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 |
|---|---|---|---|---|---|
| Cetera Investment Advisers | 5,254 | $2.06M | 0.00% | −62−1.2% | Reduced |
| Nissay Asset Management Corp | 5,279 | $2.07M | 0.01% | +157+3.1% | Added |
| The PNC Financial Services Group, Inc. | 5,293 | $2.07M | 0.00% | +346+7.0% | Added |
| Kingsview Wealth Management, LLC | 5,297 | $2.08M | 0.04% | +5,297 | New |
| Daiwa Securities Group Inc. | 5,392 | $2.11M | 0.01% | +648+13.7% | Added |
| Diversified Trust Co | 5,424 | $2.13M | 0.05% | +440+8.8% | Added |
| Weiss Asset Management LP | 5,474 | $2.14M | 0.05% | +5,474 | New |
| Yousif Capital Management, LLC | 5,545 | $2.17M | 0.02% | −142−2.5% | Reduced |
| Janus Henderson Group PLC | 5,605 | $2.20M | 0.00% | 00.0% | Unchanged |
| Centiva Capital, LP | 5,651 | $2.21M | 0.10% | +887+18.6% | Added |
| Mount Lucas Management LP | 5,689 | $2.23M | 0.76% | −6,597−53.7% | Reduced |
| Anchor Capital Advisors LLC | 6,053 | $2.37M | 0.06% | +100+1.7% | Added |
| Brandywine Global Investment Management, LLC | 5,957 | $2.37M | 0.02% | +5,957 | New |
| Strategic Investment Advisors | 6,092 | $2.39M | 0.26% | +2,904+91.1% | Added |
| Oppenheimer & Co Inc | 6,257 | $2.45M | 0.04% | +76+1.2% | Added |
| CIBC Asset Management Inc | 6,309 | $2.47M | 0.01% | +460+7.9% | Added |
| Ostrum Asset Management | 6,321 | $2.48M | 0.20% | +76+1.2% | Added |
| New York Life Investment Management LLC | 6,403 | $2.51M | 0.02% | −72−1.1% | Reduced |
| Kempner Capital Management Inc. | 6,479 | $2.54M | 1.30% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 6,510 | $2.55M | 0.18% | +6,510 | New |
| Bright Futures Wealth Management, LLC. | 6,766 | $2.57M | 1.24% | +101+1.5% | Added |
| Alamar Capital Management, LLC | 6,696 | $2.62M | 1.45% | −13−0.2% | Reduced |
| Tredje AP-fonden | 6,747 | $2.64M | 0.02% | 00.0% | Unchanged |
| Omers Administration Corp | 6,902 | $2.70M | 0.02% | −3,200−31.7% | Reduced |
| Xponance, Inc. | 6,913 | $2.71M | 0.03% | −78−1.1% | Reduced |
| Channel Wealth LLC | 6,930 | $2.72M | 0.89% | −179−2.5% | Reduced |
| AXA S.A. | 6,971 | $2.73M | 0.01% | −171−2.4% | Reduced |
| Gilman Hill Asset Management, LLC | 7,008 | $2.75M | 0.46% | +60+0.9% | Added |
| Davenport & Co LLC | 7,019 | $2.77M | 0.02% | −253−3.5% | Reduced |
| Utah Retirement Systems | 7,121 | $2.79M | 0.03% | 00.0% | Unchanged |
| British Columbia Investment Management Corp | 7,251 | $2.84M | 0.02% | −1,087−13.0% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 7,500 | $2.94M | 0.01% | 00.0% | Unchanged |
| Jump Financial, LLC | 7,506 | $2.94M | 0.06% | +7,506 | New |
| Aquatic Capital Management LLC | 7,520 | $2.95M | 0.08% | +7,520 | New |
| Cary Street Partners Asset Management LLC | 7,536 | $2.95M | 0.39% | −50−0.7% | Reduced |
| Public Sector Pension Investment Board | 7,544 | $2.96M | 0.02% | +200+2.7% | Added |
| USS Investment Management Ltd | 7,575 | $2.97M | 0.02% | +2,586+51.8% | Added |
| Point72 Hong Kong Ltd | 7,673 | $3.01M | 0.22% | +7,673 | New |
| California First Leasing Corp | 7,740 | $3.03M | 1.32% | 00.0% | Unchanged |
| Vista Investment Partners LLC | 7,819 | $3.06M | 0.98% | +86+1.1% | Added |
| Alaska Permanent Fund Corp | 7,833 | $3.07M | 0.04% | 00.0% | Unchanged |
| Wedge Capital Management L L P | 7,897 | $3.09M | 0.05% | −156−1.9% | Reduced |
| US Bancorp | 7,953 | $3.12M | 0.00% | +80+1.0% | Added |
| Agf Management Ltd | 7,982 | $3.13M | 0.02% | +1,318+19.8% | Added |
| DnB Asset Management AS | 8,047 | $3.15M | 0.01% | +643+8.7% | Added |
| Lecap Asset Management Ltd | 8,086 | $3.17M | 0.68% | +8,086 | New |
| Graphene Investments SAS | 8,200 | $3.21M | 2.06% | 00.0% | Unchanged |
| Twin Capital Management Inc | 8,311 | $3.26M | 0.37% | −30−0.4% | Reduced |
| Prudential Financial Inc | 8,412 | $3.30M | 0.00% | −88−1.0% | Reduced |
| CIBC World Markets Corp | 8,438 | $3.31M | 0.02% | +80+1.0% | Added |
| Guggenheim Capital LLC | 8,567 | $3.36M | 0.02% | −3,162−27.0% | Reduced |
| Equitable Trust Co | 8,599 | $3.37M | 0.22% | −5,682−39.8% | Reduced |
| New Vernon Investment Management LLC | 8,757 | $3.42M | 3.68% | 00.0% | Unchanged |
| Czech National Bank | 8,815 | $3.45M | 0.03% | +534+6.4% | Added |
| Amalgamated Bank | 8,823 | $3.46M | 0.03% | −5,306−37.6% | Reduced |
| Continuum Advisory, LLC | 9,453 | $3.46M | 0.44% | +887+10.4% | Added |
| Canada Pension Plan Investment Board | 8,880 | $3.48M | 0.00% | 00.0% | Unchanged |
| Foster & Motley Inc | 8,917 | $3.49M | 0.22% | −2,856−24.3% | Reduced |
| Janney Montgomery Scott LLC | 9,006 | $3.53M | 0.01% | −40.0% | Reduced |
| Abn Amro Investment Solutions | 9,168 | $3.59M | 0.06% | −615−6.3% | Reduced |
| State of Alaska, Department of Revenue | 9,227 | $3.61M | 0.04% | −2,405−20.7% | Reduced |
| Quantinno Capital Management LP | 9,311 | $3.65M | 0.05% | +60+0.6% | Added |
| Natixis | 9,396 | $3.68M | 0.02% | +3,928+71.8% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 9,420 | $3.69M | 0.02% | −126−1.3% | Reduced |
| Retirement Systems of Alabama | 9,473 | $3.71M | 0.01% | −114−1.2% | Reduced |
| Commonwealth Equity Services, LLC | 9,617 | $3.77M | 0.01% | +7,712+404.8% | Added |
| Empowered Funds, LLC | 9,622 | $3.77M | 0.06% | +7,158+290.5% | Added |
| Twinbeech Capital LP | 9,690 | $3.80M | 0.07% | +9,690 | New |
| Advisor Group Holdings, Inc. | 10,143 | $3.97M | 0.01% | +232+2.3% | Added |
| Fca Corp | 10,390 | $4.07M | 1.25% | +127+1.2% | Added |
| Shell Asset Management Co | 10,698 | $4.19M | 0.18% | +10,698 | New |
| Corebridge Financial, Inc. | 10,825 | $4.24M | 0.02% | −361−3.2% | Reduced |
| Cary Street Partner Investment Advisory LLC | 10,863 | $4.26M | 0.16% | −56−0.5% | Reduced |
| Vinva Investment Management Ltd | 10,866 | $4.29M | 0.19% | +10,866 | New |
| Wells Fargo & Company | 11,021 | $4.32M | 0.00% | −13,819−55.6% | Reduced |
| IFM Investors Pty Ltd | 11,208 | $4.39M | 0.04% | +38+0.3% | Added |
| Forsta Ap-Fonden | 11,400 | $4.47M | 0.03% | +5,200+83.9% | Added |
| MetLife Investment Management | 11,567 | $4.53M | 0.03% | −343−2.9% | Reduced |
| Mount Yale Investment Advisors, LLC | 11,808 | $4.63M | 0.44% | −1,794−13.2% | Reduced |
| ProShare Advisors LLC | 11,823 | $4.63M | 0.01% | −390−3.2% | Reduced |
| Federated Hermes, Inc. | 12,011 | $4.71M | 0.01% | +488+4.2% | Added |
| Korea Investment CORP | 12,148 | $4.76M | 0.01% | −12,010−49.7% | Reduced |
| Lifeworks Advisors, LLC | 12,265 | $4.81M | 0.94% | +11,634+1,843.7% | Added |
| Credit Agricole S A | 12,399 | $4.86M | 0.03% | −16,595−57.2% | Reduced |
| Arizona State Retirement System | 12,451 | $4.88M | 0.03% | +492+4.1% | Added |
| Meritage Portfolio Management | 12,552 | $4.92M | 0.30% | −239−1.9% | Reduced |
| Berger Financial Group, Inc | 12,619 | $4.94M | 0.36% | −39−0.3% | Reduced |
| Aviva PLC | 12,705 | $4.98M | 0.01% | +220+1.8% | Added |
| Resources Investment Advisors, LLC. | 12,708 | $4.98M | 0.06% | +574+4.7% | Added |
| Nomura Asset Management Co Ltd | 12,789 | $5.01M | 0.02% | +95+0.7% | Added |
| State of Michigan Retirement System | 12,811 | $5.02M | 0.02% | −100−0.8% | Reduced |
| PGGM Investments | 13,108 | $5.14M | 0.07% | 00.0% | Unchanged |
| Van Den Berg Management I, Inc | 13,422 | $5.26M | 1.52% | +1,398+11.6% | Added |
| Manning & Napier Advisors LLC | 13,697 | $5.37M | 0.06% | −359−2.6% | Reduced |
| Rafferty Asset Management, LLC | 14,671 | $5.75M | 0.02% | −617−4.0% | Reduced |
| Interval Partners, LP | 14,824 | $5.81M | 0.17% | −10,727−42.0% | Reduced |
| Resona Asset Management Co.,Ltd. | 14,836 | $5.82M | 0.03% | +393+2.7% | Added |
| State of New Jersey Common Pension Fund D | 15,138 | $5.93M | 0.02% | −238−1.5% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 15,693 | $6.15M | 0.03% | +2,840+22.1% | Added |
| Asset Management One Co.,Ltd. | 16,314 | $6.39M | 0.02% | −98−0.6% | Reduced |