Everest GroupEG
13F holders, Q3 2025 (September 30)677holders +4
86new positions
79sold out
9famous investors
$350.00avg. 13F price*
At the end of Q3 2025, 677 institutions reported holding Everest Group Ltd. (EG) in their 13F filings, up 4 from Q2 2025. 86 opened new positions and 79 sold out. The largest holders were Vanguard Group Inc. ($1.9B), BlackRock, Inc. ($1.2B) and AQR Capital Management ($695.3M). 9 famous investors held it, including Cliff Asness (0.4% of AQR Capital Management's portfolio), Ray Dalio (0.2% of Bridgewater Associates's portfolio) and Jim Simons / Peter Brown (0.1% of Renaissance Technologies'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 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 86 | $163.4M |
| Exits | 79 | $147.9M |
All 13F filers, Q2 2025 → Q3 2025: 3,173,553 shares bought and 2,940,378 shares sold, net +233,175 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 677 holders
| Vanguard Group Inc. | 0.03% | Reduce -1.0% | 5,502,206 | $1.9B |
| BlackRock, Inc. | 0.02% | Reduce -2.9% | 3,386,560 | $1.2B |
| AQR Capital Management | 0.45% | Add +70.3% | 2,011,033 | $695.3M |
| State Street Corp. | 0.02% | Reduce -0.7% | 1,898,886 | $665.0M |
| Vulcan Value Partners, LLC | 9.00% | Add +13.8% | 1,417,466 | $496.5M |
| Wellington Management Group LLP | 0.08% | Reduce -15.0% | 1,237,587 | $433.4M |
| Geode Capital Management, LLC | 0.03% | Reduce -3.8% | 1,165,232 | $406.5M |
| Barrow Hanley Mewhinney & Strauss LLC | 1.11% | Add +6.2% | 999,581 | $350.1M |
| Altrinsic Global Advisors LLC | 11.74% | Reduce -3.3% | 906,058 | $317.3M |
| Boston Partners | 0.26% | Add +28.9% | 729,019 | $255.3M |
| Invesco Ltd. | 0.04% | Reduce -1.0% | 673,554 | $235.9M |
| Massachusetts Financial Services Co. | 0.07% | Add +4.8% | 652,194 | $228.4M |
| William Blair Investment Management, LLC | 0.59% | Reduce -5.0% | 651,474 | $228.2M |
| Dimensional Fund Advisors LP | 0.04% | Add +1.8% | 472,989 | $165.6M |
| Morgan Stanley | 0.01% | Reduce -1.0% | 439,839 | $154.0M |
| Assetmark, Inc. | 0.32% | Reduce -5.2% | 423,370 | $148.3M |
| Northern Trust Corp. | 0.02% | Add +0.5% | 412,317 | $144.4M |
| Polar Capital Holdings Plc | 0.70% | No change | 410,500 | $143.8M |
| Donald Smith & Co., Inc. | 2.73% | Add +25.8% | 391,424 | $137.1M |
| LSV Asset Management | 0.30% | Reduce -3.1% | 387,720 | $135.8M |
| Champlain Investment Partners, LLC | 1.01% | Add +3.3% | 384,141 | $134.5M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -12.0% | 343,472 | $120.3M |
| First Trust Advisors LP | 0.09% | Reduce -44.4% | 342,367 | $119.9M |
| Victory Capital Management Inc. | 0.07% | Add +20.2% | 326,877 | $114.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.02% | Reduce -12.2% | 310,545 | $108.8M |
| Alliancebernstein L.P. | 0.03% | Add +157.5% | 291,886 | $102.2M |
| Legal & General Group Plc | 0.02% | Add +7.3% | 282,942 | $99.1M |
| Bank of Montreal | 0.04% | Add +19.5% | 257,198 | $90.1M |
| Earnest Partners LLC | 0.36% | Reduce -0.8% | 238,227 | $83.4M |
| Sterling Capital Management LLC | 1.22% | Reduce -8.6% | 238,006 | $83.4M |
| Bank of New York Mellon Corp | 0.01% | Reduce -3.2% | 234,127 | $82.0M |
| UBS Group AG | 0.01% | Reduce -2.1% | 217,911 | $76.3M |
| Bank of America Corp. | 0.01% | Add +14.1% | 212,969 | $74.6M |
| Sei Investments Co. | 0.08% | Add +10.5% | 208,440 | $73.0M |
| Deutsche Bank AG | 0.02% | Add +4.4% | 206,126 | $72.2M |
| Franklin Resources Inc. | 0.02% | Add +0.2% | 201,439 | $70.5M |
| Ameriprise Financial Inc. | 0.02% | Reduce -19.4% | 189,525 | $66.4M |
| Nuveen, LLC | 0.02% | Reduce -31.7% | 187,663 | $65.7M |
| Talaria Asset Management Pty Ltd | 11.56% | Add +1.8% | 183,500 | $64.3M |
| Amundi | 0.02% | Reduce -1.3% | 173,192 | $62.6M |
| Balyasny Asset Management L.P. | 0.13% | Reduce -47.3% | 177,321 | $62.1M |
| Causeway Capital Management LLC | 0.81% | New | 175,686 | $61.5M |
| Jacobs Levy Equity Management, Inc. | 0.23% | Reduce -1.1% | 162,015 | $56.7M |
| Johnson Investment Counsel Inc. | 0.47% | Reduce -15.0% | 161,187 | $56.5M |
| Barclays PLC | 0.02% | Add +0.3% | 160,077 | $56.1M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -9.1% | 153,334 | $53.7M |
| Russell Investments Group, Ltd. | 0.06% | Add +14.9% | 146,334 | $50.9M |
| General American Investors Co. Inc. | 3.16% | No change | 144,286 | $50.5M |
| FMR LLC | 0.00% | Add +11.8% | 140,954 | $49.4M |
| Janus Henderson Group PLC | 0.02% | Add +5.5% | 139,188 | $48.7M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -31.5% | 139,154 | $48.7M |
| Renaissance Technologies | 0.06% | Reduce -32.5% | 135,800 | $47.6M |
| California Public Employees Retirement System | 0.03% | Reduce -13.7% | 131,570 | $46.1M |
| AustralianSuper Pty Ltd | 0.22% | Reduce -5.8% | 130,067 | $45.6M |
| Swiss National Bank | 0.02% | Reduce -5.1% | 122,600 | $42.9M |
| Skandinaviska Enskilda Banken AB (publ) | 0.17% | Add +142.0% | 118,187 | $41.4M |
| Systematic Financial Management LP | 0.99% | Reduce -0.8% | 116,349 | $40.7M |
| Bridgewater Associates | 0.16% | Reduce -2.9% | 113,362 | $39.7M |
| Perpetual Ltd | 0.48% | Reduce -0.3% | 109,514 | $38.4M |
| Sumitomo Mitsui Trust Group, Inc. | 0.02% | Reduce -0.8% | 102,975 | $36.1M |
| Royal Bank of Canada | 0.01% | Add +23.0% | 101,878 | $35.7M |
| T. Rowe Price Associates Inc. | 0.00% | Add +9.9% | 101,855 | $35.7M |
| Danske Bank A/S | 0.09% | Add +191.1% | 101,497 | $35.5M |
| BNP Paribas Financial Markets | 0.03% | Add +16.6% | 100,461 | $35.2M |
| Truist Financial Corp. | 0.05% | Reduce -6.0% | 98,901 | $34.6M |
| South Dakota Investment Council | 0.64% | Reduce -10.1% | 93,491 | $32.7M |
| Korea Investment CORP | 0.07% | Add +53.0% | 93,332 | $32.7M |
| Storebrand Asset Management As | 0.09% | Reduce -1.7% | 92,542 | $32.4M |
| Deprince Race & Zollo Inc. | 0.65% | Reduce -2.1% | 92,331 | $32.3M |
| Ieq Capital, LLC | 0.10% | Add +258.4% | 92,075 | $32.2M |
| Cwm, LLC | 0.09% | Add +60.1% | 88,453 | $31.0M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.02% | Add +10.6% | 87,274 | $30.6M |
| Voloridge Investment Management, LLC | 0.10% | Reduce -30.8% | 84,880 | $29.7M |
| Rhumbline Advisers | 0.02% | Add +0.4% | 84,836 | $29.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -32.0% | 84,158 | $29.5M |
| Two Sigma Investments, LP | 0.05% | Add +13.9% | 82,337 | $28.8M |
| Artisan Partners Limited Partnership | 0.04% | Add +226.9% | 73,144 | $25.6M |
| Robeco Institutional Asset Management B.V. | 0.03% | Add +18.9% | 67,520 | $23.6M |
| HRT Financial LP | 0.09% | Add +23.9% | 67,038 | $23.5M |
| Mirabella Financial Services LLP | 1.96% | Reduce -17.5% | 64,031 | $22.4M |
| Bank of Nova Scotia | 0.04% | Add +272.4% | 62,889 | $22.0M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.05% | Reduce -10.8% | 61,874 | $21.7M |
| TCTC Holdings, LLC | 0.63% | No change | 61,085 | $21.4M |
| Prospector Partners LLC | 2.55% | Reduce -3.1% | 59,814 | $20.9M |
| Aware Super Pty Ltd as trustee of Aware Super | 0.29% | No change | 59,634 | $20.9M |
| Lazard Asset Management LLC | 0.03% | Add +1521.5% | 58,424 | $20.5M |
| Martingale Asset Management L P | 0.51% | Add +7.3% | 58,225 | $20.4M |
| FIL Ltd | 0.02% | Reduce -28.9% | 57,650 | $20.2M |
| Arnhold LLC | 1.65% | Reduce -0.8% | 56,338 | $19.7M |
| Millennium Management | 0.02% | Reduce -28.0% | 55,429 | $19.4M |
| California State Teachers Retirement System | 0.02% | Reduce -10.7% | 52,968 | $18.6M |
| New York State Common Retirement Fund | 0.02% | Add +18.1% | 52,646 | $18.4M |
| Raymond James Financial Inc. | 0.01% | Reduce -50.8% | 51,409 | $18.0M |
| Natixis | 0.10% | Reduce -22.9% | 50,834 | $17.8M |
| KLP Kapitalforvaltning As | 0.07% | Add +69.2% | 47,941 | $16.8M |
| Te Ahumairangi Investment Management Ltd | 2.85% | Add +15.3% | 47,940 | $16.8M |
| Fuller & Thaler Asset Management, Inc. | 0.06% | Reduce -0.5% | 47,914 | $16.8M |
| Principal Financial Group Inc. | 0.01% | Reduce -5.8% | 47,753 | $16.7M |
| Grace & White Inc. | 2.96% | No change | 47,232 | $16.5M |
| Citigroup Inc. | 0.01% | Reduce -1.7% | 46,834 | $16.4M |
"% of holder's portfolio" is EG's weight in each manager's 13F, not the share of Everest Group Ltd. the manager owns.