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, Q3 2024
Institutional positions in Everest Group, Ltd. as of Sep 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
- 675
- +53 vs. Q2 2024
- Shares held
- 40.5M
- +4.06M (+11.2%) vs. Q2 2024
- Total value
- $15.8B
- +$1.96B (+14.2%) vs. Q2 2024
- New holders
- 101
- 233 more added
- Sold out
- 48
- 235 more reduced
9 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Everest Group, Ltd.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 5,516,237 | $2.16B | 0.04% | +171,859+3.2% | Added |
| BlackRock, Inc. | 3,794,905 | $1.49B | 0.03% | +3,794,905 | New |
| Wellington Management Group LLP | 2,205,733 | $864.3M | 0.15% | −1,683,264−43.3% | Reduced |
| State Street Corp | 1,916,390 | $750.9M | 0.03% | −15,555−0.8% | Reduced |
| Boston Partners | 1,372,651 | $537.8M | 0.63% | +143,973+11.7% | Added |
| Franklin Resources Inc | 1,277,067 | $509.1M | 0.14% | −4,918−0.4% | Reduced |
| Geode Capital Management, LLC | 1,155,760 | $453.8M | 0.04% | +16,180+1.4% | Added |
| Norges Bank | 1,038,137 | $406.8M | 0.06% | +140,614+15.7% | Added |
| Champlain Investment Partners, LLC | 923,930 | $362.0M | 2.19% | −20,420−2.2% | Reduced |
| AQR Capital Management LLC | 836,216 | $327.7M | 0.45% | −196,263−19.0% | Reduced |
| Nuveen Asset Management, LLC | 772,830 | $302.8M | 0.09% | −27,414−3.4% | Reduced |
| First Trust Advisors LP | 739,934 | $289.9M | 0.28% | +492,605+199.2% | Added |
| Invesco Ltd. | 729,849 | $286.0M | 0.06% | −59,191−7.5% | Reduced |
| Morgan Stanley | 626,323 | $245.4M | 0.02% | +83,696+15.4% | Added |
| Altrinsic Global Advisors LLC | 624,642 | $244.8M | 10.41% | −18,931−2.9% | Reduced |
| William Blair Investment Management, LLC | 581,787 | $228.0M | 0.56% | +1,616+0.3% | Added |
| Dimensional Fund Advisors LP | 558,994 | $219.0M | 0.05% | +23,873+4.5% | Added |
| Massachusetts Financial Services Co | 490,691 | $192.3M | 0.06% | +30,458+6.6% | Added |
| LSV Asset Management | 439,197 | $172.1M | 0.37% | −37,236−7.8% | Reduced |
| FMR LLC | 410,861 | $161.0M | 0.01% | +72,822+21.5% | Added |
| Assetmark, Inc | 409,989 | $160.6M | 0.46% | +116,559+39.7% | Added |
| Charles Schwab Investment Management Inc | 383,060 | $150.1M | 0.03% | −3,691−1.0% | Reduced |
| Northern Trust Corp | 365,632 | $143.3M | 0.02% | −9,352−2.5% | Reduced |
| Polar Capital Holdings Plc | 360,000 | $141.1M | 0.83% | +9,022+2.6% | Added |
| Legal & General Group Plc | 351,397 | $137.7M | 0.04% | −3,538−1.0% | Reduced |
| UBS Asset Management Americas Inc | 308,155 | $120.7M | 0.03% | +251,337+442.4% | Added |
| Bank of New York Mellon Corp | 276,981 | $108.5M | 0.02% | −13,488−4.6% | Reduced |
| Clearbridge Investments, LLC | 274,735 | $107.6M | 0.08% | −8,861−3.1% | Reduced |
| Millennium Management LLC | 265,626 | $104.1M | 0.09% | +217,587+452.9% | Added |
| Victory Capital Management Inc | 262,402 | $102.8M | 0.10% | −33,647−11.4% | Reduced |
| Vulcan Value Partners, LLC | 258,141 | $101.1M | 1.69% | +258,141 | New |
| Ameriprise Financial Inc | 244,243 | $95.7M | 0.02% | −124,129−33.7% | Reduced |
| Earnest Partners LLC | 227,587 | $89.2M | 0.39% | +680.0% | Added |
| Bank of America Corp | 217,919 | $85.4M | 0.01% | +40,938+23.1% | Added |
| Barclays PLC | 213,914 | $83.8M | 0.04% | +13,992+7.0% | Added |
| Amundi | 221,921 | $82.9M | 0.03% | +67,388+43.6% | Added |
| UBS Group AG | 210,942 | $82.7M | 0.02% | +120,261+132.6% | Added |
| Alliancebernstein L.P. | 206,968 | $81.1M | 0.03% | −139,813−40.3% | Reduced |
| California Public Employees Retirement System | 202,984 | $79.5M | 0.06% | −17,065−7.8% | Reduced |
| Bank of Montreal | 199,361 | $78.8M | 0.04% | +58,787+41.8% | Added |
| Deutsche Bank AG | 181,238 | $71.0M | 0.03% | +10,490+6.1% | Added |
| Johnson Investment Counsel Inc | 177,343 | $69.5M | 0.68% | +8,209+4.9% | Added |
| Citadel Advisors LLC | 171,289 | $67.1M | 0.07% | +162,439+1,835.5% | Added |
| KBC Group NV | 169,524 | $66.4M | 0.20% | −192,887−53.2% | Reduced |
| Prana Capital Management, LP | 156,881 | $61.5M | 2.81% | −59,479−27.5% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 149,362 | $58.5M | 0.15% | +3,866+2.7% | Added |
| General American Investors Co Inc | 134,686 | $52.8M | 3.67% | 00.0% | Unchanged |
| Swiss National Bank | 128,800 | $50.5M | 0.03% | −100−0.1% | Reduced |
| Zimmer Partners, LP | 126,224 | $49.5M | 0.93% | +26,224+26.2% | Added |
| Regions Financial Corp | 125,036 | $49.0M | 0.35% | −928−0.7% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 116,752 | $45.7M | 0.03% | +8,345+7.7% | Added |
| BNP Paribas Arbitrage, SA | 114,712 | $44.9M | 0.04% | +69,166+151.9% | Added |
| American Century Companies Inc | 114,078 | $44.7M | 0.03% | +3,775+3.4% | Added |
| Goldman Sachs Group Inc | 113,102 | $44.3M | 0.01% | +5,421+5.0% | Added |
| Man Group plc | 111,734 | $43.8M | 0.12% | −96,441−46.3% | Reduced |
| Storebrand Asset Management AS | 109,806 | $43.0M | 0.14% | −2,840−2.5% | Reduced |
| Systematic Financial Management LP | 104,235 | $40.8M | 1.04% | +9,667+10.2% | Added |
| FIL Ltd | 103,826 | $40.7M | 0.04% | +13,012+14.3% | Added |
| National Pension Service | 103,315 | $40.5M | 0.04% | +20,040+24.1% | Added |
| SEI Investments Co | 103,031 | $40.4M | 0.05% | +9,258+9.9% | Added |
| Los Angeles Capital Management LLC | 101,743 | $39.9M | 0.16% | −84,177−45.3% | Reduced |
| Price T Rowe Associates Inc | 98,794 | $38.7M | 0.00% | +4,673+5.0% | Added |
| Qube Research & Technologies Ltd | 98,123 | $38.4M | 0.07% | −2,733−2.7% | Reduced |
| Mackenzie Financial Corp | 97,960 | $38.4M | 0.05% | +43,937+81.3% | Added |
| Clark Capital Management Group, Inc. | 97,027 | $38.0M | 0.26% | +2,404+2.5% | Added |
| Two Sigma Investments, LP | 96,240 | $37.7M | 0.09% | +27,808+40.6% | Added |
| APG Asset Management N.V. | 101,935 | $35.8M | 0.24% | −24,317−19.3% | Reduced |
| Robeco Institutional Asset Management B.V. | 88,350 | $34.6M | 0.07% | −4,218−4.6% | Reduced |
| Schroder Investment Management Group | 87,514 | $34.6M | 0.04% | +3,301+3.9% | Added |
| Royal Bank of Canada | 87,194 | $34.2M | 0.01% | −5,308−5.7% | Reduced |
| TD Asset Management Inc | 85,969 | $34.0M | 0.03% | −9,407−9.9% | Reduced |
| Zweig-DiMenna Associates LLC | 79,909 | $31.3M | 3.18% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 78,469 | $30.7M | 0.00% | +12,791+19.5% | Added |
| South Dakota Investment Council | 78,185 | $30.6M | 0.60% | +19,846+34.0% | Added |
| Rhumbline Advisers | 77,973 | $30.6M | 0.03% | −2,362−2.9% | Reduced |
| Scout Investments, Inc. | 73,063 | $28.8M | 0.76% | +21,912+42.8% | Added |
| Jacobs Levy Equity Management, Inc | 71,468 | $28.0M | 0.11% | −16,936−19.2% | Reduced |
| Mariner, LLC | 66,527 | $26.1M | 0.05% | −14,788−18.2% | Reduced |
| California State Teachers Retirement System | 63,909 | $25.0M | 0.03% | −1,740−2.7% | Reduced |
| Woodline Partners LP | 63,157 | $24.7M | 0.21% | +63,157 | New |
| Lazard Asset Management LLC | 62,854 | $24.6M | 0.03% | −10,062−13.8% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 61,934 | $24.3M | 0.03% | +1,614+2.7% | Added |
| TCTC Holdings, LLC | 60,995 | $23.9M | 0.81% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 60,413 | $23.7M | 0.09% | +60,413 | New |
| Martingale Asset Management L P | 60,247 | $23.6M | 0.54% | −2,396−3.8% | Reduced |
| Danske Bank A/S | 59,423 | $23.3M | 0.08% | −6,279−9.6% | Reduced |
| Clough Capital Partners L P | 57,163 | $22.4M | 2.29% | +7,810+15.8% | Added |
| Deprince Race & Zollo Inc | 55,442 | $21.7M | 0.42% | +5,002+9.9% | Added |
| Arnhold LLC | 54,174 | $21.2M | 2.06% | +4,284+8.6% | Added |
| Principal Financial Group Inc | 53,892 | $21.1M | 0.01% | +2,818+5.5% | Added |
| Tudor Investment Corp Et Al | 53,718 | $21.0M | 0.23% | +53,718 | New |
| Citigroup Inc | 51,962 | $20.4M | 0.02% | +2,877+5.9% | Added |
| Renaissance Technologies LLC | 51,300 | $20.1M | 0.03% | +51,300 | New |
| Frontier Capital Management Co LLC | 50,189 | $19.7M | 0.19% | −1,347−2.6% | Reduced |
| CWM, LLC | 48,410 | $19.0M | 0.08% | −1,809−3.6% | Reduced |
| New York State Teachers Retirement System | 47,305 | $18.5M | 0.04% | −5,719−10.8% | Reduced |
| Grace & White Inc | 47,232 | $18.5M | 3.34% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 44,878 | $17.6M | 0.08% | +2,423+5.7% | Added |
| Prospector Partners LLC | 43,501 | $17.0M | 1.82% | +208+0.5% | Added |
| HSBC Holdings PLC | 42,846 | $16.8M | 0.01% | −3,153−6.9% | Reduced |