Everest GroupEG
13F holders, Q1 2026 (March 31)670holders −15
64new positions
79sold out
9famous investors
$327.06avg. 13F price*
At the end of Q1 2026, 670 institutions reported holding Everest Group Ltd. (EG) in their 13F filings, down 15 from Q4 2025. 64 opened new positions and 79 sold out. The largest holders were BlackRock, Inc. ($1.1B), Vanguard Capital Management LLC ($860.8M) and Vanguard Portfolio Management LLC ($708.6M). 9 famous investors held it, including Cliff Asness (0.2% of AQR Capital Management's portfolio), Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio) and Ken Griffin (0.1% of Citadel Advisors'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 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 64 | $65.4M |
| Exits | 79 | $175.8M |
All 13F filers, Q4 2025 → Q1 2026: 2,523,661 shares bought and 3,310,467 shares sold, net −786,806 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 670 holders
| BlackRock, Inc. | 0.02% | Reduce -1.7% | 3,297,585 | $1.1B |
| Vanguard Capital Management LLC | 0.02% | — | 2,633,722 | $860.8M |
| Vanguard Portfolio Management LLC | 0.04% | — | 2,168,090 | $708.6M |
| State Street Corp. | 0.02% | Reduce -3.0% | 1,850,314 | $604.8M |
| Vulcan Value Partners, LLC | 11.80% | Reduce -9.8% | 1,361,865 | $445.1M |
| AQR Capital Management | 0.20% | Reduce -18.0% | 1,365,895 | $444.6M |
| Geode Capital Management, LLC | 0.02% | Add +1.2% | 1,183,821 | $385.6M |
| Barrow Hanley Mewhinney & Strauss LLC | 1.10% | Add +8.4% | 1,028,240 | $336.1M |
| Wellington Management Group LLP | 0.06% | Reduce -19.8% | 971,869 | $317.7M |
| Invesco Ltd. | 0.03% | Add +9.3% | 812,271 | $265.5M |
| Altrinsic Global Advisors LLC | 9.10% | Reduce -10.1% | 777,871 | $254.2M |
| Massachusetts Financial Services Co. | 0.09% | Add +18.1% | 762,400 | $252.8M |
| Alliancebernstein L.P. | 0.08% | Add +13.8% | 729,121 | $247.4M |
| Boston Partners | 0.17% | Reduce -31.4% | 508,572 | $166.2M |
| William Blair Investment Management, LLC | 0.55% | Reduce -13.4% | 506,166 | $165.4M |
| Donald Smith & Co., Inc. | 2.71% | Add +5.6% | 460,175 | $150.4M |
| HSBC Holdings PLC | 0.09% | Add +507.4% | 449,919 | $147.1M |
| Dimensional Fund Advisors LP | 0.03% | Reduce -3.4% | 414,923 | $135.6M |
| Northern Trust Corp. | 0.02% | Add +2.0% | 410,571 | $134.2M |
| Morgan Stanley | 0.01% | Reduce -3.5% | 410,359 | $134.1M |
| Polar Capital Holdings Plc | 0.58% | No change | 403,500 | $131.9M |
| LSV Asset Management | 0.27% | Add +0.3% | 386,640 | $126.4M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +2.8% | 354,804 | $116.0M |
| Fuller & Thaler Asset Management, Inc. | 0.39% | Add +1.7% | 352,110 | $115.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.02% | Add +1.5% | 315,652 | $103.2M |
| Balyasny Asset Management L.P. | 0.20% | Reduce -41.9% | 289,912 | $94.8M |
| Assetmark, Inc. | 0.19% | Add +2.7% | 287,847 | $94.1M |
| Victory Capital Management Inc. | 0.06% | Reduce -36.0% | 276,068 | $90.2M |
| Citadel Advisors | 0.06% | Add +80.4% | 271,073 | $88.6M |
| Earnest Partners LLC | 0.36% | Add +1.7% | 268,095 | $87.6M |
| Legal & General Group Plc | 0.02% | Add +0.1% | 267,496 | $87.4M |
| AustralianSuper Pty Ltd | 0.43% | Add +30.5% | 251,190 | $82.1M |
| Causeway Capital Management LLC | 1.00% | Add +4.8% | 250,008 | $81.7M |
| Bank of America Corp. | 0.01% | Add +7.7% | 233,326 | $76.3M |
| Jacobs Levy Equity Management, Inc. | 0.32% | Add +3.6% | 230,540 | $75.4M |
| Vanguard Fiduciary Trust Co. | 0.02% | — | 229,438 | $75.0M |
| UBS Group AG | 0.01% | Add +12.6% | 225,664 | $73.8M |
| Talaria Asset Management Pty Ltd | 14.83% | Add +0.1% | 224,700 | $73.4M |
| Goldman Sachs Group Inc. | 0.01% | Add +87.8% | 216,813 | $70.9M |
| Bank of New York Mellon Corp | 0.01% | Reduce -0.8% | 215,504 | $70.4M |
| Nuveen, LLC | 0.02% | Add +1.2% | 215,428 | $70.4M |
| Amundi | 0.02% | Add +67.4% | 213,030 | $69.6M |
| Voloridge Investment Management, LLC | 0.24% | Add +40.0% | 185,699 | $60.7M |
| Renaissance Technologies | 0.08% | Add +245.0% | 162,100 | $53.0M |
| Deutsche Bank AG | 0.02% | Reduce -2.6% | 160,621 | $52.5M |
| Barclays PLC | 0.02% | Add +3.1% | 156,334 | $51.1M |
| Janus Henderson Group PLC | 0.02% | Reduce -0.1% | 146,288 | $47.8M |
| Davis Selected Advisers | 0.21% | Add +19.4% | 140,908 | $46.1M |
| Franklin Resources Inc. | 0.01% | Reduce -8.1% | 137,718 | $45.0M |
| Ameriprise Financial Inc. | 0.01% | Add +99.8% | 134,463 | $43.9M |
| Perpetual Ltd | 0.66% | Add +15.7% | 131,919 | $43.1M |
| General American Investors Co. Inc. | 2.79% | No change | 129,196 | $42.2M |
| Sei Investments Co. | 0.04% | Add +12.6% | 127,583 | $41.7M |
| Deprince Race & Zollo Inc. | 0.79% | Add +4.8% | 127,428 | $41.6M |
| BNP Paribas Financial Markets | 0.03% | Reduce -4.1% | 127,269 | $41.6M |
| Swiss National Bank | 0.02% | Add +7.2% | 123,200 | $40.3M |
| First Trust Advisors LP | 0.03% | Add +103.3% | 121,949 | $39.9M |
| Systematic Financial Management LP | 0.90% | Add +3.3% | 119,974 | $39.2M |
| SEB Asset Management AB | 0.16% | — | 112,024 | $36.6M |
| Jane Street Group, LLC | 0.04% | Add +15.0% | 108,124 | $35.3M |
| HRT Financial LP | 0.09% | Add +151.4% | 105,290 | $34.4M |
| JPMorgan Chase & Co. | 0.00% | Add +54.4% | 105,260 | $34.0M |
| South Dakota Investment Council | 0.64% | Add +8.7% | 101,931 | $33.3M |
| FMR LLC | 0.00% | Reduce -4.4% | 100,010 | $32.7M |
| Sumitomo Mitsui Trust Group, Inc. | 0.02% | Add +0.8% | 96,362 | $31.5M |
| Storebrand Asset Management As | 0.09% | Add +13.8% | 96,068 | $31.4M |
| Vanguard Global Advisers, LLC | 0.02% | — | 95,435 | $31.2M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.02% | Add +9.1% | 95,123 | $31.1M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -0.1% | 94,870 | $31.0M |
| California Public Employees Retirement System | 0.02% | Reduce -11.9% | 94,010 | $30.7M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.02% | — | 84,706 | $27.7M |
| Russell Investments Group, Ltd. | 0.03% | Add +14.3% | 81,124 | $26.5M |
| Rhumbline Advisers | 0.02% | Reduce -2.5% | 80,557 | $26.3M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.02% | Add +267.9% | 79,238 | $25.9M |
| Quantinno Capital Management LP | 0.04% | Add +117.0% | 74,518 | $24.4M |
| Bank of Montreal | 0.01% | Reduce -8.6% | 73,769 | $24.1M |
| KLP Kapitalforvaltning As | 0.09% | Add +122.9% | 69,501 | $22.7M |
| Lazard Asset Management LLC | 0.04% | Add +1.4% | 68,079 | $22.3M |
| Prana Capital Management, LP | 0.66% | Add +63.0% | 65,707 | $21.5M |
| California State Teachers Retirement System | 0.02% | Reduce -1.7% | 62,478 | $20.4M |
| TCTC Holdings, LLC | 0.57% | Reduce -0.5% | 60,800 | $19.9M |
| New York State Common Retirement Fund | 0.03% | Add +2.4% | 60,752 | $19.9M |
| Mirabella Financial Services LLP | 2.00% | Reduce -3.1% | 60,507 | $19.8M |
| Algebris (uk) Ltd. | 1.38% | Reduce -16.4% | 57,777 | $18.9M |
| Cwm, LLC | 0.05% | Reduce -20.6% | 57,622 | $18.8M |
| SG Americas Securities, LLC | 0.02% | Add +63.3% | 55,706 | $18.2M |
| GMO | 0.05% | Add +23.5% | 55,691 | $18.2M |
| Citigroup Inc. | 0.01% | Add +23.3% | 54,510 | $17.8M |
| Equitable Trust Co. | 0.82% | Add +21.4% | 54,472 | $17.8M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.03% | Add +17.6% | 54,240 | $17.8M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.03% | Add +76.3% | 54,058 | $17.7M |
| Nuance Investments, LLC | 2.44% | Reduce -4.3% | 53,568 | $17.5M |
| Danske Bank A/S | 0.04% | Reduce -10.5% | 53,432 | $17.5M |
| Te Ahumairangi Investment Management Ltd | 2.91% | Add +17.5% | 53,180 | $17.4M |
| Two Sigma Investments, LP | 0.01% | Reduce -28.9% | 51,016 | $16.7M |
| Martingale Asset Management L P | 0.41% | Reduce -12.3% | 50,138 | $16.4M |
| Grace & White Inc. | 2.81% | No change | 47,998 | $15.7M |
| Arnhold LLC | 1.15% | Reduce -15.3% | 47,705 | $15.6M |
| M&G PLC | 0.08% | Add +17.6% | 46,843 | $15.3M |
| Allianz Asset Management GmbH | 0.02% | Add +61.8% | 45,600 | $14.9M |
"% of holder's portfolio" is EG's weight in each manager's 13F, not the share of Everest Group Ltd. the manager owns.