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 |
|---|---|---|---|---|---|
| Mackenzie Financial Corp | 45,952 | $16.1M | 0.02% | −39,996−46.5% | Reduced |
| TD Asset Management Inc | 45,871 | $16.1M | 0.01% | −3,763−7.6% | Reduced |
| Pathstone Holdings, LLC | 45,104 | $15.8M | 0.06% | −676−1.5% | Reduced |
| American Century Companies Inc | 44,066 | $15.4M | 0.01% | −23,306−34.6% | Reduced |
| Equitable Trust Co | 44,041 | $15.4M | 0.71% | −1,858−4.0% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 43,948 | $15.4M | 0.03% | +6,288+16.7% | Added |
| Cerity Partners LLC | 43,771 | $15.3M | 0.02% | +13,864+46.4% | Added |
| Great West Life Assurance Co | 43,009 | $14.9M | 0.02% | +210.0% | Added |
| Lighthouse Investment Partners, LLC | 42,237 | $14.8M | 0.53% | +31,133+280.4% | Added |
| New York State Teachers Retirement System | 40,460 | $14.2M | 0.03% | −471−1.2% | Reduced |
| Clough Capital Partners L P | 40,285 | $14.1M | 1.26% | +490+1.2% | Added |
| Davis Selected Advisers | 39,428 | $13.8M | 0.07% | −72−0.2% | Reduced |
| National Pension Service | 38,956 | $13.6M | 0.01% | +8,056+26.1% | Added |
| Susquehanna International Group, LLP | 38,879 | $13.6M | 0.02% | +10,520+37.1% | Added |
| Royal London Asset Management Ltd | 38,838 | $13.6M | 0.03% | +3,939+11.3% | Added |
| Frontier Capital Management Co LLC | 38,096 | $13.3M | 0.12% | −1,163−3.0% | Reduced |
| M&G Plc | 38,055 | $13.3M | 0.07% | +17,968+89.5% | Added |
| HSBC Holdings PLC | 37,197 | $13.0M | 0.01% | +317+0.9% | Added |
| Swedbank AB | 37,025 | $13.0M | 0.01% | 00.0% | Unchanged |
| Capital Fund Management S.A. | 36,415 | $12.8M | 0.13% | +36,415 | New |
| Susquehanna Portfolio Strategies, LLC | 34,631 | $12.1M | 0.19% | +9,955+40.3% | Added |
| Standard Life Aberdeen plc | 34,979 | $12.1M | 0.02% | +3,737+12.0% | Added |
| Aviva PLC | 33,759 | $11.8M | 0.02% | +1,950+6.1% | Added |
| Nuance Investments, LLC | 33,493 | $11.7M | 1.19% | +12,457+59.2% | Added |
| DekaBank Deutsche Girozentrale | 34,044 | $11.7M | 0.02% | 00.0% | Unchanged |
| CBOE Vest Financial, LLC | 32,965 | $11.5M | 0.15% | −24,897−43.0% | Reduced |
| Woodline Partners LP | 32,342 | $11.3M | 0.05% | +32,342 | New |
| LMCG Investments, LLC | 32,065 | $11.2M | 0.66% | +81+0.3% | Added |
| Empowered Funds, LLC | 31,886 | $11.2M | 0.11% | +5,623+21.4% | Added |
| Toronto Dominion Bank | 31,820 | $11.1M | 0.02% | +1,582+5.2% | Added |
| Manufacturers Life Insurance Company, The | 31,665 | $11.1M | 0.01% | +7,053+28.7% | Added |
| Pictet Asset Management Holding SA | 31,246 | $10.9M | 0.01% | +599+2.0% | Added |
| Quantinno Capital Management LP | 30,934 | $10.8M | 0.03% | +7,594+32.5% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 30,880 | $10.8M | 0.03% | +408+1.3% | Added |
| NFC Investments, LLC | 29,330 | $10.7M | 3.10% | +140+0.5% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 29,661 | $10.4M | 0.02% | +27,965+1,648.9% | Added |
| Warren Averett Asset Management, LLC | 29,557 | $10.4M | 0.10% | +1,030+3.6% | Added |
| Clearbridge Investments, LLC | 29,395 | $10.3M | 0.01% | −105−0.4% | Reduced |
| Dupree Financial Group, LLC | 29,380 | $10.3M | 3.91% | +29,380 | New |
| Allianz Asset Management GmbH | 28,612 | $10.0M | 0.01% | +122+0.4% | Added |
| State of Wisconsin Investment Board | 28,537 | $9.99M | 0.02% | +1,816+6.8% | Added |
| Panagora Asset Management Inc | 28,414 | $9.95M | 0.04% | +22,347+368.3% | Added |
| Employees Retirement System of Texas | 27,754 | $9.72M | 0.08% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 27,057 | $9.48M | 0.01% | −37,265−57.9% | Reduced |
| State Board of Administration of Florida Retirement System | 26,943 | $9.44M | 0.02% | −4,333−13.9% | Reduced |
| Advisor Group Holdings, Inc. | 26,953 | $9.43M | 0.01% | +1,745+6.9% | Added |
| Edgestream Partners, L.P. | 26,210 | $9.18M | 0.27% | −16,904−39.2% | Reduced |
| National Bank of Canada | 26,187 | $9.17M | 0.01% | −14,318−35.3% | Reduced |
| Brandywine Global Investment Management, LLC | 25,753 | $9.02M | 0.06% | +200+0.8% | Added |
| Glenmede Investment Management, LP | 25,719 | $9.01M | 0.04% | −767−2.9% | Reduced |
| Adage Capital Partners GP, L.L.C. | 25,681 | $8.99M | 0.01% | −5,300−17.1% | Reduced |
| MetLife Investment Management | 25,006 | $8.76M | 0.04% | +1,830+7.9% | Added |
| Citadel Advisors LLC | 23,440 | $8.21M | 0.01% | −73,136−75.7% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 22,700 | $7.95M | 0.02% | −304−1.3% | Reduced |
| Natixis Advisors, L.P. | 22,527 | $7.89M | 0.01% | −3,582−13.7% | Reduced |
| SRS Capital Advisors, Inc. | 22,509 | $7.88M | 0.11% | +22,383+17,764.3% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 22,093 | $7.74M | 0.01% | +22,093 | New |
| Wealth Enhancement Advisory Services, LLC | 21,076 | $7.69M | 0.01% | +12,343+141.3% | Added |
| Mediolanum International Funds Ltd | 22,040 | $7.61M | 0.08% | +11,538+109.9% | Added |
| Mariner, LLC | 21,576 | $7.56M | 0.01% | +12,058+126.7% | Added |
| Chevy Chase Trust Holdings, Inc. | 21,406 | $7.50M | 0.02% | −1,091−4.8% | Reduced |
| Mercer Global Advisors Inc | 21,335 | $7.47M | 0.01% | +9,507+80.4% | Added |
| Heartland Advisors Inc | 20,586 | $7.21M | 0.38% | 00.0% | Unchanged |
| APG Asset Management N.V. | 23,900 | $7.12M | 0.02% | 00.0% | Unchanged |
| LPL Financial LLC | 20,125 | $7.05M | 0.00% | −5,417−21.2% | Reduced |
| Summit Wealth Group LLC | 15,074 | $7.04M | 0.97% | +15,074 | New |
| CI Private Wealth, LLC | 20,062 | $7.03M | 0.01% | +1,005+5.3% | Added |
| Davenport & Co LLC | 19,390 | $6.79M | 0.04% | −2,477−11.3% | Reduced |
| Daiwa Securities Group Inc. | 19,295 | $6.76M | 0.02% | +12,485+183.3% | Added |
| Treasurer of the State of North Carolina | 18,878 | $6.61M | 0.02% | −738−3.8% | Reduced |
| Illinois Municipal Retirement Fund | 18,756 | $6.57M | 0.08% | −1,579−7.8% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 18,668 | $6.54M | 0.05% | +2,588+16.1% | Added |
| Janney Montgomery Scott LLC | 18,503 | $6.48M | 0.02% | +18,503 | New |
| Prana Capital Management, LP | 18,428 | $6.45M | 0.22% | −19,353−51.2% | Reduced |
| Intech Investment Management LLC | 18,145 | $6.35M | 0.06% | −20,431−53.0% | Reduced |
| Clear Harbor Asset Management, LLC | 17,942 | $6.28M | 0.44% | +1,517+9.2% | Added |
| Asset Management One Co.,Ltd. | 17,420 | $6.10M | 0.02% | −534−3.0% | Reduced |
| Public Employees Retirement System of Ohio | 17,204 | $6.03M | 0.02% | −621−3.5% | Reduced |
| Creative Planning | 17,046 | $5.97M | 0.00% | +12,154+248.4% | Added |
| New Age Alpha Advisors, LLC | 16,743 | $5.86M | 0.25% | −422−2.5% | Reduced |
| Schroder Investment Management Group | 16,879 | $5.83M | 0.00% | −199−1.2% | Reduced |
| Vestcor Inc | 16,126 | $5.65M | 0.17% | +15,219+1,677.9% | Added |
| Commonwealth Equity Services, LLC | 15,861 | $5.55M | 0.01% | −426−2.6% | Reduced |
| Mn Services Vermogensbeheer B.V. | 15,800 | $5.53M | 0.04% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 15,666 | $5.49M | 0.01% | +1,255+8.7% | Added |
| Wells Fargo & Company | 15,464 | $5.42M | 0.00% | −1,020−6.2% | Reduced |
| Stifel Financial Corp | 15,197 | $5.32M | 0.00% | −3,327−18.0% | Reduced |
| Northwest & Ethical Investments L.P. | 15,109 | $5.29M | 0.12% | −1,054−6.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 15,029 | $5.26M | 0.04% | +1,407+10.3% | Added |
| Continuum Advisory, LLC | 14,756 | $5.17M | 0.55% | +1,415+10.6% | Added |
| Jane Street Group, LLC | 14,705 | $5.15M | 0.01% | −61,637−80.7% | Reduced |
| Integrated Wealth Concepts LLC | 14,467 | $5.07M | 0.05% | +2,569+21.6% | Added |
| Nomura Asset Management Co Ltd | 14,364 | $5.03M | 0.01% | −61−0.4% | Reduced |
| Oppenheimer & Co Inc | 13,992 | $4.90M | 0.06% | −70−0.5% | Reduced |
| Rafferty Asset Management, LLC | 13,966 | $4.89M | 0.02% | −181−1.3% | Reduced |
| Investment Management Corp of Ontario | 13,759 | $4.82M | 0.07% | +12,731+1,238.4% | Added |
| Resona Asset Management Co.,Ltd. | 13,247 | $4.63M | 0.02% | −1,236−8.5% | Reduced |
| State of Tennessee, Treasury Department | 13,165 | $4.61M | 0.02% | −3,843−22.6% | Reduced |
| State of New Jersey Common Pension Fund D | 13,085 | $4.58M | 0.02% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 12,649 | $4.43M | 0.00% | +12,649 | New |