Everest GroupEG
13F holders, Q2 2024 (June 30)631holders −9
55new positions
66sold out
6famous investors
$380.92avg. 13F price*
At the end of Q2 2024, 631 institutions reported holding Everest Group Ltd. (EG) in their 13F filings, down 9 from Q1 2024. 55 opened new positions and 66 sold out. The largest holders were Vanguard Group Inc. ($2.0B), BlackRock Inc. ($1.5B) and Wellington Management Group LLP ($1.5B). 6 famous investors held it, including Cliff Asness (0.6% of AQR Capital Management's portfolio), Ray Dalio (0.0% of Bridgewater Associates's portfolio) and Jeremy Grantham (0.0% of GMO'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 55 | $60.1M |
| Exits | 66 | $224.2M |
All 13F filers, Q1 2024 → Q2 2024: 2,233,300 shares bought and 2,534,049 shares sold, net −300,749 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 631 holders
| Vanguard Group Inc. | 0.04% | Add +0.3% | 5,344,378 | $2.0B |
| BlackRock Inc. | 0.03% | Add +6.6% | 3,993,269 | $1.5B |
| Wellington Management Group LLP | 0.27% | Reduce -2.5% | 3,888,997 | $1.5B |
| State Street Corp. | 0.03% | Reduce -0.2% | 1,931,945 | $736.1M |
| Franklin Resources Inc. | 0.15% | Reduce -0.1% | 1,281,985 | $488.5M |
| Boston Partners | 0.58% | Add +2.6% | 1,228,678 | $468.1M |
| Geode Capital Management, LLC | 0.04% | Add +9.3% | 1,139,580 | $434.6M |
| AQR Capital Management | 0.60% | Add +1.8% | 1,032,479 | $393.4M |
| Champlain Investment Partners, LLC | 2.21% | Add +4.2% | 944,350 | $359.8M |
| Norges Bank | 0.05% | Add +48.5% | 897,523 | $342.0M |
| Nuveen Asset Management, LLC | 0.09% | Reduce -5.3% | 800,244 | $304.9M |
| Invesco Ltd. | 0.06% | Add +45.3% | 789,040 | $300.6M |
| Altrinsic Global Advisors LLC | 10.94% | Reduce -0.1% | 643,573 | $245.2M |
| William Blair Investment Management, LLC | 0.58% | Add +30.2% | 580,171 | $221.1M |
| Morgan Stanley | 0.02% | Reduce -3.5% | 542,627 | $206.8M |
| Dimensional Fund Advisors LP | 0.05% | Add +7.7% | 535,121 | $203.9M |
| LSV Asset Management | 0.40% | Add +1.9% | 476,433 | $181.5M |
| Massachusetts Financial Services Co. | 0.05% | Reduce -0.8% | 460,233 | $175.4M |
| Charles Schwab Investment Management Inc. | 0.03% | Reduce -0.1% | 386,751 | $147.4M |
| Northern Trust Corp. | 0.02% | Reduce -6.5% | 374,984 | $142.9M |
| Ameriprise Financial Inc. | 0.04% | Reduce -3.4% | 368,372 | $142.2M |
| KBC Group NV | 0.42% | Add +15.9% | 362,411 | $138.1M |
| Legal & General Group Plc | 0.04% | Reduce -10.4% | 354,935 | $135.2M |
| Polar Capital Holdings Plc | 0.80% | Add +6.0% | 350,978 | $133.7M |
| Alliancebernstein L.P. | 0.05% | Reduce -12.7% | 346,781 | $132.1M |
| FMR LLC | 0.01% | Reduce -18.0% | 338,039 | $128.8M |
| Victory Capital Management Inc. | 0.12% | Add +3.8% | 296,049 | $112.8M |
| Assetmark, Inc. | 0.35% | Add +0.7% | 293,430 | $111.8M |
| Bank of New York Mellon Corp | 0.02% | Add +0.3% | 290,469 | $110.7M |
| Clearbridge Investments, LLC | 0.09% | Reduce -2.0% | 283,596 | $108.1M |
| First Trust Advisors LP | 0.10% | Add +24.4% | 247,329 | $94.2M |
| Earnest Partners LLC | 0.41% | Reduce -2.5% | 227,519 | $86.7M |
| California Public Employees Retirement System | 0.06% | Reduce -7.1% | 220,049 | $83.8M |
| Prana Capital Management, LP | 3.92% | Reduce -21.1% | 216,360 | $82.4M |
| Man Group plc | 0.22% | Add +102.7% | 208,175 | $79.3M |
| Barclays PLC | 0.04% | Add +31.7% | 199,922 | $76.2M |
| Los Angeles Capital Management LLC | 0.25% | Reduce -50.4% | 185,920 | $70.8M |
| Bank of America Corp. | 0.01% | Reduce -6.1% | 176,981 | $67.4M |
| Deutsche Bank AG | 0.03% | Add +24.3% | 170,748 | $65.1M |
| Johnson Investment Counsel Inc. | 0.68% | Add +6.0% | 169,134 | $64.4M |
| Amundi | 0.02% | Add +0.8% | 154,533 | $56.4M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.14% | Add +15.8% | 145,496 | $55.4M |
| Bank of Montreal | 0.02% | Add +9.0% | 140,574 | $53.8M |
| General American Investors Co. Inc. | 3.65% | Add +4.3% | 134,686 | $51.3M |
| Swiss National Bank | 0.03% | Reduce -0.8% | 128,900 | $49.1M |
| Regions Financial Corp. | 0.36% | Reduce -0.7% | 125,964 | $48.0M |
| APG Asset Management N.V. | 0.08% | Reduce -9.0% | 126,252 | $44.9M |
| Storebrand Asset Management As | 0.14% | Add +0.3% | 112,646 | $42.9M |
| American Century Companies Inc. | 0.03% | Add +19.3% | 110,303 | $42.0M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Reduce -2.0% | 108,407 | $41.3M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -41.2% | 107,681 | $41.0M |
| Qube Research & Technologies Ltd | 0.07% | Add +48.5% | 100,856 | $38.4M |
| Zimmer Partners, LP | 0.73% | Add +135.3% | 100,000 | $38.1M |
| TD Asset Management Inc | 0.03% | Add +9.3% | 95,376 | $36.3M |
| Clark Capital Management Group, Inc. | 0.27% | Add +2.0% | 94,623 | $36.1M |
| Systematic Financial Management LP | 1.09% | Reduce -6.6% | 94,568 | $36.0M |
| T. Rowe Price Associates Inc. | 0.00% | Add +20.2% | 94,121 | $35.9M |
| Sei Investments Co. | 0.05% | Reduce -1.4% | 93,773 | $35.7M |
| Robeco Institutional Asset Management B.V. | 0.08% | Reduce -15.1% | 92,568 | $35.3M |
| Royal Bank of Canada | 0.01% | Reduce -0.2% | 92,502 | $35.2M |
| FIL Ltd | 0.03% | Reduce -15.1% | 90,814 | $34.6M |
| UBS Group AG | 0.01% | Reduce -7.4% | 90,681 | $34.6M |
| Jacobs Levy Equity Management, Inc. | 0.14% | Reduce -25.1% | 88,404 | $33.7M |
| Schroder Investment Management Group | 0.04% | Reduce -12.4% | 84,213 | $32.1M |
| Renaissance Group LLC | 1.24% | Reduce -0.3% | 83,594 | $31.9M |
| National Pension Service | 0.04% | Add +4.4% | 83,275 | $31.7M |
| Mariner, LLC | 0.06% | Add +1.1% | 81,315 | $31.0M |
| Rhumbline Advisers | 0.03% | Reduce -1.5% | 80,335 | $30.6M |
| Zweig-DiMenna Associates LLC | 3.46% | Reduce -16.1% | 79,909 | $30.4M |
| Lazard Asset Management LLC | 0.04% | Add +7.7% | 72,916 | $27.8M |
| Allspring Global Investments Holdings, LLC | 0.04% | Reduce -29.9% | 69,561 | $26.5M |
| Two Sigma Investments, LP | 0.06% | Add +88.3% | 68,432 | $26.1M |
| Allianz Asset Management GmbH | 0.04% | Add +58.1% | 66,085 | $25.2M |
| Danske Bank A/S | 0.09% | Reduce -34.8% | 65,702 | $25.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -68.6% | 65,678 | $25.0M |
| California State Teachers Retirement System | 0.03% | Reduce -2.3% | 65,649 | $25.0M |
| Martingale Asset Management L P | 0.52% | Reduce -11.8% | 62,643 | $23.9M |
| TCTC Holdings, LLC | 0.80% | No change | 60,995 | $23.2M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.03% | Add +17.3% | 60,320 | $23.0M |
| South Dakota Investment Council | 0.46% | Add +85.8% | 58,339 | $22.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -77.7% | 56,818 | $21.6M |
| Capital Fund Management S.A. | 0.24% | Add +5.0% | 54,493 | $20.8M |
| Mackenzie Financial Corp. | 0.03% | Add +44.1% | 54,023 | $20.6M |
| New York State Teachers Retirement System | 0.04% | Reduce -5.2% | 53,024 | $20.2M |
| Frontier Capital Management Co. LLC | 0.19% | Add +5.6% | 51,536 | $19.6M |
| Scout Investments, Inc. | 0.52% | Reduce -7.4% | 51,151 | $19.5M |
| Principal Financial Group Inc. | 0.01% | Reduce -4.8% | 51,074 | $19.5M |
| Deprince Race & Zollo Inc. | 0.43% | Reduce -1.2% | 50,440 | $19.2M |
| Cwm, LLC | 0.09% | Reduce -3.9% | 50,219 | $19.1M |
| Arnhold LLC | 2.01% | Reduce -0.3% | 49,890 | $19.0M |
| Clough Capital Partners L P | 2.05% | Add +50.5% | 49,353 | $18.8M |
| Citigroup Inc. | 0.02% | Add +2.8% | 49,085 | $18.7M |
| Millennium Management | 0.02% | Reduce -46.1% | 48,039 | $18.3M |
| Grace & White Inc. | 3.42% | Reduce -0.1% | 47,232 | $18.0M |
| HSBC Holdings PLC | 0.01% | Reduce -13.4% | 45,999 | $17.5M |
| Schonfeld Strategic Advisors LLC | 0.14% | Reduce -44.5% | 45,775 | $17.4M |
| BNP Paribas Financial Markets | 0.02% | Add +29.4% | 45,546 | $17.4M |
| Prospector Partners LLC | 1.95% | Add +0.8% | 43,293 | $16.5M |
| Hancock Whitney Corp. | 0.55% | Add +0.2% | 42,895 | $16.3M |
| Pathstone Holdings, LLC | 0.07% | Reduce -1.7% | 42,455 | $16.2M |
"% of holder's portfolio" is EG's weight in each manager's 13F, not the share of Everest Group Ltd. the manager owns.