Everest GroupEG
13F holders, Q4 2024 (December 31)693holders +19
61new positions
64sold out
10famous investors
$362.09avg. 13F price*
At the end of Q4 2024, 693 institutions reported holding Everest Group Ltd. (EG) in their 13F filings, up 19 from Q3 2024. 61 opened new positions and 64 sold out. The largest holders were Vanguard Group Inc. ($2.0B), BlackRock, Inc. ($1.3B) and State Street Corp. ($703.8M). 10 famous investors held it, including Cliff Asness (0.3% of AQR Capital Management's portfolio), Steve Cohen (0.2% of Point72 Asset Management'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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 61 | $289.4M |
| Exits | 64 | $136.6M |
All 13F filers, Q3 2024 → Q4 2024: 4,174,798 shares bought and 4,605,695 shares sold, net −430,897 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 693 holders
| Vanguard Group Inc. | 0.04% | Add +0.8% | 5,560,030 | $2.0B |
| BlackRock, Inc. | 0.03% | Reduce -6.2% | 3,559,003 | $1.3B |
| State Street Corp. | 0.03% | Add +1.3% | 1,941,716 | $703.8M |
| Wellington Management Group LLP | 0.11% | Reduce -25.9% | 1,634,409 | $592.4M |
| Norges Bank | 0.06% | Add +29.9% | 1,347,979 | $488.6M |
| Franklin Resources Inc. | 0.13% | Add +0.4% | 1,281,611 | $464.5M |
| Geode Capital Management, LLC | 0.03% | Add +0.7% | 1,164,081 | $424.3M |
| Vulcan Value Partners, LLC | 5.93% | Add +279.1% | 978,713 | $354.8M |
| Champlain Investment Partners, LLC | 1.98% | Reduce -6.7% | 862,325 | $312.6M |
| Invesco Ltd. | 0.06% | Add +17.2% | 855,120 | $309.9M |
| AQR Capital Management | 0.35% | Reduce -10.2% | 750,834 | $271.5M |
| Boston Partners | 0.30% | Reduce -50.9% | 674,333 | $244.4M |
| William Blair Investment Management, LLC | 0.57% | Add +10.5% | 642,813 | $233.0M |
| Altrinsic Global Advisors LLC | 10.82% | Reduce -1.2% | 616,938 | $223.6M |
| Morgan Stanley | 0.02% | Reduce -2.9% | 608,084 | $220.4M |
| Nuveen Asset Management, LLC | 0.06% | Reduce -22.8% | 596,955 | $216.4M |
| Dimensional Fund Advisors LP | 0.05% | Add +2.4% | 572,132 | $207.4M |
| Massachusetts Financial Services Co. | 0.06% | Add +1.2% | 496,562 | $180.0M |
| First Trust Advisors LP | 0.15% | Reduce -38.6% | 454,095 | $164.6M |
| LSV Asset Management | 0.36% | Reduce -1.5% | 432,517 | $156.8M |
| Northern Trust Corp. | 0.02% | Add +14.7% | 419,481 | $152.0M |
| Assetmark, Inc. | 0.41% | Add +1.4% | 415,638 | $150.7M |
| Charles Schwab Investment Management Inc. | 0.03% | Reduce -0.8% | 380,095 | $137.8M |
| FMR LLC | 0.01% | Reduce -9.8% | 370,766 | $134.4M |
| Polar Capital Holdings Plc | 0.75% | Add +2.4% | 368,750 | $133.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.03% | Add +9.7% | 338,046 | $122.5M |
| Legal & General Group Plc | 0.03% | Reduce -6.2% | 329,568 | $119.5M |
| Millennium Management | 0.10% | Add +19.4% | 317,268 | $115.0M |
| Sterling Capital Management LLC | 1.39% | Add +11756.0% | 278,616 | $101.0M |
| Bank of New York Mellon Corp | 0.02% | Reduce -2.7% | 269,440 | $97.7M |
| Ameriprise Financial Inc. | 0.02% | Add +4.5% | 255,365 | $92.6M |
| Victory Capital Management Inc. | 0.09% | Reduce -3.6% | 252,828 | $91.6M |
| Deutsche Bank AG | 0.03% | Add +28.4% | 232,730 | $84.4M |
| Earnest Partners LLC | 0.37% | Reduce -0.7% | 226,101 | $82.0M |
| California Public Employees Retirement System | 0.05% | Reduce -1.5% | 199,923 | $72.5M |
| Balyasny Asset Management L.P. | 0.16% | New | 190,040 | $68.9M |
| Johnson Investment Counsel Inc. | 0.66% | Add +5.1% | 186,327 | $67.5M |
| Alliancebernstein L.P. | 0.02% | Reduce -10.7% | 184,933 | $67.0M |
| Bank of Montreal | 0.03% | Reduce -8.9% | 181,657 | $65.8M |
| Man Group plc | 0.18% | Add +42.5% | 159,199 | $57.7M |
| Donald Smith & Co., Inc. | 1.35% | New | 155,440 | $56.3M |
| Envestnet Asset Management Inc. | 0.02% | Add +352.8% | 153,938 | $55.8M |
| Bank of America Corp. | 0.01% | Reduce -29.8% | 153,055 | $55.5M |
| Point72 Asset Management | 0.16% | New | 152,712 | $55.4M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.13% | Reduce -1.6% | 146,936 | $53.3M |
| Two Sigma Investments, LP | 0.13% | Add +52.6% | 146,888 | $53.2M |
| Barclays PLC | 0.03% | Reduce -31.6% | 146,236 | $53.0M |
| General American Investors Co. Inc. | 3.73% | Add +7.1% | 144,286 | $52.3M |
| Sei Investments Co. | 0.06% | Add +34.9% | 138,935 | $50.4M |
| Zimmer Partners, LP | 0.86% | Add +8.9% | 137,500 | $49.8M |
| Raymond James Financial Inc. | 0.02% | — | 133,228 | $48.3M |
| Voloridge Investment Management, LLC | 0.16% | Add +103.4% | 122,872 | $44.5M |
| Swiss National Bank | 0.03% | Reduce -5.0% | 122,300 | $44.3M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Reduce -0.5% | 116,163 | $42.1M |
| Bank of Nova Scotia | 0.07% | Add +263.1% | 114,487 | $41.5M |
| Goldman Sachs Group Inc. | 0.01% | Add +0.7% | 113,840 | $41.3M |
| Royal Bank of Canada | 0.01% | Add +26.4% | 110,183 | $39.9M |
| UBS Group AG | 0.01% | Reduce -47.9% | 109,811 | $39.8M |
| JPMorgan Chase & Co. | 0.00% | Add +39.9% | 109,775 | $39.8M |
| T. Rowe Price Associates Inc. | 0.00% | Add +9.6% | 108,269 | $39.2M |
| FIL Ltd | 0.04% | Add +3.9% | 107,878 | $39.1M |
| Systematic Financial Management LP | 0.99% | Add +3.0% | 107,319 | $38.9M |
| Amundi | 0.01% | Reduce -52.9% | 104,564 | $38.5M |
| American Century Companies Inc. | 0.02% | Reduce -8.0% | 104,992 | $38.1M |
| BNP Paribas Financial Markets | 0.03% | Reduce -10.6% | 102,535 | $37.2M |
| Storebrand Asset Management As | 0.11% | Reduce -6.8% | 102,295 | $37.1M |
| Mackenzie Financial Corp. | 0.05% | Add +2.9% | 100,753 | $36.5M |
| National Pension Service | 0.03% | Reduce -2.5% | 100,694 | $36.5M |
| Citadel Advisors | 0.03% | Reduce -41.4% | 100,369 | $36.4M |
| Prana Capital Management, LP | 1.68% | Reduce -38.0% | 97,285 | $35.3M |
| Truist Financial Corp. | 0.05% | Add +7580.7% | 92,936 | $33.7M |
| Deprince Race & Zollo Inc. | 0.67% | Add +67.3% | 92,745 | $33.6M |
| South Dakota Investment Council | 0.67% | Add +18.1% | 92,310 | $33.5M |
| Squarepoint Ops LLC | 0.09% | Add +2968.0% | 91,119 | $33.0M |
| Robeco Institutional Asset Management B.V. | 0.06% | Reduce -2.1% | 86,486 | $31.3M |
| Jacobs Levy Equity Management, Inc. | 0.11% | Add +15.6% | 82,617 | $29.9M |
| Zweig-DiMenna Associates LLC | 2.45% | No change | 79,909 | $29.0M |
| Talaria Asset Management Pty Ltd | 7.32% | — | 78,400 | $28.4M |
| Rhumbline Advisers | 0.02% | Reduce -2.7% | 75,897 | $27.5M |
| Weiss Asset Management LP | 0.83% | Add +1261.0% | 74,504 | $27.0M |
| Renaissance Technologies | 0.04% | Add +42.7% | 73,200 | $26.5M |
| TD Asset Management Inc | 0.02% | Reduce -16.9% | 71,467 | $25.9M |
| Adage Capital Partners Gp, L.L.C. | 0.04% | Add +128.0% | 70,181 | $25.4M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.02% | Add +12.2% | 69,457 | $25.4M |
| Two Sigma Advisers, LP | 0.06% | Add +230.4% | 68,400 | $24.8M |
| Jane Street Group, LLC | 0.04% | Add +247.3% | 68,245 | $24.7M |
| California State Teachers Retirement System | 0.03% | Add +0.1% | 63,962 | $23.2M |
| Intech Investment Management LLC | 0.22% | Add +133.2% | 63,708 | $23.1M |
| TCTC Holdings, LLC | 0.80% | Add +0.3% | 61,195 | $22.2M |
| Aware Super Pty Ltd as trustee of Aware Super | 0.34% | — | 59,634 | $21.6M |
| Gillson Capital LP | 1.93% | New | 58,961 | $21.4M |
| KBC Group NV | 0.06% | Reduce -65.5% | 58,560 | $21.2M |
| Prospector Partners LLC | 2.37% | Add +31.1% | 57,031 | $20.7M |
| Martingale Asset Management L P | 0.48% | Reduce -8.8% | 54,968 | $19.9M |
| Clough Capital Partners L P | 2.19% | Reduce -7.5% | 52,863 | $19.2M |
| Frontier Capital Management Co. LLC | 0.18% | Add +3.2% | 51,815 | $18.8M |
| Principal Financial Group Inc. | 0.01% | Reduce -5.2% | 51,102 | $18.5M |
| GMO | 0.06% | Add +37.3% | 50,216 | $18.2M |
| Arnhold LLC | 1.76% | Reduce -8.8% | 49,397 | $17.9M |
| Susquehanna Fundamental Investments, LLC | 0.29% | — | 48,220 | $17.5M |
"% of holder's portfolio" is EG's weight in each manager's 13F, not the share of Everest Group Ltd. the manager owns.