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, Q4 2025
Institutional positions in Everest Group, Ltd. as of Dec 31, 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
- 685
- +18 vs. Q3 2025
- Shares held
- 39.4M
- +931.4K (+2.4%) vs. Q3 2025
- Total value
- $13.4B
- −$94.4M (−0.7%) vs. Q3 2025
- New holders
- 97
- 207 more added
- Sold out
- 79
- 289 more reduced
10 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Everest Group, Ltd.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 5,370,898 | $1.82B | 0.03% | −131,308−2.4% | Reduced |
| BlackRock, Inc. | 3,355,303 | $1.14B | 0.02% | −31,257−0.9% | Reduced |
| State Street Corp | 1,906,692 | $647.0M | 0.02% | +7,806+0.4% | Added |
| Norges Bank | 1,857,307 | $630.3M | 0.07% | +1,857,307 | New |
| AQR Capital Management LLC | 1,666,087 | $565.4M | 0.30% | −344,946−17.2% | Reduced |
| Vulcan Value Partners, LLC | 1,509,740 | $512.3M | 9.24% | +92,274+6.5% | Added |
| Wellington Management Group LLP | 1,212,077 | $411.3M | 0.07% | −25,510−2.1% | Reduced |
| Geode Capital Management, LLC | 1,170,210 | $395.7M | 0.02% | +4,978+0.4% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 948,270 | $321.8M | 1.07% | −51,311−5.1% | Reduced |
| Altrinsic Global Advisors LLC | 865,243 | $293.6M | 10.53% | −40,815−4.5% | Reduced |
| Invesco Ltd. | 743,190 | $252.2M | 0.02% | +69,636+10.3% | Added |
| Boston Partners | 741,524 | $251.6M | 0.26% | +12,505+1.7% | Added |
| Massachusetts Financial Services Co | 645,475 | $219.0M | 0.07% | −6,719−1.0% | Reduced |
| Alliancebernstein L.P. | 640,752 | $217.4M | 0.07% | +348,866+119.5% | Added |
| William Blair Investment Management, LLC | 584,301 | $198.3M | 0.55% | −67,173−10.3% | Reduced |
| Balyasny Asset Management LLC | 498,697 | $169.2M | 0.32% | +321,376+181.2% | Added |
| Donald Smith & Co., Inc. | 435,696 | $147.9M | 2.77% | +44,272+11.3% | Added |
| Victory Capital Management Inc | 431,177 | $146.3M | 0.08% | +104,300+31.9% | Added |
| Dimensional Fund Advisors LP | 429,392 | $145.7M | 0.03% | −43,597−9.2% | Reduced |
| Morgan Stanley | 425,241 | $144.3M | 0.01% | −14,598−3.3% | Reduced |
| Polar Capital Holdings Plc | 403,500 | $136.9M | 0.63% | −7,000−1.7% | Reduced |
| Northern Trust Corp | 402,549 | $136.6M | 0.02% | −9,768−2.4% | Reduced |
| LSV Asset Management | 385,330 | $130.8M | 0.29% | −2,390−0.6% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 346,305 | $117.5M | 0.40% | +298,391+622.8% | Added |
| Charles Schwab Investment Management Inc | 345,142 | $117.1M | 0.02% | +1,670+0.5% | Added |
| UBS Asset Management Americas Inc | 310,976 | $105.5M | 0.02% | +431+0.1% | Added |
| Assetmark, Inc | 280,308 | $95.1M | 0.19% | −143,062−33.8% | Reduced |
| Legal & General Group Plc | 267,138 | $90.7M | 0.02% | −15,804−5.6% | Reduced |
| Earnest Partners LLC | 263,541 | $89.4M | 0.38% | +25,314+10.6% | Added |
| Causeway Capital Management LLC | 238,558 | $81.0M | 1.11% | +62,872+35.8% | Added |
| Talaria Asset Management Pty Ltd | 224,500 | $76.2M | 14.60% | +41,000+22.3% | Added |
| Jacobs Levy Equity Management, Inc | 222,499 | $75.5M | 0.29% | +60,484+37.3% | Added |
| Bank of New York Mellon Corp | 217,271 | $73.7M | 0.01% | −16,856−7.2% | Reduced |
| Bank of America Corp | 216,625 | $73.5M | 0.01% | +3,656+1.7% | Added |
| Nuveen, LLC | 212,925 | $72.3M | 0.02% | +25,262+13.5% | Added |
| UBS Group AG | 200,374 | $68.0M | 0.01% | −17,537−8.0% | Reduced |
| AustralianSuper Pty Ltd | 192,436 | $65.3M | 0.30% | +62,369+48.0% | Added |
| Deutsche Bank AG | 164,875 | $56.0M | 0.02% | −41,251−20.0% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 161,621 | $54.8M | 0.22% | +43,434+36.8% | Added |
| Barclays PLC | 151,674 | $51.5M | 0.02% | −8,403−5.2% | Reduced |
| Citadel Advisors LLC | 150,247 | $51.0M | 0.03% | +126,807+541.0% | Added |
| Franklin Resources Inc | 149,804 | $50.8M | 0.01% | −51,635−25.6% | Reduced |
| Millennium Management LLC | 147,987 | $50.2M | 0.04% | +92,558+167.0% | Added |
| Janus Henderson Group PLC | 146,398 | $49.7M | 0.02% | +7,210+5.2% | Added |
| Sterling Capital Management LLC | 143,150 | $48.6M | 0.79% | −94,856−39.9% | Reduced |
| BNP Paribas Arbitrage, SA | 132,721 | $45.0M | 0.03% | +32,260+32.1% | Added |
| Voloridge Investment Management, LLC | 132,648 | $45.0M | 0.16% | +47,768+56.3% | Added |
| General American Investors Co Inc | 129,196 | $43.8M | 2.73% | −15,090−10.5% | Reduced |
| Amundi | 127,244 | $43.2M | 0.01% | −45,948−26.5% | Reduced |
| Deprince Race & Zollo Inc | 121,630 | $41.3M | 0.79% | +29,299+31.7% | Added |
| Davis Selected Advisers | 118,017 | $40.0M | 0.18% | +78,589+199.3% | Added |
| Systematic Financial Management LP | 116,148 | $39.4M | 0.93% | −201−0.2% | Reduced |
| Goldman Sachs Group Inc | 115,447 | $39.2M | 0.01% | −23,707−17.0% | Reduced |
| Swiss National Bank | 114,920 | $39.0M | 0.02% | −7,680−6.3% | Reduced |
| Perpetual Ltd | 113,986 | $38.7M | 0.56% | +4,472+4.1% | Added |
| SEI Investments Co | 113,269 | $38.4M | 0.04% | −95,171−45.7% | Reduced |
| Envestnet Asset Management Inc | 106,693 | $36.2M | 0.01% | −46,641−30.4% | Reduced |
| California Public Employees Retirement System | 106,655 | $36.2M | 0.02% | −24,915−18.9% | Reduced |
| FMR LLC | 104,615 | $35.5M | 0.00% | −36,339−25.8% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 95,571 | $32.4M | 0.02% | −7,404−7.2% | Reduced |
| Price T Rowe Associates Inc | 95,016 | $32.2M | 0.00% | −6,839−6.7% | Reduced |
| Jane Street Group, LLC | 93,990 | $31.9M | 0.04% | +79,285+539.2% | Added |
| South Dakota Investment Council | 93,761 | $31.8M | 0.61% | +270+0.3% | Added |
| Point72 Asset Management, L.P. | 92,830 | $31.5M | 0.05% | +92,830 | New |
| Korea Investment CORP | 89,489 | $30.4M | 0.06% | −3,843−4.1% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 87,167 | $29.2M | 0.02% | −107−0.1% | Reduced |
| Storebrand Asset Management AS | 84,437 | $28.7M | 0.08% | −8,105−8.8% | Reduced |
| Rhumbline Advisers | 82,581 | $28.0M | 0.02% | −2,255−2.7% | Reduced |
| Bank of Montreal | 80,723 | $27.4M | 0.01% | −176,475−68.6% | Reduced |
| HSBC Holdings PLC | 74,073 | $25.3M | 0.01% | +36,876+99.1% | Added |
| Artisan Partners Limited Partnership | 73,795 | $25.0M | 0.04% | +651+0.9% | Added |
| CWM, LLC | 72,592 | $24.6M | 0.07% | −15,861−17.9% | Reduced |
| Bridgewater Associates, LP | 72,083 | $24.5M | 0.09% | −41,279−36.4% | Reduced |
| Two Sigma Investments, LP | 71,733 | $24.3M | 0.04% | −10,604−12.9% | Reduced |
| Truist Financial Corp | 71,109 | $24.1M | 0.03% | −27,792−28.1% | Reduced |
| Russell Investments Group, Ltd. | 70,974 | $24.1M | 0.03% | −75,360−51.5% | Reduced |
| Algebris (UK) Ltd | 69,099 | $23.5M | 1.86% | +69,099 | New |
| JPMorgan Chase & Co | 68,178 | $23.1M | 0.00% | −15,980−19.0% | Reduced |
| Ameriprise Financial Inc | 67,286 | $22.8M | 0.01% | −122,239−64.5% | Reduced |
| Lazard Asset Management LLC | 67,137 | $22.8M | 0.04% | +8,713+14.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 64,895 | $22.0M | 0.05% | +3,021+4.9% | Added |
| California State Teachers Retirement System | 63,562 | $21.6M | 0.02% | +10,594+20.0% | Added |
| FIL Ltd | 63,328 | $21.5M | 0.02% | +5,678+9.8% | Added |
| Mirabella Financial Services LLP | 62,448 | $21.2M | 2.04% | −1,583−2.5% | Reduced |
| TCTC Holdings, LLC | 61,080 | $20.7M | 0.62% | −50.0% | Reduced |
| Ieq Capital, LLC | 60,495 | $20.5M | 0.06% | −31,580−34.3% | Reduced |
| First Trust Advisors LP | 59,994 | $20.4M | 0.01% | −282,373−82.5% | Reduced |
| Danske Bank A/S | 59,672 | $20.2M | 0.05% | −41,825−41.2% | Reduced |
| New York State Common Retirement Fund | 59,312 | $20.1M | 0.03% | +6,666+12.7% | Added |
| Martingale Asset Management L P | 57,188 | $19.4M | 0.49% | −1,037−1.8% | Reduced |
| Arnhold LLC | 56,338 | $19.1M | 1.45% | 00.0% | Unchanged |
| Nuance Investments, LLC | 55,966 | $19.0M | 2.09% | +22,473+67.1% | Added |
| Bank of Nova Scotia | 52,411 | $17.8M | 0.03% | −10,478−16.7% | Reduced |
| Grace & White Inc | 47,998 | $16.3M | 2.90% | +766+1.6% | Added |
| Renaissance Technologies LLC | 46,980 | $15.9M | 0.02% | −88,820−65.4% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 46,128 | $15.7M | 0.03% | +2,180+5.0% | Added |
| Principal Financial Group Inc | 46,264 | $15.7M | 0.01% | −1,489−3.1% | Reduced |
| TD Asset Management Inc | 45,387 | $15.4M | 0.01% | −484−1.1% | Reduced |
| Te Ahumairangi Investment Management Ltd | 45,260 | $15.4M | 2.75% | −2,680−5.6% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 45,091 | $15.3M | 0.04% | +14,211+46.0% | Added |