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 |
|---|---|---|---|---|---|
| Nordea Investment Management AB | 57,814 | $15.9M | 0.02% | +12,043+26.3% | Added |
| Interval Partners, LP | 57,968 | $15.9M | 1.08% | +12,445+27.3% | Added |
| Schroder Investment Management Group | 58,097 | $15.9M | 0.02% | +8,296+16.7% | Added |
| New York State Teachers Retirement System | 58,212 | $15.9M | 0.03% | −500−0.9% | Reduced |
| TCTC Holdings, LLC | 60,800 | $16.7M | 0.71% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 61,785 | $16.9M | 0.02% | −2,268−3.5% | Reduced |
| Price T Rowe Associates Inc | 62,020 | $17.0M | 0.00% | −2,264−3.5% | Reduced |
| HSBC Holdings PLC | 64,923 | $17.8M | 0.02% | −33,604−34.1% | Reduced |
| Rhumbline Advisers | 65,746 | $18.0M | 0.02% | +926+1.4% | Added |
| Credit Suisse AG | 66,146 | $18.1M | 0.01% | +19,711+42.4% | Added |
| Royal Bank of Canada | 67,852 | $18.6M | 0.00% | −1,410−2.0% | Reduced |
| Jupiter Asset Management Ltd | 69,203 | $19.0M | 0.21% | +3,042+4.6% | Added |
| California State Teachers Retirement System | 69,928 | $19.2M | 0.02% | +653+0.9% | Added |
| Renaissance Technologies LLC | 73,100 | $20.0M | 0.02% | −67,512−48.0% | Reduced |
| PGGM Investments | 76,693 | $21.0M | 0.10% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 77,360 | $21.2M | 0.02% | −23,391−23.2% | Reduced |
| Storebrand Asset Management AS | 77,996 | $21.4M | 0.09% | +892+1.2% | Added |
| Zweig-DiMenna Associates LLC | 80,605 | $22.1M | 1.78% | +16,820+26.4% | Added |
| CWM, LLC | 82,540 | $22.6M | 0.16% | +82,540 | New |
| California Public Employees Retirement System | 85,285 | $23.4M | 0.02% | −214,133−71.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 88,645 | $24.3M | 0.12% | +2,820+3.3% | Added |
| Bank of Nova Scotia | 90,411 | $24.8M | 0.04% | +62,301+221.6% | Added |
| APG Asset Management N.V. | 108,422 | $26.1M | 0.04% | −179,400−62.3% | Reduced |
| State of Wisconsin Investment Board | 97,202 | $26.6M | 0.05% | +9,459+10.8% | Added |
| Russell Investments Group, Ltd. | 100,993 | $27.7M | 0.04% | +18,850+22.9% | Added |
| Bank of Montreal | 100,291 | $27.8M | 0.01% | −116,366−53.7% | Reduced |
| Systematic Financial Management LP | 101,872 | $27.9M | 0.83% | −2,649−2.5% | Reduced |
| Barclays PLC | 102,315 | $28.0M | 0.02% | +4,004+4.1% | Added |
| Regions Financial Corp | 102,894 | $28.2M | 0.22% | +102,894 | New |
| Raymond James & Associates | 114,320 | $31.3M | 0.03% | +4,296+3.9% | Added |
| Goldman Sachs Group Inc | 117,123 | $32.1M | 0.01% | +26,383+29.1% | Added |
| Ameriprise Financial Inc | 118,223 | $32.4M | 0.01% | +34,736+41.6% | Added |
| General American Investors Co Inc | 121,500 | $33.3M | 2.61% | 00.0% | Unchanged |
| SEI Investments Co | 135,724 | $37.3M | 0.07% | −3,921−2.8% | Reduced |
| Scout Investments, Inc. | 139,822 | $38.3M | 0.56% | −2,590−1.8% | Reduced |
| Gillson Capital LP | 144,112 | $39.5M | 2.57% | +144,112 | New |
| Martingale Asset Management L P | 148,399 | $40.7M | 0.52% | −12,146−7.6% | Reduced |
| Swiss National Bank | 151,682 | $41.5M | 0.03% | −6,900−4.4% | Reduced |
| Miller Howard Investments Inc | 162,075 | $44.4M | 1.64% | +1,858+1.2% | Added |
| Balyasny Asset Management LLC | 168,280 | $46.1M | 0.20% | +166,264+8,247.2% | Added |
| Deutsche Bank AG | 170,277 | $46.6M | 0.02% | +2,931+1.8% | Added |
| Adage Capital Partners GP, L.L.C. | 176,981 | $48.5M | 0.09% | +10,071+6.0% | Added |
| Prana Capital Management, LP | 178,439 | $48.9M | 3.86% | +70,432+65.2% | Added |
| Jacobs Levy Equity Management, Inc | 182,238 | $49.9M | 0.33% | −29,256−13.8% | Reduced |
| Parametric Portfolio Associates LLC | 197,653 | $54.1M | 0.03% | +4,275+2.2% | Added |
| Bank of America Corp | 198,624 | $54.4M | 0.01% | +48,314+32.1% | Added |
| UBS Asset Management Americas Inc | 205,043 | $56.2M | 0.02% | +3,581+1.8% | Added |
| Schonfeld Strategic Advisors LLC | 206,472 | $56.6M | 0.55% | +159,814+342.5% | Added |
| Man Group plc | 240,784 | $66.0M | 0.21% | −36,987−13.3% | Reduced |
| Polar Capital Holdings Plc | 253,250 | $69.4M | 0.36% | 00.0% | Unchanged |
| Earnest Partners LLC | 265,567 | $72.7M | 0.42% | −10,527−3.8% | Reduced |
| Morgan Stanley | 287,763 | $78.8M | 0.01% | +63,385+28.2% | Added |
| Legal & General Group Plc | 288,472 | $79.0M | 0.02% | −2,734−0.9% | Reduced |
| Janus Henderson Group PLC | 290,413 | $79.5M | 0.03% | +94,681+48.4% | Added |
| Charles Schwab Investment Management Inc | 292,421 | $80.1M | 0.02% | +4,333+1.5% | Added |
| First Trust Advisors LP | 329,068 | $90.1M | 0.09% | +28,859+9.6% | Added |
| Bank of New York Mellon Corp | 346,111 | $94.8M | 0.02% | −33,744−8.9% | Reduced |
| Northern Trust Corp | 418,317 | $114.6M | 0.02% | −10,242−2.4% | Reduced |
| Norges Bank | 432,547 | $118.5M | 0.02% | +7,650+1.8% | Added |
| Nuveen Asset Management, LLC | 553,751 | $151.7M | 0.04% | −29,142−5.0% | Reduced |
| Invesco Ltd. | 576,916 | $158.0M | 0.04% | +31,404+5.8% | Added |
| Los Angeles Capital Management LLC | 596,879 | $163.5M | 0.61% | +1,164+0.2% | Added |
| Dimensional Fund Advisors LP | 634,427 | $173.8M | 0.05% | −2,532−0.4% | Reduced |
| AQR Capital Management LLC | 714,104 | $195.5M | 0.35% | −7,632−1.1% | Reduced |
| Geode Capital Management, LLC | 740,467 | $202.3M | 0.02% | −2,680−0.4% | Reduced |
| Alliancebernstein L.P. | 774,739 | $212.2M | 0.08% | −69,190−8.2% | Reduced |
| LSV Asset Management | 794,548 | $217.6M | 0.39% | −24,700−3.0% | Reduced |
| Altrinsic Global Advisors LLC | 827,274 | $226.6M | 7.23% | +156,844+23.4% | Added |
| Nuance Investments, LLC | 873,845 | $239.4M | 4.21% | −73,035−7.7% | Reduced |
| Massachusetts Financial Services Co | 1,075,164 | $294.5M | 0.08% | +18,242+1.7% | Added |
| Capital International Investors | 1,219,979 | $334.2M | 0.07% | −118,306−8.8% | Reduced |
| Champlain Investment Partners, LLC | 1,226,168 | $335.9M | 1.52% | −7,095−0.6% | Reduced |
| Victory Capital Management Inc | 1,360,641 | $372.7M | 0.34% | −45,442−3.2% | Reduced |
| Franklin Resources Inc | 1,885,465 | $516.5M | 0.19% | −10,394−0.5% | Reduced |
| State Street Corp | 1,963,593 | $537.9M | 0.03% | +35,801+1.9% | Added |
| Boston Partners | 2,250,498 | $616.5M | 0.74% | −51,864−2.3% | Reduced |
| BlackRock Inc. | 2,792,385 | $764.9M | 0.02% | −325,213−10.4% | Reduced |
| Vanguard Group Inc | 4,391,743 | $1.20B | 0.03% | −74,568−1.7% | Reduced |
| CoreCap Advisors, LLC | 1 | – | – | +1 | New |
| AXA S.A. | 0 | $0 | 0.00% | −35,264−100.0% | Sold out |
| AMP Capital Investors Ltd | 0 | $0 | 0.00% | −32,427−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −14,812−100.0% | Sold out |
| Royal London Asset Management Ltd | 0 | $0 | 0.00% | −14,527−100.0% | Sold out |
| Assetmark, Inc | 0 | $0 | 0.00% | −14,298−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −13,627−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −12,171−100.0% | Sold out |
| Swiss Life Asset Management Ltd | 0 | $0 | 0.00% | −10,016−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −8,905−100.0% | Sold out |
| WBI Investments | 0 | $0 | 0.00% | −8,053−100.0% | Sold out |
| Dai-Ichi Life Insurance Company, Ltd | 0 | $0 | 0.00% | −7,582−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −5,278−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −5,147−100.0% | Sold out |
| United Asset Strategies, Inc. | 0 | $0 | 0.00% | −4,381−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −4,055−100.0% | Sold out |
| Unigestion Holding SA | 0 | $0 | 0.00% | −4,014−100.0% | Sold out |
| Forsta Ap-Fonden | 0 | $0 | 0.00% | −2,400−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −2,319−100.0% | Sold out |
| Stoneridge Investment Partners LLC | 0 | $0 | 0.00% | −1,981−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −1,961−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −1,943−100.0% | Sold out |