Everest GroupEG
13F holders, Q3 2024 (September 30)674holders +43
91new positions
48sold out
8famous investors
$391.39avg. 13F price*
At the end of Q3 2024, 674 institutions reported holding Everest Group Ltd. (EG) in their 13F filings, up 43 from Q2 2024. 91 opened new positions and 48 sold out. The largest holders were Vanguard Group Inc. ($2.2B), BlackRock, Inc. ($1.5B) and Wellington Management Group LLP ($864.3M). 8 famous investors held it, including Cliff Asness (0.5% of AQR Capital Management's portfolio), Paul Tudor Jones (0.2% of Tudor Investment Corporation's portfolio) and Israel Englander (0.1% of Millennium Management's portfolio).
- Company
- Everest Group Ltd.
- Sector
- Finance
- CUSIP
- G3223R108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 91 | $312.1M |
| Exits | 48 | $38.4M |
All 13F filers, Q2 2024 → Q3 2024: 3,686,470 shares bought and 3,478,278 shares sold, net +208,192 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 674 holders
| Vanguard Group Inc. | 0.04% | Add +3.2% | 5,516,237 | $2.2B |
| BlackRock, Inc. | 0.03% | — | 3,794,905 | $1.5B |
| Wellington Management Group LLP | 0.15% | Reduce -43.3% | 2,205,733 | $864.3M |
| State Street Corp. | 0.03% | Reduce -0.8% | 1,916,390 | $750.9M |
| Boston Partners | 0.64% | Add +11.7% | 1,372,651 | $537.8M |
| Franklin Resources Inc. | 0.14% | Reduce -0.4% | 1,277,067 | $509.1M |
| Geode Capital Management, LLC | 0.04% | Add +1.4% | 1,155,760 | $453.8M |
| Norges Bank | 0.06% | Add +15.7% | 1,038,137 | $406.8M |
| Champlain Investment Partners, LLC | 2.19% | Reduce -2.2% | 923,930 | $362.0M |
| AQR Capital Management | 0.45% | Reduce -19.0% | 836,216 | $327.7M |
| Nuveen Asset Management, LLC | 0.09% | Reduce -3.4% | 772,830 | $302.8M |
| First Trust Advisors LP | 0.28% | Add +199.2% | 739,934 | $289.9M |
| Invesco Ltd. | 0.06% | Reduce -7.5% | 729,849 | $286.0M |
| Morgan Stanley | 0.02% | Add +15.4% | 626,323 | $245.4M |
| Altrinsic Global Advisors LLC | 10.41% | Reduce -2.9% | 624,642 | $244.8M |
| William Blair Investment Management, LLC | 0.56% | Add +0.3% | 581,787 | $228.0M |
| Dimensional Fund Advisors LP | 0.05% | Add +4.5% | 558,994 | $219.0M |
| Massachusetts Financial Services Co. | 0.06% | Add +6.6% | 490,691 | $192.3M |
| LSV Asset Management | 0.37% | Reduce -7.8% | 439,197 | $172.1M |
| FMR LLC | 0.01% | Add +21.5% | 410,861 | $161.0M |
| Assetmark, Inc. | 0.46% | Add +39.7% | 409,989 | $160.6M |
| Charles Schwab Investment Management Inc. | 0.03% | Reduce -0.9% | 383,060 | $150.1M |
| Northern Trust Corp. | 0.02% | Reduce -2.5% | 365,632 | $143.3M |
| Polar Capital Holdings Plc | 0.68% | Add +2.6% | 360,000 | $141.1M |
| Legal & General Group Plc | 0.04% | Reduce -1.0% | 351,397 | $137.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.03% | Add +442.4% | 308,155 | $120.7M |
| Bank of New York Mellon Corp | 0.02% | Reduce -4.6% | 276,981 | $108.5M |
| Clearbridge Investments, LLC | 0.08% | Reduce -3.1% | 274,735 | $107.6M |
| Millennium Management | 0.09% | Add +452.9% | 265,626 | $104.1M |
| Victory Capital Management Inc. | 0.10% | Reduce -11.4% | 262,402 | $102.8M |
| Vulcan Value Partners, LLC | 1.69% | New | 258,141 | $101.1M |
| Ameriprise Financial Inc. | 0.02% | Reduce -33.7% | 244,243 | $95.7M |
| Earnest Partners LLC | 0.39% | Add +0.0% | 227,587 | $89.2M |
| Bank of America Corp. | 0.01% | Add +23.1% | 217,919 | $85.4M |
| Barclays PLC | 0.04% | Add +7.0% | 213,914 | $83.8M |
| Amundi | 0.03% | Add +43.6% | 221,921 | $82.9M |
| UBS Group AG | 0.02% | Add +132.6% | 210,942 | $82.7M |
| Alliancebernstein L.P. | 0.03% | Reduce -40.3% | 206,968 | $81.1M |
| California Public Employees Retirement System | 0.06% | Reduce -7.8% | 202,984 | $79.5M |
| Bank of Montreal | 0.04% | Add +41.8% | 199,361 | $78.8M |
| Deutsche Bank AG | 0.03% | Add +6.1% | 181,238 | $71.0M |
| Johnson Investment Counsel Inc. | 0.68% | Add +4.8% | 177,343 | $69.5M |
| Citadel Advisors | 0.07% | Add +1835.5% | 171,289 | $67.1M |
| KBC Group NV | 0.20% | Reduce -53.2% | 169,524 | $66.4M |
| Prana Capital Management, LP | 2.81% | Reduce -27.5% | 156,881 | $61.5M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.14% | Add +2.7% | 149,362 | $58.5M |
| General American Investors Co. Inc. | 3.67% | No change | 134,686 | $52.8M |
| Swiss National Bank | 0.03% | Reduce -0.1% | 128,800 | $50.5M |
| Zimmer Partners, LP | 0.93% | Add +26.2% | 126,224 | $49.5M |
| Regions Financial Corp. | 0.35% | Reduce -0.7% | 125,036 | $49.0M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Add +7.7% | 116,752 | $45.7M |
| BNP Paribas Financial Markets | 0.04% | Add +151.9% | 114,712 | $44.9M |
| American Century Companies Inc. | 0.03% | Add +3.4% | 114,078 | $44.7M |
| Goldman Sachs Group Inc. | 0.01% | Add +5.0% | 113,102 | $44.3M |
| Man Group plc | 0.13% | Reduce -46.3% | 111,734 | $43.8M |
| Storebrand Asset Management As | 0.14% | Reduce -2.5% | 109,806 | $43.0M |
| Systematic Financial Management LP | 1.04% | Add +10.2% | 104,235 | $40.8M |
| FIL Ltd | 0.04% | Add +14.3% | 103,826 | $40.7M |
| National Pension Service | 0.04% | Add +24.1% | 103,315 | $40.5M |
| Sei Investments Co. | 0.05% | Add +9.9% | 103,031 | $40.4M |
| Los Angeles Capital Management LLC | 0.16% | Reduce -45.3% | 101,743 | $39.9M |
| T. Rowe Price Associates Inc. | 0.00% | Add +5.0% | 98,794 | $38.7M |
| Qube Research & Technologies Ltd | 0.07% | Reduce -2.7% | 98,123 | $38.4M |
| Mackenzie Financial Corp. | 0.05% | Add +81.3% | 97,960 | $38.4M |
| Clark Capital Management Group, Inc. | 0.26% | Add +2.5% | 97,027 | $38.0M |
| Two Sigma Investments, LP | 0.09% | Add +40.6% | 96,240 | $37.7M |
| APG Asset Management N.V. | 0.24% | Reduce -19.3% | 101,935 | $35.8M |
| Robeco Institutional Asset Management B.V. | 0.07% | Reduce -4.6% | 88,350 | $34.6M |
| Schroder Investment Management Group | 0.04% | Add +3.9% | 87,514 | $34.6M |
| Royal Bank of Canada | 0.01% | Reduce -5.7% | 87,194 | $34.2M |
| TD Asset Management Inc | 0.03% | Reduce -9.9% | 85,969 | $34.0M |
| Zweig-DiMenna Associates LLC | 3.18% | No change | 79,909 | $31.3M |
| JPMorgan Chase & Co. | 0.00% | Add +19.5% | 78,469 | $30.7M |
| South Dakota Investment Council | 0.60% | Add +34.0% | 78,185 | $30.6M |
| Rhumbline Advisers | 0.03% | Reduce -2.9% | 77,973 | $30.6M |
| Scout Investments, Inc. | 0.76% | Add +42.8% | 73,063 | $28.8M |
| Jacobs Levy Equity Management, Inc. | 0.11% | Reduce -19.2% | 71,468 | $28.0M |
| Mariner, LLC | 0.05% | Reduce -18.2% | 66,527 | $26.1M |
| California State Teachers Retirement System | 0.03% | Reduce -2.6% | 63,909 | $25.0M |
| Woodline Partners LP | 0.21% | New | 63,157 | $24.7M |
| Lazard Asset Management LLC | 0.04% | Reduce -13.8% | 62,854 | $24.6M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.03% | Add +2.7% | 61,934 | $24.3M |
| TCTC Holdings, LLC | 0.81% | No change | 60,995 | $23.9M |
| Voloridge Investment Management, LLC | 0.09% | New | 60,413 | $23.7M |
| Martingale Asset Management L P | 0.54% | Reduce -3.8% | 60,247 | $23.6M |
| Danske Bank A/S | 0.08% | Reduce -9.6% | 59,423 | $23.3M |
| Clough Capital Partners L P | 2.29% | Add +15.8% | 57,163 | $22.4M |
| Deprince Race & Zollo Inc. | 0.42% | Add +9.9% | 55,442 | $21.7M |
| Arnhold LLC | 2.06% | Add +8.6% | 54,174 | $21.2M |
| Principal Financial Group Inc. | 0.01% | Add +5.5% | 53,892 | $21.1M |
| Tudor Investment Corporation | 0.23% | New | 53,718 | $21.0M |
| Citigroup Inc. | 0.02% | Add +5.9% | 51,962 | $20.4M |
| Renaissance Technologies | 0.03% | New | 51,300 | $20.1M |
| Frontier Capital Management Co. LLC | 0.19% | Reduce -2.6% | 50,189 | $19.7M |
| Cwm, LLC | 0.08% | Reduce -3.6% | 48,410 | $19.0M |
| New York State Teachers Retirement System | 0.04% | Reduce -10.8% | 47,305 | $18.5M |
| Grace & White Inc. | 3.38% | No change | 47,232 | $18.5M |
| Pathstone Holdings, LLC | 0.08% | Add +5.7% | 44,878 | $17.6M |
| Prospector Partners LLC | 1.84% | Add +0.5% | 43,501 | $17.0M |
| HSBC Holdings PLC | 0.01% | Reduce -6.8% | 42,846 | $16.8M |
"% of holder's portfolio" is EG's weight in each manager's 13F, not the share of Everest Group Ltd. the manager owns.