EGEverest Group
Everest is a Bermuda-based reinsurance and insurance organization. 10-K, Item 1
- Headquarters
- Hamilton, D0
- CEO
- Jim Williamson
- Next results
- around Feb 3, 2027
Who owns EG
13F filings are quarterly and up to 45 days old. Insider trades: Form 4 rows coded P (bought) and S (sold) at a price, not grants or plan exercises.
Institutional ownership 13F data can be up to 45 days old
Every 13F-HR filed for the quarter ending Jun 30, 2026, from SEC's Form 13F data sets. A 13F lists the long positions of managers with more than $100M in US stocks. Two managers can report the same shares, so totals can count some shares twice.
| Holder | Shares | Value | % of company | From Mar 31, 2026 |
|---|---|---|---|---|
| BlackRock, Inc. | 3.22M | $1.2B | 8.69% | Reduced -2.3% |
| VANGUARD CAPITAL MANAGEMENT LLC | 2.58M | $922.8M | 6.97% | Reduced -1.9% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2.07M | $739.1M | 5.59% | Reduced -4.6% |
| NORGES BANK | 1.93M | $689.2M | 5.21% | New |
| STATE STREET CORP | 1.84M | $659.0M | 4.98% | Held |
| AQR CAPITAL MANAGEMENT LLC | 1.40M | $501.8M | 3.79% | Added +2.8% |
| GEODE CAPITAL MANAGEMENT, LLC | 1.16M | $411.4M | 3.12% | Reduced -2.4% |
| ALLIANCEBERNSTEIN L.P. | 1.04M | $341.0M | 2.82% | Added +43.1% |
| Vulcan Value Partners, LLC | 1.04M | $370.4M | 2.80% | Reduced -23.9% |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | 982K | $350.7M | 2.65% | Reduced -4.5% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 965K | $660.4M | 2.60% | Added +26.5% |
| Invesco Ltd. | 871K | $311.3M | 2.35% | Added +7.3% |
| ALTRINSIC GLOBAL ADVISORS LLC | 761K | $271.7M | 2.05% | Reduced -2.2% |
| FIRST TRUST ADVISORS LP | 615K | $219.6M | 1.66% | Added +404.1% |
| Boston Partners | 577K | $206.1M | 1.56% | Added +13.4% |
| DIMENSIONAL FUND ADVISORS LP | 488K | $174.3M | 1.32% | Added +17.6% |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 480K | $171.4M | 1.30% | Reduced -5.2% |
| WELLINGTON MANAGEMENT GROUP LLP | 471K | $168.1M | 1.27% | Reduced -51.6% |
| MORGAN STANLEY | 467K | $167.0M | 1.26% | Added +13.9% |
| DONALD SMITH & CO., INC. | 429K | $153.2M | 1.16% | Reduced -6.8% |
| HSBC HOLDINGS PLC | 410K | $146.7M | 1.11% | Reduced -8.8% |
| LSV ASSET MANAGEMENT | 386K | $138K | 1.04% | Held |
| NORTHERN TRUST CORP | 378K | $135.2M | 1.02% | Reduced -7.8% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 359K | $128.3M | 0.97% | Added +1.3% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 342K | $122.2M | 0.92% | Reduced -2.9% |
Bought the most shares
- NORGES BANK +1.93M, new
- FIRST TRUST ADVISORS LP +493K
- ALLIANCEBERNSTEIN L.P. +314K
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP +257K
- MASSACHUSETTS FINANCIAL SERVICES CO /MA/ +202K
- Woodline Partners LP +152K
- Jupiter Topco LLC +146K, new
- SG Americas Securities, LLC +139K
- Robeco Institutional Asset Management B.V. +94K
- AMERICAN CENTURY COMPANIES INC +88K
Sold the most shares
- WELLINGTON MANAGEMENT GROUP LLP -501K
- Vulcan Value Partners, LLC -325K
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC -314K
- AustralianSuper Pty Ltd -241K
- CITADEL ADVISORS LLC -151K
- JANUS HENDERSON GROUP PLC -146K, sold out
- Balyasny Asset Management L.P. -128K
- JANE STREET GROUP, LLC -107K
- VANGUARD PORTFOLIO MANAGEMENT LLC -99K
- BlackRock, Inc. -77K
Superinvestors holding EG 13F data can be up to 45 days old
From the latest 13F-HR of each of the investors followed on Investors. A 13F shows holdings at the end of a quarter and is filed up to 45 days later.
| Investor | Quarter | Shares | Value | % of portfolio | Last quarter |
|---|---|---|---|---|---|
| C.T. Fitzpatrick Vulcan Value Partners | Jun 30, 2026 | 1.04M | $370.4M | 11.97% | Reduced -23.9% |
| Chris Davis Davis Selected Advisers | Jun 30, 2026 | 126K | $45.2M | 0.20% | Reduced -10.3% |
13D filings: owners of more than 5% who may push for change
No Schedule 13D about EG in the last year.
Work on EG in a spreadsheet:
Excel workbook (a sheet per section, ten years by column, charts, links to the filings) ·
CSV.
For a Google Sheet that stays up to date, paste =IMPORTDATA("https://tickdelta.com/company/EG/export.csv") into a cell.