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 |
|---|---|---|---|---|---|
| Czech National Bank | 7,636 | $3.04M | 0.04% | +35+0.5% | Added |
| US Bancorp | 7,671 | $3.05M | 0.00% | −901−10.5% | Reduced |
| BNC Wealth Management, LLC | 7,711 | $3.07M | 1.31% | +60+0.8% | Added |
| Alaska Permanent Fund Corp | 7,723 | $3.07M | 0.05% | +384+5.2% | Added |
| California First Leasing Corp | 7,740 | $3.08M | 1.43% | +2,700+53.6% | Added |
| Continuum Advisory, LLC | 8,266 | $3.15M | 0.47% | +8,266 | New |
| Captrust Financial Advisors | 7,924 | $3.15M | 0.01% | −1,349−14.5% | Reduced |
| Wedge Capital Management L L P | 7,932 | $3.15M | 0.05% | +1,894+31.4% | Added |
| Vinva Investment Management Ltd | 8,003 | $3.18M | 0.18% | −11,567−59.1% | Reduced |
| Kestra Private Wealth Services, LLC | 8,013 | $3.19M | 0.07% | +2,556+46.8% | Added |
| Twin Capital Management Inc | 8,014 | $3.19M | 0.39% | −2,224−21.7% | Reduced |
| Quantinno Capital Management LP | 8,413 | $3.34M | 0.07% | +6,527+346.1% | Added |
| Janney Montgomery Scott LLC | 8,667 | $3.44M | 0.01% | −2,920−25.2% | Reduced |
| Abn Amro Investment Solutions | 8,785 | $3.49M | 0.06% | −3,515−28.6% | Reduced |
| Equitable Trust Co | 8,864 | $3.52M | 0.24% | +160+1.8% | Added |
| Texas Permanent School Fund | 8,974 | $3.57M | 0.03% | +10+0.1% | Added |
| AXA S.A. | 9,018 | $3.58M | 0.01% | −35,238−79.6% | Reduced |
| Graphene Investments SAS | 9,300 | $3.70M | 2.23% | +1,700+22.4% | Added |
| Degroof Petercam Asset Management | 9,376 | $3.73M | 0.04% | −8,000−46.0% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 9,500 | $3.78M | 0.01% | −17,361−64.6% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 9,528 | $3.79M | 0.03% | +24+0.3% | Added |
| Retirement Systems of Alabama | 9,580 | $3.81M | 0.01% | +15+0.2% | Added |
| Federation des caisses Desjardins du Quebec | 10,123 | $3.81M | 0.03% | +5,226+106.7% | Added |
| Americana Partners, LLC | 9,597 | $3.81M | 0.32% | +581+6.4% | Added |
| Guggenheim Capital LLC | 9,620 | $3.82M | 0.03% | −1,388−12.6% | Reduced |
| Susquehanna International Group, LLP | 9,685 | $3.85M | 0.01% | −22,245−69.7% | Reduced |
| Macquarie Group Ltd | 9,979 | $3.97M | 0.00% | +314+3.2% | Added |
| Lighthouse Investment Partners, LLC | 10,088 | $4.01M | 0.24% | +6,551+185.2% | Added |
| IFM Investors Pty Ltd | 10,282 | $4.09M | 0.04% | +10,282 | New |
| Prudential Financial Inc | 10,320 | $4.10M | 0.01% | −1,640−13.7% | Reduced |
| MetLife Investment Management | 10,390 | $4.13M | 0.03% | −374−3.5% | Reduced |
| Edgestream Partners, L.P. | 10,437 | $4.15M | 0.21% | +4,292+69.8% | Added |
| Fca Corp | 10,442 | $4.15M | 1.34% | +26+0.2% | Added |
| Cary Street Partner Investment Advisory LLC | 10,872 | $4.32M | 0.18% | −118−1.1% | Reduced |
| Federated Hermes, Inc. | 11,008 | $4.38M | 0.01% | +487+4.6% | Added |
| American International Group, Inc. | 11,394 | $4.53M | 0.02% | −33−0.3% | Reduced |
| Agf Management Ltd | 11,463 | $4.56M | 0.03% | +3,123+37.4% | Added |
| Teacher Retirement System of Texas | 11,463 | $4.56M | 0.03% | −11,113−49.2% | Reduced |
| Amalgamated Bank | 11,801 | $4.69M | 0.04% | −4,153−26.0% | Reduced |
| Nomura Asset Management Co Ltd | 11,839 | $4.71M | 0.02% | −57−0.5% | Reduced |
| ProShare Advisors LLC | 11,853 | $4.71M | 0.01% | −318−2.6% | Reduced |
| Mount Lucas Management LP | 11,882 | $4.72M | 1.58% | −1,040−8.0% | Reduced |
| Arizona State Retirement System | 11,934 | $4.74M | 0.03% | +50.0% | Added |
| Advisor Group Holdings, Inc. | 12,156 | $4.83M | 0.01% | −24,026−66.4% | Reduced |
| Resources Investment Advisors, LLC. | 12,387 | $4.92M | 0.08% | +405+3.4% | Added |
| Berger Financial Group, Inc | 12,602 | $5.01M | 0.41% | +12,602 | New |
| State of Michigan Retirement System | 12,711 | $5.05M | 0.03% | 00.0% | Unchanged |
| Foster & Motley Inc | 12,726 | $5.06M | 0.35% | +11+0.1% | Added |
| Meritage Portfolio Management | 12,943 | $5.14M | 0.33% | +12,943 | New |
| Aviva PLC | 12,968 | $5.15M | 0.02% | −11,980−48.0% | Reduced |
| HighTower Advisors, LLC | 13,191 | $5.25M | 0.01% | +2,776+26.7% | Added |
| Bokf, NA | 13,327 | $5.30M | 0.10% | −7,506−36.0% | Reduced |
| PGGM Investments | 13,538 | $5.38M | 0.08% | −148−1.1% | Reduced |
| Dupree Financial Group, LLC | 13,706 | $5.45M | 2.43% | −7−0.1% | Reduced |
| CIBC World Markets Corp | 13,937 | $5.54M | 0.04% | +3,868+38.4% | Added |
| State of Alaska, Department of Revenue | 14,102 | $5.60M | 0.06% | −2,365−14.4% | Reduced |
| Shell Asset Management Co | 15,046 | $5.73M | 0.26% | +4,669+45.0% | Added |
| Jane Street Group, LLC | 14,735 | $5.86M | 0.01% | +1,581+12.0% | Added |
| Rafferty Asset Management, LLC | 15,271 | $6.07M | 0.02% | −116−0.8% | Reduced |
| Resona Asset Management Co.,Ltd. | 15,351 | $6.10M | 0.04% | +15,351 | New |
| Clear Harbor Asset Management, LLC | 15,509 | $6.16M | 0.54% | −363−2.3% | Reduced |
| Mount Yale Investment Advisors, LLC | 15,654 | $6.22M | 0.48% | −456−2.8% | Reduced |
| Mutual of America Capital Management LLC | 15,943 | $6.34M | 0.07% | +989+6.6% | Added |
| Asset Management One Co.,Ltd. | 16,024 | $6.37M | 0.02% | −925−5.5% | Reduced |
| Nisa Investment Advisors, LLC | 16,110 | $6.40M | 0.04% | +830+5.4% | Added |
| SPX Equities Gestao de Recursos Ltda | 16,480 | $6.55M | 0.57% | +16,480 | New |
| SG Americas Securities, LLC | 16,560 | $6.58M | 0.03% | +11,729+242.8% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 16,787 | $6.67M | 0.07% | −700−4.0% | Reduced |
| Forsta Ap-Fonden | 17,100 | $6.80M | 0.06% | +9,700+131.1% | Added |
| Mediolanum International Funds Ltd | 17,213 | $6.81M | 0.11% | +17,213 | New |
| Mn Services Vermogensbeheer B.V. | 17,500 | $6.96M | 0.05% | −2,200−11.2% | Reduced |
| New Vernon Investment Management LLC | 17,514 | $6.96M | 5.91% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 17,650 | $7.02M | 0.01% | −12,734−41.9% | Reduced |
| Bain Capital Public Equity, LP | 17,740 | $7.05M | 5.81% | −9,288−34.4% | Reduced |
| Voya Investment Management LLC | 17,820 | $7.08M | 0.01% | −33,732−65.4% | Reduced |
| CI Private Wealth, LLC | 17,894 | $7.11M | 0.01% | −2,296−11.4% | Reduced |
| Credit Agricole S A | 20,125 | $7.25M | 0.12% | +8,345+70.8% | Added |
| Prudential PLC | 18,552 | $7.37M | 0.06% | −1,134−5.8% | Reduced |
| Leuthold Group, LLC | 18,747 | $7.45M | 0.84% | −123−0.7% | Reduced |
| Bridgewater Associates, LP | 20,317 | $8.08M | 0.04% | −50−0.2% | Reduced |
| Employees Retirement System of Texas | 20,743 | $8.24M | 0.09% | 00.0% | Unchanged |
| Royal London Asset Management Ltd | 20,859 | $8.29M | 0.02% | +2,809+15.6% | Added |
| Sit Investment Associates Inc | 20,867 | $8.29M | 0.19% | −4,887−19.0% | Reduced |
| Pictet Asset Management Holding SA | 21,021 | $8.36M | 0.01% | −1,404−6.3% | Reduced |
| LPL Financial LLC | 21,450 | $8.53M | 0.00% | +4,895+29.6% | Added |
| First Trust Investment Solutions L.P. | 21,823 | $8.67M | 1.53% | −784−3.5% | Reduced |
| Natixis | 23,492 | $9.34M | 0.05% | +19,887+551.7% | Added |
| Intech Investment Management LLC | 23,596 | $9.38M | 0.13% | −30,126−56.1% | Reduced |
| LS Investment Advisors, LLC | 23,910 | $9.50M | 1.51% | +68+0.3% | Added |
| Chevy Chase Trust Holdings, Inc. | 24,076 | $9.57M | 0.03% | −199−0.8% | Reduced |
| State of New Jersey Common Pension Fund D | 24,107 | $9.58M | 0.03% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 24,238 | $9.63M | 0.15% | +152+0.6% | Added |
| Standard Life Aberdeen plc | 24,305 | $9.66M | 0.02% | +153+0.6% | Added |
| Balyasny Asset Management LLC | 24,564 | $9.76M | 0.03% | −200,185−89.1% | Reduced |
| Toronto Dominion Bank | 24,922 | $9.91M | 0.02% | −35,495−58.8% | Reduced |
| Philadelphia Financial Management of San Francisco, LLC | 24,998 | $9.94M | 2.08% | −21,482−46.2% | Reduced |
| Canada Pension Plan Investment Board | 25,180 | $10.0M | 0.01% | −23,420−48.2% | Reduced |
| Summit Global Investments | 25,330 | $10.1M | 0.75% | +4,826+23.5% | Added |
| State of Tennessee, Treasury Department | 25,595 | $10.2M | 0.04% | −1,112−4.2% | Reduced |
| Candriam Luxembourg S.C.A. | 26,032 | $10.3M | 0.07% | −17,676−40.4% | Reduced |