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 |
|---|---|---|---|---|---|
| Rhumbline Advisers | 84,509 | $28.7M | 0.02% | +2,317+2.8% | Added |
| Virginia Retirement Systems Et Al | 84,700 | $28.8M | 0.20% | −57,600−40.5% | Reduced |
| Mackenzie Financial Corp | 85,948 | $29.2M | 0.04% | −20,044−18.9% | Reduced |
| BNP Paribas Arbitrage, SA | 86,150 | $29.3M | 0.02% | +13,539+18.6% | Added |
| Price T Rowe Associates Inc | 92,690 | $31.5M | 0.00% | +1,407+1.5% | Added |
| Storebrand Asset Management AS | 94,166 | $32.0M | 0.09% | −2,364−2.4% | Reduced |
| Deprince Race & Zollo Inc | 94,358 | $32.1M | 0.67% | −1,752−1.8% | Reduced |
| Citadel Advisors LLC | 96,576 | $32.8M | 0.03% | −53,642−35.7% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 103,843 | $35.3M | 0.02% | −10,567−9.2% | Reduced |
| South Dakota Investment Council | 103,981 | $35.3M | 0.68% | +4,800+4.8% | Added |
| Raymond James Financial Inc | 104,564 | $35.5M | 0.01% | −45,249−30.2% | Reduced |
| Truist Financial Corp | 105,195 | $35.8M | 0.05% | −3,401−3.1% | Reduced |
| Perpetual Ltd | 109,873 | $37.3M | 0.44% | +5,507+5.3% | Added |
| Alliancebernstein L.P. | 113,350 | $38.5M | 0.01% | −68,281−37.6% | Reduced |
| Bridgewater Associates, LP | 116,792 | $39.7M | 0.16% | +23,020+24.5% | Added |
| Systematic Financial Management LP | 117,319 | $39.9M | 1.06% | +1,161+1.0% | Added |
| Voloridge Investment Management, LLC | 122,621 | $41.7M | 0.15% | +38,802+46.3% | Added |
| JPMorgan Chase & Co | 123,795 | $42.1M | 0.00% | +63,321+104.7% | Added |
| FMR LLC | 126,026 | $42.8M | 0.00% | −187,483−59.8% | Reduced |
| Russell Investments Group, Ltd. | 127,357 | $43.0M | 0.05% | +15,012+13.4% | Added |
| Swiss National Bank | 129,200 | $43.9M | 0.03% | +8,000+6.6% | Added |
| Janus Henderson Group PLC | 131,971 | $44.9M | 0.02% | +31,069+30.8% | Added |
| AustralianSuper Pty Ltd | 138,155 | $47.0M | 0.24% | +53,865+63.9% | Added |
| General American Investors Co Inc | 144,286 | $49.0M | 3.29% | 00.0% | Unchanged |
| California Public Employees Retirement System | 152,390 | $51.8M | 0.03% | −41,404−21.4% | Reduced |
| Barclays PLC | 159,520 | $54.2M | 0.02% | +13,771+9.4% | Added |
| Jacobs Levy Equity Management, Inc | 163,785 | $55.7M | 0.22% | +52,802+47.6% | Added |
| Envestnet Asset Management Inc | 168,647 | $57.3M | 0.02% | −4,071−2.4% | Reduced |
| Man Group plc | 170,793 | $58.0M | 0.13% | +27,903+19.5% | Added |
| Amundi | 175,487 | $58.6M | 0.02% | −4,997−2.8% | Reduced |
| Talaria Asset Management Pty Ltd | 180,300 | $61.3M | 14.47% | +44,300+32.6% | Added |
| Bank of America Corp | 186,650 | $63.4M | 0.01% | +5,373+3.0% | Added |
| SEI Investments Co | 188,661 | $64.1M | 0.07% | +44,124+30.5% | Added |
| Johnson Investment Counsel Inc | 189,702 | $64.5M | 0.58% | −944−0.5% | Reduced |
| Deutsche Bank AG | 197,375 | $67.1M | 0.02% | −1,683−0.8% | Reduced |
| Franklin Resources Inc | 201,058 | $68.3M | 0.02% | −921,626−82.1% | Reduced |
| Renaissance Technologies LLC | 201,300 | $68.4M | 0.09% | +123,600+159.1% | Added |
| Goldman Sachs Group Inc | 203,214 | $69.1M | 0.01% | +96,568+90.6% | Added |
| Bank of Montreal | 215,270 | $73.2M | 0.04% | +1,427+0.7% | Added |
| UBS Group AG | 222,552 | $75.6M | 0.02% | −24,923−10.1% | Reduced |
| Ameriprise Financial Inc | 234,983 | $79.9M | 0.02% | −17,528−6.9% | Reduced |
| Earnest Partners LLC | 240,048 | $81.6M | 0.37% | +7,281+3.1% | Added |
| Bank of New York Mellon Corp | 241,755 | $82.2M | 0.02% | −13,771−5.4% | Reduced |
| Sterling Capital Management LLC | 260,429 | $88.5M | 1.26% | −17,813−6.4% | Reduced |
| Legal & General Group Plc | 263,726 | $89.6M | 0.02% | +295+0.1% | Added |
| Victory Capital Management Inc | 271,976 | $92.4M | 0.06% | −81,229−23.0% | Reduced |
| Nuveen, LLC | 274,846 | $93.4M | 0.03% | −103,372−27.3% | Reduced |
| Donald Smith & Co., Inc. | 311,037 | $105.7M | 2.49% | +109,848+54.6% | Added |
| Balyasny Asset Management LLC | 336,692 | $114.4M | 0.26% | +91,799+37.5% | Added |
| UBS Asset Management Americas Inc | 353,688 | $120.2M | 0.02% | −4,480−1.3% | Reduced |
| Champlain Investment Partners, LLC | 371,810 | $126.4M | 0.88% | −18,825−4.8% | Reduced |
| Charles Schwab Investment Management Inc | 390,449 | $132.7M | 0.02% | +4,460+1.2% | Added |
| LSV Asset Management | 400,167 | $136.0M | 0.32% | −17,548−4.2% | Reduced |
| Northern Trust Corp | 410,474 | $139.5M | 0.02% | −27,762−6.3% | Reduced |
| Polar Capital Holdings Plc | 410,500 | $139.5M | 0.73% | +15,500+3.9% | Added |
| Morgan Stanley | 444,327 | $151.0M | 0.01% | −21,701−4.7% | Reduced |
| Assetmark, Inc | 446,569 | $151.8M | 0.36% | +39,346+9.7% | Added |
| Dimensional Fund Advisors LP | 464,602 | $157.9M | 0.04% | −82,057−15.0% | Reduced |
| Boston Partners | 565,703 | $192.2M | 0.21% | −131,062−18.8% | Reduced |
| First Trust Advisors LP | 615,370 | $209.1M | 0.17% | −276,620−31.0% | Reduced |
| Massachusetts Financial Services Co | 622,608 | $211.6M | 0.07% | +69,636+12.6% | Added |
| Invesco Ltd. | 680,227 | $231.2M | 0.04% | −134,371−16.5% | Reduced |
| William Blair Investment Management, LLC | 685,769 | $233.1M | 0.62% | −16,568−2.4% | Reduced |
| Altrinsic Global Advisors LLC | 937,296 | $318.5M | 11.53% | +254,317+37.2% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 941,674 | $320.0M | 1.08% | +60,191+6.8% | Added |
| AQR Capital Management LLC | 1,180,615 | $399.6M | 0.33% | +467,656+65.6% | Added |
| Geode Capital Management, LLC | 1,211,474 | $414.4M | 0.03% | +6,217+0.5% | Added |
| Vulcan Value Partners, LLC | 1,244,987 | $435.7M | 7.68% | −83,745−6.3% | Reduced |
| Wellington Management Group LLP | 1,456,002 | $494.8M | 0.09% | −104,752−6.7% | Reduced |
| Norges Bank | 1,769,309 | $601.3M | 0.08% | +349,366+24.6% | Added |
| State Street Corp | 1,911,666 | $649.7M | 0.02% | −26,084−1.3% | Reduced |
| BlackRock, Inc. | 3,489,088 | $1.19B | 0.02% | −144,616−4.0% | Reduced |
| Vanguard Group Inc | 5,559,668 | $1.89B | 0.03% | −17,708−0.3% | Reduced |
| Zimmer Partners, LP | 0 | $0 | 0.00% | −95,000−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −46,064−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −25,991−100.0% | Sold out |
| Gillson Capital LP | 0 | $0 | 0.00% | −23,021−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −17,677−100.0% | Sold out |
| Dupree Financial Group, LLC | 0 | $0 | 0.00% | −16,911−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −13,316−100.0% | Sold out |
| PGGM Investments | 0 | $0 | 0.00% | −13,108−100.0% | Sold out |
| Hi-Line Capital Management, LLC | 0 | $0 | 0.00% | −10,580−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −9,948−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −8,450−100.0% | Sold out |
| Alaska Permanent Fund Corp | 0 | $0 | 0.00% | −7,833−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −6,336−100.0% | Sold out |
| Banque Cantonale Vaudoise | 0 | $0 | 0.00% | −4,649−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −4,447−100.0% | Sold out |
| J. Safra Sarasin Holding AG | 0 | $0 | 0.00% | −4,226−100.0% | Sold out |
| Achmea Investment Management B.V. | 0 | $0 | 0.00% | −4,111−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −4,062−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −3,566−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −3,432−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −2,708−100.0% | Sold out |
| BNP Paribas | 0 | $0 | 0.00% | −2,670−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −2,283−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −2,273−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −2,132−100.0% | Sold out |
| Mount Lucas Management LP | 0 | $0 | 0.00% | −2,103−100.0% | Sold out |
| Waterway Wealth Management, LLC | 0 | $0 | 0.00% | −2,047−100.0% | Sold out |