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, Q1 2024
Institutional positions in Everest Group, Ltd. as of Mar 31, 2024. 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
- 640
- −23 vs. Q4 2023
- Shares held
- 40.8M
- +561.4K (+1.4%) vs. Q4 2023
- Total value
- $16.2B
- +$1.98B (+13.9%) vs. Q4 2023
- New holders
- 69
- 218 more added
- Sold out
- 92
- 268 more reduced
6 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Everest Group, Ltd.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 5,327,649 | $2.12B | 0.04% | −6,518−0.1% | Reduced |
| Wellington Management Group LLP | 3,989,895 | $1.59B | 0.28% | +1,864,613+87.7% | Added |
| BlackRock Inc. | 3,744,519 | $1.49B | 0.03% | −87,625−2.3% | Reduced |
| State Street Corp | 1,935,181 | $769.2M | 0.03% | −53,877−2.7% | Reduced |
| Franklin Resources Inc | 1,283,183 | $510.1M | 0.16% | +227,892+21.6% | Added |
| Boston Partners | 1,197,457 | $475.8M | 0.57% | +269,665+29.1% | Added |
| Geode Capital Management, LLC | 1,043,037 | $414.7M | 0.04% | +59,196+6.0% | Added |
| AQR Capital Management LLC | 1,014,594 | $402.9M | 0.69% | +263,272+35.0% | Added |
| Champlain Investment Partners, LLC | 906,100 | $360.2M | 2.06% | +45,705+5.3% | Added |
| Nuveen Asset Management, LLC | 844,896 | $335.8M | 0.10% | −113,313−11.8% | Reduced |
| Altrinsic Global Advisors LLC | 644,550 | $256.2M | 11.56% | −7,243−1.1% | Reduced |
| Norges Bank | 604,241 | $240.2M | 0.04% | +32,174+5.6% | Added |
| Morgan Stanley | 562,179 | $223.5M | 0.02% | −85,511−13.2% | Reduced |
| Invesco Ltd. | 542,966 | $215.8M | 0.05% | +55,669+11.4% | Added |
| Dimensional Fund Advisors LP | 496,867 | $197.5M | 0.05% | +5,921+1.2% | Added |
| LSV Asset Management | 467,779 | $185.9M | 0.38% | −8,290−1.7% | Reduced |
| Massachusetts Financial Services Co | 463,875 | $184.4M | 0.06% | −3,467−0.7% | Reduced |
| William Blair Investment Management, LLC | 445,654 | $177.1M | 0.46% | +26,408+6.3% | Added |
| FMR LLC | 412,091 | $163.8M | 0.01% | −23,348−5.4% | Reduced |
| Northern Trust Corp | 401,254 | $159.5M | 0.03% | −17,581−4.2% | Reduced |
| Alliancebernstein L.P. | 397,377 | $158.0M | 0.06% | −20,306−4.9% | Reduced |
| Legal & General Group Plc | 396,156 | $157.5M | 0.05% | +52,296+15.2% | Added |
| Charles Schwab Investment Management Inc | 386,930 | $153.8M | 0.04% | +9,293+2.5% | Added |
| Ameriprise Financial Inc | 381,287 | $151.8M | 0.04% | +64,500+20.4% | Added |
| Los Angeles Capital Management LLC | 374,736 | $149.0M | 0.51% | +13,427+3.7% | Added |
| Polar Capital Holdings Plc | 330,978 | $131.6M | 0.80% | +40,000+13.7% | Added |
| KBC Group NV | 312,748 | $124.3M | 0.39% | +268,651+609.2% | Added |
| Assetmark, Inc | 291,263 | $115.8M | 0.38% | −9,558−3.2% | Reduced |
| Bank of New York Mellon Corp | 289,640 | $115.1M | 0.02% | −174,034−37.5% | Reduced |
| Clearbridge Investments, LLC | 289,439 | $115.1M | 0.09% | +4,412+1.5% | Added |
| Victory Capital Management Inc | 285,196 | $113.4M | 0.11% | +169,620+146.8% | Added |
| Prana Capital Management, LP | 274,256 | $109.0M | 4.89% | +99,460+56.9% | Added |
| UBS Asset Management Americas Inc | 254,376 | $101.1M | 0.04% | −288−0.1% | Reduced |
| California Public Employees Retirement System | 236,864 | $94.2M | 0.07% | +71,808+43.5% | Added |
| Earnest Partners LLC | 233,279 | $92.7M | 0.42% | −322−0.1% | Reduced |
| JPMorgan Chase & Co | 209,112 | $83.1M | 0.01% | +129,058+161.2% | Added |
| First Trust Advisors LP | 198,849 | $79.0M | 0.08% | +143,342+258.2% | Added |
| Bank of America Corp | 188,465 | $74.9M | 0.01% | −12,010−6.0% | Reduced |
| Goldman Sachs Group Inc | 183,241 | $72.8M | 0.02% | +57,574+45.8% | Added |
| Johnson Investment Counsel Inc | 159,510 | $63.4M | 0.69% | +48,130+43.2% | Added |
| Barclays PLC | 151,836 | $60.4M | 0.03% | −81,629−35.0% | Reduced |
| Bain Capital Public Equity Management II, LLC | 145,208 | $57.7M | 2.37% | −274,977−65.4% | Reduced |
| Amundi | 153,369 | $55.2M | 0.02% | −31,483−17.0% | Reduced |
| Deutsche Bank AG | 137,415 | $54.6M | 0.03% | +22,735+19.8% | Added |
| Swiss National Bank | 130,000 | $51.7M | 0.04% | −5,700−4.2% | Reduced |
| Bank of Montreal | 129,011 | $51.5M | 0.03% | +37,950+41.7% | Added |
| General American Investors Co Inc | 129,196 | $51.4M | 3.81% | 00.0% | Unchanged |
| APG Asset Management N.V. | 138,752 | $51.1M | 0.09% | +18,988+15.9% | Added |
| Regions Financial Corp | 126,815 | $50.4M | 0.38% | −2,344−1.8% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 125,689 | $50.0M | 0.13% | +9,485+8.2% | Added |
| Adage Capital Partners GP, L.L.C. | 122,581 | $48.7M | 0.09% | −29,600−19.5% | Reduced |
| Jacobs Levy Equity Management, Inc | 118,092 | $46.9M | 0.21% | +33,077+38.9% | Added |
| Storebrand Asset Management AS | 112,252 | $44.6M | 0.15% | −5,783−4.9% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 110,625 | $44.0M | 0.03% | −2,482−2.2% | Reduced |
| Robeco Institutional Asset Management B.V. | 109,067 | $43.4M | 0.09% | −58,364−34.9% | Reduced |
| FIL Ltd | 106,954 | $42.5M | 0.04% | −5,195−4.6% | Reduced |
| Man Group plc | 102,694 | $40.8M | 0.11% | −92,770−47.5% | Reduced |
| Systematic Financial Management LP | 101,292 | $40.3M | 1.12% | −2,033−2.0% | Reduced |
| Danske Bank A/S | 100,799 | $40.1M | 0.13% | +100,799 | New |
| Allspring Global Investments Holdings, LLC | 99,215 | $39.4M | 0.06% | +9,250+10.3% | Added |
| UBS Group AG | 97,954 | $38.9M | 0.01% | +13,067+15.4% | Added |
| Schroder Investment Management Group | 96,118 | $38.2M | 0.04% | −62,030−39.2% | Reduced |
| Zweig-DiMenna Associates LLC | 95,244 | $37.9M | 3.36% | −5,166−5.1% | Reduced |
| SEI Investments Co | 95,150 | $37.8M | 0.06% | +397+0.4% | Added |
| Clark Capital Management Group, Inc. | 92,763 | $36.9M | 0.28% | −7,357−7.3% | Reduced |
| Royal Bank of Canada | 92,686 | $36.8M | 0.01% | −10,477−10.2% | Reduced |
| American Century Companies Inc | 92,453 | $36.8M | 0.02% | +13,450+17.0% | Added |
| Millennium Management LLC | 89,083 | $35.4M | 0.03% | −27,249−23.4% | Reduced |
| TD Asset Management Inc | 87,237 | $34.7M | 0.03% | −2,577−2.9% | Reduced |
| Renaissance Group LLC | 83,873 | $33.3M | 1.26% | +2,099+2.6% | Added |
| Schonfeld Strategic Advisors LLC | 82,481 | $32.8M | 0.26% | −34,870−29.7% | Reduced |
| Rhumbline Advisers | 81,550 | $32.4M | 0.03% | −179−0.2% | Reduced |
| Mariner, LLC | 80,473 | $32.0M | 0.07% | +9,556+13.5% | Added |
| National Pension Service | 79,746 | $31.7M | 0.04% | +79,746 | New |
| Price T Rowe Associates Inc | 78,277 | $31.1M | 0.00% | +9,714+14.2% | Added |
| Credit Suisse AG | 76,273 | $30.3M | 0.03% | −3,293−4.1% | Reduced |
| Russell Investments Group, Ltd. | 72,164 | $28.7M | 0.05% | +16,055+28.6% | Added |
| Martingale Asset Management L P | 71,029 | $28.2M | 0.56% | −18,648−20.8% | Reduced |
| Qube Research & Technologies Ltd | 67,931 | $27.0M | 0.05% | −173,307−71.8% | Reduced |
| Lazard Asset Management LLC | 67,710 | $26.9M | 0.03% | +22,662+50.3% | Added |
| California State Teachers Retirement System | 67,222 | $26.7M | 0.03% | −72−0.1% | Reduced |
| TCTC Holdings, LLC | 60,995 | $24.2M | 0.81% | +145+0.2% | Added |
| Squarepoint Ops LLC | 60,949 | $24.2M | 0.10% | −22,687−27.1% | Reduced |
| Interval Partners, LP | 59,980 | $23.8M | 0.90% | −17,283−22.4% | Reduced |
| Woodline Partners LP | 56,452 | $22.4M | 0.21% | +56,452 | New |
| New York State Teachers Retirement System | 55,953 | $22.2M | 0.05% | −198−0.4% | Reduced |
| Scout Investments, Inc. | 55,219 | $22.0M | 0.54% | −5,165−8.6% | Reduced |
| Principal Financial Group Inc | 53,672 | $21.3M | 0.01% | +737+1.4% | Added |
| HSBC Holdings PLC | 53,133 | $21.1M | 0.02% | −10,711−16.8% | Reduced |
| CWM, LLC | 52,247 | $20.8M | 0.10% | −2,450−4.5% | Reduced |
| Capital Fund Management S.A. | 51,893 | $20.6M | 0.25% | −2,979−5.4% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 51,425 | $20.4M | 0.03% | +7,872+18.1% | Added |
| Deprince Race & Zollo Inc | 51,031 | $20.3M | 0.44% | +51,031 | New |
| Arnhold LLC | 50,053 | $19.9M | 2.11% | +50,053 | New |
| Mitsubishi UFJ Trust & Banking Corp | 49,816 | $19.8M | 0.05% | −14,813−22.9% | Reduced |
| Frontier Capital Management Co LLC | 48,792 | $19.4M | 0.18% | +17,448+55.7% | Added |
| Citigroup Inc | 47,753 | $19.0M | 0.02% | −13,544−22.1% | Reduced |
| Grace & White Inc | 47,282 | $18.8M | 3.39% | 00.0% | Unchanged |
| Moran Wealth Management, LLC | 46,590 | $18.5M | 0.60% | −404−0.9% | Reduced |
| Arrowstreet Capital, Limited Partnership | 46,414 | $18.4M | 0.02% | +38,226+466.9% | Added |