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, Q2 2022
Institutional positions in Everest Group, Ltd. as of Jun 30, 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
- 532
- +30 vs. Q1 2022
- Shares held
- 36.3M
- −228.4K (−0.6%) vs. Q1 2022
- Total value
- $10.2B
- −$761.9M (−6.9%) vs. Q1 2022
- New holders
- 68
- 195 more added
- Sold out
- 38
- 180 more reduced
11 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Everest Group, Ltd.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Man Group plc | – | $62.2M | 0.27% | – | – |
| UBS Asset Management Americas Inc | 239,471 | $67.1M | 0.04% | +36,542+18.0% | Added |
| American Century Companies Inc | 240,679 | $67.5M | 0.06% | +143,188+146.9% | Added |
| Earnest Partners LLC | 256,814 | $72.0M | 0.48% | −6,061−2.3% | Reduced |
| Polar Capital Holdings Plc | 270,000 | $75.7M | 0.59% | +16,750+6.6% | Added |
| Bank of America Corp | 280,853 | $78.7M | 0.01% | +113,405+67.7% | Added |
| Charles Schwab Investment Management Inc | 302,761 | $84.9M | 0.03% | +2,836+0.9% | Added |
| Bank of New York Mellon Corp | 327,013 | $91.7M | 0.02% | −2,678−0.8% | Reduced |
| First Trust Advisors LP | 336,937 | $94.4M | 0.12% | +14,609+4.5% | Added |
| Legal & General Group Plc | 348,304 | $97.6M | 0.03% | +38,536+12.4% | Added |
| Nuance Investments, LLC | 374,718 | $105.0M | 2.09% | −290,169−43.6% | Reduced |
| Bain Capital Public Equity Management II, LLC | 386,847 | $108.4M | 6.25% | +386,847 | New |
| Norges Bank | 399,673 | $112.0M | 0.03% | −21,148−5.0% | Reduced |
| Northern Trust Corp | 406,412 | $113.9M | 0.02% | −3,332−0.8% | Reduced |
| Morgan Stanley | 464,842 | $130.3M | 0.02% | +206,879+80.2% | Added |
| Capital International Investors | 548,156 | $153.6M | 0.04% | −217,114−28.4% | Reduced |
| Nuveen Asset Management, LLC | 655,135 | $183.6M | 0.07% | +25,086+4.0% | Added |
| Dimensional Fund Advisors LP | 671,728 | $188.3M | 0.07% | +10,256+1.6% | Added |
| AQR Capital Management LLC | 681,939 | $188.5M | 0.43% | +4,379+0.6% | Added |
| Los Angeles Capital Management LLC | 687,903 | $192.8M | 0.95% | −1,003−0.1% | Reduced |
| Invesco Ltd. | 712,650 | $199.7M | 0.06% | +72,687+11.4% | Added |
| LSV Asset Management | 776,618 | $217.7M | 0.47% | −13,324−1.7% | Reduced |
| Geode Capital Management, LLC | 784,585 | $219.5M | 0.03% | +9,286+1.2% | Added |
| Altrinsic Global Advisors LLC | 793,321 | $222.4M | 9.03% | −12,787−1.6% | Reduced |
| Victory Capital Management Inc | 911,802 | $255.6M | 0.29% | −146,759−13.9% | Reduced |
| Massachusetts Financial Services Co | 1,062,870 | $297.9M | 0.10% | −3,707−0.3% | Reduced |
| Champlain Investment Partners, LLC | 1,216,685 | $341.0M | 2.20% | −16,835−1.4% | Reduced |
| Franklin Resources Inc | 1,650,826 | $462.7M | 0.23% | −175,195−9.6% | Reduced |
| State Street Corp | 1,873,679 | $525.2M | 0.03% | −176,068−8.6% | Reduced |
| Boston Partners | 2,406,214 | $673.4M | 0.94% | +64,465+2.8% | Added |
| BlackRock Inc. | 2,802,563 | $785.5M | 0.03% | +8,179+0.3% | Added |
| Vanguard Group Inc | 4,851,204 | $1.36B | 0.04% | +221,763+4.8% | Added |
| Westwood Holdings Group Inc. | 0 | $0 | 0.00% | −36,414−100.0% | Sold out |
| Manning & Napier Group, LLC | 0 | $0 | 0.00% | −19,453−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −16,600−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −15,511−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −14,299−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −13,501−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −11,446−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −8,510−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −5,438−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −4,300−100.0% | Sold out |
| Stifel Financial Corp | 0 | $0 | 0.00% | −3,994−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −3,283−100.0% | Sold out |
| Great Lakes Advisors, LLC | 0 | $0 | 0.00% | −2,987−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −1,269−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −1,022−100.0% | Sold out |
| Capital Group Private Client Services, Inc. | 0 | $0 | 0.00% | −842−100.0% | Sold out |
| Vontobel Holding Ltd. | 0 | $0 | 0.00% | −809−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −803−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −732−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −737−100.0% | Sold out |
| Convergence Investment Partners, LLC | 0 | $0 | 0.00% | −719−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −702−100.0% | Sold out |
| Cigna Investments Inc | 0 | $0 | 0.00% | −691−100.0% | Sold out |
| Fortitude Advisory Group L.L.C. | 0 | $0 | 0.00% | −338−100.0% | Sold out |
| Gemmer Asset Management LLC | 0 | $0 | 0.00% | −90−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −87−100.0% | Sold out |
| Atwood & Palmer Inc | 0 | $0 | 0.00% | −59−100.0% | Sold out |
| Covington Capital Management | 0 | $0 | 0.00% | −57−100.0% | Sold out |
| Mach-1 Financial Group, Inc. | 0 | $0 | 0.00% | −59−100.0% | Sold out |
| Dravo Bay LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Northwest Investment Counselors, LLC | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| Alaethes Wealth LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| TCWP LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Cordant, Inc. | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Tarbox Family Office, Inc. | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Evermay Wealth Management LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| CFS Investment Advisory Services, LLC | 0 | $0 | 0.00% | −14,165−100.0% | Sold out |
| Parametric Portfolio Associates LLC | – | – | – | – | Not filed |
| PGGM Investments | – | – | – | – | Not filed |
| Virginia Retirement Systems Et Al | – | – | – | – | Not filed |
| Amalgamated Financial Corp. | – | – | – | – | Not filed |
| Susquehanna Fundamental Investments, LLC | – | – | – | – | Not filed |
| NN Investment Partners Holdings N.V. | – | – | – | – | Not filed |
| Teachers Retirement System of the State of Kentucky | – | – | – | – | Not filed |
| Legacy Capital Partners, Inc. | – | – | – | – | Not filed |
| People's United Financial, Inc. | – | – | – | – | Not filed |
| IndexIQ Advisors LLC | – | – | – | – | Not filed |
| SJS Investment Consulting Inc. | – | – | – | – | Not filed |