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, Q1 2022
Institutional positions in Everest Group, Ltd. as of Mar 31, 2022. 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
- 513
- +43 vs. Q4 2021
- Shares held
- 36.9M
- −210.5K (−0.6%) vs. Q4 2021
- Total value
- $11.1B
- +$938.7M (+9.2%) vs. Q4 2021
- New holders
- 75
- 182 more added
- Sold out
- 32
- 179 more reduced
9 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Everest Group, Ltd.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 4,629,441 | $1.40B | 0.03% | +237,698+5.4% | Added |
| BlackRock Inc. | 2,794,384 | $842.2M | 0.02% | +1,999+0.1% | Added |
| Boston Partners | 2,341,749 | $705.7M | 0.85% | +91,251+4.1% | Added |
| State Street Corp | 2,049,747 | $617.8M | 0.03% | +86,154+4.4% | Added |
| Franklin Resources Inc | 1,826,021 | $550.3M | 0.22% | −59,444−3.2% | Reduced |
| Champlain Investment Partners, LLC | 1,233,520 | $371.8M | 1.93% | +7,352+0.6% | Added |
| Massachusetts Financial Services Co | 1,066,577 | $321.4M | 0.10% | −8,587−0.8% | Reduced |
| Victory Capital Management Inc | 1,058,561 | $317.2M | 0.32% | −302,080−22.2% | Reduced |
| Altrinsic Global Advisors LLC | 806,108 | $242.9M | 8.49% | −21,166−2.6% | Reduced |
| LSV Asset Management | 789,942 | $238.1M | 0.44% | −4,606−0.6% | Reduced |
| Geode Capital Management, LLC | 775,299 | $233.1M | 0.03% | +34,832+4.7% | Added |
| Capital International Investors | 765,270 | $230.6M | 0.05% | −454,709−37.3% | Reduced |
| Los Angeles Capital Management LLC | 688,906 | $207.6M | 0.82% | +92,027+15.4% | Added |
| AQR Capital Management LLC | 677,560 | $204.2M | 0.39% | −36,544−5.1% | Reduced |
| Nuance Investments, LLC | 664,887 | $200.4M | 3.59% | −208,958−23.9% | Reduced |
| Dimensional Fund Advisors LP | 661,472 | $199.4M | 0.06% | +27,045+4.3% | Added |
| Invesco Ltd. | 639,963 | $192.9M | 0.05% | +63,047+10.9% | Added |
| Nuveen Asset Management, LLC | 630,049 | $180.8M | 0.06% | +76,298+13.8% | Added |
| Norges Bank | 420,821 | $126.8M | 0.03% | −11,726−2.7% | Reduced |
| Northern Trust Corp | 409,744 | $123.5M | 0.02% | −8,573−2.0% | Reduced |
| Bank of New York Mellon Corp | 329,691 | $99.4M | 0.02% | −16,420−4.7% | Reduced |
| First Trust Advisors LP | 322,328 | $97.1M | 0.10% | −6,740−2.0% | Reduced |
| Legal & General Group Plc | 309,768 | $93.4M | 0.03% | +21,296+7.4% | Added |
| Charles Schwab Investment Management Inc | 299,925 | $90.4M | 0.03% | +7,504+2.6% | Added |
| Man Group plc | 271,129 | $81.7M | 0.29% | +30,345+12.6% | Added |
| Earnest Partners LLC | 262,875 | $79.2M | 0.47% | −2,692−1.0% | Reduced |
| Morgan Stanley | 257,963 | $77.7M | 0.01% | −29,800−10.4% | Reduced |
| Janus Henderson Group PLC | 253,712 | $76.5M | 0.04% | −36,701−12.6% | Reduced |
| Polar Capital Holdings Plc | 253,250 | $76.3M | 0.45% | 00.0% | Unchanged |
| Sumitomo Mitsui Trust Holdings, Inc. | 223,560 | $67.4M | 0.04% | +223,560 | New |
| Schonfeld Strategic Advisors LLC | 212,640 | $64.1M | 0.71% | +6,168+3.0% | Added |
| Balyasny Asset Management LLC | 208,681 | $62.9M | 0.28% | +40,401+24.0% | Added |
| Deutsche Bank AG | 204,618 | $61.7M | 0.03% | +34,341+20.2% | Added |
| UBS Asset Management Americas Inc | 202,929 | $61.2M | 0.03% | −2,114−1.0% | Reduced |
| Parametric Portfolio Associates LLC | 198,948 | $60.0M | 0.03% | +1,295+0.7% | Added |
| Alliancebernstein L.P. | 198,187 | $59.7M | 0.02% | −576,552−74.4% | Reduced |
| Ameriprise Financial Inc | 198,135 | $59.7M | 0.02% | +79,912+67.6% | Added |
| Jacobs Levy Equity Management, Inc | 184,309 | $55.5M | 0.37% | +2,071+1.1% | Added |
| FIL Ltd | 174,553 | $52.6M | 0.05% | +174,553 | New |
| Swiss National Bank | 170,482 | $51.4M | 0.03% | +18,800+12.4% | Added |
| Bank of America Corp | 167,448 | $50.5M | 0.01% | −31,176−15.7% | Reduced |
| Prana Capital Management, LP | 159,306 | $48.0M | 3.83% | −19,133−10.7% | Reduced |
| STRS Ohio | 141,408 | $42.6M | 0.16% | +131,914+1,389.4% | Added |
| Martingale Asset Management L P | 137,609 | $41.5M | 0.62% | −10,790−7.3% | Reduced |
| SEI Investments Co | 133,541 | $40.4M | 0.08% | −2,183−1.6% | Reduced |
| Miller Howard Investments Inc | 133,689 | $40.3M | 1.41% | −28,386−17.5% | Reduced |
| Regions Financial Corp | 133,110 | $40.1M | 0.32% | +30,216+29.4% | Added |
| Jupiter Asset Management Ltd | 128,367 | $38.7M | 0.46% | +59,164+85.5% | Added |
| General American Investors Co Inc | 121,500 | $36.6M | 2.99% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 118,904 | $35.8M | 0.04% | +41,544+53.7% | Added |
| Robeco Institutional Asset Management B.V. | 110,010 | $33.2M | 0.08% | +57,893+111.1% | Added |
| Russell Investments Group, Ltd. | 108,062 | $32.6M | 0.06% | +7,069+7.0% | Added |
| Renaissance Technologies LLC | 107,800 | $32.5M | 0.04% | +34,700+47.5% | Added |
| Systematic Financial Management LP | 101,916 | $30.7M | 0.96% | +440.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 97,711 | $29.4M | 0.15% | +9,066+10.2% | Added |
| American Century Companies Inc | 97,491 | $29.4M | 0.02% | +92,489+1,849.0% | Added |
| APG Asset Management N.V. | 105,622 | $28.6M | 0.05% | −2,800−2.6% | Reduced |
| Storebrand Asset Management AS | 88,514 | $26.7M | 0.13% | +10,518+13.5% | Added |
| Bank of Nova Scotia | 87,074 | $26.2M | 0.04% | −3,337−3.7% | Reduced |
| Bank of Montreal | 82,267 | $25.1M | 0.01% | −18,024−18.0% | Reduced |
| California Public Employees Retirement System | 81,643 | $24.6M | 0.02% | −3,642−4.3% | Reduced |
| CWM, LLC | 81,084 | $24.4M | 0.17% | −1,456−1.8% | Reduced |
| Gillson Capital LP | 79,598 | $24.0M | 1.92% | −64,514−44.8% | Reduced |
| Raymond James & Associates | 79,470 | $24.0M | 0.02% | −34,850−30.5% | Reduced |
| Goldman Sachs Group Inc | 79,202 | $23.9M | 0.01% | −37,921−32.4% | Reduced |
| Barclays PLC | 79,111 | $23.8M | 0.02% | −23,204−22.7% | Reduced |
| Amundi | 71,445 | $21.2M | 0.01% | +21,266+42.4% | Added |
| PGGM Investments | 76,693 | $21.0M | 0.10% | 00.0% | Unchanged |
| Credit Suisse AG | 66,113 | $19.9M | 0.02% | −330.0% | Reduced |
| California State Teachers Retirement System | 65,357 | $19.7M | 0.03% | −4,571−6.5% | Reduced |
| Schroder Investment Management Group | 63,790 | $19.4M | 0.03% | +5,693+9.8% | Added |
| Rhumbline Advisers | 62,476 | $18.8M | 0.02% | −3,270−5.0% | Reduced |
| Price T Rowe Associates Inc | 62,107 | $18.7M | 0.00% | +87+0.1% | Added |
| Allspring Global Investments Holdings, LLC | 61,661 | $18.6M | 0.02% | +19,295+45.5% | Added |
| TCTC Holdings, LLC | 60,800 | $18.3M | 0.75% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 60,315 | $18.2M | 0.02% | −1,470−2.4% | Reduced |
| FMR LLC | 59,694 | $18.0M | 0.00% | +37,206+165.4% | Added |
| New York State Teachers Retirement System | 58,912 | $17.8M | 0.04% | +700+1.2% | Added |
| Interval Partners, LP | 58,405 | $17.6M | 1.33% | +437+0.8% | Added |
| Nordea Investment Management AB | 56,826 | $17.5M | 0.02% | −988−1.7% | Reduced |
| Davis Selected Advisers | 55,492 | $16.7M | 0.08% | −448−0.8% | Reduced |
| Grace & White Inc | 52,382 | $15.8M | 2.97% | −2,800−5.1% | Reduced |
| AustralianSuper Pty Ltd | 52,344 | $15.8M | 0.09% | +23,955+84.4% | Added |
| Donald Smith & Co., Inc. | 52,146 | $15.7M | 0.57% | +40+0.1% | Added |
| Principal Financial Group Inc | 52,039 | $15.7M | 0.01% | −100.0% | Reduced |
| Boston Trust Walden Corp | 51,405 | $15.5M | 0.13% | −1,635−3.1% | Reduced |
| Citigroup Inc | 49,836 | $15.0M | 0.02% | +3,705+8.0% | Added |
| HSBC Holdings PLC | 48,291 | $14.7M | 0.02% | −16,632−25.6% | Reduced |
| JPMorgan Chase & Co | 47,460 | $14.3M | 0.00% | +4,665+10.9% | Added |
| State of Wisconsin Investment Board | 46,010 | $13.9M | 0.03% | −51,192−52.7% | Reduced |
| UBS Group AG | 44,454 | $13.4M | 0.01% | −6,782−13.2% | Reduced |
| Prudential Financial Inc | 43,961 | $13.2M | 0.02% | +4,139+10.4% | Added |
| AXA S.A. | 43,323 | $13.1M | 0.04% | +43,323 | New |
| Allianz Asset Management GmbH | 42,817 | $12.9M | 0.01% | +38,990+1,018.8% | Added |
| Voya Investment Management LLC | 42,381 | $12.8M | 0.03% | −4,198−9.0% | Reduced |
| Te Ahumairangi Investment Management Ltd | 42,273 | $12.7M | 1.73% | −1,335−3.1% | Reduced |
| Adage Capital Partners GP, L.L.C. | 41,081 | $12.4M | 0.02% | −135,900−76.8% | Reduced |
| Zweig-DiMenna Associates LLC | 39,590 | $11.9M | 1.81% | −41,015−50.9% | Reduced |
| Scout Investments, Inc. | 39,367 | $11.9M | 0.19% | −100,455−71.8% | Reduced |
| LMCG Investments, LLC | 39,013 | $11.8M | 0.68% | +39,013 | New |