EVEREST GROUP LTD EG
$371.35
+3.2% 52w: $301.22 – $371.35
Latest 13F among current holders filed 7 days ago (Aug 26, 2026)
Price — last 12 months
research preview data301.22336.28371.35
Aug 18, 2025 Jul 2, 2026
Institutional holders
670
-15 QoQ
13F value
$11.99B
-11.3% QoQ
Smart-money holders
28
signal tier ≥ 2
New smart buyers
4
Q1 2026
Options barometer
0.4×
$17.0M calls / $38.4M puts
Institutional value by quarter
Number of holders
Who owns EG?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | Index provider | 3.3M | $1.08B | 0.0% | -1.7% |
| VANGUARD CAPITAL MANAGEMENT LLC | Diversified mechanical | 2.6M | $860.8M | — | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Diversified mechanical | 2.2M | $708.6M | — | — |
| STATE STREET CORP | Index provider | 1.9M | $604.8M | 0.0% | -3.0% |
| Vulcan Value Partners, LLC ★3 | Fundamental concentrated | 1.4M | $445.1M | — | -9.8% |
| AQR CAPITAL MANAGEMENT LLC | Quant stat arb | 1.4M | $444.6M | 0.2% | -18.0% |
| GEODE CAPITAL MANAGEMENT, LLC | Index provider | 1.2M | $385.6M | — | +1.2% |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | Other | 1.0M | $336.1M | — | +8.4% |
| WELLINGTON MANAGEMENT GROUP LLP | Long only active | 971.9K | $317.7M | 0.1% | -19.8% |
| Invesco Ltd. | Index provider | 812.3K | $265.5M | 0.0% | +9.3% |
| ALTRINSIC GLOBAL ADVISORS LLC ★3 | Fundamental concentrated | 777.9K | $254.2M | — | -10.1% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | Other | 762.4K | $252.8M | — | +18.1% |
| ALLIANCEBERNSTEIN L.P. | Long only active | 729.1K | $247.4M | 0.1% | +13.8% |
| Boston Partners | Other | 508.6K | $166.2M | 0.2% | -31.4% |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | Other | 506.2K | $165.4M | — | -13.4% |
| DONALD SMITH & CO., INC. ★2 | Fundamental diversified | 460.2K | $150.4M | — | +5.6% |
| HSBC HOLDINGS PLC | Bank broker | 449.9K | $147.1M | 0.1% | +203.7% |
| DIMENSIONAL FUND ADVISORS LP | Quant stat arb | 414.9K | $135.6M | — | -3.4% |
| NORTHERN TRUST CORP | Index provider | 410.6K | $134.2M | 0.0% | +2.0% |
| MORGAN STANLEY | Bank broker | 410.4K | $134.1M | 0.0% | -3.5% |
| Polar Capital Holdings Plc | Other | 403.5K | $131.9M | — | Held |
| LSV ASSET MANAGEMENT | Other | 386.6K | $126.4M | — | +0.3% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 354.8K | $116.0M | — | +2.8% |
| FULLER & THALER ASSET MANAGEMENT, INC. | Other | 352.1K | $115.1M | — | -49.2% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Bank broker | 315.7K | $103.2M | 0.0% | +1.5% |
| Balyasny Asset Management L.P. | Multistrat pod | 289.9K | $94.8M | 0.2% | -41.9% |
| ASSETMARK, INC | Wealth advisor | 287.8K | $94.1M | 0.2% | +2.7% |
| VICTORY CAPITAL MANAGEMENT INC | Diversified mechanical | 276.1K | $90.2M | 0.1% | -36.0% |
| CITADEL ADVISORS LLC | Multistrat pod | 271.1K | $88.6M | 0.1% | +80.4% |
| EARNEST PARTNERS LLC | Other | 268.1K | $87.6M | — | +1.7% |
| Legal & General Group Plc | Diversified mechanical | 267.5K | $87.4M | 0.0% | +0.1% |
| AustralianSuper Pty Ltd | Other | 251.2K | $82.1M | — | +30.5% |
| CAUSEWAY CAPITAL MANAGEMENT LLC ★2 | Fundamental diversified | 250.0K | $81.7M | — | +4.8% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 233.3K | $76.3M | 0.0% | +7.7% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | Other | 230.5K | $75.4M | 0.3% | +3.6% |
| VANGUARD FIDUCIARY TRUST CO | Diversified mechanical | 229.4K | $75.0M | — | — |
| UBS Group AG | Bank broker | 225.7K | $73.8M | 0.0% | +12.6% |
| Talaria Asset Management Pty Ltd ★2 | Fundamental concentrated | 224.7K | $73.4M | — | +0.1% |
| GOLDMAN SACHS GROUP INC | Bank broker | 216.8K | $70.9M | 0.0% | +87.8% |
| Bank of New York Mellon Corp | Diversified mechanical | 215.5K | $70.4M | 0.0% | -0.8% |
| Nuveen, LLC | Diversified mechanical | 215.4K | $70.4M | 0.0% | +1.2% |
| Amundi | Diversified mechanical | 213.0K | $69.6M | 0.0% | +67.4% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Diversified mechanical | 185.7K | $60.7M | — | +40.0% |
| RENAISSANCE TECHNOLOGIES LLC | Quant stat arb | 162.1K | $53.0M | — | +245.0% |
| DEUTSCHE BANK AG\ | Bank broker | 160.6K | $52.5M | 0.0% | -2.6% |
| BARCLAYS PLC | Bank broker | 156.3K | $51.1M | 0.0% | +3.1% |
| JANUS HENDERSON GROUP PLC | Diversified mechanical | 146.3K | $47.8M | — | -0.1% |
| Davis Selected Advisers ★2 | Fundamental diversified | 140.9K | $46.1M | — | +19.4% |
| FRANKLIN RESOURCES INC | Long only active | 137.7K | $45.0M | 0.0% | -8.1% |
| AMERIPRISE FINANCIAL INC | Bank broker | 134.5K | $43.9M | 0.0% | +99.8% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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