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EG in the 13F filings

Everest Group LTD · CUSIP G3223R108

Sector · InsuranceTheme · Financial services· L3VLUP-defined
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023
Quarter end
30 Jun 2026
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 3 Aug 2026
Managers listing it
29
at least, of 95 tracked, among listed positions
Comparable managers
91
filed both Q1 2026 and Q2 2026; 13 listed it in both
Shares listed
6,334,896
combined, among listed positions
Reported value
$2.5bn
combined, at the quarter end

1 line marked †. Value as filed implies a price far from other filers'. Each counts in holders and value as filed, and is left out of the net change in shares.

AllianceBernstein LP. Values in this filing are at the previous quarter end's prices; its share count is the quarter end's.

Among the 91 comparable managers: 14 buyers (opened or added shares) and 18 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -138,061.

Managers listing EG in Q2 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q1 2026, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

29 of 29 holders

ActionFiling
MFS Investment Management† Value as filed implies a price far from other filers'.964,755$660m0.21%Added+202,3553 Aug 2026 (the filing on sec.gov)
AQR Capital Management LLC1,404,638$502m0.17%Added+38,74314 Aug 2026 (the filing on sec.gov)
AllianceBernstein LP1,043,298$341m0.11%Added+314,17714 Aug 2026 (the filing on sec.gov)
Invesco Ltd871,481$311munder 0.1%Added+59,21014 Aug 2026 (the filing on sec.gov)
Wellington Management Group LLP470,633$168munder 0.1%Trimmed-501,23614 Aug 2026 (the filing on sec.gov)
Arrowstreet Capital LP279,439$100munder 0.1%Added+256,57513 Aug 2026 (the filing on sec.gov)
Balyasny Asset Management LLC162,213$58m0.07%Trimmed-127,69914 Aug 2026 (the filing on sec.gov)
Woodline Partners LP159,541$57m0.18%Added+151,51914 Aug 2026 (the filing on sec.gov)
Renaissance Technologies LLC155,840$56m0.08%Trimmed-6,26013 Aug 2026 (the filing on sec.gov)
Janus Henderson Group Ltd146,313$52munder 0.1%Added+2514 Aug 2026 (the filing on sec.gov)
Voloridge Investment Management LLC124,207$44m0.19%Trimmed-61,49214 Aug 2026 (the filing on sec.gov)
Citadel Advisors LLC120,459$43munder 0.1%Trimmed-150,6142 Sep 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc97,850$35munder 0.1%Added+2,98014 Aug 2026 (the filing on sec.gov)
Fidelity (FMR LLC)83,760$30munder 0.1%Trimmed-16,25013 Aug 2026 (the filing on sec.gov)
Bridgewater Associates LP72,182$26m0.11%Added+54,60214 Aug 2026 (the filing on sec.gov)
Millennium Management LLC49,503$18munder 0.1%Added+35,64214 Aug 2026 (the filing on sec.gov)
Hudson Bay Capital Management LP32,811$12munder 0.1%Added+12,51214 Aug 2026 (the filing on sec.gov)
Man Group PLC29,039$10munder 0.1%Trimmed-6,50214 Aug 2026 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC15,606$5.6munder 0.1%Trimmed-6,74814 Aug 2026 (the filing on sec.gov)
Holocene Advisors LP11,860$4.2munder 0.1%Trimmed-2,76514 Aug 2026 (the filing on sec.gov)
Squarepoint Ops LLC9,737$3.5munder 0.1%Trimmed-10,71514 Aug 2026 (the filing on sec.gov)
Two Sigma Investments LP8,746$3.1munder 0.1%Trimmed-42,27014 Aug 2026 (the filing on sec.gov)
Susquehanna International Group LLP5,518$2.0munder 0.1%Trimmed-7,17314 Aug 2026 (the filing on sec.gov)
Brevan Howard Capital Management LP3,581$1.3munder 0.1%Added+2,87114 Aug 2026 (the filing on sec.gov)
Winton Group Ltd3,519$1.3munder 0.1%Trimmed-2,0087 Aug 2026 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q1 2026 to Q2 2026, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (1)

Exited (3)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
15 in Q3 2024 to 14 in Q2 2026

Tracked managers listing it, at least.

01020302014201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
EG by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20138$1.0bnn.a.n.a.
Q3 20137$1.0bnn.a.n.a.
Q4 20136$1.1bnn.a.n.a.
Q1 20145$944mn.a.n.a.
Q2 20146$1.0bnn.a.n.a.
Q3 20144$904mn.a.n.a.
Q4 20148$991mn.a.n.a.
Q1 201510$902mn.a.n.a.
Q2 20156$882mn.a.n.a.
Q3 20157$758mn.a.n.a.
Q4 20158$680mn.a.n.a.
Q1 20166$603mn.a.n.a.
Q2 201613$732mn.a.n.a.
Q3 20168$652mn.a.n.a.
Q4 20169$592mn.a.n.a.
Q1 20177$662mn.a.n.a.
Q2 201710$789mn.a.n.a.
Q3 20179$736mn.a.n.a.
Q4 20178$787mn.a.n.a.
Q1 201810$1.0bnn.a.n.a.
Q2 20187$1.0bnn.a.n.a.
Q3 20184$862mn.a.n.a.
Q4 20188$893mn.a.n.a.
Q1 201910$948mn.a.n.a.
Q2 201911$1.2bnn.a.n.a.
Q3 20198$1.3bnn.a.n.a.
Q4 20199$1.5bnn.a.n.a.
Q1 202011$878mn.a.n.a.
Q2 20207$749mn.a.n.a.
Q3 20208$779mn.a.n.a.
Q4 20208$775mn.a.n.a.
Q1 20218$757mn.a.n.a.
Q2 202111$936mn.a.n.a.
Q3 20219$791mn.a.n.a.
Q4 202110$971mn.a.n.a.
Q1 20229$830mn.a.n.a.
Q2 20229$844mn.a.n.a.
Q3 202211$769mn.a.n.a.
Q4 202211$1.1bnn.a.n.a.
Q1 202314$1.2bnn.a.n.a.
Q2 202319$2.0bnn.a.n.a.
Q3 202321$2.4bnn.a.n.a.
Q4 202316$1.9bn89
Q1 202412$2.5bn58
Q2 20249$2.6bn56
Q3 202415$2.0bn96
Q4 202417$1.8bn144
Q1 202515$1.6bn810
Q2 202514$1.5bn131
Q3 202512$1.8bn75
Q4 202513$1.8bn2212
Q1 202613$1.5bn1719
Q2 202614$2.1bn1418

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

EG and V →EG and AXP →EG and BAC →Choose a stock to compare with EG →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own EG, latest filings →Back to the 13F Explorer →