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 |
|---|---|---|---|---|---|
| California Public Employees Retirement System | 94,010 | $30.7M | 0.02% | −12,645−11.9% | Reduced |
| Price T Rowe Associates Inc | 94,870 | $31.0M | 0.00% | −146−0.2% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 95,123 | $31.1M | 0.02% | +7,956+9.1% | Added |
| Vanguard Global Advisers, LLC | 95,435 | $31.2M | 0.02% | +95,435 | New |
| Storebrand Asset Management AS | 96,068 | $31.4M | 0.09% | +11,631+13.8% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 96,362 | $31.5M | 0.02% | +791+0.8% | Added |
| FMR LLC | 100,010 | $32.7M | 0.00% | −4,605−4.4% | Reduced |
| South Dakota Investment Council | 101,931 | $33.3M | 0.64% | +8,170+8.7% | Added |
| JPMorgan Chase & Co | 105,260 | $34.0M | 0.00% | +37,082+54.4% | Added |
| HRT Financial LP | 105,290 | $34.4M | 0.09% | +63,406+151.4% | Added |
| Jane Street Group, LLC | 108,124 | $35.3M | 0.04% | +14,134+15.0% | Added |
| SEB Asset Management AB | 112,024 | $36.6M | 0.16% | +112,024 | New |
| Systematic Financial Management LP | 119,974 | $39.2M | 0.90% | +3,826+3.3% | Added |
| First Trust Advisors LP | 121,949 | $39.9M | 0.03% | +61,955+103.3% | Added |
| Swiss National Bank | 123,200 | $40.3M | 0.02% | +8,280+7.2% | Added |
| BNP Paribas Arbitrage, SA | 127,269 | $41.6M | 0.03% | −5,452−4.1% | Reduced |
| Deprince Race & Zollo Inc | 127,428 | $41.6M | 0.79% | +5,798+4.8% | Added |
| SEI Investments Co | 127,583 | $41.7M | 0.04% | +14,314+12.6% | Added |
| General American Investors Co Inc | 129,196 | $42.2M | 2.79% | 00.0% | Unchanged |
| Perpetual Ltd | 131,919 | $43.1M | 0.66% | +17,933+15.7% | Added |
| Ameriprise Financial Inc | 134,463 | $43.9M | 0.01% | +67,177+99.8% | Added |
| Franklin Resources Inc | 137,718 | $45.0M | 0.01% | −12,086−8.1% | Reduced |
| Davis Selected Advisers | 140,908 | $46.1M | 0.21% | +22,891+19.4% | Added |
| Janus Henderson Group PLC | 146,288 | $47.8M | 0.02% | −110−0.1% | Reduced |
| Barclays PLC | 156,334 | $51.1M | 0.02% | +4,660+3.1% | Added |
| Deutsche Bank AG | 160,621 | $52.5M | 0.02% | −4,254−2.6% | Reduced |
| Renaissance Technologies LLC | 162,100 | $53.0M | 0.08% | +115,120+245.0% | Added |
| Voloridge Investment Management, LLC | 185,699 | $60.7M | 0.24% | +53,051+40.0% | Added |
| Amundi | 213,030 | $69.6M | 0.02% | +85,786+67.4% | Added |
| Nuveen, LLC | 215,428 | $70.4M | 0.02% | +2,503+1.2% | Added |
| Bank of New York Mellon Corp | 215,504 | $70.4M | 0.01% | −1,767−0.8% | Reduced |
| Goldman Sachs Group Inc | 216,813 | $70.9M | 0.01% | +101,366+87.8% | Added |
| Talaria Asset Management Pty Ltd | 224,700 | $73.4M | 14.83% | +200+0.1% | Added |
| UBS Group AG | 225,664 | $73.8M | 0.01% | +25,290+12.6% | Added |
| Vanguard Fiduciary Trust Co | 229,438 | $75.0M | 0.02% | +229,438 | New |
| Jacobs Levy Equity Management, Inc | 230,540 | $75.4M | 0.32% | +8,041+3.6% | Added |
| Bank of America Corp | 233,326 | $76.3M | 0.01% | +16,701+7.7% | Added |
| Causeway Capital Management LLC | 250,008 | $81.7M | 1.00% | +11,450+4.8% | Added |
| AustralianSuper Pty Ltd | 251,190 | $82.1M | 0.43% | +58,754+30.5% | Added |
| Legal & General Group Plc | 267,496 | $87.4M | 0.02% | +358+0.1% | Added |
| Earnest Partners LLC | 268,095 | $87.6M | 0.36% | +4,554+1.7% | Added |
| Citadel Advisors LLC | 271,073 | $88.6M | 0.06% | +120,826+80.4% | Added |
| Victory Capital Management Inc | 276,068 | $90.2M | 0.06% | −155,109−36.0% | Reduced |
| Assetmark, Inc | 287,847 | $94.1M | 0.19% | +7,539+2.7% | Added |
| Balyasny Asset Management LLC | 289,912 | $94.8M | 0.19% | −208,785−41.9% | Reduced |
| UBS Asset Management Americas Inc | 315,652 | $103.2M | 0.02% | +4,676+1.5% | Added |
| Fuller & Thaler Asset Management, Inc. | 352,110 | $115.1M | 0.39% | +5,805+1.7% | Added |
| Charles Schwab Investment Management Inc | 354,804 | $116.0M | 0.02% | +9,662+2.8% | Added |
| LSV Asset Management | 386,640 | $126.4M | 0.27% | +1,310+0.3% | Added |
| Polar Capital Holdings Plc | 403,500 | $131.9M | 0.58% | 00.0% | Unchanged |
| Morgan Stanley | 410,359 | $134.1M | 0.01% | −14,882−3.5% | Reduced |
| Northern Trust Corp | 410,571 | $134.2M | 0.02% | +8,022+2.0% | Added |
| Dimensional Fund Advisors LP | 414,923 | $135.6M | 0.03% | −14,469−3.4% | Reduced |
| HSBC Holdings PLC | 449,919 | $147.1M | 0.09% | +375,846+507.4% | Added |
| Donald Smith & Co., Inc. | 460,175 | $150.4M | 2.71% | +24,479+5.6% | Added |
| William Blair Investment Management, LLC | 506,166 | $165.4M | 0.55% | −78,135−13.4% | Reduced |
| Boston Partners | 508,572 | $166.2M | 0.17% | −232,952−31.4% | Reduced |
| Alliancebernstein L.P. | 729,121 | $247.4M | 0.08% | +88,369+13.8% | Added |
| Massachusetts Financial Services Co | 762,400 | $252.8M | 0.09% | +116,925+18.1% | Added |
| Altrinsic Global Advisors LLC | 777,871 | $254.2M | 9.10% | −87,372−10.1% | Reduced |
| Invesco Ltd. | 812,271 | $265.5M | 0.03% | +69,081+9.3% | Added |
| Wellington Management Group LLP | 971,869 | $317.7M | 0.06% | −240,208−19.8% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 1,028,240 | $336.1M | 1.10% | +79,970+8.4% | Added |
| Geode Capital Management, LLC | 1,183,821 | $385.6M | 0.02% | +13,611+1.2% | Added |
| AQR Capital Management LLC | 1,365,895 | $444.6M | 0.20% | −300,192−18.0% | Reduced |
| Vulcan Value Partners, LLC | 1,361,865 | $445.1M | 11.80% | −147,875−9.8% | Reduced |
| State Street Corp | 1,850,314 | $604.8M | 0.02% | −56,378−3.0% | Reduced |
| Vanguard Portfolio Management LLC | 2,168,090 | $708.6M | 0.04% | +2,168,090 | New |
| Vanguard Capital Management LLC | 2,633,722 | $860.8M | 0.02% | +2,633,722 | New |
| BlackRock, Inc. | 3,297,585 | $1.08B | 0.02% | −57,718−1.7% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −161,621−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −92,830−100.0% | Sold out |
| Artisan Partners Limited Partnership | 0 | $0 | 0.00% | −73,795−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −34,631−100.0% | Sold out |
| Employees Retirement System of Texas | 0 | $0 | 0.00% | −15,547−100.0% | Sold out |
| La Banque Postale Asset Management SA | 0 | $0 | 0.00% | −12,794−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −12,408−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −12,294−100.0% | Sold out |
| Gator Capital Management, LLC | 0 | $0 | 0.00% | −9,581−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −8,818−100.0% | Sold out |
| Swiss Life Asset Management Ltd | 0 | $0 | 0.00% | −7,833−100.0% | Sold out |
| California First Leasing Corp | 0 | $0 | 0.00% | −7,740−100.0% | Sold out |
| Board of the Pension Protection Fund | 0 | $0 | 0.00% | −5,120−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −4,560−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −4,400−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −3,281−100.0% | Sold out |
| Icon Advisers Inc | 0 | $0 | 0.00% | −3,200−100.0% | Sold out |
| Pallas Capital Advisors LLC | 0 | $0 | 0.00% | −3,169−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −2,668−100.0% | Sold out |
| SummitTX Capital, L.P. | 0 | $0 | 0.00% | −2,271−100.0% | Sold out |
| Ipswich Investment Management Co., Inc. | 0 | $0 | 0.00% | −2,250−100.0% | Sold out |
| Capital Insight Partners, LLC | 0 | $0 | 0.00% | −2,158−100.0% | Sold out |
| Verdence Capital Advisors LLC | 0 | $0 | 0.00% | −1,814−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −1,647−100.0% | Sold out |
| Baader Bank INC | 0 | $0 | 0.00% | −1,596−100.0% | Sold out |
| Benjamin Edwards Inc | 0 | $0 | 0.00% | −1,593−100.0% | Sold out |
| Atria Investments LLC | 0 | $0 | 0.00% | −1,349−100.0% | Sold out |
| Greenwood Capital Associates LLC | 0 | $0 | 0.00% | −1,331−100.0% | Sold out |
| MeadowBrook Investment Advisors LLC | 0 | $0 | 0.00% | −1,236−100.0% | Sold out |
| Forum Financial Management, LP | 0 | $0 | 0.00% | −1,227−100.0% | Sold out |