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 |
|---|---|---|---|---|---|
| Artisan Partners Limited Partnership | 73,144 | $25.6M | 0.04% | +50,769+226.9% | Added |
| Two Sigma Investments, LP | 82,337 | $28.8M | 0.04% | +10,057+13.9% | Added |
| JPMorgan Chase & Co | 84,158 | $29.5M | 0.00% | −39,637−32.0% | Reduced |
| Rhumbline Advisers | 84,836 | $29.7M | 0.02% | +327+0.4% | Added |
| Voloridge Investment Management, LLC | 84,880 | $29.7M | 0.10% | −37,741−30.8% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 87,274 | $30.6M | 0.02% | +8,327+10.5% | Added |
| CWM, LLC | 88,453 | $31.0M | 0.09% | +33,206+60.1% | Added |
| Ieq Capital, LLC | 92,075 | $32.2M | 0.10% | +66,388+258.4% | Added |
| Deprince Race & Zollo Inc | 92,331 | $32.3M | 0.65% | −2,027−2.1% | Reduced |
| Storebrand Asset Management AS | 92,542 | $32.4M | 0.09% | −1,624−1.7% | Reduced |
| Korea Investment CORP | 93,332 | $32.7M | 0.07% | +32,329+53.0% | Added |
| South Dakota Investment Council | 93,491 | $32.7M | 0.64% | −10,490−10.1% | Reduced |
| Truist Financial Corp | 98,901 | $34.6M | 0.05% | −6,294−6.0% | Reduced |
| BNP Paribas Arbitrage, SA | 100,461 | $35.2M | 0.03% | +14,311+16.6% | Added |
| Danske Bank A/S | 101,497 | $35.5M | 0.09% | +66,625+191.1% | Added |
| Price T Rowe Associates Inc | 101,855 | $35.7M | 0.00% | +9,165+9.9% | Added |
| Royal Bank of Canada | 101,878 | $35.7M | 0.01% | +19,029+23.0% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 102,975 | $36.1M | 0.02% | −868−0.8% | Reduced |
| Perpetual Ltd | 109,514 | $38.4M | 0.48% | −359−0.3% | Reduced |
| Bridgewater Associates, LP | 113,362 | $39.7M | 0.16% | −3,430−2.9% | Reduced |
| Systematic Financial Management LP | 116,349 | $40.7M | 0.99% | −970−0.8% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 118,187 | $41.4M | 0.17% | +69,346+142.0% | Added |
| Swiss National Bank | 122,600 | $42.9M | 0.02% | −6,600−5.1% | Reduced |
| AustralianSuper Pty Ltd | 130,067 | $45.6M | 0.22% | −8,088−5.9% | Reduced |
| California Public Employees Retirement System | 131,570 | $46.1M | 0.03% | −20,820−13.7% | Reduced |
| Renaissance Technologies LLC | 135,800 | $47.6M | 0.06% | −65,500−32.5% | Reduced |
| Goldman Sachs Group Inc | 139,154 | $48.7M | 0.01% | −64,060−31.5% | Reduced |
| Janus Henderson Group PLC | 139,188 | $48.7M | 0.02% | +7,217+5.5% | Added |
| FMR LLC | 140,954 | $49.4M | 0.00% | +14,928+11.8% | Added |
| General American Investors Co Inc | 144,286 | $50.5M | 3.16% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 146,334 | $50.9M | 0.06% | +18,977+14.9% | Added |
| Envestnet Asset Management Inc | 153,334 | $53.7M | 0.02% | −15,313−9.1% | Reduced |
| Barclays PLC | 160,077 | $56.1M | 0.02% | +557+0.3% | Added |
| Johnson Investment Counsel Inc | 161,187 | $56.5M | 0.47% | −28,515−15.0% | Reduced |
| Jacobs Levy Equity Management, Inc | 162,015 | $56.7M | 0.23% | −1,770−1.1% | Reduced |
| Causeway Capital Management LLC | 175,686 | $61.5M | 0.81% | +175,686 | New |
| Balyasny Asset Management LLC | 177,321 | $62.1M | 0.13% | −159,371−47.3% | Reduced |
| Amundi | 173,192 | $62.6M | 0.02% | −2,295−1.3% | Reduced |
| Talaria Asset Management Pty Ltd | 183,500 | $64.3M | 11.56% | +3,200+1.8% | Added |
| Nuveen, LLC | 187,663 | $65.7M | 0.02% | −87,183−31.7% | Reduced |
| Ameriprise Financial Inc | 189,525 | $66.4M | 0.02% | −45,458−19.3% | Reduced |
| Franklin Resources Inc | 201,439 | $70.5M | 0.02% | +381+0.2% | Added |
| Deutsche Bank AG | 206,126 | $72.2M | 0.02% | +8,751+4.4% | Added |
| SEI Investments Co | 208,440 | $73.0M | 0.08% | +19,779+10.5% | Added |
| Bank of America Corp | 212,969 | $74.6M | 0.01% | +26,319+14.1% | Added |
| UBS Group AG | 217,911 | $76.3M | 0.01% | −4,641−2.1% | Reduced |
| Bank of New York Mellon Corp | 234,127 | $82.0M | 0.01% | −7,628−3.2% | Reduced |
| Sterling Capital Management LLC | 238,006 | $83.4M | 1.22% | −22,423−8.6% | Reduced |
| Earnest Partners LLC | 238,227 | $83.4M | 0.36% | −1,821−0.8% | Reduced |
| Bank of Montreal | 257,198 | $90.1M | 0.04% | +41,928+19.5% | Added |
| Legal & General Group Plc | 282,942 | $99.1M | 0.02% | +19,216+7.3% | Added |
| Alliancebernstein L.P. | 291,886 | $102.2M | 0.03% | +178,536+157.5% | Added |
| UBS Asset Management Americas Inc | 310,545 | $108.8M | 0.02% | −43,143−12.2% | Reduced |
| Victory Capital Management Inc | 326,877 | $114.5M | 0.07% | +54,901+20.2% | Added |
| First Trust Advisors LP | 342,367 | $119.9M | 0.09% | −273,003−44.4% | Reduced |
| Charles Schwab Investment Management Inc | 343,472 | $120.3M | 0.02% | −46,977−12.0% | Reduced |
| Champlain Investment Partners, LLC | 384,141 | $134.5M | 1.01% | +12,331+3.3% | Added |
| LSV Asset Management | 387,720 | $135.8M | 0.30% | −12,447−3.1% | Reduced |
| Donald Smith & Co., Inc. | 391,424 | $137.1M | 2.73% | +80,387+25.8% | Added |
| Polar Capital Holdings Plc | 410,500 | $143.8M | 0.69% | 00.0% | Unchanged |
| Northern Trust Corp | 412,317 | $144.4M | 0.02% | +1,843+0.4% | Added |
| Assetmark, Inc | 423,370 | $148.3M | 0.32% | −23,199−5.2% | Reduced |
| Morgan Stanley | 439,839 | $154.0M | 0.01% | −4,488−1.0% | Reduced |
| Dimensional Fund Advisors LP | 472,989 | $165.6M | 0.04% | +8,387+1.8% | Added |
| William Blair Investment Management, LLC | 651,474 | $228.2M | 0.59% | −34,295−5.0% | Reduced |
| Massachusetts Financial Services Co | 652,194 | $228.4M | 0.07% | +29,586+4.8% | Added |
| Invesco Ltd. | 673,554 | $235.9M | 0.04% | −6,673−1.0% | Reduced |
| Boston Partners | 729,019 | $255.3M | 0.26% | +163,316+28.9% | Added |
| Altrinsic Global Advisors LLC | 906,058 | $317.3M | 11.74% | −31,238−3.3% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 999,581 | $350.1M | 1.11% | +57,907+6.1% | Added |
| Geode Capital Management, LLC | 1,165,232 | $406.5M | 0.03% | −46,242−3.8% | Reduced |
| Wellington Management Group LLP | 1,237,587 | $433.4M | 0.08% | −218,415−15.0% | Reduced |
| Vulcan Value Partners, LLC | 1,417,466 | $496.5M | 9.00% | +172,479+13.9% | Added |
| State Street Corp | 1,898,886 | $665.0M | 0.02% | −12,780−0.7% | Reduced |
| AQR Capital Management LLC | 2,011,033 | $695.3M | 0.45% | +830,418+70.3% | Added |
| BlackRock, Inc. | 3,386,560 | $1.19B | 0.02% | −102,528−2.9% | Reduced |
| Vanguard Group Inc | 5,502,206 | $1.93B | 0.03% | −57,462−1.0% | Reduced |
| Activest Wealth Management | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −84,700−100.0% | Sold out |
| Philadelphia Financial Management of San Francisco, LLC | 0 | $0 | 0.00% | −68,086−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −63,257−100.0% | Sold out |
| Capitolis Liquid Global Markets LLC | 0 | $0 | 0.00% | −21,800−100.0% | Sold out |
| Fisher Funds Management LTD | 0 | $0 | 0.00% | −17,313−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −16,510−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −13,481−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −12,152−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −12,132−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −10,800−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −9,576−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −8,400−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −7,355−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −7,175−100.0% | Sold out |
| Pine Valley Investments Ltd Liability Co | 0 | $0 | 0.00% | −5,825−100.0% | Sold out |
| Thrivent Financial for Lutherans | 0 | $0 | 0.00% | −5,543−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −5,350−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −4,858−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −4,690−100.0% | Sold out |
| Alamar Capital Management, LLC | 0 | $0 | 0.00% | −3,670−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −3,292−100.0% | Sold out |