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, Q2 2023
Institutional positions in Everest Group, Ltd. as of Jun 30, 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
- 582
- +1 vs. Q1 2023
- Shares held
- 40.0M
- +2.14M (+5.6%) vs. Q1 2023
- Total value
- $13.7B
- +$616.3M (+4.7%) vs. Q1 2023
- New holders
- 75
- 217 more added
- Sold out
- 74
- 199 more reduced
2 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Everest Group, Ltd.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 5,323,607 | $1.82B | 0.04% | +437,150+8.9% | Added |
| BlackRock Inc. | 3,190,851 | $1.09B | 0.03% | +248,108+8.4% | Added |
| State Street Corp | 1,900,254 | $649.6M | 0.03% | +132,348+7.5% | Added |
| Wellington Management Group LLP | 1,873,762 | $640.6M | 0.12% | +1,609,137+608.1% | Added |
| Boston Partners | 1,264,687 | $432.4M | 0.58% | −359,075−22.1% | Reduced |
| Franklin Resources Inc | 1,230,501 | $420.6M | 0.20% | +194,127+18.7% | Added |
| Victory Capital Management Inc | 1,164,001 | $397.9M | 0.44% | −13,598−1.2% | Reduced |
| Viking Global Investors LPSuperinvestorViking Global Investors | 1,038,182 | $354.9M | 1.45% | +1,038,182 | New |
| Champlain Investment Partners, LLC | 1,005,900 | $343.9M | 2.12% | +2,595+0.3% | Added |
| Geode Capital Management, LLC | 924,843 | $315.4M | 0.04% | +92,565+11.1% | Added |
| Bank of New York Mellon Corp | 850,736 | $290.8M | 0.06% | +190,183+28.8% | Added |
| Altrinsic Global Advisors LLC | 775,556 | $265.1M | 10.15% | +60,679+8.5% | Added |
| Nuveen Asset Management, LLC | 760,481 | $260.0M | 0.09% | +106,162+16.2% | Added |
| Massachusetts Financial Services Co | 597,660 | $204.3M | 0.07% | −334,969−35.9% | Reduced |
| Norges Bank | 595,800 | $203.7M | 0.04% | +174,404+41.4% | Added |
| LSV Asset Management | 566,209 | $193.6M | 0.43% | −97,028−14.6% | Reduced |
| Invesco Ltd. | 533,054 | $182.2M | 0.05% | +165,560+45.1% | Added |
| Dimensional Fund Advisors LP | 532,216 | $181.9M | 0.06% | −107,807−16.8% | Reduced |
| Alliancebernstein L.P. | 499,954 | $170.9M | 0.07% | −45,648−8.4% | Reduced |
| Bain Capital Public Equity Management II, LLC | 462,548 | $158.1M | 9.11% | −45,534−9.0% | Reduced |
| Los Angeles Capital Management LLC | 436,905 | $149.4M | 0.60% | −131,821−23.2% | Reduced |
| Morgan Stanley | 430,729 | $147.2M | 0.01% | −11,788−2.7% | Reduced |
| Northern Trust Corp | 416,397 | $142.3M | 0.03% | +17,847+4.5% | Added |
| AQR Capital Management LLC | 407,553 | $138.9M | 0.30% | +5,963+1.5% | Added |
| FMR LLC | 385,864 | $131.9M | 0.01% | −88,458−18.6% | Reduced |
| Adage Capital Partners GP, L.L.C. | 352,681 | $120.6M | 0.26% | +83,500+31.0% | Added |
| Charles Schwab Investment Management Inc | 340,101 | $116.3M | 0.03% | +24,860+7.9% | Added |
| Legal & General Group Plc | 320,360 | $109.5M | 0.04% | +10,977+3.5% | Added |
| Egerton Capital (UK) LLP | 289,962 | $99.1M | 1.02% | −116,684−28.7% | Reduced |
| Polar Capital Holdings Plc | 280,000 | $95.7M | 0.66% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 263,131 | $90.1M | 0.03% | −7,241−2.7% | Reduced |
| First Trust Advisors LP | 253,733 | $86.7M | 0.10% | −10,675−4.0% | Reduced |
| Earnest Partners LLC | 238,901 | $81.7M | 0.46% | −17,547−6.8% | Reduced |
| Zimmer Partners, LP | 237,500 | $81.2M | 2.03% | +237,500 | New |
| UBS Asset Management Americas Inc | 217,228 | $77.8M | 0.04% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 191,665 | $65.5M | 0.18% | +139,887+270.2% | Added |
| Man Group plc | 188,813 | $64.5M | 0.20% | – | – |
| Bank of America Corp | 182,692 | $62.5M | 0.01% | −54,878−23.1% | Reduced |
| Barclays PLC | 179,701 | $61.4M | 0.04% | +111,693+164.2% | Added |
| Point72 Asset Management, L.P. | 177,433 | $60.7M | 0.21% | +153,985+656.7% | Added |
| Virginia Retirement Systems Et Al | 173,285 | $59.2M | 0.57% | +12,300+7.6% | Added |
| Amundi | 168,913 | $57.7M | 0.03% | +12,789+8.2% | Added |
| Prana Capital Management, LP | 167,394 | $57.2M | 3.82% | +59,878+55.7% | Added |
| Swiss National Bank | 154,900 | $53.0M | 0.04% | −500−0.3% | Reduced |
| FIL Ltd | 149,241 | $51.0M | 0.06% | −22,558−13.1% | Reduced |
| Qube Research & Technologies Ltd | 143,191 | $49.0M | 0.19% | +124,412+662.5% | Added |
| Jupiter Asset Management Ltd | 139,983 | $47.8M | 0.52% | +41,241+41.8% | Added |
| Clearbridge Investments, LLC | 136,158 | $46.5M | 0.04% | +44,551+48.6% | Added |
| Citadel Advisors LLC | 133,704 | $45.7M | 0.05% | +70,862+112.8% | Added |
| Robeco Institutional Asset Management B.V. | 133,600 | $45.7M | 0.12% | +31,809+31.2% | Added |
| Junto Capital Management LP | 132,925 | $45.4M | 1.15% | +44,170+49.8% | Added |
| General American Investors Co Inc | 129,196 | $44.2M | 3.84% | 00.0% | Unchanged |
| Regions Financial Corp | 129,144 | $44.1M | 0.38% | −29,699−18.7% | Reduced |
| Schroder Investment Management Group | 127,968 | $43.7M | 0.06% | +2,603+2.1% | Added |
| Marshall Wace, LLP | 127,444 | $43.6M | 0.09% | +92,344+263.1% | Added |
| Allspring Global Investments Holdings, LLC | 118,301 | $40.4M | 0.06% | +47,972+68.2% | Added |
| SEI Investments Co | 116,834 | $39.9M | 0.07% | −20,028−14.6% | Reduced |
| Echo Street Capital Management LLC | 115,883 | $39.6M | 0.34% | +115,883 | New |
| STRS Ohio | 114,032 | $39.0M | 0.16% | +2,055+1.8% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 112,443 | $38.4M | 0.03% | −6,237−5.3% | Reduced |
| Balyasny Asset Management LLC | 107,787 | $36.8M | 0.10% | −265,081−71.1% | Reduced |
| Storebrand Asset Management AS | 105,379 | $36.0M | 0.16% | +2,020+2.0% | Added |
| Cramer Rosenthal McGlynn LLC | 100,027 | $34.2M | 1.71% | +2,646+2.7% | Added |
| Epoch Investment Partners, Inc. | 98,600 | $33.7M | 0.20% | −27,184−21.6% | Reduced |
| Systematic Financial Management LP | 97,835 | $33.4M | 1.06% | −2,664−2.7% | Reduced |
| Jacobs Levy Equity Management, Inc | 97,486 | $33.3M | 0.19% | −3,716−3.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 96,300 | $32.9M | 0.28% | −40,900−29.8% | Reduced |
| Zweig-DiMenna Associates LLC | 95,500 | $32.6M | 4.39% | +6,600+7.4% | Added |
| Castle Hook Partners LP | 94,681 | $32.4M | 3.02% | +22,084+30.4% | Added |
| Goldman Sachs Group Inc | 87,003 | $29.7M | 0.01% | +16,726+23.8% | Added |
| Deutsche Bank AG | 84,731 | $29.0M | 0.02% | −163−0.2% | Reduced |
| California Public Employees Retirement System | 83,916 | $28.7M | 0.02% | −774−0.9% | Reduced |
| Scout Investments, Inc. | 77,938 | $28.4M | 0.58% | −26,355−25.3% | Reduced |
| APG Asset Management N.V. | 90,627 | $28.4M | 0.06% | 00.0% | Unchanged |
| HSBC Holdings PLC | 82,039 | $28.0M | 0.03% | −30,373−27.0% | Reduced |
| Lazard Asset Management LLC | 78,347 | $26.8M | 0.03% | −34,054−30.3% | Reduced |
| UBS Group AG | 77,857 | $26.6M | 0.01% | +27,614+55.0% | Added |
| Bank of Montreal | 73,108 | $25.8M | 0.02% | −2,919−3.8% | Reduced |
| Moore Capital Management, LP | 73,585 | $25.2M | 0.61% | +26,280+55.6% | Added |
| CWM, LLC | 72,486 | $24.8M | 0.15% | −8,564−10.6% | Reduced |
| California State Teachers Retirement System | 69,908 | $23.9M | 0.03% | +4,356+6.6% | Added |
| Caisse de Depot Et Placement du Quebec | 69,350 | $23.7M | 0.06% | +11,467+19.8% | Added |
| Credit Suisse AG | 68,537 | $23.4M | 0.02% | −1,244−1.8% | Reduced |
| Royal Bank of Canada | 68,316 | $23.4M | 0.01% | −2,554−3.6% | Reduced |
| Twinbeech Capital LP | 67,548 | $23.1M | 0.46% | +67,548 | New |
| Price T Rowe Associates Inc | 66,948 | $22.9M | 0.00% | +5,783+9.5% | Added |
| TCTC Holdings, LLC | 60,850 | $20.8M | 0.83% | +50+0.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 59,725 | $20.4M | 0.09% | +7,137+13.6% | Added |
| AustralianSuper Pty Ltd | 58,018 | $19.8M | 0.13% | −38,699−40.0% | Reduced |
| New York State Teachers Retirement System | 57,645 | $19.7M | 0.04% | +497+0.9% | Added |
| State of Wisconsin Investment Board | 57,462 | $19.6M | 0.06% | +36,701+176.8% | Added |
| Russell Investments Group, Ltd. | 55,585 | $19.0M | 0.04% | −5,479−9.0% | Reduced |
| New York State Common Retirement Fund | 54,806 | $18.7M | 0.02% | −5,436−9.0% | Reduced |
| Tudor Investment Corp Et Al | 54,288 | $18.6M | 0.30% | +17,472+47.5% | Added |
| JPMorgan Chase & Co | 51,548 | $17.6M | 0.00% | +1,482+3.0% | Added |
| Principal Financial Group Inc | 51,185 | $17.5M | 0.01% | +3,142+6.5% | Added |
| Ghisallo Capital Management LLC | 50,000 | $17.1M | 2.04% | +50,000 | New |
| Grace & White Inc | 47,707 | $16.3M | 3.00% | 00.0% | Unchanged |
| American Century Companies Inc | 47,682 | $16.3M | 0.01% | −20,952−30.5% | Reduced |
| Capital Fund Management S.A. | 47,585 | $16.3M | 0.26% | +16,229+51.8% | Added |