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 |
|---|---|---|---|---|---|
| Zimmer Partners, LP | 23,400 | $8.27M | 0.30% | −89,100−79.2% | Reduced |
| LS Investment Advisors, LLC | 23,842 | $8.43M | 1.46% | −895−3.6% | Reduced |
| Illinois Municipal Retirement Fund | 24,086 | $8.52M | 0.14% | +1,565+6.9% | Added |
| State of New Jersey Common Pension Fund D | 24,107 | $8.52M | 0.03% | 00.0% | Unchanged |
| Standard Life Aberdeen plc | 24,152 | $8.54M | 0.02% | +9,003+59.4% | Added |
| Chevy Chase Trust Holdings, Inc. | 24,275 | $8.58M | 0.03% | −123−0.5% | Reduced |
| ING Groep NV | 24,584 | $8.69M | 0.07% | +24,520+38,312.5% | Added |
| Aviva PLC | 24,948 | $8.82M | 0.03% | +2,820+12.7% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 25,012 | $8.84M | 0.05% | +16,439+191.8% | Added |
| Sit Investment Associates Inc | 25,754 | $9.11M | 0.22% | +400+1.6% | Added |
| Walleye Capital LLC | 26,157 | $9.25M | 0.13% | +7,264+38.4% | Added |
| Allianz Asset Management GmbH | 26,496 | $9.37M | 0.02% | −245−0.9% | Reduced |
| Aquatic Capital Management LLC | 26,640 | $9.42M | 0.24% | +24,200+991.8% | Added |
| Fuller & Thaler Asset Management, Inc. | 26,658 | $9.43M | 0.05% | +8,286+45.1% | Added |
| State of Tennessee, Treasury Department | 26,707 | $9.44M | 0.04% | −28,881−52.0% | Reduced |
| Buckingham Capital Management, Inc. | 26,829 | $9.49M | 1.27% | +600+2.3% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 26,861 | $9.50M | 0.03% | +21,861+437.2% | Added |
| Andra AP-fonden | 27,000 | $9.55M | 0.51% | +3,400+14.4% | Added |
| Bain Capital Public Equity, LP | 27,028 | $9.56M | 7.64% | −2,272−7.8% | Reduced |
| Two Sigma Advisers, LP | 27,900 | $9.86M | 0.02% | −27,500−49.6% | Reduced |
| Synergy Financial Management, LLC | 28,038 | $9.91M | 1.78% | +28,038 | New |
| Treasurer of the State of North Carolina | 28,594 | $10.1M | 0.05% | −331−1.1% | Reduced |
| Te Ahumairangi Investment Management Ltd | 28,855 | $10.2M | 1.93% | −1,887−6.1% | Reduced |
| Point72 Hong Kong Ltd | 29,997 | $10.6M | 0.65% | +29,997 | New |
| Ensign Peak Advisors, Inc | 30,384 | $10.7M | 0.02% | +687+2.3% | Added |
| Swedbank AB | 30,513 | $10.8M | 0.02% | +23,964+365.9% | Added |
| NFC Investments, LLC | 30,543 | $10.8M | 3.34% | +30,543 | New |
| DekaBank Deutsche Girozentrale | 31,439 | $10.9M | 0.02% | +17,053+118.5% | Added |
| Frontier Capital Management Co LLC | 31,344 | $11.1M | 0.11% | +110.0% | Added |
| Susquehanna International Group, LLP | 31,930 | $11.3M | 0.02% | +1,227+4.0% | Added |
| Glenmede Trust Co NA | 32,236 | $11.4M | 0.06% | −650−2.0% | Reduced |
| Mercer Global Advisors Inc | 33,384 | $11.8M | 0.04% | +463+1.4% | Added |
| Raymond James & Associates | 33,395 | $11.8M | 0.01% | +9,383+39.1% | Added |
| Northwest & Ethical Investments L.P. | 33,712 | $11.9M | 0.37% | +2,912+9.5% | Added |
| State of Wisconsin Investment Board | 34,117 | $12.1M | 0.03% | −3,326−8.9% | Reduced |
| Hancock Whitney Corp | 34,397 | $12.2M | 0.45% | −330−1.0% | Reduced |
| LMCG Investments, LLC | 35,073 | $12.4M | 0.77% | −441−1.2% | Reduced |
| QRG Capital Management, Inc. | 35,789 | $12.7M | 0.19% | +733+2.1% | Added |
| Advisor Group Holdings, Inc. | 36,182 | $12.8M | 0.02% | +32,748+953.6% | Added |
| Envestnet Asset Management Inc | 36,219 | $12.8M | 0.01% | +17,241+90.8% | Added |
| Bank of Nova Scotia | 37,138 | $13.1M | 0.02% | +31,881+606.4% | Added |
| New York State Common Retirement Fund | 37,538 | $13.3M | 0.02% | −10,992−22.6% | Reduced |
| Prospector Partners LLC | 38,455 | $13.6M | 1.71% | +130+0.3% | Added |
| Great West Life Assurance Co | 40,204 | $14.1M | 0.03% | +8,510+26.9% | Added |
| Pathstone Holdings, LLC | 40,176 | $14.2M | 0.08% | +40,176 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 40,998 | $14.5M | 0.06% | −2,591−5.9% | Reduced |
| Davis Selected Advisers | 41,963 | $14.8M | 0.08% | −1,692−3.9% | Reduced |
| Mackenzie Financial Corp | 43,686 | $15.4M | 0.02% | +29,338+204.5% | Added |
| Candriam Luxembourg S.C.A. | 43,708 | $15.5M | 0.11% | −13,416−23.5% | Reduced |
| Boston Trust Walden Corp | 43,910 | $15.5M | 0.12% | −234−0.5% | Reduced |
| KBC Group NV | 44,097 | $15.6M | 0.06% | +16,870+62.0% | Added |
| AXA S.A. | 44,256 | $15.6M | 0.05% | +42,117+1,969.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 43,553 | $15.9M | 0.03% | +2,172+5.2% | Added |
| State Board of Administration of Florida Retirement System | 44,911 | $15.9M | 0.03% | +5,254+13.2% | Added |
| Lazard Asset Management LLC | 45,048 | $15.9M | 0.02% | −26,975−37.5% | Reduced |
| Philadelphia Financial Management of San Francisco, LLC | 46,480 | $16.4M | 4.07% | +10,434+28.9% | Added |
| Moran Wealth Management, LLC | 46,994 | $16.6M | 0.59% | +39,046+491.3% | Added |
| Natixis Advisors, L.P. | 47,159 | $16.7M | 0.04% | +7,112+17.8% | Added |
| Grace & White Inc | 47,282 | $16.7M | 2.93% | −200−0.4% | Reduced |
| Cubist Systematic Strategies, LLC | 48,398 | $17.1M | 0.21% | −5,816−10.7% | Reduced |
| Canada Pension Plan Investment Board | 48,600 | $17.2M | 0.02% | +15,900+48.6% | Added |
| Manufacturers Life Insurance Company, The | 48,979 | $17.3M | 0.01% | +15,054+44.4% | Added |
| Point72 Asset Management, L.P. | 49,485 | $17.5M | 0.05% | −162,768−76.7% | Reduced |
| Twinbeech Capital LP | 50,958 | $18.0M | 0.29% | +50,958 | New |
| Voya Investment Management LLC | 51,552 | $18.2M | 0.02% | +8,824+20.7% | Added |
| Principal Financial Group Inc | 52,935 | $18.7M | 0.01% | +893+1.7% | Added |
| Intech Investment Management LLC | 53,722 | $19.0M | 0.28% | +11,671+27.8% | Added |
| CWM, LLC | 54,697 | $19.3M | 0.10% | −9,404−14.7% | Reduced |
| Capital Fund Management S.A. | 54,872 | $19.4M | 0.25% | +4,937+9.9% | Added |
| Wells Fargo & Company | 55,324 | $19.6M | 0.01% | +36,939+200.9% | Added |
| First Trust Advisors LP | 55,507 | $19.6M | 0.02% | +38,469+225.8% | Added |
| Russell Investments Group, Ltd. | 56,109 | $19.8M | 0.04% | +5,679+11.3% | Added |
| New York State Teachers Retirement System | 56,151 | $19.9M | 0.04% | −1,443−2.5% | Reduced |
| Scout Investments, Inc. | 60,384 | $21.4M | 0.53% | −23,626−28.1% | Reduced |
| Toronto Dominion Bank | 60,417 | $21.4M | 0.03% | +10,354+20.7% | Added |
| Gillson Capital LP | 60,487 | $21.4M | 2.25% | −33,468−35.6% | Reduced |
| TCTC Holdings, LLC | 60,850 | $21.5M | 0.78% | 00.0% | Unchanged |
| Citigroup Inc | 61,297 | $21.7M | 0.03% | +13,248+27.6% | Added |
| Epoch Investment Partners, Inc. | 63,388 | $22.4M | 0.10% | −5,893−8.5% | Reduced |
| HSBC Holdings PLC | 63,844 | $22.5M | 0.02% | −151,951−70.4% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 64,629 | $22.8M | 0.05% | +26,710+70.4% | Added |
| California State Teachers Retirement System | 67,294 | $23.8M | 0.03% | +229+0.3% | Added |
| STRS Ohio | 67,821 | $24.0M | 0.10% | −16,273−19.4% | Reduced |
| Price T Rowe Associates Inc | 68,563 | $24.2M | 0.00% | +1,561+2.3% | Added |
| Mariner, LLC | 70,917 | $25.1M | 0.06% | +66,348+1,452.1% | Added |
| Cramer Rosenthal McGlynn LLC | 75,110 | $26.6M | 1.44% | −19,381−20.5% | Reduced |
| Interval Partners, LP | 77,263 | $27.3M | 1.19% | −7,805−9.2% | Reduced |
| American Century Companies Inc | 79,003 | $27.9M | 0.02% | +15,872+25.1% | Added |
| Credit Suisse AG | 79,566 | $28.1M | 0.03% | +5,877+8.0% | Added |
| JPMorgan Chase & Co | 80,054 | $28.3M | 0.00% | +16,935+26.8% | Added |
| Renaissance Technologies LLC | 80,300 | $28.4M | 0.04% | +77,700+2,988.5% | Added |
| Rhumbline Advisers | 81,729 | $28.9M | 0.03% | −3,357−3.9% | Reduced |
| Renaissance Group LLC | 81,774 | $28.9M | 1.20% | −1,792−2.1% | Reduced |
| Squarepoint Ops LLC | 83,636 | $29.6M | 0.12% | +7,827+10.3% | Added |
| UBS Group AG | 84,887 | $30.0M | 0.01% | +20,727+32.3% | Added |
| Jacobs Levy Equity Management, Inc | 85,015 | $30.1M | 0.15% | −175−0.2% | Reduced |
| BNP Paribas Arbitrage, SA | 85,588 | $30.3M | 0.06% | +62,885+277.0% | Added |
| Martingale Asset Management L P | 89,677 | $31.7M | 0.65% | −6,727−7.0% | Reduced |
| TD Asset Management Inc | 89,814 | $31.8M | 0.03% | +48,698+118.4% | Added |
| Allspring Global Investments Holdings, LLC | 89,965 | $31.8M | 0.05% | +39,049+76.7% | Added |