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, Q3 2023
Institutional positions in Everest Group, Ltd. as of Sep 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
- 590
- +12 vs. Q2 2023
- Shares held
- 40.4M
- +377.1K (+0.9%) vs. Q2 2023
- Total value
- $15.1B
- +$1.42B (+10.4%) vs. Q2 2023
- New holders
- 71
- 224 more added
- Sold out
- 59
- 207 more reduced
4 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Everest Group, Ltd.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 5,386,751 | $2.00B | 0.05% | +63,144+1.2% | Added |
| BlackRock Inc. | 3,286,549 | $1.22B | 0.04% | +95,698+3.0% | Added |
| State Street Corp | 1,856,279 | $689.9M | 0.04% | −43,975−2.3% | Reduced |
| Wellington Management Group LLP | 1,815,374 | $674.7M | 0.14% | −58,388−3.1% | Reduced |
| Franklin Resources Inc | 1,308,213 | $486.2M | 0.25% | +77,712+6.3% | Added |
| Boston Partners | 1,233,344 | $458.4M | 0.63% | −31,343−2.5% | Reduced |
| Champlain Investment Partners, LLC | 1,003,440 | $372.9M | 2.42% | −2,460−0.2% | Reduced |
| Geode Capital Management, LLC | 959,620 | $355.9M | 0.04% | +34,777+3.8% | Added |
| Nuveen Asset Management, LLC | 902,926 | $335.6M | 0.12% | +142,445+18.7% | Added |
| Bank of New York Mellon Corp | 900,176 | $334.6M | 0.07% | +49,440+5.8% | Added |
| Viking Global Investors LPSuperinvestorViking Global Investors | 808,459 | $300.5M | 1.22% | −229,723−22.1% | Reduced |
| Altrinsic Global Advisors LLC | 748,788 | $278.3M | 10.74% | −26,768−3.5% | Reduced |
| Victory Capital Management Inc | 740,470 | $275.2M | 0.32% | −423,531−36.4% | Reduced |
| Invesco Ltd. | 593,487 | $220.6M | 0.06% | +60,433+11.3% | Added |
| Norges Bank | 545,181 | $202.6M | 0.04% | −50,619−8.5% | Reduced |
| AQR Capital Management LLC | 543,442 | $202.0M | 0.42% | +135,889+33.3% | Added |
| FMR LLC | 536,268 | $199.3M | 0.02% | +150,404+39.0% | Added |
| Massachusetts Financial Services Co | 529,682 | $196.9M | 0.07% | −67,978−11.4% | Reduced |
| LSV Asset Management | 491,649 | $182.7M | 0.43% | −74,560−13.2% | Reduced |
| Alliancebernstein L.P. | 485,739 | $180.5M | 0.08% | −14,215−2.8% | Reduced |
| Dimensional Fund Advisors LP | 466,821 | $173.5M | 0.06% | −65,395−12.3% | Reduced |
| Morgan Stanley | 455,376 | $169.3M | 0.02% | +24,647+5.7% | Added |
| Los Angeles Capital Management LLC | 440,074 | $163.6M | 0.69% | +3,169+0.7% | Added |
| Northern Trust Corp | 433,108 | $161.0M | 0.03% | +16,711+4.0% | Added |
| Bain Capital Public Equity Management II, LLC | 426,909 | $158.7M | 8.51% | −35,639−7.7% | Reduced |
| Charles Schwab Investment Management Inc | 367,488 | $136.6M | 0.04% | +27,387+8.1% | Added |
| Balyasny Asset Management LLC | 333,193 | $123.8M | 0.35% | +225,406+209.1% | Added |
| Ameriprise Financial Inc | 320,126 | $119.5M | 0.04% | +56,995+21.7% | Added |
| Legal & General Group Plc | 315,833 | $117.4M | 0.04% | −4,527−1.4% | Reduced |
| Clearbridge Investments, LLC | 286,190 | $106.4M | 0.10% | +150,032+110.2% | Added |
| Polar Capital Holdings Plc | 280,000 | $104.1M | 0.77% | 00.0% | Unchanged |
| William Blair Investment Management, LLC | 263,788 | $98.0M | 0.33% | +263,788 | New |
| Earnest Partners LLC | 233,102 | $86.6M | 0.50% | −5,799−2.4% | Reduced |
| UBS Asset Management Americas Inc | 229,981 | $85.5M | 0.04% | +12,753+5.9% | Added |
| Man Group plc | – | $83.6M | 0.26% | – | – |
| Egerton Capital (UK) LLP | 223,093 | $82.9M | 0.96% | −66,869−23.1% | Reduced |
| HSBC Holdings PLC | 215,795 | $80.4M | 0.09% | +133,756+163.0% | Added |
| Point72 Asset Management, L.P. | 212,253 | $78.9M | 0.27% | +34,820+19.6% | Added |
| Adage Capital Partners GP, L.L.C. | 203,181 | $75.5M | 0.17% | −149,500−42.4% | Reduced |
| Amundi | 186,898 | $74.5M | 0.04% | +17,985+10.6% | Added |
| Jupiter Asset Management Ltd | 188,427 | $70.0M | 0.77% | +48,444+34.6% | Added |
| Bank of America Corp | 178,358 | $66.3M | 0.01% | −4,334−2.4% | Reduced |
| Virginia Retirement Systems Et Al | 177,985 | $66.2M | 0.65% | +4,700+2.7% | Added |
| Goldman Sachs Group Inc | 176,990 | $65.8M | 0.02% | +89,987+103.4% | Added |
| Junto Capital Management LP | 170,731 | $63.5M | 1.50% | +37,806+28.4% | Added |
| Prana Capital Management, LP | 167,017 | $62.1M | 4.03% | −377−0.2% | Reduced |
| Schroder Investment Management Group | 161,461 | $60.0M | 0.09% | +33,493+26.2% | Added |
| Barclays PLC | 158,248 | $58.8M | 0.04% | −21,453−11.9% | Reduced |
| Echo Street Capital Management LLC | 158,216 | $58.8M | 0.55% | +42,333+36.5% | Added |
| Two Sigma Investments, LP | 153,333 | $57.0M | 0.16% | −38,332−20.0% | Reduced |
| Marshall Wace, LLP | 148,114 | $55.0M | 0.12% | +20,670+16.2% | Added |
| Citadel Advisors LLC | 142,951 | $53.1M | 0.06% | +9,247+6.9% | Added |
| Robeco Institutional Asset Management B.V. | 140,990 | $52.4M | 0.14% | +7,390+5.5% | Added |
| Swiss National Bank | 138,000 | $51.3M | 0.04% | −16,900−10.9% | Reduced |
| Schonfeld Strategic Advisors LLC | 137,375 | $51.1M | 0.47% | +41,075+42.7% | Added |
| FIL Ltd | 132,900 | $49.4M | 0.06% | −16,341−10.9% | Reduced |
| General American Investors Co Inc | 129,196 | $48.0M | 4.30% | 00.0% | Unchanged |
| Regions Financial Corp | 125,332 | $46.6M | 0.42% | −3,812−3.0% | Reduced |
| Storebrand Asset Management AS | 115,721 | $43.0M | 0.21% | +10,342+9.8% | Added |
| Deutsche Bank AG | 114,107 | $42.4M | 0.03% | +29,376+34.7% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 112,521 | $41.8M | 0.03% | +78+0.1% | Added |
| Zimmer Partners, LP | 112,500 | $41.8M | 1.10% | −125,000−52.6% | Reduced |
| SEI Investments Co | 109,320 | $40.6M | 0.07% | −7,514−6.4% | Reduced |
| Bank of Montreal | 103,867 | $39.6M | 0.02% | +30,759+42.1% | Added |
| Millennium Management LLC | 101,061 | $37.6M | 0.04% | +101,061 | New |
| Zweig-DiMenna Associates LLC | 98,170 | $36.5M | 4.39% | +2,670+2.8% | Added |
| Martingale Asset Management L P | 96,404 | $35.8M | 0.75% | +96,404 | New |
| Systematic Financial Management LP | 95,781 | $35.6M | 1.15% | −2,054−2.1% | Reduced |
| Cramer Rosenthal McGlynn LLC | 94,491 | $35.1M | 1.96% | −5,536−5.5% | Reduced |
| Gillson Capital LP | 93,955 | $34.9M | 2.59% | +93,955 | New |
| Qube Research & Technologies Ltd | 93,140 | $34.6M | 0.10% | −50,051−35.0% | Reduced |
| APG Asset Management N.V. | 90,422 | $33.6M | 0.07% | −205−0.2% | Reduced |
| Jacobs Levy Equity Management, Inc | 85,190 | $31.7M | 0.19% | −12,296−12.6% | Reduced |
| Rhumbline Advisers | 85,086 | $31.6M | 0.04% | +85,086 | New |
| Interval Partners, LP | 85,068 | $31.6M | 1.30% | +62,937+284.4% | Added |
| California Public Employees Retirement System | 84,989 | $31.6M | 0.03% | +1,073+1.3% | Added |
| Scout Investments, Inc. | 84,010 | $31.6M | 0.72% | +6,072+7.8% | Added |
| STRS Ohio | 84,094 | $31.3M | 0.14% | −29,938−26.3% | Reduced |
| Renaissance Group LLC | 83,566 | $31.1M | 1.42% | +83,566 | New |
| Squarepoint Ops LLC | 75,809 | $28.2M | 0.14% | +35,261+87.0% | Added |
| Jane Street Group, LLC | 74,088 | $27.5M | 0.04% | +56,395+318.7% | Added |
| Credit Suisse AG | 73,689 | $27.4M | 0.03% | +5,152+7.5% | Added |
| Lazard Asset Management LLC | 72,023 | $26.8M | 0.04% | −6,324−8.1% | Reduced |
| Caisse de Depot Et Placement du Quebec | 69,955 | $26.0M | 0.07% | +605+0.9% | Added |
| Epoch Investment Partners, Inc. | 69,281 | $25.7M | 0.16% | −29,319−29.7% | Reduced |
| California State Teachers Retirement System | 67,065 | $24.9M | 0.04% | −2,843−4.1% | Reduced |
| Price T Rowe Associates Inc | 67,002 | $24.9M | 0.00% | +54+0.1% | Added |
| Royal Bank of Canada | 64,803 | $24.1M | 0.01% | −3,513−5.1% | Reduced |
| UBS Group AG | 64,160 | $23.8M | 0.01% | −13,697−17.6% | Reduced |
| CWM, LLC | 64,101 | $23.8M | 0.15% | −8,385−11.6% | Reduced |
| American Century Companies Inc | 63,131 | $23.5M | 0.02% | +15,449+32.4% | Added |
| JPMorgan Chase & Co | 63,119 | $23.5M | 0.00% | +11,571+22.4% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 61,839 | $23.0M | 0.07% | +18,288+42.0% | Added |
| TCTC Holdings, LLC | 60,850 | $22.6M | 0.87% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 57,594 | $21.4M | 0.05% | −51−0.1% | Reduced |
| Candriam Luxembourg S.C.A. | 57,124 | $21.2M | 0.17% | +31,451+122.5% | Added |
| State of Tennessee, Treasury Department | 55,588 | $20.7M | 0.08% | +18,808+51.1% | Added |
| Two Sigma Advisers, LP | 55,400 | $20.6M | 0.05% | +24,500+79.3% | Added |
| Trexquant Investment LP | 55,322 | $20.6M | 0.52% | +33,606+154.8% | Added |
| Cubist Systematic Strategies, LLC | 54,214 | $20.1M | 0.25% | +24,742+84.0% | Added |