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 |
|---|---|---|---|---|---|
| Capital Fund Management S.A. | 54,872 | $19.4M | 0.25% | +4,937+9.9% | Added |
| CWM, LLC | 54,697 | $19.3M | 0.10% | −9,404−14.7% | Reduced |
| Intech Investment Management LLC | 53,722 | $19.0M | 0.28% | +11,671+27.8% | Added |
| Principal Financial Group Inc | 52,935 | $18.7M | 0.01% | +893+1.7% | Added |
| Voya Investment Management LLC | 51,552 | $18.2M | 0.02% | +8,824+20.7% | Added |
| Twinbeech Capital LP | 50,958 | $18.0M | 0.29% | +50,958 | New |
| Point72 Asset Management, L.P. | 49,485 | $17.5M | 0.05% | −162,768−76.7% | Reduced |
| Manufacturers Life Insurance Company, The | 48,979 | $17.3M | 0.01% | +15,054+44.4% | Added |
| Canada Pension Plan Investment Board | 48,600 | $17.2M | 0.02% | +15,900+48.6% | Added |
| Cubist Systematic Strategies, LLC | 48,398 | $17.1M | 0.21% | −5,816−10.7% | Reduced |
| Grace & White Inc | 47,282 | $16.7M | 2.93% | −200−0.4% | Reduced |
| Natixis Advisors, L.P. | 47,159 | $16.7M | 0.04% | +7,112+17.8% | Added |
| Moran Wealth Management, LLC | 46,994 | $16.6M | 0.59% | +39,046+491.3% | Added |
| Philadelphia Financial Management of San Francisco, LLC | 46,480 | $16.4M | 4.07% | +10,434+28.9% | Added |
| Lazard Asset Management LLC | 45,048 | $15.9M | 0.02% | −26,975−37.5% | Reduced |
| State Board of Administration of Florida Retirement System | 44,911 | $15.9M | 0.03% | +5,254+13.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 43,553 | $15.9M | 0.03% | +2,172+5.2% | Added |
| AXA S.A. | 44,256 | $15.6M | 0.05% | +42,117+1,969.0% | Added |
| KBC Group NV | 44,097 | $15.6M | 0.06% | +16,870+62.0% | Added |
| Boston Trust Walden Corp | 43,910 | $15.5M | 0.12% | −234−0.5% | Reduced |
| Candriam Luxembourg S.C.A. | 43,708 | $15.5M | 0.11% | −13,416−23.5% | Reduced |
| Mackenzie Financial Corp | 43,686 | $15.4M | 0.02% | +29,338+204.5% | Added |
| Davis Selected Advisers | 41,963 | $14.8M | 0.08% | −1,692−3.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 40,998 | $14.5M | 0.06% | −2,591−5.9% | Reduced |
| Pathstone Holdings, LLC | 40,176 | $14.2M | 0.08% | +40,176 | New |
| Great West Life Assurance Co | 40,204 | $14.1M | 0.03% | +8,510+26.9% | Added |
| Prospector Partners LLC | 38,455 | $13.6M | 1.71% | +130+0.3% | Added |
| New York State Common Retirement Fund | 37,538 | $13.3M | 0.02% | −10,992−22.6% | Reduced |
| Bank of Nova Scotia | 37,138 | $13.1M | 0.02% | +31,881+606.4% | Added |
| Envestnet Asset Management Inc | 36,219 | $12.8M | 0.01% | +17,241+90.8% | Added |
| Advisor Group Holdings, Inc. | 36,182 | $12.8M | 0.02% | +32,748+953.6% | Added |
| QRG Capital Management, Inc. | 35,789 | $12.7M | 0.19% | +733+2.1% | Added |
| LMCG Investments, LLC | 35,073 | $12.4M | 0.77% | −441−1.2% | Reduced |
| Hancock Whitney Corp | 34,397 | $12.2M | 0.45% | −330−1.0% | Reduced |
| State of Wisconsin Investment Board | 34,117 | $12.1M | 0.03% | −3,326−8.9% | Reduced |
| Northwest & Ethical Investments L.P. | 33,712 | $11.9M | 0.37% | +2,912+9.5% | Added |
| Raymond James & Associates | 33,395 | $11.8M | 0.01% | +9,383+39.1% | Added |
| Mercer Global Advisors Inc | 33,384 | $11.8M | 0.04% | +463+1.4% | Added |
| Glenmede Trust Co NA | 32,236 | $11.4M | 0.06% | −650−2.0% | Reduced |
| Susquehanna International Group, LLP | 31,930 | $11.3M | 0.02% | +1,227+4.0% | Added |
| Frontier Capital Management Co LLC | 31,344 | $11.1M | 0.11% | +110.0% | Added |
| DekaBank Deutsche Girozentrale | 31,439 | $10.9M | 0.02% | +17,053+118.5% | Added |
| NFC Investments, LLC | 30,543 | $10.8M | 3.34% | +30,543 | New |
| Swedbank AB | 30,513 | $10.8M | 0.02% | +23,964+365.9% | Added |
| Ensign Peak Advisors, Inc | 30,384 | $10.7M | 0.02% | +687+2.3% | Added |
| Point72 Hong Kong Ltd | 29,997 | $10.6M | 0.65% | +29,997 | New |
| Te Ahumairangi Investment Management Ltd | 28,855 | $10.2M | 1.93% | −1,887−6.1% | Reduced |
| Treasurer of the State of North Carolina | 28,594 | $10.1M | 0.05% | −331−1.1% | Reduced |
| Synergy Financial Management, LLC | 28,038 | $9.91M | 1.78% | +28,038 | New |
| Two Sigma Advisers, LP | 27,900 | $9.86M | 0.02% | −27,500−49.6% | Reduced |
| Bain Capital Public Equity, LP | 27,028 | $9.56M | 7.64% | −2,272−7.8% | Reduced |
| Andra AP-fonden | 27,000 | $9.55M | 0.51% | +3,400+14.4% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 26,861 | $9.50M | 0.03% | +21,861+437.2% | Added |
| Buckingham Capital Management, Inc. | 26,829 | $9.49M | 1.27% | +600+2.3% | Added |
| State of Tennessee, Treasury Department | 26,707 | $9.44M | 0.04% | −28,881−52.0% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 26,658 | $9.43M | 0.05% | +8,286+45.1% | Added |
| Aquatic Capital Management LLC | 26,640 | $9.42M | 0.24% | +24,200+991.8% | Added |
| Allianz Asset Management GmbH | 26,496 | $9.37M | 0.02% | −245−0.9% | Reduced |
| Walleye Capital LLC | 26,157 | $9.25M | 0.13% | +7,264+38.4% | Added |
| Sit Investment Associates Inc | 25,754 | $9.11M | 0.22% | +400+1.6% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 25,012 | $8.84M | 0.05% | +16,439+191.8% | Added |
| Aviva PLC | 24,948 | $8.82M | 0.03% | +2,820+12.7% | Added |
| ING Groep NV | 24,584 | $8.69M | 0.07% | +24,520+38,312.5% | Added |
| Chevy Chase Trust Holdings, Inc. | 24,275 | $8.58M | 0.03% | −123−0.5% | Reduced |
| Standard Life Aberdeen plc | 24,152 | $8.54M | 0.02% | +9,003+59.4% | Added |
| State of New Jersey Common Pension Fund D | 24,107 | $8.52M | 0.03% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 24,086 | $8.52M | 0.14% | +1,565+6.9% | Added |
| LS Investment Advisors, LLC | 23,842 | $8.43M | 1.46% | −895−3.6% | Reduced |
| Zimmer Partners, LP | 23,400 | $8.27M | 0.30% | −89,100−79.2% | Reduced |
| Nordea Investment Management AB | 22,873 | $8.06M | 0.01% | +19,943+680.6% | Added |
| Cerity Partners LLC | 22,782 | $8.06M | 0.03% | +20,531+912.1% | Added |
| First Trust Investment Solutions L.P. | 22,607 | $7.99M | 1.66% | +22,607 | New |
| Teacher Retirement System of Texas | 22,576 | $7.98M | 0.05% | +4,470+24.7% | Added |
| Pictet Asset Management Holding SA | 22,425 | $7.93M | 0.01% | +160+0.7% | Added |
| Bokf, NA | 20,833 | $7.37M | 0.14% | −20−0.1% | Reduced |
| Employees Retirement System of Texas | 20,743 | $7.33M | 0.09% | −1,708−7.6% | Reduced |
| Summit Global Investments | 20,504 | $7.25M | 0.47% | +9,194+81.3% | Added |
| Bridgewater Associates, LP | 20,367 | $7.20M | 0.04% | +1,627+8.7% | Added |
| CI Private Wealth, LLC | 20,190 | $7.14M | 0.01% | +1,456+7.8% | Added |
| Mn Services Vermogensbeheer B.V. | 19,700 | $6.97M | 0.06% | −700−3.4% | Reduced |
| Prudential PLC | 19,686 | $6.96M | 0.07% | +5,191+35.8% | Added |
| Vinva Investment Management Ltd | 19,570 | $6.90M | 0.48% | +1,695+9.5% | Added |
| Leuthold Group, LLC | 18,870 | $6.67M | 0.83% | +4,094+27.7% | Added |
| Royal London Asset Management Ltd | 18,050 | $6.38M | 0.02% | +268+1.5% | Added |
| Nomura Holdings Inc | 17,566 | $6.21M | 0.06% | +17,566 | New |
| New Vernon Investment Management LLC | 17,514 | $6.19M | 7.13% | +3,503+25.0% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 17,487 | $6.18M | 0.08% | +4,400+33.6% | Added |
| Degroof Petercam Asset Management | 17,376 | $6.14M | 0.08% | +17,376 | New |
| Asset Management One Co.,Ltd. | 16,949 | $5.98M | 0.02% | +212+1.3% | Added |
| Trexquant Investment LP | 16,808 | $5.94M | 0.13% | −38,514−69.6% | Reduced |
| LPL Financial LLC | 16,555 | $5.85M | 0.00% | +6,389+62.8% | Added |
| State of Alaska, Department of Revenue | 16,467 | $5.82M | 0.07% | −535−3.1% | Reduced |
| Mount Yale Investment Advisors, LLC | 16,110 | $5.70M | 0.54% | +16,110 | New |
| Engineers Gate Manager LP | 16,039 | $5.67M | 0.16% | +10,772+204.5% | Added |
| Amalgamated Bank | 15,954 | $5.64M | 0.05% | −1,290−7.5% | Reduced |
| Clear Harbor Asset Management, LLC | 15,872 | $5.61M | 0.54% | −748−4.5% | Reduced |
| Rafferty Asset Management, LLC | 15,387 | $5.44M | 0.02% | +820+5.6% | Added |
| Nisa Investment Advisors, LLC | 15,280 | $5.40M | 0.04% | −2,351−13.3% | Reduced |
| Dynamic Technology Lab Private Ltd | 14,995 | $5.30M | 0.56% | +6,318+72.8% | Added |
| Mutual of America Capital Management LLC | 14,954 | $5.29M | 0.06% | +2,836+23.4% | Added |