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 |
|---|---|---|---|---|---|
| Arizona State Retirement System | 11,698 | $4.35M | 0.04% | −6−0.1% | Reduced |
| Gilder Gagnon Howe & Co LLC | 11,592 | $4.31M | 0.07% | −3,863−25.0% | Reduced |
| Summit Global Investments | 11,310 | $4.20M | 0.28% | +1,944+20.8% | Added |
| ExodusPoint Capital Management, LP | 11,156 | $4.15M | 0.05% | +10,292+1,191.2% | Added |
| Nomura Asset Management Co Ltd | 11,109 | $4.13M | 0.02% | −2,284−17.1% | Reduced |
| DnB Asset Management AS | 11,086 | $4.12M | 0.02% | +590+5.6% | Added |
| Oregon Public Employees Retirement Fund | 11,059 | $4.11M | 0.06% | −3,197−22.4% | Reduced |
| MetLife Investment Management | 10,966 | $4.08M | 0.03% | −143−1.3% | Reduced |
| Twin Capital Management Inc | 10,399 | $3.86M | 0.56% | −717−6.5% | Reduced |
| Fca Corp | 10,351 | $3.85M | 1.43% | +263+2.6% | Added |
| Federated Hermes, Inc. | 10,173 | $3.78M | 0.01% | +48+0.5% | Added |
| LPL Financial LLC | 10,166 | $3.78M | 0.00% | +3,521+53.0% | Added |
| Agf Management Ltd | 10,074 | $3.74M | 0.03% | −739−6.8% | Reduced |
| Public Sector Pension Investment Board | 9,965 | $3.70M | 0.03% | +549+5.8% | Added |
| Retirement Systems of Alabama | 9,815 | $3.65M | 0.02% | +71+0.7% | Added |
| Investment Management Corp of Ontario | 9,526 | $3.54M | 0.14% | +7,535+378.5% | Added |
| Captrust Financial Advisors | 9,123 | $3.39M | 0.01% | −40.0% | Reduced |
| Texas Permanent School Fund | 8,971 | $3.33M | 0.03% | −249−2.7% | Reduced |
| Macquarie Group Ltd | 8,843 | $3.29M | 0.00% | +683+8.4% | Added |
| Americana Partners, LLC | 8,732 | $3.27M | 0.35% | +3,438+64.9% | Added |
| Nicholas Investment Partners, LP | 8,760 | $3.26M | 0.24% | +268+3.2% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 8,727 | $3.24M | 0.03% | +1,249+16.7% | Added |
| Dynamic Technology Lab Private Ltd | 8,677 | $3.23M | 0.32% | +2,708+45.4% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 8,573 | $3.19M | 0.02% | +442+5.4% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 8,473 | $3.15M | 0.02% | −8,896−51.2% | Reduced |
| USS Investment Management Ltd | 8,426 | $3.13M | 0.03% | +1,450+20.8% | Added |
| Johnson Investment Counsel Inc | 8,392 | $3.12M | 0.04% | −85−1.0% | Reduced |
| Moran Wealth Management, LLC | 7,948 | $2.95M | 0.11% | +7,948 | New |
| Equitable Trust Co | 7,853 | $2.92M | 0.24% | 00.0% | Unchanged |
| US Bancorp | 7,799 | $2.90M | 0.00% | −86−1.1% | Reduced |
| Graphene Investments SAS | 7,600 | $2.82M | 1.98% | −700−8.4% | Reduced |
| Czech National Bank | 7,586 | $2.82M | 0.04% | +2,511+49.5% | Added |
| Old National Bancorp | 7,494 | $2.79M | 0.08% | −5,342−41.6% | Reduced |
| IFM Investors Pty Ltd | 7,481 | $2.78M | 0.04% | +193+2.6% | Added |
| Utah Retirement Systems | 7,340 | $2.73M | 0.04% | +73+1.0% | Added |
| Alaska Permanent Fund Corp | 7,235 | $2.69M | 0.05% | +31+0.4% | Added |
| Signature Estate & Investment Advisors LLC | 7,145 | $2.66M | 0.09% | +291+4.2% | Added |
| Anchor Capital Advisors LLC | 7,099 | $2.64M | 0.07% | −380−5.1% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 7,039 | $2.62M | 0.00% | −19,860−73.8% | Reduced |
| CIBC World Markets Corp | 6,971 | $2.59M | 0.03% | −1,782−20.4% | Reduced |
| Neuberger Berman Group LLC | 6,902 | $2.57M | 0.00% | +787+12.9% | Added |
| Tredje AP-fonden | 6,854 | $2.55M | 0.04% | −887−11.5% | Reduced |
| Thrivent Financial for Lutherans | 6,686 | $2.53M | 0.01% | +154+2.4% | Added |
| New York Life Investment Management LLC | 6,740 | $2.51M | 0.03% | +93+1.4% | Added |
| Monument Capital Management | 6,656 | $2.47M | 0.83% | +6,656 | New |
| Robertson Stephens Wealth Management, LLC | 6,605 | $2.45M | 0.17% | −81−1.2% | Reduced |
| Swedbank AB | 6,549 | $2.43M | 0.00% | −4,921−42.9% | Reduced |
| Gilman Hill Asset Management, LLC | 6,542 | $2.43M | 0.48% | +125+1.9% | Added |
| Xponance, Inc. | 6,526 | $2.43M | 0.03% | −3,888−37.3% | Reduced |
| Kempner Capital Management Inc. | 6,481 | $2.41M | 1.45% | 00.0% | Unchanged |
| Ballast Asset Management, LP | 6,400 | $2.38M | 2.21% | +6,400 | New |
| Janney Montgomery Scott LLC | 6,256 | $2.33M | 0.01% | +3,121+99.6% | Added |
| Yousif Capital Management, LLC | 6,204 | $2.31M | 0.03% | −144−2.3% | Reduced |
| Ostrum Asset Management | 6,026 | $2.24M | 0.21% | −82−1.3% | Reduced |
| Cornercap Investment Counsel Inc | 5,920 | $2.20M | 0.40% | +210+3.7% | Added |
| Korea Investment CORP | 5,876 | $2.18M | 0.01% | −171−2.8% | Reduced |
| Janus Henderson Group PLC | 5,861 | $2.18M | 0.00% | +279+5.0% | Added |
| CIBC Asset Management Inc | 5,810 | $2.16M | 0.01% | +388+7.2% | Added |
| Point72 Middle East FZE | 5,779 | $2.15M | 0.13% | +5,779 | New |
| Handelsbanken Fonder AB | 5,764 | $2.14M | 0.01% | 00.0% | Unchanged |
| Mount Lucas Management LP | 5,654 | $2.10M | 0.80% | −213−3.6% | Reduced |
| Desjardins Global Asset Management Inc. | 5,648 | $2.10M | 0.23% | +96+1.7% | Added |
| La Banque Postale Asset Management SA | 5,586 | $2.08M | 0.05% | +3,885+228.4% | Added |
| Cinctive Capital Management LP | 5,462 | $2.03M | 0.11% | −25,189−82.2% | Reduced |
| Trust Co of Toledo NA | 5,429 | $2.02M | 0.40% | −157−2.8% | Reduced |
| 1832 Asset Management L.P. | 5,316 | $1.98M | 0.00% | −84−1.6% | Reduced |
| Engineers Gate Manager LP | 5,267 | $1.96M | 0.07% | −12,439−70.3% | Reduced |
| Bank of Nova Scotia | 5,257 | $1.95M | 0.01% | −13,283−71.6% | Reduced |
| ISAM Funds (UK) Ltd | 5,242 | $1.95M | 1.23% | +3,438+190.6% | Added |
| Walleye Trading LLC | 5,228 | $1.94M | 0.05% | −475−8.3% | Reduced |
| Assetmark, Inc | 5,205 | $1.93M | 0.01% | +600+13.0% | Added |
| Lowe Brockenbrough & Co Inc | 5,168 | $1.92M | 0.15% | −110−2.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 5,028 | $1.87M | 0.02% | −389−7.2% | Reduced |
| Wedge Capital Management L L P | 5,005 | $1.86M | 0.04% | −8,630−63.3% | Reduced |
| 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 |
| Great Lakes Advisors, LLC | 4,856 | $1.80M | 0.02% | +4,214+656.4% | Added |
| Raymond James Financial Services Advisors, Inc. | 4,790 | $1.78M | 0.00% | +3,927+455.0% | Added |
| Diversified Trust Co | 4,782 | $1.78M | 0.07% | −17−0.4% | Reduced |
| Nissay Asset Management Corp | 4,687 | $1.74M | 0.02% | +148+3.3% | Added |
| MML Investors Services, LLC | 4,666 | $1.73M | 0.01% | −366−7.3% | Reduced |
| Wealthfront Advisers LLC | 4,631 | $1.72M | 0.01% | −902−16.3% | Reduced |
| Mariner, LLC | 4,569 | $1.70M | 0.00% | +872+23.6% | Added |
| Chartwell Investment Partners, LLC | 4,538 | $1.69M | 0.07% | −125−2.7% | Reduced |
| Globeflex Capital L P | 4,307 | $1.60M | 0.19% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 4,231 | $1.57M | 0.02% | +803+23.4% | Added |
| First Manhattan Co | 4,200 | $1.56M | 0.01% | 00.0% | Unchanged |
| JustInvest LLC | 4,197 | $1.56M | 0.05% | +160+4.0% | Added |
| Ethic Inc. | 4,175 | $1.55M | 0.05% | +1,071+34.5% | Added |
| AustralianSuper Pty Ltd | 4,135 | $1.54M | 0.01% | −53,883−92.9% | Reduced |
| Public Employees Retirement Association of Colorado | 4,099 | $1.52M | 0.01% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 4,040 | $1.50M | 0.00% | +1,241+44.3% | Added |
| Gulf International Bank (UK) Ltd | 3,915 | $1.46M | 0.04% | −436−10.0% | Reduced |
| British Columbia Investment Management Corp | 3,899 | $1.45M | 0.01% | +41+1.1% | Added |
| Panagora Asset Management Inc | 3,894 | $1.45M | 0.01% | −404−9.4% | Reduced |
| Whittier Trust Co | 3,845 | $1.43M | 0.03% | +4+0.1% | Added |
| Ingalls & Snyder LLC | 3,844 | $1.43M | 0.07% | +641+20.0% | Added |
| Delphi Management Inc | 3,743 | $1.39M | 1.43% | +3,743 | New |
| Teachers Retirement System of the State of Kentucky | 3,713 | $1.38M | 0.01% | 00.0% | Unchanged |