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, Q3 2021
Institutional positions in Everest Group, Ltd. as of Sep 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
- 466
- +18 vs. Q2 2021
- Shares held
- 37.4M
- −434.2K (−1.1%) vs. Q2 2021
- Total value
- $9.38B
- −$155.9M (−1.6%) vs. Q2 2021
- New holders
- 62
- 155 more added
- Sold out
- 44
- 167 more reduced
7 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Everest Group, Ltd.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 4,466,311 | $1.12B | 0.03% | +45,461+1.0% | Added |
| BlackRock Inc. | 3,117,598 | $781.8M | 0.02% | +293,887+10.4% | Added |
| Boston Partners | 2,302,362 | $577.6M | 0.73% | −78,314−3.3% | Reduced |
| State Street Corp | 1,927,792 | $483.5M | 0.03% | +27,760+1.5% | Added |
| Franklin Resources Inc | 1,895,859 | $475.4M | 0.18% | +110,840+6.2% | Added |
| Victory Capital Management Inc | 1,406,083 | $352.6M | 0.35% | −6380.0% | Reduced |
| Capital International Investors | 1,338,285 | $335.7M | 0.08% | −272,362−16.9% | Reduced |
| Champlain Investment Partners, LLC | 1,233,263 | $309.3M | 1.48% | −42,972−3.4% | Reduced |
| Massachusetts Financial Services Co | 1,056,922 | $265.1M | 0.08% | +151,475+16.7% | Added |
| Nuance Investments, LLC | 946,880 | $237.5M | 4.35% | −26,762−2.7% | Reduced |
| Alliancebernstein L.P. | 843,929 | $211.6M | 0.08% | +3,262+0.4% | Added |
| LSV Asset Management | 819,248 | $205.5M | 0.37% | −19,010−2.3% | Reduced |
| Geode Capital Management, LLC | 743,147 | $185.9M | 0.03% | +16,056+2.2% | Added |
| AQR Capital Management LLC | 721,736 | $181.0M | 0.34% | +3,343+0.5% | Added |
| Altrinsic Global Advisors LLC | 670,430 | $168.1M | 5.04% | +10,615+1.6% | Added |
| Dimensional Fund Advisors LP | 636,959 | $159.7M | 0.05% | +29,396+4.8% | Added |
| Los Angeles Capital Management LLC | 595,715 | $149.4M | 0.68% | −13,714−2.3% | Reduced |
| Nuveen Asset Management, LLC | 582,893 | $146.2M | 0.05% | +391,317+204.3% | Added |
| Invesco Ltd. | 545,512 | $136.8M | 0.03% | −2660.0% | Reduced |
| Northern Trust Corp | 428,559 | $107.5M | 0.02% | +8,390+2.0% | Added |
| Norges Bank | 424,897 | $106.6M | 0.02% | −13,007−3.0% | Reduced |
| Bank of New York Mellon Corp | 379,855 | $95.3M | 0.02% | +18,564+5.1% | Added |
| First Trust Advisors LP | 300,209 | $75.3M | 0.08% | −3,330−1.1% | Reduced |
| California Public Employees Retirement System | 299,418 | $75.1M | 0.06% | −2,269−0.8% | Reduced |
| Legal & General Group Plc | 291,206 | $73.0M | 0.02% | −3,571−1.2% | Reduced |
| Charles Schwab Investment Management Inc | 288,088 | $72.2M | 0.02% | +6,094+2.2% | Added |
| Man Group plc | 277,771 | $69.7M | 0.25% | +238,979+616.1% | Added |
| Earnest Partners LLC | 276,094 | $69.2M | 0.42% | −16,311−5.6% | Reduced |
| Polar Capital Holdings Plc | 253,250 | $63.5M | 0.35% | 00.0% | Unchanged |
| APG Asset Management N.V. | 287,822 | $62.3M | 0.11% | −10,600−3.6% | Reduced |
| Morgan Stanley | 224,378 | $56.3M | 0.01% | +18,355+8.9% | Added |
| Bank of Montreal | 216,657 | $55.7M | 0.03% | −7,034−3.1% | Reduced |
| Jacobs Levy Equity Management, Inc | 211,494 | $53.0M | 0.36% | +39,091+22.7% | Added |
| UBS Asset Management Americas Inc | 201,462 | $50.5M | 0.02% | −2,572−1.3% | Reduced |
| Janus Henderson Group PLC | 195,732 | $49.1M | 0.02% | −114,577−36.9% | Reduced |
| Parametric Portfolio Associates LLC | 193,378 | $48.5M | 0.03% | +5,751+3.1% | Added |
| Deutsche Bank AG | 167,346 | $42.0M | 0.02% | −15,060−8.3% | Reduced |
| Adage Capital Partners GP, L.L.C. | 166,910 | $41.9M | 0.08% | −55,600−25.0% | Reduced |
| Martingale Asset Management L P | 160,545 | $40.3M | 0.53% | −25,495−13.7% | Reduced |
| Miller Howard Investments Inc | 160,217 | $40.2M | 1.66% | −901−0.6% | Reduced |
| Swiss National Bank | 158,582 | $39.8M | 0.03% | −4,500−2.8% | Reduced |
| Bank of America Corp | 150,310 | $37.7M | 0.00% | +10,957+7.9% | Added |
| Scout Investments, Inc. | 142,412 | $35.7M | 0.53% | −2,114−1.5% | Reduced |
| Renaissance Technologies LLC | 140,612 | $35.3M | 0.05% | −12,088−7.9% | Reduced |
| SEI Investments Co | 139,645 | $35.2M | 0.07% | −6,613−4.5% | Reduced |
| General American Investors Co Inc | 121,500 | $30.5M | 2.58% | 00.0% | Unchanged |
| Raymond James & Associates | 110,024 | $27.6M | 0.02% | +795+0.7% | Added |
| Prana Capital Management, LP | 108,007 | $27.1M | 2.39% | −13,360−11.0% | Reduced |
| Systematic Financial Management LP | 104,521 | $26.2M | 0.81% | +4,353+4.3% | Added |
| Lazard Asset Management LLC | 100,751 | $25.3M | 0.03% | +56,618+128.3% | Added |
| HSBC Holdings PLC | 98,527 | $24.8M | 0.03% | +26,393+36.6% | Added |
| Barclays PLC | 98,311 | $24.7M | 0.02% | +9,256+10.4% | Added |
| Goldman Sachs Group Inc | 90,740 | $22.8M | 0.01% | +24,023+36.0% | Added |
| State of Wisconsin Investment Board | 87,743 | $22.0M | 0.05% | +9,949+12.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 85,825 | $21.5M | 0.12% | +23,833+38.4% | Added |
| Ameriprise Financial Inc | 83,487 | $20.9M | 0.01% | −30,070−26.5% | Reduced |
| Russell Investments Group, Ltd. | 82,143 | $20.6M | 0.03% | +1,937+2.4% | Added |
| Storebrand Asset Management AS | 77,104 | $19.3M | 0.09% | −4,964−6.0% | Reduced |
| PGGM Investments | 76,693 | $19.2M | 0.10% | 00.0% | Unchanged |
| California State Teachers Retirement System | 69,275 | $17.4M | 0.02% | −799−1.1% | Reduced |
| Royal Bank of Canada | 69,262 | $17.4M | 0.00% | +2,266+3.4% | Added |
| Jupiter Asset Management Ltd | 66,161 | $16.6M | 0.19% | +36,640+124.1% | Added |
| Rhumbline Advisers | 64,820 | $16.3M | 0.02% | −1,978−3.0% | Reduced |
| Price T Rowe Associates Inc | 64,284 | $16.1M | 0.00% | −1,298−2.0% | Reduced |
| Citigroup Inc | 64,056 | $16.1M | 0.02% | +13,434+26.5% | Added |
| New York State Common Retirement Fund | 64,053 | $16.1M | 0.02% | +393+0.6% | Added |
| Zweig-DiMenna Associates LLC | 63,785 | $16.0M | 1.12% | −60,379−48.6% | Reduced |
| TCTC Holdings, LLC | 60,800 | $15.2M | 0.70% | 00.0% | Unchanged |
| KBC Group NV | 60,443 | $15.2M | 0.06% | +35,252+139.9% | Added |
| New York State Teachers Retirement System | 58,712 | $14.7M | 0.03% | −1,343−2.2% | Reduced |
| Robeco Institutional Asset Management B.V. | 58,351 | $14.6M | 0.03% | +29,680+103.5% | Added |
| Davis Selected Advisers | 56,156 | $14.1M | 0.07% | −3,759−6.3% | Reduced |
| Westwood Holdings Group Inc. | 55,867 | $14.0M | 0.15% | +872+1.6% | Added |
| UBS Group AG | 55,280 | $13.9M | 0.01% | +3,933+7.7% | Added |
| Grace & White Inc | 55,182 | $13.8M | 2.64% | 00.0% | Unchanged |
| Principal Financial Group Inc | 54,575 | $13.7M | 0.01% | −14,375−20.8% | Reduced |
| Wells Fargo & Company | 54,435 | $13.7M | 0.00% | +31,382+136.1% | Added |
| Donald Smith & Co., Inc. | 52,103 | $13.1M | 0.50% | +130.0% | Added |
| Schroder Investment Management Group | 49,801 | $12.5M | 0.02% | −2,386−4.6% | Reduced |
| Rothschild & Co Asset Management US Inc. | 48,300 | $12.1M | 0.15% | −3,096−6.0% | Reduced |
| Nordea Investment Management AB | 45,771 | $11.8M | 0.02% | −432−0.9% | Reduced |
| Schonfeld Strategic Advisors LLC | 46,658 | $11.7M | 0.13% | −76,542−62.1% | Reduced |
| Credit Suisse AG | 46,435 | $11.6M | 0.01% | −1,518−3.2% | Reduced |
| Vestcor Inc | 46,262 | $11.6M | 0.42% | +25,309+120.8% | Added |
| Interval Partners, LP | 45,523 | $11.4M | 0.67% | −1,266−2.7% | Reduced |
| Te Ahumairangi Investment Management Ltd | 45,438 | $11.4M | 1.57% | −2,774−5.8% | Reduced |
| Boston Trust Walden Corp | 45,430 | $11.4M | 0.10% | +5,795+14.6% | Added |
| Prudential Financial Inc | 44,519 | $11.3M | 0.02% | +7,359+19.8% | Added |
| JPMorgan Chase & Co | 43,213 | $10.8M | 0.00% | +1,265+3.0% | Added |
| Voloridge Investment Management, LLC | 42,408 | $10.6M | 0.07% | +42,408 | New |
| Sit Investment Associates Inc | 40,934 | $10.3M | 0.27% | −6,235−13.2% | Reduced |
| Prospector Partners LLC | 40,870 | $10.2M | 1.32% | +250+0.6% | Added |
| Manufacturers Life Insurance Company, The | 40,235 | $10.1M | 0.01% | +2,295+6.0% | Added |
| Ensign Peak Advisors, Inc | 37,768 | $9.47M | 0.02% | +4,808+14.6% | Added |
| Glenmede Trust Co NA | 37,694 | $9.45M | 0.05% | −871−2.3% | Reduced |
| Brandywine Global Investment Management, LLC | 36,949 | $9.27M | 0.07% | −2,174−5.6% | Reduced |
| Frontier Capital Management Co LLC | 36,758 | $9.22M | 0.07% | −991−2.6% | Reduced |
| State Board of Administration of Florida Retirement System | 36,668 | $9.20M | 0.02% | −4,288−10.5% | Reduced |
| Great West Life Assurance Co | 35,556 | $8.98M | 0.02% | +858+2.5% | Added |
| Voya Investment Management LLC | 35,276 | $8.85M | 0.02% | +2,327+7.1% | Added |