Everest GroupEG
13F holders, Q2 2025 (June 30)673holders −5
73new positions
80sold out
10famous investors
$340.14avg. 13F price*
At the end of Q2 2025, 673 institutions reported holding Everest Group Ltd. (EG) in their 13F filings, down 5 from Q1 2025. 73 opened new positions and 80 sold out. The largest holders were Vanguard Group Inc. ($1.9B), BlackRock, Inc. ($1.2B) and State Street Corp. ($649.7M). 10 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 73 | $103.7M |
| Exits | 80 | $134.8M |
All 13F filers, Q1 2025 → Q2 2025: 3,318,336 shares bought and 3,771,812 shares sold, net −453,476 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 673 holders
| Vanguard Group Inc. | 0.03% | Reduce -0.3% | 5,559,668 | $1.9B |
| BlackRock, Inc. | 0.02% | Reduce -4.0% | 3,489,088 | $1.2B |
| State Street Corp. | 0.02% | Reduce -1.4% | 1,911,666 | $649.7M |
| Norges Bank | 0.08% | Add +24.6% | 1,769,309 | $601.3M |
| Wellington Management Group LLP | 0.09% | Reduce -6.7% | 1,456,002 | $494.8M |
| Vulcan Value Partners, LLC | 7.68% | Reduce -6.3% | 1,244,987 | $435.7M |
| Geode Capital Management, LLC | 0.03% | Add +0.5% | 1,211,474 | $414.4M |
| AQR Capital Management | 0.33% | Add +65.6% | 1,180,615 | $399.6M |
| Barrow Hanley Mewhinney & Strauss LLC | 1.08% | Add +6.8% | 941,674 | $320.0M |
| Altrinsic Global Advisors LLC | 11.53% | Add +37.2% | 937,296 | $318.5M |
| William Blair Investment Management, LLC | 0.62% | Reduce -2.4% | 685,769 | $233.1M |
| Invesco Ltd. | 0.04% | Reduce -16.5% | 680,227 | $231.2M |
| Massachusetts Financial Services Co. | 0.07% | Add +12.6% | 622,608 | $211.6M |
| First Trust Advisors LP | 0.17% | Reduce -31.0% | 615,370 | $209.1M |
| Boston Partners | 0.21% | Reduce -18.8% | 565,703 | $192.2M |
| Dimensional Fund Advisors LP | 0.04% | Reduce -15.0% | 464,602 | $157.9M |
| Assetmark, Inc. | 0.36% | Add +9.7% | 446,569 | $151.8M |
| Morgan Stanley | 0.01% | Reduce -4.7% | 444,327 | $151.0M |
| Polar Capital Holdings Plc | 0.73% | Add +3.9% | 410,500 | $139.5M |
| Northern Trust Corp. | 0.02% | Reduce -6.3% | 410,474 | $139.5M |
| LSV Asset Management | 0.32% | Reduce -4.2% | 400,167 | $136.0M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +1.2% | 390,449 | $132.7M |
| Champlain Investment Partners, LLC | 0.88% | Reduce -4.8% | 371,810 | $126.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.02% | Reduce -1.3% | 353,688 | $120.2M |
| Balyasny Asset Management L.P. | 0.26% | Add +37.5% | 336,692 | $114.4M |
| Donald Smith & Co., Inc. | 2.49% | Add +54.6% | 311,037 | $105.7M |
| Nuveen, LLC | 0.03% | Reduce -27.3% | 274,846 | $93.4M |
| Victory Capital Management Inc. | 0.06% | Reduce -23.0% | 271,976 | $92.4M |
| Legal & General Group Plc | 0.02% | Add +0.1% | 263,726 | $89.6M |
| Sterling Capital Management LLC | 1.26% | Reduce -6.4% | 260,429 | $88.5M |
| Bank of New York Mellon Corp | 0.02% | Reduce -5.4% | 241,755 | $82.2M |
| Earnest Partners LLC | 0.37% | Add +3.1% | 240,048 | $81.6M |
| Ameriprise Financial Inc. | 0.02% | Reduce -6.9% | 234,983 | $79.9M |
| UBS Group AG | 0.02% | Reduce -10.1% | 222,552 | $75.6M |
| Bank of Montreal | 0.04% | Add +0.7% | 215,270 | $73.2M |
| Goldman Sachs Group Inc. | 0.01% | Add +90.5% | 203,214 | $69.1M |
| Renaissance Technologies | 0.09% | Add +159.1% | 201,300 | $68.4M |
| Franklin Resources Inc. | 0.02% | Reduce -82.1% | 201,058 | $68.3M |
| Deutsche Bank AG | 0.02% | Reduce -0.8% | 197,375 | $67.1M |
| Johnson Investment Counsel Inc. | 0.58% | Reduce -0.5% | 189,702 | $64.5M |
| Sei Investments Co. | 0.07% | Add +30.5% | 188,661 | $64.1M |
| Bank of America Corp. | 0.01% | Add +3.0% | 186,650 | $63.4M |
| Talaria Asset Management Pty Ltd | 14.47% | Add +32.6% | 180,300 | $61.3M |
| Amundi | 0.02% | Reduce -2.8% | 175,487 | $58.6M |
| Man Group plc | 0.13% | Add +19.5% | 170,793 | $58.0M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -2.4% | 168,647 | $57.3M |
| Jacobs Levy Equity Management, Inc. | 0.22% | Add +47.6% | 163,785 | $55.7M |
| Barclays PLC | 0.02% | Add +9.4% | 159,520 | $54.2M |
| California Public Employees Retirement System | 0.03% | Reduce -21.4% | 152,390 | $51.8M |
| General American Investors Co. Inc. | 3.29% | No change | 144,286 | $49.0M |
| AustralianSuper Pty Ltd | 0.24% | Add +63.9% | 138,155 | $47.0M |
| Janus Henderson Group PLC | 0.02% | Add +30.8% | 131,971 | $44.9M |
| Swiss National Bank | 0.03% | Add +6.6% | 129,200 | $43.9M |
| Russell Investments Group, Ltd. | 0.06% | Add +13.4% | 127,357 | $43.0M |
| FMR LLC | 0.00% | Reduce -59.8% | 126,026 | $42.8M |
| JPMorgan Chase & Co. | 0.00% | Add +104.7% | 123,795 | $42.1M |
| Voloridge Investment Management, LLC | 0.15% | Add +46.3% | 122,621 | $41.7M |
| Systematic Financial Management LP | 1.06% | Add +1.0% | 117,319 | $39.9M |
| Bridgewater Associates | 0.16% | Add +24.6% | 116,792 | $39.7M |
| Alliancebernstein L.P. | 0.01% | Reduce -37.6% | 113,350 | $38.5M |
| Perpetual Ltd | 0.44% | Add +5.3% | 109,873 | $37.3M |
| Truist Financial Corp. | 0.05% | Reduce -3.1% | 105,195 | $35.8M |
| Raymond James Financial Inc. | 0.01% | Reduce -30.2% | 104,564 | $35.5M |
| South Dakota Investment Council | 0.68% | Add +4.8% | 103,981 | $35.3M |
| Sumitomo Mitsui Trust Group, Inc. | 0.02% | Reduce -9.2% | 103,843 | $35.3M |
| Citadel Advisors | 0.03% | Reduce -35.7% | 96,576 | $32.8M |
| Deprince Race & Zollo Inc. | 0.67% | Reduce -1.8% | 94,358 | $32.1M |
| Storebrand Asset Management As | 0.09% | Reduce -2.5% | 94,166 | $32.0M |
| T. Rowe Price Associates Inc. | 0.00% | Add +1.5% | 92,690 | $31.5M |
| BNP Paribas Financial Markets | 0.02% | Add +18.6% | 86,150 | $29.3M |
| Mackenzie Financial Corp. | 0.04% | Reduce -18.9% | 85,948 | $29.2M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.20% | Reduce -40.5% | 84,700 | $28.8M |
| Rhumbline Advisers | 0.02% | Add +2.8% | 84,509 | $28.7M |
| Royal Bank of Canada | 0.01% | Reduce -2.9% | 82,849 | $28.2M |
| FIL Ltd | 0.02% | Reduce -4.2% | 81,140 | $27.6M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.02% | Add +0.1% | 78,947 | $26.8M |
| Mirabella Financial Services LLP | 2.84% | Add +378.2% | 77,613 | $26.4M |
| Millennium Management | 0.02% | Add +95.0% | 76,973 | $26.2M |
| Jane Street Group, LLC | 0.04% | Add +1008.2% | 76,342 | $25.9M |
| Two Sigma Investments, LP | 0.05% | Add +342.0% | 72,280 | $24.6M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.06% | Add +204.2% | 69,355 | $23.6M |
| Philadelphia Financial Management of San Francisco, LLC | 5.13% | Add +61.4% | 68,086 | $23.1M |
| American Century Companies Inc. | 0.01% | Reduce -9.9% | 67,372 | $22.9M |
| Natixis | 0.11% | Add +1456.3% | 65,941 | $22.4M |
| D. E. Shaw & Co. | 0.02% | Add +27.5% | 64,322 | $21.9M |
| Qube Research & Technologies Ltd | 0.03% | Add +119.7% | 63,257 | $21.5M |
| Prospector Partners LLC | 2.46% | Reduce -3.5% | 61,755 | $21.0M |
| TCTC Holdings, LLC | 0.67% | Reduce -0.5% | 61,085 | $20.8M |
| Korea Investment CORP | 0.05% | Reduce -1.8% | 61,003 | $20.7M |
| Aware Super Pty Ltd as trustee of Aware Super | 0.30% | No change | 59,634 | $20.3M |
| California State Teachers Retirement System | 0.02% | Reduce -7.3% | 59,288 | $20.1M |
| Vest Financial, LLC | 0.28% | Reduce -26.0% | 57,862 | $19.7M |
| Arnhold LLC | 1.76% | Add +5.0% | 56,811 | $19.3M |
| Robeco Institutional Asset Management B.V. | 0.03% | Reduce -40.5% | 56,762 | $19.3M |
| Cwm, LLC | 0.07% | Add +18.1% | 55,247 | $18.8M |
| Martingale Asset Management L P | 0.45% | Add +2.3% | 54,274 | $18.4M |
| HRT Financial LP | 0.08% | New | 54,086 | $18.4M |
| Principal Financial Group Inc. | 0.01% | Reduce -8.0% | 50,721 | $17.2M |
| Tudor Investment Corporation | 0.13% | Add +114.9% | 50,484 | $17.2M |
| TD Asset Management Inc | 0.01% | Add +9.0% | 49,634 | $16.9M |
"% of holder's portfolio" is EG's weight in each manager's 13F, not the share of Everest Group Ltd. the manager owns.