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 2022
Institutional positions in Everest Group, Ltd. as of Sep 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
- 510
- −17 vs. Q2 2022
- Shares held
- 36.8M
- +465.0K (+1.3%) vs. Q2 2022
- Total value
- $9.66B
- −$575.3M (−5.6%) vs. Q2 2022
- New holders
- 45
- 192 more added
- Sold out
- 62
- 186 more reduced
5 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Everest Group, Ltd.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 4,906,545 | $1.29B | 0.04% | +55,341+1.1% | Added |
| BlackRock Inc. | 2,811,152 | $737.8M | 0.03% | +8,589+0.3% | Added |
| Boston Partners | 2,587,523 | $681.9M | 1.00% | +181,309+7.5% | Added |
| State Street Corp | 1,883,542 | $494.3M | 0.03% | +9,863+0.5% | Added |
| Franklin Resources Inc | 1,740,954 | $456.9M | 0.25% | +90,128+5.5% | Added |
| Champlain Investment Partners, LLC | 1,238,860 | $325.1M | 2.22% | +22,175+1.8% | Added |
| Victory Capital Management Inc | 1,188,259 | $311.8M | 0.36% | +276,457+30.3% | Added |
| Massachusetts Financial Services Co | 1,063,314 | $279.1M | 0.10% | +4440.0% | Added |
| Altrinsic Global Advisors LLC | 846,516 | $222.2M | 10.23% | +53,195+6.7% | Added |
| Geode Capital Management, LLC | 808,862 | $212.0M | 0.03% | +24,277+3.1% | Added |
| LSV Asset Management | 787,518 | $206.7M | 0.49% | +10,900+1.4% | Added |
| Invesco Ltd. | 693,663 | $182.0M | 0.06% | −18,987−2.7% | Reduced |
| Dimensional Fund Advisors LP | 689,246 | $180.9M | 0.07% | +17,518+2.6% | Added |
| Nuveen Asset Management, LLC | 651,448 | $171.0M | 0.07% | −3,687−0.6% | Reduced |
| Los Angeles Capital Management LLC | 608,735 | $159.8M | 0.83% | −79,168−11.5% | Reduced |
| Bain Capital Public Equity Management II, LLC | 543,148 | $142.5M | 7.92% | +156,301+40.4% | Added |
| AQR Capital Management LLC | 518,995 | $136.2M | 0.33% | −162,944−23.9% | Reduced |
| Morgan Stanley | 412,114 | $108.2M | 0.01% | −52,728−11.3% | Reduced |
| Northern Trust Corp | 403,305 | $105.8M | 0.02% | −3,107−0.8% | Reduced |
| Norges Bank | 395,660 | $103.8M | 0.03% | −4,013−1.0% | Reduced |
| First Trust Advisors LP | 363,367 | $95.4M | 0.12% | +26,430+7.8% | Added |
| Nuance Investments, LLC | 328,182 | $86.1M | 1.92% | −46,536−12.4% | Reduced |
| Legal & General Group Plc | 322,261 | $84.6M | 0.03% | −26,043−7.5% | Reduced |
| Charles Schwab Investment Management Inc | 307,181 | $80.6M | 0.03% | +4,420+1.5% | Added |
| Bank of New York Mellon Corp | 302,489 | $79.4M | 0.02% | −24,524−7.5% | Reduced |
| Polar Capital Holdings Plc | 290,000 | $76.1M | 0.62% | +20,000+7.4% | Added |
| Bank of America Corp | 263,733 | $69.2M | 0.01% | −17,120−6.1% | Reduced |
| Earnest Partners LLC | 258,628 | $67.9M | 0.46% | +1,814+0.7% | Added |
| UBS Asset Management Americas Inc | 233,366 | $61.2M | 0.03% | −6,105−2.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 217,929 | $57.2M | 0.48% | +7,729+3.7% | Added |
| Alliancebernstein L.P. | 215,309 | $56.5M | 0.03% | +21,517+11.1% | Added |
| FIL Ltd | 209,303 | $54.9M | 0.07% | +43,120+25.9% | Added |
| Balyasny Asset Management LLC | 185,487 | $48.7M | 0.19% | +92,582+99.7% | Added |
| Ameriprise Financial Inc | 182,969 | $48.1M | 0.02% | −8,358−4.4% | Reduced |
| Deutsche Bank AG | 176,474 | $46.3M | 0.03% | +1,221+0.7% | Added |
| Jacobs Levy Equity Management, Inc | 175,088 | $46.0M | 0.36% | −954−0.5% | Reduced |
| Swiss National Bank | 170,982 | $44.9M | 0.03% | +500+0.3% | Added |
| Lazard Asset Management LLC | 166,498 | $43.7M | 0.06% | +5,874+3.7% | Added |
| Prana Capital Management, LP | 157,559 | $41.4M | 2.82% | +1,644+1.1% | Added |
| SEI Investments Co | 156,635 | $41.1M | 0.09% | +24,197+18.3% | Added |
| Man Group plc | 145,965 | $38.3M | 0.18% | – | – |
| Jupiter Asset Management Ltd | 143,909 | $37.8M | 0.58% | +4,093+2.9% | Added |
| Regions Financial Corp | 132,890 | $34.9M | 0.35% | −772−0.6% | Reduced |
| Miller Howard Investments Inc | 132,782 | $34.8M | 1.43% | −3,045−2.2% | Reduced |
| STRS Ohio | 132,112 | $34.7M | 0.17% | −16,273−11.0% | Reduced |
| Martingale Asset Management L P | 131,491 | $34.5M | 0.69% | −1,321−1.0% | Reduced |
| General American Investors Co Inc | 129,196 | $33.9M | 3.53% | +7,696+6.3% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 121,844 | $32.0M | 0.03% | −3,013−2.4% | Reduced |
| Gillson Capital LP | 119,342 | $31.3M | 2.87% | +31,677+36.1% | Added |
| Russell Investments Group, Ltd. | 114,186 | $30.0M | 0.07% | −1,514−1.3% | Reduced |
| Wellington Management Group LLP | 113,416 | $29.8M | 0.01% | −10,534−8.5% | Reduced |
| American Century Companies Inc | 111,718 | $29.3M | 0.03% | −128,961−53.6% | Reduced |
| Robeco Institutional Asset Management B.V. | 109,254 | $28.7M | 0.09% | +52,091+91.1% | Added |
| Systematic Financial Management LP | 108,760 | $28.5M | 1.04% | −260−0.2% | Reduced |
| Goldman Sachs Group Inc | 99,188 | $26.0M | 0.01% | +8,808+9.7% | Added |
| Storebrand Asset Management AS | 98,208 | $25.8M | 0.16% | 00.0% | Unchanged |
| Millennium Management LLC | 94,838 | $24.9M | 0.03% | +44,935+90.0% | Added |
| APG Asset Management N.V. | 92,660 | $24.8M | 0.06% | −3,636−3.8% | Reduced |
| Schroder Investment Management Group | 92,379 | $24.2M | 0.04% | +3,687+4.2% | Added |
| Amundi | 88,324 | $24.2M | 0.01% | +11,222+14.6% | Added |
| AustralianSuper Pty Ltd | 91,310 | $24.0M | 0.19% | +17,541+23.8% | Added |
| California Public Employees Retirement System | 89,566 | $23.5M | 0.02% | +10,413+13.2% | Added |
| CWM, LLC | 85,700 | $22.5M | 0.18% | +1,837+2.2% | Added |
| Virginia Retirement Systems Et Al | 78,200 | $20.5M | 0.23% | +78,200 | New |
| Citadel Advisors LLC | 74,102 | $19.4M | 0.02% | +21,450+40.7% | Added |
| Barclays PLC | 73,907 | $19.4M | 0.02% | +8,952+13.8% | Added |
| Candriam Luxembourg S.C.A. | 73,361 | $19.3M | 0.14% | +47,715+186.1% | Added |
| Bank of Montreal | 71,112 | $19.1M | 0.02% | −1,523−2.1% | Reduced |
| Rhumbline Advisers | 71,071 | $18.7M | 0.03% | +2,309+3.4% | Added |
| Interval Partners, LP | 69,996 | $18.4M | 1.08% | −4,490−6.0% | Reduced |
| Credit Suisse AG | 66,547 | $17.5M | 0.02% | −940−1.4% | Reduced |
| Bridgewater Associates, LP | 65,699 | $17.2M | 0.09% | +65,699 | New |
| California State Teachers Retirement System | 65,059 | $17.1M | 0.03% | −498−0.8% | Reduced |
| JPMorgan Chase & Co | 63,925 | $16.8M | 0.00% | +3,475+5.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 63,303 | $16.6M | 0.10% | −18,935−23.0% | Reduced |
| Intech Investment Management LLC | 62,518 | $16.4M | 0.12% | −2,741−4.2% | Reduced |
| New York State Common Retirement Fund | 61,687 | $16.2M | 0.02% | −1,495−2.4% | Reduced |
| Boston Trust Walden Corp | 61,095 | $16.0M | 0.16% | +2,465+4.2% | Added |
| TCTC Holdings, LLC | 60,800 | $16.0M | 0.69% | 00.0% | Unchanged |
| Raymond James & Associates | 60,609 | $15.9M | 0.02% | −3,908−6.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 59,108 | $15.5M | 0.03% | −17,523−22.9% | Reduced |
| Citigroup Inc | 58,681 | $15.4M | 0.02% | +9,368+19.0% | Added |
| New York State Teachers Retirement System | 58,414 | $15.3M | 0.04% | −202−0.3% | Reduced |
| Price T Rowe Associates Inc | 58,379 | $15.3M | 0.00% | −618−1.0% | Reduced |
| Davis Selected Advisers | 53,505 | $14.0M | 0.10% | −1,487−2.7% | Reduced |
| Zweig-DiMenna Associates LLC | 53,496 | $14.0M | 3.06% | +16,450+44.4% | Added |
| Donald Smith & Co., Inc. | 52,158 | $13.7M | 0.61% | −10.0% | Reduced |
| Panagora Asset Management Inc | 52,088 | $13.7M | 0.09% | +43,502+506.7% | Added |
| Grace & White Inc | 51,382 | $13.5M | 2.91% | −1,000−1.9% | Reduced |
| Principal Financial Group Inc | 49,076 | $12.9M | 0.01% | −1,035−2.1% | Reduced |
| HSBC Holdings PLC | 47,047 | $12.5M | 0.02% | −4,413−8.6% | Reduced |
| Envestnet Asset Management Inc | 46,666 | $12.2M | 0.01% | +21,348+84.3% | Added |
| Prudential Financial Inc | 44,180 | $11.8M | 0.02% | −6,748−13.3% | Reduced |
| Nordea Investment Management AB | 43,088 | $11.7M | 0.02% | −11,114−20.5% | Reduced |
| Voya Investment Management LLC | 43,687 | $11.5M | 0.01% | −582−1.3% | Reduced |
| Brandywine Global Investment Management, LLC | 42,833 | $11.2M | 0.10% | +10,231+31.4% | Added |
| Te Ahumairangi Investment Management Ltd | 41,978 | $11.0M | 1.87% | +1,090+2.7% | Added |
| Adage Capital Partners GP, L.L.C. | 40,181 | $10.5M | 0.03% | +9,100+29.3% | Added |
| State of Wisconsin Investment Board | 39,983 | $10.5M | 0.03% | −717−1.8% | Reduced |
| LMCG Investments, LLC | 38,374 | $10.1M | 0.74% | −369−1.0% | Reduced |