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 |
|---|---|---|---|---|---|
| Asset Management One Co.,Ltd. | 17,420 | $6.10M | 0.02% | −534−3.0% | Reduced |
| Clear Harbor Asset Management, LLC | 17,942 | $6.28M | 0.44% | +1,517+9.2% | Added |
| Intech Investment Management LLC | 18,145 | $6.35M | 0.06% | −20,431−53.0% | Reduced |
| Prana Capital Management, LP | 18,428 | $6.45M | 0.22% | −19,353−51.2% | Reduced |
| Janney Montgomery Scott LLC | 18,503 | $6.48M | 0.02% | +18,503 | New |
| Police & Firemen's Retirement System of New Jersey | 18,668 | $6.54M | 0.05% | +2,588+16.1% | Added |
| Illinois Municipal Retirement Fund | 18,756 | $6.57M | 0.08% | −1,579−7.8% | Reduced |
| Treasurer of the State of North Carolina | 18,878 | $6.61M | 0.02% | −738−3.8% | Reduced |
| Daiwa Securities Group Inc. | 19,295 | $6.76M | 0.02% | +12,485+183.3% | Added |
| Davenport & Co LLC | 19,390 | $6.79M | 0.04% | −2,477−11.3% | Reduced |
| CI Private Wealth, LLC | 20,062 | $7.03M | 0.01% | +1,005+5.3% | Added |
| Summit Wealth Group LLC | 15,074 | $7.04M | 0.97% | +15,074 | New |
| LPL Financial LLC | 20,125 | $7.05M | 0.00% | −5,417−21.2% | Reduced |
| APG Asset Management N.V. | 23,900 | $7.12M | 0.02% | 00.0% | Unchanged |
| Heartland Advisors Inc | 20,586 | $7.21M | 0.38% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 21,335 | $7.47M | 0.01% | +9,507+80.4% | Added |
| Chevy Chase Trust Holdings, Inc. | 21,406 | $7.50M | 0.02% | −1,091−4.8% | Reduced |
| Mariner, LLC | 21,576 | $7.56M | 0.01% | +12,058+126.7% | Added |
| Mediolanum International Funds Ltd | 22,040 | $7.61M | 0.08% | +11,538+109.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 21,076 | $7.69M | 0.01% | +12,343+141.3% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 22,093 | $7.74M | 0.01% | +22,093 | New |
| SRS Capital Advisors, Inc. | 22,509 | $7.88M | 0.11% | +22,383+17,764.3% | Added |
| Natixis Advisors, L.P. | 22,527 | $7.89M | 0.01% | −3,582−13.7% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 22,700 | $7.95M | 0.02% | −304−1.3% | Reduced |
| Citadel Advisors LLC | 23,440 | $8.21M | 0.01% | −73,136−75.7% | Reduced |
| MetLife Investment Management | 25,006 | $8.76M | 0.04% | +1,830+7.9% | Added |
| Adage Capital Partners GP, L.L.C. | 25,681 | $8.99M | 0.01% | −5,300−17.1% | Reduced |
| Glenmede Investment Management, LP | 25,719 | $9.01M | 0.04% | −767−2.9% | Reduced |
| Brandywine Global Investment Management, LLC | 25,753 | $9.02M | 0.06% | +200+0.8% | Added |
| National Bank of Canada | 26,187 | $9.17M | 0.01% | −14,318−35.3% | Reduced |
| Edgestream Partners, L.P. | 26,210 | $9.18M | 0.27% | −16,904−39.2% | Reduced |
| Advisor Group Holdings, Inc. | 26,953 | $9.43M | 0.01% | +1,745+6.9% | Added |
| State Board of Administration of Florida Retirement System | 26,943 | $9.44M | 0.02% | −4,333−13.9% | Reduced |
| D. E. Shaw & Co., Inc. | 27,057 | $9.48M | 0.01% | −37,265−57.9% | Reduced |
| Employees Retirement System of Texas | 27,754 | $9.72M | 0.08% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 28,414 | $9.95M | 0.04% | +22,347+368.3% | Added |
| State of Wisconsin Investment Board | 28,537 | $9.99M | 0.02% | +1,816+6.8% | Added |
| Allianz Asset Management GmbH | 28,612 | $10.0M | 0.01% | +122+0.4% | Added |
| Dupree Financial Group, LLC | 29,380 | $10.3M | 3.91% | +29,380 | New |
| Clearbridge Investments, LLC | 29,395 | $10.3M | 0.01% | −105−0.4% | Reduced |
| Warren Averett Asset Management, LLC | 29,557 | $10.4M | 0.10% | +1,030+3.6% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 29,661 | $10.4M | 0.02% | +27,965+1,648.9% | Added |
| NFC Investments, LLC | 29,330 | $10.7M | 3.10% | +140+0.5% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 30,880 | $10.8M | 0.03% | +408+1.3% | Added |
| Quantinno Capital Management LP | 30,934 | $10.8M | 0.03% | +7,594+32.5% | Added |
| Pictet Asset Management Holding SA | 31,246 | $10.9M | 0.01% | +599+2.0% | Added |
| Manufacturers Life Insurance Company, The | 31,665 | $11.1M | 0.01% | +7,053+28.7% | Added |
| Toronto Dominion Bank | 31,820 | $11.1M | 0.02% | +1,582+5.2% | Added |
| Empowered Funds, LLC | 31,886 | $11.2M | 0.11% | +5,623+21.4% | Added |
| LMCG Investments, LLC | 32,065 | $11.2M | 0.66% | +81+0.3% | Added |
| Woodline Partners LP | 32,342 | $11.3M | 0.05% | +32,342 | New |
| CBOE Vest Financial, LLC | 32,965 | $11.5M | 0.15% | −24,897−43.0% | Reduced |
| DekaBank Deutsche Girozentrale | 34,044 | $11.7M | 0.02% | 00.0% | Unchanged |
| Nuance Investments, LLC | 33,493 | $11.7M | 1.19% | +12,457+59.2% | Added |
| Aviva PLC | 33,759 | $11.8M | 0.02% | +1,950+6.1% | Added |
| Standard Life Aberdeen plc | 34,979 | $12.1M | 0.02% | +3,737+12.0% | Added |
| Susquehanna Portfolio Strategies, LLC | 34,631 | $12.1M | 0.19% | +9,955+40.3% | Added |
| Capital Fund Management S.A. | 36,415 | $12.8M | 0.13% | +36,415 | New |
| Swedbank AB | 37,025 | $13.0M | 0.01% | 00.0% | Unchanged |
| HSBC Holdings PLC | 37,197 | $13.0M | 0.01% | +317+0.9% | Added |
| M&G Plc | 38,055 | $13.3M | 0.07% | +17,968+89.5% | Added |
| Frontier Capital Management Co LLC | 38,096 | $13.3M | 0.12% | −1,163−3.0% | Reduced |
| Royal London Asset Management Ltd | 38,838 | $13.6M | 0.03% | +3,939+11.3% | Added |
| Susquehanna International Group, LLP | 38,879 | $13.6M | 0.02% | +10,520+37.1% | Added |
| National Pension Service | 38,956 | $13.6M | 0.01% | +8,056+26.1% | Added |
| Davis Selected Advisers | 39,428 | $13.8M | 0.07% | −72−0.2% | Reduced |
| Clough Capital Partners L P | 40,285 | $14.1M | 1.26% | +490+1.2% | Added |
| New York State Teachers Retirement System | 40,460 | $14.2M | 0.03% | −471−1.2% | Reduced |
| Lighthouse Investment Partners, LLC | 42,237 | $14.8M | 0.53% | +31,133+280.4% | Added |
| Great West Life Assurance Co | 43,009 | $14.9M | 0.02% | +210.0% | Added |
| Cerity Partners LLC | 43,771 | $15.3M | 0.02% | +13,864+46.4% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 43,948 | $15.4M | 0.03% | +6,288+16.7% | Added |
| Equitable Trust Co | 44,041 | $15.4M | 0.71% | −1,858−4.0% | Reduced |
| American Century Companies Inc | 44,066 | $15.4M | 0.01% | −23,306−34.6% | Reduced |
| Pathstone Holdings, LLC | 45,104 | $15.8M | 0.06% | −676−1.5% | Reduced |
| TD Asset Management Inc | 45,871 | $16.1M | 0.01% | −3,763−7.6% | Reduced |
| Mackenzie Financial Corp | 45,952 | $16.1M | 0.02% | −39,996−46.5% | Reduced |
| Citigroup Inc | 46,834 | $16.4M | 0.01% | −793−1.7% | Reduced |
| Grace & White Inc | 47,232 | $16.5M | 2.92% | 00.0% | Unchanged |
| Principal Financial Group Inc | 47,753 | $16.7M | 0.01% | −2,968−5.9% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 47,914 | $16.8M | 0.06% | −240−0.5% | Reduced |
| Te Ahumairangi Investment Management Ltd | 47,940 | $16.8M | 2.85% | +6,344+15.3% | Added |
| KLP Kapitalforvaltning AS | 47,941 | $16.8M | 0.07% | +19,600+69.2% | Added |
| Natixis | 50,834 | $17.8M | 0.10% | −15,107−22.9% | Reduced |
| Raymond James Financial Inc | 51,409 | $18.0M | 0.01% | −53,155−50.8% | Reduced |
| New York State Common Retirement Fund | 52,646 | $18.4M | 0.02% | +8,059+18.1% | Added |
| California State Teachers Retirement System | 52,968 | $18.6M | 0.02% | −6,320−10.7% | Reduced |
| Millennium Management LLC | 55,429 | $19.4M | 0.02% | −21,544−28.0% | Reduced |
| Arnhold LLC | 56,338 | $19.7M | 1.65% | −473−0.8% | Reduced |
| FIL Ltd | 57,650 | $20.2M | 0.02% | −23,490−28.9% | Reduced |
| Martingale Asset Management L P | 58,225 | $20.4M | 0.51% | +3,951+7.3% | Added |
| Lazard Asset Management LLC | 58,424 | $20.5M | 0.03% | +54,821+1,521.5% | Added |
| Aware Super Pty Ltd as trustee of Aware Super | 59,634 | $20.9M | 0.29% | 00.0% | Unchanged |
| Prospector Partners LLC | 59,814 | $20.9M | 2.52% | −1,941−3.1% | Reduced |
| TCTC Holdings, LLC | 61,085 | $21.4M | 0.63% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 61,874 | $21.7M | 0.05% | −7,481−10.8% | Reduced |
| Bank of Nova Scotia | 62,889 | $22.0M | 0.04% | +46,002+272.4% | Added |
| Mirabella Financial Services LLP | 64,031 | $22.4M | 1.95% | −13,582−17.5% | Reduced |
| HRT Financial LP | 67,038 | $23.5M | 0.09% | +12,952+23.9% | Added |
| Robeco Institutional Asset Management B.V. | 67,520 | $23.6M | 0.03% | +10,758+19.0% | Added |