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 |
|---|---|---|---|---|---|
| Allianz Asset Management GmbH | 48,146 | $17.5M | 0.03% | +9,642+25.0% | Added |
| HSBC Holdings PLC | 47,947 | $17.4M | 0.01% | +5,101+11.9% | Added |
| AustralianSuper Pty Ltd | 47,993 | $17.4M | 0.08% | +29,677+162.0% | Added |
| CWM, LLC | 47,386 | $17.2M | 0.07% | −1,024−2.1% | Reduced |
| Grace & White Inc | 47,232 | $17.1M | 3.20% | 00.0% | Unchanged |
| Teza Capital Management LLC | 46,107 | $16.7M | 2.53% | +41,888+992.8% | Added |
| New York State Teachers Retirement System | 45,307 | $16.4M | 0.03% | −1,998−4.2% | Reduced |
| Pathstone Holdings, LLC | 44,662 | $16.2M | 0.07% | −216−0.5% | Reduced |
| Bridgewater Associates, LP | 44,198 | $16.0M | 0.07% | +16,901+61.9% | Added |
| Twin Tree Management, LP | 43,394 | $15.7M | 0.38% | +38,370+763.7% | Added |
| Fuller & Thaler Asset Management, Inc. | 41,160 | $14.9M | 0.06% | +5,404+15.1% | Added |
| Regions Financial Corp | 40,603 | $14.7M | 0.11% | −84,433−67.5% | Reduced |
| Russell Investments Group, Ltd. | 39,636 | $14.4M | 0.02% | +9,915+33.4% | Added |
| Davis Selected Advisers | 39,212 | $14.2M | 0.08% | +329+0.8% | Added |
| QRG Capital Management, Inc. | 38,715 | $14.0M | 0.14% | +150+0.4% | Added |
| New York State Common Retirement Fund | 38,543 | $14.0M | 0.02% | +8,212+27.1% | Added |
| Royal London Asset Management Ltd | 38,357 | $13.9M | 0.03% | +184+0.5% | Added |
| Great West Life Assurance Co | 38,264 | $13.9M | 0.02% | +1,821+5.0% | Added |
| Los Angeles Capital Management LLC | 37,919 | $13.7M | 0.06% | −63,824−62.7% | Reduced |
| Susquehanna International Group, LLP | 37,781 | $13.7M | 0.02% | −313−0.8% | Reduced |
| Swedbank AB | 37,242 | $13.5M | 0.02% | +78+0.2% | Added |
| Northwest & Ethical Investments L.P. | 35,647 | $12.9M | 0.35% | +65+0.2% | Added |
| Te Ahumairangi Investment Management Ltd | 35,580 | $12.9M | 2.70% | −515−1.4% | Reduced |
| Mercer Global Advisors Inc | 34,790 | $12.6M | 0.03% | −4,087−10.5% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 34,755 | $12.6M | 0.02% | +34,755 | New |
| Citigroup Inc | 34,738 | $12.6M | 0.01% | −17,224−33.1% | Reduced |
| LMCG Investments, LLC | 34,255 | $12.4M | 0.76% | −71−0.2% | Reduced |
| DekaBank Deutsche Girozentrale | 34,044 | $12.1M | 0.02% | 00.0% | Unchanged |
| LPL Financial LLC | 31,988 | $11.6M | 0.00% | +8,675+37.2% | Added |
| Mediolanum International Funds Ltd | 32,098 | $11.5M | 0.15% | +8,658+36.9% | Added |
| State Board of Administration of Florida Retirement System | 31,277 | $11.3M | 0.02% | +2,889+10.2% | Added |
| Lighthouse Investment Partners, LLC | 31,014 | $11.2M | 0.44% | +11,577+59.6% | Added |
| Manufacturers Life Insurance Company, The | 31,003 | $11.2M | 0.01% | −1,130−3.5% | Reduced |
| NFC Investments, LLC | 30,410 | $11.0M | 3.04% | −35−0.1% | Reduced |
| Alyeska Investment Group, L.P. | 30,000 | $10.9M | 0.04% | +30,000 | New |
| Empowered Funds, LLC | 29,633 | $10.7M | 0.16% | +20,011+208.0% | Added |
| Natixis Advisors, L.P. | 29,566 | $10.7M | 0.02% | +3,156+12.0% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 29,390 | $10.7M | 0.03% | −3,516−10.7% | Reduced |
| Glenmede Trust Co NA | 29,065 | $10.5M | 0.05% | −714−2.4% | Reduced |
| Thrivent Financial for Lutherans | 28,772 | $10.5M | 0.02% | −787−2.7% | Reduced |
| Fisher Funds Management LTD | 28,822 | $10.4M | 0.25% | +28,822 | New |
| Clearbridge Investments, LLC | 28,441 | $10.3M | 0.01% | −246,294−89.6% | Reduced |
| Lazard Asset Management LLC | 28,296 | $10.3M | 0.02% | −34,558−55.0% | Reduced |
| Buckingham Capital Management, Inc. | 28,289 | $10.3M | 1.18% | +116+0.4% | Added |
| Cerity Partners LLC | 27,800 | $10.1M | 0.02% | +2,331+9.2% | Added |
| Sone Capital Management, LLC | 27,160 | $9.84M | 1.25% | +27,160 | New |
| Korea Investment CORP | 26,948 | $9.77M | 0.02% | +14,800+121.8% | Added |
| State of Wisconsin Investment Board | 26,797 | $9.71M | 0.03% | −8,772−24.7% | Reduced |
| Andra AP-fonden | 26,700 | $9.68M | 0.16% | −6,400−19.3% | Reduced |
| CI Private Wealth, LLC | 26,342 | $9.54M | 0.02% | −1,954−6.9% | Reduced |
| Aviva PLC | 26,043 | $9.44M | 0.02% | +13,338+105.0% | Added |
| Capital Fund Management S.A. | 25,912 | $9.39M | 0.09% | −6,719−20.6% | Reduced |
| New Age Alpha Advisors, LLC | 24,610 | $8.92M | 0.36% | +24,610 | New |
| LS Investment Advisors, LLC | 24,009 | $8.70M | 1.28% | +375+1.6% | Added |
| Employees Retirement System of Texas | 23,748 | $8.61M | 0.07% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 23,602 | $8.55M | 0.01% | +221+0.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 23,340 | $8.46M | 0.02% | −12,517−34.9% | Reduced |
| Toronto Dominion Bank | 23,015 | $8.34M | 0.02% | +1,430+6.6% | Added |
| Janney Montgomery Scott LLC | 22,693 | $8.22M | 0.02% | +13,687+152.0% | Added |
| Danske Bank A/S | 22,637 | $8.21M | 0.02% | −36,786−61.9% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 22,584 | $8.19M | 0.02% | −647−2.8% | Reduced |
| APG Asset Management N.V. | 22,900 | $8.02M | 0.02% | −79,035−77.5% | Reduced |
| Public Employees Retirement System of Ohio | 21,949 | $7.96M | 0.03% | +2,488+12.8% | Added |
| Schonfeld Strategic Advisors LLC | 21,668 | $7.85M | 0.05% | +1,724+8.6% | Added |
| National Bank of Canada | 21,204 | $7.69M | 0.01% | +19,662+1,275.1% | Added |
| Standard Life Aberdeen plc | 20,360 | $7.36M | 0.01% | −2,995−12.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 20,216 | $7.35M | 0.01% | −4,201−17.2% | Reduced |
| Nuance Investments, LLC | 19,982 | $7.24M | 0.29% | +19,982 | New |
| Davenport & Co LLC | 19,530 | $7.06M | 0.04% | +12,511+178.2% | Added |
| Treasurer of the State of North Carolina | 19,426 | $7.04M | 0.03% | +90+0.5% | Added |
| Voya Investment Management LLC | 18,895 | $6.85M | 0.01% | +1,361+7.8% | Added |
| Wells Fargo & Company | 18,393 | $6.67M | 0.00% | +7,372+66.9% | Added |
| Stifel Financial Corp | 18,141 | $6.58M | 0.01% | +13,794+317.3% | Added |
| Mn Services Vermogensbeheer B.V. | 18,000 | $6.52M | 0.04% | +1,000+5.9% | Added |
| Asset Management One Co.,Ltd. | 17,881 | $6.44M | 0.02% | +1,567+9.6% | Added |
| Leuthold Group, LLC | 17,465 | $6.33M | 0.76% | −560−3.1% | Reduced |
| Summit Global Investments | 17,166 | $6.22M | 0.39% | −20,205−54.1% | Reduced |
| Oppenheimer & Co Inc | 17,071 | $6.19M | 0.09% | +10,814+172.8% | Added |
| Equitable Trust Co | 16,997 | $6.16M | 0.34% | +8,398+97.7% | Added |
| Lifeworks Advisors, LLC | 16,959 | $6.15M | 1.11% | +4,694+38.3% | Added |
| Clear Harbor Asset Management, LLC | 16,608 | $6.02M | 0.49% | −59−0.4% | Reduced |
| Mariner, LLC | 16,493 | $5.98M | 0.01% | −50,034−75.2% | Reduced |
| Winton Group Ltd | 16,119 | $5.84M | 0.39% | +16,119 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 16,000 | $5.80M | 0.01% | +8,500+113.3% | Added |
| Ensign Peak Advisors, Inc | 15,936 | $5.78M | 0.01% | −779−4.7% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 15,437 | $5.60M | 0.05% | +15,437 | New |
| Rafferty Asset Management, LLC | 15,174 | $5.50M | 0.02% | +503+3.4% | Added |
| Illinois Municipal Retirement Fund | 14,948 | $5.42M | 0.08% | −18,849−55.8% | Reduced |
| State of New Jersey Common Pension Fund D | 14,823 | $5.37M | 0.02% | −315−2.1% | Reduced |
| KLP Kapitalforvaltning AS | 14,641 | $5.31M | 0.03% | +14,641 | New |
| Nisa Investment Advisors, LLC | 14,311 | $5.19M | 0.02% | −10,494−42.3% | Reduced |
| Credit Agricole S A | 14,061 | $5.10M | 0.02% | +1,662+13.4% | Added |
| D. E. Shaw & Co., Inc. | 14,050 | $5.09M | 0.01% | +14,050 | New |
| State of Tennessee, Treasury Department | 13,685 | $4.96M | 0.02% | −6,098−30.8% | Reduced |
| Numerai GP LLC | 13,619 | $4.94M | 1.35% | +13,619 | New |
| Van Den Berg Management I, Inc | 13,462 | $4.88M | 1.41% | +40+0.3% | Added |
| ProShare Advisors LLC | 13,288 | $4.82M | 0.01% | +1,465+12.4% | Added |
| Artisan Partners Limited Partnership | 13,267 | $4.81M | 0.01% | +13,267 | New |
| Jefferies Financial Group Inc. | 13,162 | $4.77M | 0.05% | +13,162 | New |
| PGGM Investments | 13,108 | $4.75M | 0.06% | 00.0% | Unchanged |