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 |
|---|---|---|---|---|---|
| Caisse de Depot Et Placement du Quebec | 69,350 | $23.7M | 0.06% | +11,467+19.8% | Added |
| California State Teachers Retirement System | 69,908 | $23.9M | 0.03% | +4,356+6.6% | Added |
| CWM, LLC | 72,486 | $24.8M | 0.15% | −8,564−10.6% | Reduced |
| Moore Capital Management, LP | 73,585 | $25.2M | 0.61% | +26,280+55.6% | Added |
| Bank of Montreal | 73,108 | $25.8M | 0.02% | −2,919−3.8% | Reduced |
| UBS Group AG | 77,857 | $26.6M | 0.01% | +27,614+55.0% | Added |
| Lazard Asset Management LLC | 78,347 | $26.8M | 0.03% | −34,054−30.3% | Reduced |
| HSBC Holdings PLC | 82,039 | $28.0M | 0.03% | −30,373−27.0% | Reduced |
| APG Asset Management N.V. | 90,627 | $28.4M | 0.06% | 00.0% | Unchanged |
| Scout Investments, Inc. | 77,938 | $28.4M | 0.58% | −26,355−25.3% | Reduced |
| California Public Employees Retirement System | 83,916 | $28.7M | 0.02% | −774−0.9% | Reduced |
| Deutsche Bank AG | 84,731 | $29.0M | 0.02% | −163−0.2% | Reduced |
| Goldman Sachs Group Inc | 87,003 | $29.7M | 0.01% | +16,726+23.8% | Added |
| Castle Hook Partners LP | 94,681 | $32.4M | 3.02% | +22,084+30.4% | Added |
| Zweig-DiMenna Associates LLC | 95,500 | $32.6M | 4.39% | +6,600+7.4% | Added |
| Schonfeld Strategic Advisors LLC | 96,300 | $32.9M | 0.28% | −40,900−29.8% | Reduced |
| Jacobs Levy Equity Management, Inc | 97,486 | $33.3M | 0.19% | −3,716−3.7% | Reduced |
| Systematic Financial Management LP | 97,835 | $33.4M | 1.06% | −2,664−2.7% | Reduced |
| Epoch Investment Partners, Inc. | 98,600 | $33.7M | 0.20% | −27,184−21.6% | Reduced |
| Cramer Rosenthal McGlynn LLC | 100,027 | $34.2M | 1.71% | +2,646+2.7% | Added |
| Storebrand Asset Management AS | 105,379 | $36.0M | 0.16% | +2,020+2.0% | Added |
| Balyasny Asset Management LLC | 107,787 | $36.8M | 0.10% | −265,081−71.1% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 112,443 | $38.4M | 0.03% | −6,237−5.3% | Reduced |
| STRS Ohio | 114,032 | $39.0M | 0.16% | +2,055+1.8% | Added |
| Echo Street Capital Management LLC | 115,883 | $39.6M | 0.34% | +115,883 | New |
| SEI Investments Co | 116,834 | $39.9M | 0.07% | −20,028−14.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 118,301 | $40.4M | 0.06% | +47,972+68.2% | Added |
| Marshall Wace, LLP | 127,444 | $43.6M | 0.09% | +92,344+263.1% | Added |
| Schroder Investment Management Group | 127,968 | $43.7M | 0.06% | +2,603+2.1% | Added |
| Regions Financial Corp | 129,144 | $44.1M | 0.38% | −29,699−18.7% | Reduced |
| General American Investors Co Inc | 129,196 | $44.2M | 3.84% | 00.0% | Unchanged |
| Junto Capital Management LP | 132,925 | $45.4M | 1.15% | +44,170+49.8% | Added |
| Robeco Institutional Asset Management B.V. | 133,600 | $45.7M | 0.12% | +31,809+31.2% | Added |
| Citadel Advisors LLC | 133,704 | $45.7M | 0.05% | +70,862+112.8% | Added |
| Clearbridge Investments, LLC | 136,158 | $46.5M | 0.04% | +44,551+48.6% | Added |
| Jupiter Asset Management Ltd | 139,983 | $47.8M | 0.52% | +41,241+41.8% | Added |
| Qube Research & Technologies Ltd | 143,191 | $49.0M | 0.19% | +124,412+662.5% | Added |
| FIL Ltd | 149,241 | $51.0M | 0.06% | −22,558−13.1% | Reduced |
| Swiss National Bank | 154,900 | $53.0M | 0.04% | −500−0.3% | Reduced |
| Prana Capital Management, LP | 167,394 | $57.2M | 3.82% | +59,878+55.7% | Added |
| Amundi | 168,913 | $57.7M | 0.03% | +12,789+8.2% | Added |
| Virginia Retirement Systems Et Al | 173,285 | $59.2M | 0.57% | +12,300+7.6% | Added |
| Point72 Asset Management, L.P. | 177,433 | $60.7M | 0.21% | +153,985+656.7% | Added |
| Barclays PLC | 179,701 | $61.4M | 0.04% | +111,693+164.2% | Added |
| Bank of America Corp | 182,692 | $62.5M | 0.01% | −54,878−23.1% | Reduced |
| Man Group plc | 188,813 | $64.5M | 0.20% | – | – |
| Two Sigma Investments, LP | 191,665 | $65.5M | 0.18% | +139,887+270.2% | Added |
| UBS Asset Management Americas Inc | 217,228 | $77.8M | 0.04% | 00.0% | Unchanged |
| Zimmer Partners, LP | 237,500 | $81.2M | 2.03% | +237,500 | New |
| Earnest Partners LLC | 238,901 | $81.7M | 0.46% | −17,547−6.8% | Reduced |
| First Trust Advisors LP | 253,733 | $86.7M | 0.10% | −10,675−4.0% | Reduced |
| Ameriprise Financial Inc | 263,131 | $90.1M | 0.03% | −7,241−2.7% | Reduced |
| Polar Capital Holdings Plc | 280,000 | $95.7M | 0.66% | 00.0% | Unchanged |
| Egerton Capital (UK) LLP | 289,962 | $99.1M | 1.02% | −116,684−28.7% | Reduced |
| Legal & General Group Plc | 320,360 | $109.5M | 0.04% | +10,977+3.5% | Added |
| Charles Schwab Investment Management Inc | 340,101 | $116.3M | 0.03% | +24,860+7.9% | Added |
| Adage Capital Partners GP, L.L.C. | 352,681 | $120.6M | 0.26% | +83,500+31.0% | Added |
| FMR LLC | 385,864 | $131.9M | 0.01% | −88,458−18.6% | Reduced |
| AQR Capital Management LLC | 407,553 | $138.9M | 0.30% | +5,963+1.5% | Added |
| Northern Trust Corp | 416,397 | $142.3M | 0.03% | +17,847+4.5% | Added |
| Morgan Stanley | 430,729 | $147.2M | 0.01% | −11,788−2.7% | Reduced |
| Los Angeles Capital Management LLC | 436,905 | $149.4M | 0.60% | −131,821−23.2% | Reduced |
| Bain Capital Public Equity Management II, LLC | 462,548 | $158.1M | 9.11% | −45,534−9.0% | Reduced |
| Alliancebernstein L.P. | 499,954 | $170.9M | 0.07% | −45,648−8.4% | Reduced |
| Dimensional Fund Advisors LP | 532,216 | $181.9M | 0.06% | −107,807−16.8% | Reduced |
| Invesco Ltd. | 533,054 | $182.2M | 0.05% | +165,560+45.1% | Added |
| LSV Asset Management | 566,209 | $193.6M | 0.43% | −97,028−14.6% | Reduced |
| Norges Bank | 595,800 | $203.7M | 0.04% | +174,404+41.4% | Added |
| Massachusetts Financial Services Co | 597,660 | $204.3M | 0.07% | −334,969−35.9% | Reduced |
| Nuveen Asset Management, LLC | 760,481 | $260.0M | 0.09% | +106,162+16.2% | Added |
| Altrinsic Global Advisors LLC | 775,556 | $265.1M | 10.15% | +60,679+8.5% | Added |
| Bank of New York Mellon Corp | 850,736 | $290.8M | 0.06% | +190,183+28.8% | Added |
| Geode Capital Management, LLC | 924,843 | $315.4M | 0.04% | +92,565+11.1% | Added |
| Champlain Investment Partners, LLC | 1,005,900 | $343.9M | 2.12% | +2,595+0.3% | Added |
| Viking Global Investors LPSuperinvestorViking Global Investors | 1,038,182 | $354.9M | 1.45% | +1,038,182 | New |
| Victory Capital Management Inc | 1,164,001 | $397.9M | 0.44% | −13,598−1.2% | Reduced |
| Franklin Resources Inc | 1,230,501 | $420.6M | 0.20% | +194,127+18.7% | Added |
| Boston Partners | 1,264,687 | $432.4M | 0.58% | −359,075−22.1% | Reduced |
| Wellington Management Group LLP | 1,873,762 | $640.6M | 0.12% | +1,609,137+608.1% | Added |
| State Street Corp | 1,900,254 | $649.6M | 0.03% | +132,348+7.5% | Added |
| BlackRock Inc. | 3,190,851 | $1.09B | 0.03% | +248,108+8.4% | Added |
| Vanguard Group Inc | 5,323,607 | $1.82B | 0.04% | +437,150+8.9% | Added |
| Proequities, Inc. | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −246,221−100.0% | Sold out |
| Westfield Capital Management Co LP | 0 | $0 | 0.00% | −139,960−100.0% | Sold out |
| Gillson Capital LP | 0 | $0 | 0.00% | −130,166−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −106,568−100.0% | Sold out |
| Rhumbline Advisers | 0 | $0 | 0.00% | −76,661−100.0% | Sold out |
| Samlyn Capital, LLC | 0 | $0 | 0.00% | −51,401−100.0% | Sold out |
| Nuance Investments, LLC | 0 | $0 | 0.00% | −41,041−100.0% | Sold out |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −37,551−100.0% | Sold out |
| LMCG Investments, LLC | 0 | $0 | 0.00% | −37,501−100.0% | Sold out |
| Nepsis, Inc. | 0 | $0 | 0.00% | −27,566−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −21,592−100.0% | Sold out |
| Unigestion Holding SA | 0 | $0 | 0.00% | −7,834−100.0% | Sold out |
| Chase Investment Counsel Corp | 0 | $0 | 0.00% | −6,545−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −6,478−100.0% | Sold out |
| Patton Fund Management, Inc. | 0 | $0 | 0.00% | −5,695−100.0% | Sold out |
| Harel Insurance Investments & Financial Services Ltd. | 0 | $0 | 0.00% | −4,984−100.0% | Sold out |
| Scotia Capital Inc. | 0 | $0 | 0.00% | −4,197−100.0% | Sold out |