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 |
|---|---|---|---|---|---|
| TCTC Holdings, LLC | 61,080 | $20.7M | 0.62% | −50.0% | Reduced |
| Mirabella Financial Services LLP | 62,448 | $21.2M | 2.04% | −1,583−2.5% | Reduced |
| FIL Ltd | 63,328 | $21.5M | 0.02% | +5,678+9.8% | Added |
| California State Teachers Retirement System | 63,562 | $21.6M | 0.02% | +10,594+20.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 64,895 | $22.0M | 0.05% | +3,021+4.9% | Added |
| Lazard Asset Management LLC | 67,137 | $22.8M | 0.04% | +8,713+14.9% | Added |
| Ameriprise Financial Inc | 67,286 | $22.8M | 0.01% | −122,239−64.5% | Reduced |
| JPMorgan Chase & Co | 68,178 | $23.1M | 0.00% | −15,980−19.0% | Reduced |
| Algebris (UK) Ltd | 69,099 | $23.5M | 1.86% | +69,099 | New |
| Russell Investments Group, Ltd. | 70,974 | $24.1M | 0.03% | −75,360−51.5% | Reduced |
| Truist Financial Corp | 71,109 | $24.1M | 0.03% | −27,792−28.1% | Reduced |
| Two Sigma Investments, LP | 71,733 | $24.3M | 0.04% | −10,604−12.9% | Reduced |
| Bridgewater Associates, LP | 72,083 | $24.5M | 0.09% | −41,279−36.4% | Reduced |
| CWM, LLC | 72,592 | $24.6M | 0.07% | −15,861−17.9% | Reduced |
| Artisan Partners Limited Partnership | 73,795 | $25.0M | 0.04% | +651+0.9% | Added |
| HSBC Holdings PLC | 74,073 | $25.3M | 0.01% | +36,876+99.1% | Added |
| Bank of Montreal | 80,723 | $27.4M | 0.01% | −176,475−68.6% | Reduced |
| Rhumbline Advisers | 82,581 | $28.0M | 0.02% | −2,255−2.7% | Reduced |
| Storebrand Asset Management AS | 84,437 | $28.7M | 0.08% | −8,105−8.8% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 87,167 | $29.2M | 0.02% | −107−0.1% | Reduced |
| Korea Investment CORP | 89,489 | $30.4M | 0.06% | −3,843−4.1% | Reduced |
| Point72 Asset Management, L.P. | 92,830 | $31.5M | 0.05% | +92,830 | New |
| South Dakota Investment Council | 93,761 | $31.8M | 0.61% | +270+0.3% | Added |
| Jane Street Group, LLC | 93,990 | $31.9M | 0.04% | +79,285+539.2% | Added |
| Price T Rowe Associates Inc | 95,016 | $32.2M | 0.00% | −6,839−6.7% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 95,571 | $32.4M | 0.02% | −7,404−7.2% | Reduced |
| FMR LLC | 104,615 | $35.5M | 0.00% | −36,339−25.8% | Reduced |
| California Public Employees Retirement System | 106,655 | $36.2M | 0.02% | −24,915−18.9% | Reduced |
| Envestnet Asset Management Inc | 106,693 | $36.2M | 0.01% | −46,641−30.4% | Reduced |
| SEI Investments Co | 113,269 | $38.4M | 0.04% | −95,171−45.7% | Reduced |
| Perpetual Ltd | 113,986 | $38.7M | 0.56% | +4,472+4.1% | Added |
| Swiss National Bank | 114,920 | $39.0M | 0.02% | −7,680−6.3% | Reduced |
| Goldman Sachs Group Inc | 115,447 | $39.2M | 0.01% | −23,707−17.0% | Reduced |
| Systematic Financial Management LP | 116,148 | $39.4M | 0.93% | −201−0.2% | Reduced |
| Davis Selected Advisers | 118,017 | $40.0M | 0.18% | +78,589+199.3% | Added |
| Deprince Race & Zollo Inc | 121,630 | $41.3M | 0.79% | +29,299+31.7% | Added |
| Amundi | 127,244 | $43.2M | 0.01% | −45,948−26.5% | Reduced |
| General American Investors Co Inc | 129,196 | $43.8M | 2.73% | −15,090−10.5% | Reduced |
| Voloridge Investment Management, LLC | 132,648 | $45.0M | 0.16% | +47,768+56.3% | Added |
| BNP Paribas Arbitrage, SA | 132,721 | $45.0M | 0.03% | +32,260+32.1% | Added |
| Sterling Capital Management LLC | 143,150 | $48.6M | 0.79% | −94,856−39.9% | Reduced |
| Janus Henderson Group PLC | 146,398 | $49.7M | 0.02% | +7,210+5.2% | Added |
| Millennium Management LLC | 147,987 | $50.2M | 0.04% | +92,558+167.0% | Added |
| Franklin Resources Inc | 149,804 | $50.8M | 0.01% | −51,635−25.6% | Reduced |
| Citadel Advisors LLC | 150,247 | $51.0M | 0.03% | +126,807+541.0% | Added |
| Barclays PLC | 151,674 | $51.5M | 0.02% | −8,403−5.2% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 161,621 | $54.8M | 0.22% | +43,434+36.8% | Added |
| Deutsche Bank AG | 164,875 | $56.0M | 0.02% | −41,251−20.0% | Reduced |
| AustralianSuper Pty Ltd | 192,436 | $65.3M | 0.30% | +62,369+48.0% | Added |
| UBS Group AG | 200,374 | $68.0M | 0.01% | −17,537−8.0% | Reduced |
| Nuveen, LLC | 212,925 | $72.3M | 0.02% | +25,262+13.5% | Added |
| Bank of America Corp | 216,625 | $73.5M | 0.01% | +3,656+1.7% | Added |
| Bank of New York Mellon Corp | 217,271 | $73.7M | 0.01% | −16,856−7.2% | Reduced |
| Jacobs Levy Equity Management, Inc | 222,499 | $75.5M | 0.29% | +60,484+37.3% | Added |
| Talaria Asset Management Pty Ltd | 224,500 | $76.2M | 14.60% | +41,000+22.3% | Added |
| Causeway Capital Management LLC | 238,558 | $81.0M | 1.11% | +62,872+35.8% | Added |
| Earnest Partners LLC | 263,541 | $89.4M | 0.38% | +25,314+10.6% | Added |
| Legal & General Group Plc | 267,138 | $90.7M | 0.02% | −15,804−5.6% | Reduced |
| Assetmark, Inc | 280,308 | $95.1M | 0.19% | −143,062−33.8% | Reduced |
| UBS Asset Management Americas Inc | 310,976 | $105.5M | 0.02% | +431+0.1% | Added |
| Charles Schwab Investment Management Inc | 345,142 | $117.1M | 0.02% | +1,670+0.5% | Added |
| Fuller & Thaler Asset Management, Inc. | 346,305 | $117.5M | 0.40% | +298,391+622.8% | Added |
| LSV Asset Management | 385,330 | $130.8M | 0.29% | −2,390−0.6% | Reduced |
| Northern Trust Corp | 402,549 | $136.6M | 0.02% | −9,768−2.4% | Reduced |
| Polar Capital Holdings Plc | 403,500 | $136.9M | 0.63% | −7,000−1.7% | Reduced |
| Morgan Stanley | 425,241 | $144.3M | 0.01% | −14,598−3.3% | Reduced |
| Dimensional Fund Advisors LP | 429,392 | $145.7M | 0.03% | −43,597−9.2% | Reduced |
| Victory Capital Management Inc | 431,177 | $146.3M | 0.08% | +104,300+31.9% | Added |
| Donald Smith & Co., Inc. | 435,696 | $147.9M | 2.77% | +44,272+11.3% | Added |
| Balyasny Asset Management LLC | 498,697 | $169.2M | 0.32% | +321,376+181.2% | Added |
| William Blair Investment Management, LLC | 584,301 | $198.3M | 0.55% | −67,173−10.3% | Reduced |
| Alliancebernstein L.P. | 640,752 | $217.4M | 0.07% | +348,866+119.5% | Added |
| Massachusetts Financial Services Co | 645,475 | $219.0M | 0.07% | −6,719−1.0% | Reduced |
| Boston Partners | 741,524 | $251.6M | 0.26% | +12,505+1.7% | Added |
| Invesco Ltd. | 743,190 | $252.2M | 0.02% | +69,636+10.3% | Added |
| Altrinsic Global Advisors LLC | 865,243 | $293.6M | 10.53% | −40,815−4.5% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 948,270 | $321.8M | 1.07% | −51,311−5.1% | Reduced |
| Geode Capital Management, LLC | 1,170,210 | $395.7M | 0.02% | +4,978+0.4% | Added |
| Wellington Management Group LLP | 1,212,077 | $411.3M | 0.07% | −25,510−2.1% | Reduced |
| Vulcan Value Partners, LLC | 1,509,740 | $512.3M | 9.24% | +92,274+6.5% | Added |
| AQR Capital Management LLC | 1,666,087 | $565.4M | 0.30% | −344,946−17.2% | Reduced |
| Norges Bank | 1,857,307 | $630.3M | 0.07% | +1,857,307 | New |
| State Street Corp | 1,906,692 | $647.0M | 0.02% | +7,806+0.4% | Added |
| BlackRock, Inc. | 3,355,303 | $1.14B | 0.02% | −31,257−0.9% | Reduced |
| Vanguard Group Inc | 5,370,898 | $1.82B | 0.03% | −131,308−2.4% | Reduced |
| Champlain Investment Partners, LLC | 0 | $0 | 0.00% | −384,141−100.0% | Sold out |
| Prospector Partners LLC | 0 | $0 | 0.00% | −59,814−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −36,415−100.0% | Sold out |
| CBOE Vest Financial, LLC | 0 | $0 | 0.00% | −32,965−100.0% | Sold out |
| Clearbridge Investments, LLC | 0 | $0 | 0.00% | −29,395−100.0% | Sold out |
| Summit Wealth Group LLC | 0 | $0 | 0.00% | −15,074−100.0% | Sold out |
| Wedge Capital Management L L P | 0 | $0 | 0.00% | −10,994−100.0% | Sold out |
| Meritage Portfolio Management | 0 | $0 | 0.00% | −10,832−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −8,387−100.0% | Sold out |
| Brighton Jones LLC | 0 | $0 | 0.00% | −6,635−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −6,204−100.0% | Sold out |
| New York Life Investment Management LLC | 0 | $0 | 0.00% | −6,119−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −5,633−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −4,885−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −4,699−100.0% | Sold out |