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, Q2 2024
Institutional positions in Everest Group, Ltd. as of Jun 30, 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
- 631
- −1 vs. Q1 2024
- Shares held
- 40.4M
- −243.7K (−0.6%) vs. Q1 2024
- Total value
- $15.4B
- −$754.3M (−4.7%) vs. Q1 2024
- New holders
- 65
- 258 more added
- Sold out
- 66
- 211 more reduced
8 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Everest Group, Ltd.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 5,344,378 | $2.04B | 0.04% | +16,729+0.3% | Added |
| BlackRock Inc. | 3,993,269 | $1.52B | 0.03% | +248,750+6.6% | Added |
| Wellington Management Group LLP | 3,888,997 | $1.48B | 0.26% | −100,898−2.5% | Reduced |
| State Street Corp | 1,931,945 | $736.1M | 0.03% | −3,236−0.2% | Reduced |
| Franklin Resources Inc | 1,281,985 | $488.5M | 0.15% | −1,198−0.1% | Reduced |
| Boston Partners | 1,228,678 | $468.1M | 0.58% | +31,221+2.6% | Added |
| Geode Capital Management, LLC | 1,139,580 | $434.6M | 0.04% | +96,543+9.3% | Added |
| AQR Capital Management LLC | 1,032,479 | $393.4M | 0.60% | +17,885+1.8% | Added |
| Champlain Investment Partners, LLC | 944,350 | $359.8M | 2.21% | +38,250+4.2% | Added |
| Norges Bank | 897,523 | $342.0M | 0.05% | +293,282+48.5% | Added |
| Nuveen Asset Management, LLC | 800,244 | $304.9M | 0.09% | −44,652−5.3% | Reduced |
| Invesco Ltd. | 789,040 | $300.6M | 0.06% | +246,074+45.3% | Added |
| Altrinsic Global Advisors LLC | 643,573 | $245.2M | 10.94% | −977−0.2% | Reduced |
| William Blair Investment Management, LLC | 580,171 | $221.1M | 0.58% | +134,517+30.2% | Added |
| Morgan Stanley | 542,627 | $206.8M | 0.02% | −19,552−3.5% | Reduced |
| Dimensional Fund Advisors LP | 535,121 | $203.9M | 0.05% | +38,254+7.7% | Added |
| LSV Asset Management | 476,433 | $181.5M | 0.40% | +8,654+1.9% | Added |
| Massachusetts Financial Services Co | 460,233 | $175.4M | 0.05% | −3,642−0.8% | Reduced |
| Charles Schwab Investment Management Inc | 386,751 | $147.4M | 0.03% | −1790.0% | Reduced |
| Northern Trust Corp | 374,984 | $142.9M | 0.02% | −26,270−6.5% | Reduced |
| Ameriprise Financial Inc | 368,372 | $142.2M | 0.04% | −12,915−3.4% | Reduced |
| KBC Group NV | 362,411 | $138.1M | 0.42% | +49,663+15.9% | Added |
| Legal & General Group Plc | 354,935 | $135.2M | 0.04% | −41,221−10.4% | Reduced |
| Polar Capital Holdings Plc | 350,978 | $133.7M | 0.79% | +20,000+6.0% | Added |
| Alliancebernstein L.P. | 346,781 | $132.1M | 0.05% | −50,596−12.7% | Reduced |
| FMR LLC | 338,039 | $128.8M | 0.01% | −74,052−18.0% | Reduced |
| Victory Capital Management Inc | 296,049 | $112.8M | 0.11% | +10,853+3.8% | Added |
| Assetmark, Inc | 293,430 | $111.8M | 0.35% | +2,167+0.7% | Added |
| Bank of New York Mellon Corp | 290,469 | $110.7M | 0.02% | +829+0.3% | Added |
| Clearbridge Investments, LLC | 283,596 | $108.1M | 0.09% | −5,843−2.0% | Reduced |
| First Trust Advisors LP | 247,329 | $94.2M | 0.10% | +48,480+24.4% | Added |
| Earnest Partners LLC | 227,519 | $86.7M | 0.41% | −5,760−2.5% | Reduced |
| California Public Employees Retirement System | 220,049 | $83.8M | 0.06% | −16,815−7.1% | Reduced |
| Prana Capital Management, LP | 216,360 | $82.4M | 3.92% | −57,896−21.1% | Reduced |
| Man Group plc | 208,175 | $79.3M | 0.21% | +105,481+102.7% | Added |
| Barclays PLC | 199,922 | $76.2M | 0.03% | +48,086+31.7% | Added |
| Los Angeles Capital Management LLC | 185,920 | $70.8M | 0.25% | −188,816−50.4% | Reduced |
| Bank of America Corp | 176,981 | $67.4M | 0.01% | −11,484−6.1% | Reduced |
| Deutsche Bank AG | 170,748 | $65.1M | 0.03% | +33,333+24.3% | Added |
| Johnson Investment Counsel Inc | 169,134 | $64.4M | 0.68% | +9,624+6.0% | Added |
| Amundi | 154,533 | $56.4M | 0.02% | +1,164+0.8% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 145,496 | $55.4M | 0.14% | +19,807+15.8% | Added |
| Bank of Montreal | 140,574 | $53.8M | 0.03% | +11,563+9.0% | Added |
| General American Investors Co Inc | 134,686 | $51.3M | 3.65% | +5,490+4.2% | Added |
| Swiss National Bank | 128,900 | $49.1M | 0.03% | −1,100−0.8% | Reduced |
| Regions Financial Corp | 125,964 | $48.0M | 0.36% | −851−0.7% | Reduced |
| APG Asset Management N.V. | 126,252 | $44.9M | 0.08% | −12,500−9.0% | Reduced |
| Storebrand Asset Management AS | 112,646 | $42.9M | 0.14% | +394+0.4% | Added |
| American Century Companies Inc | 110,303 | $42.0M | 0.03% | +17,850+19.3% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 108,407 | $41.3M | 0.03% | −2,218−2.0% | Reduced |
| Goldman Sachs Group Inc | 107,681 | $41.0M | 0.01% | −75,560−41.2% | Reduced |
| Qube Research & Technologies Ltd | 100,856 | $38.4M | 0.07% | +32,925+48.5% | Added |
| Zimmer Partners, LP | 100,000 | $38.1M | 0.73% | +57,500+135.3% | Added |
| TD Asset Management Inc | 95,376 | $36.3M | 0.03% | +8,139+9.3% | Added |
| Clark Capital Management Group, Inc. | 94,623 | $36.1M | 0.27% | +1,860+2.0% | Added |
| Systematic Financial Management LP | 94,568 | $36.0M | 1.09% | −6,724−6.6% | Reduced |
| Price T Rowe Associates Inc | 94,121 | $35.9M | 0.00% | +15,844+20.2% | Added |
| SEI Investments Co | 93,773 | $35.7M | 0.05% | −1,377−1.4% | Reduced |
| Robeco Institutional Asset Management B.V. | 92,568 | $35.3M | 0.08% | −16,499−15.1% | Reduced |
| Royal Bank of Canada | 92,502 | $35.2M | 0.01% | −184−0.2% | Reduced |
| FIL Ltd | 90,814 | $34.6M | 0.03% | −16,140−15.1% | Reduced |
| UBS Group AG | 90,681 | $34.6M | 0.01% | −7,273−7.4% | Reduced |
| Jacobs Levy Equity Management, Inc | 88,404 | $33.7M | 0.14% | −29,688−25.1% | Reduced |
| Schroder Investment Management Group | 84,213 | $32.1M | 0.04% | −11,905−12.4% | Reduced |
| Renaissance Group LLC | 83,594 | $31.9M | 1.24% | −279−0.3% | Reduced |
| National Pension Service | 83,275 | $31.7M | 0.04% | +3,529+4.4% | Added |
| Mariner, LLC | 81,315 | $31.0M | 0.06% | +842+1.0% | Added |
| Rhumbline Advisers | 80,335 | $30.6M | 0.03% | −1,215−1.5% | Reduced |
| Zweig-DiMenna Associates LLC | 79,909 | $30.4M | 3.46% | −15,335−16.1% | Reduced |
| Lazard Asset Management LLC | 72,916 | $27.8M | 0.03% | +5,206+7.7% | Added |
| Allspring Global Investments Holdings, LLC | 69,561 | $26.5M | 0.04% | −29,654−29.9% | Reduced |
| Two Sigma Investments, LP | 68,432 | $26.1M | 0.06% | +32,091+88.3% | Added |
| Allianz Asset Management GmbH | 66,085 | $25.2M | 0.04% | +24,286+58.1% | Added |
| Danske Bank A/S | 65,702 | $25.0M | 0.09% | −35,097−34.8% | Reduced |
| JPMorgan Chase & Co | 65,678 | $25.0M | 0.00% | −143,434−68.6% | Reduced |
| California State Teachers Retirement System | 65,649 | $25.0M | 0.03% | −1,573−2.3% | Reduced |
| Martingale Asset Management L P | 62,643 | $23.9M | 0.52% | −8,386−11.8% | Reduced |
| TCTC Holdings, LLC | 60,995 | $23.2M | 0.80% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 60,320 | $23.0M | 0.03% | +8,895+17.3% | Added |
| South Dakota Investment Council | 58,339 | $22.2M | 0.46% | +26,945+85.8% | Added |
| UBS Asset Management Americas Inc | 56,818 | $21.6M | 0.01% | −197,558−77.7% | Reduced |
| Capital Fund Management S.A. | 54,493 | $20.8M | 0.24% | +2,600+5.0% | Added |
| Mackenzie Financial Corp | 54,023 | $20.6M | 0.03% | +16,538+44.1% | Added |
| New York State Teachers Retirement System | 53,024 | $20.2M | 0.04% | −2,929−5.2% | Reduced |
| Frontier Capital Management Co LLC | 51,536 | $19.6M | 0.19% | +2,744+5.6% | Added |
| Scout Investments, Inc. | 51,151 | $19.5M | 0.52% | −4,068−7.4% | Reduced |
| Principal Financial Group Inc | 51,074 | $19.5M | 0.01% | −2,598−4.8% | Reduced |
| Deprince Race & Zollo Inc | 50,440 | $19.2M | 0.43% | −591−1.2% | Reduced |
| CWM, LLC | 50,219 | $19.1M | 0.09% | −2,028−3.9% | Reduced |
| Arnhold LLC | 49,890 | $19.0M | 2.01% | −163−0.3% | Reduced |
| Clough Capital Partners L P | 49,353 | $18.8M | 2.05% | +16,554+50.5% | Added |
| Citigroup Inc | 49,085 | $18.7M | 0.02% | +1,332+2.8% | Added |
| Millennium Management LLC | 48,039 | $18.3M | 0.02% | −41,044−46.1% | Reduced |
| Grace & White Inc | 47,232 | $18.0M | 3.38% | −50−0.1% | Reduced |
| HSBC Holdings PLC | 45,999 | $17.5M | 0.01% | −7,134−13.4% | Reduced |
| Schonfeld Strategic Advisors LLC | 45,775 | $17.4M | 0.14% | −36,706−44.5% | Reduced |
| BNP Paribas Arbitrage, SA | 45,546 | $17.4M | 0.02% | +10,344+29.4% | Added |
| Prospector Partners LLC | 43,293 | $16.5M | 1.93% | +338+0.8% | Added |
| Hancock Whitney Corp | 42,895 | $16.3M | 0.55% | +96+0.2% | Added |
| Pathstone Holdings, LLC | 42,455 | $16.2M | 0.07% | −744−1.7% | Reduced |