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 2022
Institutional positions in Everest Group, Ltd. as of Dec 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
- 558
- +57 vs. Q3 2022
- Shares held
- 36.7M
- −78.8K (−0.2%) vs. Q3 2022
- Total value
- $12.1B
- +$2.50B (+25.9%) vs. Q3 2022
- New holders
- 102
- 153 more added
- Sold out
- 45
- 219 more reduced
9 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Everest Group, Ltd.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 4,857,673 | $1.61B | 0.04% | −48,872−1.0% | Reduced |
| BlackRock Inc. | 2,899,372 | $960.5M | 0.03% | +88,220+3.1% | Added |
| Boston Partners | 2,096,090 | $694.9M | 0.94% | −491,433−19.0% | Reduced |
| State Street Corp | 1,871,893 | $620.1M | 0.04% | −11,649−0.6% | Reduced |
| Victory Capital Management Inc | 1,283,272 | $425.1M | 0.49% | +95,013+8.0% | Added |
| Franklin Resources Inc | 1,154,495 | $382.4M | 0.20% | −586,459−33.7% | Reduced |
| Champlain Investment Partners, LLC | 1,098,070 | $363.8M | 2.33% | −140,790−11.4% | Reduced |
| Massachusetts Financial Services Co | 1,026,137 | $339.9M | 0.12% | −37,177−3.5% | Reduced |
| Geode Capital Management, LLC | 816,922 | $270.1M | 0.04% | +8,060+1.0% | Added |
| Altrinsic Global Advisors LLC | 728,660 | $241.4M | 10.31% | −117,856−13.9% | Reduced |
| Nuveen Asset Management, LLC | 721,894 | $239.1M | 0.09% | +70,446+10.8% | Added |
| LSV Asset Management | 691,407 | $229.0M | 0.51% | −96,111−12.2% | Reduced |
| Dimensional Fund Advisors LP | 657,528 | $217.8M | 0.08% | −31,718−4.6% | Reduced |
| Bank of New York Mellon Corp | 605,748 | $200.7M | 0.05% | +303,259+100.3% | Added |
| Los Angeles Capital Management LLC | 592,757 | $196.4M | 0.95% | −15,978−2.6% | Reduced |
| Bain Capital Public Equity Management II, LLC | 496,416 | $164.4M | 9.76% | −46,732−8.6% | Reduced |
| Alliancebernstein L.P. | 459,243 | $152.1M | 0.07% | +243,934+113.3% | Added |
| Egerton Capital (UK) LLP | 449,301 | $148.8M | 1.28% | +449,301 | New |
| Invesco Ltd. | 447,074 | $148.1M | 0.04% | −246,589−35.5% | Reduced |
| Morgan Stanley | 431,004 | $142.8M | 0.02% | +18,890+4.6% | Added |
| Norges Bank | 414,214 | $137.2M | 0.03% | +18,554+4.7% | Added |
| Northern Trust Corp | 397,983 | $131.8M | 0.03% | −5,322−1.3% | Reduced |
| AQR Capital Management LLC | 397,953 | $131.8M | 0.30% | −121,042−23.3% | Reduced |
| Balyasny Asset Management LLC | 340,488 | $112.8M | 0.40% | +155,001+83.6% | Added |
| Charles Schwab Investment Management Inc | 314,280 | $104.1M | 0.03% | +7,099+2.3% | Added |
| Legal & General Group Plc | 310,811 | $103.0M | 0.04% | −11,450−3.6% | Reduced |
| First Trust Advisors LP | 294,483 | $97.6M | 0.12% | −68,884−19.0% | Reduced |
| Polar Capital Holdings Plc | 290,000 | $96.1M | 0.77% | 00.0% | Unchanged |
| Man Group plc | 264,405 | $87.6M | 0.31% | +118,440+81.1% | Added |
| Earnest Partners LLC | 257,476 | $85.3M | 0.52% | −1,152−0.4% | Reduced |
| Bank of America Corp | 243,227 | $80.6M | 0.01% | −20,506−7.8% | Reduced |
| UBS Asset Management Americas Inc | 235,675 | $78.1M | 0.04% | +2,309+1.0% | Added |
| Nuance Investments, LLC | 219,688 | $72.8M | 1.52% | −108,494−33.1% | Reduced |
| Millennium Management LLC | 192,715 | $63.8M | 0.07% | +97,877+103.2% | Added |
| FIL Ltd | 185,975 | $61.6M | 0.07% | −23,328−11.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 183,500 | $60.8M | 0.51% | −34,429−15.8% | Reduced |
| Ameriprise Financial Inc | 182,883 | $60.6M | 0.02% | −860.0% | Reduced |
| Epoch Investment Partners, Inc. | 180,338 | $59.7M | 0.36% | +174,935+3,237.7% | Added |
| Adage Capital Partners GP, L.L.C. | 169,881 | $56.3M | 0.13% | +129,700+322.8% | Added |
| Amundi | 159,431 | $56.2M | 0.03% | +71,107+80.5% | Added |
| Voya Investment Management LLC | 165,845 | $54.9M | 0.06% | +122,158+279.6% | Added |
| Swiss National Bank | 160,100 | $53.0M | 0.04% | −10,882−6.4% | Reduced |
| Wellington Management Group LLP | 158,195 | $52.4M | 0.01% | +44,779+39.5% | Added |
| Prana Capital Management, LP | 155,569 | $51.5M | 3.96% | −1,990−1.3% | Reduced |
| Regions Financial Corp | 155,310 | $51.4M | 0.47% | +22,420+16.9% | Added |
| STRS Ohio | 153,670 | $50.9M | 0.23% | +21,558+16.3% | Added |
| SEI Investments Co | 149,163 | $49.4M | 0.11% | −7,472−4.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 134,934 | $44.7M | 0.08% | +75,826+128.3% | Added |
| Jupiter Asset Management Ltd | 134,250 | $44.5M | 0.65% | −9,659−6.7% | Reduced |
| Miller Howard Investments Inc | 130,143 | $43.1M | 1.56% | −2,639−2.0% | Reduced |
| General American Investors Co Inc | 129,196 | $42.8M | 4.19% | 00.0% | Unchanged |
| American Century Companies Inc | 126,264 | $41.8M | 0.03% | +14,546+13.0% | Added |
| Scout Investments, Inc. | 124,749 | $41.3M | 0.84% | +88,662+245.7% | Added |
| Martingale Asset Management L P | 119,111 | $39.5M | 0.77% | −12,380−9.4% | Reduced |
| Lazard Asset Management LLC | 114,161 | $37.8M | 0.05% | −52,337−31.4% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 112,779 | $37.4M | 0.03% | −9,065−7.4% | Reduced |
| Schroder Investment Management Group | 112,535 | $37.3M | 0.06% | +20,156+21.8% | Added |
| Jacobs Levy Equity Management, Inc | 109,474 | $36.3M | 0.25% | −65,614−37.5% | Reduced |
| Systematic Financial Management LP | 101,576 | $33.6M | 1.10% | −7,184−6.6% | Reduced |
| Gillson Capital LP | 99,912 | $33.1M | 2.51% | −19,430−16.3% | Reduced |
| Storebrand Asset Management AS | 98,576 | $32.7M | 0.18% | +368+0.4% | Added |
| California Public Employees Retirement System | 94,326 | $31.2M | 0.03% | +4,760+5.3% | Added |
| APG Asset Management N.V. | 93,957 | $31.1M | 0.06% | +1,297+1.4% | Added |
| AustralianSuper Pty Ltd | 90,985 | $30.3M | 0.22% | −325−0.4% | Reduced |
| Barclays PLC | 87,361 | $28.9M | 0.03% | +13,454+18.2% | Added |
| Robeco Institutional Asset Management B.V. | 86,177 | $28.5M | 0.08% | −23,077−21.1% | Reduced |
| CWM, LLC | 85,359 | $28.3M | 0.21% | −341−0.4% | Reduced |
| Goldman Sachs Group Inc | 77,298 | $25.6M | 0.01% | −21,890−22.1% | Reduced |
| Bank of Montreal | 74,849 | $25.3M | 0.02% | +3,737+5.3% | Added |
| Clearbridge Investments, LLC | 75,702 | $25.1M | 0.02% | +75,702 | New |
| Virginia Retirement Systems Et Al | 75,700 | $25.1M | 0.26% | −2,500−3.2% | Reduced |
| Zweig-DiMenna Associates LLC | 74,800 | $24.8M | 3.64% | +21,304+39.8% | Added |
| Deutsche Bank AG | 74,365 | $24.6M | 0.01% | −102,109−57.9% | Reduced |
| Rhumbline Advisers | 74,146 | $24.6M | 0.03% | +3,075+4.3% | Added |
| Credit Suisse AG | 67,951 | $22.5M | 0.02% | +1,404+2.1% | Added |
| Two Sigma Investments, LP | 66,859 | $22.1M | 0.07% | +66,859 | New |
| California State Teachers Retirement System | 66,481 | $22.0M | 0.03% | +1,422+2.2% | Added |
| Russell Investments Group, Ltd. | 66,375 | $22.0M | 0.05% | −47,811−41.9% | Reduced |
| Intech Investment Management LLC | 63,432 | $21.0M | 0.16% | +914+1.5% | Added |
| New York State Common Retirement Fund | 62,240 | $20.6M | 0.03% | +553+0.9% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 61,808 | $20.5M | 0.10% | +61,808 | New |
| Castle Hook Partners LP | 61,129 | $20.3M | 2.23% | +61,129 | New |
| TCTC Holdings, LLC | 60,800 | $20.1M | 0.82% | 00.0% | Unchanged |
| FMR LLC | 60,678 | $20.1M | 0.00% | +22,824+60.3% | Added |
| Candriam Luxembourg S.C.A. | 59,918 | $19.8M | 0.13% | −13,443−18.3% | Reduced |
| UBS Group AG | 59,259 | $19.6M | 0.01% | +22,261+60.2% | Added |
| Price T Rowe Associates Inc | 58,517 | $19.4M | 0.00% | +138+0.2% | Added |
| New York State Teachers Retirement System | 58,309 | $19.3M | 0.05% | −105−0.2% | Reduced |
| Boston Trust Walden Corp | 55,545 | $18.4M | 0.16% | −5,550−9.1% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 52,262 | $17.3M | 0.03% | +19,285+58.5% | Added |
| Donald Smith & Co., Inc. | 52,172 | $17.3M | 0.68% | +140.0% | Added |
| JPMorgan Chase & Co | 51,873 | $17.2M | 0.00% | −12,052−18.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 51,668 | $17.1M | 0.09% | −11,635−18.4% | Reduced |
| Davis Selected Advisers | 48,774 | $16.2M | 0.11% | −4,731−8.8% | Reduced |
| Grace & White Inc | 48,765 | $16.2M | 3.20% | −2,617−5.1% | Reduced |
| Envestnet Asset Management Inc | 48,286 | $16.0M | 0.01% | +1,620+3.5% | Added |
| Principal Financial Group Inc | 47,411 | $15.7M | 0.01% | −1,665−3.4% | Reduced |
| Raymond James & Associates | 45,479 | $15.1M | 0.01% | −15,130−25.0% | Reduced |
| KBC Group NV | 44,398 | $14.7M | 0.07% | +7,468+20.2% | Added |
| Interval Partners, LP | 40,189 | $13.3M | 1.07% | −29,807−42.6% | Reduced |