Everest GroupEG
13F holders, Q2 2026 (June 30)690holders +20
77new positions
59sold out
8famous investors
$364.43avg. 13F price*
At the end of Q2 2026, 690 institutions reported holding Everest Group Ltd. (EG) in their 13F filings, up 20 from Q1 2026. 77 opened new positions and 59 sold out. The largest holders were BlackRock, Inc. ($1.2B), Vanguard Capital Management LLC ($922.8M) and Vanguard Portfolio Management LLC ($739.1M). 8 famous investors held it, including Cliff Asness (0.2% of AQR Capital Management's portfolio), Ray Dalio (0.1% of Bridgewater Associates's portfolio) and Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio).
- Company
- Everest Group Ltd.
- Sector
- Finance
- CUSIP
- G3223R108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 77 | $98.7M |
| Exits | 59 | $55.0M |
All 13F filers, Q1 2026 → Q2 2026: 3,722,154 shares bought and 3,343,305 shares sold, net +378,849 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 690 holders
| BlackRock, Inc. | 0.02% | Reduce -2.3% | 3,220,769 | $1.2B |
| Vanguard Capital Management LLC | 0.02% | Reduce -1.9% | 2,583,110 | $922.8M |
| Vanguard Portfolio Management LLC | 0.03% | Reduce -4.6% | 2,068,927 | $739.1M |
| Norges Bank | 0.07% | — | 1,929,157 | $689.2M |
| Massachusetts Financial Services Co. | 0.21% | Add +26.5% | 964,755 | $660.4M |
| State Street Corp. | 0.02% | Reduce -0.3% | 1,844,732 | $659.0M |
| AQR Capital Management | 0.17% | Add +2.8% | 1,404,638 | $501.8M |
| Geode Capital Management, LLC | 0.02% | Reduce -2.4% | 1,155,825 | $411.4M |
| Vulcan Value Partners, LLC | 11.28% | Reduce -23.9% | 1,036,906 | $370.4M |
| Barrow Hanley Mewhinney & Strauss LLC | 1.06% | Reduce -4.5% | 981,772 | $350.7M |
| Alliancebernstein L.P. | 0.11% | Add +43.1% | 1,043,298 | $341.0M |
| Invesco Ltd. | 0.02% | Add +7.3% | 871,481 | $311.3M |
| Altrinsic Global Advisors LLC | 9.98% | Reduce -2.2% | 760,522 | $271.7M |
| First Trust Advisors LP | 0.13% | Add +404.1% | 614,688 | $219.6M |
| Boston Partners | 0.18% | Add +13.4% | 576,832 | $206.1M |
| Dimensional Fund Advisors LP | 0.03% | Add +17.6% | 487,758 | $174.3M |
| William Blair Investment Management, LLC | 0.52% | Reduce -5.2% | 479,877 | $171.4M |
| Wellington Management Group LLP | 0.03% | Reduce -51.6% | 470,633 | $168.1M |
| Morgan Stanley | 0.01% | Add +13.9% | 467,462 | $167.0M |
| Donald Smith & Co., Inc. | 2.71% | Reduce -6.8% | 428,873 | $153.2M |
| HSBC Holdings PLC | 0.07% | Reduce -8.8% | 410,228 | $146.7M |
| LSV Asset Management | 0.25% | Reduce -0.1% | 386,250 | $138.0M |
| Northern Trust Corp. | 0.02% | Reduce -7.8% | 378,461 | $135.2M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +1.3% | 359,268 | $128.3M |
| Fuller & Thaler Asset Management, Inc. | 0.33% | Reduce -2.9% | 342,042 | $122.2M |
| Polar Capital Holdings Plc | 0.33% | Reduce -18.3% | 329,500 | $117.7M |
| Bank of America Corp. | 0.01% | Add +29.7% | 302,612 | $108.1M |
| Assetmark, Inc. | 0.18% | Add +3.1% | 296,814 | $106.0M |
| Talaria Asset Management Pty Ltd | 21.54% | Add +25.4% | 281,800 | $100.7M |
| Arrowstreet Capital, Limited Partnership | 0.04% | Add +1122.2% | 279,439 | $99.8M |
| Victory Capital Management Inc. | 0.06% | Add +1.2% | 279,342 | $99.8M |
| UBS Group AG | 0.02% | Add +21.4% | 273,904 | $97.8M |
| Earnest Partners LLC | 0.35% | Add +1.4% | 271,712 | $97.1M |
| Legal & General Group Plc | 0.02% | Add +0.7% | 269,461 | $96.3M |
| Causeway Capital Management LLC | 0.98% | Add +1.1% | 252,702 | $90.3M |
| Goldman Sachs Group Inc. | 0.01% | Add +8.8% | 235,932 | $84.3M |
| Vanguard Fiduciary Trust Co. | 0.02% | Reduce -3.3% | 221,973 | $79.3M |
| Sei Investments Co. | 0.06% | Add +58.3% | 201,953 | $72.1M |
| Bank of New York Mellon Corp | 0.01% | Reduce -7.1% | 200,235 | $71.5M |
| SG Americas Securities, LLC | 0.04% | Add +249.4% | 194,624 | $69.5M |
| Jacobs Levy Equity Management, Inc. | 0.24% | Reduce -17.8% | 189,485 | $67.7M |
| Barclays PLC | 0.02% | Add +19.9% | 187,439 | $67.0M |
| Nuveen, LLC | 0.02% | Reduce -13.8% | 185,598 | $66.3M |
| Balyasny Asset Management L.P. | 0.11% | Reduce -44.0% | 162,213 | $57.9M |
| Deutsche Bank AG | 0.02% | Add +0.8% | 161,837 | $57.8M |
| Woodline Partners LP | 0.18% | Add +1888.8% | 159,541 | $57.0M |
| Amundi | 0.01% | Reduce -26.1% | 157,421 | $56.2M |
| Renaissance Technologies | 0.08% | Reduce -3.9% | 155,840 | $55.7M |
| Jupiter Topco LLC | 0.02% | — | 146,313 | $52.3M |
| JPMorgan Chase & Co. | 0.00% | Add +33.2% | 140,236 | $51.1M |
| BNP Paribas Financial Markets | 0.03% | Add +6.9% | 136,070 | $48.6M |
| Perpetual Ltd | 0.69% | Add +3.0% | 135,942 | $48.6M |
| Ameriprise Financial Inc. | 0.01% | Add +0.8% | 135,594 | $48.4M |
| Robeco Institutional Asset Management B.V. | 0.06% | Add +237.1% | 134,183 | $47.9M |
| Davis Selected Advisers | 0.19% | Reduce -10.3% | 126,423 | $45.2M |
| Voloridge Investment Management, LLC | 0.19% | Reduce -33.1% | 124,207 | $44.4M |
| Deprince Race & Zollo Inc. | 0.74% | Reduce -3.5% | 123,009 | $43.9M |
| General American Investors Co. Inc. | 2.66% | Reduce -4.9% | 122,909 | $43.9M |
| Franklin Resources Inc. | 0.01% | Reduce -12.5% | 120,550 | $43.1M |
| Citadel Advisors | 0.03% | Reduce -55.6% | 120,459 | $43.0M |
| Mackenzie Financial Corp. | 0.04% | Add +221.7% | 119,470 | $42.7M |
| American Century Companies Inc. | 0.02% | Add +309.4% | 116,377 | $41.6M |
| Systematic Financial Management LP | 0.81% | Reduce -4.6% | 114,411 | $40.9M |
| Swiss National Bank | 0.02% | Reduce -8.4% | 112,880 | $40.3M |
| Storebrand Asset Management As | 0.09% | Add +10.4% | 106,095 | $37.9M |
| Citigroup Inc. | 0.02% | Add +93.3% | 105,377 | $37.6M |
| Russell Investments Group, Ltd. | 0.03% | Add +29.6% | 105,162 | $37.6M |
| South Dakota Investment Council | 0.63% | Add +1.0% | 102,992 | $36.8M |
| T. Rowe Price Associates Inc. | 0.00% | Add +3.1% | 97,850 | $35.0M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.02% | Add +2.1% | 97,079 | $34.7M |
| Quantinno Capital Management LP | 0.04% | Add +27.2% | 94,812 | $33.9M |
| Sumitomo Mitsui Trust Group, Inc. | 0.02% | Reduce -2.5% | 94,000 | $33.6M |
| Vanguard Global Advisers, LLC | 0.02% | Reduce -3.3% | 92,263 | $33.0M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.02% | Add +6.8% | 90,469 | $32.3M |
| SEB Asset Management AB | 0.12% | Reduce -21.9% | 87,543 | $31.3M |
| FMR LLC | 0.00% | Reduce -16.3% | 83,760 | $29.9M |
| Jain Global LLC | 0.37% | New | 82,150 | $29.3M |
| Bank of Montreal | 0.01% | Add +9.0% | 80,420 | $28.7M |
| California Public Employees Retirement System | 0.02% | Reduce -16.8% | 78,256 | $28.0M |
| Capitolis Liquid Global Markets LLC | 0.12% | New | 77,000 | $27.5M |
| Rhumbline Advisers | 0.02% | Reduce -4.6% | 76,862 | $27.5M |
| Lazard Asset Management LLC | 0.04% | Add +12.7% | 76,705 | $27.4M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.02% | Reduce -7.3% | 73,445 | $26.2M |
| GMO | 0.06% | Add +31.2% | 73,051 | $26.1M |
| Bridgewater Associates | 0.11% | Add +310.6% | 72,182 | $25.8M |
| KLP Kapitalforvaltning As | 0.08% | Add +3.0% | 71,621 | $25.6M |
| Equitable Trust Co. | 1.05% | Add +28.7% | 70,117 | $25.0M |
| Vest Financial, LLC | 0.24% | Add +1051.8% | 65,112 | $23.3M |
| Panagora Asset Management Inc. | 0.07% | Add +1038.3% | 64,814 | $23.2M |
| New York State Common Retirement Fund | 0.03% | Add +2.5% | 62,299 | $22.3M |
| Lighthouse Investment Partners, LLC | 0.68% | Add +1096.4% | 61,541 | $22.0M |
| TCTC Holdings, LLC | 0.57% | No change | 60,800 | $21.7M |
| Capital Fund Management S.A. | 0.15% | Add +72.3% | 57,528 | $20.6M |
| ASR Vermogensbeheer N.V. | 0.21% | Add +694.0% | 57,365 | $20.5M |
| HRT Financial LP | 0.04% | Reduce -45.9% | 56,950 | $20.3M |
| Arnhold LLC | 1.41% | Add +18.1% | 56,338 | $20.1M |
| M&G PLC | 0.10% | Add +18.5% | 55,510 | $19.8M |
| Te Ahumairangi Investment Management Ltd | 3.16% | Add +3.1% | 54,839 | $19.6M |
| Danske Bank A/S | 0.04% | Reduce -2.3% | 52,232 | $18.7M |
| California State Teachers Retirement System | 0.02% | Reduce -16.7% | 52,060 | $18.6M |
"% of holder's portfolio" is EG's weight in each manager's 13F, not the share of Everest Group Ltd. the manager owns.