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 |
|---|---|---|---|---|---|
| Rhumbline Advisers | 77,973 | $30.6M | 0.03% | −2,362−2.9% | Reduced |
| South Dakota Investment Council | 78,185 | $30.6M | 0.60% | +19,846+34.0% | Added |
| JPMorgan Chase & Co | 78,469 | $30.7M | 0.00% | +12,791+19.5% | Added |
| Zweig-DiMenna Associates LLC | 79,909 | $31.3M | 3.18% | 00.0% | Unchanged |
| TD Asset Management Inc | 85,969 | $34.0M | 0.03% | −9,407−9.9% | Reduced |
| Royal Bank of Canada | 87,194 | $34.2M | 0.01% | −5,308−5.7% | Reduced |
| Schroder Investment Management Group | 87,514 | $34.6M | 0.04% | +3,301+3.9% | Added |
| Robeco Institutional Asset Management B.V. | 88,350 | $34.6M | 0.07% | −4,218−4.6% | Reduced |
| APG Asset Management N.V. | 101,935 | $35.8M | 0.24% | −24,317−19.3% | Reduced |
| Two Sigma Investments, LP | 96,240 | $37.7M | 0.09% | +27,808+40.6% | Added |
| Clark Capital Management Group, Inc. | 97,027 | $38.0M | 0.26% | +2,404+2.5% | Added |
| Mackenzie Financial Corp | 97,960 | $38.4M | 0.05% | +43,937+81.3% | Added |
| Qube Research & Technologies Ltd | 98,123 | $38.4M | 0.07% | −2,733−2.7% | Reduced |
| Price T Rowe Associates Inc | 98,794 | $38.7M | 0.00% | +4,673+5.0% | Added |
| Los Angeles Capital Management LLC | 101,743 | $39.9M | 0.16% | −84,177−45.3% | Reduced |
| SEI Investments Co | 103,031 | $40.4M | 0.05% | +9,258+9.9% | Added |
| National Pension Service | 103,315 | $40.5M | 0.04% | +20,040+24.1% | Added |
| FIL Ltd | 103,826 | $40.7M | 0.04% | +13,012+14.3% | Added |
| Systematic Financial Management LP | 104,235 | $40.8M | 1.04% | +9,667+10.2% | Added |
| Storebrand Asset Management AS | 109,806 | $43.0M | 0.14% | −2,840−2.5% | Reduced |
| Man Group plc | 111,734 | $43.8M | 0.12% | −96,441−46.3% | Reduced |
| Goldman Sachs Group Inc | 113,102 | $44.3M | 0.01% | +5,421+5.0% | Added |
| American Century Companies Inc | 114,078 | $44.7M | 0.03% | +3,775+3.4% | Added |
| BNP Paribas Arbitrage, SA | 114,712 | $44.9M | 0.04% | +69,166+151.9% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 116,752 | $45.7M | 0.03% | +8,345+7.7% | Added |
| Regions Financial Corp | 125,036 | $49.0M | 0.35% | −928−0.7% | Reduced |
| Zimmer Partners, LP | 126,224 | $49.5M | 0.93% | +26,224+26.2% | Added |
| Swiss National Bank | 128,800 | $50.5M | 0.03% | −100−0.1% | Reduced |
| General American Investors Co Inc | 134,686 | $52.8M | 3.67% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 149,362 | $58.5M | 0.15% | +3,866+2.7% | Added |
| Prana Capital Management, LP | 156,881 | $61.5M | 2.81% | −59,479−27.5% | Reduced |
| KBC Group NV | 169,524 | $66.4M | 0.20% | −192,887−53.2% | Reduced |
| Citadel Advisors LLC | 171,289 | $67.1M | 0.07% | +162,439+1,835.5% | Added |
| Johnson Investment Counsel Inc | 177,343 | $69.5M | 0.68% | +8,209+4.9% | Added |
| Deutsche Bank AG | 181,238 | $71.0M | 0.03% | +10,490+6.1% | Added |
| Bank of Montreal | 199,361 | $78.8M | 0.04% | +58,787+41.8% | Added |
| California Public Employees Retirement System | 202,984 | $79.5M | 0.06% | −17,065−7.8% | Reduced |
| Alliancebernstein L.P. | 206,968 | $81.1M | 0.03% | −139,813−40.3% | Reduced |
| UBS Group AG | 210,942 | $82.7M | 0.02% | +120,261+132.6% | Added |
| Amundi | 221,921 | $82.9M | 0.03% | +67,388+43.6% | Added |
| Barclays PLC | 213,914 | $83.8M | 0.04% | +13,992+7.0% | Added |
| Bank of America Corp | 217,919 | $85.4M | 0.01% | +40,938+23.1% | Added |
| Earnest Partners LLC | 227,587 | $89.2M | 0.39% | +680.0% | Added |
| Ameriprise Financial Inc | 244,243 | $95.7M | 0.02% | −124,129−33.7% | Reduced |
| Vulcan Value Partners, LLC | 258,141 | $101.1M | 1.69% | +258,141 | New |
| Victory Capital Management Inc | 262,402 | $102.8M | 0.10% | −33,647−11.4% | Reduced |
| Millennium Management LLC | 265,626 | $104.1M | 0.09% | +217,587+452.9% | Added |
| Clearbridge Investments, LLC | 274,735 | $107.6M | 0.08% | −8,861−3.1% | Reduced |
| Bank of New York Mellon Corp | 276,981 | $108.5M | 0.02% | −13,488−4.6% | Reduced |
| UBS Asset Management Americas Inc | 308,155 | $120.7M | 0.03% | +251,337+442.4% | Added |
| Legal & General Group Plc | 351,397 | $137.7M | 0.04% | −3,538−1.0% | Reduced |
| Polar Capital Holdings Plc | 360,000 | $141.1M | 0.83% | +9,022+2.6% | Added |
| Northern Trust Corp | 365,632 | $143.3M | 0.02% | −9,352−2.5% | Reduced |
| Charles Schwab Investment Management Inc | 383,060 | $150.1M | 0.03% | −3,691−1.0% | Reduced |
| Assetmark, Inc | 409,989 | $160.6M | 0.46% | +116,559+39.7% | Added |
| FMR LLC | 410,861 | $161.0M | 0.01% | +72,822+21.5% | Added |
| LSV Asset Management | 439,197 | $172.1M | 0.37% | −37,236−7.8% | Reduced |
| Massachusetts Financial Services Co | 490,691 | $192.3M | 0.06% | +30,458+6.6% | Added |
| Dimensional Fund Advisors LP | 558,994 | $219.0M | 0.05% | +23,873+4.5% | Added |
| William Blair Investment Management, LLC | 581,787 | $228.0M | 0.56% | +1,616+0.3% | Added |
| Altrinsic Global Advisors LLC | 624,642 | $244.8M | 10.41% | −18,931−2.9% | Reduced |
| Morgan Stanley | 626,323 | $245.4M | 0.02% | +83,696+15.4% | Added |
| Invesco Ltd. | 729,849 | $286.0M | 0.06% | −59,191−7.5% | Reduced |
| First Trust Advisors LP | 739,934 | $289.9M | 0.28% | +492,605+199.2% | Added |
| Nuveen Asset Management, LLC | 772,830 | $302.8M | 0.09% | −27,414−3.4% | Reduced |
| AQR Capital Management LLC | 836,216 | $327.7M | 0.45% | −196,263−19.0% | Reduced |
| Champlain Investment Partners, LLC | 923,930 | $362.0M | 2.19% | −20,420−2.2% | Reduced |
| Norges Bank | 1,038,137 | $406.8M | 0.06% | +140,614+15.7% | Added |
| Geode Capital Management, LLC | 1,155,760 | $453.8M | 0.04% | +16,180+1.4% | Added |
| Franklin Resources Inc | 1,277,067 | $509.1M | 0.14% | −4,918−0.4% | Reduced |
| Boston Partners | 1,372,651 | $537.8M | 0.63% | +143,973+11.7% | Added |
| State Street Corp | 1,916,390 | $750.9M | 0.03% | −15,555−0.8% | Reduced |
| Wellington Management Group LLP | 2,205,733 | $864.3M | 0.15% | −1,683,264−43.3% | Reduced |
| BlackRock, Inc. | 3,794,905 | $1.49B | 0.03% | +3,794,905 | New |
| Vanguard Group Inc | 5,516,237 | $2.16B | 0.04% | +171,859+3.2% | Added |
| Moran Wealth Management, LLC | 0 | $0 | 0.00% | −30,353−100.0% | Sold out |
| Bokf, NA | 0 | $0 | 0.00% | −11,576−100.0% | Sold out |
| Dupree Financial Group, LLC | 0 | $0 | 0.00% | −10,927−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −6,227−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −5,725−100.0% | Sold out |
| Dynamic Advisor Solutions LLC | 0 | $0 | 0.00% | −4,803−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −3,515−100.0% | Sold out |
| Perpetual Ltd | 0 | $0 | 0.00% | −2,877−100.0% | Sold out |
| WealthTrust Asset Management, LLC | 0 | $0 | 0.00% | −2,770−100.0% | Sold out |
| Wexford Capital LP | 0 | $0 | 0.00% | −2,100−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −1,581−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −1,535−100.0% | Sold out |
| New Wave Wealth Advisors LLC | 0 | $0 | 0.00% | −1,299−100.0% | Sold out |
| Ossiam | 0 | $0 | 0.00% | −1,293−100.0% | Sold out |
| ClearAlpha Technologies LP | 0 | $0 | 0.00% | −1,270−100.0% | Sold out |
| Stephens Inc | 0 | $0 | 0.00% | −1,235−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −1,037−100.0% | Sold out |
| We Are One Seven, LLC | 0 | $0 | 0.00% | −1,004−100.0% | Sold out |
| Asahi Life Asset Management Co., Ltd. | 0 | $0 | 0.00% | −870−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −846−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −829−100.0% | Sold out |
| Clare Market Investments LLC | 0 | $0 | 0.00% | −750−100.0% | Sold out |
| Banque Cantonale Vaudoise | 0 | $0 | 0.00% | −745−100.0% | Sold out |
| Lake Street Financial LLC | 0 | $0 | 0.00% | −734−100.0% | Sold out |
| American Trust | 0 | $0 | 0.00% | −720−100.0% | Sold out |