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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 Sep 2023
the date the book describes
Filed
15 Nov 2023
latest of these filings; the earliest 8 Nov 2023
Managers listing it
21
at least, of 95 tracked, among listed positions
Comparable managers
93
filed both Q2 2023 and Q3 2023; 16 listed it in both
Shares listed
6,414,431
combined, among listed positions
Reported value
$2.4bn
combined, at the quarter end

Managers listing EG in Q3 2023

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q2 2023, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

21 of 21 holders

ActionFiling
Wellington Management Group LLP1,815,374$675m0.14%Trimmed-58,38814 Nov 2023 (the filing on sec.gov)
Viking Global Investors LP808,459$300m1.22%Trimmed-229,72314 Nov 2023 (the filing on sec.gov)
Invesco Ltd593,487$221m0.06%Addedn.a.13 Nov 2023 (the filing on sec.gov)
AQR Capital Management LLC543,442$202m0.42%Added+135,88914 Nov 2023 (the filing on sec.gov)
MFS Investment Management529,682$197m0.07%Trimmed-67,9788 Nov 2023 (the filing on sec.gov)
AllianceBernstein LP485,739$181m0.08%Trimmed-14,21514 Nov 2023 (the filing on sec.gov)
Balyasny Asset Management LLC333,193$124m0.25%Added+225,40614 Nov 2023 (the filing on sec.gov)
Man Group PLC224,859$84m0.26%Added+36,04614 Nov 2023 (the filing on sec.gov)
Egerton Capital UK LLP223,093$83m0.96%Trimmed-66,86913 Nov 2023 (the filing on sec.gov)
Point72 Asset Management LP212,253$79m0.23%Added+34,82014 Nov 2023 (the filing on sec.gov)
Two Sigma Investments LP153,333$57m0.15%Trimmed-38,33214 Nov 2023 (the filing on sec.gov)
Marshall Wace LLP148,114$55m0.11%Added+20,67014 Nov 2023 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC137,375$51m0.40%Added+41,07514 Nov 2023 (the filing on sec.gov)
Squarepoint Ops LLC75,809$28m0.07%Addedn.a.14 Nov 2023 (the filing on sec.gov)
Two Sigma Advisers LP55,400$21m0.05%Added+24,50014 Nov 2023 (the filing on sec.gov)
Tudor Investment Corp24,095$9.0m0.09%Trimmed-30,19315 Nov 2023 (the filing on sec.gov)
Verition Fund Management LLC18,984$7.1m0.08%Addedn.a.14 Nov 2023 (the filing on sec.gov)
Bridgewater Associates LP18,740$7.0munder 0.1%Added+3,58013 Nov 2023 (the filing on sec.gov)
ExodusPoint Capital Management LP11,156$4.1munder 0.1%Addedn.a.13 Nov 2023 (the filing on sec.gov)
Winton Group Ltd1,180$439kunder 0.1%Added+18013 Nov 2023 (the filing on sec.gov)
Brevan Howard Capital Management LP664$247kunder 0.1%Newnew14 Nov 2023 (the filing on sec.gov)

Largest increases and reductions, by shares

Q2 2023 to Q3 2023, 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 (1)

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 →