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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 2025
the date the book describes
Filed
14 Nov 2025
latest of these filings; the earliest 29 Oct 2025
Managers listing it
12
at least, of 95 tracked, among listed positions
Comparable managers
95
filed both Q2 2025 and Q3 2025; 10 listed it in both
Shares listed
5,031,074
combined, among listed positions
Reported value
$1.8bn
combined, at the quarter end

Among the 95 comparable managers: 7 buyers (opened or added shares) and 5 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 Q3 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q2 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

12 of 12 holders

ActionFiling
AQR Capital Management LLC2,011,033$695m0.45%Added+830,41814 Nov 2025 (the filing on sec.gov)
Wellington Management Group LLP1,237,587$433m0.08%Trimmed-218,41514 Nov 2025 (the filing on sec.gov)
MFS Investment Management652,194$228m0.07%Added+29,58629 Oct 2025 (the filing on sec.gov)
AllianceBernstein LP291,886$102munder 0.1%Addedn.a.14 Nov 2025 (the filing on sec.gov)
Balyasny Asset Management LLC177,321$62m0.08%Trimmed-159,37114 Nov 2025 (the filing on sec.gov)
Janus Henderson Group Ltd139,188$49munder 0.1%Added+7,21714 Nov 2025 (the filing on sec.gov)
Renaissance Technologies LLC135,800$48m0.06%Trimmed-65,50013 Nov 2025 (the filing on sec.gov)
Bridgewater Associates LP113,362$40m0.16%Trimmed-3,43013 Nov 2025 (the filing on sec.gov)
Voloridge Investment Management LLC84,880$30m0.10%Trimmed-37,74114 Nov 2025 (the filing on sec.gov)
Two Sigma Investments LP82,337$29munder 0.1%Added+10,05714 Nov 2025 (the filing on sec.gov)
Artisan Partners LP73,144$26munder 0.1%Added+50,76912 Nov 2025 (the filing on sec.gov)
Woodline Partners LP32,342$11m0.05%Newnew14 Nov 2025 (the filing on sec.gov)

Largest increases and reductions, by shares

Q2 2025 to Q3 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 (0)

No exit shown by a manager’s own filing.

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 →