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 |
|---|---|---|---|---|---|
| Hancock Whitney Corp | 42,534 | $16.7M | 0.54% | −361−0.8% | Reduced |
| Philadelphia Financial Management of San Francisco, LLC | 42,340 | $16.6M | 3.55% | +42,340 | New |
| Mercer Global Advisors Inc | 38,877 | $15.4M | 0.04% | +946+2.5% | Added |
| Davis Selected Advisers | 38,883 | $15.2M | 0.09% | −2,006−4.9% | Reduced |
| QRG Capital Management, Inc. | 38,565 | $15.1M | 0.16% | +536+1.4% | Added |
| Allianz Asset Management GmbH | 38,504 | $15.1M | 0.02% | −27,581−41.7% | Reduced |
| Royal London Asset Management Ltd | 38,173 | $15.0M | 0.04% | +3,423+9.9% | Added |
| Susquehanna International Group, LLP | 38,094 | $14.9M | 0.03% | +2,380+6.7% | Added |
| Summit Global Investments | 37,371 | $14.6M | 0.93% | +1,686+4.7% | Added |
| Swedbank AB | 37,164 | $14.6M | 0.02% | −54−0.1% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 36,566 | $14.3M | 0.04% | +20,948+134.1% | Added |
| Great West Life Assurance Co | 36,443 | $14.3M | 0.02% | −311−0.8% | Reduced |
| Te Ahumairangi Investment Management Ltd | 36,095 | $14.1M | 2.49% | +4,255+13.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 35,857 | $14.0M | 0.04% | −3,941−9.9% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 35,756 | $14.0M | 0.06% | −2,863−7.4% | Reduced |
| Northwest & Ethical Investments L.P. | 35,582 | $13.9M | 0.37% | +1,642+4.8% | Added |
| State of Wisconsin Investment Board | 35,569 | $13.9M | 0.04% | +4,523+14.6% | Added |
| DekaBank Deutsche Girozentrale | 34,044 | $13.5M | 0.03% | −711−2.0% | Reduced |
| LMCG Investments, LLC | 34,326 | $13.4M | 0.81% | −70−0.2% | Reduced |
| Envestnet Asset Management Inc | 33,994 | $13.3M | 0.00% | +1,973+6.2% | Added |
| Illinois Municipal Retirement Fund | 33,797 | $13.2M | 0.19% | +3,877+13.0% | Added |
| Andra AP-fonden | 33,100 | $13.0M | 0.19% | +900+2.8% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 32,906 | $12.9M | 0.03% | +676+2.1% | Added |
| Boston Trust Walden Corp | 32,886 | $12.9M | 0.09% | +24+0.1% | Added |
| Capital Fund Management S.A. | 32,631 | $12.8M | 0.14% | −21,862−40.1% | Reduced |
| Manufacturers Life Insurance Company, The | 32,133 | $12.6M | 0.01% | +969+3.1% | Added |
| Raymond James & Associates | 31,966 | $12.5M | 0.01% | +7,306+29.6% | Added |
| Bank of Nova Scotia | 31,531 | $12.4M | 0.02% | +18,194+136.4% | Added |
| Macquarie Group Ltd | 30,959 | $12.1M | 0.01% | +623+2.1% | Added |
| Adage Capital Partners GP, L.L.C. | 30,781 | $12.1M | 0.02% | −10,900−26.2% | Reduced |
| NFC Investments, LLC | 30,445 | $11.9M | 3.43% | +55+0.2% | Added |
| New York State Common Retirement Fund | 30,331 | $11.9M | 0.02% | −9,700−24.2% | Reduced |
| Glenmede Trust Co NA | 29,779 | $11.7M | 0.06% | −385−1.3% | Reduced |
| Russell Investments Group, Ltd. | 29,721 | $11.6M | 0.02% | −7,868−20.9% | Reduced |
| Thrivent Financial for Lutherans | 29,559 | $11.6M | 0.02% | +6,430+27.8% | Added |
| State Board of Administration of Florida Retirement System | 28,388 | $11.1M | 0.02% | +477+1.7% | Added |
| CI Private Wealth, LLC | 28,296 | $11.1M | 0.02% | +3,396+13.6% | Added |
| Buckingham Capital Management, Inc. | 28,173 | $11.0M | 1.26% | −135−0.5% | Reduced |
| Intech Investment Management LLC | 27,324 | $10.7M | 0.12% | +3,166+13.1% | Added |
| Bridgewater Associates, LP | 27,297 | $10.7M | 0.06% | +3,834+16.3% | Added |
| Nordea Investment Management AB | 26,962 | $10.5M | 0.01% | −245−0.9% | Reduced |
| Natixis Advisors, L.P. | 26,410 | $10.3M | 0.02% | −744−2.7% | Reduced |
| Cerity Partners LLC | 25,469 | $9.98M | 0.02% | −353−1.4% | Reduced |
| Nisa Investment Advisors, LLC | 24,805 | $9.72M | 0.06% | +10,537+73.9% | Added |
| SG Americas Securities, LLC | 24,556 | $9.62M | 0.04% | +18,175+284.8% | Added |
| Colony Group, LLC | 63,559 | $9.58M | 0.03% | +31,334+97.2% | Added |
| Allspring Global Investments Holdings, LLC | 24,417 | $9.57M | 0.01% | −45,144−64.9% | Reduced |
| Employees Retirement System of Texas | 23,748 | $9.30M | 0.08% | 00.0% | Unchanged |
| Holocene Advisors, LP | 23,651 | $9.27M | 0.04% | +23,651 | New |
| LS Investment Advisors, LLC | 23,634 | $9.26M | 1.37% | −20.0% | Reduced |
| Mediolanum International Funds Ltd | 23,440 | $9.25M | 0.13% | +4,702+25.1% | Added |
| Pictet Asset Management Holding SA | 23,381 | $9.16M | 0.01% | +1,243+5.6% | Added |
| Standard Life Aberdeen plc | 23,355 | $9.16M | 0.02% | −4,897−17.3% | Reduced |
| LPL Financial LLC | 23,313 | $9.13M | 0.00% | +2,294+10.9% | Added |
| Chevy Chase Trust Holdings, Inc. | 23,231 | $9.10M | 0.03% | −538−2.3% | Reduced |
| Toronto Dominion Bank | 21,585 | $8.46M | 0.01% | +212+1.0% | Added |
| Two Sigma Advisers, LP | 20,700 | $8.11M | 0.02% | +8,200+65.6% | Added |
| Campbell & CO Investment Adviser LLC | 20,116 | $7.88M | 0.59% | +20,116 | New |
| Mutual of America Capital Management LLC | 19,962 | $7.82M | 0.08% | +2,900+17.0% | Added |
| Schonfeld Strategic Advisors LLC | 19,944 | $7.81M | 0.06% | −25,831−56.4% | Reduced |
| State of Tennessee, Treasury Department | 19,783 | $7.75M | 0.03% | −80.0% | Reduced |
| Jane Street Group, LLC | 19,650 | $7.70M | 0.01% | +8,542+76.9% | Added |
| Cubist Systematic Strategies, LLC | 19,615 | $7.69M | 0.12% | +19,615 | New |
| Public Employees Retirement System of Ohio | 19,461 | $7.63M | 0.03% | +19,461 | New |
| Lighthouse Investment Partners, LLC | 19,437 | $7.62M | 0.41% | +12,786+192.2% | Added |
| Treasurer of the State of North Carolina | 19,336 | $7.58M | 0.03% | +90+0.5% | Added |
| AustralianSuper Pty Ltd | 18,316 | $7.18M | 0.04% | +18,316 | New |
| Leuthold Group, LLC | 18,025 | $7.06M | 0.79% | −546−2.9% | Reduced |
| SPX Equities Gestao de Recursos Ltda | 17,828 | $6.99M | 0.93% | +17,828 | New |
| First Trust Investment Solutions L.P. | 17,795 | $6.97M | 0.79% | −2,400−11.9% | Reduced |
| Voya Investment Management LLC | 17,534 | $6.87M | 0.01% | −1,374−7.3% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 17,187 | $6.73M | 0.07% | +17,187 | New |
| Mn Services Vermogensbeheer B.V. | 17,000 | $6.66M | 0.05% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 16,715 | $6.55M | 0.01% | −850−4.8% | Reduced |
| Clear Harbor Asset Management, LLC | 16,667 | $6.53M | 0.54% | +552+3.4% | Added |
| Asset Management One Co.,Ltd. | 16,314 | $6.39M | 0.02% | −98−0.6% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 15,693 | $6.15M | 0.03% | +2,840+22.1% | Added |
| State of New Jersey Common Pension Fund D | 15,138 | $5.93M | 0.02% | −238−1.5% | Reduced |
| Resona Asset Management Co.,Ltd. | 14,836 | $5.82M | 0.03% | +393+2.7% | Added |
| Interval Partners, LP | 14,824 | $5.81M | 0.17% | −10,727−42.0% | Reduced |
| Rafferty Asset Management, LLC | 14,671 | $5.75M | 0.02% | −617−4.0% | Reduced |
| Manning & Napier Advisors LLC | 13,697 | $5.37M | 0.06% | −359−2.6% | Reduced |
| Van Den Berg Management I, Inc | 13,422 | $5.26M | 1.52% | +1,398+11.6% | Added |
| PGGM Investments | 13,108 | $5.14M | 0.07% | 00.0% | Unchanged |
| State of Michigan Retirement System | 12,811 | $5.02M | 0.02% | −100−0.8% | Reduced |
| Nomura Asset Management Co Ltd | 12,789 | $5.01M | 0.02% | +95+0.7% | Added |
| Resources Investment Advisors, LLC. | 12,708 | $4.98M | 0.06% | +574+4.7% | Added |
| Aviva PLC | 12,705 | $4.98M | 0.01% | +220+1.8% | Added |
| Berger Financial Group, Inc | 12,619 | $4.94M | 0.36% | −39−0.3% | Reduced |
| Meritage Portfolio Management | 12,552 | $4.92M | 0.30% | −239−1.9% | Reduced |
| Arizona State Retirement System | 12,451 | $4.88M | 0.03% | +492+4.1% | Added |
| Credit Agricole S A | 12,399 | $4.86M | 0.03% | −16,595−57.2% | Reduced |
| Lifeworks Advisors, LLC | 12,265 | $4.81M | 0.94% | +11,634+1,843.7% | Added |
| Korea Investment CORP | 12,148 | $4.76M | 0.01% | −12,010−49.7% | Reduced |
| Federated Hermes, Inc. | 12,011 | $4.71M | 0.01% | +488+4.2% | Added |
| ProShare Advisors LLC | 11,823 | $4.63M | 0.01% | −390−3.2% | Reduced |
| Mount Yale Investment Advisors, LLC | 11,808 | $4.63M | 0.44% | −1,794−13.2% | Reduced |
| MetLife Investment Management | 11,567 | $4.53M | 0.03% | −343−2.9% | Reduced |
| Forsta Ap-Fonden | 11,400 | $4.47M | 0.03% | +5,200+83.9% | Added |
| IFM Investors Pty Ltd | 11,208 | $4.39M | 0.04% | +38+0.3% | Added |