Everest GroupEG
13F holders, Q1 2025 (March 31)678holders −15
72new positions
87sold out
9famous investors
$363.34avg. 13F price*
At the end of Q1 2025, 678 institutions reported holding Everest Group Ltd. (EG) in their 13F filings, down 15 from Q4 2024. 72 opened new positions and 87 sold out. The largest holders were Vanguard Group Inc. ($2.0B), BlackRock, Inc. ($1.3B) and State Street Corp. ($704.0M). 9 famous investors held it, including Cliff Asness (0.3% of AQR Capital Management's portfolio), Ray Dalio (0.2% of Bridgewater Associates's portfolio) and Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio).
- Company
- Everest Group Ltd.
- Sector
- Finance
- CUSIP
- G3223R108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 72 | $448.4M |
| Exits | 87 | $329.3M |
All 13F filers, Q4 2024 → Q1 2025: 4,025,067 shares bought and 3,752,354 shares sold, net +272,713 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 678 holders
| Vanguard Group Inc. | 0.04% | Add +0.3% | 5,577,376 | $2.0B |
| BlackRock, Inc. | 0.03% | Add +2.1% | 3,633,704 | $1.3B |
| State Street Corp. | 0.03% | Reduce -0.2% | 1,937,750 | $704.0M |
| Wellington Management Group LLP | 0.11% | Reduce -4.5% | 1,560,754 | $567.1M |
| Norges Bank | 0.07% | Add +5.3% | 1,419,943 | $515.9M |
| Vulcan Value Partners, LLC | 9.07% | Add +35.8% | 1,328,732 | $482.8M |
| Geode Capital Management, LLC | 0.03% | Add +3.5% | 1,205,257 | $441.2M |
| Franklin Resources Inc. | 0.12% | Reduce -12.4% | 1,122,684 | $407.9M |
| First Trust Advisors LP | 0.29% | Add +96.4% | 891,990 | $324.1M |
| Barrow Hanley Mewhinney & Strauss LLC | 1.16% | New | 881,483 | $320.3M |
| Invesco Ltd. | 0.06% | Reduce -4.7% | 814,598 | $296.0M |
| AQR Capital Management | 0.27% | Reduce -5.0% | 712,959 | $257.8M |
| William Blair Investment Management, LLC | 0.72% | Add +9.3% | 702,337 | $255.2M |
| Boston Partners | 0.31% | Add +3.3% | 696,765 | $253.2M |
| Altrinsic Global Advisors LLC | 12.25% | Add +10.7% | 682,979 | $248.1M |
| Massachusetts Financial Services Co. | 0.07% | Add +11.4% | 552,972 | $200.9M |
| Dimensional Fund Advisors LP | 0.05% | Reduce -4.5% | 546,659 | $198.6M |
| Morgan Stanley | 0.01% | Reduce -23.4% | 466,028 | $169.3M |
| Northern Trust Corp. | 0.02% | Add +4.5% | 438,236 | $159.2M |
| LSV Asset Management | 0.36% | Reduce -3.4% | 417,715 | $151.8M |
| Assetmark, Inc. | 0.41% | Reduce -2.0% | 407,223 | $148.0M |
| Polar Capital Holdings Plc | 0.88% | Add +7.1% | 395,000 | $143.5M |
| Champlain Investment Partners, LLC | 1.03% | Reduce -54.7% | 390,635 | $141.9M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +1.6% | 385,989 | $140.2M |
| Nuveen, LLC | 0.04% | — | 378,218 | $137.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.03% | Add +6.0% | 358,168 | $130.1M |
| Victory Capital Management Inc. | 0.13% | Add +39.7% | 353,205 | $128.3M |
| FMR LLC | 0.01% | Reduce -15.4% | 313,509 | $113.9M |
| Sterling Capital Management LLC | 1.57% | Reduce -0.1% | 278,242 | $101.1M |
| Legal & General Group Plc | 0.03% | Reduce -20.1% | 263,431 | $95.7M |
| Bank of New York Mellon Corp | 0.02% | Reduce -5.2% | 255,526 | $92.8M |
| Ameriprise Financial Inc. | 0.02% | Reduce -1.1% | 252,511 | $91.8M |
| UBS Group AG | 0.02% | Add +125.4% | 247,475 | $89.9M |
| Balyasny Asset Management L.P. | 0.23% | Add +28.9% | 244,893 | $89.0M |
| Earnest Partners LLC | 0.40% | Add +3.0% | 232,767 | $84.6M |
| Bank of Montreal | 0.04% | Add +17.7% | 213,843 | $77.7M |
| Donald Smith & Co., Inc. | 1.79% | Add +29.4% | 201,189 | $73.1M |
| Deutsche Bank AG | 0.03% | Reduce -14.5% | 199,058 | $72.3M |
| California Public Employees Retirement System | 0.05% | Reduce -3.1% | 193,794 | $70.4M |
| Johnson Investment Counsel Inc. | 0.67% | Add +2.3% | 190,646 | $69.3M |
| Alliancebernstein L.P. | 0.02% | Reduce -1.8% | 181,631 | $66.0M |
| Bank of America Corp. | 0.01% | Add +18.4% | 181,277 | $65.9M |
| Amundi | 0.02% | Add +72.6% | 180,484 | $65.3M |
| Envestnet Asset Management Inc. | 0.02% | Add +12.2% | 172,718 | $62.8M |
| Citadel Advisors | 0.05% | Add +49.7% | 150,218 | $54.6M |
| Raymond James Financial Inc. | 0.02% | Add +12.4% | 149,813 | $54.4M |
| Barclays PLC | 0.02% | Reduce -0.3% | 145,749 | $53.0M |
| Sei Investments Co. | 0.07% | Add +4.0% | 144,537 | $52.5M |
| General American Investors Co. Inc. | 3.89% | No change | 144,286 | $52.4M |
| Man Group plc | 0.16% | Reduce -10.2% | 142,890 | $51.9M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.38% | — | 142,300 | $51.7M |
| Talaria Asset Management Pty Ltd | 12.97% | Add +73.5% | 136,000 | $49.4M |
| Swiss National Bank | 0.03% | Reduce -0.9% | 121,200 | $44.0M |
| Adage Capital Partners Gp, L.L.C. | 0.08% | Add +69.8% | 119,181 | $43.3M |
| Systematic Financial Management LP | 1.20% | Add +8.2% | 116,158 | $42.2M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Reduce -1.5% | 114,410 | $41.6M |
| Russell Investments Group, Ltd. | 0.06% | Add +183.4% | 112,345 | $40.7M |
| Jacobs Levy Equity Management, Inc. | 0.16% | Add +34.3% | 110,983 | $40.3M |
| Truist Financial Corp. | 0.06% | Add +16.9% | 108,596 | $39.5M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -6.3% | 106,646 | $38.7M |
| Mackenzie Financial Corp. | 0.05% | Add +5.2% | 105,992 | $38.5M |
| Perpetual Ltd | 0.46% | New | 104,366 | $37.9M |
| Janus Henderson Group PLC | 0.02% | Add +1916.8% | 100,902 | $36.5M |
| South Dakota Investment Council | 0.74% | Add +7.4% | 99,181 | $36.0M |
| Storebrand Asset Management As | 0.11% | Reduce -5.6% | 96,530 | $35.1M |
| Deprince Race & Zollo Inc. | 0.72% | Add +3.6% | 96,110 | $34.9M |
| Robeco Institutional Asset Management B.V. | 0.07% | Add +10.3% | 95,414 | $34.7M |
| Zimmer Partners, LP | 0.70% | Reduce -30.9% | 95,000 | $34.5M |
| Bridgewater Associates | 0.16% | Add +112.2% | 93,772 | $34.1M |
| Squarepoint Ops LLC | 0.08% | Add +0.4% | 91,451 | $33.2M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -15.7% | 91,283 | $33.2M |
| Royal Bank of Canada | 0.01% | Reduce -22.6% | 85,326 | $31.0M |
| FIL Ltd | 0.03% | Reduce -21.5% | 84,719 | $30.8M |
| AustralianSuper Pty Ltd | 0.17% | Add +75.6% | 84,290 | $30.6M |
| Voloridge Investment Management, LLC | 0.11% | Reduce -31.8% | 83,819 | $30.5M |
| Rhumbline Advisers | 0.03% | Add +8.3% | 82,192 | $29.9M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.03% | Add +13.5% | 78,859 | $28.7M |
| Vest Financial, LLC | 0.44% | Add +1041.9% | 78,221 | $28.4M |
| Renaissance Technologies | 0.04% | Add +6.2% | 77,700 | $28.2M |
| American Century Companies Inc. | 0.02% | Reduce -28.8% | 74,773 | $27.2M |
| BNP Paribas Financial Markets | 0.02% | Reduce -29.2% | 72,611 | $26.4M |
| Prospector Partners LLC | 2.69% | Add +12.3% | 64,016 | $23.3M |
| California State Teachers Retirement System | 0.03% | Reduce -0.0% | 63,936 | $23.2M |
| Korea Investment CORP | 0.05% | Add +130.4% | 62,093 | $22.6M |
| TCTC Holdings, LLC | 0.79% | Add +0.3% | 61,380 | $22.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -44.9% | 60,474 | $22.0M |
| Aware Super Pty Ltd as trustee of Aware Super | 0.37% | No change | 59,634 | $21.7M |
| Principal Financial Group Inc. | 0.01% | Add +7.9% | 55,123 | $20.0M |
| Arnhold LLC | 1.99% | Add +9.5% | 54,097 | $19.7M |
| Martingale Asset Management L P | 0.49% | Reduce -3.5% | 53,047 | $19.3M |
| Intech Investment Management LLC | 0.20% | Reduce -17.8% | 52,397 | $19.0M |
| GMO | 0.06% | Add +3.1% | 51,789 | $18.8M |
| Equitable Trust Co. | 1.03% | Add +200.2% | 51,029 | $18.5M |
| D. E. Shaw & Co. | 0.02% | Add +259.1% | 50,452 | $18.3M |
| Citigroup Inc. | 0.01% | Add +36.6% | 47,463 | $17.2M |
| Fuller & Thaler Asset Management, Inc. | 0.07% | Add +15.3% | 47,453 | $17.2M |
| HSBC Holdings PLC | 0.01% | Reduce -1.3% | 47,344 | $17.2M |
| Grace & White Inc. | 3.32% | No change | 47,232 | $17.2M |
| Cwm, LLC | 0.07% | Reduce -1.2% | 46,799 | $17.0M |
| Royal London Asset Management Ltd. | 0.04% | Add +21.9% | 46,744 | $17.0M |
"% of holder's portfolio" is EG's weight in each manager's 13F, not the share of Everest Group Ltd. the manager owns.