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 |
|---|---|---|---|---|---|
| Ethic Inc. | 4,175 | $1.55M | 0.05% | +1,071+34.5% | Added |
| JustInvest LLC | 4,197 | $1.56M | 0.05% | +160+4.0% | Added |
| First Manhattan Co | 4,200 | $1.56M | 0.01% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 4,231 | $1.57M | 0.02% | +803+23.4% | Added |
| Globeflex Capital L P | 4,307 | $1.60M | 0.19% | 00.0% | Unchanged |
| Chartwell Investment Partners, LLC | 4,538 | $1.69M | 0.07% | −125−2.7% | Reduced |
| Mariner, LLC | 4,569 | $1.70M | 0.00% | +872+23.6% | Added |
| Wealthfront Advisers LLC | 4,631 | $1.72M | 0.01% | −902−16.3% | Reduced |
| MML Investors Services, LLC | 4,666 | $1.73M | 0.01% | −366−7.3% | Reduced |
| Nissay Asset Management Corp | 4,687 | $1.74M | 0.02% | +148+3.3% | Added |
| Diversified Trust Co | 4,782 | $1.78M | 0.07% | −17−0.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 4,790 | $1.78M | 0.00% | +3,927+455.0% | Added |
| Great Lakes Advisors, LLC | 4,856 | $1.80M | 0.02% | +4,214+656.4% | Added |
| RBF Capital, LLC | 5,000 | $1.86M | 0.12% | 00.0% | Unchanged |
| Harbor Advisors LLC | 5,000 | $1.86M | 0.40% | +1,500+42.9% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 5,000 | $1.86M | 0.01% | +5,000 | New |
| Wedge Capital Management L L P | 5,005 | $1.86M | 0.04% | −8,630−63.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 5,028 | $1.87M | 0.02% | −389−7.2% | Reduced |
| Lowe Brockenbrough & Co Inc | 5,168 | $1.92M | 0.15% | −110−2.1% | Reduced |
| Assetmark, Inc | 5,205 | $1.93M | 0.01% | +600+13.0% | Added |
| Walleye Trading LLC | 5,228 | $1.94M | 0.05% | −475−8.3% | Reduced |
| ISAM Funds (UK) Ltd | 5,242 | $1.95M | 1.23% | +3,438+190.6% | Added |
| Bank of Nova Scotia | 5,257 | $1.95M | 0.01% | −13,283−71.6% | Reduced |
| Engineers Gate Manager LP | 5,267 | $1.96M | 0.07% | −12,439−70.3% | Reduced |
| 1832 Asset Management L.P. | 5,316 | $1.98M | 0.00% | −84−1.6% | Reduced |
| Trust Co of Toledo NA | 5,429 | $2.02M | 0.40% | −157−2.8% | Reduced |
| Cinctive Capital Management LP | 5,462 | $2.03M | 0.11% | −25,189−82.2% | Reduced |
| La Banque Postale Asset Management SA | 5,586 | $2.08M | 0.05% | +3,885+228.4% | Added |
| Desjardins Global Asset Management Inc. | 5,648 | $2.10M | 0.23% | +96+1.7% | Added |
| Mount Lucas Management LP | 5,654 | $2.10M | 0.80% | −213−3.6% | Reduced |
| Handelsbanken Fonder AB | 5,764 | $2.14M | 0.01% | 00.0% | Unchanged |
| Point72 Middle East FZE | 5,779 | $2.15M | 0.13% | +5,779 | New |
| CIBC Asset Management Inc | 5,810 | $2.16M | 0.01% | +388+7.2% | Added |
| Janus Henderson Group PLC | 5,861 | $2.18M | 0.00% | +279+5.0% | Added |
| Korea Investment CORP | 5,876 | $2.18M | 0.01% | −171−2.8% | Reduced |
| Cornercap Investment Counsel Inc | 5,920 | $2.20M | 0.40% | +210+3.7% | Added |
| Ostrum Asset Management | 6,026 | $2.24M | 0.21% | −82−1.3% | Reduced |
| Yousif Capital Management, LLC | 6,204 | $2.31M | 0.03% | −144−2.3% | Reduced |
| Janney Montgomery Scott LLC | 6,256 | $2.33M | 0.01% | +3,121+99.6% | Added |
| Ballast Asset Management, LP | 6,400 | $2.38M | 2.21% | +6,400 | New |
| Kempner Capital Management Inc. | 6,481 | $2.41M | 1.45% | 00.0% | Unchanged |
| Xponance, Inc. | 6,526 | $2.43M | 0.03% | −3,888−37.3% | Reduced |
| Gilman Hill Asset Management, LLC | 6,542 | $2.43M | 0.48% | +125+1.9% | Added |
| Swedbank AB | 6,549 | $2.43M | 0.00% | −4,921−42.9% | Reduced |
| Robertson Stephens Wealth Management, LLC | 6,605 | $2.45M | 0.17% | −81−1.2% | Reduced |
| Monument Capital Management | 6,656 | $2.47M | 0.83% | +6,656 | New |
| New York Life Investment Management LLC | 6,740 | $2.51M | 0.03% | +93+1.4% | Added |
| Thrivent Financial for Lutherans | 6,686 | $2.53M | 0.01% | +154+2.4% | Added |
| Tredje AP-fonden | 6,854 | $2.55M | 0.04% | −887−11.5% | Reduced |
| Neuberger Berman Group LLC | 6,902 | $2.57M | 0.00% | +787+12.9% | Added |
| CIBC World Markets Corp | 6,971 | $2.59M | 0.03% | −1,782−20.4% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 7,039 | $2.62M | 0.00% | −19,860−73.8% | Reduced |
| Anchor Capital Advisors LLC | 7,099 | $2.64M | 0.07% | −380−5.1% | Reduced |
| Signature Estate & Investment Advisors LLC | 7,145 | $2.66M | 0.09% | +291+4.2% | Added |
| Alaska Permanent Fund Corp | 7,235 | $2.69M | 0.05% | +31+0.4% | Added |
| Utah Retirement Systems | 7,340 | $2.73M | 0.04% | +73+1.0% | Added |
| IFM Investors Pty Ltd | 7,481 | $2.78M | 0.04% | +193+2.6% | Added |
| Old National Bancorp | 7,494 | $2.79M | 0.08% | −5,342−41.6% | Reduced |
| Czech National Bank | 7,586 | $2.82M | 0.04% | +2,511+49.5% | Added |
| Graphene Investments SAS | 7,600 | $2.82M | 1.98% | −700−8.4% | Reduced |
| US Bancorp | 7,799 | $2.90M | 0.00% | −86−1.1% | Reduced |
| Equitable Trust Co | 7,853 | $2.92M | 0.24% | 00.0% | Unchanged |
| Moran Wealth Management, LLC | 7,948 | $2.95M | 0.11% | +7,948 | New |
| Johnson Investment Counsel Inc | 8,392 | $3.12M | 0.04% | −85−1.0% | Reduced |
| USS Investment Management Ltd | 8,426 | $3.13M | 0.03% | +1,450+20.8% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 8,473 | $3.15M | 0.02% | −8,896−51.2% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 8,573 | $3.19M | 0.02% | +442+5.4% | Added |
| Dynamic Technology Lab Private Ltd | 8,677 | $3.23M | 0.32% | +2,708+45.4% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 8,727 | $3.24M | 0.03% | +1,249+16.7% | Added |
| Nicholas Investment Partners, LP | 8,760 | $3.26M | 0.24% | +268+3.2% | Added |
| Americana Partners, LLC | 8,732 | $3.27M | 0.35% | +3,438+64.9% | Added |
| Macquarie Group Ltd | 8,843 | $3.29M | 0.00% | +683+8.4% | Added |
| Texas Permanent School Fund | 8,971 | $3.33M | 0.03% | −249−2.7% | Reduced |
| Captrust Financial Advisors | 9,123 | $3.39M | 0.01% | −40.0% | Reduced |
| Investment Management Corp of Ontario | 9,526 | $3.54M | 0.14% | +7,535+378.5% | Added |
| Retirement Systems of Alabama | 9,815 | $3.65M | 0.02% | +71+0.7% | Added |
| Public Sector Pension Investment Board | 9,965 | $3.70M | 0.03% | +549+5.8% | Added |
| Agf Management Ltd | 10,074 | $3.74M | 0.03% | −739−6.8% | Reduced |
| LPL Financial LLC | 10,166 | $3.78M | 0.00% | +3,521+53.0% | Added |
| Federated Hermes, Inc. | 10,173 | $3.78M | 0.01% | +48+0.5% | Added |
| Fca Corp | 10,351 | $3.85M | 1.43% | +263+2.6% | Added |
| Twin Capital Management Inc | 10,399 | $3.86M | 0.56% | −717−6.5% | Reduced |
| MetLife Investment Management | 10,966 | $4.08M | 0.03% | −143−1.3% | Reduced |
| Oregon Public Employees Retirement Fund | 11,059 | $4.11M | 0.06% | −3,197−22.4% | Reduced |
| DnB Asset Management AS | 11,086 | $4.12M | 0.02% | +590+5.6% | Added |
| Nomura Asset Management Co Ltd | 11,109 | $4.13M | 0.02% | −2,284−17.1% | Reduced |
| ExodusPoint Capital Management, LP | 11,156 | $4.15M | 0.05% | +10,292+1,191.2% | Added |
| Summit Global Investments | 11,310 | $4.20M | 0.28% | +1,944+20.8% | Added |
| Gilder Gagnon Howe & Co LLC | 11,592 | $4.31M | 0.07% | −3,863−25.0% | Reduced |
| Arizona State Retirement System | 11,698 | $4.35M | 0.04% | −6−0.1% | Reduced |
| American International Group, Inc. | 11,713 | $4.35M | 0.03% | −93−0.8% | Reduced |
| Resources Investment Advisors, LLC. | 11,738 | $4.36M | 0.09% | +8+0.1% | Added |
| Mutual of America Capital Management LLC | 12,118 | $4.50M | 0.06% | −64−0.5% | Reduced |
| Credit Agricole S A | 12,178 | $4.53M | 0.14% | +1,898+18.5% | Added |
| Mirabella Financial Services LLP | 12,200 | $4.53M | 0.64% | +9,991+452.3% | Added |
| Swiss Life Asset Management Ltd | 12,255 | $4.55M | 0.07% | +9,863+412.3% | Added |
| Strategic Global Advisors, LLC | 12,625 | $4.69M | 0.78% | −617−4.7% | Reduced |
| Westwood Holdings Group Inc. | 12,668 | $4.71M | 0.04% | +64+0.5% | Added |
| State of Michigan Retirement System | 12,811 | $4.76M | 0.03% | −100−0.8% | Reduced |
| Shell Asset Management Co | 12,855 | $4.78M | 0.20% | −157−1.2% | Reduced |