EVEREST GROUP, LTD. - Common Stock (EG) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
EG on NYSE
Shares outstanding
42,943,250
Price per share
$339.35
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
38,443,156
Total reported value
$13,453,242,616
% of total 13F portfolios
0.01%
Share change
-1,565,941
Value change
-$529,368,542
Number of holders
666
Price from insider filings
$339.35
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of EVEREST GROUP, LTD. - Common Stock (EG) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BlackRock, Inc. 7.6% $1,159,228,986 3,263,687 BlackRock, Inc. 31 Mar 2025
WELLINGTON MANAGEMENT GROUP LLP 3.8% $580,525,733 1,634,409 Wellington Management Group LLP 31 Dec 2024

As of 30 Sep 2025, 666 institutional investors reported holding 38,443,156 shares of EVEREST GROUP, LTD. - Common Stock (EG). This represents 90% of the company’s total 42,943,250 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of EVEREST GROUP, LTD. - Common Stock (EG) together control 60% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
VANGUARD GROUP INC 13% 5,502,206 -1% 0.03% $1,927,037,607
BlackRock, Inc. 7.9% 3,386,560 -2.9% 0.02% $1,186,074,750
AQR CAPITAL MANAGEMENT LLC 4.7% 2,011,033 +70% 0.45% $695,274,572
STATE STREET CORP 4.4% 1,898,886 -0.67% 0.02% $665,046,844
Vulcan Value Partners, LLC 3.3% 1,417,466 +14% 9% $496,513,768
WELLINGTON MANAGEMENT GROUP LLP 2.9% 1,237,587 -15% 0.08% $433,440,095
GEODE CAPITAL MANAGEMENT, LLC 2.7% 1,165,232 -3.8% 0.03% $406,538,703
BARROW HANLEY MEWHINNEY & STRAUSS LLC 2.3% 999,581 +6.1% 1.1% $350,083,254
ALTRINSIC GLOBAL ADVISORS LLC 2.1% 906,058 -3.3% 12% $317,328,693
Boston Partners 1.7% 729,019 +29% 0.26% $255,333,816
Invesco Ltd. 1.6% 673,554 -0.98% 0.04% $235,898,899
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 1.5% 652,194 +4.8% 0.07% $228,417,904
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 1.5% 651,474 -5% 0.59% $228,165,739
DIMENSIONAL FUND ADVISORS LP 1.1% 472,989 +1.8% 0.04% $165,638,108
MORGAN STANLEY 1% 439,839 -1% 0.01% $154,045,502
ASSETMARK, INC 0.99% 423,370 -5.2% 0.32% $148,276,765
NORTHERN TRUST CORP 0.96% 412,317 +0.45% 0.02% $144,405,783
Polar Capital Holdings Plc 0.96% 410,500 0% 0.69% $143,769,415
DONALD SMITH & CO., INC. 0.91% 391,424 +26% 2.7% $137,088,428
LSV ASSET MANAGEMENT 0.9% 387,720 -3.1% 0.3% $135,791,000
Champlain Investment Partners, LLC 0.89% 384,141 +3.3% 1% $134,537,702
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.8% 343,472 -12% 0.02% $120,294,199
FIRST TRUST ADVISORS LP 0.8% 342,367 -44% 0.09% $119,907,339
VICTORY CAPITAL MANAGEMENT INC 0.76% 326,877 +20% 0.07% $114,482,132
UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC 0.72% 310,545 -12% 0.02% $108,762,174

Institutional Holders of EVEREST GROUP, LTD. - Common Stock (EG) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 113,208 $38,279,048 +$3,521,223 $339.35 33
2025 Q3 38,443,156 $13,453,242,616 -$529,368,542 $350.23 666
2025 Q2 39,978,522 $13,598,287,459 +$317,109,258 $339.85 665
2025 Q1 39,025,507 $14,179,655,485 -$378,430,232 $363.33 666
2024 Q4 40,190,717 $14,569,293,270 -$128,400,717 $362.46 680
2024 Q3 40,204,718 $15,756,284,676 +$39,190,983 $391.83 661
2024 Q2 40,266,772 $15,338,432,794 -$111,825,102 $381.02 624
2024 Q1 40,610,065 $16,129,173,347 +$267,614,235 $397.50 634
2023 Q4 40,146,213 $14,191,868,258 -$124,644,821 $353.58 660
2023 Q3 40,466,566 $15,047,473,740 +$216,074,508 $371.67 584
2023 Q2 39,912,546 $13,647,242,588 +$1,170,960,248 $341.86 576
2023 Q1 36,361,091 $13,014,079,519 -$35,834,773 $358.02 573
2022 Q4 36,720,764 $12,168,892,733 -$831,097 $331.27 549
2022 Q3 36,733,800 $9,646,452,134 +$14,909,510 $262.44 499
2022 Q2 36,462,361 $10,213,605,424 -$41,265,165 $280.28 518
2022 Q1 36,793,412 $11,073,228,898 -$82,912,625 $301.38 503
2021 Q4 37,068,274 $10,150,602,017 -$103,810,164 $273.92 459
2021 Q3 37,334,514 $9,355,567,318 -$117,907,760 $250.78 443
2021 Q2 37,957,618 $9,554,771,500 +$156,043,384 $252.01 441
2021 Q1 37,432,212 $9,262,310,144 -$52,310,525 $247.81 445
2020 Q4 37,791,741 $8,834,611,835 -$8,189,180 $234.09 422
2020 Q3 37,772,602 $7,460,539,067 +$12,745,186 $197.54 422
2020 Q2 37,744,416 $7,799,731,682 -$36,229,775 $206.20 415
2020 Q1 37,872,213 $7,285,709,556 -$278,637,183 $192.42 415
2019 Q4 39,022,907 $10,799,971,496 +$139,093,944 $276.84 430
2019 Q3 38,745,636 $10,307,286,997 +$246,605,493 $266.09 426
2019 Q2 37,763,177 $9,331,138,530 +$71,886,423 $247.18 434
2019 Q1 37,717,182 $8,147,786,317 -$14,528,844 $215.96 408
2018 Q4 37,696,514 $8,208,709,897 -$207,445,626 $217.76 414
2018 Q3 38,598,749 $8,817,091,201 +$41,313,882 $228.47 398
2018 Q2 38,441,897 $8,863,419,399 +$63,604,282 $230.48 436
2018 Q1 37,880,271 $9,726,735,412 +$130,646,277 $256.82 457
2017 Q4 37,873,244 $8,378,992,973 -$325,380,528 $221.26 431
2017 Q3 38,901,438 $8,882,783,944 +$76,634,543 $228.39 435
2017 Q2 38,439,823 $9,786,756,699 +$210,755,666 $254.59 434
2017 Q1 37,796,670 $8,838,706,894 +$907,872,154 $233.81 384
2016 Q4 37,675,638 $8,143,532,829 +$62,014,267 $216.40 394
2016 Q3 37,719,993 $7,160,697,043 -$256,731,754 $189.97 371
2016 Q2 39,082,381 $7,138,266,238 -$193,600,708 $182.67 381
2016 Q1 40,104,263 $7,913,251,425 -$24,322,499 $197.43 374
2015 Q4 40,230,556 $7,367,911,823 -$87,145,566 $183.09 383
2015 Q3 40,718,069 $7,057,297,160 -$207,083,045 $173.34 369
2015 Q2 41,965,957 $7,637,052,225 -$159,148,446 $182.01 372
2015 Q1 42,848,627 $7,420,162,004 -$39,737,609 $174.00 387
2014 Q4 43,184,654 $7,355,668,290 +$119,332,301 $170.30 361
2014 Q3 42,462,355 $6,883,847,431 -$44,995,998 $162.01 334
2014 Q2 42,723,533 $6,855,939,297 -$91,354,326 $160.49 357
2014 Q1 43,471,945 $6,651,782,185 -$204,452,871 $153.05 348