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 |
|---|---|---|---|---|---|
| Foster & Motley Inc | 12,861 | $4.78M | 0.39% | +300+2.4% | Added |
| ProShare Advisors LLC | 12,870 | $4.78M | 0.01% | +3,197+33.1% | Added |
| Cary Street Partners Asset Management LLC | 12,984 | $4.83M | 0.90% | −233−1.8% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 13,087 | $4.86M | 0.06% | −300−2.2% | Reduced |
| Abn Amro Investment Solutions | 13,200 | $4.91M | 0.10% | +1,445+12.3% | Added |
| HRT Financial LP | 13,674 | $5.08M | 0.05% | +7,967+139.6% | Added |
| PGGM Investments | 13,686 | $5.09M | 0.09% | 00.0% | Unchanged |
| New Vernon Investment Management LLC | 14,011 | $5.21M | 7.96% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 14,348 | $5.34M | 0.01% | −1,277−8.2% | Reduced |
| Prudential PLC | 14,495 | $5.39M | 0.06% | +212+1.5% | Added |
| Rafferty Asset Management, LLC | 14,567 | $5.41M | 0.03% | +800+5.8% | Added |
| DekaBank Deutsche Girozentrale | 14,386 | $5.42M | 0.01% | +458+3.3% | Added |
| Leuthold Group, LLC | 14,776 | $5.49M | 0.77% | +12,578+572.2% | Added |
| Standard Life Aberdeen plc | 15,149 | $5.63M | 0.01% | +4,649+44.3% | Added |
| Prudential Financial Inc | 15,354 | $5.71M | 0.01% | −10−0.1% | Reduced |
| Cary Street Partner Investment Advisory LLC | 16,160 | $6.01M | 0.32% | +12,959+404.8% | Added |
| Clear Harbor Asset Management, LLC | 16,620 | $6.18M | 0.64% | +80.0% | Added |
| Asset Management One Co.,Ltd. | 16,737 | $6.22M | 0.03% | −200−1.2% | Reduced |
| State of Alaska, Department of Revenue | 17,002 | $6.32M | 0.08% | −110−0.6% | Reduced |
| First Trust Advisors LP | 17,038 | $6.33M | 0.01% | −236,695−93.3% | Reduced |
| Amalgamated Bank | 17,244 | $6.41M | 0.05% | +4,125+31.4% | Added |
| Nisa Investment Advisors, LLC | 17,631 | $6.55M | 0.05% | −6,023−25.5% | Reduced |
| Royal London Asset Management Ltd | 17,782 | $6.61M | 0.02% | +620+3.6% | Added |
| Teacher Retirement System of Texas | 18,106 | $6.73M | 0.04% | −2,541−12.3% | Reduced |
| Vinva Investment Management Ltd | 17,875 | $6.82M | 0.65% | −135−0.7% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 18,372 | $6.83M | 0.04% | +1,319+7.7% | Added |
| Wells Fargo & Company | 18,385 | $6.83M | 0.00% | +6,223+51.2% | Added |
| CI Private Wealth, LLC | 18,734 | $6.96M | 0.02% | −378−2.0% | Reduced |
| Bridgewater Associates, LP | 18,740 | $6.97M | 0.04% | +3,580+23.6% | Added |
| Walleye Capital LLC | 18,893 | $7.02M | 0.10% | +18,893 | New |
| Envestnet Asset Management Inc | 18,978 | $7.05M | 0.00% | −25,224−57.1% | Reduced |
| Verition Fund Management LLC | 18,984 | $7.06M | 0.09% | +16,184+578.0% | Added |
| Driehaus Capital Management LLC | 19,503 | $7.25M | 0.09% | +19,503 | New |
| Mn Services Vermogensbeheer B.V. | 20,400 | $7.58M | 0.07% | 00.0% | Unchanged |
| Aviva PLC | 22,128 | $8.22M | 0.03% | +7,121+47.5% | Added |
| Bokf, NA | 20,853 | $8.25M | 0.18% | +1,109+5.6% | Added |
| Pictet Asset Management Holding SA | 22,265 | $8.28M | 0.01% | +22,265 | New |
| Employees Retirement System of Texas | 22,451 | $8.34M | 0.12% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 22,521 | $8.37M | 0.16% | +9,240+69.6% | Added |
| BNP Paribas Arbitrage, SA | 22,703 | $8.44M | 0.02% | −6,217−21.5% | Reduced |
| Andra AP-fonden | 23,600 | $8.77M | 0.52% | −1,900−7.5% | Reduced |
| Raymond James & Associates | 24,012 | $8.92M | 0.01% | +4,713+24.4% | Added |
| Tudor Investment Corp Et Al | 24,095 | $8.96M | 0.13% | −30,193−55.6% | Reduced |
| State of New Jersey Common Pension Fund D | 24,107 | $8.96M | 0.03% | 00.0% | Unchanged |
| Chevy Chase Trust Holdings, Inc. | 24,398 | $9.07M | 0.04% | +504+2.1% | Added |
| LS Investment Advisors, LLC | 24,737 | $9.19M | 1.73% | −830−3.2% | Reduced |
| Sit Investment Associates Inc | 25,354 | $9.42M | 0.26% | −2,420−8.7% | Reduced |
| Buckingham Capital Management, Inc. | 26,229 | $9.75M | 1.49% | +784+3.1% | Added |
| Allianz Asset Management GmbH | 26,741 | $9.94M | 0.02% | +22,913+598.6% | Added |
| KBC Group NV | 27,227 | $10.1M | 0.04% | −2,855−9.5% | Reduced |
| Worldquant Millennium Advisors LLC | 27,734 | $10.3M | 0.16% | +2,905+11.7% | Added |
| Treasurer of the State of North Carolina | 28,925 | $10.8M | 0.06% | +6,785+30.6% | Added |
| Bain Capital Public Equity, LP | 29,300 | $10.9M | 9.50% | −2,414−7.6% | Reduced |
| Ensign Peak Advisors, Inc | 29,697 | $11.0M | 0.02% | +3,243+12.3% | Added |
| Susquehanna International Group, LLP | 30,703 | $11.4M | 0.02% | −403−1.3% | Reduced |
| Te Ahumairangi Investment Management Ltd | 30,742 | $11.4M | 1.86% | −6,585−17.6% | Reduced |
| Northwest & Ethical Investments L.P. | 30,800 | $11.4M | 0.38% | −2,595−7.8% | Reduced |
| Frontier Capital Management Co LLC | 31,333 | $11.6M | 0.13% | −311−1.0% | Reduced |
| Great West Life Assurance Co | 31,694 | $11.8M | 0.03% | +443+1.4% | Added |
| Canada Pension Plan Investment Board | 32,700 | $12.2M | 0.02% | +13,400+69.4% | Added |
| Glenmede Trust Co NA | 32,886 | $12.2M | 0.07% | −531−1.6% | Reduced |
| Mercer Global Advisors Inc | 32,921 | $12.2M | 0.05% | +3,366+11.4% | Added |
| Manufacturers Life Insurance Company, The | 33,925 | $12.6M | 0.01% | +2,543+8.1% | Added |
| Hancock Whitney Corp | 34,727 | $12.9M | 0.53% | +458+1.3% | Added |
| QRG Capital Management, Inc. | 35,056 | $13.0M | 0.23% | +35,056 | New |
| LMCG Investments, LLC | 35,514 | $13.2M | 0.89% | +35,514 | New |
| Philadelphia Financial Management of San Francisco, LLC | 36,046 | $13.4M | 3.88% | +5,033+16.2% | Added |
| Pathstone Family Office, LLC | 36,432 | $13.5M | 0.11% | +5,114+16.3% | Added |
| State of Wisconsin Investment Board | 37,443 | $13.9M | 0.04% | −20,019−34.8% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 37,919 | $14.1M | 0.04% | −400−1.0% | Reduced |
| Prospector Partners LLC | 38,325 | $14.2M | 1.99% | +183+0.5% | Added |
| State Board of Administration of Florida Retirement System | 39,657 | $14.7M | 0.03% | −2,720−6.4% | Reduced |
| Natixis Advisors, L.P. | 40,047 | $14.9M | 0.05% | +23,246+138.4% | Added |
| TD Asset Management Inc | 41,116 | $15.3M | 0.02% | +9,573+30.3% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 41,381 | $15.4M | 0.03% | +5,269+14.6% | Added |
| Intech Investment Management LLC | 42,051 | $15.6M | 0.23% | −3,957−8.6% | Reduced |
| Voya Investment Management LLC | 42,728 | $15.9M | 0.02% | +1,258+3.0% | Added |
| Weiss Multi-Strategy Advisers LLC | 43,029 | $16.0M | 0.39% | +660+1.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 43,589 | $16.2M | 0.07% | −16,136−27.0% | Reduced |
| Davis Selected Advisers | 43,655 | $16.2M | 0.10% | −1,203−2.7% | Reduced |
| Boston Trust Walden Corp | 44,144 | $16.4M | 0.14% | −131−0.3% | Reduced |
| Castle Hook Partners LP | 47,302 | $17.6M | 1.18% | −47,379−50.0% | Reduced |
| Grace & White Inc | 47,482 | $17.6M | 3.29% | −225−0.5% | Reduced |
| Citigroup Inc | 48,049 | $17.9M | 0.03% | +4,041+9.2% | Added |
| New York State Common Retirement Fund | 48,530 | $18.0M | 0.03% | −6,276−11.5% | Reduced |
| Capital Fund Management S.A. | 49,935 | $18.6M | 0.25% | +2,350+4.9% | Added |
| Toronto Dominion Bank | 50,063 | $18.6M | 0.03% | +9,343+22.9% | Added |
| Russell Investments Group, Ltd. | 50,430 | $18.7M | 0.04% | −5,155−9.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 50,916 | $18.9M | 0.03% | −67,385−57.0% | Reduced |
| Principal Financial Group Inc | 52,042 | $19.3M | 0.01% | +857+1.7% | Added |
| Cubist Systematic Strategies, LLC | 54,214 | $20.1M | 0.25% | +24,742+84.0% | Added |
| Trexquant Investment LP | 55,322 | $20.6M | 0.52% | +33,606+154.8% | Added |
| Two Sigma Advisers, LP | 55,400 | $20.6M | 0.05% | +24,500+79.3% | Added |
| State of Tennessee, Treasury Department | 55,588 | $20.7M | 0.08% | +18,808+51.1% | Added |
| Candriam Luxembourg S.C.A. | 57,124 | $21.2M | 0.17% | +31,451+122.5% | Added |
| New York State Teachers Retirement System | 57,594 | $21.4M | 0.05% | −51−0.1% | Reduced |
| TCTC Holdings, LLC | 60,850 | $22.6M | 0.87% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 61,839 | $23.0M | 0.07% | +18,288+42.0% | Added |
| JPMorgan Chase & Co | 63,119 | $23.5M | 0.00% | +11,571+22.4% | Added |
| American Century Companies Inc | 63,131 | $23.5M | 0.02% | +15,449+32.4% | Added |