Everest Group, Ltd. (EG) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

40,979,955Shares Outstanding

333,062Shares held by institutions

$115,249,444Value of institutional holdings

93.24%Institutional ownership %

4.31%Shares Changed QoQ

646No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

A total of 646 institutions have reported a stake in Everest Group, Ltd. (NYSE:EG) as of December 2025, according to recent 13F filings with the SEC.

Everest saw its institutional ownership percentage fell to 93.2% in December 2025 from 94.1% in September 2025.
On a quarter-over-quarter basis, institutional holdings shifted by 4.31%, with a year-over-year a decrease of 4.86% in the count of filers.
Among the 646 institutional holders of Everest, 290 added to their stakes while 269 trimmed their positions and 87 held steady.
Collectively, institutional investors increased their stake in Everest to 38.21Mn shares as of December 2025, a change that is up by 1.58Mn shares quarter on quarter and down 2.34Mn shares year over year.
With 5.37Mn shares, VANGUARD GROUP INC commands the largest institutional position in Everest as of December 31, 2025, equating to 13.11% of the company.
Among the most significant buyers of Everest during December 2025 were NORGES BANK (1.86Mn), ALLIANCEBERNSTEIN L.P. (348.87K), BALYASNY ASSET MANAGEMENT L.P. (321.38K), FULLER & THALER ASSET MANAGEMENT, INC. (298.39K), CITADEL ADVISORS LLC (126.81K).
Leading sellers of Everest stock in December 2025 included AQR CAPITAL MANAGEMENT LLC (344.95K), FIRST TRUST ADVISORS LP (282.37K), BANK OF MONTREAL /CAN/ (176.47K), ASSETMARK, INC (143.06K), JOHNSON INVESTMENT COUNSEL INC (141.38K).
The top 10 institutional holders of Everest for the quarter ending December 2025 included VANGUARD GROUP INC (5.37Mn), BlackRock, Inc. (3.36Mn), STATE STREET CORP (1.91Mn), NORGES BANK (1.86Mn), AQR CAPITAL MANAGEMENT LLC (1.67Mn), Vulcan Value Partners, LLC (1.51Mn), WELLINGTON MANAGEMENT GROUP LLP (1.21Mn), GEODE CAPITAL MANAGEMENT, LLC (1.17Mn), BARROW HANLEY MEWHINNEY & STRAUSS LLC (948.27K), ALTRINSIC GLOBAL ADVISORS LLC (865.24K).

646 Institutional Holders

333,062 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
VANGUARD GROUP INC	31 Dec, 2025	5,370,898	-131,308	-2.39%	$1,822,614,236.00
BlackRock, Inc.	31 Dec, 2025	3,355,303	-31,257	-0.92%	$1,138,622,002.00
STATE STREET CORP	31 Dec, 2025	1,906,692	7,806	0.41%	$647,035,930.00
NORGES BANK	31 Dec, 2025	1,857,307	1,857,307	0.00%	$630,277,130.00
AQR CAPITAL MANAGEMENT LLC	31 Dec, 2025	1,666,087	-344,946	-17.15%	$565,386,810.00
Vulcan Value Partners, LLC	31 Dec, 2025	1,509,740	92,274	6.51%	$512,288.00
WELLINGTON MANAGEMENT GROUP LLP	31 Dec, 2025	1,212,077	-25,510	-2.06%	$411,318,330.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	1,170,210	4,978	0.43%	$395,670,986.00
BARROW HANLEY MEWHINNEY & STRAUSS LLC	31 Dec, 2025	948,270	-51,311	-5.13%	$321,795,424.00
ALTRINSIC GLOBAL ADVISORS LLC	31 Dec, 2025	865,243	-40,815	-4.50%	$293,620,213.00
Boston Partners	31 Dec, 2025	741,524	12,505	1.72%	$251,621,315.00
MASSACHUSETTS FINANCIAL SERVICES CO /MA/	31 Dec, 2025	645,475	-6,719	-1.03%	$219,041,940.00
ALLIANCEBERNSTEIN L.P.	31 Dec, 2025	640,752	348,866	119.52%	$217,439,191.00
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	31 Dec, 2025	584,301	-67,173	-10.31%	$198,282,544.00
BALYASNY ASSET MANAGEMENT L.P.	31 Dec, 2025	498,697	321,376	181.24%	$169,232,827.00
DONALD SMITH & CO., INC.	31 Dec, 2025	435,696	44,272	11.31%	$147,853,438.00
VICTORY CAPITAL MANAGEMENT INC	31 Dec, 2025	431,177	104,300	31.91%	$146,319,915.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	429,392	-43,597	-9.22%	$145,719,673.00
MORGAN STANLEY	31 Dec, 2025	425,241	-14,598	-3.32%	$144,306,122.00
Polar Capital Holdings Plc	31 Dec, 2025	403,500	-7,000	-1.71%	$136,927,725.00

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