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 |
|---|---|---|---|---|---|
| Principal Financial Group Inc | 52,042 | $19.3M | 0.01% | +857+1.7% | Added |
| Allspring Global Investments Holdings, LLC | 50,916 | $18.9M | 0.03% | −67,385−57.0% | Reduced |
| Russell Investments Group, Ltd. | 50,430 | $18.7M | 0.04% | −5,155−9.3% | Reduced |
| Toronto Dominion Bank | 50,063 | $18.6M | 0.03% | +9,343+22.9% | Added |
| Capital Fund Management S.A. | 49,935 | $18.6M | 0.25% | +2,350+4.9% | Added |
| New York State Common Retirement Fund | 48,530 | $18.0M | 0.03% | −6,276−11.5% | Reduced |
| Citigroup Inc | 48,049 | $17.9M | 0.03% | +4,041+9.2% | Added |
| Grace & White Inc | 47,482 | $17.6M | 3.29% | −225−0.5% | Reduced |
| Castle Hook Partners LP | 47,302 | $17.6M | 1.18% | −47,379−50.0% | Reduced |
| Boston Trust Walden Corp | 44,144 | $16.4M | 0.14% | −131−0.3% | Reduced |
| Davis Selected Advisers | 43,655 | $16.2M | 0.10% | −1,203−2.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 43,589 | $16.2M | 0.07% | −16,136−27.0% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 43,029 | $16.0M | 0.39% | +660+1.6% | Added |
| Voya Investment Management LLC | 42,728 | $15.9M | 0.02% | +1,258+3.0% | Added |
| Intech Investment Management LLC | 42,051 | $15.6M | 0.23% | −3,957−8.6% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 41,381 | $15.4M | 0.03% | +5,269+14.6% | Added |
| TD Asset Management Inc | 41,116 | $15.3M | 0.02% | +9,573+30.3% | Added |
| Natixis Advisors, L.P. | 40,047 | $14.9M | 0.05% | +23,246+138.4% | Added |
| State Board of Administration of Florida Retirement System | 39,657 | $14.7M | 0.03% | −2,720−6.4% | Reduced |
| Prospector Partners LLC | 38,325 | $14.2M | 1.99% | +183+0.5% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 37,919 | $14.1M | 0.04% | −400−1.0% | Reduced |
| State of Wisconsin Investment Board | 37,443 | $13.9M | 0.04% | −20,019−34.8% | Reduced |
| Pathstone Family Office, LLC | 36,432 | $13.5M | 0.11% | +5,114+16.3% | Added |
| Philadelphia Financial Management of San Francisco, LLC | 36,046 | $13.4M | 3.88% | +5,033+16.2% | Added |
| LMCG Investments, LLC | 35,514 | $13.2M | 0.89% | +35,514 | New |
| QRG Capital Management, Inc. | 35,056 | $13.0M | 0.23% | +35,056 | New |
| Hancock Whitney Corp | 34,727 | $12.9M | 0.53% | +458+1.3% | Added |
| Manufacturers Life Insurance Company, The | 33,925 | $12.6M | 0.01% | +2,543+8.1% | Added |
| Mercer Global Advisors Inc | 32,921 | $12.2M | 0.05% | +3,366+11.4% | Added |
| Glenmede Trust Co NA | 32,886 | $12.2M | 0.07% | −531−1.6% | Reduced |
| Canada Pension Plan Investment Board | 32,700 | $12.2M | 0.02% | +13,400+69.4% | Added |
| Great West Life Assurance Co | 31,694 | $11.8M | 0.03% | +443+1.4% | Added |
| Frontier Capital Management Co LLC | 31,333 | $11.6M | 0.13% | −311−1.0% | Reduced |
| Northwest & Ethical Investments L.P. | 30,800 | $11.4M | 0.38% | −2,595−7.8% | Reduced |
| Te Ahumairangi Investment Management Ltd | 30,742 | $11.4M | 1.86% | −6,585−17.6% | Reduced |
| Susquehanna International Group, LLP | 30,703 | $11.4M | 0.02% | −403−1.3% | Reduced |
| Ensign Peak Advisors, Inc | 29,697 | $11.0M | 0.02% | +3,243+12.3% | Added |
| Bain Capital Public Equity, LP | 29,300 | $10.9M | 9.50% | −2,414−7.6% | Reduced |
| Treasurer of the State of North Carolina | 28,925 | $10.8M | 0.06% | +6,785+30.6% | Added |
| Worldquant Millennium Advisors LLC | 27,734 | $10.3M | 0.16% | +2,905+11.7% | Added |
| KBC Group NV | 27,227 | $10.1M | 0.04% | −2,855−9.5% | Reduced |
| Allianz Asset Management GmbH | 26,741 | $9.94M | 0.02% | +22,913+598.6% | Added |
| Buckingham Capital Management, Inc. | 26,229 | $9.75M | 1.49% | +784+3.1% | Added |
| Sit Investment Associates Inc | 25,354 | $9.42M | 0.26% | −2,420−8.7% | Reduced |
| LS Investment Advisors, LLC | 24,737 | $9.19M | 1.73% | −830−3.2% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 24,398 | $9.07M | 0.04% | +504+2.1% | Added |
| State of New Jersey Common Pension Fund D | 24,107 | $8.96M | 0.03% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 24,095 | $8.96M | 0.13% | −30,193−55.6% | Reduced |
| Raymond James & Associates | 24,012 | $8.92M | 0.01% | +4,713+24.4% | Added |
| Andra AP-fonden | 23,600 | $8.77M | 0.52% | −1,900−7.5% | Reduced |
| BNP Paribas Arbitrage, SA | 22,703 | $8.44M | 0.02% | −6,217−21.5% | Reduced |
| Illinois Municipal Retirement Fund | 22,521 | $8.37M | 0.16% | +9,240+69.6% | Added |
| Employees Retirement System of Texas | 22,451 | $8.34M | 0.12% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 22,265 | $8.28M | 0.01% | +22,265 | New |
| Bokf, NA | 20,853 | $8.25M | 0.18% | +1,109+5.6% | Added |
| Aviva PLC | 22,128 | $8.22M | 0.03% | +7,121+47.5% | Added |
| Mn Services Vermogensbeheer B.V. | 20,400 | $7.58M | 0.07% | 00.0% | Unchanged |
| Driehaus Capital Management LLC | 19,503 | $7.25M | 0.09% | +19,503 | New |
| Verition Fund Management LLC | 18,984 | $7.06M | 0.09% | +16,184+578.0% | Added |
| Envestnet Asset Management Inc | 18,978 | $7.05M | 0.00% | −25,224−57.1% | Reduced |
| Walleye Capital LLC | 18,893 | $7.02M | 0.10% | +18,893 | New |
| Bridgewater Associates, LP | 18,740 | $6.97M | 0.04% | +3,580+23.6% | Added |
| CI Private Wealth, LLC | 18,734 | $6.96M | 0.02% | −378−2.0% | Reduced |
| Wells Fargo & Company | 18,385 | $6.83M | 0.00% | +6,223+51.2% | Added |
| Fuller & Thaler Asset Management, Inc. | 18,372 | $6.83M | 0.04% | +1,319+7.7% | Added |
| Vinva Investment Management Ltd | 17,875 | $6.82M | 0.65% | −135−0.7% | Reduced |
| Teacher Retirement System of Texas | 18,106 | $6.73M | 0.04% | −2,541−12.3% | Reduced |
| Royal London Asset Management Ltd | 17,782 | $6.61M | 0.02% | +620+3.6% | Added |
| Nisa Investment Advisors, LLC | 17,631 | $6.55M | 0.05% | −6,023−25.5% | Reduced |
| Amalgamated Bank | 17,244 | $6.41M | 0.05% | +4,125+31.4% | Added |
| First Trust Advisors LP | 17,038 | $6.33M | 0.01% | −236,695−93.3% | Reduced |
| State of Alaska, Department of Revenue | 17,002 | $6.32M | 0.08% | −110−0.6% | Reduced |
| Asset Management One Co.,Ltd. | 16,737 | $6.22M | 0.03% | −200−1.2% | Reduced |
| Clear Harbor Asset Management, LLC | 16,620 | $6.18M | 0.64% | +80.0% | Added |
| Cary Street Partner Investment Advisory LLC | 16,160 | $6.01M | 0.32% | +12,959+404.8% | Added |
| Prudential Financial Inc | 15,354 | $5.71M | 0.01% | −10−0.1% | Reduced |
| Standard Life Aberdeen plc | 15,149 | $5.63M | 0.01% | +4,649+44.3% | Added |
| Leuthold Group, LLC | 14,776 | $5.49M | 0.77% | +12,578+572.2% | Added |
| DekaBank Deutsche Girozentrale | 14,386 | $5.42M | 0.01% | +458+3.3% | Added |
| Rafferty Asset Management, LLC | 14,567 | $5.41M | 0.03% | +800+5.8% | Added |
| Prudential PLC | 14,495 | $5.39M | 0.06% | +212+1.5% | Added |
| Mackenzie Financial Corp | 14,348 | $5.34M | 0.01% | −1,277−8.2% | Reduced |
| New Vernon Investment Management LLC | 14,011 | $5.21M | 7.96% | 00.0% | Unchanged |
| PGGM Investments | 13,686 | $5.09M | 0.09% | 00.0% | Unchanged |
| HRT Financial LP | 13,674 | $5.08M | 0.05% | +7,967+139.6% | Added |
| Abn Amro Investment Solutions | 13,200 | $4.91M | 0.10% | +1,445+12.3% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 13,087 | $4.86M | 0.06% | −300−2.2% | Reduced |
| Cary Street Partners Asset Management LLC | 12,984 | $4.83M | 0.90% | −233−1.8% | Reduced |
| ProShare Advisors LLC | 12,870 | $4.78M | 0.01% | +3,197+33.1% | Added |
| Foster & Motley Inc | 12,861 | $4.78M | 0.39% | +300+2.4% | Added |
| Shell Asset Management Co | 12,855 | $4.78M | 0.20% | −157−1.2% | Reduced |
| State of Michigan Retirement System | 12,811 | $4.76M | 0.03% | −100−0.8% | Reduced |
| Westwood Holdings Group Inc. | 12,668 | $4.71M | 0.04% | +64+0.5% | Added |
| Strategic Global Advisors, LLC | 12,625 | $4.69M | 0.78% | −617−4.7% | Reduced |
| Swiss Life Asset Management Ltd | 12,255 | $4.55M | 0.07% | +9,863+412.3% | Added |
| Mirabella Financial Services LLP | 12,200 | $4.53M | 0.64% | +9,991+452.3% | Added |
| Credit Agricole S A | 12,178 | $4.53M | 0.14% | +1,898+18.5% | Added |
| Mutual of America Capital Management LLC | 12,118 | $4.50M | 0.06% | −64−0.5% | Reduced |
| Resources Investment Advisors, LLC. | 11,738 | $4.36M | 0.09% | +8+0.1% | Added |
| American International Group, Inc. | 11,713 | $4.35M | 0.03% | −93−0.8% | Reduced |