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, Q4 2023
Institutional positions in Everest Group, Ltd. as of Dec 31, 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
- 669
- +84 vs. Q3 2023
- Shares held
- 40.3M
- +133.1K (+0.3%) vs. Q3 2023
- Total value
- $14.2B
- −$772.9M (−5.1%) vs. Q3 2023
- New holders
- 122
- 256 more added
- Sold out
- 38
- 199 more reduced
5 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Everest Group, Ltd.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 5,334,167 | $1.89B | 0.04% | −52,584−1.0% | Reduced |
| BlackRock Inc. | 3,832,144 | $1.35B | 0.03% | +545,595+16.6% | Added |
| Wellington Management Group LLP | 2,125,282 | $751.5M | 0.14% | +309,908+17.1% | Added |
| State Street Corp | 1,989,058 | $703.3M | 0.03% | +132,779+7.2% | Added |
| Franklin Resources Inc | 1,055,291 | $373.1M | 0.17% | −252,922−19.3% | Reduced |
| Geode Capital Management, LLC | 983,841 | $347.0M | 0.04% | +24,221+2.5% | Added |
| Nuveen Asset Management, LLC | 958,209 | $338.8M | 0.11% | +55,283+6.1% | Added |
| Boston Partners | 927,792 | $328.1M | 0.43% | −305,552−24.8% | Reduced |
| Champlain Investment Partners, LLC | 860,395 | $304.2M | 1.80% | −143,045−14.3% | Reduced |
| AQR Capital Management LLC | 751,322 | $264.4M | 0.50% | +207,880+38.3% | Added |
| Viking Global Investors LPSuperinvestorViking Global Investors | 652,302 | $230.6M | 0.84% | −156,157−19.3% | Reduced |
| Altrinsic Global Advisors LLC | 651,793 | $230.5M | 9.78% | −96,995−13.0% | Reduced |
| Morgan Stanley | 647,690 | $229.0M | 0.02% | +192,314+42.2% | Added |
| Norges Bank | 572,067 | $202.3M | 0.04% | +26,886+4.9% | Added |
| Dimensional Fund Advisors LP | 490,946 | $173.6M | 0.05% | +24,125+5.2% | Added |
| Invesco Ltd. | 487,297 | $172.3M | 0.04% | −106,190−17.9% | Reduced |
| LSV Asset Management | 476,069 | $168.3M | 0.37% | −15,580−3.2% | Reduced |
| Massachusetts Financial Services Co | 467,342 | $165.2M | 0.05% | −62,340−11.8% | Reduced |
| Bank of New York Mellon Corp | 463,674 | $163.9M | 0.03% | −436,502−48.5% | Reduced |
| FMR LLC | 435,439 | $154.0M | 0.01% | −100,829−18.8% | Reduced |
| Bain Capital Public Equity Management II, LLC | 420,185 | $148.6M | 6.57% | −6,724−1.6% | Reduced |
| William Blair Investment Management, LLC | 419,246 | $148.2M | 0.43% | +155,458+58.9% | Added |
| Northern Trust Corp | 418,835 | $148.1M | 0.03% | −14,273−3.3% | Reduced |
| Alliancebernstein L.P. | 417,683 | $147.7M | 0.06% | −68,056−14.0% | Reduced |
| Charles Schwab Investment Management Inc | 377,637 | $133.5M | 0.03% | +10,149+2.8% | Added |
| Los Angeles Capital Management LLC | 361,309 | $127.8M | 0.48% | −78,765−17.9% | Reduced |
| Legal & General Group Plc | 343,860 | $121.6M | 0.04% | +28,027+8.9% | Added |
| Ameriprise Financial Inc | 316,787 | $111.5M | 0.03% | −3,339−1.0% | Reduced |
| Assetmark, Inc | 300,821 | $106.4M | 0.38% | +295,616+5,679.5% | Added |
| Polar Capital Holdings Plc | 290,978 | $102.9M | 0.71% | +10,978+3.9% | Added |
| Clearbridge Investments, LLC | 285,027 | $100.8M | 0.09% | −1,163−0.4% | Reduced |
| UBS Asset Management Americas Inc | 254,664 | $90.0M | 0.04% | +24,683+10.7% | Added |
| Qube Research & Technologies Ltd | 241,238 | $85.3M | 0.19% | +148,098+159.0% | Added |
| Earnest Partners LLC | 233,601 | $82.6M | 0.41% | +499+0.2% | Added |
| Barclays PLC | 233,465 | $82.5M | 0.04% | +75,217+47.5% | Added |
| Balyasny Asset Management LLC | 224,749 | $79.5M | 0.22% | −108,444−32.5% | Reduced |
| Bank of America Corp | 200,475 | $70.9M | 0.01% | +22,117+12.4% | Added |
| Man Group plc | 195,464 | $69.1M | 0.20% | – | – |
| Amundi | 184,852 | $68.1M | 0.03% | −2,046−1.1% | Reduced |
| Jupiter Asset Management Ltd | 186,854 | $66.1M | 0.65% | −1,573−0.8% | Reduced |
| Prana Capital Management, LP | 174,796 | $61.8M | 3.64% | +7,779+4.7% | Added |
| Robeco Institutional Asset Management B.V. | 167,431 | $59.2M | 0.14% | +26,441+18.8% | Added |
| California Public Employees Retirement System | 165,056 | $58.4M | 0.04% | +80,067+94.2% | Added |
| Schroder Investment Management Group | 158,148 | $55.9M | 0.07% | −3,313−2.1% | Reduced |
| Adage Capital Partners GP, L.L.C. | 152,181 | $53.8M | 0.11% | −51,000−25.1% | Reduced |
| Swiss National Bank | 135,700 | $48.0M | 0.04% | −2,300−1.7% | Reduced |
| Junto Capital Management LP | 134,701 | $47.6M | 1.10% | −36,030−21.1% | Reduced |
| General American Investors Co Inc | 129,196 | $45.7M | 3.78% | 00.0% | Unchanged |
| Regions Financial Corp | 129,159 | $45.7M | 0.38% | +3,827+3.1% | Added |
| Two Sigma Investments, LP | 127,188 | $45.0M | 0.11% | −26,145−17.1% | Reduced |
| Goldman Sachs Group Inc | 125,667 | $44.4M | 0.01% | −51,323−29.0% | Reduced |
| Storebrand Asset Management AS | 118,035 | $41.7M | 0.15% | +2,314+2.0% | Added |
| Schonfeld Strategic Advisors LLC | 117,351 | $41.5M | 0.34% | −20,024−14.6% | Reduced |
| Millennium Management LLC | 116,332 | $41.1M | 0.04% | +15,271+15.1% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 116,204 | $41.1M | 0.11% | +54,365+87.9% | Added |
| Victory Capital Management Inc | 115,576 | $40.9M | 0.04% | −624,894−84.4% | Reduced |
| Deutsche Bank AG | 114,680 | $40.5M | 0.02% | +573+0.5% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 113,107 | $40.0M | 0.03% | +586+0.5% | Added |
| FIL Ltd | 112,149 | $39.7M | 0.04% | −20,751−15.6% | Reduced |
| Johnson Investment Counsel Inc | 111,380 | $39.4M | 0.46% | +102,988+1,227.2% | Added |
| APG Asset Management N.V. | 119,764 | $38.3M | 0.07% | +29,342+32.5% | Added |
| Systematic Financial Management LP | 103,325 | $36.5M | 1.08% | +7,544+7.9% | Added |
| Royal Bank of Canada | 103,163 | $36.5M | 0.01% | +38,360+59.2% | Added |
| Zweig-DiMenna Associates LLC | 100,410 | $35.5M | 4.09% | +2,240+2.3% | Added |
| Citadel Advisors LLC | 100,408 | $35.5M | 0.04% | −42,543−29.8% | Reduced |
| Clark Capital Management Group, Inc. | 100,120 | $35.4M | 0.29% | +100,120 | New |
| Caisse de Depot Et Placement du Quebec | 98,436 | $34.8M | 0.09% | +28,481+40.7% | Added |
| SEI Investments Co | 94,753 | $33.5M | 0.05% | −14,567−13.3% | Reduced |
| Bank of Montreal | 91,061 | $32.5M | 0.02% | −12,806−12.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 89,965 | $31.8M | 0.05% | +39,049+76.7% | Added |
| TD Asset Management Inc | 89,814 | $31.8M | 0.03% | +48,698+118.4% | Added |
| Martingale Asset Management L P | 89,677 | $31.7M | 0.65% | −6,727−7.0% | Reduced |
| BNP Paribas Arbitrage, SA | 85,588 | $30.3M | 0.06% | +62,885+277.0% | Added |
| Jacobs Levy Equity Management, Inc | 85,015 | $30.1M | 0.15% | −175−0.2% | Reduced |
| UBS Group AG | 84,887 | $30.0M | 0.01% | +20,727+32.3% | Added |
| Squarepoint Ops LLC | 83,636 | $29.6M | 0.12% | +7,827+10.3% | Added |
| Renaissance Group LLC | 81,774 | $28.9M | 1.20% | −1,792−2.1% | Reduced |
| Rhumbline Advisers | 81,729 | $28.9M | 0.03% | −3,357−3.9% | Reduced |
| Renaissance Technologies LLC | 80,300 | $28.4M | 0.04% | +77,700+2,988.5% | Added |
| JPMorgan Chase & Co | 80,054 | $28.3M | 0.00% | +16,935+26.8% | Added |
| Credit Suisse AG | 79,566 | $28.1M | 0.03% | +5,877+8.0% | Added |
| American Century Companies Inc | 79,003 | $27.9M | 0.02% | +15,872+25.1% | Added |
| Interval Partners, LP | 77,263 | $27.3M | 1.19% | −7,805−9.2% | Reduced |
| Cramer Rosenthal McGlynn LLC | 75,110 | $26.6M | 1.44% | −19,381−20.5% | Reduced |
| Mariner, LLC | 70,917 | $25.1M | 0.06% | +66,348+1,452.1% | Added |
| Price T Rowe Associates Inc | 68,563 | $24.2M | 0.00% | +1,561+2.3% | Added |
| STRS Ohio | 67,821 | $24.0M | 0.10% | −16,273−19.4% | Reduced |
| California State Teachers Retirement System | 67,294 | $23.8M | 0.03% | +229+0.3% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 64,629 | $22.8M | 0.05% | +26,710+70.4% | Added |
| HSBC Holdings PLC | 63,844 | $22.5M | 0.02% | −151,951−70.4% | Reduced |
| Epoch Investment Partners, Inc. | 63,388 | $22.4M | 0.10% | −5,893−8.5% | Reduced |
| Citigroup Inc | 61,297 | $21.7M | 0.03% | +13,248+27.6% | Added |
| TCTC Holdings, LLC | 60,850 | $21.5M | 0.78% | 00.0% | Unchanged |
| Gillson Capital LP | 60,487 | $21.4M | 2.25% | −33,468−35.6% | Reduced |
| Toronto Dominion Bank | 60,417 | $21.4M | 0.03% | +10,354+20.7% | Added |
| Scout Investments, Inc. | 60,384 | $21.4M | 0.53% | −23,626−28.1% | Reduced |
| New York State Teachers Retirement System | 56,151 | $19.9M | 0.04% | −1,443−2.5% | Reduced |
| Russell Investments Group, Ltd. | 56,109 | $19.8M | 0.04% | +5,679+11.3% | Added |
| First Trust Advisors LP | 55,507 | $19.6M | 0.02% | +38,469+225.8% | Added |
| Wells Fargo & Company | 55,324 | $19.6M | 0.01% | +36,939+200.9% | Added |