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, Q2 2025
Institutional positions in Everest Group, Ltd. as of Jun 30, 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
- 673
- +1 vs. Q1 2025
- Shares held
- 40.1M
- −384.9K (−1.0%) vs. Q1 2025
- Total value
- $13.6B
- −$1.07B (−7.3%) vs. Q1 2025
- New holders
- 83
- 266 more added
- Sold out
- 82
- 231 more reduced
6 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Everest Group, Ltd.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 5,559,668 | $1.89B | 0.03% | −17,708−0.3% | Reduced |
| BlackRock, Inc. | 3,489,088 | $1.19B | 0.02% | −144,616−4.0% | Reduced |
| State Street Corp | 1,911,666 | $649.7M | 0.02% | −26,084−1.3% | Reduced |
| Norges Bank | 1,769,309 | $601.3M | 0.08% | +349,366+24.6% | Added |
| Wellington Management Group LLP | 1,456,002 | $494.8M | 0.09% | −104,752−6.7% | Reduced |
| Vulcan Value Partners, LLC | 1,244,987 | $435.7M | 7.68% | −83,745−6.3% | Reduced |
| Geode Capital Management, LLC | 1,211,474 | $414.4M | 0.03% | +6,217+0.5% | Added |
| AQR Capital Management LLC | 1,180,615 | $399.6M | 0.33% | +467,656+65.6% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 941,674 | $320.0M | 1.08% | +60,191+6.8% | Added |
| Altrinsic Global Advisors LLC | 937,296 | $318.5M | 11.53% | +254,317+37.2% | Added |
| William Blair Investment Management, LLC | 685,769 | $233.1M | 0.62% | −16,568−2.4% | Reduced |
| Invesco Ltd. | 680,227 | $231.2M | 0.04% | −134,371−16.5% | Reduced |
| Massachusetts Financial Services Co | 622,608 | $211.6M | 0.07% | +69,636+12.6% | Added |
| First Trust Advisors LP | 615,370 | $209.1M | 0.17% | −276,620−31.0% | Reduced |
| Boston Partners | 565,703 | $192.2M | 0.21% | −131,062−18.8% | Reduced |
| Dimensional Fund Advisors LP | 464,602 | $157.9M | 0.04% | −82,057−15.0% | Reduced |
| Assetmark, Inc | 446,569 | $151.8M | 0.36% | +39,346+9.7% | Added |
| Morgan Stanley | 444,327 | $151.0M | 0.01% | −21,701−4.7% | Reduced |
| Polar Capital Holdings Plc | 410,500 | $139.5M | 0.73% | +15,500+3.9% | Added |
| Northern Trust Corp | 410,474 | $139.5M | 0.02% | −27,762−6.3% | Reduced |
| LSV Asset Management | 400,167 | $136.0M | 0.32% | −17,548−4.2% | Reduced |
| Charles Schwab Investment Management Inc | 390,449 | $132.7M | 0.02% | +4,460+1.2% | Added |
| Champlain Investment Partners, LLC | 371,810 | $126.4M | 0.88% | −18,825−4.8% | Reduced |
| UBS Asset Management Americas Inc | 353,688 | $120.2M | 0.02% | −4,480−1.3% | Reduced |
| Balyasny Asset Management LLC | 336,692 | $114.4M | 0.26% | +91,799+37.5% | Added |
| Donald Smith & Co., Inc. | 311,037 | $105.7M | 2.49% | +109,848+54.6% | Added |
| Nuveen, LLC | 274,846 | $93.4M | 0.03% | −103,372−27.3% | Reduced |
| Victory Capital Management Inc | 271,976 | $92.4M | 0.06% | −81,229−23.0% | Reduced |
| Legal & General Group Plc | 263,726 | $89.6M | 0.02% | +295+0.1% | Added |
| Sterling Capital Management LLC | 260,429 | $88.5M | 1.26% | −17,813−6.4% | Reduced |
| Bank of New York Mellon Corp | 241,755 | $82.2M | 0.02% | −13,771−5.4% | Reduced |
| Earnest Partners LLC | 240,048 | $81.6M | 0.37% | +7,281+3.1% | Added |
| Ameriprise Financial Inc | 234,983 | $79.9M | 0.02% | −17,528−6.9% | Reduced |
| UBS Group AG | 222,552 | $75.6M | 0.02% | −24,923−10.1% | Reduced |
| Bank of Montreal | 215,270 | $73.2M | 0.04% | +1,427+0.7% | Added |
| Goldman Sachs Group Inc | 203,214 | $69.1M | 0.01% | +96,568+90.6% | Added |
| Renaissance Technologies LLC | 201,300 | $68.4M | 0.09% | +123,600+159.1% | Added |
| Franklin Resources Inc | 201,058 | $68.3M | 0.02% | −921,626−82.1% | Reduced |
| Deutsche Bank AG | 197,375 | $67.1M | 0.02% | −1,683−0.8% | Reduced |
| Johnson Investment Counsel Inc | 189,702 | $64.5M | 0.58% | −944−0.5% | Reduced |
| SEI Investments Co | 188,661 | $64.1M | 0.07% | +44,124+30.5% | Added |
| Bank of America Corp | 186,650 | $63.4M | 0.01% | +5,373+3.0% | Added |
| Talaria Asset Management Pty Ltd | 180,300 | $61.3M | 14.47% | +44,300+32.6% | Added |
| Amundi | 175,487 | $58.6M | 0.02% | −4,997−2.8% | Reduced |
| Man Group plc | 170,793 | $58.0M | 0.13% | +27,903+19.5% | Added |
| Envestnet Asset Management Inc | 168,647 | $57.3M | 0.02% | −4,071−2.4% | Reduced |
| Jacobs Levy Equity Management, Inc | 163,785 | $55.7M | 0.22% | +52,802+47.6% | Added |
| Barclays PLC | 159,520 | $54.2M | 0.02% | +13,771+9.4% | Added |
| California Public Employees Retirement System | 152,390 | $51.8M | 0.03% | −41,404−21.4% | Reduced |
| General American Investors Co Inc | 144,286 | $49.0M | 3.29% | 00.0% | Unchanged |
| AustralianSuper Pty Ltd | 138,155 | $47.0M | 0.24% | +53,865+63.9% | Added |
| Janus Henderson Group PLC | 131,971 | $44.9M | 0.02% | +31,069+30.8% | Added |
| Swiss National Bank | 129,200 | $43.9M | 0.03% | +8,000+6.6% | Added |
| Russell Investments Group, Ltd. | 127,357 | $43.0M | 0.05% | +15,012+13.4% | Added |
| FMR LLC | 126,026 | $42.8M | 0.00% | −187,483−59.8% | Reduced |
| JPMorgan Chase & Co | 123,795 | $42.1M | 0.00% | +63,321+104.7% | Added |
| Voloridge Investment Management, LLC | 122,621 | $41.7M | 0.15% | +38,802+46.3% | Added |
| Systematic Financial Management LP | 117,319 | $39.9M | 1.06% | +1,161+1.0% | Added |
| Bridgewater Associates, LP | 116,792 | $39.7M | 0.16% | +23,020+24.5% | Added |
| Alliancebernstein L.P. | 113,350 | $38.5M | 0.01% | −68,281−37.6% | Reduced |
| Perpetual Ltd | 109,873 | $37.3M | 0.44% | +5,507+5.3% | Added |
| Truist Financial Corp | 105,195 | $35.8M | 0.05% | −3,401−3.1% | Reduced |
| Raymond James Financial Inc | 104,564 | $35.5M | 0.01% | −45,249−30.2% | Reduced |
| South Dakota Investment Council | 103,981 | $35.3M | 0.68% | +4,800+4.8% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 103,843 | $35.3M | 0.02% | −10,567−9.2% | Reduced |
| Citadel Advisors LLC | 96,576 | $32.8M | 0.03% | −53,642−35.7% | Reduced |
| Deprince Race & Zollo Inc | 94,358 | $32.1M | 0.67% | −1,752−1.8% | Reduced |
| Storebrand Asset Management AS | 94,166 | $32.0M | 0.09% | −2,364−2.4% | Reduced |
| Price T Rowe Associates Inc | 92,690 | $31.5M | 0.00% | +1,407+1.5% | Added |
| BNP Paribas Arbitrage, SA | 86,150 | $29.3M | 0.02% | +13,539+18.6% | Added |
| Mackenzie Financial Corp | 85,948 | $29.2M | 0.04% | −20,044−18.9% | Reduced |
| Virginia Retirement Systems Et Al | 84,700 | $28.8M | 0.20% | −57,600−40.5% | Reduced |
| Rhumbline Advisers | 84,509 | $28.7M | 0.02% | +2,317+2.8% | Added |
| Royal Bank of Canada | 82,849 | $28.2M | 0.01% | −2,477−2.9% | Reduced |
| FIL Ltd | 81,140 | $27.6M | 0.02% | −3,579−4.2% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 78,947 | $26.8M | 0.02% | +88+0.1% | Added |
| Mirabella Financial Services LLP | 77,613 | $26.4M | 2.77% | +61,383+378.2% | Added |
| Millennium Management LLC | 76,973 | $26.2M | 0.02% | +37,501+95.0% | Added |
| Jane Street Group, LLC | 76,342 | $25.9M | 0.04% | +69,453+1,008.2% | Added |
| Two Sigma Investments, LP | 72,280 | $24.6M | 0.04% | +55,927+342.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 69,355 | $23.6M | 0.06% | +46,558+204.2% | Added |
| Philadelphia Financial Management of San Francisco, LLC | 68,086 | $23.1M | 5.13% | +25,887+61.3% | Added |
| American Century Companies Inc | 67,372 | $22.9M | 0.01% | −7,401−9.9% | Reduced |
| Natixis | 65,941 | $22.4M | 0.11% | +61,704+1,456.3% | Added |
| D. E. Shaw & Co., Inc. | 64,322 | $21.9M | 0.02% | +13,870+27.5% | Added |
| Qube Research & Technologies Ltd | 63,257 | $21.5M | 0.03% | +34,470+119.7% | Added |
| Prospector Partners LLC | 61,755 | $21.0M | 2.44% | −2,261−3.5% | Reduced |
| TCTC Holdings, LLC | 61,085 | $20.8M | 0.67% | −295−0.5% | Reduced |
| Korea Investment CORP | 61,003 | $20.7M | 0.05% | −1,090−1.8% | Reduced |
| Aware Super Pty Ltd as trustee of Aware Super | 59,634 | $20.3M | 0.30% | 00.0% | Unchanged |
| California State Teachers Retirement System | 59,288 | $20.1M | 0.02% | −4,648−7.3% | Reduced |
| CBOE Vest Financial, LLC | 57,862 | $19.7M | 0.28% | −20,359−26.0% | Reduced |
| Arnhold LLC | 56,811 | $19.3M | 1.76% | +2,714+5.0% | Added |
| Robeco Institutional Asset Management B.V. | 56,762 | $19.3M | 0.03% | −38,652−40.5% | Reduced |
| CWM, LLC | 55,247 | $18.8M | 0.07% | +8,448+18.1% | Added |
| Martingale Asset Management L P | 54,274 | $18.4M | 0.45% | +1,227+2.3% | Added |
| HRT Financial LP | 54,086 | $18.4M | 0.08% | +54,086 | New |
| Principal Financial Group Inc | 50,721 | $17.2M | 0.01% | −4,402−8.0% | Reduced |
| Tudor Investment Corp Et Al | 50,484 | $17.2M | 0.13% | +26,988+114.9% | Added |
| TD Asset Management Inc | 49,634 | $16.9M | 0.01% | +4,093+9.0% | Added |