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 |
|---|---|---|---|---|---|
| Jacobs Levy Equity Management, Inc | 109,474 | $36.3M | 0.25% | −65,614−37.5% | Reduced |
| Schroder Investment Management Group | 112,535 | $37.3M | 0.06% | +20,156+21.8% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 112,779 | $37.4M | 0.03% | −9,065−7.4% | Reduced |
| Lazard Asset Management LLC | 114,161 | $37.8M | 0.05% | −52,337−31.4% | Reduced |
| Martingale Asset Management L P | 119,111 | $39.5M | 0.77% | −12,380−9.4% | Reduced |
| Scout Investments, Inc. | 124,749 | $41.3M | 0.84% | +88,662+245.7% | Added |
| American Century Companies Inc | 126,264 | $41.8M | 0.03% | +14,546+13.0% | Added |
| General American Investors Co Inc | 129,196 | $42.8M | 4.19% | 00.0% | Unchanged |
| Miller Howard Investments Inc | 130,143 | $43.1M | 1.56% | −2,639−2.0% | Reduced |
| Jupiter Asset Management Ltd | 134,250 | $44.5M | 0.65% | −9,659−6.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 134,934 | $44.7M | 0.08% | +75,826+128.3% | Added |
| SEI Investments Co | 149,163 | $49.4M | 0.11% | −7,472−4.8% | Reduced |
| STRS Ohio | 153,670 | $50.9M | 0.23% | +21,558+16.3% | Added |
| Regions Financial Corp | 155,310 | $51.4M | 0.47% | +22,420+16.9% | Added |
| Prana Capital Management, LP | 155,569 | $51.5M | 3.96% | −1,990−1.3% | Reduced |
| Wellington Management Group LLP | 158,195 | $52.4M | 0.01% | +44,779+39.5% | Added |
| Swiss National Bank | 160,100 | $53.0M | 0.04% | −10,882−6.4% | Reduced |
| Voya Investment Management LLC | 165,845 | $54.9M | 0.06% | +122,158+279.6% | Added |
| Amundi | 159,431 | $56.2M | 0.03% | +71,107+80.5% | Added |
| Adage Capital Partners GP, L.L.C. | 169,881 | $56.3M | 0.13% | +129,700+322.8% | Added |
| Epoch Investment Partners, Inc. | 180,338 | $59.7M | 0.36% | +174,935+3,237.7% | Added |
| Ameriprise Financial Inc | 182,883 | $60.6M | 0.02% | −860.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 183,500 | $60.8M | 0.51% | −34,429−15.8% | Reduced |
| FIL Ltd | 185,975 | $61.6M | 0.07% | −23,328−11.1% | Reduced |
| Millennium Management LLC | 192,715 | $63.8M | 0.07% | +97,877+103.2% | Added |
| Nuance Investments, LLC | 219,688 | $72.8M | 1.52% | −108,494−33.1% | Reduced |
| UBS Asset Management Americas Inc | 235,675 | $78.1M | 0.04% | +2,309+1.0% | Added |
| Bank of America Corp | 243,227 | $80.6M | 0.01% | −20,506−7.8% | Reduced |
| Earnest Partners LLC | 257,476 | $85.3M | 0.52% | −1,152−0.4% | Reduced |
| Man Group plc | 264,405 | $87.6M | 0.31% | +118,440+81.1% | Added |
| Polar Capital Holdings Plc | 290,000 | $96.1M | 0.77% | 00.0% | Unchanged |
| First Trust Advisors LP | 294,483 | $97.6M | 0.12% | −68,884−19.0% | Reduced |
| Legal & General Group Plc | 310,811 | $103.0M | 0.04% | −11,450−3.6% | Reduced |
| Charles Schwab Investment Management Inc | 314,280 | $104.1M | 0.03% | +7,099+2.3% | Added |
| Balyasny Asset Management LLC | 340,488 | $112.8M | 0.40% | +155,001+83.6% | Added |
| AQR Capital Management LLC | 397,953 | $131.8M | 0.30% | −121,042−23.3% | Reduced |
| Northern Trust Corp | 397,983 | $131.8M | 0.03% | −5,322−1.3% | Reduced |
| Norges Bank | 414,214 | $137.2M | 0.03% | +18,554+4.7% | Added |
| Morgan Stanley | 431,004 | $142.8M | 0.02% | +18,890+4.6% | Added |
| Invesco Ltd. | 447,074 | $148.1M | 0.04% | −246,589−35.5% | Reduced |
| Egerton Capital (UK) LLP | 449,301 | $148.8M | 1.28% | +449,301 | New |
| Alliancebernstein L.P. | 459,243 | $152.1M | 0.07% | +243,934+113.3% | Added |
| Bain Capital Public Equity Management II, LLC | 496,416 | $164.4M | 9.76% | −46,732−8.6% | Reduced |
| Los Angeles Capital Management LLC | 592,757 | $196.4M | 0.95% | −15,978−2.6% | Reduced |
| Bank of New York Mellon Corp | 605,748 | $200.7M | 0.05% | +303,259+100.3% | Added |
| Dimensional Fund Advisors LP | 657,528 | $217.8M | 0.08% | −31,718−4.6% | Reduced |
| LSV Asset Management | 691,407 | $229.0M | 0.51% | −96,111−12.2% | Reduced |
| Nuveen Asset Management, LLC | 721,894 | $239.1M | 0.09% | +70,446+10.8% | Added |
| Altrinsic Global Advisors LLC | 728,660 | $241.4M | 10.31% | −117,856−13.9% | Reduced |
| Geode Capital Management, LLC | 816,922 | $270.1M | 0.04% | +8,060+1.0% | Added |
| Massachusetts Financial Services Co | 1,026,137 | $339.9M | 0.12% | −37,177−3.5% | Reduced |
| Champlain Investment Partners, LLC | 1,098,070 | $363.8M | 2.33% | −140,790−11.4% | Reduced |
| Franklin Resources Inc | 1,154,495 | $382.4M | 0.20% | −586,459−33.7% | Reduced |
| Victory Capital Management Inc | 1,283,272 | $425.1M | 0.49% | +95,013+8.0% | Added |
| State Street Corp | 1,871,893 | $620.1M | 0.04% | −11,649−0.6% | Reduced |
| Boston Partners | 2,096,090 | $694.9M | 0.94% | −491,433−19.0% | Reduced |
| BlackRock Inc. | 2,899,372 | $960.5M | 0.03% | +88,220+3.1% | Added |
| Vanguard Group Inc | 4,857,673 | $1.61B | 0.04% | −48,872−1.0% | Reduced |
| Goodman Financial Corp | 0 | $0 | 0.00% | −37,342−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −19,857−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −10,090−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −8,283−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −5,890−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −5,782−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −5,272−100.0% | Sold out |
| Aviance Capital Partners, LLC | 0 | $0 | 0.00% | −4,550−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −3,882−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −3,690−100.0% | Sold out |
| Revolve Wealth Partners, LLC | 0 | $0 | 0.00% | −3,032−100.0% | Sold out |
| OPSEU Pension Plan Trust Fund | 0 | $0 | 0.00% | −2,770−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −2,732−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −2,397−100.0% | Sold out |
| Pendal Group Limited | 0 | $0 | 0.00% | −2,345−100.0% | Sold out |
| Summit Wealth & Retirement Planning, Inc. | 0 | $0 | 0.00% | −2,291−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −2,083−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −2,029−100.0% | Sold out |
| Canvas Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,717−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −1,807−100.0% | Sold out |
| Qtron Investments LLC | 0 | $0 | 0.00% | −1,771−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −1,643−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −1,656−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −1,649−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −1,563−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −1,290−100.0% | Sold out |
| Northstar Advisory Group, LLC | 0 | $0 | 0.00% | −1,094−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −952−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −806−100.0% | Sold out |
| Fulton Bank, N.A. | 0 | $0 | 0.00% | −804−100.0% | Sold out |
| Vantage Consulting Group Inc | 0 | $0 | 0.00% | −771−100.0% | Sold out |
| Syntax Advisors, LLC | 0 | $0 | 0.00% | −771−100.0% | Sold out |
| Addison Advisors LLC | 0 | $0 | 0.00% | −212−100.0% | Sold out |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −152−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −124−100.0% | Sold out |
| Larson Financial Group LLC | 0 | $0 | 0.00% | −91−100.0% | Sold out |
| Fred Alger Management, LLC | 0 | $0 | 0.00% | −73−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −41−100.0% | Sold out |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −34−100.0% | Sold out |
| Howe & Rusling Inc | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Plante Moran Financial Advisors, LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |