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, Q1 2025
Institutional positions in Everest Group, Ltd. as of Mar 31, 2025. 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
- 678
- −5 vs. Q4 2024
- Shares held
- 40.5M
- +811.7K (+2.0%) vs. Q4 2024
- Total value
- $14.7B
- +$344.9M (+2.4%) vs. Q4 2024
- New holders
- 83
- 231 more added
- Sold out
- 88
- 258 more reduced
11 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Everest Group, Ltd.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 5,577,376 | $2.03B | 0.04% | +17,346+0.3% | Added |
| BlackRock, Inc. | 3,633,704 | $1.32B | 0.03% | +74,701+2.1% | Added |
| State Street Corp | 1,937,750 | $704.0M | 0.03% | −3,966−0.2% | Reduced |
| Wellington Management Group LLP | 1,560,754 | $567.1M | 0.11% | −73,655−4.5% | Reduced |
| Norges Bank | 1,419,943 | $515.9M | 0.07% | +71,964+5.3% | Added |
| Vulcan Value Partners, LLC | 1,328,732 | $482.8M | 9.07% | +350,019+35.8% | Added |
| Geode Capital Management, LLC | 1,205,257 | $441.2M | 0.03% | +41,176+3.5% | Added |
| Franklin Resources Inc | 1,122,684 | $407.9M | 0.12% | −158,927−12.4% | Reduced |
| First Trust Advisors LP | 891,990 | $324.1M | 0.29% | +437,895+96.4% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 881,483 | $320.3M | 1.16% | +881,483 | New |
| Invesco Ltd. | 814,598 | $296.0M | 0.06% | −40,522−4.7% | Reduced |
| AQR Capital Management LLC | 712,959 | $257.8M | 0.27% | −37,875−5.0% | Reduced |
| William Blair Investment Management, LLC | 702,337 | $255.2M | 0.72% | +59,524+9.3% | Added |
| Boston Partners | 696,765 | $253.2M | 0.31% | +22,432+3.3% | Added |
| Altrinsic Global Advisors LLC | 682,979 | $248.1M | 12.25% | +66,041+10.7% | Added |
| Massachusetts Financial Services Co | 552,972 | $200.9M | 0.07% | +56,410+11.4% | Added |
| Dimensional Fund Advisors LP | 546,659 | $198.6M | 0.05% | −25,473−4.5% | Reduced |
| Morgan Stanley | 466,028 | $169.3M | 0.01% | −142,056−23.4% | Reduced |
| Northern Trust Corp | 438,236 | $159.2M | 0.02% | +18,755+4.5% | Added |
| LSV Asset Management | 417,715 | $151.8M | 0.36% | −14,802−3.4% | Reduced |
| Assetmark, Inc | 407,223 | $148.0M | 0.41% | −8,415−2.0% | Reduced |
| Polar Capital Holdings Plc | 395,000 | $143.5M | 0.89% | +26,250+7.1% | Added |
| Champlain Investment Partners, LLC | 390,635 | $141.9M | 1.03% | −471,690−54.7% | Reduced |
| Charles Schwab Investment Management Inc | 385,989 | $140.2M | 0.03% | +5,894+1.6% | Added |
| Nuveen, LLC | 378,218 | $137.4M | 0.04% | +378,218 | New |
| UBS Asset Management Americas Inc | 358,168 | $130.1M | 0.03% | +20,122+6.0% | Added |
| Victory Capital Management Inc | 353,205 | $128.3M | 0.13% | +100,377+39.7% | Added |
| FMR LLC | 313,509 | $113.9M | 0.01% | −57,257−15.4% | Reduced |
| Sterling Capital Management LLC | 278,242 | $101.1M | 1.57% | −374−0.1% | Reduced |
| Legal & General Group Plc | 263,431 | $95.7M | 0.03% | −66,137−20.1% | Reduced |
| Bank of New York Mellon Corp | 255,526 | $92.8M | 0.02% | −13,914−5.2% | Reduced |
| Ameriprise Financial Inc | 252,511 | $91.8M | 0.02% | −2,854−1.1% | Reduced |
| UBS Group AG | 247,475 | $89.9M | 0.02% | +137,664+125.4% | Added |
| Balyasny Asset Management LLC | 244,893 | $89.0M | 0.22% | +54,853+28.9% | Added |
| Earnest Partners LLC | 232,767 | $84.6M | 0.40% | +6,666+2.9% | Added |
| Bank of Montreal | 213,843 | $77.7M | 0.04% | +32,186+17.7% | Added |
| Donald Smith & Co., Inc. | 201,189 | $73.1M | 1.79% | +45,749+29.4% | Added |
| Deutsche Bank AG | 199,058 | $72.3M | 0.03% | −33,672−14.5% | Reduced |
| California Public Employees Retirement System | 193,794 | $70.4M | 0.05% | −6,129−3.1% | Reduced |
| Johnson Investment Counsel Inc | 190,646 | $69.3M | 0.67% | +4,319+2.3% | Added |
| Alliancebernstein L.P. | 181,631 | $66.0M | 0.02% | −3,302−1.8% | Reduced |
| Bank of America Corp | 181,277 | $65.9M | 0.01% | +28,222+18.4% | Added |
| Amundi | 180,484 | $65.3M | 0.02% | +75,920+72.6% | Added |
| Envestnet Asset Management Inc | 172,718 | $62.8M | 0.02% | +18,780+12.2% | Added |
| Citadel Advisors LLC | 150,218 | $54.6M | 0.05% | +49,849+49.7% | Added |
| Raymond James Financial Inc | 149,813 | $54.4M | 0.02% | +16,585+12.4% | Added |
| Barclays PLC | 145,749 | $53.0M | 0.02% | −487−0.3% | Reduced |
| SEI Investments Co | 144,537 | $52.5M | 0.07% | +5,602+4.0% | Added |
| General American Investors Co Inc | 144,286 | $52.4M | 3.89% | 00.0% | Unchanged |
| Man Group plc | 142,890 | $51.9M | 0.16% | −16,309−10.2% | Reduced |
| Virginia Retirement Systems Et Al | 142,300 | $51.7M | 0.38% | +142,300 | New |
| Talaria Asset Management Pty Ltd | 136,000 | $49.4M | 12.97% | +57,600+73.5% | Added |
| Swiss National Bank | 121,200 | $44.0M | 0.03% | −1,100−0.9% | Reduced |
| Adage Capital Partners GP, L.L.C. | 119,181 | $43.3M | 0.08% | +49,000+69.8% | Added |
| Systematic Financial Management LP | 116,158 | $42.2M | 1.20% | +8,839+8.2% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 114,410 | $41.6M | 0.03% | −1,753−1.5% | Reduced |
| Russell Investments Group, Ltd. | 112,345 | $40.7M | 0.06% | +72,709+183.4% | Added |
| Jacobs Levy Equity Management, Inc | 110,983 | $40.3M | 0.16% | +28,366+34.3% | Added |
| Truist Financial Corp | 108,596 | $39.5M | 0.06% | +15,660+16.9% | Added |
| Goldman Sachs Group Inc | 106,646 | $38.7M | 0.01% | −7,194−6.3% | Reduced |
| Mackenzie Financial Corp | 105,992 | $38.5M | 0.05% | +5,239+5.2% | Added |
| Perpetual Ltd | 104,366 | $37.9M | 0.46% | +104,366 | New |
| Janus Henderson Group PLC | 100,902 | $36.5M | 0.02% | +95,899+1,916.8% | Added |
| South Dakota Investment Council | 99,181 | $36.0M | 0.74% | +6,871+7.4% | Added |
| Storebrand Asset Management AS | 96,530 | $35.1M | 0.11% | −5,765−5.6% | Reduced |
| Deprince Race & Zollo Inc | 96,110 | $34.9M | 0.72% | +3,365+3.6% | Added |
| Robeco Institutional Asset Management B.V. | 95,414 | $34.7M | 0.07% | +8,928+10.3% | Added |
| Zimmer Partners, LP | 95,000 | $34.5M | 0.70% | −42,500−30.9% | Reduced |
| Bridgewater Associates, LP | 93,772 | $34.1M | 0.16% | +49,574+112.2% | Added |
| Squarepoint Ops LLC | 91,451 | $33.2M | 0.08% | +332+0.4% | Added |
| Price T Rowe Associates Inc | 91,283 | $33.2M | 0.00% | −16,986−15.7% | Reduced |
| Royal Bank of Canada | 85,326 | $31.0M | 0.01% | −24,857−22.6% | Reduced |
| FIL Ltd | 84,719 | $30.8M | 0.03% | −23,159−21.5% | Reduced |
| AustralianSuper Pty Ltd | 84,290 | $30.6M | 0.17% | +36,297+75.6% | Added |
| Voloridge Investment Management, LLC | 83,819 | $30.5M | 0.11% | −39,053−31.8% | Reduced |
| Rhumbline Advisers | 82,192 | $29.9M | 0.03% | +6,295+8.3% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 78,859 | $28.7M | 0.03% | +9,402+13.5% | Added |
| CBOE Vest Financial, LLC | 78,221 | $28.4M | 0.44% | +71,371+1,041.9% | Added |
| Renaissance Technologies LLC | 77,700 | $28.2M | 0.04% | +4,500+6.1% | Added |
| American Century Companies Inc | 74,773 | $27.2M | 0.02% | −30,219−28.8% | Reduced |
| BNP Paribas Arbitrage, SA | 72,611 | $26.4M | 0.02% | −29,924−29.2% | Reduced |
| Prospector Partners LLC | 64,016 | $23.3M | 2.66% | +6,985+12.2% | Added |
| California State Teachers Retirement System | 63,936 | $23.2M | 0.03% | −260.0% | Reduced |
| Korea Investment CORP | 62,093 | $22.6M | 0.05% | +35,145+130.4% | Added |
| TCTC Holdings, LLC | 61,380 | $22.3M | 0.79% | +185+0.3% | Added |
| JPMorgan Chase & Co | 60,474 | $22.0M | 0.00% | −49,301−44.9% | Reduced |
| Aware Super Pty Ltd as trustee of Aware Super | 59,634 | $21.7M | 0.37% | 00.0% | Unchanged |
| Principal Financial Group Inc | 55,123 | $20.0M | 0.01% | +4,021+7.9% | Added |
| Arnhold LLC | 54,097 | $19.7M | 1.99% | +4,700+9.5% | Added |
| Martingale Asset Management L P | 53,047 | $19.3M | 0.49% | −1,921−3.5% | Reduced |
| Intech Investment Management LLC | 52,397 | $19.0M | 0.20% | −11,311−17.8% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 51,789 | $18.8M | 0.06% | +1,573+3.1% | Added |
| Equitable Trust Co | 51,029 | $18.5M | 1.03% | +34,032+200.2% | Added |
| D. E. Shaw & Co., Inc. | 50,452 | $18.3M | 0.02% | +36,402+259.1% | Added |
| Citigroup Inc | 47,463 | $17.2M | 0.01% | +12,725+36.6% | Added |
| Fuller & Thaler Asset Management, Inc. | 47,453 | $17.2M | 0.07% | +6,293+15.3% | Added |
| HSBC Holdings PLC | 47,344 | $17.2M | 0.01% | −603−1.3% | Reduced |
| Grace & White Inc | 47,232 | $17.2M | 3.28% | 00.0% | Unchanged |
| CWM, LLC | 46,799 | $17.0M | 0.07% | −587−1.2% | Reduced |
| Royal London Asset Management Ltd | 46,744 | $17.0M | 0.04% | +8,387+21.9% | Added |