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, Q4 2024
Institutional positions in Everest Group, Ltd. as of Dec 31, 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
- 694
- +31 vs. Q3 2024
- Shares held
- 40.4M
- +36.9K (+0.1%) vs. Q3 2024
- Total value
- $14.6B
- −$1.16B (−7.3%) vs. Q3 2024
- New holders
- 96
- 262 more added
- Sold out
- 65
- 244 more reduced
12 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Everest Group, Ltd.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 5,560,030 | $2.02B | 0.04% | +43,793+0.8% | Added |
| BlackRock, Inc. | 3,559,003 | $1.29B | 0.03% | −235,902−6.2% | Reduced |
| State Street Corp | 1,941,716 | $703.8M | 0.03% | +25,326+1.3% | Added |
| Wellington Management Group LLP | 1,634,409 | $592.4M | 0.11% | −571,324−25.9% | Reduced |
| Norges Bank | 1,347,979 | $488.6M | 0.06% | +309,842+29.8% | Added |
| Franklin Resources Inc | 1,281,611 | $464.5M | 0.13% | +4,544+0.4% | Added |
| Geode Capital Management, LLC | 1,164,081 | $424.3M | 0.03% | +8,321+0.7% | Added |
| Vulcan Value Partners, LLC | 978,713 | $354.8M | 5.93% | +720,572+279.1% | Added |
| Champlain Investment Partners, LLC | 862,325 | $312.6M | 1.98% | −61,605−6.7% | Reduced |
| Invesco Ltd. | 855,120 | $309.9M | 0.06% | +125,271+17.2% | Added |
| AQR Capital Management LLC | 750,834 | $271.5M | 0.35% | −85,382−10.2% | Reduced |
| Boston Partners | 674,333 | $244.4M | 0.30% | −698,318−50.9% | Reduced |
| William Blair Investment Management, LLC | 642,813 | $233.0M | 0.57% | +61,026+10.5% | Added |
| Altrinsic Global Advisors LLC | 616,938 | $223.6M | 10.82% | −7,704−1.2% | Reduced |
| Morgan Stanley | 608,084 | $220.4M | 0.02% | −18,239−2.9% | Reduced |
| Nuveen Asset Management, LLC | 596,955 | $216.4M | 0.06% | −175,875−22.8% | Reduced |
| Dimensional Fund Advisors LP | 572,132 | $207.4M | 0.05% | +13,138+2.4% | Added |
| Massachusetts Financial Services Co | 496,562 | $180.0M | 0.06% | +5,871+1.2% | Added |
| First Trust Advisors LP | 454,095 | $164.6M | 0.15% | −285,839−38.6% | Reduced |
| LSV Asset Management | 432,517 | $156.8M | 0.36% | −6,680−1.5% | Reduced |
| Northern Trust Corp | 419,481 | $152.0M | 0.02% | +53,849+14.7% | Added |
| Assetmark, Inc | 415,638 | $150.7M | 0.41% | +5,649+1.4% | Added |
| Charles Schwab Investment Management Inc | 380,095 | $137.8M | 0.03% | −2,965−0.8% | Reduced |
| FMR LLC | 370,766 | $134.4M | 0.01% | −40,095−9.8% | Reduced |
| Polar Capital Holdings Plc | 368,750 | $133.7M | 0.75% | +8,750+2.4% | Added |
| UBS Asset Management Americas Inc | 338,046 | $122.5M | 0.03% | +29,891+9.7% | Added |
| Legal & General Group Plc | 329,568 | $119.5M | 0.03% | −21,829−6.2% | Reduced |
| Millennium Management LLC | 317,268 | $115.0M | 0.10% | +51,642+19.4% | Added |
| Sterling Capital Management LLC | 278,616 | $101.0M | 1.38% | +276,266+11,756.0% | Added |
| Bank of New York Mellon Corp | 269,440 | $97.7M | 0.02% | −7,541−2.7% | Reduced |
| Ameriprise Financial Inc | 255,365 | $92.6M | 0.02% | +11,122+4.6% | Added |
| Victory Capital Management Inc | 252,828 | $91.6M | 0.09% | −9,574−3.6% | Reduced |
| Deutsche Bank AG | 232,730 | $84.4M | 0.03% | +51,492+28.4% | Added |
| Earnest Partners LLC | 226,101 | $82.0M | 0.37% | −1,486−0.7% | Reduced |
| California Public Employees Retirement System | 199,923 | $72.5M | 0.05% | −3,061−1.5% | Reduced |
| Balyasny Asset Management LLC | 190,040 | $68.9M | 0.16% | +190,040 | New |
| Johnson Investment Counsel Inc | 186,327 | $67.5M | 0.66% | +8,984+5.1% | Added |
| Alliancebernstein L.P. | 184,933 | $67.0M | 0.02% | −22,035−10.6% | Reduced |
| Bank of Montreal | 181,657 | $65.8M | 0.03% | −17,704−8.9% | Reduced |
| Man Group plc | 159,199 | $57.7M | 0.18% | +47,465+42.5% | Added |
| Donald Smith & Co., Inc. | 155,440 | $56.3M | 1.35% | +155,440 | New |
| Envestnet Asset Management Inc | 153,938 | $55.8M | 0.02% | +119,944+352.8% | Added |
| Bank of America Corp | 153,055 | $55.5M | 0.01% | −64,864−29.8% | Reduced |
| Point72 Asset Management, L.P. | 152,712 | $55.4M | 0.15% | +152,712 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 146,936 | $53.3M | 0.13% | −2,426−1.6% | Reduced |
| Two Sigma Investments, LP | 146,888 | $53.2M | 0.12% | +50,648+52.6% | Added |
| Barclays PLC | 146,236 | $53.0M | 0.03% | −67,678−31.6% | Reduced |
| General American Investors Co Inc | 144,286 | $52.3M | 3.73% | +9,600+7.1% | Added |
| SEI Investments Co | 138,935 | $50.4M | 0.06% | +35,904+34.8% | Added |
| Zimmer Partners, LP | 137,500 | $49.8M | 0.86% | +11,276+8.9% | Added |
| Raymond James Financial Inc | 133,228 | $48.3M | 0.02% | +133,228 | New |
| Voloridge Investment Management, LLC | 122,872 | $44.5M | 0.16% | +62,459+103.4% | Added |
| Swiss National Bank | 122,300 | $44.3M | 0.03% | −6,500−5.0% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 116,163 | $42.1M | 0.03% | −589−0.5% | Reduced |
| Bank of Nova Scotia | 114,487 | $41.5M | 0.07% | +82,956+263.1% | Added |
| Goldman Sachs Group Inc | 113,840 | $41.3M | 0.01% | +738+0.7% | Added |
| Royal Bank of Canada | 110,183 | $39.9M | 0.01% | +22,989+26.4% | Added |
| UBS Group AG | 109,811 | $39.8M | 0.01% | −101,131−47.9% | Reduced |
| JPMorgan Chase & Co | 109,775 | $39.8M | 0.00% | +31,306+39.9% | Added |
| Price T Rowe Associates Inc | 108,269 | $39.2M | 0.00% | +9,475+9.6% | Added |
| FIL Ltd | 107,878 | $39.1M | 0.04% | +4,052+3.9% | Added |
| Systematic Financial Management LP | 107,319 | $38.9M | 0.99% | +3,084+3.0% | Added |
| Amundi | 104,564 | $38.5M | 0.01% | −117,357−52.9% | Reduced |
| American Century Companies Inc | 104,992 | $38.1M | 0.02% | −9,086−8.0% | Reduced |
| BNP Paribas Arbitrage, SA | 102,535 | $37.2M | 0.03% | −12,177−10.6% | Reduced |
| Storebrand Asset Management AS | 102,295 | $37.1M | 0.11% | −7,511−6.8% | Reduced |
| Mackenzie Financial Corp | 100,753 | $36.5M | 0.05% | +2,793+2.9% | Added |
| National Pension Service | 100,694 | $36.5M | 0.03% | −2,621−2.5% | Reduced |
| Citadel Advisors LLC | 100,369 | $36.4M | 0.03% | −70,920−41.4% | Reduced |
| Prana Capital Management, LP | 97,285 | $35.3M | 1.68% | −59,596−38.0% | Reduced |
| Truist Financial Corp | 92,936 | $33.7M | 0.05% | +91,726+7,580.7% | Added |
| Deprince Race & Zollo Inc | 92,745 | $33.6M | 0.67% | +37,303+67.3% | Added |
| South Dakota Investment Council | 92,310 | $33.5M | 0.67% | +14,125+18.1% | Added |
| Squarepoint Ops LLC | 91,119 | $33.0M | 0.08% | +88,149+2,968.0% | Added |
| Robeco Institutional Asset Management B.V. | 86,486 | $31.3M | 0.06% | −1,864−2.1% | Reduced |
| Jacobs Levy Equity Management, Inc | 82,617 | $29.9M | 0.11% | +11,149+15.6% | Added |
| Zweig-DiMenna Associates LLC | 79,909 | $29.0M | 2.45% | 00.0% | Unchanged |
| Talaria Asset Management Pty Ltd | 78,400 | $28.4M | 7.32% | +78,400 | New |
| Rhumbline Advisers | 75,897 | $27.5M | 0.02% | −2,076−2.7% | Reduced |
| Weiss Asset Management LP | 74,504 | $27.0M | 0.62% | +69,030+1,261.1% | Added |
| Renaissance Technologies LLC | 73,200 | $26.5M | 0.04% | +21,900+42.7% | Added |
| TD Asset Management Inc | 71,467 | $25.9M | 0.02% | −14,502−16.9% | Reduced |
| Adage Capital Partners GP, L.L.C. | 70,181 | $25.4M | 0.04% | +39,400+128.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 69,457 | $25.4M | 0.02% | +7,523+12.1% | Added |
| Two Sigma Advisers, LP | 68,400 | $24.8M | 0.06% | +47,700+230.4% | Added |
| Jane Street Group, LLC | 68,245 | $24.7M | 0.04% | +48,595+247.3% | Added |
| California State Teachers Retirement System | 63,962 | $23.2M | 0.03% | +53+0.1% | Added |
| Intech Investment Management LLC | 63,708 | $23.1M | 0.22% | +36,384+133.2% | Added |
| TCTC Holdings, LLC | 61,195 | $22.2M | 0.80% | +200+0.3% | Added |
| Aware Super Pty Ltd as trustee of Aware Super | 59,634 | $21.6M | 0.34% | +59,634 | New |
| Gillson Capital LP | 58,961 | $21.4M | 1.93% | +58,961 | New |
| KBC Group NV | 58,560 | $21.2M | 0.06% | −110,964−65.5% | Reduced |
| Prospector Partners LLC | 57,031 | $20.7M | 2.34% | +13,530+31.1% | Added |
| Martingale Asset Management L P | 54,968 | $19.9M | 0.48% | −5,279−8.8% | Reduced |
| Clough Capital Partners L P | 52,863 | $19.2M | 2.19% | −4,300−7.5% | Reduced |
| Frontier Capital Management Co LLC | 51,815 | $18.8M | 0.18% | +1,626+3.2% | Added |
| Principal Financial Group Inc | 51,102 | $18.5M | 0.01% | −2,790−5.2% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 50,216 | $18.2M | 0.06% | +13,650+37.3% | Added |
| Arnhold LLC | 49,397 | $17.9M | 1.76% | −4,777−8.8% | Reduced |
| Susquehanna Fundamental Investments, LLC | 48,220 | $17.5M | 0.29% | +48,220 | New |