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 |
|---|---|---|---|---|---|
| Citigroup Inc | 64,056 | $16.1M | 0.02% | +13,434+26.5% | Added |
| Price T Rowe Associates Inc | 64,284 | $16.1M | 0.00% | −1,298−2.0% | Reduced |
| Rhumbline Advisers | 64,820 | $16.3M | 0.02% | −1,978−3.0% | Reduced |
| Jupiter Asset Management Ltd | 66,161 | $16.6M | 0.19% | +36,640+124.1% | Added |
| Royal Bank of Canada | 69,262 | $17.4M | 0.00% | +2,266+3.4% | Added |
| California State Teachers Retirement System | 69,275 | $17.4M | 0.02% | −799−1.1% | Reduced |
| PGGM Investments | 76,693 | $19.2M | 0.10% | 00.0% | Unchanged |
| Storebrand Asset Management AS | 77,104 | $19.3M | 0.09% | −4,964−6.0% | Reduced |
| Russell Investments Group, Ltd. | 82,143 | $20.6M | 0.03% | +1,937+2.4% | Added |
| Ameriprise Financial Inc | 83,487 | $20.9M | 0.01% | −30,070−26.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 85,825 | $21.5M | 0.12% | +23,833+38.4% | Added |
| State of Wisconsin Investment Board | 87,743 | $22.0M | 0.05% | +9,949+12.8% | Added |
| Goldman Sachs Group Inc | 90,740 | $22.8M | 0.01% | +24,023+36.0% | Added |
| Barclays PLC | 98,311 | $24.7M | 0.02% | +9,256+10.4% | Added |
| HSBC Holdings PLC | 98,527 | $24.8M | 0.03% | +26,393+36.6% | Added |
| Lazard Asset Management LLC | 100,751 | $25.3M | 0.03% | +56,618+128.3% | Added |
| Systematic Financial Management LP | 104,521 | $26.2M | 0.81% | +4,353+4.3% | Added |
| Prana Capital Management, LP | 108,007 | $27.1M | 2.39% | −13,360−11.0% | Reduced |
| Raymond James & Associates | 110,024 | $27.6M | 0.02% | +795+0.7% | Added |
| General American Investors Co Inc | 121,500 | $30.5M | 2.58% | 00.0% | Unchanged |
| SEI Investments Co | 139,645 | $35.2M | 0.07% | −6,613−4.5% | Reduced |
| Renaissance Technologies LLC | 140,612 | $35.3M | 0.05% | −12,088−7.9% | Reduced |
| Scout Investments, Inc. | 142,412 | $35.7M | 0.53% | −2,114−1.5% | Reduced |
| Bank of America Corp | 150,310 | $37.7M | 0.00% | +10,957+7.9% | Added |
| Swiss National Bank | 158,582 | $39.8M | 0.03% | −4,500−2.8% | Reduced |
| Miller Howard Investments Inc | 160,217 | $40.2M | 1.66% | −901−0.6% | Reduced |
| Martingale Asset Management L P | 160,545 | $40.3M | 0.53% | −25,495−13.7% | Reduced |
| Adage Capital Partners GP, L.L.C. | 166,910 | $41.9M | 0.08% | −55,600−25.0% | Reduced |
| Deutsche Bank AG | 167,346 | $42.0M | 0.02% | −15,060−8.3% | Reduced |
| Parametric Portfolio Associates LLC | 193,378 | $48.5M | 0.03% | +5,751+3.1% | Added |
| Janus Henderson Group PLC | 195,732 | $49.1M | 0.02% | −114,577−36.9% | Reduced |
| UBS Asset Management Americas Inc | 201,462 | $50.5M | 0.02% | −2,572−1.3% | Reduced |
| Jacobs Levy Equity Management, Inc | 211,494 | $53.0M | 0.36% | +39,091+22.7% | Added |
| Bank of Montreal | 216,657 | $55.7M | 0.03% | −7,034−3.1% | Reduced |
| Morgan Stanley | 224,378 | $56.3M | 0.01% | +18,355+8.9% | Added |
| APG Asset Management N.V. | 287,822 | $62.3M | 0.11% | −10,600−3.6% | Reduced |
| Polar Capital Holdings Plc | 253,250 | $63.5M | 0.35% | 00.0% | Unchanged |
| Earnest Partners LLC | 276,094 | $69.2M | 0.42% | −16,311−5.6% | Reduced |
| Man Group plc | 277,771 | $69.7M | 0.25% | +238,979+616.1% | Added |
| Charles Schwab Investment Management Inc | 288,088 | $72.2M | 0.02% | +6,094+2.2% | Added |
| Legal & General Group Plc | 291,206 | $73.0M | 0.02% | −3,571−1.2% | Reduced |
| California Public Employees Retirement System | 299,418 | $75.1M | 0.06% | −2,269−0.8% | Reduced |
| First Trust Advisors LP | 300,209 | $75.3M | 0.08% | −3,330−1.1% | Reduced |
| Bank of New York Mellon Corp | 379,855 | $95.3M | 0.02% | +18,564+5.1% | Added |
| Norges Bank | 424,897 | $106.6M | 0.02% | −13,007−3.0% | Reduced |
| Northern Trust Corp | 428,559 | $107.5M | 0.02% | +8,390+2.0% | Added |
| Invesco Ltd. | 545,512 | $136.8M | 0.03% | −2660.0% | Reduced |
| Nuveen Asset Management, LLC | 582,893 | $146.2M | 0.05% | +391,317+204.3% | Added |
| Los Angeles Capital Management LLC | 595,715 | $149.4M | 0.68% | −13,714−2.3% | Reduced |
| Dimensional Fund Advisors LP | 636,959 | $159.7M | 0.05% | +29,396+4.8% | Added |
| Altrinsic Global Advisors LLC | 670,430 | $168.1M | 5.04% | +10,615+1.6% | Added |
| AQR Capital Management LLC | 721,736 | $181.0M | 0.34% | +3,343+0.5% | Added |
| Geode Capital Management, LLC | 743,147 | $185.9M | 0.03% | +16,056+2.2% | Added |
| LSV Asset Management | 819,248 | $205.5M | 0.37% | −19,010−2.3% | Reduced |
| Alliancebernstein L.P. | 843,929 | $211.6M | 0.08% | +3,262+0.4% | Added |
| Nuance Investments, LLC | 946,880 | $237.5M | 4.35% | −26,762−2.7% | Reduced |
| Massachusetts Financial Services Co | 1,056,922 | $265.1M | 0.08% | +151,475+16.7% | Added |
| Champlain Investment Partners, LLC | 1,233,263 | $309.3M | 1.48% | −42,972−3.4% | Reduced |
| Capital International Investors | 1,338,285 | $335.7M | 0.08% | −272,362−16.9% | Reduced |
| Victory Capital Management Inc | 1,406,083 | $352.6M | 0.35% | −6380.0% | Reduced |
| Franklin Resources Inc | 1,895,859 | $475.4M | 0.18% | +110,840+6.2% | Added |
| State Street Corp | 1,927,792 | $483.5M | 0.03% | +27,760+1.5% | Added |
| Boston Partners | 2,302,362 | $577.6M | 0.73% | −78,314−3.3% | Reduced |
| BlackRock Inc. | 3,117,598 | $781.8M | 0.02% | +293,887+10.4% | Added |
| Vanguard Group Inc | 4,466,311 | $1.12B | 0.03% | +45,461+1.0% | Added |
| Smith Group Asset Management, LLC | 746 | – | – | +746 | New |
| Southeastern Asset Management IncSuperinvestorSoutheastern Asset Management (Longleaf) | 0 | $0 | 0.00% | −498,778−100.0% | Sold out |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −233,965−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −33,584−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −33,100−100.0% | Sold out |
| Marshall Wace North America L.P. | 0 | $0 | 0.00% | −23,585−100.0% | Sold out |
| Gillson Capital LP | 0 | $0 | 0.00% | −21,803−100.0% | Sold out |
| Gilder Gagnon Howe & Co LLC | 0 | $0 | 0.00% | −16,393−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −10,878−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −10,621−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −9,215−100.0% | Sold out |
| Capital Bank & Trust Co | 0 | $0 | 0.00% | −8,630−100.0% | Sold out |
| Great Lakes Advisors, LLC | 0 | $0 | 0.00% | −8,240−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −6,367−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −5,699−100.0% | Sold out |
| Annandale Capital, LLC | 0 | $0 | 0.00% | −2,800−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −1,585−100.0% | Sold out |
| Northstar Advisory Group, LLC | 0 | $0 | 0.00% | −1,512−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | 0 | $0 | 0.00% | −1,471−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −1,300−100.0% | Sold out |
| GW Henssler & Associates Ltd | 0 | $0 | 0.00% | −1,299−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −1,244−100.0% | Sold out |
| BP PLC | 0 | $0 | 0.00% | −1,223−100.0% | Sold out |
| Fulton Bank, N.A. | 0 | $0 | 0.00% | −1,100−100.0% | Sold out |
| Financial Counselors Inc | 0 | $0 | 0.00% | −1,014−100.0% | Sold out |
| Mount Yale Investment Advisors, LLC | 0 | $0 | 0.00% | −1,006−100.0% | Sold out |
| Weld Capital Management LLC | 0 | $0 | 0.00% | −894−100.0% | Sold out |
| Lombard Odier Asset Management (Switzerland) SA | 0 | $0 | 0.00% | −847−100.0% | Sold out |
| Peapack Gladstone Financial Corp | 0 | $0 | 0.00% | −814−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −798−100.0% | Sold out |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $0 | 0.00% | −513−100.0% | Sold out |
| Private Ocean, LLC | 0 | $0 | 0.00% | −282−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −280−100.0% | Sold out |
| Mach-1 Financial Group, Inc. | 0 | $0 | 0.00% | −193−100.0% | Sold out |