Everest EG Institutional Ownership

NYSE EG

$394.64 +1.45 (+0.37%)

As of: Oct 21, 2026 · 3:59 PM EDT

Institutions by Trading Activity

684 Institutions

Increased 341 49.9%

Unchanged 91 13.3%

Reduced 252 36.8%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

52.18%

▲+2.99 pp QoQ

Shares Held by Institutions

38.88Mn

of 74.50Mn outstanding

▲+6.08% QoQ

Shares Outstanding

74.50Mn

35.62Mn held outside 13F filers

Institutional Investors

684

filed 13F for Jun 2026

▲+18 vs prior quarter

Net Shares Added (QoQ)

+2.23Mn

accumulated since last quarter

Value of Holdings

$15.29Bn

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

Updated Oct 16, 2026

Everest Group, Ltd. (NYSE:EG) appeared in the 13F filings of 683 institutional investors for the quarter ended June 30, 2026.

Collectively, these holders controlled 52.18% of Everest's outstanding shares in Q2 2026, up from 49.19% in Q1 2026.
Total shares held in EG rose 6.08% from Q1 2026; the number of holders rose 2.40% from Q2 2025.
Looking at the 683 holders of EG individually, 340 added to their positions, 252 reduced their stakes and 91 left their positions unchanged.
The aggregate institutional position in Everest was 38.88Mn shares at the end of Q2 2026, up 2.23Mn from the prior quarter and down 435.34K from a year earlier.
As of June 30, 2026, the biggest holder of Everest was BlackRock, Inc. with 3.22Mn shares, or 4.32% of shares outstanding.
Holders that added the most shares of Everest in Q2 2026 were First Trust Advisors LP (+492.74K shares), AllianceBernstein L.P. (+314.18K shares), Arrowstreet Capital, Limited Partnership (+256.57K shares), Massachusetts Financial Services Co (+202.35K shares) and Woodline Partners LP (+151.52K shares).
Among holders that kept a stake in Everest, the biggest sellers in Q2 2026 were Wellington Management Group LLP (-501.24K shares), Vulcan Value Partners, LLC (-324.96K shares), UBS Asset Management Americas (-313.89K shares), AustralianSuper Pty Ltd (-241.34K shares) and Citadel Advisors LLC (-150.61K shares).
Per Business Quant data, the 10 largest holders of Everest at the end of Q2 2026 were BlackRock, Inc. (3.22Mn shares), Vanguard Capital Management LLC (2.58Mn shares), Vanguard Portfolio Management LLC (2.07Mn shares), Norges Bank (1.93Mn shares), State Street Corp (1.84Mn shares), AQR Capital Management LLC (1.4Mn shares), Geode Capital Management, LLC (1.16Mn shares), AllianceBernstein L.P. (1.04Mn shares), Vulcan Value Partners, LLC (1.04Mn shares) and Barrow Hanley Mewhinney & Strauss LLC (981.77K shares).

Form 13F Holdings

685 Institutional Holders

Report period 30 Jun, 2026

Total shares held 38.88Mn

Of outstanding 52.18%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	3,220,769	4.32%	▼76,816	-2.33%	$1.15Bn
2	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	2,583,110	3.47%	▼50,612	-1.92%	$922.76Mn
3	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	2,068,927	2.78%	▼99,163	-4.57%	$739.08Mn
4	NORGES BANK	0001374170	1,929,157	2.59%	▲1,929,157	0.00%	$689.15Mn
5	State Street Corp	0000093751	1,844,732	2.48%	▼5,582	-0.30%	$658.99Mn
6	AQR CAPITAL MANAGEMENT LLC	0001167557	1,404,638	1.89%	▲38,743	+2.84%	$501.78Mn
7	GEODE CAPITAL MANAGEMENT, LLC	0001214717	1,155,825	1.55%	▼27,996	-2.36%	$411.38Mn
8	ALLIANCEBERNSTEIN L.P.	0001109448	1,043,298	1.40%	▲314,177	+43.09%	$341.00Mn
9	Vulcan Value Partners, LLC	0001556785	1,036,906	1.39%	▼324,959	-23.86%	$370.41Mn
10	BARROW HANLEY MEWHINNEY & STRAUSS LLC	0000313028	981,772	1.32%	▼46,468	-4.52%	$350.72Mn
11	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	0000912938	964,755	1.29%	▲202,355	+26.54%	$660.41Mn
12	Invesco Ltd.	0000914208	871,481	1.17%	▲59,210	+7.29%	$311.32Mn
13	ALTRINSIC GLOBAL ADVISORS LLC	0001167388	760,522	1.02%	▼17,349	-2.23%	$271.68Mn
14	FIRST TRUST ADVISORS LP	0001125816	614,688	0.83%	▲492,739	+404.05%	$219.58Mn
15	Boston Partners	0001386060	576,832	0.77%	▲68,260	+13.42%	$206.08Mn
16	DIMENSIONAL FUND ADVISORS LP	0000354204	487,758	0.65%	▲72,835	+17.55%	$174.25Mn
17	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	0001644956	479,877	0.64%	▼26,289	-5.19%	$171.43Mn
18	WELLINGTON MANAGEMENT GROUP LLP	0000902219	470,633	0.63%	▼501,236	-51.57%	$168.12Mn
19	Morgan Stanley	0000895421	467,462	0.63%	▲57,103	+13.92%	$166.99Mn
20	DONALD SMITH & CO., INC.	0000814375	428,873	0.58%	▼31,302	-6.80%	$153.21Mn

Showing 1 to 20 of 685 holders