EVEREST GROUP LTD (EG) Institutional Ownership Changes & 13F Activity

EVEREST GROUP LTD (EG). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings. This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Vulcan Value Partners, Renaissance Technologies LLC, Donald Smith & Co., Causeway Capital Management, and Sequoia Financial Advisors.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q4 2023Sequoia Financial AdvisorsBuy713713$252,106
Q3 2023Viking Global InvestorsSell-229,723808,459$300,479,957
Q3 2023Egerton Capital UKSell-66,869223,093$82,916,975
Q3 2023Donald Smith & Co.Sell-31,767266$98,864
Q3 2023Renaissance Technologies LLCBuy4002,600$966
Q2 2023Viking Global InvestorsBuy838,6771,038,182$354,912,899
Q2 2023Egerton Capital UKSell-116,684289,962$99,126,409
Q2 2023Renaissance Technologies LLCSell-4,7002,200$752
Q2 2023Donald Smith & Co.Buy232,033$10,950,801
Q1 2023Egerton Capital UKSell-42,655406,646$145,587,401
Q1 2023Donald Smith & Co.Sell-20,14132,031$11,467,739
Q1 2023Renaissance Technologies LLCBuy5,7006,900$2,470
Q4 2022Egerton Capital UKBuy449,301449,301$148,839,942
Q4 2022Renaissance Technologies LLCSell-19,4001,200$398
Q4 2022Donald Smith & Co.Buy1452,172$17,283,018
Q3 2022Renaissance Technologies LLCSell-64,20020,600$5,406
Q3 2022Donald Smith & Co.Sell-152,158$13,688
Q2 2022Renaissance Technologies LLCSell-23,00084,800$23,768
Q2 2022Donald Smith & Co.Buy1352,159$14,619
Q1 2022Renaissance Technologies LLCBuy34,700107,800$32,489
Q1 2022Donald Smith & Co.Buy4052,146$15,716
Q4 2021Renaissance Technologies LLCSell-67,51273,100$20,024
Q4 2021Donald Smith & Co.Buy352,106$14,273
Q3 2021Renaissance Technologies LLCSell-12,088140,612$35,263
Q3 2021Meritage GroupSell-5821,611$404
Q3 2021Donald Smith & Co.Buy1352,103$13,066
Q2 2021Longleaf PartnersBuy97,576498,778$125,697
Q2 2021Renaissance Technologies LLCBuy73,200152,700$38,482
Q2 2021Meritage GroupBuy2,1932,193$553
Q2 2021Donald Smith & Co.Buy6452,090$13,127

Frequently asked questions about EG activity

  • Which institutional owners are buying EG?

    Institutional owners buying EG include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in EG activity?

    "Buy" means an investor increased their reported position in EG compared to the prior reporting period. This reflects growing exposure to EVEREST GROUP LTD (EG) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in EG increasing?

    Institutional interest in EG can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

Related EG Institutional Insights