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 |
|---|---|---|---|---|---|
| Martingale Asset Management L P | 54,968 | $19.9M | 0.48% | −5,279−8.8% | Reduced |
| Prospector Partners LLC | 57,031 | $20.7M | 2.34% | +13,530+31.1% | Added |
| KBC Group NV | 58,560 | $21.2M | 0.06% | −110,964−65.5% | Reduced |
| Gillson Capital LP | 58,961 | $21.4M | 1.93% | +58,961 | New |
| Aware Super Pty Ltd as trustee of Aware Super | 59,634 | $21.6M | 0.34% | +59,634 | New |
| TCTC Holdings, LLC | 61,195 | $22.2M | 0.80% | +200+0.3% | Added |
| Intech Investment Management LLC | 63,708 | $23.1M | 0.22% | +36,384+133.2% | Added |
| California State Teachers Retirement System | 63,962 | $23.2M | 0.03% | +53+0.1% | Added |
| Jane Street Group, LLC | 68,245 | $24.7M | 0.04% | +48,595+247.3% | Added |
| Two Sigma Advisers, LP | 68,400 | $24.8M | 0.06% | +47,700+230.4% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 69,457 | $25.4M | 0.02% | +7,523+12.1% | Added |
| Adage Capital Partners GP, L.L.C. | 70,181 | $25.4M | 0.04% | +39,400+128.0% | Added |
| TD Asset Management Inc | 71,467 | $25.9M | 0.02% | −14,502−16.9% | Reduced |
| Renaissance Technologies LLC | 73,200 | $26.5M | 0.04% | +21,900+42.7% | Added |
| Weiss Asset Management LP | 74,504 | $27.0M | 0.62% | +69,030+1,261.1% | Added |
| Rhumbline Advisers | 75,897 | $27.5M | 0.02% | −2,076−2.7% | Reduced |
| Talaria Asset Management Pty Ltd | 78,400 | $28.4M | 7.32% | +78,400 | New |
| Zweig-DiMenna Associates LLC | 79,909 | $29.0M | 2.45% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 82,617 | $29.9M | 0.11% | +11,149+15.6% | Added |
| Robeco Institutional Asset Management B.V. | 86,486 | $31.3M | 0.06% | −1,864−2.1% | Reduced |
| Squarepoint Ops LLC | 91,119 | $33.0M | 0.08% | +88,149+2,968.0% | Added |
| South Dakota Investment Council | 92,310 | $33.5M | 0.67% | +14,125+18.1% | Added |
| Deprince Race & Zollo Inc | 92,745 | $33.6M | 0.67% | +37,303+67.3% | Added |
| Truist Financial Corp | 92,936 | $33.7M | 0.05% | +91,726+7,580.7% | Added |
| Prana Capital Management, LP | 97,285 | $35.3M | 1.68% | −59,596−38.0% | Reduced |
| Citadel Advisors LLC | 100,369 | $36.4M | 0.03% | −70,920−41.4% | Reduced |
| National Pension Service | 100,694 | $36.5M | 0.03% | −2,621−2.5% | Reduced |
| Mackenzie Financial Corp | 100,753 | $36.5M | 0.05% | +2,793+2.9% | Added |
| Storebrand Asset Management AS | 102,295 | $37.1M | 0.11% | −7,511−6.8% | Reduced |
| BNP Paribas Arbitrage, SA | 102,535 | $37.2M | 0.03% | −12,177−10.6% | Reduced |
| American Century Companies Inc | 104,992 | $38.1M | 0.02% | −9,086−8.0% | Reduced |
| Amundi | 104,564 | $38.5M | 0.01% | −117,357−52.9% | Reduced |
| Systematic Financial Management LP | 107,319 | $38.9M | 0.99% | +3,084+3.0% | Added |
| FIL Ltd | 107,878 | $39.1M | 0.04% | +4,052+3.9% | Added |
| Price T Rowe Associates Inc | 108,269 | $39.2M | 0.00% | +9,475+9.6% | Added |
| JPMorgan Chase & Co | 109,775 | $39.8M | 0.00% | +31,306+39.9% | Added |
| UBS Group AG | 109,811 | $39.8M | 0.01% | −101,131−47.9% | Reduced |
| Royal Bank of Canada | 110,183 | $39.9M | 0.01% | +22,989+26.4% | Added |
| Goldman Sachs Group Inc | 113,840 | $41.3M | 0.01% | +738+0.7% | Added |
| Bank of Nova Scotia | 114,487 | $41.5M | 0.07% | +82,956+263.1% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 116,163 | $42.1M | 0.03% | −589−0.5% | Reduced |
| Swiss National Bank | 122,300 | $44.3M | 0.03% | −6,500−5.0% | Reduced |
| Voloridge Investment Management, LLC | 122,872 | $44.5M | 0.16% | +62,459+103.4% | Added |
| Raymond James Financial Inc | 133,228 | $48.3M | 0.02% | +133,228 | New |
| Zimmer Partners, LP | 137,500 | $49.8M | 0.86% | +11,276+8.9% | Added |
| SEI Investments Co | 138,935 | $50.4M | 0.06% | +35,904+34.8% | Added |
| General American Investors Co Inc | 144,286 | $52.3M | 3.73% | +9,600+7.1% | Added |
| Barclays PLC | 146,236 | $53.0M | 0.03% | −67,678−31.6% | Reduced |
| Two Sigma Investments, LP | 146,888 | $53.2M | 0.12% | +50,648+52.6% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 146,936 | $53.3M | 0.13% | −2,426−1.6% | Reduced |
| Point72 Asset Management, L.P. | 152,712 | $55.4M | 0.15% | +152,712 | New |
| Bank of America Corp | 153,055 | $55.5M | 0.01% | −64,864−29.8% | Reduced |
| Envestnet Asset Management Inc | 153,938 | $55.8M | 0.02% | +119,944+352.8% | Added |
| Donald Smith & Co., Inc. | 155,440 | $56.3M | 1.35% | +155,440 | New |
| Man Group plc | 159,199 | $57.7M | 0.18% | +47,465+42.5% | Added |
| Bank of Montreal | 181,657 | $65.8M | 0.03% | −17,704−8.9% | Reduced |
| Alliancebernstein L.P. | 184,933 | $67.0M | 0.02% | −22,035−10.6% | Reduced |
| Johnson Investment Counsel Inc | 186,327 | $67.5M | 0.66% | +8,984+5.1% | Added |
| Balyasny Asset Management LLC | 190,040 | $68.9M | 0.16% | +190,040 | New |
| California Public Employees Retirement System | 199,923 | $72.5M | 0.05% | −3,061−1.5% | Reduced |
| Earnest Partners LLC | 226,101 | $82.0M | 0.37% | −1,486−0.7% | Reduced |
| Deutsche Bank AG | 232,730 | $84.4M | 0.03% | +51,492+28.4% | Added |
| Victory Capital Management Inc | 252,828 | $91.6M | 0.09% | −9,574−3.6% | Reduced |
| Ameriprise Financial Inc | 255,365 | $92.6M | 0.02% | +11,122+4.6% | Added |
| Bank of New York Mellon Corp | 269,440 | $97.7M | 0.02% | −7,541−2.7% | Reduced |
| Sterling Capital Management LLC | 278,616 | $101.0M | 1.38% | +276,266+11,756.0% | Added |
| Millennium Management LLC | 317,268 | $115.0M | 0.10% | +51,642+19.4% | Added |
| Legal & General Group Plc | 329,568 | $119.5M | 0.03% | −21,829−6.2% | Reduced |
| UBS Asset Management Americas Inc | 338,046 | $122.5M | 0.03% | +29,891+9.7% | Added |
| Polar Capital Holdings Plc | 368,750 | $133.7M | 0.75% | +8,750+2.4% | Added |
| FMR LLC | 370,766 | $134.4M | 0.01% | −40,095−9.8% | Reduced |
| Charles Schwab Investment Management Inc | 380,095 | $137.8M | 0.03% | −2,965−0.8% | Reduced |
| Assetmark, Inc | 415,638 | $150.7M | 0.41% | +5,649+1.4% | Added |
| Northern Trust Corp | 419,481 | $152.0M | 0.02% | +53,849+14.7% | Added |
| LSV Asset Management | 432,517 | $156.8M | 0.36% | −6,680−1.5% | Reduced |
| First Trust Advisors LP | 454,095 | $164.6M | 0.15% | −285,839−38.6% | Reduced |
| Massachusetts Financial Services Co | 496,562 | $180.0M | 0.06% | +5,871+1.2% | Added |
| Dimensional Fund Advisors LP | 572,132 | $207.4M | 0.05% | +13,138+2.4% | Added |
| Nuveen Asset Management, LLC | 596,955 | $216.4M | 0.06% | −175,875−22.8% | Reduced |
| Morgan Stanley | 608,084 | $220.4M | 0.02% | −18,239−2.9% | Reduced |
| Altrinsic Global Advisors LLC | 616,938 | $223.6M | 10.82% | −7,704−1.2% | Reduced |
| William Blair Investment Management, LLC | 642,813 | $233.0M | 0.57% | +61,026+10.5% | Added |
| Boston Partners | 674,333 | $244.4M | 0.30% | −698,318−50.9% | Reduced |
| AQR Capital Management LLC | 750,834 | $271.5M | 0.35% | −85,382−10.2% | Reduced |
| Invesco Ltd. | 855,120 | $309.9M | 0.06% | +125,271+17.2% | Added |
| Champlain Investment Partners, LLC | 862,325 | $312.6M | 1.98% | −61,605−6.7% | Reduced |
| Vulcan Value Partners, LLC | 978,713 | $354.8M | 5.93% | +720,572+279.1% | Added |
| Geode Capital Management, LLC | 1,164,081 | $424.3M | 0.03% | +8,321+0.7% | Added |
| Franklin Resources Inc | 1,281,611 | $464.5M | 0.13% | +4,544+0.4% | Added |
| Norges Bank | 1,347,979 | $488.6M | 0.06% | +309,842+29.8% | Added |
| Wellington Management Group LLP | 1,634,409 | $592.4M | 0.11% | −571,324−25.9% | Reduced |
| State Street Corp | 1,941,716 | $703.8M | 0.03% | +25,326+1.3% | Added |
| BlackRock, Inc. | 3,559,003 | $1.29B | 0.03% | −235,902−6.2% | Reduced |
| Vanguard Group Inc | 5,560,030 | $2.02B | 0.04% | +43,793+0.8% | Added |
| Clark Capital Management Group, Inc. | 0 | $0 | 0.00% | −97,027−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −63,157−100.0% | Sold out |
| Philadelphia Financial Management of San Francisco, LLC | 0 | $0 | 0.00% | −42,340−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −20,116−100.0% | Sold out |
| SPX Equities Gestao de Recursos Ltda | 0 | $0 | 0.00% | −17,828−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −14,824−100.0% | Sold out |