EVEREST GROUP, LTD. (EG) — Institutional Holders, Q2 2026

694 institutional investment managers reported a EG position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $14.2B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

EG in Q2 2026: what funds did

Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.

New positions

84

Added to

257

Trimmed

258

Sold out

61

Biggest buyers

  1. FIRST ADVISORSAdded · +492,739 sh+$176.0M
  2. ALLIANCEBERNSTEIN L.P.Added · +314,177 sh+$112.2M
  3. ARROWSTREET CAPITAL, LIMITED PARTNERSHIPAdded · +256,575 sh+$91.7M
  4. MASSACHUSETTS FINANCIAL SERVICESAdded · +202,355 sh+$72.3M
  5. Woodline PartnersAdded · +151,519 sh+$54.1M

Biggest sellers

  1. WELLINGTON MANAGEMENT GROUP LLPTrimmed · -501,236 sh-$179.1M
  2. Vulcan Value PartnersTrimmed · -324,959 sh-$116.1M
  3. UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMETrimmed · -313,891 sh-$112.1M
  4. AustralianSuper Pty LtdTrimmed · -241,341 sh-$86.2M
  5. CITADEL ADVISORSTrimmed · -150,614 sh-$53.8M

EG 13F holders ranked 1–100 of 694

Institutional investors reporting a position in EVEREST GROUP, LTD. on SEC Form 13F-HR for Q2 2026, ranked by reported value.
InstitutionValueQoQ
BlackRock#1 · 3,220,769 sh$1.2B-2.3%
VANGUARD CAPITAL MANAGEMENT#2 · 2,583,110 sh$922.8M-1.9%
VANGUARD PORTFOLIO MANAGEMENT#3 · 2,068,927 sh$739.1M-4.6%
NORGES BANK#4 · 1,929,157 sh$689.2M—
MASSACHUSETTS FINANCIAL SERVICES#5 · 964,755 sh$660.4M+26.5%
STATE STREET#6 · 1,844,732 sh$659.0M-0.3%
AQR CAPITAL MANAGEMENT#7 · 1,404,638 sh$501.8M+2.8%
GEODE CAPITAL MANAGEMENT#8 · 1,155,825 sh$411.4M-2.4%
Vulcan Value Partners#9 · 1,036,906 sh$370.4M-23.9%
BARROW HANLEY MEWHINNEY & STRAUSS#10 · 981,772 sh$350.7M-4.5%
ALLIANCEBERNSTEIN L.P.#11 · 1,043,298 sh$341.0M+43.1%
Invesco Ltd.#12 · 871,481 sh$311.3M+7.3%
ALTRINSIC GLOBAL ADVISORS#13 · 760,522 sh$271.7M-2.2%
FIRST ADVISORS#14 · 614,688 sh$219.6M+404.1%
Boston Partners#15 · 576,832 sh$206.1M+13.4%
DIMENSIONAL FUND ADVISORS#16 · 487,758 sh$174.3M+17.6%
WILLIAM BLAIR INVESTMENT MANAGEMENT#17 · 479,877 sh$171.4M-5.2%
WELLINGTON MANAGEMENT GROUP LLP#18 · 470,633 sh$168.1M-51.6%
MORGAN STANLEY#19 · 467,462 sh$167.0M+13.9%
DONALD SMITH#20 · 428,873 sh$153.2M-6.8%
HSBC PLC#21 · 410,228 sh$146.7M-8.8%
LSV ASSET MANAGEMENT#22 · 386,250 sh$138.0M-0.1%
NORTHERN#23 · 378,461 sh$135.2M-7.8%
CHARLES SCHWAB INVESTMENT MANAGEMENT#24 · 359,268 sh$128.3M+1.3%
FULLER & THALER ASSET MANAGEMENT#25 · 342,042 sh$122.2M-2.9%
Polar Capital Plc#26 · 329,500 sh$117.7M-18.3%
BANK OF AMERICA#27 · 302,612 sh$108.1M+29.7%
ASSETMARK#28 · 296,814 sh$106.0M+3.1%
Talaria Asset Management Pty Ltd#29 · 281,800 sh$100.7M+25.4%
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP#30 · 279,439 sh$99.8M+1122.2%
VICTORY CAPITAL MANAGEMENT#31 · 279,342 sh$99.8M+1.2%
UBS Group AG#32 · 273,904 sh$97.8M+21.4%
EARNEST PARTNERS#33 · 271,712 sh$97.1M+1.3%
Legal & General Group Plc#34 · 269,461 sh$96.3M+0.7%
CAUSEWAY CAPITAL MANAGEMENT#35 · 252,702 sh$90.3M+1.1%
GOLDMAN SACHS GROUP#36 · 235,932 sh$84.3M+8.8%
VANGUARD FIDUCIARY#37 · 221,973 sh$79.3M-3.3%
SEI INVESTMENTS#38 · 201,953 sh$72.1M+58.3%
Bank of New York Mellon#39 · 200,235 sh$71.5M-7.1%
SG Americas Securities#40 · 194,624 sh$69.5M+249.4%
JACOBS LEVY EQUITY MANAGEMENT#41 · 189,485 sh$67.7M-17.8%
BARCLAYS PLC#42 · 187,439 sh$67.0M+19.9%
Nuveen#43 · 185,598 sh$66.3M-13.8%
BALYASNY ASSET MANAGEMENT L.P.#44 · 162,213 sh$57.9M-44.0%
DEUTSCHE BANK AG\#45 · 161,837 sh$57.8M+0.8%
Woodline Partners#46 · 159,541 sh$57.0M+1888.8%
Amundi#47 · 157,421 sh$56.2M-26.1%
RENAISSANCE TECHNOLOGIES#48 · 155,840 sh$55.7M-3.9%
Jupiter Topco#49 · 146,313 sh$52.3M—
JPMORGAN CHASE#50 · 140,236 sh$51.1M+33.2%
BNP PARIBAS FINANCIAL MARKETS#51 · 136,070 sh$48.6M+6.9%
Perpetual Ltd#52 · 135,942 sh$48.6M+3.0%
AMERIPRISE FINANCIAL#53 · 135,594 sh$48.4M+0.8%
Robeco Institutional Asset Management B.V.#54 · 134,183 sh$47.9M+237.1%
DAVIS SELECTED ADVISERS#55 · 126,423 sh$45.2M-10.3%
VOLORIDGE INVESTMENT MANAGEMENT#56 · 124,207 sh$44.4M-33.1%
DEPRINCE RACE & ZOLLO#57 · 123,009 sh$43.9M-3.5%
GENERAL AMERICAN INVESTORS#58 · 122,909 sh$43.9M-4.9%
FRANKLIN RESOURCES#59 · 120,550 sh$43.1M-12.5%
CITADEL ADVISORS#60 · 120,459 sh$43.0M-55.6%
MACKENZIE FINANCIAL#61 · 119,470 sh$42.7M+221.7%
AMERICAN CENTURY COMPANIES#62 · 116,377 sh$41.6M+309.3%
SYSTEMATIC FINANCIAL MANAGEMENT#63 · 114,411 sh$40.9M-4.6%
Swiss National Bank#64 · 112,880 sh$40.3M-8.4%
STOREBRAND ASSET MANAGEMENT AS#65 · 106,095 sh$37.9M+10.4%
CITIGROUP#66 · 105,377 sh$37.6M+93.3%
Russell Investments Group, Ltd.#67 · 105,162 sh$37.6M+29.6%
South Dakota Investment Council#68 · 102,992 sh$36.8M+1.0%
PRICE T ROWE ASSOCIATES#69 · 97,850 sh$35.0M+3.1%
Mitsubishi UFJ Asset Management , Ltd.#70 · 97,079 sh$34.7M+2.1%
Quantinno Capital Management#71 · 94,812 sh$33.9M+27.2%
Sumitomo Mitsui#72 · 94,000 sh$33.6M-2.5%
Vanguard Global Advisers#73 · 92,263 sh$33.0M-3.3%
VANGUARD ASSET MANAGEMENT, Ltd#74 · 90,469 sh$32.3M+6.8%
SEB Asset Management AB#75 · 87,543 sh$31.3M-21.9%
FMR#76 · 83,760 sh$29.9M-16.2%
Jain Global#77 · 82,150 sh$29.3MNew
BANK OF MONTREAL#78 · 80,420 sh$28.7M+9.0%
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM#79 · 78,256 sh$28.0M-16.8%
CAPITOLIS LIQUID GLOBAL MARKETS#80 · 77,000 sh$27.5MNew
RHUMBLINE ADVISERS#81 · 76,862 sh$27.5M-4.6%
LAZARD ASSET MANAGEMENT#82 · 76,705 sh$27.4M+12.7%
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt#83 · 73,445 sh$26.2M-7.3%
Grantham, Mayo, Van Otterloo#84 · 73,051 sh$26.1M+31.2%
Bridgewater Associates#85 · 72,182 sh$25.8M+310.6%
KLP KAPITALFORVALTNING AS#86 · 71,621 sh$25.6M+3.1%
EQUITABLE#87 · 70,117 sh$25.0M+28.7%
Vest Financial#88 · 65,112 sh$23.3M+1051.8%
PANAGORA ASSET MANAGEMENT#89 · 64,814 sh$23.2M+1038.3%
NEW YORK STATE COMMON RETIREMENT FUND#90 · 62,299 sh$22.3M+2.5%
Lighthouse Investment Partners#91 · 61,541 sh$22.0M+1096.4%
TCTC#92 · 60,800 sh$21.7M0.0%
CAPITAL FUND MANAGEMENT S.A.#93 · 57,528 sh$20.6M+72.3%
ASR Vermogensbeheer N.V.#94 · 57,365 sh$20.5M+694.0%
HRT FINANCIAL#95 · 56,950 sh$20.3M-45.9%
Arnhold#96 · 56,338 sh$20.1M+18.1%
M&G Plc#97 · 55,510 sh$19.8M+18.5%
Te Ahumairangi Investment Management Ltd#98 · 54,839 sh$19.6M+3.1%
DANSKE BANK A/S#99 · 52,232 sh$18.7M-2.2%
Allianz Asset Management GmbH#100 · 55,313 sh$18.4M+21.3%

Funds that sold out of EG in Q2 2026 (61)

Held EG at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.

Institutions that held EG in Q1 2026 and reported no position in Q2 2026.
InstitutionValue in Q1 2026
Algebris (UK) Ltd57,777 sh$18.9M
Tredje AP-fonden17,543 sh$5.7M
NEW VERNON INVESTMENT MANAGEMENT13,136 sh$4.3M
CANADA PENSION PLAN INVESTMENT BOARD8,440 sh$2.8M
Weiss Asset Management8,134 sh$2.7M
IMC-Chicago5,386 sh$1.8M
Aquatic Capital Management5,191 sh$1.7M
LECAP ASSET MANAGEMENT LTD4,460 sh$1.5M
FOX RUN MANAGEMENT, L.L.C.3,555 sh$1.1M
Oak Thistle3,122 sh$1.0M
WEALTHEDGE INVESTMENT ADVISORS3,052 sh$997.6K
Point Nemo Capital2,724 sh$890.3K
OXFORD ASSET MANAGEMENT LLP2,622 sh$857.0K
Shay Capital2,500 sh$817.1K
Generali Asset Management SPA SGR2,411 sh$788.0K
TUDOR INVESTMENT ET AL2,347 sh$767.1K
J.M. Arbour2,079 sh$679.4K
Quadrature Capital Ltd1,945 sh$635.7K
Polymer Capital Management (US)1,865 sh$609.6K
ING GROEP NV1,848 sh$604.0K
nVerses Capital1,839 sh$601.1K
Quantbot Technologies1,287 sh$420.7K
NATIXIS1,231 sh$402.4K
Assenagon Asset Management S.A.1,218 sh$398.1K
AIGEN INVESTMENT MANAGEMENT1,109 sh$362.5K
INCEPTIONR1,095 sh$357.9K
BOOTHBAY FUND MANAGEMENT1,043 sh$340.9K
Walleye Trading1,036 sh$338.6K
Trail Ridge Investment Advisors925 sh$302.4K
Qsemble Capital Management925 sh$302.3K
Advyzon Investment Management872 sh$285.0K
PATTON FUND MANAGEMENT767 sh$250.7K
TCW GROUP704 sh$230.1K
Canvas Wealth Advisors691 sh$225.9K
Fieldview Capital Management673 sh$220.0K
GenTrust616 sh$201.3K
BLAIR WILLIAM612 sh$200.1K
Walleye Capital557 sh$182.1K
Advisory Services Network387 sh$126.6K
Root Financial Partners165 sh$53.9K
TopTier Wealth Management160 sh$52.3K
TOTH FINANCIAL ADVISORY80 sh$26.1K
Innovative Asset Advisors Group53 sh$17.3K
Archer Investment30 sh$9.8K
SouthState Bank27 sh$8.8K
FWL INVESTMENT MANAGEMENT21 sh$6.9K
Legacy Wealth Managment21 sh$6.9K
Sound Income Strategies18 sh$5.8K
Destiny Wealth Partners17 sh$5.6K
Golden State Equity Partners17 sh$5.6K
TWIN PEAKS WEALTH ADVISORS12 sh$3.9K
Wall Street Financial Group10 sh$3.3K
Western Wealth Management7 sh$2.3K
Johnson Financial Group6 sh$2.0K
Corsicana4 sh$1.5K
VANGUARD ADVISERS3 sh$999.00
Westside Investment Management3 sh$981.00
Annis Gardner Whiting Capital Advisors3 sh$981.00
Vermillion Wealth Management2 sh$654.00
Westfuller Advisors1 sh$329.00
CURIO WEALTH1 sh$327.00

Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.