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 |
|---|---|---|---|---|---|
| First Trust Advisors LP | 247,329 | $94.2M | 0.10% | +48,480+24.4% | Added |
| Clearbridge Investments, LLC | 283,596 | $108.1M | 0.09% | −5,843−2.0% | Reduced |
| Bank of New York Mellon Corp | 290,469 | $110.7M | 0.02% | +829+0.3% | Added |
| Assetmark, Inc | 293,430 | $111.8M | 0.35% | +2,167+0.7% | Added |
| Victory Capital Management Inc | 296,049 | $112.8M | 0.11% | +10,853+3.8% | Added |
| FMR LLC | 338,039 | $128.8M | 0.01% | −74,052−18.0% | Reduced |
| Alliancebernstein L.P. | 346,781 | $132.1M | 0.05% | −50,596−12.7% | Reduced |
| Polar Capital Holdings Plc | 350,978 | $133.7M | 0.79% | +20,000+6.0% | Added |
| Legal & General Group Plc | 354,935 | $135.2M | 0.04% | −41,221−10.4% | Reduced |
| KBC Group NV | 362,411 | $138.1M | 0.42% | +49,663+15.9% | Added |
| Ameriprise Financial Inc | 368,372 | $142.2M | 0.04% | −12,915−3.4% | Reduced |
| Northern Trust Corp | 374,984 | $142.9M | 0.02% | −26,270−6.5% | Reduced |
| Charles Schwab Investment Management Inc | 386,751 | $147.4M | 0.03% | −1790.0% | Reduced |
| Massachusetts Financial Services Co | 460,233 | $175.4M | 0.05% | −3,642−0.8% | Reduced |
| LSV Asset Management | 476,433 | $181.5M | 0.40% | +8,654+1.9% | Added |
| Dimensional Fund Advisors LP | 535,121 | $203.9M | 0.05% | +38,254+7.7% | Added |
| Morgan Stanley | 542,627 | $206.8M | 0.02% | −19,552−3.5% | Reduced |
| William Blair Investment Management, LLC | 580,171 | $221.1M | 0.58% | +134,517+30.2% | Added |
| Altrinsic Global Advisors LLC | 643,573 | $245.2M | 10.94% | −977−0.2% | Reduced |
| Invesco Ltd. | 789,040 | $300.6M | 0.06% | +246,074+45.3% | Added |
| Nuveen Asset Management, LLC | 800,244 | $304.9M | 0.09% | −44,652−5.3% | Reduced |
| Norges Bank | 897,523 | $342.0M | 0.05% | +293,282+48.5% | Added |
| Champlain Investment Partners, LLC | 944,350 | $359.8M | 2.21% | +38,250+4.2% | Added |
| AQR Capital Management LLC | 1,032,479 | $393.4M | 0.60% | +17,885+1.8% | Added |
| Geode Capital Management, LLC | 1,139,580 | $434.6M | 0.04% | +96,543+9.3% | Added |
| Boston Partners | 1,228,678 | $468.1M | 0.58% | +31,221+2.6% | Added |
| Franklin Resources Inc | 1,281,985 | $488.5M | 0.15% | −1,198−0.1% | Reduced |
| State Street Corp | 1,931,945 | $736.1M | 0.03% | −3,236−0.2% | Reduced |
| Wellington Management Group LLP | 3,888,997 | $1.48B | 0.26% | −100,898−2.5% | Reduced |
| BlackRock Inc. | 3,993,269 | $1.52B | 0.03% | +248,750+6.6% | Added |
| Vanguard Group Inc | 5,344,378 | $2.04B | 0.04% | +16,729+0.3% | Added |
| Bain Capital Public Equity Management II, LLC | 0 | $0 | 0.00% | −145,208−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −56,452−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −46,414−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −35,900−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −35,696−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −29,234−100.0% | Sold out |
| Philadelphia Financial Management of San Francisco, LLC | 0 | $0 | 0.00% | −24,998−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −24,564−100.0% | Sold out |
| Prudential PLC | 0 | $0 | 0.00% | −18,552−100.0% | Sold out |
| Bain Capital Public Equity, LP | 0 | $0 | 0.00% | −17,740−100.0% | Sold out |
| SPX Equities Gestao de Recursos Ltda | 0 | $0 | 0.00% | −16,480−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −11,394−100.0% | Sold out |
| Americana Partners, LLC | 0 | $0 | 0.00% | −9,597−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −8,974−100.0% | Sold out |
| Vinva Investment Management Ltd | 0 | $0 | 0.00% | −8,003−100.0% | Sold out |
| BNC Wealth Management, LLC | 0 | $0 | 0.00% | −7,711−100.0% | Sold out |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −6,910−100.0% | Sold out |
| Eisler Capital (UK) Ltd. | 0 | $0 | 0.00% | −6,877−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −5,263−100.0% | Sold out |
| F/M Investments LLC | 0 | $0 | 0.00% | −4,408−100.0% | Sold out |
| Teamwork Financial Advisors, LLC | 0 | $0 | 0.00% | −3,816−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −3,634−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −2,807−100.0% | Sold out |
| Railway Pension Investments Ltd | 0 | $0 | 0.00% | −2,700−100.0% | Sold out |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −2,128−100.0% | Sold out |
| Smith Group Asset Management, LLC | 0 | $0 | 0.00% | −2,015−100.0% | Sold out |
| Stoneridge Investment Partners LLC | 0 | $0 | 0.00% | −1,779−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −1,751−100.0% | Sold out |
| IPG Investment Advisors LLC | 0 | $0 | 0.00% | −1,710−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −1,378−100.0% | Sold out |
| Qtron Investments LLC | 0 | $0 | 0.00% | −1,376−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −1,282−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −1,261−100.0% | Sold out |
| Shelton Wealth Management, LLC | 0 | $0 | 0.00% | −1,159−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −1,098−100.0% | Sold out |
| Vivid Wealth Management, LLC | 0 | $0 | 0.00% | −1,055−100.0% | Sold out |
| Wealthstar Advisors, LLC | 0 | $0 | 0.00% | −913−100.0% | Sold out |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $0 | 0.00% | −899−100.0% | Sold out |
| Empirical Asset Management, LLC | 0 | $0 | 0.00% | −873−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −861−100.0% | Sold out |
| Eqis Capital Management, Inc. | 0 | $0 | 0.00% | −834−100.0% | Sold out |
| Pallas Capital Advisors LLC | 0 | $0 | 0.00% | −820−100.0% | Sold out |
| Oppenheimer Asset Management Inc. | 0 | $0 | 0.00% | −730−100.0% | Sold out |
| Simon Quick Advisors, LLC | 0 | $0 | 0.00% | −723−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −715−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −690−100.0% | Sold out |
| Meiji Yasuda Life Insurance Co | 0 | $0 | 0.00% | −630−100.0% | Sold out |
| Prime Capital Investment Advisors, LLC | 0 | $0 | 0.00% | −586−100.0% | Sold out |
| Sompo Asset Management Co., Ltd. | 0 | $0 | 0.00% | −580−100.0% | Sold out |
| Whitaker-Myers Wealth Managers, LTD. | 0 | $0 | 0.00% | −531−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −506−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −506−100.0% | Sold out |
| Delap Wealth Advisory, LLC | 0 | $0 | 0.00% | −506−100.0% | Sold out |
| Armistice Capital, LLC | 0 | $0 | 0.00% | −505−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −148−100.0% | Sold out |
| SYSTM Wealth Solutions LLC | 0 | $0 | 0.00% | −143−100.0% | Sold out |
| University of Texas/Texas Am Investment Managment Co | 0 | $0 | 0.00% | −90−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Oliver Lagore Vanvalin Investment Group | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| City State Bank | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Western Pacific Wealth Management, LP | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Rakuten Securities, Inc. | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Abound Wealth Management | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| TD Capital Management LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Tfo-TDC, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Credit Suisse AG | – | – | – | – | Not filed |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | – | – | – | – | Not filed |
| Shell Asset Management Co | – | – | – | – | Not filed |