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 |
|---|---|---|---|---|---|
| Adage Capital Partners GP, L.L.C. | 41,681 | $15.9M | 0.03% | −80,900−66.0% | Reduced |
| Davis Selected Advisers | 40,889 | $15.6M | 0.09% | −320−0.8% | Reduced |
| New York State Common Retirement Fund | 40,031 | $15.3M | 0.02% | +799+2.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 39,798 | $15.2M | 0.05% | −808−2.0% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 38,619 | $14.7M | 0.06% | +5,294+15.9% | Added |
| Mercer Global Advisors Inc | 37,931 | $14.5M | 0.04% | +3,791+11.1% | Added |
| QRG Capital Management, Inc. | 38,029 | $14.5M | 0.17% | +1,618+4.4% | Added |
| Russell Investments Group, Ltd. | 37,589 | $14.3M | 0.02% | −34,575−47.9% | Reduced |
| Swedbank AB | 37,218 | $14.2M | 0.02% | −703−1.9% | Reduced |
| Great West Life Assurance Co | 36,754 | $14.0M | 0.03% | −1,039−2.7% | Reduced |
| Susquehanna International Group, LLP | 35,714 | $13.6M | 0.02% | +26,029+268.8% | Added |
| Summit Global Investments | 35,685 | $13.6M | 0.92% | +10,355+40.9% | Added |
| Royal London Asset Management Ltd | 34,750 | $13.2M | 0.03% | +13,891+66.6% | Added |
| DekaBank Deutsche Girozentrale | 34,755 | $13.2M | 0.02% | +770+2.3% | Added |
| LMCG Investments, LLC | 34,396 | $13.1M | 0.76% | −121−0.4% | Reduced |
| Northwest & Ethical Investments L.P. | 33,940 | $12.9M | 0.37% | +1,090+3.3% | Added |
| Boston Trust Walden Corp | 32,862 | $12.5M | 0.09% | −5,001−13.2% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 32,230 | $12.3M | 0.03% | −17,586−35.3% | Reduced |
| Colony Group, LLC | 32,225 | $12.3M | 0.04% | +32,225 | New |
| Andra AP-fonden | 32,200 | $12.3M | 0.21% | +32,200 | New |
| Envestnet Asset Management Inc | 32,021 | $12.2M | 0.00% | −4,047−11.2% | Reduced |
| Te Ahumairangi Investment Management Ltd | 31,840 | $12.1M | 2.33% | +1,145+3.7% | Added |
| Manufacturers Life Insurance Company, The | 31,164 | $11.9M | 0.01% | −8,085−20.6% | Reduced |
| State of Wisconsin Investment Board | 31,046 | $11.8M | 0.03% | +854+2.8% | Added |
| NFC Investments, LLC | 30,390 | $11.6M | 3.32% | +50+0.2% | Added |
| Moran Wealth Management, LLC | 30,353 | $11.6M | 0.38% | −16,237−34.9% | Reduced |
| Macquarie Group Ltd | 30,336 | $11.6M | 0.01% | +20,357+204.0% | Added |
| Glenmede Trust Co NA | 30,164 | $11.5M | 0.06% | −1,274−4.1% | Reduced |
| Illinois Municipal Retirement Fund | 29,920 | $11.4M | 0.17% | +5,682+23.4% | Added |
| Credit Agricole S A | 28,994 | $11.0M | 0.07% | +8,869+44.1% | Added |
| Buckingham Capital Management, Inc. | 28,308 | $10.8M | 1.29% | +383+1.4% | Added |
| Standard Life Aberdeen plc | 28,252 | $10.8M | 0.02% | +3,947+16.2% | Added |
| State Board of Administration of Florida Retirement System | 27,911 | $10.6M | 0.02% | −8,701−23.8% | Reduced |
| Nordea Investment Management AB | 27,207 | $10.4M | 0.01% | −66−0.2% | Reduced |
| Natixis Advisors, L.P. | 27,154 | $10.3M | 0.02% | −13,531−33.3% | Reduced |
| Cerity Partners LLC | 25,822 | $9.84M | 0.03% | −371−1.4% | Reduced |
| Interval Partners, LP | 25,551 | $9.74M | 0.29% | −34,429−57.4% | Reduced |
| CI Private Wealth, LLC | 24,900 | $9.49M | 0.02% | +7,006+39.2% | Added |
| Wells Fargo & Company | 24,840 | $9.46M | 0.00% | −10,312−29.3% | Reduced |
| Raymond James & Associates | 24,660 | $9.40M | 0.01% | −9,701−28.2% | Reduced |
| Intech Investment Management LLC | 24,158 | $9.20M | 0.11% | +562+2.4% | Added |
| Korea Investment CORP | 24,158 | $9.20M | 0.02% | +18,282+311.1% | Added |
| Chevy Chase Trust Holdings, Inc. | 23,769 | $9.06M | 0.03% | −307−1.3% | Reduced |
| Employees Retirement System of Texas | 23,748 | $9.05M | 0.08% | +3,005+14.5% | Added |
| LS Investment Advisors, LLC | 23,636 | $9.01M | 1.41% | −274−1.1% | Reduced |
| Bridgewater Associates, LP | 23,463 | $8.94M | 0.05% | +3,146+15.5% | Added |
| Thrivent Financial for Lutherans | 23,129 | $8.81M | 0.02% | +15,653+209.4% | Added |
| Susquehanna Fundamental Investments, LLC | 23,090 | $8.80M | 0.20% | +23,090 | New |
| Pictet Asset Management Holding SA | 22,138 | $8.44M | 0.01% | +1,117+5.3% | Added |
| Toronto Dominion Bank | 21,373 | $8.14M | 0.01% | −3,549−14.2% | Reduced |
| LPL Financial LLC | 21,019 | $8.01M | 0.00% | −431−2.0% | Reduced |
| First Trust Investment Solutions L.P. | 20,195 | $7.69M | 1.08% | −1,628−7.5% | Reduced |
| State of Tennessee, Treasury Department | 19,791 | $7.54M | 0.03% | −5,804−22.7% | Reduced |
| Treasurer of the State of North Carolina | 19,246 | $7.33M | 0.03% | −11,807−38.0% | Reduced |
| Voya Investment Management LLC | 18,908 | $7.20M | 0.01% | +1,088+6.1% | Added |
| Leuthold Group, LLC | 18,571 | $7.08M | 0.82% | −176−0.9% | Reduced |
| Ensign Peak Advisors, Inc | 17,565 | $6.69M | 0.01% | −85−0.5% | Reduced |
| Mediolanum International Funds Ltd | 18,738 | $6.66M | 0.11% | +1,525+8.9% | Added |
| Mutual of America Capital Management LLC | 17,062 | $6.50M | 0.07% | +1,119+7.0% | Added |
| Mn Services Vermogensbeheer B.V. | 17,000 | $6.48M | 0.05% | −500−2.9% | Reduced |
| Asset Management One Co.,Ltd. | 16,412 | $6.25M | 0.02% | +388+2.4% | Added |
| Clear Harbor Asset Management, LLC | 16,115 | $6.14M | 0.53% | +606+3.9% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 15,618 | $5.95M | 0.02% | +15,618 | New |
| State of New Jersey Common Pension Fund D | 15,376 | $5.86M | 0.03% | −8,731−36.2% | Reduced |
| Rafferty Asset Management, LLC | 15,288 | $5.83M | 0.02% | +17+0.1% | Added |
| Resona Asset Management Co.,Ltd. | 14,443 | $5.50M | 0.03% | −908−5.9% | Reduced |
| Equitable Trust Co | 14,281 | $5.44M | 0.37% | +5,417+61.1% | Added |
| Nisa Investment Advisors, LLC | 14,268 | $5.44M | 0.03% | −1,842−11.4% | Reduced |
| Amalgamated Bank | 14,129 | $5.38M | 0.05% | +2,328+19.7% | Added |
| Manning & Napier Advisors LLC | 14,056 | $5.36M | 0.06% | +14,056 | New |
| Fjarde AP-fonden (The Fourth Swedish National Pensionfund) | 13,987 | $5.33M | 0.06% | +13,987 | New |
| Mount Yale Investment Advisors, LLC | 13,602 | $5.18M | 0.41% | −2,052−13.1% | Reduced |
| Bank of Nova Scotia | 13,337 | $5.08M | 0.01% | +6,958+109.1% | Added |
| PGGM Investments | 13,108 | $4.99M | 0.07% | −430−3.2% | Reduced |
| State of Michigan Retirement System | 12,911 | $4.92M | 0.03% | +200+1.6% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 12,853 | $4.90M | 0.02% | −29,599−69.7% | Reduced |
| Meritage Portfolio Management | 12,791 | $4.87M | 0.31% | −152−1.2% | Reduced |
| Nomura Asset Management Co Ltd | 12,694 | $4.84M | 0.02% | +855+7.2% | Added |
| Berger Financial Group, Inc | 12,658 | $4.82M | 0.38% | +56+0.4% | Added |
| Two Sigma Advisers, LP | 12,500 | $4.76M | 0.01% | +9,400+303.2% | Added |
| Aviva PLC | 12,485 | $4.76M | 0.01% | −483−3.7% | Reduced |
| Mount Lucas Management LP | 12,286 | $4.68M | 1.66% | +404+3.4% | Added |
| ProShare Advisors LLC | 12,213 | $4.65M | 0.01% | +360+3.0% | Added |
| Resources Investment Advisors, LLC. | 12,134 | $4.62M | 0.06% | −253−2.0% | Reduced |
| Van Den Berg Management I, Inc | 12,024 | $4.58M | 1.36% | +4,915+69.1% | Added |
| Arizona State Retirement System | 11,959 | $4.56M | 0.03% | +25+0.2% | Added |
| MetLife Investment Management | 11,910 | $4.54M | 0.03% | +1,520+14.6% | Added |
| Foster & Motley Inc | 11,773 | $4.49M | 0.31% | −953−7.5% | Reduced |
| Guggenheim Capital LLC | 11,729 | $4.47M | 0.03% | +2,109+21.9% | Added |
| State of Alaska, Department of Revenue | 11,632 | $4.43M | 0.05% | −2,470−17.5% | Reduced |
| Bokf, NA | 11,576 | $4.41M | 0.08% | −1,751−13.1% | Reduced |
| Federated Hermes, Inc. | 11,523 | $4.39M | 0.01% | +515+4.7% | Added |
| Federation des caisses Desjardins du Quebec | 11,246 | $4.28M | 0.02% | +1,123+11.1% | Added |
| Corebridge Financial, Inc. | 11,186 | $4.26M | 0.02% | +11,186 | New |
| IFM Investors Pty Ltd | 11,170 | $4.26M | 0.04% | +888+8.6% | Added |
| Jane Street Group, LLC | 11,108 | $4.23M | 0.00% | −3,627−24.6% | Reduced |
| Dupree Financial Group, LLC | 10,927 | $4.16M | 1.89% | −2,779−20.3% | Reduced |
| Cary Street Partner Investment Advisory LLC | 10,919 | $4.16M | 0.17% | +47+0.4% | Added |
| Sit Investment Associates Inc | 10,827 | $4.13M | 0.09% | −10,040−48.1% | Reduced |
| Fca Corp | 10,263 | $3.91M | 1.25% | −179−1.7% | Reduced |