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 |
|---|---|---|---|---|---|
| CWM, LLC | 64,101 | $23.8M | 0.15% | −8,385−11.6% | Reduced |
| UBS Group AG | 64,160 | $23.8M | 0.01% | −13,697−17.6% | Reduced |
| Royal Bank of Canada | 64,803 | $24.1M | 0.01% | −3,513−5.1% | Reduced |
| Price T Rowe Associates Inc | 67,002 | $24.9M | 0.00% | +54+0.1% | Added |
| California State Teachers Retirement System | 67,065 | $24.9M | 0.04% | −2,843−4.1% | Reduced |
| Epoch Investment Partners, Inc. | 69,281 | $25.7M | 0.16% | −29,319−29.7% | Reduced |
| Caisse de Depot Et Placement du Quebec | 69,955 | $26.0M | 0.07% | +605+0.9% | Added |
| Lazard Asset Management LLC | 72,023 | $26.8M | 0.04% | −6,324−8.1% | Reduced |
| Credit Suisse AG | 73,689 | $27.4M | 0.03% | +5,152+7.5% | Added |
| Jane Street Group, LLC | 74,088 | $27.5M | 0.04% | +56,395+318.7% | Added |
| Squarepoint Ops LLC | 75,809 | $28.2M | 0.14% | +35,261+87.0% | Added |
| Renaissance Group LLC | 83,566 | $31.1M | 1.42% | +83,566 | New |
| STRS Ohio | 84,094 | $31.3M | 0.14% | −29,938−26.3% | Reduced |
| Scout Investments, Inc. | 84,010 | $31.6M | 0.72% | +6,072+7.8% | Added |
| California Public Employees Retirement System | 84,989 | $31.6M | 0.03% | +1,073+1.3% | Added |
| Interval Partners, LP | 85,068 | $31.6M | 1.30% | +62,937+284.4% | Added |
| Rhumbline Advisers | 85,086 | $31.6M | 0.04% | +85,086 | New |
| Jacobs Levy Equity Management, Inc | 85,190 | $31.7M | 0.19% | −12,296−12.6% | Reduced |
| APG Asset Management N.V. | 90,422 | $33.6M | 0.07% | −205−0.2% | Reduced |
| Qube Research & Technologies Ltd | 93,140 | $34.6M | 0.10% | −50,051−35.0% | Reduced |
| Gillson Capital LP | 93,955 | $34.9M | 2.59% | +93,955 | New |
| Cramer Rosenthal McGlynn LLC | 94,491 | $35.1M | 1.96% | −5,536−5.5% | Reduced |
| Systematic Financial Management LP | 95,781 | $35.6M | 1.15% | −2,054−2.1% | Reduced |
| Martingale Asset Management L P | 96,404 | $35.8M | 0.75% | +96,404 | New |
| Zweig-DiMenna Associates LLC | 98,170 | $36.5M | 4.39% | +2,670+2.8% | Added |
| Millennium Management LLC | 101,061 | $37.6M | 0.04% | +101,061 | New |
| Bank of Montreal | 103,867 | $39.6M | 0.02% | +30,759+42.1% | Added |
| SEI Investments Co | 109,320 | $40.6M | 0.07% | −7,514−6.4% | Reduced |
| Zimmer Partners, LP | 112,500 | $41.8M | 1.10% | −125,000−52.6% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 112,521 | $41.8M | 0.03% | +78+0.1% | Added |
| Deutsche Bank AG | 114,107 | $42.4M | 0.03% | +29,376+34.7% | Added |
| Storebrand Asset Management AS | 115,721 | $43.0M | 0.21% | +10,342+9.8% | Added |
| Regions Financial Corp | 125,332 | $46.6M | 0.42% | −3,812−3.0% | Reduced |
| General American Investors Co Inc | 129,196 | $48.0M | 4.30% | 00.0% | Unchanged |
| FIL Ltd | 132,900 | $49.4M | 0.06% | −16,341−10.9% | Reduced |
| Schonfeld Strategic Advisors LLC | 137,375 | $51.1M | 0.47% | +41,075+42.7% | Added |
| Swiss National Bank | 138,000 | $51.3M | 0.04% | −16,900−10.9% | Reduced |
| Robeco Institutional Asset Management B.V. | 140,990 | $52.4M | 0.14% | +7,390+5.5% | Added |
| Citadel Advisors LLC | 142,951 | $53.1M | 0.06% | +9,247+6.9% | Added |
| Marshall Wace, LLP | 148,114 | $55.0M | 0.12% | +20,670+16.2% | Added |
| Two Sigma Investments, LP | 153,333 | $57.0M | 0.16% | −38,332−20.0% | Reduced |
| Echo Street Capital Management LLC | 158,216 | $58.8M | 0.55% | +42,333+36.5% | Added |
| Barclays PLC | 158,248 | $58.8M | 0.04% | −21,453−11.9% | Reduced |
| Schroder Investment Management Group | 161,461 | $60.0M | 0.09% | +33,493+26.2% | Added |
| Prana Capital Management, LP | 167,017 | $62.1M | 4.03% | −377−0.2% | Reduced |
| Junto Capital Management LP | 170,731 | $63.5M | 1.50% | +37,806+28.4% | Added |
| Goldman Sachs Group Inc | 176,990 | $65.8M | 0.02% | +89,987+103.4% | Added |
| Virginia Retirement Systems Et Al | 177,985 | $66.2M | 0.65% | +4,700+2.7% | Added |
| Bank of America Corp | 178,358 | $66.3M | 0.01% | −4,334−2.4% | Reduced |
| Jupiter Asset Management Ltd | 188,427 | $70.0M | 0.77% | +48,444+34.6% | Added |
| Amundi | 186,898 | $74.5M | 0.04% | +17,985+10.6% | Added |
| Adage Capital Partners GP, L.L.C. | 203,181 | $75.5M | 0.17% | −149,500−42.4% | Reduced |
| Point72 Asset Management, L.P. | 212,253 | $78.9M | 0.27% | +34,820+19.6% | Added |
| HSBC Holdings PLC | 215,795 | $80.4M | 0.09% | +133,756+163.0% | Added |
| Egerton Capital (UK) LLP | 223,093 | $82.9M | 0.96% | −66,869−23.1% | Reduced |
| Man Group plc | – | $83.6M | 0.26% | – | – |
| UBS Asset Management Americas Inc | 229,981 | $85.5M | 0.04% | +12,753+5.9% | Added |
| Earnest Partners LLC | 233,102 | $86.6M | 0.50% | −5,799−2.4% | Reduced |
| William Blair Investment Management, LLC | 263,788 | $98.0M | 0.33% | +263,788 | New |
| Polar Capital Holdings Plc | 280,000 | $104.1M | 0.77% | 00.0% | Unchanged |
| Clearbridge Investments, LLC | 286,190 | $106.4M | 0.10% | +150,032+110.2% | Added |
| Legal & General Group Plc | 315,833 | $117.4M | 0.04% | −4,527−1.4% | Reduced |
| Ameriprise Financial Inc | 320,126 | $119.5M | 0.04% | +56,995+21.7% | Added |
| Balyasny Asset Management LLC | 333,193 | $123.8M | 0.35% | +225,406+209.1% | Added |
| Charles Schwab Investment Management Inc | 367,488 | $136.6M | 0.04% | +27,387+8.1% | Added |
| Bain Capital Public Equity Management II, LLC | 426,909 | $158.7M | 8.51% | −35,639−7.7% | Reduced |
| Northern Trust Corp | 433,108 | $161.0M | 0.03% | +16,711+4.0% | Added |
| Los Angeles Capital Management LLC | 440,074 | $163.6M | 0.69% | +3,169+0.7% | Added |
| Morgan Stanley | 455,376 | $169.3M | 0.02% | +24,647+5.7% | Added |
| Dimensional Fund Advisors LP | 466,821 | $173.5M | 0.06% | −65,395−12.3% | Reduced |
| Alliancebernstein L.P. | 485,739 | $180.5M | 0.08% | −14,215−2.8% | Reduced |
| LSV Asset Management | 491,649 | $182.7M | 0.43% | −74,560−13.2% | Reduced |
| Massachusetts Financial Services Co | 529,682 | $196.9M | 0.07% | −67,978−11.4% | Reduced |
| FMR LLC | 536,268 | $199.3M | 0.02% | +150,404+39.0% | Added |
| AQR Capital Management LLC | 543,442 | $202.0M | 0.42% | +135,889+33.3% | Added |
| Norges Bank | 545,181 | $202.6M | 0.04% | −50,619−8.5% | Reduced |
| Invesco Ltd. | 593,487 | $220.6M | 0.06% | +60,433+11.3% | Added |
| Victory Capital Management Inc | 740,470 | $275.2M | 0.32% | −423,531−36.4% | Reduced |
| Altrinsic Global Advisors LLC | 748,788 | $278.3M | 10.74% | −26,768−3.5% | Reduced |
| Viking Global Investors LPSuperinvestorViking Global Investors | 808,459 | $300.5M | 1.22% | −229,723−22.1% | Reduced |
| Bank of New York Mellon Corp | 900,176 | $334.6M | 0.07% | +49,440+5.8% | Added |
| Nuveen Asset Management, LLC | 902,926 | $335.6M | 0.12% | +142,445+18.7% | Added |
| Geode Capital Management, LLC | 959,620 | $355.9M | 0.04% | +34,777+3.8% | Added |
| Champlain Investment Partners, LLC | 1,003,440 | $372.9M | 2.42% | −2,460−0.2% | Reduced |
| Boston Partners | 1,233,344 | $458.4M | 0.63% | −31,343−2.5% | Reduced |
| Franklin Resources Inc | 1,308,213 | $486.2M | 0.25% | +77,712+6.3% | Added |
| Wellington Management Group LLP | 1,815,374 | $674.7M | 0.14% | −58,388−3.1% | Reduced |
| State Street Corp | 1,856,279 | $689.9M | 0.04% | −43,975−2.3% | Reduced |
| BlackRock Inc. | 3,286,549 | $1.22B | 0.04% | +95,698+3.0% | Added |
| Vanguard Group Inc | 5,386,751 | $2.00B | 0.05% | +63,144+1.2% | Added |
| TD Ameritrade Investment Management, LLC | 0 | $0 | 0.00% | −48−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −73,585−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −67,548−100.0% | Sold out |
| Ghisallo Capital Management LLC | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −43,000−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −31,340−100.0% | Sold out |
| Brandywine Global Investment Management, LLC | 0 | $0 | 0.00% | −23,642−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −13,762−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −8,802−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −7,622−100.0% | Sold out |