Everest GroupEG
13F holders, Q4 2025 (December 31)685holders +8
69new positions
79sold out
10famous investors
$339.32avg. 13F price*
At the end of Q4 2025, 685 institutions reported holding Everest Group Ltd. (EG) in their 13F filings, up 8 from Q3 2025. 69 opened new positions and 79 sold out. The largest holders were Vanguard Group Inc. ($1.8B), BlackRock, Inc. ($1.1B) and State Street Corp. ($647.0M). 10 famous investors held it, including Cliff Asness (0.3% of AQR Capital Management's portfolio), Ray Dalio (0.1% of Bridgewater Associates's portfolio) and Steve Cohen (0.1% of Point72 Asset 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 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 69 | $119.1M |
| Exits | 79 | $241.4M |
All 13F filers, Q3 2025 → Q4 2025: 2,912,202 shares bought and 3,940,750 shares sold, net −1,028,548 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 685 holders
| Vanguard Group Inc. | 0.03% | Reduce -2.4% | 5,370,898 | $1.8B |
| BlackRock, Inc. | 0.02% | Reduce -0.9% | 3,355,303 | $1.1B |
| State Street Corp. | 0.02% | Add +0.4% | 1,906,692 | $647.0M |
| Norges Bank | 0.07% | — | 1,857,307 | $630.3M |
| AQR Capital Management | 0.30% | Reduce -17.1% | 1,666,087 | $565.4M |
| Vulcan Value Partners, LLC | 9.24% | Add +6.5% | 1,509,740 | $512.3M |
| Wellington Management Group LLP | 0.07% | Reduce -2.1% | 1,212,077 | $411.3M |
| Geode Capital Management, LLC | 0.02% | Add +0.4% | 1,170,210 | $395.7M |
| Barrow Hanley Mewhinney & Strauss LLC | 1.07% | Reduce -5.1% | 948,270 | $321.8M |
| Altrinsic Global Advisors LLC | 10.53% | Reduce -4.5% | 865,243 | $293.6M |
| Invesco Ltd. | 0.02% | Add +10.3% | 743,190 | $252.2M |
| Boston Partners | 0.26% | Add +1.7% | 741,524 | $251.6M |
| Massachusetts Financial Services Co. | 0.07% | Reduce -1.0% | 645,475 | $219.0M |
| Alliancebernstein L.P. | 0.07% | Add +119.5% | 640,752 | $217.4M |
| William Blair Investment Management, LLC | 0.55% | Reduce -10.3% | 584,301 | $198.3M |
| Balyasny Asset Management L.P. | 0.33% | Add +181.2% | 498,697 | $169.2M |
| Donald Smith & Co., Inc. | 2.77% | Add +11.3% | 435,696 | $147.9M |
| Victory Capital Management Inc. | 0.08% | Add +31.9% | 431,177 | $146.3M |
| Dimensional Fund Advisors LP | 0.03% | Reduce -9.2% | 429,392 | $145.7M |
| Morgan Stanley | 0.01% | Reduce -3.3% | 425,241 | $144.3M |
| Polar Capital Holdings Plc | 0.63% | Reduce -1.7% | 403,500 | $136.9M |
| Northern Trust Corp. | 0.02% | Reduce -2.4% | 402,549 | $136.6M |
| LSV Asset Management | 0.29% | Reduce -0.6% | 385,330 | $130.8M |
| Fuller & Thaler Asset Management, Inc. | 0.40% | Add +622.8% | 346,305 | $117.5M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +0.5% | 345,142 | $117.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.02% | Add +0.1% | 310,976 | $105.5M |
| Assetmark, Inc. | 0.19% | Reduce -33.8% | 280,308 | $95.1M |
| Legal & General Group Plc | 0.02% | Reduce -5.6% | 267,138 | $90.7M |
| Earnest Partners LLC | 0.38% | Add +10.6% | 263,541 | $89.4M |
| Causeway Capital Management LLC | 1.11% | Add +35.8% | 238,558 | $81.0M |
| Talaria Asset Management Pty Ltd | 14.60% | Add +22.3% | 224,500 | $76.2M |
| Jacobs Levy Equity Management, Inc. | 0.29% | Add +37.3% | 222,499 | $75.5M |
| Bank of New York Mellon Corp | 0.01% | Reduce -7.2% | 217,271 | $73.7M |
| Bank of America Corp. | 0.01% | Add +1.7% | 216,625 | $73.5M |
| Nuveen, LLC | 0.02% | Add +13.5% | 212,925 | $72.3M |
| UBS Group AG | 0.01% | Reduce -8.1% | 200,374 | $68.0M |
| AustralianSuper Pty Ltd | 0.30% | Add +48.0% | 192,436 | $65.3M |
| Deutsche Bank AG | 0.02% | Reduce -20.0% | 164,875 | $56.0M |
| Skandinaviska Enskilda Banken AB (publ) | 0.22% | Add +36.8% | 161,621 | $54.8M |
| Barclays PLC | 0.02% | Reduce -5.3% | 151,674 | $51.5M |
| Citadel Advisors | 0.04% | Add +541.0% | 150,247 | $51.0M |
| Franklin Resources Inc. | 0.01% | Reduce -25.6% | 149,804 | $50.8M |
| Millennium Management | 0.04% | Add +167.0% | 147,987 | $50.2M |
| Janus Henderson Group PLC | 0.02% | Add +5.2% | 146,398 | $49.7M |
| Sterling Capital Management LLC | 0.79% | Reduce -39.9% | 143,150 | $48.6M |
| BNP Paribas Financial Markets | 0.03% | Add +32.1% | 132,721 | $45.0M |
| Voloridge Investment Management, LLC | 0.16% | Add +56.3% | 132,648 | $45.0M |
| General American Investors Co. Inc. | 2.73% | Reduce -10.5% | 129,196 | $43.8M |
| Amundi | 0.01% | Reduce -26.5% | 127,244 | $43.2M |
| Deprince Race & Zollo Inc. | 0.79% | Add +31.7% | 121,630 | $41.3M |
| Davis Selected Advisers | 0.18% | Add +199.3% | 118,017 | $40.0M |
| Systematic Financial Management LP | 0.93% | Reduce -0.2% | 116,148 | $39.4M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -17.0% | 115,447 | $39.2M |
| Swiss National Bank | 0.02% | Reduce -6.3% | 114,920 | $39.0M |
| Perpetual Ltd | 0.56% | Add +4.1% | 113,986 | $38.7M |
| Sei Investments Co. | 0.04% | Reduce -45.7% | 113,269 | $38.4M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -30.4% | 106,693 | $36.2M |
| California Public Employees Retirement System | 0.02% | Reduce -18.9% | 106,655 | $36.2M |
| FMR LLC | 0.00% | Reduce -25.8% | 104,615 | $35.5M |
| Sumitomo Mitsui Trust Group, Inc. | 0.02% | Reduce -7.2% | 95,571 | $32.4M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -6.7% | 95,016 | $32.2M |
| Jane Street Group, LLC | 0.04% | Add +539.2% | 93,990 | $31.9M |
| South Dakota Investment Council | 0.61% | Add +0.3% | 93,761 | $31.8M |
| Point72 Asset Management | 0.05% | New | 92,830 | $31.5M |
| Korea Investment CORP | 0.06% | Reduce -4.1% | 89,489 | $30.4M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.02% | Reduce -0.1% | 87,167 | $29.2M |
| Storebrand Asset Management As | 0.08% | Reduce -8.8% | 84,437 | $28.7M |
| Rhumbline Advisers | 0.02% | Reduce -2.7% | 82,581 | $28.0M |
| Bank of Montreal | 0.01% | Reduce -68.6% | 80,723 | $27.4M |
| HSBC Holdings PLC | 0.01% | Add +99.1% | 74,073 | $25.3M |
| Artisan Partners Limited Partnership | 0.04% | Add +0.9% | 73,795 | $25.0M |
| Cwm, LLC | 0.07% | Reduce -17.9% | 72,592 | $24.6M |
| Bridgewater Associates | 0.09% | Reduce -36.4% | 72,083 | $24.5M |
| Two Sigma Investments, LP | 0.04% | Reduce -12.9% | 71,733 | $24.3M |
| Truist Financial Corp. | 0.03% | Reduce -28.1% | 71,109 | $24.1M |
| Russell Investments Group, Ltd. | 0.03% | Reduce -51.5% | 70,974 | $24.1M |
| Algebris (uk) Ltd. | 1.88% | New | 69,099 | $23.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -19.0% | 68,178 | $23.1M |
| Ameriprise Financial Inc. | 0.01% | Reduce -64.5% | 67,286 | $22.8M |
| Lazard Asset Management LLC | 0.04% | Add +14.9% | 67,137 | $22.8M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.05% | Add +4.9% | 64,895 | $22.0M |
| California State Teachers Retirement System | 0.02% | Add +20.0% | 63,562 | $21.6M |
| FIL Ltd | 0.02% | Add +9.8% | 63,328 | $21.5M |
| Mirabella Financial Services LLP | 2.17% | Reduce -2.5% | 62,448 | $21.2M |
| TCTC Holdings, LLC | 0.62% | Reduce -0.0% | 61,080 | $20.7M |
| Ieq Capital, LLC | 0.06% | Reduce -34.3% | 60,495 | $20.5M |
| First Trust Advisors LP | 0.01% | Reduce -82.5% | 59,994 | $20.4M |
| Danske Bank A/S | 0.05% | Reduce -41.2% | 59,672 | $20.2M |
| New York State Common Retirement Fund | 0.03% | Add +12.7% | 59,312 | $20.1M |
| Martingale Asset Management L P | 0.49% | Reduce -1.8% | 57,188 | $19.4M |
| Arnhold LLC | 1.45% | No change | 56,338 | $19.1M |
| Nuance Investments, LLC | 2.09% | Add +67.1% | 55,966 | $19.0M |
| Bank of Nova Scotia | 0.03% | Reduce -16.7% | 52,411 | $17.8M |
| Grace & White Inc. | 2.94% | Add +1.6% | 47,998 | $16.3M |
| Renaissance Technologies | 0.02% | Reduce -65.4% | 46,980 | $15.9M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.03% | Add +5.0% | 46,128 | $15.7M |
| Principal Financial Group Inc. | 0.01% | Reduce -3.1% | 46,264 | $15.7M |
| TD Asset Management Inc | 0.01% | Reduce -1.1% | 45,387 | $15.4M |
| Te Ahumairangi Investment Management Ltd | 2.75% | Reduce -5.6% | 45,260 | $15.4M |
| GMO | 0.04% | Add +46.0% | 45,091 | $15.3M |
"% of holder's portfolio" is EG's weight in each manager's 13F, not the share of Everest Group Ltd. the manager owns.