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, Q2 2026
Institutional positions in Everest Group, Ltd. as of Jun 30, 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
- 690
- +25 vs. Q1 2026
- Shares held
- 38.9M
- +2.46M (+6.8%) vs. Q1 2026
- Total value
- $14.2B
- +$2.26B (+19.0%) vs. Q1 2026
- New holders
- 84
- 261 more added
- Sold out
- 59
- 259 more reduced
5 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Everest Group, Ltd.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| New York State Common Retirement Fund | 62,299 | $22.3M | 0.03% | +1,547+2.5% | Added |
| Panagora Asset Management Inc | 64,814 | $23.2M | 0.07% | +59,120+1,038.3% | Added |
| CBOE Vest Financial, LLC | 65,112 | $23.3M | 0.24% | +59,459+1,051.8% | Added |
| Equitable Trust Co | 70,117 | $25.0M | 1.05% | +15,645+28.7% | Added |
| KLP Kapitalforvaltning AS | 71,621 | $25.6M | 0.08% | +2,120+3.1% | Added |
| Bridgewater Associates, LP | 72,182 | $25.8M | 0.11% | +54,602+310.6% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 73,051 | $26.1M | 0.06% | +17,360+31.2% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 73,445 | $26.2M | 0.02% | −5,793−7.3% | Reduced |
| Lazard Asset Management LLC | 76,705 | $27.4M | 0.04% | +8,626+12.7% | Added |
| Rhumbline Advisers | 76,862 | $27.5M | 0.02% | −3,695−4.6% | Reduced |
| Capitolis Liquid Global Markets LLC | 77,000 | $27.5M | 0.12% | +77,000 | New |
| California Public Employees Retirement System | 78,256 | $28.0M | 0.02% | −15,754−16.8% | Reduced |
| Bank of Montreal | 80,420 | $28.7M | 0.01% | +6,651+9.0% | Added |
| Jain Global LLC | 82,150 | $29.3M | 0.35% | +82,150 | New |
| FMR LLC | 83,760 | $29.9M | 0.00% | −16,250−16.2% | Reduced |
| SEB Asset Management AB | 87,543 | $31.3M | 0.12% | −24,481−21.9% | Reduced |
| Vanguard Asset Management, Ltd | 90,469 | $32.3M | 0.02% | +5,763+6.8% | Added |
| Vanguard Global Advisers, LLC | 92,263 | $33.0M | 0.02% | −3,172−3.3% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 94,000 | $33.6M | 0.02% | −2,362−2.5% | Reduced |
| Quantinno Capital Management LP | 94,812 | $33.9M | 0.04% | +20,294+27.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 97,079 | $34.7M | 0.02% | +1,956+2.1% | Added |
| Price T Rowe Associates Inc | 97,850 | $35.0M | 0.00% | +2,980+3.1% | Added |
| South Dakota Investment Council | 102,992 | $36.8M | 0.63% | +1,061+1.0% | Added |
| Russell Investments Group, Ltd. | 105,162 | $37.6M | 0.03% | +24,038+29.6% | Added |
| Citigroup Inc | 105,377 | $37.6M | 0.02% | +50,867+93.3% | Added |
| Storebrand Asset Management AS | 106,095 | $37.9M | 0.09% | +10,027+10.4% | Added |
| Swiss National Bank | 112,880 | $40.3M | 0.02% | −10,320−8.4% | Reduced |
| Systematic Financial Management LP | 114,411 | $40.9M | 0.81% | −5,563−4.6% | Reduced |
| American Century Companies Inc | 116,377 | $41.6M | 0.02% | +87,947+309.3% | Added |
| Mackenzie Financial Corp | 119,470 | $42.7M | 0.04% | +82,333+221.7% | Added |
| Citadel Advisors LLC | 120,459 | $43.0M | 0.02% | −150,614−55.6% | Reduced |
| Franklin Resources Inc | 120,550 | $43.1M | 0.01% | −17,168−12.5% | Reduced |
| General American Investors Co Inc | 122,909 | $43.9M | 2.66% | −6,287−4.9% | Reduced |
| Deprince Race & Zollo Inc | 123,009 | $43.9M | 0.74% | −4,419−3.5% | Reduced |
| Voloridge Investment Management, LLC | 124,207 | $44.4M | 0.19% | −61,492−33.1% | Reduced |
| Davis Selected Advisers | 126,423 | $45.2M | 0.19% | −14,485−10.3% | Reduced |
| Robeco Institutional Asset Management B.V. | 134,183 | $47.9M | 0.06% | +94,379+237.1% | Added |
| Ameriprise Financial Inc | 135,594 | $48.4M | 0.01% | +1,131+0.8% | Added |
| Perpetual Ltd | 135,942 | $48.6M | 0.69% | +4,023+3.0% | Added |
| BNP Paribas Arbitrage, SA | 136,070 | $48.6M | 0.03% | +8,801+6.9% | Added |
| JPMorgan Chase & Co | 140,236 | $51.1M | 0.00% | +34,976+33.2% | Added |
| Jupiter Topco LLC | 146,313 | $52.3M | 0.02% | +146,313 | New |
| Renaissance Technologies LLC | 155,840 | $55.7M | 0.08% | −6,260−3.9% | Reduced |
| Amundi | 157,421 | $56.2M | 0.01% | −55,609−26.1% | Reduced |
| Woodline Partners LP | 159,541 | $57.0M | 0.18% | +151,519+1,888.8% | Added |
| Deutsche Bank AG | 161,837 | $57.8M | 0.02% | +1,216+0.8% | Added |
| Balyasny Asset Management LLC | 162,213 | $57.9M | 0.11% | −127,699−44.0% | Reduced |
| Nuveen, LLC | 185,598 | $66.3M | 0.02% | −29,830−13.8% | Reduced |
| Barclays PLC | 187,439 | $67.0M | 0.02% | +31,105+19.9% | Added |
| Jacobs Levy Equity Management, Inc | 189,485 | $67.7M | 0.24% | −41,055−17.8% | Reduced |
| SG Americas Securities, LLC | 194,624 | $69.5M | 0.04% | +138,918+249.4% | Added |
| Bank of New York Mellon Corp | 200,235 | $71.5M | 0.01% | −15,269−7.1% | Reduced |
| SEI Investments Co | 201,953 | $72.1M | 0.06% | +74,370+58.3% | Added |
| Vanguard Fiduciary Trust Co | 221,973 | $79.3M | 0.02% | −7,465−3.3% | Reduced |
| Goldman Sachs Group Inc | 235,932 | $84.3M | 0.01% | +19,119+8.8% | Added |
| Causeway Capital Management LLC | 252,702 | $90.3M | 0.98% | +2,694+1.1% | Added |
| Legal & General Group Plc | 269,461 | $96.3M | 0.02% | +1,965+0.7% | Added |
| Earnest Partners LLC | 271,712 | $97.1M | 0.35% | +3,617+1.3% | Added |
| UBS Group AG | 273,904 | $97.8M | 0.02% | +48,240+21.4% | Added |
| Victory Capital Management Inc | 279,342 | $99.8M | 0.06% | +3,274+1.2% | Added |
| Arrowstreet Capital, Limited Partnership | 279,439 | $99.8M | 0.04% | +256,575+1,122.2% | Added |
| Talaria Asset Management Pty Ltd | 281,800 | $100.7M | 21.54% | +57,100+25.4% | Added |
| Assetmark, Inc | 296,814 | $106.0M | 0.18% | +8,967+3.1% | Added |
| Bank of America Corp | 302,612 | $108.1M | 0.01% | +69,286+29.7% | Added |
| Polar Capital Holdings Plc | 329,500 | $117.7M | 0.33% | −74,000−18.3% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 342,042 | $122.2M | 0.33% | −10,068−2.9% | Reduced |
| Charles Schwab Investment Management Inc | 359,268 | $128.3M | 0.02% | +4,464+1.3% | Added |
| Northern Trust Corp | 378,461 | $135.2M | 0.02% | −32,110−7.8% | Reduced |
| LSV Asset Management | 386,250 | $138.0M | 0.25% | −390−0.1% | Reduced |
| HSBC Holdings PLC | 410,228 | $146.7M | 0.07% | −39,691−8.8% | Reduced |
| Donald Smith & Co., Inc. | 428,873 | $153.2M | 2.71% | −31,302−6.8% | Reduced |
| Morgan Stanley | 467,462 | $167.0M | 0.01% | +57,103+13.9% | Added |
| Wellington Management Group LLP | 470,633 | $168.1M | 0.03% | −501,236−51.6% | Reduced |
| William Blair Investment Management, LLC | 479,877 | $171.4M | 0.52% | −26,289−5.2% | Reduced |
| Dimensional Fund Advisors LP | 487,758 | $174.3M | 0.03% | +72,835+17.6% | Added |
| Boston Partners | 576,832 | $206.1M | 0.18% | +68,260+13.4% | Added |
| First Trust Advisors LP | 614,688 | $219.6M | 0.13% | +492,739+404.1% | Added |
| Altrinsic Global Advisors LLC | 760,522 | $271.7M | 9.98% | −17,349−2.2% | Reduced |
| Invesco Ltd. | 871,481 | $311.3M | 0.02% | +59,210+7.3% | Added |
| Alliancebernstein L.P. | 1,043,298 | $341.0M | 0.12% | +314,177+43.1% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 981,772 | $350.7M | 1.06% | −46,468−4.5% | Reduced |
| Vulcan Value Partners, LLC | 1,036,906 | $370.4M | 11.28% | −324,959−23.9% | Reduced |
| Geode Capital Management, LLC | 1,155,825 | $411.4M | 0.02% | −27,996−2.4% | Reduced |
| AQR Capital Management LLC | 1,404,638 | $501.8M | 0.17% | +38,743+2.8% | Added |
| State Street Corp | 1,844,732 | $659.0M | 0.02% | −5,582−0.3% | Reduced |
| Massachusetts Financial Services Co | 964,755 | $660.4M | 0.21% | +202,355+26.5% | Added |
| Norges Bank | 1,929,157 | $689.2M | 0.07% | +1,929,157 | New |
| Vanguard Portfolio Management LLC | 2,068,927 | $739.1M | 0.03% | −99,163−4.6% | Reduced |
| Vanguard Capital Management LLC | 2,583,110 | $922.8M | 0.02% | −50,612−1.9% | Reduced |
| BlackRock, Inc. | 3,220,769 | $1.15B | 0.02% | −76,816−2.3% | Reduced |
| Algebris (UK) Ltd | 0 | $0 | 0.00% | −57,777−100.0% | Sold out |
| Tredje AP-fonden | 0 | $0 | 0.00% | −17,543−100.0% | Sold out |
| New Vernon Investment Management LLC | 0 | $0 | 0.00% | −13,136−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −8,440−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −8,134−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −5,386−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −5,191−100.0% | Sold out |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −4,460−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −3,555−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −3,122−100.0% | Sold out |