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 |
|---|---|---|---|---|---|
| State of Tennessee, Treasury Department | 13,685 | $4.96M | 0.02% | −6,098−30.8% | Reduced |
| D. E. Shaw & Co., Inc. | 14,050 | $5.09M | 0.01% | +14,050 | New |
| Credit Agricole S A | 14,061 | $5.10M | 0.02% | +1,662+13.4% | Added |
| Nisa Investment Advisors, LLC | 14,311 | $5.19M | 0.02% | −10,494−42.3% | Reduced |
| KLP Kapitalforvaltning AS | 14,641 | $5.31M | 0.03% | +14,641 | New |
| State of New Jersey Common Pension Fund D | 14,823 | $5.37M | 0.02% | −315−2.1% | Reduced |
| Illinois Municipal Retirement Fund | 14,948 | $5.42M | 0.08% | −18,849−55.8% | Reduced |
| Rafferty Asset Management, LLC | 15,174 | $5.50M | 0.02% | +503+3.4% | Added |
| Police & Firemen's Retirement System of New Jersey | 15,437 | $5.60M | 0.05% | +15,437 | New |
| Ensign Peak Advisors, Inc | 15,936 | $5.78M | 0.01% | −779−4.7% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 16,000 | $5.80M | 0.01% | +8,500+113.3% | Added |
| Winton Group Ltd | 16,119 | $5.84M | 0.39% | +16,119 | New |
| Mariner, LLC | 16,493 | $5.98M | 0.01% | −50,034−75.2% | Reduced |
| Clear Harbor Asset Management, LLC | 16,608 | $6.02M | 0.49% | −59−0.4% | Reduced |
| Lifeworks Advisors, LLC | 16,959 | $6.15M | 1.11% | +4,694+38.3% | Added |
| Equitable Trust Co | 16,997 | $6.16M | 0.34% | +8,398+97.7% | Added |
| Oppenheimer & Co Inc | 17,071 | $6.19M | 0.09% | +10,814+172.8% | Added |
| Summit Global Investments | 17,166 | $6.22M | 0.39% | −20,205−54.1% | Reduced |
| Leuthold Group, LLC | 17,465 | $6.33M | 0.76% | −560−3.1% | Reduced |
| Asset Management One Co.,Ltd. | 17,881 | $6.44M | 0.02% | +1,567+9.6% | Added |
| Mn Services Vermogensbeheer B.V. | 18,000 | $6.52M | 0.04% | +1,000+5.9% | Added |
| Stifel Financial Corp | 18,141 | $6.58M | 0.01% | +13,794+317.3% | Added |
| Wells Fargo & Company | 18,393 | $6.67M | 0.00% | +7,372+66.9% | Added |
| Voya Investment Management LLC | 18,895 | $6.85M | 0.01% | +1,361+7.8% | Added |
| Treasurer of the State of North Carolina | 19,426 | $7.04M | 0.03% | +90+0.5% | Added |
| Davenport & Co LLC | 19,530 | $7.06M | 0.04% | +12,511+178.2% | Added |
| Nuance Investments, LLC | 19,982 | $7.24M | 0.29% | +19,982 | New |
| Allspring Global Investments Holdings, LLC | 20,216 | $7.35M | 0.01% | −4,201−17.2% | Reduced |
| Standard Life Aberdeen plc | 20,360 | $7.36M | 0.01% | −2,995−12.8% | Reduced |
| National Bank of Canada | 21,204 | $7.69M | 0.01% | +19,662+1,275.1% | Added |
| Schonfeld Strategic Advisors LLC | 21,668 | $7.85M | 0.05% | +1,724+8.6% | Added |
| Public Employees Retirement System of Ohio | 21,949 | $7.96M | 0.03% | +2,488+12.8% | Added |
| APG Asset Management N.V. | 22,900 | $8.02M | 0.02% | −79,035−77.5% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 22,584 | $8.19M | 0.02% | −647−2.8% | Reduced |
| Danske Bank A/S | 22,637 | $8.21M | 0.02% | −36,786−61.9% | Reduced |
| Janney Montgomery Scott LLC | 22,693 | $8.22M | 0.02% | +13,687+152.0% | Added |
| Toronto Dominion Bank | 23,015 | $8.34M | 0.02% | +1,430+6.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 23,340 | $8.46M | 0.02% | −12,517−34.9% | Reduced |
| Pictet Asset Management Holding SA | 23,602 | $8.55M | 0.01% | +221+0.9% | Added |
| Employees Retirement System of Texas | 23,748 | $8.61M | 0.07% | 00.0% | Unchanged |
| LS Investment Advisors, LLC | 24,009 | $8.70M | 1.28% | +375+1.6% | Added |
| New Age Alpha Advisors, LLC | 24,610 | $8.92M | 0.36% | +24,610 | New |
| Capital Fund Management S.A. | 25,912 | $9.39M | 0.09% | −6,719−20.6% | Reduced |
| Aviva PLC | 26,043 | $9.44M | 0.02% | +13,338+105.0% | Added |
| CI Private Wealth, LLC | 26,342 | $9.54M | 0.02% | −1,954−6.9% | Reduced |
| Andra AP-fonden | 26,700 | $9.68M | 0.16% | −6,400−19.3% | Reduced |
| State of Wisconsin Investment Board | 26,797 | $9.71M | 0.03% | −8,772−24.7% | Reduced |
| Korea Investment CORP | 26,948 | $9.77M | 0.02% | +14,800+121.8% | Added |
| Sone Capital Management, LLC | 27,160 | $9.84M | 1.25% | +27,160 | New |
| Cerity Partners LLC | 27,800 | $10.1M | 0.02% | +2,331+9.2% | Added |
| Buckingham Capital Management, Inc. | 28,289 | $10.3M | 1.18% | +116+0.4% | Added |
| Lazard Asset Management LLC | 28,296 | $10.3M | 0.02% | −34,558−55.0% | Reduced |
| Clearbridge Investments, LLC | 28,441 | $10.3M | 0.01% | −246,294−89.6% | Reduced |
| Fisher Funds Management LTD | 28,822 | $10.4M | 0.25% | +28,822 | New |
| Thrivent Financial for Lutherans | 28,772 | $10.5M | 0.02% | −787−2.7% | Reduced |
| Glenmede Trust Co NA | 29,065 | $10.5M | 0.05% | −714−2.4% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 29,390 | $10.7M | 0.03% | −3,516−10.7% | Reduced |
| Natixis Advisors, L.P. | 29,566 | $10.7M | 0.02% | +3,156+12.0% | Added |
| Empowered Funds, LLC | 29,633 | $10.7M | 0.16% | +20,011+208.0% | Added |
| Alyeska Investment Group, L.P. | 30,000 | $10.9M | 0.04% | +30,000 | New |
| NFC Investments, LLC | 30,410 | $11.0M | 3.04% | −35−0.1% | Reduced |
| Manufacturers Life Insurance Company, The | 31,003 | $11.2M | 0.01% | −1,130−3.5% | Reduced |
| Lighthouse Investment Partners, LLC | 31,014 | $11.2M | 0.44% | +11,577+59.6% | Added |
| State Board of Administration of Florida Retirement System | 31,277 | $11.3M | 0.02% | +2,889+10.2% | Added |
| Mediolanum International Funds Ltd | 32,098 | $11.5M | 0.15% | +8,658+36.9% | Added |
| LPL Financial LLC | 31,988 | $11.6M | 0.00% | +8,675+37.2% | Added |
| DekaBank Deutsche Girozentrale | 34,044 | $12.1M | 0.02% | 00.0% | Unchanged |
| LMCG Investments, LLC | 34,255 | $12.4M | 0.76% | −71−0.2% | Reduced |
| Citigroup Inc | 34,738 | $12.6M | 0.01% | −17,224−33.1% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 34,755 | $12.6M | 0.02% | +34,755 | New |
| Mercer Global Advisors Inc | 34,790 | $12.6M | 0.03% | −4,087−10.5% | Reduced |
| Te Ahumairangi Investment Management Ltd | 35,580 | $12.9M | 2.70% | −515−1.4% | Reduced |
| Northwest & Ethical Investments L.P. | 35,647 | $12.9M | 0.35% | +65+0.2% | Added |
| Swedbank AB | 37,242 | $13.5M | 0.02% | +78+0.2% | Added |
| Susquehanna International Group, LLP | 37,781 | $13.7M | 0.02% | −313−0.8% | Reduced |
| Los Angeles Capital Management LLC | 37,919 | $13.7M | 0.06% | −63,824−62.7% | Reduced |
| Great West Life Assurance Co | 38,264 | $13.9M | 0.02% | +1,821+5.0% | Added |
| Royal London Asset Management Ltd | 38,357 | $13.9M | 0.03% | +184+0.5% | Added |
| New York State Common Retirement Fund | 38,543 | $14.0M | 0.02% | +8,212+27.1% | Added |
| QRG Capital Management, Inc. | 38,715 | $14.0M | 0.14% | +150+0.4% | Added |
| Davis Selected Advisers | 39,212 | $14.2M | 0.08% | +329+0.8% | Added |
| Russell Investments Group, Ltd. | 39,636 | $14.4M | 0.02% | +9,915+33.4% | Added |
| Regions Financial Corp | 40,603 | $14.7M | 0.11% | −84,433−67.5% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 41,160 | $14.9M | 0.06% | +5,404+15.1% | Added |
| Twin Tree Management, LP | 43,394 | $15.7M | 0.38% | +38,370+763.7% | Added |
| Bridgewater Associates, LP | 44,198 | $16.0M | 0.07% | +16,901+61.9% | Added |
| Pathstone Holdings, LLC | 44,662 | $16.2M | 0.07% | −216−0.5% | Reduced |
| New York State Teachers Retirement System | 45,307 | $16.4M | 0.03% | −1,998−4.2% | Reduced |
| Teza Capital Management LLC | 46,107 | $16.7M | 2.53% | +41,888+992.8% | Added |
| Grace & White Inc | 47,232 | $17.1M | 3.20% | 00.0% | Unchanged |
| CWM, LLC | 47,386 | $17.2M | 0.07% | −1,024−2.1% | Reduced |
| AustralianSuper Pty Ltd | 47,993 | $17.4M | 0.08% | +29,677+162.0% | Added |
| HSBC Holdings PLC | 47,947 | $17.4M | 0.01% | +5,101+11.9% | Added |
| Allianz Asset Management GmbH | 48,146 | $17.5M | 0.03% | +9,642+25.0% | Added |
| Susquehanna Fundamental Investments, LLC | 48,220 | $17.5M | 0.29% | +48,220 | New |
| Arnhold LLC | 49,397 | $17.9M | 1.76% | −4,777−8.8% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 50,216 | $18.2M | 0.06% | +13,650+37.3% | Added |
| Principal Financial Group Inc | 51,102 | $18.5M | 0.01% | −2,790−5.2% | Reduced |
| Frontier Capital Management Co LLC | 51,815 | $18.8M | 0.18% | +1,626+3.2% | Added |
| Clough Capital Partners L P | 52,863 | $19.2M | 2.19% | −4,300−7.5% | Reduced |