Which funds own EG
Everest Group LTD in the Q2 2026 filings. At least 6 of the 91 current managers on file reported a position, worth $1.6bn between them. It is among the largest positions of fewer than a fifth of the current managers on file. The quarter went one way: 5 managers opened or added against 1 cutting.
- Managers holding
- 6
- at least, of 91 current
- Combined value
- $1.6bn
- as reported
- Opened
- 0
- new this quarter
- Added to
- 5
- already held
- Trimmed or sold out
- 1
- 0 sold out entirely
Only each manager’s largest 200 positions are listed here, so a smaller holder may be missing.
Managers reporting a position
Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.
| Manager | Value | Weight | Shares | Change on the quarter | Action |
|---|---|---|---|---|---|
| MFS Investment Management Long-only · $315bn book | $660m | 0.2% | 964,755 | +$408m+202,355 | Added |
| AQR Capital Management LLC Quantitative · $287bn book | $502m | 0.2% | 1,404,638 | +$57m+38,743 | Added |
| AllianceBernstein LP Long-only · $302bn book | $341m | 0.1% | 1,043,298 | +$94m+314,177 | Added |
| Woodline Partners LP Long/short equity · $32.4bn book | $57m | 0.2% | 159,541 | +$54m+151,519 | Added |
| Voloridge Investment Management LLC Quantitative · $23.5bn book | $44m | 0.2% | 124,207 | -$16m-61,492 | Trimmed |
| Bridgewater Associates LP Macro · $24.4bn book | $26m | 0.1% | 72,182 | +$20m+54,602 | Added |
Ownership through time
At least 14 of the 95 managers whose filings are on file listed EG in Q2 2026, against 7 in Q2 2013. 1 manager more than in Q1 2026: 2 listed it again; 1 no longer listed it among the positions read, which can mean a holding below the listed range, a filing that reported no holdings, or a filing not yet made.
Each manager’s largest 500 positions a quarter are read, so a small holding in a very large book can be missing, and a manager is counted as leaving only where its own filing shows it.
- Q2 2013: 7
- Q3 2013: 7
- Q4 2013: 6
- Q1 2014: 5
- Q2 2014: 6
- Q3 2014: 4
- Q4 2014: 8
- Q1 2015: 10
- Q2 2015: 6
- Q3 2015: 7
- Q4 2015: 8
- Q1 2016: 6
- Q2 2016: 13
- Q3 2016: 8
- Q4 2016: 9
- Q1 2017: 7
- Q2 2017: 10
- Q3 2017: 9
- Q4 2017: 8
- Q1 2018: 10
- Q2 2018: 7
- Q3 2018: 4
- Q4 2018: 8
- Q1 2019: 10
- Q2 2019: 11
- Q3 2019: 8
- Q4 2019: 9
- Q1 2020: 11
- Q2 2020: 7
- Q3 2020: 8
- Q4 2020: 8
- Q1 2021: 8
- Q2 2021: 11
- Q3 2021: 9
- Q4 2021: 10
- Q1 2022: 9
- Q2 2022: 9
- Q3 2022: 11
- Q4 2022: 11
- Q1 2023: 14
- Q2 2023: 19
- Q3 2023: 21
- Q4 2023: 16
- Q1 2024: 12
- Q2 2024: 9
- Q3 2024: 15
- Q4 2024: 17
- Q1 2025: 15
- Q2 2025: 14
- Q3 2025: 12
- Q4 2025: 13
- Q1 2026: 13
- Q2 2026: 14
- Q2 2013: $930m
- Q3 2013: $1.0bn
- Q4 2013: $1.1bn
- Q1 2014: $944m
- Q2 2014: $1.0bn
- Q3 2014: $904m
- Q4 2014: $991m
- Q1 2015: $902m
- Q2 2015: $882m
- Q3 2015: $758m
- Q4 2015: $680m
- Q1 2016: $603m
- Q2 2016: $732m
- Q3 2016: $652m
- Q4 2016: $592m
- Q1 2017: $662m
- Q2 2017: $789m
- Q3 2017: $736m
- Q4 2017: $787m
- Q1 2018: $1.0bn
- Q2 2018: $1.0bn
- Q3 2018: $862m
- Q4 2018: $893m
- Q1 2019: $948m
- Q2 2019: $1.2bn
- Q3 2019: $1.3bn
- Q4 2019: $1.5bn
- Q1 2020: $878m
- Q2 2020: $749m
- Q3 2020: $779m
- Q4 2020: $775m
- Q1 2021: $757m
- Q2 2021: $936m
- Q3 2021: $791m
- Q4 2021: $971m
- Q1 2022: $830m
- Q2 2022: $844m
- Q3 2022: $769m
- Q4 2022: $1.1bn
- Q1 2023: $1.2bn
- Q2 2023: $2.0bn
- Q3 2023: $2.4bn
- Q4 2023: $1.9bn
- Q1 2024: $2.5bn
- Q2 2024: $2.6bn
- Q3 2024: $2.0bn
- Q4 2024: $1.8bn
- Q1 2025: $1.6bn
- Q2 2025: $1.5bn
- Q3 2025: $1.8bn
- Q4 2025: $1.8bn
- Q1 2026: $1.5bn
- Q2 2026: $2.1bn
Between the quarter ends of Q1 2026 and Q2 2026. Each change in shares is valued at the Q2 2026 price, so the price’s own move is left out; a 13F shows the two quarter ends, not when in between anything was bought or sold.
Started in Q2 2026
No manager on file started a position.
Largest increases, by shares
- MFS Investment Management762,400 to 964,755 shares+$139m
- AllianceBernstein LP729,121 to 1,043,298 shares+$103m
- Bridgewater Associates LP17,580 to 72,182 shares+$20m
- AQR Capital Management LLC1,365,895 to 1,404,638 shares+$14m
- Hudson Bay Capital Management LP20,299 to 32,811 shares+$4.5m
Largest decreases, by shares
- Wellington Management Group LLP971,869 to 470,633 shares-$179m
- Balyasny Asset Management LLC289,912 to 162,213 shares-$46m
- Voloridge Investment Management LLC185,699 to 124,207 shares-$22m
- Renaissance Technologies LLC162,100 to 155,840 shares-$2.2m
- Holocene Advisors LP14,625 to 11,860 shares-$988k
Left it
No manager on file is shown leaving it.
What EG is worth
Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.
Build the comp set around EG →How much of the picture this is
A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.
What to do with a name the funds are buying
Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.
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The holdings, every quarter, and the week between
One email a week on what moved in the market and what it means for the people interviewing into it, with the 13F changes the quarter they are filed.
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