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, Q1 2023
Institutional positions in Everest Group, Ltd. as of Mar 31, 2023. 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
- 583
- +35 vs. Q4 2022
- Shares held
- 37.9M
- +1.28M (+3.5%) vs. Q4 2022
- Total value
- $13.1B
- +$938.4M (+7.7%) vs. Q4 2022
- New holders
- 73
- 200 more added
- Sold out
- 38
- 209 more reduced
10 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Everest Group, Ltd.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 4,886,457 | $1.75B | 0.04% | +28,784+0.6% | Added |
| BlackRock Inc. | 2,942,743 | $1.05B | 0.03% | +43,371+1.5% | Added |
| State Street Corp | 1,767,906 | $632.9M | 0.04% | −103,987−5.6% | Reduced |
| Boston Partners | 1,623,762 | $581.5M | 0.80% | −472,328−22.5% | Reduced |
| Victory Capital Management Inc | 1,177,599 | $421.6M | 0.47% | −105,673−8.2% | Reduced |
| Franklin Resources Inc | 1,036,374 | $371.0M | 0.19% | −118,121−10.2% | Reduced |
| Champlain Investment Partners, LLC | 1,003,305 | $359.2M | 2.26% | −94,765−8.6% | Reduced |
| Massachusetts Financial Services Co | 932,629 | $333.9M | 0.11% | −93,508−9.1% | Reduced |
| Geode Capital Management, LLC | 832,278 | $297.3M | 0.04% | +15,356+1.9% | Added |
| Altrinsic Global Advisors LLC | 714,877 | $255.9M | 9.92% | −13,783−1.9% | Reduced |
| LSV Asset Management | 663,237 | $237.5M | 0.53% | −28,170−4.1% | Reduced |
| Bank of New York Mellon Corp | 660,553 | $236.5M | 0.05% | +54,805+9.0% | Added |
| Nuveen Asset Management, LLC | 654,319 | $234.3M | 0.09% | −67,575−9.4% | Reduced |
| Dimensional Fund Advisors LP | 640,023 | $229.1M | 0.08% | −17,505−2.7% | Reduced |
| Los Angeles Capital Management LLC | 568,726 | $203.6M | 0.90% | −24,031−4.1% | Reduced |
| Alliancebernstein L.P. | 545,602 | $195.3M | 0.08% | +86,359+18.8% | Added |
| Bain Capital Public Equity Management II, LLC | 508,082 | $181.9M | 10.90% | +11,666+2.4% | Added |
| FMR LLC | 474,322 | $169.8M | 0.02% | +413,644+681.7% | Added |
| Morgan Stanley | 442,517 | $158.4M | 0.02% | +11,513+2.7% | Added |
| Norges Bank | 421,396 | $150.9M | 0.03% | +7,182+1.7% | Added |
| Egerton Capital (UK) LLP | 406,646 | $145.6M | 1.57% | −42,655−9.5% | Reduced |
| AQR Capital Management LLC | 401,590 | $143.8M | 0.32% | +3,637+0.9% | Added |
| Northern Trust Corp | 398,550 | $142.7M | 0.03% | +567+0.1% | Added |
| Balyasny Asset Management LLC | 372,868 | $133.5M | 0.44% | +32,380+9.5% | Added |
| Invesco Ltd. | 367,494 | $131.6M | 0.04% | −79,580−17.8% | Reduced |
| Charles Schwab Investment Management Inc | 315,241 | $112.9M | 0.03% | +961+0.3% | Added |
| Legal & General Group Plc | 309,383 | $110.8M | 0.04% | −1,428−0.5% | Reduced |
| Polar Capital Holdings Plc | 280,000 | $100.2M | 0.73% | −10,000−3.4% | Reduced |
| Ameriprise Financial Inc | 270,372 | $96.5M | 0.03% | +87,489+47.8% | Added |
| Adage Capital Partners GP, L.L.C. | 269,181 | $96.4M | 0.22% | +99,300+58.5% | Added |
| Wellington Management Group LLP | 264,625 | $94.7M | 0.02% | +106,430+67.3% | Added |
| First Trust Advisors LP | 264,408 | $94.7M | 0.11% | −30,075−10.2% | Reduced |
| Earnest Partners LLC | 256,448 | $91.8M | 0.53% | −1,028−0.4% | Reduced |
| Millennium Management LLC | 246,221 | $88.2M | 0.10% | +53,506+27.8% | Added |
| Bank of America Corp | 237,570 | $85.1M | 0.01% | −5,657−2.3% | Reduced |
| UBS Asset Management Americas Inc | 217,228 | $77.8M | 0.04% | −18,447−7.8% | Reduced |
| Man Group plc | – | $65.8M | 0.23% | – | – |
| FIL Ltd | 171,799 | $61.5M | 0.07% | −14,176−7.6% | Reduced |
| Virginia Retirement Systems Et Al | 160,985 | $57.6M | 0.60% | +85,285+112.7% | Added |
| Regions Financial Corp | 158,843 | $56.9M | 0.51% | +3,533+2.3% | Added |
| Amundi | 156,124 | $56.7M | 0.03% | −3,307−2.1% | Reduced |
| Swiss National Bank | 155,400 | $55.6M | 0.04% | −4,700−2.9% | Reduced |
| Voya Investment Management LLC | 153,610 | $55.0M | 0.06% | −12,235−7.4% | Reduced |
| Westfield Capital Management Co LP | 139,960 | $50.1M | 0.35% | +139,960 | New |
| Schonfeld Strategic Advisors LLC | 137,200 | $49.1M | 0.47% | −46,300−25.2% | Reduced |
| SEI Investments Co | 136,862 | $49.0M | 0.09% | −12,301−8.2% | Reduced |
| Gillson Capital LP | 130,166 | $46.6M | 3.86% | +30,254+30.3% | Added |
| General American Investors Co Inc | 129,196 | $46.3M | 4.38% | 00.0% | Unchanged |
| Epoch Investment Partners, Inc. | 125,784 | $45.0M | 0.27% | −54,554−30.3% | Reduced |
| Schroder Investment Management Group | 125,365 | $44.9M | 0.07% | +12,830+11.4% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 118,680 | $42.5M | 0.03% | +5,901+5.2% | Added |
| Lazard Asset Management LLC | 112,401 | $40.2M | 0.05% | −1,760−1.5% | Reduced |
| HSBC Holdings PLC | 112,412 | $40.1M | 0.05% | +82,022+269.9% | Added |
| STRS Ohio | 111,977 | $40.1M | 0.17% | −41,693−27.1% | Reduced |
| Prana Capital Management, LP | 107,516 | $38.5M | 3.26% | −48,053−30.9% | Reduced |
| Martingale Asset Management L P | 106,568 | $38.2M | 0.74% | −12,543−10.5% | Reduced |
| Scout Investments, Inc. | 104,293 | $37.3M | 0.76% | −20,456−16.4% | Reduced |
| Storebrand Asset Management AS | 103,359 | $37.0M | 0.19% | +4,783+4.9% | Added |
| Robeco Institutional Asset Management B.V. | 101,791 | $36.4M | 0.10% | +15,614+18.1% | Added |
| Jacobs Levy Equity Management, Inc | 101,202 | $36.2M | 0.22% | −8,272−7.6% | Reduced |
| Systematic Financial Management LP | 100,499 | $36.0M | 1.18% | −1,077−1.1% | Reduced |
| Jupiter Asset Management Ltd | 98,742 | $35.3M | 0.49% | −35,508−26.4% | Reduced |
| Cramer Rosenthal McGlynn LLC | 97,381 | $34.9M | 1.57% | +97,381 | New |
| AustralianSuper Pty Ltd | 96,717 | $34.6M | 0.24% | +5,732+6.3% | Added |
| Clearbridge Investments, LLC | 91,607 | $32.8M | 0.03% | +15,905+21.0% | Added |
| Zweig-DiMenna Associates LLC | 88,900 | $31.8M | 4.31% | +14,100+18.9% | Added |
| Junto Capital Management LP | 88,755 | $31.8M | 0.89% | +88,755 | New |
| Deutsche Bank AG | 84,894 | $30.4M | 0.02% | +10,529+14.2% | Added |
| California Public Employees Retirement System | 84,690 | $30.3M | 0.03% | −9,636−10.2% | Reduced |
| APG Asset Management N.V. | 90,627 | $29.9M | 0.06% | −3,330−3.5% | Reduced |
| CWM, LLC | 81,050 | $29.0M | 0.20% | −4,309−5.0% | Reduced |
| Rhumbline Advisers | 76,661 | $27.4M | 0.03% | +2,515+3.4% | Added |
| Bank of Nova Scotia | 76,413 | $27.4M | 0.08% | +71,375+1,416.7% | Added |
| Bank of Montreal | 76,027 | $27.2M | 0.02% | +1,178+1.6% | Added |
| Castle Hook Partners LP | 72,597 | $26.0M | 2.52% | +11,468+18.8% | Added |
| Royal Bank of Canada | 70,870 | $25.4M | 0.01% | +31,732+81.1% | Added |
| Allspring Global Investments Holdings, LLC | 70,329 | $25.2M | 0.04% | −64,605−47.9% | Reduced |
| Goldman Sachs Group Inc | 70,277 | $25.2M | 0.01% | −7,021−9.1% | Reduced |
| Credit Suisse AG | 69,781 | $25.0M | 0.03% | +1,830+2.7% | Added |
| American Century Companies Inc | 68,634 | $24.6M | 0.02% | −57,630−45.6% | Reduced |
| Barclays PLC | 68,008 | $24.3M | 0.03% | −19,353−22.2% | Reduced |
| California State Teachers Retirement System | 65,552 | $23.5M | 0.03% | −929−1.4% | Reduced |
| Intech Investment Management LLC | 62,855 | $22.5M | 0.18% | −577−0.9% | Reduced |
| Citadel Advisors LLC | 62,842 | $22.5M | 0.02% | +50,365+403.7% | Added |
| Price T Rowe Associates Inc | 61,165 | $21.9M | 0.00% | +2,648+4.5% | Added |
| Russell Investments Group, Ltd. | 61,064 | $21.9M | 0.04% | −5,311−8.0% | Reduced |
| TCTC Holdings, LLC | 60,800 | $21.8M | 0.88% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 60,242 | $21.6M | 0.03% | −1,998−3.2% | Reduced |
| Caisse de Depot Et Placement du Quebec | 57,883 | $20.7M | 0.06% | +57,883 | New |
| New York State Teachers Retirement System | 57,148 | $20.5M | 0.05% | −1,161−2.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 52,588 | $18.8M | 0.09% | +920+1.8% | Added |
| Two Sigma Investments, LP | 51,778 | $18.5M | 0.05% | −15,081−22.6% | Reduced |
| Samlyn Capital, LLC | 51,401 | $18.4M | 0.34% | +51,401 | New |
| UBS Group AG | 50,243 | $18.0M | 0.01% | −9,016−15.2% | Reduced |
| JPMorgan Chase & Co | 50,066 | $17.9M | 0.00% | −1,807−3.5% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 48,555 | $17.4M | 0.43% | +24,983+106.0% | Added |
| Principal Financial Group Inc | 48,043 | $17.2M | 0.01% | +632+1.3% | Added |
| Interval Partners, LP | 47,870 | $17.1M | 0.96% | +7,681+19.1% | Added |
| Grace & White Inc | 47,707 | $17.1M | 3.28% | −1,058−2.2% | Reduced |
| Moore Capital Management, LP | 47,305 | $16.9M | 0.53% | +47,305 | New |