Everest GroupEG
13F holders, Q1 2024 (March 31)640holders
7famous investors
$397.17avg. 13F price*
At the end of Q1 2024, 640 institutions reported holding Everest Group Ltd. (EG) in their 13F filings. The largest holders were Vanguard Group Inc. ($2.1B), Wellington Management Group LLP ($1.6B) and BlackRock Inc. ($1.5B). 7 famous investors held it, including Cliff Asness (0.7% of AQR Capital Management's portfolio), Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio) and Ray Dalio (0.0% of Bridgewater Associates'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 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 63 | $185.3M |
| Exits | 90 | $584.9M |
Ownership 640 holders
| Vanguard Group Inc. | 0.04% | Reduce -0.1% | 5,327,649 | $2.1B |
| Wellington Management Group LLP | 0.28% | Add +87.7% | 3,989,895 | $1.6B |
| BlackRock Inc. | 0.03% | Reduce -2.3% | 3,744,519 | $1.5B |
| State Street Corp. | 0.03% | Reduce -2.7% | 1,935,181 | $769.2M |
| Franklin Resources Inc. | 0.16% | Add +21.6% | 1,283,183 | $510.1M |
| Boston Partners | 0.57% | Add +29.1% | 1,197,457 | $475.8M |
| Geode Capital Management, LLC | 0.04% | Add +6.0% | 1,043,037 | $414.7M |
| AQR Capital Management | 0.69% | Add +35.0% | 1,014,594 | $402.9M |
| Champlain Investment Partners, LLC | 2.06% | Add +5.3% | 906,100 | $360.2M |
| Nuveen Asset Management, LLC | 0.10% | Reduce -11.8% | 844,896 | $335.8M |
| Altrinsic Global Advisors LLC | 11.56% | Reduce -1.1% | 644,550 | $256.2M |
| Norges Bank | 0.04% | Add +5.6% | 604,241 | $240.2M |
| Morgan Stanley | 0.02% | Reduce -13.2% | 562,179 | $223.5M |
| Invesco Ltd. | 0.05% | Add +11.4% | 542,966 | $215.8M |
| Dimensional Fund Advisors LP | 0.05% | Add +1.2% | 496,867 | $197.5M |
| LSV Asset Management | 0.38% | Reduce -1.7% | 467,779 | $185.9M |
| Massachusetts Financial Services Co. | 0.06% | Reduce -0.7% | 463,875 | $184.4M |
| William Blair Investment Management, LLC | 0.46% | Add +6.3% | 445,654 | $177.1M |
| FMR LLC | 0.01% | Reduce -5.4% | 412,091 | $163.8M |
| Northern Trust Corp. | 0.03% | Reduce -4.2% | 401,254 | $159.5M |
| Alliancebernstein L.P. | 0.06% | Reduce -4.9% | 397,377 | $158.0M |
| Legal & General Group Plc | 0.05% | Add +15.2% | 396,156 | $157.5M |
| Charles Schwab Investment Management Inc. | 0.04% | Add +2.5% | 386,930 | $153.8M |
| Ameriprise Financial Inc. | 0.04% | Add +20.4% | 381,287 | $151.8M |
| Los Angeles Capital Management LLC | 0.51% | Add +3.7% | 374,736 | $149.0M |
| Polar Capital Holdings Plc | 0.70% | Add +13.8% | 330,978 | $131.6M |
| KBC Group NV | 0.40% | Add +609.2% | 312,748 | $124.3M |
| Assetmark, Inc. | 0.38% | Reduce -3.2% | 291,263 | $115.8M |
| Bank of New York Mellon Corp | 0.02% | Reduce -37.5% | 289,640 | $115.1M |
| Clearbridge Investments, LLC | 0.09% | Add +1.6% | 289,439 | $115.1M |
| Victory Capital Management Inc. | 0.11% | Add +146.8% | 285,196 | $113.4M |
| Prana Capital Management, LP | 4.89% | Add +56.9% | 274,256 | $109.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.04% | Reduce -0.1% | 254,376 | $101.1M |
| California Public Employees Retirement System | 0.07% | Add +43.5% | 236,864 | $94.2M |
| Earnest Partners LLC | 0.42% | Reduce -0.1% | 233,279 | $92.7M |
| JPMorgan Chase & Co. | 0.01% | Add +161.2% | 209,112 | $83.1M |
| First Trust Advisors LP | 0.08% | Add +258.2% | 198,849 | $79.0M |
| Bank of America Corp. | 0.01% | Reduce -6.0% | 188,465 | $74.9M |
| Goldman Sachs Group Inc. | 0.02% | Add +45.8% | 183,241 | $72.8M |
| Johnson Investment Counsel Inc. | 0.69% | Add +43.2% | 159,510 | $63.4M |
| Barclays PLC | 0.03% | Reduce -35.0% | 151,836 | $60.4M |
| Bain Capital Public Equity Management II, LLC | 2.37% | Reduce -65.4% | 145,208 | $57.7M |
| Amundi | 0.02% | Reduce -17.0% | 153,369 | $55.2M |
| Deutsche Bank AG | 0.03% | Add +19.8% | 137,415 | $54.6M |
| Swiss National Bank | 0.04% | Reduce -4.2% | 130,000 | $51.7M |
| Bank of Montreal | 0.02% | Add +41.7% | 129,011 | $51.5M |
| General American Investors Co. Inc. | 3.81% | No change | 129,196 | $51.4M |
| APG Asset Management N.V. | 0.09% | Add +15.8% | 138,752 | $51.1M |
| Regions Financial Corp. | 0.38% | Reduce -1.8% | 126,815 | $50.4M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.13% | Add +8.2% | 125,689 | $50.0M |
| Adage Capital Partners Gp, L.L.C. | 0.09% | Reduce -19.4% | 122,581 | $48.7M |
| Jacobs Levy Equity Management, Inc. | 0.21% | Add +38.9% | 118,092 | $46.9M |
| Storebrand Asset Management As | 0.15% | Reduce -4.9% | 112,252 | $44.6M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Reduce -2.2% | 110,625 | $44.0M |
| Robeco Institutional Asset Management B.V. | 0.09% | Reduce -34.9% | 109,067 | $43.4M |
| FIL Ltd | 0.04% | Reduce -4.6% | 106,954 | $42.5M |
| Man Group plc | 0.11% | Reduce -47.5% | 102,694 | $40.8M |
| Systematic Financial Management LP | 1.12% | Reduce -2.0% | 101,292 | $40.3M |
| Danske Bank A/S | 0.13% | — | 100,799 | $40.1M |
| Allspring Global Investments Holdings, LLC | 0.06% | Add +10.3% | 99,215 | $39.4M |
| UBS Group AG | 0.01% | Add +15.4% | 97,954 | $38.9M |
| Schroder Investment Management Group | 0.05% | Reduce -39.2% | 96,118 | $38.2M |
| Zweig-DiMenna Associates LLC | 3.36% | Reduce -5.1% | 95,244 | $37.9M |
| Sei Investments Co. | 0.06% | Add +0.4% | 95,150 | $37.8M |
| Clark Capital Management Group, Inc. | 0.28% | Reduce -7.3% | 92,763 | $36.9M |
| Royal Bank of Canada | 0.01% | Reduce -10.2% | 92,686 | $36.8M |
| American Century Companies Inc. | 0.02% | Add +17.0% | 92,453 | $36.8M |
| Millennium Management | 0.03% | Reduce -23.4% | 89,083 | $35.4M |
| TD Asset Management Inc | 0.03% | Reduce -2.9% | 87,237 | $34.7M |
| Renaissance Group LLC | 1.26% | Add +2.6% | 83,873 | $33.3M |
| Schonfeld Strategic Advisors LLC | 0.26% | Reduce -29.7% | 82,481 | $32.8M |
| Rhumbline Advisers | 0.03% | Reduce -0.2% | 81,550 | $32.4M |
| Mariner, LLC | 0.07% | Add +13.5% | 80,473 | $32.0M |
| National Pension Service | 0.04% | New | 79,746 | $31.7M |
| T. Rowe Price Associates Inc. | 0.00% | Add +14.2% | 78,277 | $31.1M |
| Credit Suisse AG/ | 0.03% | Reduce -4.1% | 76,273 | $30.3M |
| Russell Investments Group, Ltd. | 0.05% | Add +28.6% | 72,164 | $28.7M |
| Martingale Asset Management L P | 0.56% | Reduce -20.8% | 71,029 | $28.2M |
| Qube Research & Technologies Ltd | 0.05% | Reduce -71.8% | 67,931 | $27.0M |
| Lazard Asset Management LLC | 0.04% | Add +50.3% | 67,710 | $26.9M |
| California State Teachers Retirement System | 0.03% | Reduce -0.1% | 67,222 | $26.7M |
| TCTC Holdings, LLC | 0.81% | Add +0.2% | 60,995 | $24.2M |
| Squarepoint Ops LLC | 0.10% | Reduce -27.1% | 60,949 | $24.2M |
| Interval Partners, LP | 0.90% | Reduce -22.4% | 59,980 | $23.8M |
| Woodline Partners LP | 0.21% | New | 56,452 | $22.4M |
| New York State Teachers Retirement System | 0.05% | Reduce -0.3% | 55,953 | $22.2M |
| Scout Investments, Inc. | 0.54% | Reduce -8.6% | 55,219 | $22.0M |
| Principal Financial Group Inc. | 0.01% | Add +1.4% | 53,672 | $21.3M |
| HSBC Holdings PLC | 0.01% | Reduce -16.8% | 53,133 | $21.1M |
| Cwm, LLC | 0.10% | Reduce -4.5% | 52,247 | $20.8M |
| Capital Fund Management S.A. | 0.25% | Reduce -5.4% | 51,893 | $20.6M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.03% | Add +18.1% | 51,425 | $20.4M |
| Deprince Race & Zollo Inc. | 0.44% | New | 51,031 | $20.3M |
| Arnhold LLC | 2.11% | New | 50,053 | $19.9M |
| Mitsubishi UFJ Trust & Banking Corp | 0.05% | Reduce -22.9% | 49,816 | $19.8M |
| Frontier Capital Management Co. LLC | 0.18% | Add +55.7% | 48,792 | $19.4M |
| Citigroup Inc. | 0.02% | Reduce -22.1% | 47,753 | $19.0M |
| Grace & White Inc. | 3.43% | No change | 47,282 | $18.8M |
| Moran Wealth Management, LLC | 0.60% | Reduce -0.9% | 46,590 | $18.5M |
| Arrowstreet Capital, Limited Partnership | 0.02% | Add +466.9% | 46,414 | $18.4M |
"% of holder's portfolio" is EG's weight in each manager's 13F, not the share of Everest Group Ltd. the manager owns.