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 |
|---|---|---|---|---|---|
| Channel Wealth LLC | 7,109 | $2.71M | 0.98% | +677+10.5% | Added |
| Utah Retirement Systems | 7,121 | $2.71M | 0.03% | −250−3.4% | Reduced |
| AXA S.A. | 7,142 | $2.72M | 0.01% | −1,876−20.8% | Reduced |
| Davenport & Co LLC | 7,272 | $2.77M | 0.02% | +1,484+25.6% | Added |
| Public Sector Pension Investment Board | 7,344 | $2.80M | 0.02% | +493+7.2% | Added |
| DnB Asset Management AS | 7,404 | $2.82M | 0.01% | +411+5.9% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 7,500 | $2.86M | 0.01% | −2,000−21.1% | Reduced |
| Cary Street Partners Asset Management LLC | 7,586 | $2.89M | 0.42% | +49+0.7% | Added |
| Vista Investment Partners LLC | 7,733 | $2.95M | 0.99% | +126+1.7% | Added |
| California First Leasing Corp | 7,740 | $2.95M | 1.32% | 00.0% | Unchanged |
| Signature Estate & Investment Advisors LLC | 7,836 | $2.99M | 0.07% | +307+4.1% | Added |
| US Bancorp | 7,873 | $3.00M | 0.00% | +202+2.6% | Added |
| Wedge Capital Management L L P | 8,053 | $3.07M | 0.05% | +121+1.5% | Added |
| Alaska Permanent Fund Corp | 7,833 | $3.08M | 0.05% | +110+1.4% | Added |
| Graphene Investments SAS | 8,200 | $3.12M | 1.96% | −1,100−11.8% | Reduced |
| Czech National Bank | 8,281 | $3.16M | 0.04% | +645+8.4% | Added |
| British Columbia Investment Management Corp | 8,338 | $3.18M | 0.02% | +3,158+61.0% | Added |
| Twin Capital Management Inc | 8,341 | $3.18M | 0.37% | +327+4.1% | Added |
| CIBC World Markets Corp | 8,358 | $3.18M | 0.02% | −5,579−40.0% | Reduced |
| Prudential Financial Inc | 8,500 | $3.24M | 0.00% | −1,820−17.6% | Reduced |
| Continuum Advisory, LLC | 8,566 | $3.26M | 0.47% | +300+3.6% | Added |
| New Vernon Investment Management LLC | 8,757 | $3.34M | 4.33% | −8,757−50.0% | Reduced |
| Citadel Advisors LLC | 8,850 | $3.37M | 0.00% | +3,635+69.7% | Added |
| Canada Pension Plan Investment Board | 8,880 | $3.38M | 0.00% | −16,300−64.7% | Reduced |
| Janney Montgomery Scott LLC | 9,010 | $3.43M | 0.01% | +343+4.0% | Added |
| Quantinno Capital Management LP | 9,251 | $3.52M | 0.06% | +838+10.0% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 9,546 | $3.64M | 0.02% | +18+0.2% | Added |
| Retirement Systems of Alabama | 9,587 | $3.65M | 0.01% | +7+0.1% | Added |
| Abn Amro Investment Solutions | 9,783 | $3.73M | 0.07% | +998+11.4% | Added |
| Advisor Group Holdings, Inc. | 9,911 | $3.78M | 0.01% | −2,245−18.5% | Reduced |
| Omers Administration Corp | 10,102 | $3.85M | 0.04% | +10,102 | New |
| Fca Corp | 10,263 | $3.91M | 1.25% | −179−1.7% | Reduced |
| Sit Investment Associates Inc | 10,827 | $4.13M | 0.09% | −10,040−48.1% | Reduced |
| Cary Street Partner Investment Advisory LLC | 10,919 | $4.16M | 0.17% | +47+0.4% | Added |
| Dupree Financial Group, LLC | 10,927 | $4.16M | 1.89% | −2,779−20.3% | Reduced |
| Jane Street Group, LLC | 11,108 | $4.23M | 0.00% | −3,627−24.6% | Reduced |
| IFM Investors Pty Ltd | 11,170 | $4.26M | 0.04% | +888+8.6% | Added |
| Corebridge Financial, Inc. | 11,186 | $4.26M | 0.02% | +11,186 | New |
| Federation des caisses Desjardins du Quebec | 11,246 | $4.28M | 0.02% | +1,123+11.1% | Added |
| Federated Hermes, Inc. | 11,523 | $4.39M | 0.01% | +515+4.7% | Added |
| Bokf, NA | 11,576 | $4.41M | 0.08% | −1,751−13.1% | Reduced |
| State of Alaska, Department of Revenue | 11,632 | $4.43M | 0.05% | −2,470−17.5% | Reduced |
| Guggenheim Capital LLC | 11,729 | $4.47M | 0.03% | +2,109+21.9% | Added |
| Foster & Motley Inc | 11,773 | $4.49M | 0.31% | −953−7.5% | Reduced |
| MetLife Investment Management | 11,910 | $4.54M | 0.03% | +1,520+14.6% | Added |
| Arizona State Retirement System | 11,959 | $4.56M | 0.03% | +25+0.2% | Added |
| Van Den Berg Management I, Inc | 12,024 | $4.58M | 1.36% | +4,915+69.1% | Added |
| Resources Investment Advisors, LLC. | 12,134 | $4.62M | 0.06% | −253−2.0% | Reduced |
| ProShare Advisors LLC | 12,213 | $4.65M | 0.01% | +360+3.0% | Added |
| Mount Lucas Management LP | 12,286 | $4.68M | 1.66% | +404+3.4% | Added |
| Aviva PLC | 12,485 | $4.76M | 0.01% | −483−3.7% | Reduced |
| Two Sigma Advisers, LP | 12,500 | $4.76M | 0.01% | +9,400+303.2% | Added |
| Berger Financial Group, Inc | 12,658 | $4.82M | 0.38% | +56+0.4% | Added |
| Nomura Asset Management Co Ltd | 12,694 | $4.84M | 0.02% | +855+7.2% | Added |
| Meritage Portfolio Management | 12,791 | $4.87M | 0.31% | −152−1.2% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 12,853 | $4.90M | 0.02% | −29,599−69.7% | Reduced |
| State of Michigan Retirement System | 12,911 | $4.92M | 0.03% | +200+1.6% | Added |
| PGGM Investments | 13,108 | $4.99M | 0.07% | −430−3.2% | Reduced |
| Bank of Nova Scotia | 13,337 | $5.08M | 0.01% | +6,958+109.1% | Added |
| Mount Yale Investment Advisors, LLC | 13,602 | $5.18M | 0.41% | −2,052−13.1% | Reduced |
| Fjarde AP-fonden (The Fourth Swedish National Pensionfund) | 13,987 | $5.33M | 0.06% | +13,987 | New |
| Manning & Napier Advisors LLC | 14,056 | $5.36M | 0.06% | +14,056 | New |
| Amalgamated Bank | 14,129 | $5.38M | 0.05% | +2,328+19.7% | Added |
| Nisa Investment Advisors, LLC | 14,268 | $5.44M | 0.03% | −1,842−11.4% | Reduced |
| Equitable Trust Co | 14,281 | $5.44M | 0.37% | +5,417+61.1% | Added |
| Resona Asset Management Co.,Ltd. | 14,443 | $5.50M | 0.03% | −908−5.9% | Reduced |
| Rafferty Asset Management, LLC | 15,288 | $5.83M | 0.02% | +17+0.1% | Added |
| State of New Jersey Common Pension Fund D | 15,376 | $5.86M | 0.03% | −8,731−36.2% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 15,618 | $5.95M | 0.02% | +15,618 | New |
| Clear Harbor Asset Management, LLC | 16,115 | $6.14M | 0.53% | +606+3.9% | Added |
| Asset Management One Co.,Ltd. | 16,412 | $6.25M | 0.02% | +388+2.4% | Added |
| Mn Services Vermogensbeheer B.V. | 17,000 | $6.48M | 0.05% | −500−2.9% | Reduced |
| Mutual of America Capital Management LLC | 17,062 | $6.50M | 0.07% | +1,119+7.0% | Added |
| Mediolanum International Funds Ltd | 18,738 | $6.66M | 0.11% | +1,525+8.9% | Added |
| Ensign Peak Advisors, Inc | 17,565 | $6.69M | 0.01% | −85−0.5% | Reduced |
| Leuthold Group, LLC | 18,571 | $7.08M | 0.82% | −176−0.9% | Reduced |
| Voya Investment Management LLC | 18,908 | $7.20M | 0.01% | +1,088+6.1% | Added |
| Treasurer of the State of North Carolina | 19,246 | $7.33M | 0.03% | −11,807−38.0% | Reduced |
| State of Tennessee, Treasury Department | 19,791 | $7.54M | 0.03% | −5,804−22.7% | Reduced |
| First Trust Investment Solutions L.P. | 20,195 | $7.69M | 1.08% | −1,628−7.5% | Reduced |
| LPL Financial LLC | 21,019 | $8.01M | 0.00% | −431−2.0% | Reduced |
| Toronto Dominion Bank | 21,373 | $8.14M | 0.01% | −3,549−14.2% | Reduced |
| Pictet Asset Management Holding SA | 22,138 | $8.44M | 0.01% | +1,117+5.3% | Added |
| Susquehanna Fundamental Investments, LLC | 23,090 | $8.80M | 0.20% | +23,090 | New |
| Thrivent Financial for Lutherans | 23,129 | $8.81M | 0.02% | +15,653+209.4% | Added |
| Bridgewater Associates, LP | 23,463 | $8.94M | 0.05% | +3,146+15.5% | Added |
| LS Investment Advisors, LLC | 23,636 | $9.01M | 1.41% | −274−1.1% | Reduced |
| Employees Retirement System of Texas | 23,748 | $9.05M | 0.08% | +3,005+14.5% | Added |
| Chevy Chase Trust Holdings, Inc. | 23,769 | $9.06M | 0.03% | −307−1.3% | Reduced |
| Korea Investment CORP | 24,158 | $9.20M | 0.02% | +18,282+311.1% | Added |
| Intech Investment Management LLC | 24,158 | $9.20M | 0.11% | +562+2.4% | Added |
| Raymond James & Associates | 24,660 | $9.40M | 0.01% | −9,701−28.2% | Reduced |
| Wells Fargo & Company | 24,840 | $9.46M | 0.00% | −10,312−29.3% | Reduced |
| CI Private Wealth, LLC | 24,900 | $9.49M | 0.02% | +7,006+39.2% | Added |
| Interval Partners, LP | 25,551 | $9.74M | 0.29% | −34,429−57.4% | Reduced |
| Cerity Partners LLC | 25,822 | $9.84M | 0.03% | −371−1.4% | Reduced |
| Natixis Advisors, L.P. | 27,154 | $10.3M | 0.02% | −13,531−33.3% | Reduced |
| Nordea Investment Management AB | 27,207 | $10.4M | 0.01% | −66−0.2% | Reduced |
| State Board of Administration of Florida Retirement System | 27,911 | $10.6M | 0.02% | −8,701−23.8% | Reduced |
| Standard Life Aberdeen plc | 28,252 | $10.8M | 0.02% | +3,947+16.2% | Added |