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, Q4 2021
Institutional positions in Everest Group, Ltd. as of Dec 31, 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
- 479
- +17 vs. Q3 2021
- Shares held
- 37.1M
- −274.8K (−0.7%) vs. Q3 2021
- Total value
- $10.2B
- +$795.5M (+8.5%) vs. Q3 2021
- New holders
- 67
- 153 more added
- Sold out
- 50
- 161 more reduced
4 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Everest Group, Ltd.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sumitomo Mitsui DS Asset Management Company, Ltd | 2,486 | $680.0K | 0.01% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 2,500 | $685.0K | 0.02% | 00.0% | Unchanged |
| Citadel Investment Advisory, Inc. | 2,500 | $685.0K | 0.40% | 00.0% | Unchanged |
| Swedbank AB | 2,586 | $709.1K | 0.00% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 2,641 | $732.0K | 0.00% | −915−25.7% | Reduced |
| Legacy Capital Partners, Inc. | 2,683 | $735.0K | 0.24% | −400−13.0% | Reduced |
| NorthCrest Asset Manangement, LLC | 2,685 | $735.0K | 0.04% | +2,685 | New |
| Atlas Private Wealth Management | 2,699 | $739.0K | 0.41% | −20−0.7% | Reduced |
| Veriti Management LLC | 2,740 | $751.0K | 0.10% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 2,770 | $759.0K | 0.00% | −6,613−70.5% | Reduced |
| OPSEU Pension Plan Trust Fund | 2,834 | $780.0K | 0.18% | +19+0.7% | Added |
| LPL Financial LLC | 2,900 | $794.0K | 0.00% | +191+7.1% | Added |
| AlphaCrest Capital Management LLC | 2,909 | $797.0K | 0.03% | −3,338−53.4% | Reduced |
| Synovus Financial Corp | 2,965 | $812.0K | 0.01% | +102+3.6% | Added |
| PAX Financial Group, LLC | 3,001 | $822.0K | 0.18% | +301+11.1% | Added |
| Maryland State Retirement & Pension System | 3,011 | $825.0K | 0.02% | 00.0% | Unchanged |
| JustInvest LLC | 3,066 | $840.0K | 0.05% | +115+3.9% | Added |
| Teachers Retirement System of the State of Kentucky | 3,100 | $849.0K | 0.01% | 00.0% | Unchanged |
| Canvas Wealth Advisors, LLC | 3,115 | $853.0K | 0.31% | −1,271−29.0% | Reduced |
| Keybank National Association | 3,165 | $867.0K | 0.00% | +4+0.1% | Added |
| Securian Asset Management, Inc | 3,264 | $894.0K | 0.02% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 3,298 | $903.0K | 0.01% | −36−1.1% | Reduced |
| CWM Advisors, LLC | 3,346 | $916.0K | 0.11% | +295+9.7% | Added |
| Advisor Partners LLC | 3,366 | $923.0K | 0.06% | +86+2.6% | Added |
| Millennium Management LLC | 3,409 | $934.0K | 0.00% | −2,431−41.6% | Reduced |
| CIBC Asset Management Inc | 3,697 | $1.01M | 0.00% | +115+3.2% | Added |
| CPWM, LLC | 4,095 | $1.03M | 0.08% | 00.0% | Unchanged |
| Truist Financial Corp | 3,757 | $1.03M | 0.00% | +16+0.4% | Added |
| Capital International Ltd | 3,767 | $1.03M | 0.05% | −90−2.3% | Reduced |
| Panagora Asset Management Inc | 3,823 | $1.05M | 0.01% | −706−15.6% | Reduced |
| Allianz Asset Management GmbH | 3,827 | $1.05M | 0.00% | −86−2.2% | Reduced |
| Gilman Hill Asset Management, LLC | 3,883 | $1.06M | 0.24% | +135+3.6% | Added |
| Oppenheimer & Co Inc | 3,979 | $1.09M | 0.02% | +395+11.0% | Added |
| Ontario Teachers Pension Plan Board | 4,097 | $1.12M | 0.01% | +2,499+156.4% | Added |
| First Manhattan Co | 4,200 | $1.15M | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 4,277 | $1.17M | 0.32% | +1,605+60.1% | Added |
| Nissay Asset Management Corp | 4,355 | $1.19M | 0.01% | +164+3.9% | Added |
| Federation des caisses Desjardins du Quebec | 4,386 | $1.20M | 0.01% | −2,890−39.7% | Reduced |
| Qtron Investments LLC | 4,405 | $1.21M | 0.27% | +436+11.0% | Added |
| Bowling Portfolio Management LLC | 4,429 | $1.21M | 0.25% | −30−0.7% | Reduced |
| Xponance, Inc. | 4,648 | $1.27M | 0.02% | +634+15.8% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 4,660 | $1.28M | 0.00% | −690−12.9% | Reduced |
| Aviance Capital Partners, LLC | 4,684 | $1.28M | 0.21% | −600−11.4% | Reduced |
| Hartford Investment Management Co | 4,684 | $1.28M | 0.03% | +450+10.6% | Added |
| Seeyond | 4,746 | $1.30M | 0.12% | −23−0.5% | Reduced |
| Campbell & CO Investment Adviser LLC | 4,750 | $1.30M | 0.45% | +4,750 | New |
| Citadel Advisors LLC | 4,814 | $1.32M | 0.00% | +1,757+57.5% | Added |
| Metropolitan Life Insurance Co | 4,901 | $1.34M | 0.02% | −208−4.1% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 4,942 | $1.35M | 0.01% | −55−1.1% | Reduced |
| Globeflex Capital L P | 4,981 | $1.36M | 0.28% | 00.0% | Unchanged |
| American Century Companies Inc | 5,002 | $1.37M | 0.00% | −1,314−20.8% | Reduced |
| RBF Capital, LLC | 5,000 | $1.37M | 0.09% | 00.0% | Unchanged |
| SRB Corp | 5,023 | $1.38M | 0.07% | −1,267−20.1% | Reduced |
| Diversified Trust Co | 5,051 | $1.38M | 0.05% | −15−0.3% | Reduced |
| Bridgewater Associates, LP | 5,062 | $1.39M | 0.01% | +5,062 | New |
| ING Groep NV | 5,139 | $1.41M | 0.01% | +1,791+53.5% | Added |
| The PNC Financial Services Group, Inc. | 5,177 | $1.42M | 0.00% | +34+0.7% | Added |
| Chartwell Investment Partners, LLC | 5,188 | $1.42M | 0.04% | −104−2.0% | Reduced |
| Lowe Brockenbrough & Co Inc | 5,225 | $1.43M | 0.10% | 00.0% | Unchanged |
| Comerica Bank | 5,105 | $1.46M | 0.01% | −268−5.0% | Reduced |
| Public Employees Retirement Association of Colorado | 5,364 | $1.47M | 0.01% | 00.0% | Unchanged |
| Texas Permanent School Fund | 5,430 | $1.49M | 0.02% | −730−11.9% | Reduced |
| Regentatlantic Capital LLC | 5,488 | $1.50M | 0.04% | +10.0% | Added |
| Delphi Management Inc | 5,579 | $1.53M | 1.44% | +190+3.5% | Added |
| IFM Investors Pty Ltd | 5,635 | $1.54M | 0.03% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 5,816 | $1.59M | 0.24% | −10−0.2% | Reduced |
| Candriam Luxembourg S.C.A. | 5,891 | $1.61M | 0.01% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 5,905 | $1.62M | 0.01% | 00.0% | Unchanged |
| Capital International Inc | 6,196 | $1.70M | 0.02% | −2,005−24.4% | Reduced |
| Epoch Investment Partners, Inc. | 6,306 | $1.73M | 0.01% | 00.0% | Unchanged |
| Allstate Corp | 6,412 | $1.76M | 0.03% | +6,412 | New |
| Whittier Trust Co | 6,549 | $1.79M | 0.03% | +81+1.3% | Added |
| Public Sector Pension Investment Board | 6,565 | $1.80M | 0.01% | −160−2.4% | Reduced |
| State of Tennessee, Treasury Department | 6,670 | $1.83M | 0.01% | −102−1.5% | Reduced |
| NN Investment Partners Holdings N.V. | 6,678 | $1.83M | 0.01% | +834+14.3% | Added |
| Westpac Banking Corp | 6,743 | $1.85M | 0.02% | +987+17.1% | Added |
| Anchor Capital Advisors LLC | 6,811 | $1.87M | 0.04% | −310−4.4% | Reduced |
| Graham Capital Wealth Management, LLC | 6,778 | $1.88M | 1.53% | +6,778 | New |
| Capital International Sarl | 6,872 | $1.88M | 0.09% | +1,659+31.8% | Added |
| Gulf International Bank (UK) Ltd | 6,912 | $1.89M | 0.03% | −1,460−17.4% | Reduced |
| Bokf, NA | 6,951 | $1.90M | 0.03% | +1,272+22.4% | Added |
| British Columbia Investment Management Corp | 7,001 | $1.92M | 0.01% | −401−5.4% | Reduced |
| Natixis | 7,101 | $1.95M | 0.01% | −10,346−59.3% | Reduced |
| Utah Retirement Systems | 7,152 | $1.96M | 0.02% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 7,283 | $2.00M | 0.02% | +7,283 | New |
| Sompo Asset Management Co., Ltd. | 7,290 | $2.00M | 0.40% | +360+5.2% | Added |
| Wellington Management Group LLP | 7,294 | $2.00M | 0.00% | +2,237+44.2% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 7,513 | $2.06M | 0.01% | −45−0.6% | Reduced |
| Robertson Stephens Wealth Management, LLC | 7,553 | $2.07M | 0.18% | +7,553 | New |
| Captrust Financial Advisors | 7,656 | $2.10M | 0.01% | +3,849+101.1% | Added |
| Pendal Group Limited | 7,719 | $2.11M | 0.02% | +1,699+28.2% | Added |
| Teacher Retirement System of Texas | 7,752 | $2.12M | 0.01% | −8,093−51.1% | Reduced |
| Tudor Investment Corp Et Al | 7,811 | $2.14M | 0.04% | +7,811 | New |
| Winton Group Ltd | 7,902 | $2.17M | 0.13% | +839+11.9% | Added |
| Capital Group Private Client Services, Inc. | 8,157 | $2.23M | 0.02% | −245−2.9% | Reduced |
| DekaBank Deutsche Girozentrale | 8,139 | $2.23M | 0.01% | +539+7.1% | Added |
| Engineers Gate Manager LP | 8,343 | $2.29M | 0.10% | +3,228+63.1% | Added |
| US Bancorp | 8,428 | $2.31M | 0.00% | −330−3.8% | Reduced |
| CIBC World Markets Corp | 8,483 | $2.32M | 0.01% | −2,051−19.5% | Reduced |
| MetLife Investment Management | 8,697 | $2.38M | 0.02% | −308−3.4% | Reduced |