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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
31 Mar 2025
the date the book describes
Filed
27 Aug 2025
latest of these filings; the earliest 2 May 2025
Managers listing it
15
at least, of 95 tracked, among listed positions
Comparable managers
95
filed both Q4 2024 and Q1 2025; 12 listed it in both
Shares listed
4,510,631
combined, among listed positions
Reported value
$1.6bn
combined, at the quarter end

Among the 95 comparable managers: 8 buyers (opened or added shares) and 10 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 Q1 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2024, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

15 of 15 holders

ActionFiling
Wellington Management Group LLP1,560,754$567m0.11%Trimmed-73,65513 May 2025 (the filing on sec.gov)
Invesco Ltd814,598$296m0.06%Trimmed-40,52212 May 2025 (the filing on sec.gov)
AQR Capital Management LLC712,959$258m0.27%Trimmed-37,87515 May 2025 (the filing on sec.gov)
MFS Investment Management552,972$201m0.07%Added+56,4102 May 2025 (the filing on sec.gov)
Balyasny Asset Management LLC244,893$89m0.15%Added+54,85315 May 2025 (the filing on sec.gov)
Man Group PLC142,890$52m0.13%Trimmed-16,30915 May 2025 (the filing on sec.gov)
Janus Henderson Group Ltd100,902$37munder 0.1%Addedn.a.15 May 2025 (the filing on sec.gov)
Bridgewater Associates LP93,772$34m0.16%Added+49,57414 May 2025 (the filing on sec.gov)
Squarepoint Ops LLC91,451$33munder 0.1%Addedn.a.27 Aug 2025 (the filing on sec.gov)
Voloridge Investment Management LLC83,819$30m0.11%Trimmed-39,05315 May 2025 (the filing on sec.gov)
Woodline Partners LP46,064$17m0.11%Newnew15 May 2025 (the filing on sec.gov)
Artisan Partners LP21,086$7.7munder 0.1%Added+7,81914 May 2025 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC17,577$6.4munder 0.1%Trimmed-4,09115 May 2025 (the filing on sec.gov)
Holocene Advisors LP15,084$5.5munder 0.1%Added+2,91615 May 2025 (the filing on sec.gov)
Quantbot Technologies LP11,810$4.3m0.14%Trimmed-71013 May 2025 (the filing on sec.gov)

Largest increases and reductions, by shares

Q4 2024 to Q1 2025, 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 →