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, Q1 2026
Institutional positions in Everest Group, Ltd. as of Mar 31, 2026. 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
- 670
- −3 vs. Q4 2025
- Shares held
- 36.7M
- +4.57M (+14.3%) vs. Q4 2025
- Total value
- $12.0B
- +$1.10B (+10.1%) vs. Q4 2025
- New holders
- 77
- 244 more added
- Sold out
- 80
- 253 more reduced
12 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Everest Group, Ltd.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 3,297,585 | $1.08B | 0.02% | −57,718−1.7% | Reduced |
| Vanguard Capital Management LLC | 2,633,722 | $860.8M | 0.02% | +2,633,722 | New |
| Vanguard Portfolio Management LLC | 2,168,090 | $708.6M | 0.04% | +2,168,090 | New |
| State Street Corp | 1,850,314 | $604.8M | 0.02% | −56,378−3.0% | Reduced |
| Vulcan Value Partners, LLC | 1,361,865 | $445.1M | 11.80% | −147,875−9.8% | Reduced |
| AQR Capital Management LLC | 1,365,895 | $444.6M | 0.20% | −300,192−18.0% | Reduced |
| Geode Capital Management, LLC | 1,183,821 | $385.6M | 0.02% | +13,611+1.2% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 1,028,240 | $336.1M | 1.10% | +79,970+8.4% | Added |
| Wellington Management Group LLP | 971,869 | $317.7M | 0.06% | −240,208−19.8% | Reduced |
| Invesco Ltd. | 812,271 | $265.5M | 0.03% | +69,081+9.3% | Added |
| Altrinsic Global Advisors LLC | 777,871 | $254.2M | 9.10% | −87,372−10.1% | Reduced |
| Massachusetts Financial Services Co | 762,400 | $252.8M | 0.09% | +116,925+18.1% | Added |
| Alliancebernstein L.P. | 729,121 | $247.4M | 0.08% | +88,369+13.8% | Added |
| Boston Partners | 508,572 | $166.2M | 0.17% | −232,952−31.4% | Reduced |
| William Blair Investment Management, LLC | 506,166 | $165.4M | 0.55% | −78,135−13.4% | Reduced |
| Donald Smith & Co., Inc. | 460,175 | $150.4M | 2.71% | +24,479+5.6% | Added |
| HSBC Holdings PLC | 449,919 | $147.1M | 0.09% | +375,846+507.4% | Added |
| Dimensional Fund Advisors LP | 414,923 | $135.6M | 0.03% | −14,469−3.4% | Reduced |
| Northern Trust Corp | 410,571 | $134.2M | 0.02% | +8,022+2.0% | Added |
| Morgan Stanley | 410,359 | $134.1M | 0.01% | −14,882−3.5% | Reduced |
| Polar Capital Holdings Plc | 403,500 | $131.9M | 0.58% | 00.0% | Unchanged |
| LSV Asset Management | 386,640 | $126.4M | 0.27% | +1,310+0.3% | Added |
| Charles Schwab Investment Management Inc | 354,804 | $116.0M | 0.02% | +9,662+2.8% | Added |
| Fuller & Thaler Asset Management, Inc. | 352,110 | $115.1M | 0.39% | +5,805+1.7% | Added |
| UBS Asset Management Americas Inc | 315,652 | $103.2M | 0.02% | +4,676+1.5% | Added |
| Balyasny Asset Management LLC | 289,912 | $94.8M | 0.19% | −208,785−41.9% | Reduced |
| Assetmark, Inc | 287,847 | $94.1M | 0.19% | +7,539+2.7% | Added |
| Victory Capital Management Inc | 276,068 | $90.2M | 0.06% | −155,109−36.0% | Reduced |
| Citadel Advisors LLC | 271,073 | $88.6M | 0.06% | +120,826+80.4% | Added |
| Earnest Partners LLC | 268,095 | $87.6M | 0.36% | +4,554+1.7% | Added |
| Legal & General Group Plc | 267,496 | $87.4M | 0.02% | +358+0.1% | Added |
| AustralianSuper Pty Ltd | 251,190 | $82.1M | 0.43% | +58,754+30.5% | Added |
| Causeway Capital Management LLC | 250,008 | $81.7M | 1.00% | +11,450+4.8% | Added |
| Bank of America Corp | 233,326 | $76.3M | 0.01% | +16,701+7.7% | Added |
| Jacobs Levy Equity Management, Inc | 230,540 | $75.4M | 0.32% | +8,041+3.6% | Added |
| Vanguard Fiduciary Trust Co | 229,438 | $75.0M | 0.02% | +229,438 | New |
| UBS Group AG | 225,664 | $73.8M | 0.01% | +25,290+12.6% | Added |
| Talaria Asset Management Pty Ltd | 224,700 | $73.4M | 14.83% | +200+0.1% | Added |
| Goldman Sachs Group Inc | 216,813 | $70.9M | 0.01% | +101,366+87.8% | Added |
| Bank of New York Mellon Corp | 215,504 | $70.4M | 0.01% | −1,767−0.8% | Reduced |
| Nuveen, LLC | 215,428 | $70.4M | 0.02% | +2,503+1.2% | Added |
| Amundi | 213,030 | $69.6M | 0.02% | +85,786+67.4% | Added |
| Voloridge Investment Management, LLC | 185,699 | $60.7M | 0.24% | +53,051+40.0% | Added |
| Renaissance Technologies LLC | 162,100 | $53.0M | 0.08% | +115,120+245.0% | Added |
| Deutsche Bank AG | 160,621 | $52.5M | 0.02% | −4,254−2.6% | Reduced |
| Barclays PLC | 156,334 | $51.1M | 0.02% | +4,660+3.1% | Added |
| Janus Henderson Group PLC | 146,288 | $47.8M | 0.02% | −110−0.1% | Reduced |
| Davis Selected Advisers | 140,908 | $46.1M | 0.21% | +22,891+19.4% | Added |
| Franklin Resources Inc | 137,718 | $45.0M | 0.01% | −12,086−8.1% | Reduced |
| Ameriprise Financial Inc | 134,463 | $43.9M | 0.01% | +67,177+99.8% | Added |
| Perpetual Ltd | 131,919 | $43.1M | 0.66% | +17,933+15.7% | Added |
| General American Investors Co Inc | 129,196 | $42.2M | 2.79% | 00.0% | Unchanged |
| SEI Investments Co | 127,583 | $41.7M | 0.04% | +14,314+12.6% | Added |
| Deprince Race & Zollo Inc | 127,428 | $41.6M | 0.79% | +5,798+4.8% | Added |
| BNP Paribas Arbitrage, SA | 127,269 | $41.6M | 0.03% | −5,452−4.1% | Reduced |
| Swiss National Bank | 123,200 | $40.3M | 0.02% | +8,280+7.2% | Added |
| First Trust Advisors LP | 121,949 | $39.9M | 0.03% | +61,955+103.3% | Added |
| Systematic Financial Management LP | 119,974 | $39.2M | 0.90% | +3,826+3.3% | Added |
| SEB Asset Management AB | 112,024 | $36.6M | 0.16% | +112,024 | New |
| Jane Street Group, LLC | 108,124 | $35.3M | 0.04% | +14,134+15.0% | Added |
| HRT Financial LP | 105,290 | $34.4M | 0.09% | +63,406+151.4% | Added |
| JPMorgan Chase & Co | 105,260 | $34.0M | 0.00% | +37,082+54.4% | Added |
| South Dakota Investment Council | 101,931 | $33.3M | 0.64% | +8,170+8.7% | Added |
| FMR LLC | 100,010 | $32.7M | 0.00% | −4,605−4.4% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 96,362 | $31.5M | 0.02% | +791+0.8% | Added |
| Storebrand Asset Management AS | 96,068 | $31.4M | 0.09% | +11,631+13.8% | Added |
| Vanguard Global Advisers, LLC | 95,435 | $31.2M | 0.02% | +95,435 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 95,123 | $31.1M | 0.02% | +7,956+9.1% | Added |
| Price T Rowe Associates Inc | 94,870 | $31.0M | 0.00% | −146−0.2% | Reduced |
| California Public Employees Retirement System | 94,010 | $30.7M | 0.02% | −12,645−11.9% | Reduced |
| Vanguard Asset Management, Ltd | 84,706 | $27.7M | 0.02% | +84,706 | New |
| Russell Investments Group, Ltd. | 81,124 | $26.5M | 0.03% | +10,150+14.3% | Added |
| Rhumbline Advisers | 80,557 | $26.3M | 0.02% | −2,024−2.5% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 79,238 | $25.9M | 0.02% | +57,697+267.8% | Added |
| Quantinno Capital Management LP | 74,518 | $24.4M | 0.04% | +40,181+117.0% | Added |
| Bank of Montreal | 73,769 | $24.1M | 0.01% | −6,954−8.6% | Reduced |
| KLP Kapitalforvaltning AS | 69,501 | $22.7M | 0.09% | +38,320+122.9% | Added |
| Lazard Asset Management LLC | 68,079 | $22.3M | 0.04% | +942+1.4% | Added |
| Prana Capital Management, LP | 65,707 | $21.5M | 0.66% | +25,402+63.0% | Added |
| California State Teachers Retirement System | 62,478 | $20.4M | 0.02% | −1,084−1.7% | Reduced |
| TCTC Holdings, LLC | 60,800 | $19.9M | 0.57% | −280−0.5% | Reduced |
| New York State Common Retirement Fund | 60,752 | $19.9M | 0.03% | +1,440+2.4% | Added |
| Mirabella Financial Services LLP | 60,507 | $19.8M | 1.92% | −1,941−3.1% | Reduced |
| Algebris (UK) Ltd | 57,777 | $18.9M | 1.36% | −11,322−16.4% | Reduced |
| CWM, LLC | 57,622 | $18.8M | 0.05% | −14,970−20.6% | Reduced |
| SG Americas Securities, LLC | 55,706 | $18.2M | 0.02% | +21,594+63.3% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 55,691 | $18.2M | 0.05% | +10,600+23.5% | Added |
| Citigroup Inc | 54,510 | $17.8M | 0.01% | +10,302+23.3% | Added |
| Equitable Trust Co | 54,472 | $17.8M | 0.82% | +9,585+21.4% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 54,240 | $17.8M | 0.03% | +8,112+17.6% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 54,058 | $17.7M | 0.03% | +23,399+76.3% | Added |
| Nuance Investments, LLC | 53,568 | $17.5M | 2.44% | −2,398−4.3% | Reduced |
| Danske Bank A/S | 53,432 | $17.5M | 0.04% | −6,240−10.5% | Reduced |
| Te Ahumairangi Investment Management Ltd | 53,180 | $17.4M | 2.91% | +7,920+17.5% | Added |
| Two Sigma Investments, LP | 51,016 | $16.7M | 0.01% | −20,717−28.9% | Reduced |
| Martingale Asset Management L P | 50,138 | $16.4M | 0.41% | −7,050−12.3% | Reduced |
| Grace & White Inc | 47,998 | $15.7M | 2.77% | 00.0% | Unchanged |
| Arnhold LLC | 47,705 | $15.6M | 1.15% | −8,633−15.3% | Reduced |
| M&G Plc | 46,843 | $15.3M | 0.08% | +7,017+17.6% | Added |
| Allianz Asset Management GmbH | 45,600 | $14.9M | 0.02% | +17,419+61.8% | Added |