DaveManuel.com · Institutional Ownership · Who Owns It
EVEREST GROUP LTD (EG)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
695
Reporting holders
$14.2B
Reported value
101.5%
Of shares outstanding
0.1%
Calls
0.1%
Puts
+21
Holder change
Institutions report 38,924,238 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. Over 100% because an adviser and a sub-adviser can both report the same shares, and both are counted.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
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 |
| LSV ASSET MANAGEMENT | $138.0M | 386,250 | 0.25% | 31q | HELD |
| 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 |
| 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 |
| SG Americas Securities, LLC | $69.5M | 194,624 | 0.04% | 13q | +249.4%+$49.6M |
| 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 incl. $7.1M options CALL+PUT | 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 | +0.8%+$404.1K |
| 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% | 26q | +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 |
| South Dakota Investment Council | $36.8M | 102,992 | 0.63% | 10q | +1.0%+$379.0K |
| PRICE T ROWE ASSOCIATES INC /MD/ | $35.0M | 97,850 | 0.00% | 31q | +3.1%+$1.1M |
| 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 |
| 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 |
| HRT FINANCIAL LP | $20.3M | 56,950 | 0.04% | 5q | -45.9%-$17.3M |
| 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 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $18.6M | 52,060 | 0.02% | 31q | -16.7%-$3.7M |
Showing the largest 100 of 697 reported holders. The count of 695 above leaves out 2 positions whose reported value failed our price check; they are listed here as filed.
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 201 | $660.1M | 1,808,971 | 25 | 77 | 42 | 0.0% |
| Q2 2026 | 695 | $14.2B | 38,924,238 | 79 | 255 | 247 | 0.2% |
| Q1 2026 | 674 | $12.1B | 36,653,675 | 66 | 237 | 238 | 0.7% |
| Q4 2025 | 691 | $13.6B | 39,834,118 | 70 | 198 | 279 | 0.7% |
| Q3 2025 | 686 | $13.7B | 38,631,822 | 90 | 219 | 242 | 1.1% |
| Q2 2025 | 676 | $13.8B | 40,155,243 | 75 | 253 | 218 | 1.2% |
| Q1 2025 | 682 | $14.9B | 40,546,701 | 73 | 213 | 258 | 1.4% |
| Q4 2024 | 697 | $14.9B | 40,562,363 | 63 | 245 | 239 | 1.8% |
| Q3 2024 | 674 | $16.0B | 40,514,783 | 91 | 218 | 220 | 0.8% |
| Q2 2024 | 636 | $15.5B | 40,516,903 | 58 | 237 | 197 | 0.5% |
| Q1 2024 | 647 | $16.8B | 42,147,992 | 66 | 200 | 253 | 0.6% |
| Q4 2023 | 672 | $14.6B | 41,045,831 | 88 | 246 | 191 | 0.7% |
| Q3 2023 | 594 | $15.5B | 41,397,544 | 65 | 212 | 196 | 0.8% |
| Q2 2023 | 585 | $13.8B | 40,059,887 | 73 | 203 | 196 | 0.7% |
| Q1 2023 | 584 | $13.4B | 37,192,082 | 68 | 188 | 195 | 0.4% |
| Q4 2022 | 560 | $12.2B | 36,664,538 | 87 | 130 | 217 | 0.7% |
| Q3 2022 | 497 | $18.7B | 70,911,396 | 41 | 175 | 168 | 0.4% |
| Q2 2022 | 520 | $20.3B | 72,425,453 | 62 | 181 | 173 | 0.2% |
| Q1 2022 | 505 | $21.8B | 72,239,572 | 69 | 166 | 166 | 0.2% |
| Q4 2021 | 471 | $19.7B | 71,773,752 | 42 | 141 | 148 | 0.3% |
| Q3 2021 | 454 | $19.0B | 75,596,083 | 52 | 141 | 159 | 0.2% |
| Q2 2021 | 451 | $17.5B | 69,320,660 | 48 | 144 | 167 | 0.2% |
| Q1 2021 | 452 | $16.0B | 64,562,976 | 52 | 148 | 152 | 0.2% |
| Q4 2020 | 434 | $16.1B | 68,467,999 | 46 | 130 | 170 | 0.4% |
| Q3 2020 | 427 | $16.6B | 98,326,682 | 44 | 133 | 171 | 0.2% |
| Q2 2020 | 422 | $26.9B | 130,106,193 | 57 | 139 | 167 | 0.2% |
| Q1 2020 | 423 | $34.1B | 176,637,991 | 59 | 145 | 148 | 0.1% |
| Q4 2019 | 441 | $42.3B | 152,632,680 | 35 | 122 | 166 | 0.2% |
| Q3 2019 | 441 | $40.9B | 153,417,976 | 48 | 135 | 161 | 0.3% |
| Q2 2019 | 444 | $21.0B | 84,662,005 | 65 | 128 | 161 | 0.2% |
| Q1 2019 | 421 | $19.1B | 88,353,787 | 45 | 141 | 151 | 0.2% |
| Q4 2018 | 427 | $21.1B | 96,487,739 | 6 | 6 | 11 | 0.2% |