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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 2024
the date the book describes
Filed
14 Aug 2024
latest of these filings; the earliest 9 Aug 2024
Managers listing it
9
at least, of 95 tracked, among listed positions
Comparable managers
94
filed both Q1 2024 and Q2 2024; 7 listed it in both
Shares listed
6,863,375
combined, among listed positions
Reported value
$2.6bn
combined, at the quarter end

Among the 94 comparable managers: 5 buyers (opened or added shares) and 6 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing EG in Q2 2024

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q1 2024, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

9 of 9 holders

ActionFiling
Wellington Management Group LLP3,888,997$1.5bn0.26%Trimmed-100,89814 Aug 2024 (the filing on sec.gov)
AQR Capital Management LLC1,032,479$393m0.60%Added+17,88514 Aug 2024 (the filing on sec.gov)
Invesco Ltd789,040$301m0.06%Addedn.a.13 Aug 2024 (the filing on sec.gov)
MFS Investment Management460,233$175m0.05%Trimmed-3,6429 Aug 2024 (the filing on sec.gov)
AllianceBernstein LP346,781$132munder 0.1%Trimmed-50,59614 Aug 2024 (the filing on sec.gov)
Man Group PLC208,175$79m0.20%Added+105,48114 Aug 2024 (the filing on sec.gov)
Two Sigma Investments LP68,432$26m0.06%Addedn.a.14 Aug 2024 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC45,775$17m0.11%Trimmed-36,70614 Aug 2024 (the filing on sec.gov)
Bridgewater Associates LP23,463$8.9munder 0.1%Added+3,14614 Aug 2024 (the filing on sec.gov)

Largest increases and reductions, by shares

Q1 2024 to Q2 2024, 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 (0)

No new position among listed positions.

Exited (2)

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 →