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 |
|---|---|---|---|---|---|
| Intech Investment Management LLC | 62,855 | $22.5M | 0.18% | −577−0.9% | Reduced |
| California State Teachers Retirement System | 65,552 | $23.5M | 0.03% | −929−1.4% | Reduced |
| Barclays PLC | 68,008 | $24.3M | 0.03% | −19,353−22.2% | Reduced |
| American Century Companies Inc | 68,634 | $24.6M | 0.02% | −57,630−45.6% | Reduced |
| Credit Suisse AG | 69,781 | $25.0M | 0.03% | +1,830+2.7% | Added |
| Goldman Sachs Group Inc | 70,277 | $25.2M | 0.01% | −7,021−9.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 70,329 | $25.2M | 0.04% | −64,605−47.9% | Reduced |
| Royal Bank of Canada | 70,870 | $25.4M | 0.01% | +31,732+81.1% | Added |
| Castle Hook Partners LP | 72,597 | $26.0M | 2.52% | +11,468+18.8% | Added |
| Bank of Montreal | 76,027 | $27.2M | 0.02% | +1,178+1.6% | Added |
| Bank of Nova Scotia | 76,413 | $27.4M | 0.08% | +71,375+1,416.7% | Added |
| Rhumbline Advisers | 76,661 | $27.4M | 0.03% | +2,515+3.4% | Added |
| CWM, LLC | 81,050 | $29.0M | 0.20% | −4,309−5.0% | Reduced |
| APG Asset Management N.V. | 90,627 | $29.9M | 0.06% | −3,330−3.5% | Reduced |
| California Public Employees Retirement System | 84,690 | $30.3M | 0.03% | −9,636−10.2% | Reduced |
| Deutsche Bank AG | 84,894 | $30.4M | 0.02% | +10,529+14.2% | Added |
| Junto Capital Management LP | 88,755 | $31.8M | 0.89% | +88,755 | New |
| Zweig-DiMenna Associates LLC | 88,900 | $31.8M | 4.31% | +14,100+18.9% | Added |
| Clearbridge Investments, LLC | 91,607 | $32.8M | 0.03% | +15,905+21.0% | Added |
| AustralianSuper Pty Ltd | 96,717 | $34.6M | 0.24% | +5,732+6.3% | Added |
| Cramer Rosenthal McGlynn LLC | 97,381 | $34.9M | 1.57% | +97,381 | New |
| Jupiter Asset Management Ltd | 98,742 | $35.3M | 0.49% | −35,508−26.4% | Reduced |
| Systematic Financial Management LP | 100,499 | $36.0M | 1.18% | −1,077−1.1% | Reduced |
| Jacobs Levy Equity Management, Inc | 101,202 | $36.2M | 0.22% | −8,272−7.6% | Reduced |
| Robeco Institutional Asset Management B.V. | 101,791 | $36.4M | 0.10% | +15,614+18.1% | Added |
| Storebrand Asset Management AS | 103,359 | $37.0M | 0.19% | +4,783+4.9% | Added |
| Scout Investments, Inc. | 104,293 | $37.3M | 0.76% | −20,456−16.4% | Reduced |
| Martingale Asset Management L P | 106,568 | $38.2M | 0.74% | −12,543−10.5% | Reduced |
| Prana Capital Management, LP | 107,516 | $38.5M | 3.26% | −48,053−30.9% | Reduced |
| STRS Ohio | 111,977 | $40.1M | 0.17% | −41,693−27.1% | Reduced |
| HSBC Holdings PLC | 112,412 | $40.1M | 0.05% | +82,022+269.9% | Added |
| Lazard Asset Management LLC | 112,401 | $40.2M | 0.05% | −1,760−1.5% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 118,680 | $42.5M | 0.03% | +5,901+5.2% | Added |
| Schroder Investment Management Group | 125,365 | $44.9M | 0.07% | +12,830+11.4% | Added |
| Epoch Investment Partners, Inc. | 125,784 | $45.0M | 0.27% | −54,554−30.3% | Reduced |
| General American Investors Co Inc | 129,196 | $46.3M | 4.38% | 00.0% | Unchanged |
| Gillson Capital LP | 130,166 | $46.6M | 3.86% | +30,254+30.3% | Added |
| SEI Investments Co | 136,862 | $49.0M | 0.09% | −12,301−8.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 137,200 | $49.1M | 0.47% | −46,300−25.2% | Reduced |
| Westfield Capital Management Co LP | 139,960 | $50.1M | 0.35% | +139,960 | New |
| Voya Investment Management LLC | 153,610 | $55.0M | 0.06% | −12,235−7.4% | Reduced |
| Swiss National Bank | 155,400 | $55.6M | 0.04% | −4,700−2.9% | Reduced |
| Amundi | 156,124 | $56.7M | 0.03% | −3,307−2.1% | Reduced |
| Regions Financial Corp | 158,843 | $56.9M | 0.51% | +3,533+2.3% | Added |
| Virginia Retirement Systems Et Al | 160,985 | $57.6M | 0.60% | +85,285+112.7% | Added |
| FIL Ltd | 171,799 | $61.5M | 0.07% | −14,176−7.6% | Reduced |
| Man Group plc | – | $65.8M | 0.23% | – | – |
| UBS Asset Management Americas Inc | 217,228 | $77.8M | 0.04% | −18,447−7.8% | Reduced |
| Bank of America Corp | 237,570 | $85.1M | 0.01% | −5,657−2.3% | Reduced |
| Millennium Management LLC | 246,221 | $88.2M | 0.10% | +53,506+27.8% | Added |
| Earnest Partners LLC | 256,448 | $91.8M | 0.53% | −1,028−0.4% | Reduced |
| First Trust Advisors LP | 264,408 | $94.7M | 0.11% | −30,075−10.2% | Reduced |
| Wellington Management Group LLP | 264,625 | $94.7M | 0.02% | +106,430+67.3% | Added |
| Adage Capital Partners GP, L.L.C. | 269,181 | $96.4M | 0.22% | +99,300+58.5% | Added |
| Ameriprise Financial Inc | 270,372 | $96.5M | 0.03% | +87,489+47.8% | Added |
| Polar Capital Holdings Plc | 280,000 | $100.2M | 0.73% | −10,000−3.4% | Reduced |
| Legal & General Group Plc | 309,383 | $110.8M | 0.04% | −1,428−0.5% | Reduced |
| Charles Schwab Investment Management Inc | 315,241 | $112.9M | 0.03% | +961+0.3% | Added |
| Invesco Ltd. | 367,494 | $131.6M | 0.04% | −79,580−17.8% | Reduced |
| Balyasny Asset Management LLC | 372,868 | $133.5M | 0.44% | +32,380+9.5% | Added |
| Northern Trust Corp | 398,550 | $142.7M | 0.03% | +567+0.1% | Added |
| AQR Capital Management LLC | 401,590 | $143.8M | 0.32% | +3,637+0.9% | Added |
| Egerton Capital (UK) LLP | 406,646 | $145.6M | 1.57% | −42,655−9.5% | Reduced |
| Norges Bank | 421,396 | $150.9M | 0.03% | +7,182+1.7% | Added |
| Morgan Stanley | 442,517 | $158.4M | 0.02% | +11,513+2.7% | Added |
| FMR LLC | 474,322 | $169.8M | 0.02% | +413,644+681.7% | Added |
| Bain Capital Public Equity Management II, LLC | 508,082 | $181.9M | 10.90% | +11,666+2.4% | Added |
| Alliancebernstein L.P. | 545,602 | $195.3M | 0.08% | +86,359+18.8% | Added |
| Los Angeles Capital Management LLC | 568,726 | $203.6M | 0.90% | −24,031−4.1% | Reduced |
| Dimensional Fund Advisors LP | 640,023 | $229.1M | 0.08% | −17,505−2.7% | Reduced |
| Nuveen Asset Management, LLC | 654,319 | $234.3M | 0.09% | −67,575−9.4% | Reduced |
| Bank of New York Mellon Corp | 660,553 | $236.5M | 0.05% | +54,805+9.0% | Added |
| LSV Asset Management | 663,237 | $237.5M | 0.53% | −28,170−4.1% | Reduced |
| Altrinsic Global Advisors LLC | 714,877 | $255.9M | 9.92% | −13,783−1.9% | Reduced |
| Geode Capital Management, LLC | 832,278 | $297.3M | 0.04% | +15,356+1.9% | Added |
| Massachusetts Financial Services Co | 932,629 | $333.9M | 0.11% | −93,508−9.1% | Reduced |
| Champlain Investment Partners, LLC | 1,003,305 | $359.2M | 2.26% | −94,765−8.6% | Reduced |
| Franklin Resources Inc | 1,036,374 | $371.0M | 0.19% | −118,121−10.2% | Reduced |
| Victory Capital Management Inc | 1,177,599 | $421.6M | 0.47% | −105,673−8.2% | Reduced |
| Boston Partners | 1,623,762 | $581.5M | 0.80% | −472,328−22.5% | Reduced |
| State Street Corp | 1,767,906 | $632.9M | 0.04% | −103,987−5.6% | Reduced |
| BlackRock Inc. | 2,942,743 | $1.05B | 0.03% | +43,371+1.5% | Added |
| Vanguard Group Inc | 4,886,457 | $1.75B | 0.04% | +28,784+0.6% | Added |
| Miller Howard Investments Inc | 0 | $0 | 0.00% | −130,143−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −28,351−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −24,491−100.0% | Sold out |
| Berger Financial Group, Inc | 0 | $0 | 0.00% | −14,325−100.0% | Sold out |
| Fca Corp | 0 | $0 | 0.00% | −10,506−100.0% | Sold out |
| Sompo Asset Management Co., Ltd. | 0 | $0 | 0.00% | −6,470−100.0% | Sold out |
| Hussman Strategic Advisors, Inc. | 0 | $0 | 0.00% | −6,200−100.0% | Sold out |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −2,977−100.0% | Sold out |
| Strategy Asset Managers LLC | 0 | $0 | 0.00% | −2,256−100.0% | Sold out |
| Moreno Evelyn V | 0 | $0 | 0.00% | −1,800−100.0% | Sold out |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −1,748−100.0% | Sold out |
| Vestmark Advisory Solutions, Inc. | 0 | $0 | 0.00% | −1,611−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −1,606−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −1,496−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −976−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| Independent Solutions Wealth Management, LLC | 0 | $0 | 0.00% | −816−100.0% | Sold out |