.7M | 0.03% | +15,377+2.2% | Added |
| AQR Capital Management LLC | 718,393 | $181.0M | 0.31% | +92,146+14.7% | Added |
| Altrinsic Global Advisors LLC | 659,815 | $166.3M | 5.06% | +659,815 | New |
| Los Angeles Capital Management LLC | 609,429 | $153.6M | 0.68% | +384,501+170.9% | Added |
| Dimensional Fund Advisors LP | 607,563 | $153.1M | 0.05% | +51,775+9.3% | Added |
| Invesco Ltd. | 545,778 | $137.5M | 0.03% | +86,398+18.8% | Added |
| Southeastern Asset Management IncSuperinvestorSoutheastern Asset Management (Longleaf) | 498,778 | $125.7M | 2.53% | +97,576+24.3% | Added |
| Norges Bank | 437,904 | $110.4M | 0.02% | +10,304+2.4% | Added |
| Northern Trust Corp | 420,169 | $105.9M | 0.02% | −33,531−7.4% | Reduced |
| Bank of New York Mellon Corp | 361,291 | $91.0M | 0.02% | +18,550+5.4% | Added |
| Janus Henderson Group PLC | 310,309 | $78.2M | 0.03% | +24,702+8.6% | Added |
| First Trust Advisors LP | 303,539 | $76.5M | 0.08% | −22,099−6.8% | Reduced |
| California Public Employees Retirement System | 301,687 | $76.0M | 0.06% | −14,069−4.5% | Reduced |
| Legal & General Group Plc | 294,777 | $74.3M | 0.02% | −53,344−15.3% | Reduced |
| Earnest Partners LLC | 292,405 | $73.7M | 0.43% | −31,912−9.8% | Reduced |
| Charles Schwab Investment Management Inc | 281,994 | $71.1M | 0.02% | +7,904+2.9% | Added |
| Polar Capital Holdings Plc | 253,250 | $63.8M | 0.35% | 00.0% | Unchanged |
| APG Asset Management N.V. | 298,422 | $63.4M | 0.11% | −128,600−30.1% | Reduced |
| Lord, Abbett & Co. LLC | 233,965 | $59.0M | 0.14% | −79,576−25.4% | Reduced |
| Bank of Montreal | 223,691 | $57.3M | 0.03% | −1,604−0.7% | Reduced |
| Adage Capital Partners GP, L.L.C. | 222,510 | $56.1M | 0.11% | −31,000−12.2% | Reduced |
| Morgan Stanley | 206,023 | $51.9M | 0.01% | +2,655+1.3% | Added |
| UBS Asset Management Americas Inc | 204,034 | $51.4M | 0.02% | −53,214−20.7% | Reduced |
| Nuveen Asset Management, LLC | 191,576 | $48.3M | 0.01% | −218,609−53.3% | Reduced |
| Parametric Portfolio Associates LLC | 187,627 | $47.3M | 0.03% | +6,793+3.8% | Added |
| Martingale Asset Management L P | 186,040 | $46.9M | 0.54% | +86,941+87.7% | Added |
| Deutsche Bank AG | 182,406 | $46.0M | 0.02% | +5,060+2.9% | Added |
| Jacobs Levy Equity Management, Inc | 172,403 | $43.4M | 0.29% | +68,729+66.3% | Added |
| Swiss National Bank | 163,082 | $41.1M | 0.03% | −138,757−46.0% | Reduced |
| Miller Howard Investments Inc | 161,118 | $40.6M | 1.63% | +1,380+0.9% | Added |
| Renaissance Technologies LLC | 152,700 | $38.5M | 0.05% | +73,200+92.1% | Added |
| Aviva PLC | 152,586 | $38.5M | 0.17% | +460+0.3% | Added |
| SEI Investments Co | 146,258 | $37.1M | 0.08% | +10,069+7.4% | Added |
| Scout Investments, Inc. | 144,526 | $36.4M | 0.54% | −87,323−37.7% | Reduced |
| Federated Hermes, Inc. | 141,425 | $35.6M | 0.07% | −3,326−2.3% | Reduced |
| Bank of America Corp | 139,353 | $35.1M | 0.00% | −48,522−25.8% | Reduced |
| Balyasny Asset Management LLC | 128,763 | $32.5M | 0.18% | +95,445+286.5% | Added |
| Zweig-DiMenna Associates LLC | 124,164 | $31.3M | 1.94% | +50,029+67.5% | Added |
| Schonfeld Strategic Advisors LLC | 123,200 | $31.0M | 0.35% | +107,900+705.2% | Added |
| General American Investors Co Inc | 121,500 | $30.6M | 2.56% | 00.0% | Unchanged |
| Prana Capital Management, LP | 121,367 | $30.6M | 2.09% | +115,820+2,088.0% | Added |
| Ameriprise Financial Inc | 113,557 | $28.6M | 0.01% | +13,732+13.8% | Added |
| Raymond James & Associates | 109,229 | $27.5M | 0.03% | +11,874+12.2% | Added |
| Systematic Financial Management LP | 100,168 | $25.2M | 0.76% | +31,420+45.7% | Added |
| Barclays PLC | 89,055 | $22.4M | 0.02% | +7,720+9.5% | Added |
| Storebrand Asset Management AS | 82,068 | $20.7M | 0.10% | −4,269−4.9% | Reduced |
| CWM, LLC | 81,499 | $20.5M | 0.16% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 80,206 | $20.2M | 0.03% | +28,741+55.8% | Added |
| State of Wisconsin Investment Board | 77,794 | $19.6M | 0.04% | −4,268−5.2% | Reduced |
| PGGM Investments | 76,693 | $19.3M | 0.08% | 00.0% | Unchanged |
| HSBC Holdings PLC | 72,134 | $18.2M | 0.02% | +7,890+12.3% | Added |
| California State Teachers Retirement System | 70,074 | $17.7M | 0.02% | −2,905−4.0% | Reduced |
| Principal Financial Group Inc | 68,950 | $17.4M | 0.01% | +5,184+8.1% | Added |
| Royal Bank of Canada | 66,996 | $16.9M | 0.00% | +4,419+7.1% | Added |
| Rhumbline Advisers | 66,798 | $16.8M | 0.02% | −3,450−4.9% | Reduced |
| Goldman Sachs Group Inc | 66,717 | $16.8M | 0.00% | −376−0.6% | Reduced |
| Price T Rowe Associates Inc | 65,582 | $16.5M | 0.00% | −216−0.3% | Reduced |
| Bank of Nova Scotia | 64,013 | $16.1M | 0.03% | +14,588+29.5% | Added |
| New York State Common Retirement Fund | 63,660 | $16.0M | 0.02% | −13,953−18.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 61,992 | $15.6M | 0.09% | −149−0.2% | Reduced |
| TCTC Holdings, LLC | 60,800 | $15.3M | 0.70% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 60,055 | $15.1M | 0.03% | +1,305+2.2% | Added |
| Davis Selected Advisers | 59,915 | $15.1M | 0.06% | −103−0.2% | Reduced |
| Grace & White Inc | 55,182 | $13.9M | 2.53% | 00.0% | Unchanged |
| Westwood Holdings Group Inc. | 54,995 | $13.9M | 0.14% | −3,250−5.6% | Reduced |
| Smith Asset Management Group LP | 52,500 | $13.2M | 0.65% | +52,500 | New |
| Schroder Investment Management Group | 52,187 | $13.2M | 0.02% | +12,670+32.1% | Added |
| Donald Smith & Co., Inc. | 52,090 | $13.1M | 0.51% | +64+0.1% | Added |
| Rothschild & Co Asset Management US Inc. | 51,396 | $13.0M | 0.15% | −4,919−8.7% | Reduced |
| UBS Group AG | 51,347 | $12.9M | 0.01% | −25,288−33.0% | Reduced |
| Millennium Management LLC | 51,158 | $12.9M | 0.02% | +5,865+12.9% | Added |
| Citigroup Inc | 50,622 | $12.8M | 0.01% | −26,624−34.5% | Reduced |
| Te Ahumairangi Investment Management Ltd | 48,212 | $12.2M | 1.59% | −2,504−4.9% | Reduced |
| Credit Suisse AG | 47,953 | $12.1M | 0.01% | −71,782−60.0% | Reduced |
| Sit Investment Associates Inc | 47,169 | $11.9M | 0.29% | +23,060+95.6% | Added |
| Interval Partners, LP | 46,789 | $11.8M | 0.71% | +46,789 | New |
| Nordea Investment Management AB | 46,203 | $11.6M | 0.02% | −2,593−5.3% | Reduced |
| Amundi | 44,582 | $11.2M | 0.01% | +44,582 | New |
| Lazard Asset Management LLC | 44,133 | $11.1M | 0.01% | +7,159+19.4% | Added |
| JPMorgan Chase & Co | 41,948 | $10.6M | 0.00% | +3,483+9.1% | Added |
| State Board of Administration of Florida Retirement System | 40,956 | $10.3M | 0.02% | −3,150−7.1% | Reduced |
| Prospector Partners LLC | 40,620 | $10.2M | 1.29% | +950+2.4% | Added |
| Boston Trust Walden Corp | 39,635 | $9.99M | 0.09% | +10,990+38.4% | Added |
| Brandywine Global Investment Management, LLC | 39,123 | $9.86M | 0.07% | +5,709+17.1% | Added |
| Man Group plc | 38,792 | $9.78M | 0.03% | +33,545+639.3% | Added |
| Glenmede Trust Co NA | 38,565 | $9.72M | 0.05% | −950−2.4% | Reduced |
| Manufacturers Life Insurance Company, The | 37,940 | $9.56M | 0.01% | −6,175−14.0% | Reduced |
| Frontier Capital Management Co LLC | 37,749 | $9.51M | 0.07% | −2,080−5.2% | Reduced |