Everest EG Institutional Ownership

NYSE EG

$364.93 -3.88 (-1.05%)

As of: Sep 30, 2026 · 3:59 PM EDT

Institutions by Trading Activity

684 Institutions

Increased 340 49.7%

Unchanged 91 13.3%

Reduced 253 37.0%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

101.11%

▲+9.03 pp QoQ

Shares Held by Institutions

39.23Mn

of 38.80Mn outstanding

▲+8.32% QoQ

Shares Outstanding

38.80Mn

-432.56K held outside 13F filers

Institutional Investors

684

filed 13F for Jun 2026

▲+18 vs prior quarter

Net Shares Added (QoQ)

+3.01Mn

accumulated since last quarter

Value of Holdings

$14.47Bn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Everest Group, Ltd. (NYSE:EG) has 684 institutional investors with active 13F positions as of June 2026.

Their combined ownership stood at 101.1% of outstanding shares in June 2026, up from 92.1% in March 2026.
They increased total shares held in Everest by 8.32% from last quarter, and the number of investors in EG increased 2.09% annually.
Among the 684 funds, 340 bought more Everest shares, 253 sold down, and 91 held their ground.
Altogether, these fund groups held 39.23Mn shares in EG by June 2026, up by 3.01Mn shares quarter on quarter, and down 82.25K shares year over year.
BlackRock, Inc. is the top holder of Everest as of June 30, 2026, with 3.22Mn shares representing 8.3% of outstanding stock.
The largest buyers of Everest for the quarter ending June 2026 were NORGES BANK (1.93Mn), FIRST TRUST ADVISORS LP (492.74K), Sixth Street Partners Management Company, L.P. (359.27K), ALLIANCEBERNSTEIN L.P. (314.18K), ARROWSTREET CAPITAL, LIMITED PARTNERSHIP (256.58K).
The biggest sellers of Everest for the quarter ending June 2026 included WELLINGTON MANAGEMENT GROUP LLP (501.24K), Vulcan Value Partners, LLC (324.96K), UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC (313.89K), AustralianSuper Pty Ltd (241.34K), CITADEL ADVISORS LLC (150.61K).
Everest's 10 largest shareholders as of June 2026 include BlackRock, Inc. (3.22Mn), VANGUARD CAPITAL MANAGEMENT LLC (2.58Mn), VANGUARD PORTFOLIO MANAGEMENT LLC (2.07Mn), NORGES BANK (1.93Mn), State Street Corp (1.84Mn), AQR CAPITAL MANAGEMENT LLC (1.4Mn), GEODE CAPITAL MANAGEMENT, LLC (1.16Mn), ALLIANCEBERNSTEIN L.P. (1.04Mn), Vulcan Value Partners, LLC (1.04Mn), BARROW HANLEY MEWHINNEY & STRAUSS LLC (981.77K) per Business Quant data.

Form 13F Holdings

683 Institutional Holders

Report period 30 Jun, 2026

Total shares held 39.23Mn

Of outstanding 101.11%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	3,220,769	8.30%	▼76,816	-2.33%	$1.15Bn
2	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	2,583,110	6.66%	▼50,612	-1.92%	$922.76Mn
3	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	2,068,927	5.33%	▼99,163	-4.57%	$739.08Mn
4	NORGES BANK	0001374170	1,929,157	4.97%	▲1,929,157	0.00%	$689.15Mn
5	State Street Corp	0000093751	1,844,732	4.75%	▼5,582	-0.30%	$658.99Mn
6	AQR CAPITAL MANAGEMENT LLC	0001167557	1,404,638	3.62%	▲38,743	+2.84%	$501.78Mn
7	GEODE CAPITAL MANAGEMENT, LLC	0001214717	1,155,825	2.98%	▼27,996	-2.36%	$411.38Mn
8	ALLIANCEBERNSTEIN L.P.	0001109448	1,043,298	2.69%	▲314,177	+43.09%	$341.00Mn
9	Vulcan Value Partners, LLC	0001556785	1,036,906	2.67%	▼324,959	-23.86%	$370.41Mn
10	BARROW HANLEY MEWHINNEY & STRAUSS LLC	0000313028	981,772	2.53%	▼46,468	-4.52%	$350.72Mn
11	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	0000912938	964,755	2.49%	▲202,355	+26.54%	$660.41Mn
12	Invesco Ltd.	0000914208	871,481	2.25%	▲59,210	+7.29%	$311.32Mn
13	ALTRINSIC GLOBAL ADVISORS LLC	0001167388	760,522	1.96%	▼17,349	-2.23%	$271.68Mn
14	FIRST TRUST ADVISORS LP	0001125816	614,688	1.58%	▲492,739	+404.05%	$219.58Mn
15	Boston Partners	0001386060	576,832	1.49%	▲68,260	+13.42%	$206.08Mn
16	DIMENSIONAL FUND ADVISORS LP	0000354204	487,758	1.26%	▲72,835	+17.55%	$174.25Mn
17	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	0001644956	479,877	1.24%	▼26,289	-5.19%	$171.43Mn
18	WELLINGTON MANAGEMENT GROUP LLP	0000902219	470,633	1.21%	▼501,236	-51.57%	$168.12Mn
19	Morgan Stanley	0000895421	467,462	1.20%	▲57,103	+13.92%	$166.99Mn
20	DONALD SMITH & CO., INC.	0000814375	428,873	1.11%	▼31,302	-6.80%	$153.21Mn

Showing 1 to 20 of 683 holders