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 |
|---|---|---|---|---|---|
| AXA S.A. | 34,122 | $8.95M | 0.04% | −6,342−15.7% | Reduced |
| Frontier Capital Management Co LLC | 34,926 | $9.17M | 0.11% | −186−0.5% | Reduced |
| State Board of Administration of Florida Retirement System | 35,392 | $9.29M | 0.02% | +360+1.0% | Added |
| Andra AP-fonden | 36,000 | $9.45M | 0.31% | +1,400+4.0% | Added |
| Scout Investments, Inc. | 36,087 | $9.47M | 0.20% | −3,280−8.3% | Reduced |
| KBC Group NV | 36,930 | $9.69M | 0.05% | +17,283+88.0% | Added |
| UBS Group AG | 36,998 | $9.71M | 0.01% | −6,406−14.8% | Reduced |
| Goodman Financial Corp | 37,342 | $9.80M | 3.29% | +2,922+8.5% | Added |
| Prospector Partners LLC | 37,695 | $9.89M | 1.52% | −100−0.3% | Reduced |
| FMR LLC | 37,854 | $9.93M | 0.00% | −17,738−31.9% | Reduced |
| LMCG Investments, LLC | 38,374 | $10.1M | 0.74% | −369−1.0% | Reduced |
| State of Wisconsin Investment Board | 39,983 | $10.5M | 0.03% | −717−1.8% | Reduced |
| Adage Capital Partners GP, L.L.C. | 40,181 | $10.5M | 0.03% | +9,100+29.3% | Added |
| Te Ahumairangi Investment Management Ltd | 41,978 | $11.0M | 1.87% | +1,090+2.7% | Added |
| Brandywine Global Investment Management, LLC | 42,833 | $11.2M | 0.10% | +10,231+31.4% | Added |
| Voya Investment Management LLC | 43,687 | $11.5M | 0.01% | −582−1.3% | Reduced |
| Nordea Investment Management AB | 43,088 | $11.7M | 0.02% | −11,114−20.5% | Reduced |
| Prudential Financial Inc | 44,180 | $11.8M | 0.02% | −6,748−13.3% | Reduced |
| Envestnet Asset Management Inc | 46,666 | $12.2M | 0.01% | +21,348+84.3% | Added |
| HSBC Holdings PLC | 47,047 | $12.5M | 0.02% | −4,413−8.6% | Reduced |
| Principal Financial Group Inc | 49,076 | $12.9M | 0.01% | −1,035−2.1% | Reduced |
| Grace & White Inc | 51,382 | $13.5M | 2.91% | −1,000−1.9% | Reduced |
| Panagora Asset Management Inc | 52,088 | $13.7M | 0.09% | +43,502+506.7% | Added |
| Donald Smith & Co., Inc. | 52,158 | $13.7M | 0.61% | −10.0% | Reduced |
| Zweig-DiMenna Associates LLC | 53,496 | $14.0M | 3.06% | +16,450+44.4% | Added |
| Davis Selected Advisers | 53,505 | $14.0M | 0.10% | −1,487−2.7% | Reduced |
| Price T Rowe Associates Inc | 58,379 | $15.3M | 0.00% | −618−1.0% | Reduced |
| New York State Teachers Retirement System | 58,414 | $15.3M | 0.04% | −202−0.3% | Reduced |
| Citigroup Inc | 58,681 | $15.4M | 0.02% | +9,368+19.0% | Added |
| Allspring Global Investments Holdings, LLC | 59,108 | $15.5M | 0.03% | −17,523−22.9% | Reduced |
| Raymond James & Associates | 60,609 | $15.9M | 0.02% | −3,908−6.1% | Reduced |
| TCTC Holdings, LLC | 60,800 | $16.0M | 0.69% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 61,095 | $16.0M | 0.16% | +2,465+4.2% | Added |
| New York State Common Retirement Fund | 61,687 | $16.2M | 0.02% | −1,495−2.4% | Reduced |
| Intech Investment Management LLC | 62,518 | $16.4M | 0.12% | −2,741−4.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 63,303 | $16.6M | 0.10% | −18,935−23.0% | Reduced |
| JPMorgan Chase & Co | 63,925 | $16.8M | 0.00% | +3,475+5.7% | Added |
| California State Teachers Retirement System | 65,059 | $17.1M | 0.03% | −498−0.8% | Reduced |
| Bridgewater Associates, LP | 65,699 | $17.2M | 0.09% | +65,699 | New |
| Credit Suisse AG | 66,547 | $17.5M | 0.02% | −940−1.4% | Reduced |
| Interval Partners, LP | 69,996 | $18.4M | 1.08% | −4,490−6.0% | Reduced |
| Rhumbline Advisers | 71,071 | $18.7M | 0.03% | +2,309+3.4% | Added |
| Bank of Montreal | 71,112 | $19.1M | 0.02% | −1,523−2.1% | Reduced |
| Candriam Luxembourg S.C.A. | 73,361 | $19.3M | 0.14% | +47,715+186.1% | Added |
| Barclays PLC | 73,907 | $19.4M | 0.02% | +8,952+13.8% | Added |
| Citadel Advisors LLC | 74,102 | $19.4M | 0.02% | +21,450+40.7% | Added |
| Virginia Retirement Systems Et Al | 78,200 | $20.5M | 0.23% | +78,200 | New |
| CWM, LLC | 85,700 | $22.5M | 0.18% | +1,837+2.2% | Added |
| California Public Employees Retirement System | 89,566 | $23.5M | 0.02% | +10,413+13.2% | Added |
| AustralianSuper Pty Ltd | 91,310 | $24.0M | 0.19% | +17,541+23.8% | Added |
| Amundi | 88,324 | $24.2M | 0.01% | +11,222+14.6% | Added |
| Schroder Investment Management Group | 92,379 | $24.2M | 0.04% | +3,687+4.2% | Added |
| APG Asset Management N.V. | 92,660 | $24.8M | 0.06% | −3,636−3.8% | Reduced |
| Millennium Management LLC | 94,838 | $24.9M | 0.03% | +44,935+90.0% | Added |
| Storebrand Asset Management AS | 98,208 | $25.8M | 0.16% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 99,188 | $26.0M | 0.01% | +8,808+9.7% | Added |
| Systematic Financial Management LP | 108,760 | $28.5M | 1.04% | −260−0.2% | Reduced |
| Robeco Institutional Asset Management B.V. | 109,254 | $28.7M | 0.09% | +52,091+91.1% | Added |
| American Century Companies Inc | 111,718 | $29.3M | 0.03% | −128,961−53.6% | Reduced |
| Wellington Management Group LLP | 113,416 | $29.8M | 0.01% | −10,534−8.5% | Reduced |
| Russell Investments Group, Ltd. | 114,186 | $30.0M | 0.07% | −1,514−1.3% | Reduced |
| Gillson Capital LP | 119,342 | $31.3M | 2.87% | +31,677+36.1% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 121,844 | $32.0M | 0.03% | −3,013−2.4% | Reduced |
| General American Investors Co Inc | 129,196 | $33.9M | 3.53% | +7,696+6.3% | Added |
| Martingale Asset Management L P | 131,491 | $34.5M | 0.69% | −1,321−1.0% | Reduced |
| STRS Ohio | 132,112 | $34.7M | 0.17% | −16,273−11.0% | Reduced |
| Miller Howard Investments Inc | 132,782 | $34.8M | 1.43% | −3,045−2.2% | Reduced |
| Regions Financial Corp | 132,890 | $34.9M | 0.35% | −772−0.6% | Reduced |
| Jupiter Asset Management Ltd | 143,909 | $37.8M | 0.58% | +4,093+2.9% | Added |
| Man Group plc | 145,965 | $38.3M | 0.18% | – | – |
| SEI Investments Co | 156,635 | $41.1M | 0.09% | +24,197+18.3% | Added |
| Prana Capital Management, LP | 157,559 | $41.4M | 2.82% | +1,644+1.1% | Added |
| Lazard Asset Management LLC | 166,498 | $43.7M | 0.06% | +5,874+3.7% | Added |
| Swiss National Bank | 170,982 | $44.9M | 0.03% | +500+0.3% | Added |
| Jacobs Levy Equity Management, Inc | 175,088 | $46.0M | 0.36% | −954−0.5% | Reduced |
| Deutsche Bank AG | 176,474 | $46.3M | 0.03% | +1,221+0.7% | Added |
| Ameriprise Financial Inc | 182,969 | $48.1M | 0.02% | −8,358−4.4% | Reduced |
| Balyasny Asset Management LLC | 185,487 | $48.7M | 0.19% | +92,582+99.7% | Added |
| FIL Ltd | 209,303 | $54.9M | 0.07% | +43,120+25.9% | Added |
| Alliancebernstein L.P. | 215,309 | $56.5M | 0.03% | +21,517+11.1% | Added |
| Schonfeld Strategic Advisors LLC | 217,929 | $57.2M | 0.48% | +7,729+3.7% | Added |
| UBS Asset Management Americas Inc | 233,366 | $61.2M | 0.03% | −6,105−2.5% | Reduced |
| Earnest Partners LLC | 258,628 | $67.9M | 0.46% | +1,814+0.7% | Added |
| Bank of America Corp | 263,733 | $69.2M | 0.01% | −17,120−6.1% | Reduced |
| Polar Capital Holdings Plc | 290,000 | $76.1M | 0.62% | +20,000+7.4% | Added |
| Bank of New York Mellon Corp | 302,489 | $79.4M | 0.02% | −24,524−7.5% | Reduced |
| Charles Schwab Investment Management Inc | 307,181 | $80.6M | 0.03% | +4,420+1.5% | Added |
| Legal & General Group Plc | 322,261 | $84.6M | 0.03% | −26,043−7.5% | Reduced |
| Nuance Investments, LLC | 328,182 | $86.1M | 1.92% | −46,536−12.4% | Reduced |
| First Trust Advisors LP | 363,367 | $95.4M | 0.12% | +26,430+7.8% | Added |
| Norges Bank | 395,660 | $103.8M | 0.03% | −4,013−1.0% | Reduced |
| Northern Trust Corp | 403,305 | $105.8M | 0.02% | −3,107−0.8% | Reduced |
| Morgan Stanley | 412,114 | $108.2M | 0.01% | −52,728−11.3% | Reduced |
| AQR Capital Management LLC | 518,995 | $136.2M | 0.33% | −162,944−23.9% | Reduced |
| Bain Capital Public Equity Management II, LLC | 543,148 | $142.5M | 7.92% | +156,301+40.4% | Added |
| Los Angeles Capital Management LLC | 608,735 | $159.8M | 0.83% | −79,168−11.5% | Reduced |
| Nuveen Asset Management, LLC | 651,448 | $171.0M | 0.07% | −3,687−0.6% | Reduced |
| Dimensional Fund Advisors LP | 689,246 | $180.9M | 0.07% | +17,518+2.6% | Added |
| Invesco Ltd. | 693,663 | $182.0M | 0.06% | −18,987−2.7% | Reduced |
| LSV Asset Management | 787,518 | $206.7M | 0.49% | +10,900+1.4% | Added |