EVEREST GROUP LTD (EG)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
635
Reporting holders
$13.9B
Reported value
99.5%
Of shares outstanding
0.2%
Held as options
+10
Holder change
Institutions report 38,148,280 shares against 38,342,734 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $1.2B | 3,220,769 | 0.02% | 8q | -2.3%-$27.4M |
| VANGUARD CAPITAL MANAGEMENT LLC | $922.8M | 2,583,110 | 0.02% | 2q | -1.9%-$18.1M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $739.1M | 2,068,927 | 0.03% | 2q | -4.6%-$35.4M |
| NORGES BANK | $689.2M | 1,929,157 | 0.07% | 32q | +3.9%+$25.7M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $660.4M | 964,755 | 0.21% | 31q | +26.5%+$138.5M |
| STATE STREET CORP | $659.0M | 1,844,732 | 0.02% | 31q | HELD |
| AQR CAPITAL MANAGEMENT LLC | $501.8M | 1,404,638 | 0.17% | 31q | +2.8%+$13.8M |
| GEODE CAPITAL MANAGEMENT, LLC | $411.4M | 1,155,825 | 0.02% | 31q | -2.4%-$10.0M |
| Vulcan Value Partners, LLC | $370.4M | 1,036,906 | 11.28% | 8q | -23.9%-$116.1M |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | $350.7M | 981,772 | 1.06% | 6q | -4.5%-$16.6M |
| ALLIANCEBERNSTEIN L.P. | $341.0M | 1,043,298 | 0.11% | 31q | +43.1%+$102.7M |
| Invesco Ltd. | $311.3M | 871,481 | 0.02% | 31q | +7.3%+$21.2M |
| ALTRINSIC GLOBAL ADVISORS LLC | $271.7M | 760,522 | 9.98% | 21q | -2.2%-$6.2M |
| FIRST TRUST ADVISORS LP | $219.6M | 614,688 | 0.13% | 31q | +404.1%+$176.0M |
| Boston Partners | $206.1M | 576,832 | 0.18% | 31q | +13.4%+$24.4M |
| DIMENSIONAL FUND ADVISORS LP | $174.3M | 487,758 | 0.03% | 31q | +17.6%+$26.0M |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $171.4M | 479,877 | 0.52% | 12q | -5.2%-$9.4M |
| WELLINGTON MANAGEMENT GROUP LLP | $168.1M | 470,633 | 0.03% | 20q | -51.6%-$179.1M |
| MORGAN STANLEY | $167.0M | 467,462 | 0.01% | 35q | +13.9%+$20.4M |
| DONALD SMITH & CO., INC. | $153.2M | 428,873 | 2.71% | 7q | -6.8%-$11.2M |
| HSBC HOLDINGS PLC | $146.7M | 410,228 | 0.06% | 31q | -8.8%-$14.2M |
| NORTHERN TRUST CORP | $135.2M | 378,461 | 0.02% | 31q | -7.8%-$11.5M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $128.3M | 359,268 | 0.02% | 31q | +1.3%+$1.6M |
| Sixth Street Partners Management Company, L.P. | $128.3M | 359,268 | 0.02% | new | NEW |
| FULLER & THALER ASSET MANAGEMENT, INC. | $122.2M | 342,042 | 0.33% | 31q | -2.9%-$3.6M |
| Polar Capital Holdings Plc | $117.7M | 329,500 | 0.28% | 23q | -18.3%-$26.4M |
| BANK OF AMERICA CORP /DE/ | $108.1M | 302,612 | 0.01% | 31q | +29.7%+$24.8M |
| ASSETMARK, INC | $106.0M | 296,814 | 0.18% | 18q | +3.1%+$3.2M |
| Talaria Asset Management Pty Ltd | $100.7M | 281,800 | 21.54% | 7q | +25.4%+$20.4M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $99.8M | 279,439 | 0.04% | 4q | +1122.2%+$91.7M |
| VICTORY CAPITAL MANAGEMENT INC | $99.8M | 279,342 | 0.06% | 31q | +1.2%+$1.2M |
| UBS Group AG | $97.8M | 273,904 | 0.01% | 31q | +21.4%+$17.2M |
| EARNEST PARTNERS LLC | $97.1M | 271,712 | 0.35% | 31q | +1.3%+$1.3M |
| Legal & General Group Plc | $96.3M | 269,461 | 0.02% | 31q | +0.7%+$702.0K |
| CAUSEWAY CAPITAL MANAGEMENT LLC | $90.3M | 252,702 | 0.98% | 4q | +1.1%+$962.4K |
| GOLDMAN SACHS GROUP INC | $84.3M | 235,932 | 0.01% | 31q | +8.8%+$6.8M |
| VANGUARD FIDUCIARY TRUST CO | $79.3M | 221,973 | 0.02% | 2q | -3.3%-$2.7M |
| SEI INVESTMENTS CO | $72.1M | 201,953 | 0.06% | 31q | +58.3%+$26.6M |
| Bank of New York Mellon Corp | $71.5M | 200,235 | 0.01% | 31q | -7.1%-$5.5M |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $67.7M | 189,485 | 0.24% | 31q | -17.8%-$14.7M |
| BARCLAYS PLC | $67.0M | 187,439 | 0.01% | 31q | +19.9%+$11.1M |
| Nuveen, LLC | $66.3M | 185,598 | 0.02% | 6q | -13.8%-$10.7M |
| Balyasny Asset Management L.P. | $57.9M | 162,213 | 0.07% | 8q | -44.0%-$45.6M |
| DEUTSCHE BANK AG\ | $57.8M | 161,837 | 0.02% | 34q | +0.8%+$434.4K |
| Woodline Partners LP | $57.0M | 159,541 | 0.18% | 4q | +1888.8%+$54.1M |
| Amundi | $56.2M | 157,421 | 0.01% | 21q | -26.1%-$19.9M |
| RENAISSANCE TECHNOLOGIES LLC | $55.7M | 155,840 | 0.08% | 8q | -3.9%-$2.2M |
| Jupiter Topco LLC | $52.3M | 146,313 | 0.02% | new | FIRST |
| JPMORGAN CHASE & CO | $51.1M | 140,236 | 0.00% | 31q | +33.2%+$12.7M |
| CITADEL ADVISORS LLC | $50.1M | 120,459 | 0.01% | 31q | -55.6%-$62.6M |
| BNP PARIBAS FINANCIAL MARKETS | $48.6M | 136,070 | 0.02% | 31q | +6.9%+$3.1M |
| Perpetual Ltd | $48.6M | 135,942 | 0.69% | 6q | +3.0%+$1.4M |
| AMERIPRISE FINANCIAL INC | $48.4M | 135,594 | 0.01% | 31q | -49.6%-$47.6M |
| Robeco Institutional Asset Management B.V. | $47.9M | 134,183 | 0.06% | 38q | +237.1%+$33.7M |
| Davis Selected Advisers | $45.2M | 126,423 | 0.19% | 31q | -10.3%-$5.2M |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $44.4M | 124,207 | 0.19% | 8q | -33.1%-$22.0M |
| DEPRINCE RACE & ZOLLO INC | $43.9M | 123,009 | 0.74% | 10q | -3.5%-$1.6M |
| GENERAL AMERICAN INVESTORS CO INC | $43.9M | 122,909 | 2.60% | 31q | -4.9%-$2.2M |
| FRANKLIN RESOURCES INC | $43.1M | 120,550 | 0.01% | 31q | -12.5%-$6.1M |
| MACKENZIE FINANCIAL CORP | $42.7M | 119,470 | 0.04% | 14q | +221.7%+$29.4M |
| AMERICAN CENTURY COMPANIES INC | $41.6M | 116,377 | 0.02% | 22q | +309.3%+$31.4M |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | $40.9M | 114,411 | 0.81% | 25q | -4.6%-$2.0M |
| Swiss National Bank | $40.3M | 112,880 | 0.02% | 31q | -8.4%-$3.7M |
| STOREBRAND ASSET MANAGEMENT AS | $37.9M | 106,095 | 0.09% | 3q | +10.4%+$3.6M |
| CITIGROUP INC | $37.6M | 105,377 | 0.01% | 31q | +93.3%+$18.2M |
| Russell Investments Group, Ltd. | $37.6M | 105,162 | 0.03% | 31q | +29.6%+$8.6M |
| Public Sector Pension Investment Board | $35.9M | 100,586 | 0.05% | 31q | +768.0%+$31.8M |
| Mitsubishi UFJ Asset Management Co., Ltd. | $34.7M | 97,079 | 0.02% | 31q | +2.1%+$698.7K |
| Quantinno Capital Management LP | $33.9M | 94,812 | 0.04% | 14q | +27.2%+$7.2M |
| Sumitomo Mitsui Trust Group, Inc. | $33.6M | 94,000 | 0.02% | 18q | -2.5%-$843.8K |
| Vanguard Global Advisers, LLC | $33.0M | 92,263 | 0.02% | 2q | -3.3%-$1.1M |
| VANGUARD ASSET MANAGEMENT, Ltd | $32.3M | 90,469 | 0.02% | 2q | +6.8%+$2.1M |
| SEB Asset Management AB | $31.3M | 87,543 | 0.12% | 2q | -21.9%-$8.7M |
| FMR LLC | $29.9M | 83,760 | 0.00% | 31q | -16.2%-$5.8M |
| Jain Global LLC | $29.3M | 82,150 | 0.12% | new | NEW |
| BANK OF MONTREAL /CAN/ | $28.7M | 80,420 | 0.01% | 31q | +9.0%+$2.4M |
| California Public Employees Retirement System | $28.0M | 78,256 | 0.02% | 31q | -16.8%-$5.6M |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | $27.5M | 77,000 | 0.12% | new | NEW |
| RHUMBLINE ADVISERS | $27.5M | 76,862 | 0.02% | 12q | -4.6%-$1.3M |
| LAZARD ASSET MANAGEMENT LLC | $27.4M | 76,705 | 0.04% | 46q | +12.7%+$3.1M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | $26.2M | 73,445 | 0.02% | 4q | -7.3%-$2.1M |
| Grantham, Mayo, Van Otterloo & Co. LLC | $26.1M | 73,051 | 0.06% | 9q | +31.2%+$6.2M |
| Bridgewater Associates, LP | $25.8M | 72,182 | 0.11% | 16q | +310.6%+$19.5M |
| KLP KAPITALFORVALTNING AS | $25.6M | 71,621 | 0.08% | 7q | +3.1%+$757.3K |
| EQUITABLE TRUST CO | $25.0M | 70,117 | 1.05% | 18q | +28.7%+$5.6M |
| Corient Private Wealth LP | $24.8M | 69,423 | 0.02% | 15q | +103.6%+$12.6M |
| Vest Financial, LLC | $23.3M | 65,112 | 0.24% | 2q | +1051.8%+$21.2M |
| PANAGORA ASSET MANAGEMENT INC | $23.2M | 64,814 | 0.07% | 31q | +1038.3%+$21.1M |
| NEW YORK STATE COMMON RETIREMENT FUND | $22.3M | 62,299 | 0.03% | 31q | +2.5%+$552.6K |
| Lighthouse Investment Partners, LLC | $22.0M | 61,541 | 0.60% | 11q | +1096.4%+$20.1M |
| TCTC Holdings, LLC | $21.7M | 60,800 | 0.57% | 25q | HELD |
| CAPITAL FUND MANAGEMENT S.A. | $20.6M | 57,528 | 0.09% | 2q | +72.3%+$8.6M |
| ASR Vermogensbeheer N.V. | $20.5M | 57,365 | 0.21% | 6q | +694.0%+$17.9M |
| Arnhold LLC | $20.1M | 56,338 | 1.41% | 10q | +18.1%+$3.1M |
| M&G PLC | $19.8M | 55,510 | 0.10% | 5q | +18.5%+$3.1M |
| Te Ahumairangi Investment Management Ltd | $19.6M | 54,839 | 3.16% | 24q | +3.1%+$592.6K |
| DANSKE BANK A/S | $18.7M | 52,232 | 0.04% | 10q | -2.2%-$428.7K |
| Allianz Asset Management GmbH | $18.4M | 55,313 | 0.02% | 40q | +21.3%+$3.2M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $18.3M | 51,054 | 0.03% | 7q | -5.9%-$1.1M |
| MIRABELLA FINANCIAL SERVICES LLP | $18.0M | 50,444 | 1.72% | 6q | -16.6%-$3.6M |
Showing the largest 100 of 689 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 635 | $13.9B | 38,148,280 | 73 | 231 | 231 | 0.2% |
| Q1 2026 | 625 | $11.8B | 35,751,253 | 64 | 224 | 218 | 0.7% |
| Q4 2025 | 637 | $12.7B | 37,243,528 | 67 | 184 | 260 | 0.7% |
| Q3 2025 | 625 | $13.2B | 37,420,515 | 83 | 208 | 215 | 1.1% |
| Q2 2025 | 615 | $13.4B | 38,894,439 | 70 | 234 | 193 | 1.2% |
| Q1 2025 | 614 | $14.5B | 39,340,070 | 67 | 195 | 228 | 1.5% |
| Q4 2024 | 624 | $14.4B | 38,988,976 | 57 | 221 | 212 | 1.8% |
| Q3 2024 | 600 | $15.3B | 38,820,032 | 83 | 194 | 195 | 0.8% |
| Q2 2024 | 561 | $14.8B | 38,608,509 | 49 | 211 | 175 | 0.5% |
| Q1 2024 | 566 | $16.1B | 40,183,062 | 55 | 175 | 222 | 0.6% |
| Q4 2023 | 586 | $14.0B | 39,205,558 | 82 | 212 | 161 | 0.7% |
| Q3 2023 | 509 | $14.6B | 38,910,189 | 58 | 179 | 172 | 0.8% |
| Q2 2023 | 494 | $13.2B | 38,279,904 | 62 | 171 | 162 | 0.8% |
| Q1 2023 | 482 | $12.1B | 33,805,472 | 57 | 143 | 166 | 0.4% |
| Q4 2022 | 422 | $10.6B | 31,775,394 | 71 | 104 | 157 | 0.8% |
| Q3 2022 | 511 | $9.7B | 36,750,952 | 43 | 180 | 173 | 0.7% |
| Q2 2022 | 528 | $10.3B | 36,492,089 | 61 | 185 | 176 | 0.4% |
| Q1 2022 | 515 | $11.1B | 36,837,036 | 70 | 168 | 171 | 0.3% |
| Q4 2021 | 477 | $10.2B | 37,203,020 | 42 | 142 | 151 | 0.5% |
| Q3 2021 | 460 | $9.4B | 37,345,111 | 52 | 144 | 161 | 0.4% |
| Q2 2021 | 458 | $9.6B | 37,990,984 | 49 | 147 | 169 | 0.3% |
| Q1 2021 | 460 | $9.3B | 37,599,582 | 54 | 149 | 156 | 0.3% |
| Q4 2020 | 440 | $9.0B | 38,038,187 | 46 | 131 | 173 | 0.7% |
| Q3 2020 | 430 | $7.5B | 37,867,726 | 44 | 133 | 173 | 0.4% |
| Q2 2020 | 425 | $7.9B | 37,901,797 | 58 | 141 | 167 | 0.8% |
| Q1 2020 | 425 | $7.6B | 39,131,573 | 59 | 145 | 151 | 0.4% |
| Q4 2019 | 447 | $11.6B | 41,617,537 | 36 | 123 | 169 | 0.7% |
| Q3 2019 | 445 | $10.5B | 38,953,254 | 48 | 139 | 161 | 1.0% |
| Q2 2019 | 448 | $9.5B | 38,123,870 | 66 | 130 | 162 | 0.5% |
| Q1 2019 | 424 | $8.2B | 37,749,881 | 45 | 141 | 154 | 0.4% |
| Q4 2018 | 430 | $8.5B | 38,777,852 | 6 | 7 | 11 | 0.5% |