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, Q3 2025
Institutional positions in Everest Group, Ltd. as of Sep 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
- 677
- +11 vs. Q2 2025
- Shares held
- 38.5M
- +243.2K (+0.6%) vs. Q2 2025
- Total value
- $13.5B
- +$462.2M (+3.5%) vs. Q2 2025
- New holders
- 92
- 236 more added
- Sold out
- 81
- 252 more reduced
7 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Everest Group, Ltd.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 5,502,206 | $1.93B | 0.03% | −57,462−1.0% | Reduced |
| BlackRock, Inc. | 3,386,560 | $1.19B | 0.02% | −102,528−2.9% | Reduced |
| AQR Capital Management LLC | 2,011,033 | $695.3M | 0.45% | +830,418+70.3% | Added |
| State Street Corp | 1,898,886 | $665.0M | 0.02% | −12,780−0.7% | Reduced |
| Vulcan Value Partners, LLC | 1,417,466 | $496.5M | 9.00% | +172,479+13.9% | Added |
| Wellington Management Group LLP | 1,237,587 | $433.4M | 0.08% | −218,415−15.0% | Reduced |
| Geode Capital Management, LLC | 1,165,232 | $406.5M | 0.03% | −46,242−3.8% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 999,581 | $350.1M | 1.11% | +57,907+6.1% | Added |
| Altrinsic Global Advisors LLC | 906,058 | $317.3M | 11.74% | −31,238−3.3% | Reduced |
| Boston Partners | 729,019 | $255.3M | 0.26% | +163,316+28.9% | Added |
| Invesco Ltd. | 673,554 | $235.9M | 0.04% | −6,673−1.0% | Reduced |
| Massachusetts Financial Services Co | 652,194 | $228.4M | 0.07% | +29,586+4.8% | Added |
| William Blair Investment Management, LLC | 651,474 | $228.2M | 0.59% | −34,295−5.0% | Reduced |
| Dimensional Fund Advisors LP | 472,989 | $165.6M | 0.04% | +8,387+1.8% | Added |
| Morgan Stanley | 439,839 | $154.0M | 0.01% | −4,488−1.0% | Reduced |
| Assetmark, Inc | 423,370 | $148.3M | 0.32% | −23,199−5.2% | Reduced |
| Northern Trust Corp | 412,317 | $144.4M | 0.02% | +1,843+0.4% | Added |
| Polar Capital Holdings Plc | 410,500 | $143.8M | 0.69% | 00.0% | Unchanged |
| Donald Smith & Co., Inc. | 391,424 | $137.1M | 2.73% | +80,387+25.8% | Added |
| LSV Asset Management | 387,720 | $135.8M | 0.30% | −12,447−3.1% | Reduced |
| Champlain Investment Partners, LLC | 384,141 | $134.5M | 1.01% | +12,331+3.3% | Added |
| Charles Schwab Investment Management Inc | 343,472 | $120.3M | 0.02% | −46,977−12.0% | Reduced |
| First Trust Advisors LP | 342,367 | $119.9M | 0.09% | −273,003−44.4% | Reduced |
| Victory Capital Management Inc | 326,877 | $114.5M | 0.07% | +54,901+20.2% | Added |
| UBS Asset Management Americas Inc | 310,545 | $108.8M | 0.02% | −43,143−12.2% | Reduced |
| Alliancebernstein L.P. | 291,886 | $102.2M | 0.03% | +178,536+157.5% | Added |
| Legal & General Group Plc | 282,942 | $99.1M | 0.02% | +19,216+7.3% | Added |
| Bank of Montreal | 257,198 | $90.1M | 0.04% | +41,928+19.5% | Added |
| Earnest Partners LLC | 238,227 | $83.4M | 0.36% | −1,821−0.8% | Reduced |
| Sterling Capital Management LLC | 238,006 | $83.4M | 1.22% | −22,423−8.6% | Reduced |
| Bank of New York Mellon Corp | 234,127 | $82.0M | 0.01% | −7,628−3.2% | Reduced |
| UBS Group AG | 217,911 | $76.3M | 0.01% | −4,641−2.1% | Reduced |
| Bank of America Corp | 212,969 | $74.6M | 0.01% | +26,319+14.1% | Added |
| SEI Investments Co | 208,440 | $73.0M | 0.08% | +19,779+10.5% | Added |
| Deutsche Bank AG | 206,126 | $72.2M | 0.02% | +8,751+4.4% | Added |
| Franklin Resources Inc | 201,439 | $70.5M | 0.02% | +381+0.2% | Added |
| Ameriprise Financial Inc | 189,525 | $66.4M | 0.02% | −45,458−19.3% | Reduced |
| Nuveen, LLC | 187,663 | $65.7M | 0.02% | −87,183−31.7% | Reduced |
| Talaria Asset Management Pty Ltd | 183,500 | $64.3M | 11.56% | +3,200+1.8% | Added |
| Amundi | 173,192 | $62.6M | 0.02% | −2,295−1.3% | Reduced |
| Balyasny Asset Management LLC | 177,321 | $62.1M | 0.13% | −159,371−47.3% | Reduced |
| Causeway Capital Management LLC | 175,686 | $61.5M | 0.81% | +175,686 | New |
| Jacobs Levy Equity Management, Inc | 162,015 | $56.7M | 0.23% | −1,770−1.1% | Reduced |
| Johnson Investment Counsel Inc | 161,187 | $56.5M | 0.47% | −28,515−15.0% | Reduced |
| Barclays PLC | 160,077 | $56.1M | 0.02% | +557+0.3% | Added |
| Envestnet Asset Management Inc | 153,334 | $53.7M | 0.02% | −15,313−9.1% | Reduced |
| Russell Investments Group, Ltd. | 146,334 | $50.9M | 0.06% | +18,977+14.9% | Added |
| General American Investors Co Inc | 144,286 | $50.5M | 3.16% | 00.0% | Unchanged |
| FMR LLC | 140,954 | $49.4M | 0.00% | +14,928+11.8% | Added |
| Janus Henderson Group PLC | 139,188 | $48.7M | 0.02% | +7,217+5.5% | Added |
| Goldman Sachs Group Inc | 139,154 | $48.7M | 0.01% | −64,060−31.5% | Reduced |
| Renaissance Technologies LLC | 135,800 | $47.6M | 0.06% | −65,500−32.5% | Reduced |
| California Public Employees Retirement System | 131,570 | $46.1M | 0.03% | −20,820−13.7% | Reduced |
| AustralianSuper Pty Ltd | 130,067 | $45.6M | 0.22% | −8,088−5.9% | Reduced |
| Swiss National Bank | 122,600 | $42.9M | 0.02% | −6,600−5.1% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 118,187 | $41.4M | 0.17% | +69,346+142.0% | Added |
| Systematic Financial Management LP | 116,349 | $40.7M | 0.99% | −970−0.8% | Reduced |
| Bridgewater Associates, LP | 113,362 | $39.7M | 0.16% | −3,430−2.9% | Reduced |
| Perpetual Ltd | 109,514 | $38.4M | 0.48% | −359−0.3% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 102,975 | $36.1M | 0.02% | −868−0.8% | Reduced |
| Royal Bank of Canada | 101,878 | $35.7M | 0.01% | +19,029+23.0% | Added |
| Price T Rowe Associates Inc | 101,855 | $35.7M | 0.00% | +9,165+9.9% | Added |
| Danske Bank A/S | 101,497 | $35.5M | 0.09% | +66,625+191.1% | Added |
| BNP Paribas Arbitrage, SA | 100,461 | $35.2M | 0.03% | +14,311+16.6% | Added |
| Truist Financial Corp | 98,901 | $34.6M | 0.05% | −6,294−6.0% | Reduced |
| South Dakota Investment Council | 93,491 | $32.7M | 0.64% | −10,490−10.1% | Reduced |
| Korea Investment CORP | 93,332 | $32.7M | 0.07% | +32,329+53.0% | Added |
| Storebrand Asset Management AS | 92,542 | $32.4M | 0.09% | −1,624−1.7% | Reduced |
| Deprince Race & Zollo Inc | 92,331 | $32.3M | 0.65% | −2,027−2.1% | Reduced |
| Ieq Capital, LLC | 92,075 | $32.2M | 0.10% | +66,388+258.4% | Added |
| CWM, LLC | 88,453 | $31.0M | 0.09% | +33,206+60.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 87,274 | $30.6M | 0.02% | +8,327+10.5% | Added |
| Voloridge Investment Management, LLC | 84,880 | $29.7M | 0.10% | −37,741−30.8% | Reduced |
| Rhumbline Advisers | 84,836 | $29.7M | 0.02% | +327+0.4% | Added |
| JPMorgan Chase & Co | 84,158 | $29.5M | 0.00% | −39,637−32.0% | Reduced |
| Two Sigma Investments, LP | 82,337 | $28.8M | 0.04% | +10,057+13.9% | Added |
| Artisan Partners Limited Partnership | 73,144 | $25.6M | 0.04% | +50,769+226.9% | Added |
| Robeco Institutional Asset Management B.V. | 67,520 | $23.6M | 0.03% | +10,758+19.0% | Added |
| HRT Financial LP | 67,038 | $23.5M | 0.09% | +12,952+23.9% | Added |
| Mirabella Financial Services LLP | 64,031 | $22.4M | 1.95% | −13,582−17.5% | Reduced |
| Bank of Nova Scotia | 62,889 | $22.0M | 0.04% | +46,002+272.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 61,874 | $21.7M | 0.05% | −7,481−10.8% | Reduced |
| TCTC Holdings, LLC | 61,085 | $21.4M | 0.63% | 00.0% | Unchanged |
| Prospector Partners LLC | 59,814 | $20.9M | 2.52% | −1,941−3.1% | Reduced |
| Aware Super Pty Ltd as trustee of Aware Super | 59,634 | $20.9M | 0.29% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 58,424 | $20.5M | 0.03% | +54,821+1,521.5% | Added |
| Martingale Asset Management L P | 58,225 | $20.4M | 0.51% | +3,951+7.3% | Added |
| FIL Ltd | 57,650 | $20.2M | 0.02% | −23,490−28.9% | Reduced |
| Arnhold LLC | 56,338 | $19.7M | 1.65% | −473−0.8% | Reduced |
| Millennium Management LLC | 55,429 | $19.4M | 0.02% | −21,544−28.0% | Reduced |
| California State Teachers Retirement System | 52,968 | $18.6M | 0.02% | −6,320−10.7% | Reduced |
| New York State Common Retirement Fund | 52,646 | $18.4M | 0.02% | +8,059+18.1% | Added |
| Raymond James Financial Inc | 51,409 | $18.0M | 0.01% | −53,155−50.8% | Reduced |
| Natixis | 50,834 | $17.8M | 0.10% | −15,107−22.9% | Reduced |
| KLP Kapitalforvaltning AS | 47,941 | $16.8M | 0.07% | +19,600+69.2% | Added |
| Te Ahumairangi Investment Management Ltd | 47,940 | $16.8M | 2.85% | +6,344+15.3% | Added |
| Fuller & Thaler Asset Management, Inc. | 47,914 | $16.8M | 0.06% | −240−0.5% | Reduced |
| Principal Financial Group Inc | 47,753 | $16.7M | 0.01% | −2,968−5.9% | Reduced |
| Grace & White Inc | 47,232 | $16.5M | 2.92% | 00.0% | Unchanged |
| Citigroup Inc | 46,834 | $16.4M | 0.01% | −793−1.7% | Reduced |