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 |
|---|---|---|---|---|---|
| Bank of Montreal | 91,061 | $32.5M | 0.02% | −12,806−12.3% | Reduced |
| SEI Investments Co | 94,753 | $33.5M | 0.05% | −14,567−13.3% | Reduced |
| Caisse de Depot Et Placement du Quebec | 98,436 | $34.8M | 0.09% | +28,481+40.7% | Added |
| Clark Capital Management Group, Inc. | 100,120 | $35.4M | 0.29% | +100,120 | New |
| Citadel Advisors LLC | 100,408 | $35.5M | 0.04% | −42,543−29.8% | Reduced |
| Zweig-DiMenna Associates LLC | 100,410 | $35.5M | 4.09% | +2,240+2.3% | Added |
| Royal Bank of Canada | 103,163 | $36.5M | 0.01% | +38,360+59.2% | Added |
| Systematic Financial Management LP | 103,325 | $36.5M | 1.08% | +7,544+7.9% | Added |
| APG Asset Management N.V. | 119,764 | $38.3M | 0.07% | +29,342+32.5% | Added |
| Johnson Investment Counsel Inc | 111,380 | $39.4M | 0.46% | +102,988+1,227.2% | Added |
| FIL Ltd | 112,149 | $39.7M | 0.04% | −20,751−15.6% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 113,107 | $40.0M | 0.03% | +586+0.5% | Added |
| Deutsche Bank AG | 114,680 | $40.5M | 0.02% | +573+0.5% | Added |
| Victory Capital Management Inc | 115,576 | $40.9M | 0.04% | −624,894−84.4% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 116,204 | $41.1M | 0.11% | +54,365+87.9% | Added |
| Millennium Management LLC | 116,332 | $41.1M | 0.04% | +15,271+15.1% | Added |
| Schonfeld Strategic Advisors LLC | 117,351 | $41.5M | 0.34% | −20,024−14.6% | Reduced |
| Storebrand Asset Management AS | 118,035 | $41.7M | 0.15% | +2,314+2.0% | Added |
| Goldman Sachs Group Inc | 125,667 | $44.4M | 0.01% | −51,323−29.0% | Reduced |
| Two Sigma Investments, LP | 127,188 | $45.0M | 0.11% | −26,145−17.1% | Reduced |
| Regions Financial Corp | 129,159 | $45.7M | 0.38% | +3,827+3.1% | Added |
| General American Investors Co Inc | 129,196 | $45.7M | 3.78% | 00.0% | Unchanged |
| Junto Capital Management LP | 134,701 | $47.6M | 1.10% | −36,030−21.1% | Reduced |
| Swiss National Bank | 135,700 | $48.0M | 0.04% | −2,300−1.7% | Reduced |
| Adage Capital Partners GP, L.L.C. | 152,181 | $53.8M | 0.11% | −51,000−25.1% | Reduced |
| Schroder Investment Management Group | 158,148 | $55.9M | 0.07% | −3,313−2.1% | Reduced |
| California Public Employees Retirement System | 165,056 | $58.4M | 0.04% | +80,067+94.2% | Added |
| Robeco Institutional Asset Management B.V. | 167,431 | $59.2M | 0.14% | +26,441+18.8% | Added |
| Prana Capital Management, LP | 174,796 | $61.8M | 3.64% | +7,779+4.7% | Added |
| Jupiter Asset Management Ltd | 186,854 | $66.1M | 0.65% | −1,573−0.8% | Reduced |
| Amundi | 184,852 | $68.1M | 0.03% | −2,046−1.1% | Reduced |
| Man Group plc | 195,464 | $69.1M | 0.20% | – | – |
| Bank of America Corp | 200,475 | $70.9M | 0.01% | +22,117+12.4% | Added |
| Balyasny Asset Management LLC | 224,749 | $79.5M | 0.22% | −108,444−32.5% | Reduced |
| Barclays PLC | 233,465 | $82.5M | 0.04% | +75,217+47.5% | Added |
| Earnest Partners LLC | 233,601 | $82.6M | 0.41% | +499+0.2% | Added |
| Qube Research & Technologies Ltd | 241,238 | $85.3M | 0.19% | +148,098+159.0% | Added |
| UBS Asset Management Americas Inc | 254,664 | $90.0M | 0.04% | +24,683+10.7% | Added |
| Clearbridge Investments, LLC | 285,027 | $100.8M | 0.09% | −1,163−0.4% | Reduced |
| Polar Capital Holdings Plc | 290,978 | $102.9M | 0.71% | +10,978+3.9% | Added |
| Assetmark, Inc | 300,821 | $106.4M | 0.38% | +295,616+5,679.5% | Added |
| Ameriprise Financial Inc | 316,787 | $111.5M | 0.03% | −3,339−1.0% | Reduced |
| Legal & General Group Plc | 343,860 | $121.6M | 0.04% | +28,027+8.9% | Added |
| Los Angeles Capital Management LLC | 361,309 | $127.8M | 0.48% | −78,765−17.9% | Reduced |
| Charles Schwab Investment Management Inc | 377,637 | $133.5M | 0.03% | +10,149+2.8% | Added |
| Alliancebernstein L.P. | 417,683 | $147.7M | 0.06% | −68,056−14.0% | Reduced |
| Northern Trust Corp | 418,835 | $148.1M | 0.03% | −14,273−3.3% | Reduced |
| William Blair Investment Management, LLC | 419,246 | $148.2M | 0.43% | +155,458+58.9% | Added |
| Bain Capital Public Equity Management II, LLC | 420,185 | $148.6M | 6.57% | −6,724−1.6% | Reduced |
| FMR LLC | 435,439 | $154.0M | 0.01% | −100,829−18.8% | Reduced |
| Bank of New York Mellon Corp | 463,674 | $163.9M | 0.03% | −436,502−48.5% | Reduced |
| Massachusetts Financial Services Co | 467,342 | $165.2M | 0.05% | −62,340−11.8% | Reduced |
| LSV Asset Management | 476,069 | $168.3M | 0.37% | −15,580−3.2% | Reduced |
| Invesco Ltd. | 487,297 | $172.3M | 0.04% | −106,190−17.9% | Reduced |
| Dimensional Fund Advisors LP | 490,946 | $173.6M | 0.05% | +24,125+5.2% | Added |
| Norges Bank | 572,067 | $202.3M | 0.04% | +26,886+4.9% | Added |
| Morgan Stanley | 647,690 | $229.0M | 0.02% | +192,314+42.2% | Added |
| Altrinsic Global Advisors LLC | 651,793 | $230.5M | 9.78% | −96,995−13.0% | Reduced |
| Viking Global Investors LPSuperinvestorViking Global Investors | 652,302 | $230.6M | 0.84% | −156,157−19.3% | Reduced |
| AQR Capital Management LLC | 751,322 | $264.4M | 0.50% | +207,880+38.3% | Added |
| Champlain Investment Partners, LLC | 860,395 | $304.2M | 1.80% | −143,045−14.3% | Reduced |
| Boston Partners | 927,792 | $328.1M | 0.43% | −305,552−24.8% | Reduced |
| Nuveen Asset Management, LLC | 958,209 | $338.8M | 0.11% | +55,283+6.1% | Added |
| Geode Capital Management, LLC | 983,841 | $347.0M | 0.04% | +24,221+2.5% | Added |
| Franklin Resources Inc | 1,055,291 | $373.1M | 0.17% | −252,922−19.3% | Reduced |
| State Street Corp | 1,989,058 | $703.3M | 0.03% | +132,779+7.2% | Added |
| Wellington Management Group LLP | 2,125,282 | $751.5M | 0.14% | +309,908+17.1% | Added |
| BlackRock Inc. | 3,832,144 | $1.35B | 0.03% | +545,595+16.6% | Added |
| Vanguard Group Inc | 5,334,167 | $1.89B | 0.04% | −52,584−1.0% | Reduced |
| Egerton Capital (UK) LLP | 0 | $0 | 0.00% | −223,093−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −158,216−100.0% | Sold out |
| Castle Hook Partners LP | 0 | $0 | 0.00% | −47,302−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −24,095−100.0% | Sold out |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −19,503−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −11,156−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −8,473−100.0% | Sold out |
| IFM Investors Pty Ltd | 0 | $0 | 0.00% | −7,481−100.0% | Sold out |
| Monument Capital Management | 0 | $0 | 0.00% | −6,656−100.0% | Sold out |
| Ballast Asset Management, LP | 0 | $0 | 0.00% | −6,400−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −5,242−100.0% | Sold out |
| Scotia Capital Inc. | 0 | $0 | 0.00% | −3,297−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −2,977−100.0% | Sold out |
| Peapack Gladstone Financial Corp | 0 | $0 | 0.00% | −2,619−100.0% | Sold out |
| Cantor Fitzgerald, L. P. | 0 | $0 | 0.00% | −2,422−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −2,016−100.0% | Sold out |
| Symmetry Partners, LLC | 0 | $0 | 0.00% | −1,869−100.0% | Sold out |
| C2C Wealth Management, LLC | 0 | $0 | 0.00% | −1,820−100.0% | Sold out |
| Empirical Asset Management, LLC | 0 | $0 | 0.00% | −1,783−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −1,317−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −1,300−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −1,192−100.0% | Sold out |
| Perigon Wealth Management, LLC | 0 | $0 | 0.00% | −637−100.0% | Sold out |
| Fund Management at Engine No. 1 LLC | 0 | $0 | 0.00% | −621−100.0% | Sold out |
| Somerset Trust Co | 0 | $0 | 0.00% | −603−100.0% | Sold out |
| Convergence Investment Partners, LLC | 0 | $0 | 0.00% | −560−100.0% | Sold out |
| Vestmark Advisory Solutions, Inc. | 0 | $0 | 0.00% | −557−100.0% | Sold out |
| Donald Smith & Co., Inc. | 0 | $0 | 0.00% | −266−100.0% | Sold out |
| Riverview Trust Co | 0 | $0 | 0.00% | −55−100.0% | Sold out |
| GHP Investment Advisors, Inc. | 0 | $0 | 0.00% | −41−100.0% | Sold out |