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 |
|---|---|---|---|---|---|
| CBOE Vest Financial, LLC | 78,221 | $28.4M | 0.44% | +71,371+1,041.9% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 78,859 | $28.7M | 0.03% | +9,402+13.5% | Added |
| Rhumbline Advisers | 82,192 | $29.9M | 0.03% | +6,295+8.3% | Added |
| Voloridge Investment Management, LLC | 83,819 | $30.5M | 0.11% | −39,053−31.8% | Reduced |
| AustralianSuper Pty Ltd | 84,290 | $30.6M | 0.17% | +36,297+75.6% | Added |
| FIL Ltd | 84,719 | $30.8M | 0.03% | −23,159−21.5% | Reduced |
| Royal Bank of Canada | 85,326 | $31.0M | 0.01% | −24,857−22.6% | Reduced |
| Price T Rowe Associates Inc | 91,283 | $33.2M | 0.00% | −16,986−15.7% | Reduced |
| Squarepoint Ops LLC | 91,451 | $33.2M | 0.08% | +332+0.4% | Added |
| Bridgewater Associates, LP | 93,772 | $34.1M | 0.16% | +49,574+112.2% | Added |
| Zimmer Partners, LP | 95,000 | $34.5M | 0.70% | −42,500−30.9% | Reduced |
| Robeco Institutional Asset Management B.V. | 95,414 | $34.7M | 0.07% | +8,928+10.3% | Added |
| Deprince Race & Zollo Inc | 96,110 | $34.9M | 0.72% | +3,365+3.6% | Added |
| Storebrand Asset Management AS | 96,530 | $35.1M | 0.11% | −5,765−5.6% | Reduced |
| South Dakota Investment Council | 99,181 | $36.0M | 0.74% | +6,871+7.4% | Added |
| Janus Henderson Group PLC | 100,902 | $36.5M | 0.02% | +95,899+1,916.8% | Added |
| Perpetual Ltd | 104,366 | $37.9M | 0.46% | +104,366 | New |
| Mackenzie Financial Corp | 105,992 | $38.5M | 0.05% | +5,239+5.2% | Added |
| Goldman Sachs Group Inc | 106,646 | $38.7M | 0.01% | −7,194−6.3% | Reduced |
| Truist Financial Corp | 108,596 | $39.5M | 0.06% | +15,660+16.9% | Added |
| Jacobs Levy Equity Management, Inc | 110,983 | $40.3M | 0.16% | +28,366+34.3% | Added |
| Russell Investments Group, Ltd. | 112,345 | $40.7M | 0.06% | +72,709+183.4% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 114,410 | $41.6M | 0.03% | −1,753−1.5% | Reduced |
| Systematic Financial Management LP | 116,158 | $42.2M | 1.20% | +8,839+8.2% | Added |
| Adage Capital Partners GP, L.L.C. | 119,181 | $43.3M | 0.08% | +49,000+69.8% | Added |
| Swiss National Bank | 121,200 | $44.0M | 0.03% | −1,100−0.9% | Reduced |
| Talaria Asset Management Pty Ltd | 136,000 | $49.4M | 12.97% | +57,600+73.5% | Added |
| Virginia Retirement Systems Et Al | 142,300 | $51.7M | 0.38% | +142,300 | New |
| Man Group plc | 142,890 | $51.9M | 0.16% | −16,309−10.2% | Reduced |
| General American Investors Co Inc | 144,286 | $52.4M | 3.89% | 00.0% | Unchanged |
| SEI Investments Co | 144,537 | $52.5M | 0.07% | +5,602+4.0% | Added |
| Barclays PLC | 145,749 | $53.0M | 0.02% | −487−0.3% | Reduced |
| Raymond James Financial Inc | 149,813 | $54.4M | 0.02% | +16,585+12.4% | Added |
| Citadel Advisors LLC | 150,218 | $54.6M | 0.05% | +49,849+49.7% | Added |
| Envestnet Asset Management Inc | 172,718 | $62.8M | 0.02% | +18,780+12.2% | Added |
| Amundi | 180,484 | $65.3M | 0.02% | +75,920+72.6% | Added |
| Bank of America Corp | 181,277 | $65.9M | 0.01% | +28,222+18.4% | Added |
| Alliancebernstein L.P. | 181,631 | $66.0M | 0.02% | −3,302−1.8% | Reduced |
| Johnson Investment Counsel Inc | 190,646 | $69.3M | 0.67% | +4,319+2.3% | Added |
| California Public Employees Retirement System | 193,794 | $70.4M | 0.05% | −6,129−3.1% | Reduced |
| Deutsche Bank AG | 199,058 | $72.3M | 0.03% | −33,672−14.5% | Reduced |
| Donald Smith & Co., Inc. | 201,189 | $73.1M | 1.79% | +45,749+29.4% | Added |
| Bank of Montreal | 213,843 | $77.7M | 0.04% | +32,186+17.7% | Added |
| Earnest Partners LLC | 232,767 | $84.6M | 0.40% | +6,666+2.9% | Added |
| Balyasny Asset Management LLC | 244,893 | $89.0M | 0.22% | +54,853+28.9% | Added |
| UBS Group AG | 247,475 | $89.9M | 0.02% | +137,664+125.4% | Added |
| Ameriprise Financial Inc | 252,511 | $91.8M | 0.02% | −2,854−1.1% | Reduced |
| Bank of New York Mellon Corp | 255,526 | $92.8M | 0.02% | −13,914−5.2% | Reduced |
| Legal & General Group Plc | 263,431 | $95.7M | 0.03% | −66,137−20.1% | Reduced |
| Sterling Capital Management LLC | 278,242 | $101.1M | 1.57% | −374−0.1% | Reduced |
| FMR LLC | 313,509 | $113.9M | 0.01% | −57,257−15.4% | Reduced |
| Victory Capital Management Inc | 353,205 | $128.3M | 0.13% | +100,377+39.7% | Added |
| UBS Asset Management Americas Inc | 358,168 | $130.1M | 0.03% | +20,122+6.0% | Added |
| Nuveen, LLC | 378,218 | $137.4M | 0.04% | +378,218 | New |
| Charles Schwab Investment Management Inc | 385,989 | $140.2M | 0.03% | +5,894+1.6% | Added |
| Champlain Investment Partners, LLC | 390,635 | $141.9M | 1.03% | −471,690−54.7% | Reduced |
| Polar Capital Holdings Plc | 395,000 | $143.5M | 0.89% | +26,250+7.1% | Added |
| Assetmark, Inc | 407,223 | $148.0M | 0.41% | −8,415−2.0% | Reduced |
| LSV Asset Management | 417,715 | $151.8M | 0.36% | −14,802−3.4% | Reduced |
| Northern Trust Corp | 438,236 | $159.2M | 0.02% | +18,755+4.5% | Added |
| Morgan Stanley | 466,028 | $169.3M | 0.01% | −142,056−23.4% | Reduced |
| Dimensional Fund Advisors LP | 546,659 | $198.6M | 0.05% | −25,473−4.5% | Reduced |
| Massachusetts Financial Services Co | 552,972 | $200.9M | 0.07% | +56,410+11.4% | Added |
| Altrinsic Global Advisors LLC | 682,979 | $248.1M | 12.25% | +66,041+10.7% | Added |
| Boston Partners | 696,765 | $253.2M | 0.31% | +22,432+3.3% | Added |
| William Blair Investment Management, LLC | 702,337 | $255.2M | 0.72% | +59,524+9.3% | Added |
| AQR Capital Management LLC | 712,959 | $257.8M | 0.27% | −37,875−5.0% | Reduced |
| Invesco Ltd. | 814,598 | $296.0M | 0.06% | −40,522−4.7% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 881,483 | $320.3M | 1.16% | +881,483 | New |
| First Trust Advisors LP | 891,990 | $324.1M | 0.29% | +437,895+96.4% | Added |
| Franklin Resources Inc | 1,122,684 | $407.9M | 0.12% | −158,927−12.4% | Reduced |
| Geode Capital Management, LLC | 1,205,257 | $441.2M | 0.03% | +41,176+3.5% | Added |
| Vulcan Value Partners, LLC | 1,328,732 | $482.8M | 9.07% | +350,019+35.8% | Added |
| Norges Bank | 1,419,943 | $515.9M | 0.07% | +71,964+5.3% | Added |
| Wellington Management Group LLP | 1,560,754 | $567.1M | 0.11% | −73,655−4.5% | Reduced |
| State Street Corp | 1,937,750 | $704.0M | 0.03% | −3,966−0.2% | Reduced |
| BlackRock, Inc. | 3,633,704 | $1.32B | 0.03% | +74,701+2.1% | Added |
| Vanguard Group Inc | 5,577,376 | $2.03B | 0.04% | +17,346+0.3% | Added |
| Proequities, Inc. | 0 | $0 | 0.00% | −715−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −152,712−100.0% | Sold out |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0 | $0 | 0.00% | −146,936−100.0% | Sold out |
| Zweig-DiMenna Associates LLC | 0 | $0 | 0.00% | −79,909−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −74,504−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −68,400−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −46,107−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −37,919−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Sone Capital Management, LLC | 0 | $0 | 0.00% | −27,160−100.0% | Sold out |
| Andra AP-fonden | 0 | $0 | 0.00% | −26,700−100.0% | Sold out |
| Employees Retirement System of Texas | 0 | $0 | 0.00% | −23,748−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −22,693−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −17,166−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −16,119−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −11,143−100.0% | Sold out |
| Stance Capital LLC | 0 | $0 | 0.00% | −10,081−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −8,979−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −8,811−100.0% | Sold out |
| Graphene Investments SAS | 0 | $0 | 0.00% | −8,200−100.0% | Sold out |
| Vista Investment Partners LLC | 0 | $0 | 0.00% | −7,985−100.0% | Sold out |
| Signature Estate & Investment Advisors LLC | 0 | $0 | 0.00% | −5,137−100.0% | Sold out |