EG Institutional Ownership & Shareholders
EVEREST GROUP LTD (EG) is currently held by 690 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $14.23B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Blackrock, Inc. is currently the largest disclosed institutional shareholder of EG tracked by InsiderSet, reporting ownership valued at approximately $1.15B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $1.32B, representing an estimated gain of +15.04% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 45% of the total disclosed EG value among the investors covered in this analysis. Major shareholders include Blackrock, Inc., Vanguard Capital Management Llc, Vanguard Portfolio Management Llc, and several other long-term asset managers with concentrated positions in EVEREST GROUP LTD (EG).
This page ranks the largest institutional EG shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
690
Total Reported Value
$14.23B
Largest Holder
Blackrock, Inc.
Largest Position
$1.15B
Insider Transactions (90d)
6
Latest Filing Quarter
Q2 2026
New Institutional Positions
54
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Blackrock, Inc. | 0.02% | 3,220,769 | $1,150,555,192 | $1,323,639,436 | +$173,084,244 | +15.04% | |
| Vanguard Capital Management Llc | 0.02% | 2,583,110 | $922,764,385 | $1,061,580,717 | +$138,816,332 | +15.04% | |
| Vanguard Portfolio Management Llc | 0.03% | 2,068,927 | $739,082,792 | $850,266,929 | +$111,184,137 | +15.04% | |
| Norges Bank | 0.07% | 1,929,157 | $689,152,755 | $792,825,652 | +$103,672,897 | +15.04% | |
| Massachusetts Financial Services Co | 0.21% | 964,755 | $660,413,960 | $396,485,362 | -$263,928,598 | -39.96% | |
| State Street Corp | 0.02% | 1,844,732 | $658,993,612 | $758,129,510 | +$99,135,898 | +15.04% | |
| Aqr Capital Management Llc | 0.17% | 1,404,638 | $501,778,827 | $577,264,079 | +$75,485,252 | +15.04% | |
| Geode Capital Management, Llc | 0.02% | 1,155,825 | $411,378,662 | $475,009,400 | +$63,630,738 | +15.47% | |
| Vulcan Value Partners | C.T. Fitzpatrick | 11.28% | 1,036,906 | $370,414,055 | $426,137,259 | +$55,723,204 | +15.04% |
| Barrow Hanley Mewhinney & Strauss Llc | 1.06% | 981,772 | $350,718,412 | $403,478,839 | +$52,760,427 | +15.04% | |
| Alliancebernstein L.P. | 0.11% | 1,043,298 | $341,001,951 | $428,764,179 | +$87,762,228 | +25.74% | |
| Invesco Ltd. | 0.02% | 871,481 | $311,319,312 | $358,152,547 | +$46,833,235 | +15.04% | |
| Altrinsic Global Advisors Llc | 9.98% | 760,522 | $271,681,275 | $312,551,726 | +$40,870,451 | +15.04% | |
| First Trust Advisors Lp | 0.13% | 614,688 | $219,584,885 | $252,618,327 | +$33,033,442 | +15.04% | |
| Boston Partners | 0.18% | 576,832 | $206,076,008 | $237,060,647 | +$30,984,639 | +15.04% | |
| Dimensional Fund Advisors Lp | 0.03% | 487,758 | $174,254,566 | $200,453,905 | +$26,199,339 | +15.04% | |
| William Blair Investment Management, Llc | 0.52% | 479,877 | $171,426,461 | $197,215,051 | +$25,788,590 | +15.04% | |
| Wellington Management Group Llp | 0.03% | 470,633 | $168,124,226 | $193,416,044 | +$25,291,818 | +15.04% | |
| Morgan Stanley | 0.01% | 467,462 | $166,992,472 | $192,112,858 | +$25,120,386 | +15.04% | |
| Donald Smith & Co. | Donald G. Smith | 2.71% | 428,873 | $153,206,302 | $176,253,937 | +$23,047,635 | +15.04% |
| Hsbc Holdings Plc | 0.07% | 410,228 | $146,694,511 | $168,591,401 | +$21,896,890 | +14.93% | |
| Lsv Asset Management | 0.25% | 386,250 | $137,980,000 | $158,737,163 | +$20,757,163 | +15.04% | |
| Northern Trust Corp | 0.02% | 378,461 | $135,197,623 | $155,536,117 | +$20,338,494 | +15.04% | |
| Charles Schwab Investment Management Inc | 0.02% | 359,268 | $128,341,308 | $147,648,370 | +$19,307,062 | +15.04% | |
| Fuller & Thaler Asset Management, Inc. | 0.33% | 342,042 | $122,187,799 | $140,569,001 | +$18,381,202 | +15.04% | |
| Polar Capital Holdings Plc | 0.33% | 329,500 | $117,707,285 | $135,414,615 | +$17,707,330 | +15.04% | |
| Assetmark, Inc | 0.19% | 301,424 | $110,071,046 | $123,876,221 | +$13,805,175 | +12.54% | |
| Bank Of America Corp | 0.01% | 302,612 | $108,102,042 | $124,364,454 | +$16,262,412 | +15.04% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.02% | 315,652 | $103,170,857 | $129,723,502 | +$26,552,645 | +25.74% | |
| Talaria Asset Management Pty Ltd | 21.54% | 281,800 | $100,667,414 | $115,811,346 | +$15,143,932 | +15.04% | |
| Arrowstreet Capital, Limited Partnership | 0.04% | 279,439 | $99,823,994 | $114,841,046 | +$15,017,052 | +15.04% | |
| Victory Capital Management Inc | 0.06% | 279,342 | $99,789,343 | $114,801,182 | +$15,011,839 | +15.04% | |
| Ubs Group Ag | 0.02% | 273,904 | $97,846,727 | $112,566,327 | +$14,719,600 | +15.04% | |
| Earnest Partners Llc | 0.35% | 271,712 | $97,063,678 | $111,665,481 | +$14,601,803 | +15.04% | |
| Legal & General Group Plc | 0.02% | 269,461 | $96,259,551 | $110,740,387 | +$14,480,836 | +15.04% | |
| Causeway Capital Management | Sarah Ketterer | 0.98% | 252,702 | $90,272,674 | $103,852,941 | +$13,580,267 | +15.04% |
| Goldman Sachs Group Inc | 0.01% | 235,932 | $84,281,992 | $96,960,974 | +$12,678,982 | +15.04% | |
| Mackenzie Financial Corp | 0.09% | 221,823 | $81,003,105 | $91,162,598 | +$10,159,493 | +12.54% | |
| Vanguard Fiduciary Trust Co | 0.02% | 221,973 | $79,295,415 | $91,224,244 | +$11,928,829 | +15.04% | |
| Sei Investments Co | 0.06% | 201,953 | $72,142,725 | $82,996,624 | +$10,853,899 | +15.05% | |
| Bank Of New York Mellon Corp | 0.01% | 200,235 | $71,529,958 | $82,290,578 | +$10,760,620 | +15.04% | |
| Sg Americas Securities, Llc | 0.04% | 194,624 | $69,526,000 | $79,984,625 | +$10,458,625 | +15.04% | |
| Jacobs Levy Equity Management, Inc | 0.24% | 189,485 | $67,689,727 | $77,872,650 | +$10,182,923 | +15.04% | |
| Barclays Plc | 0.02% | 187,439 | $66,958,836 | $77,031,806 | +$10,072,970 | +15.04% | |
| Nuveen, Llc | 0.02% | 185,598 | $66,300,832 | $76,275,210 | +$9,974,378 | +15.04% | |
| Robeco Institutional Asset Management B.V. | 0.07% | 158,977 | $58,053,626 | $65,334,778 | +$7,281,152 | +12.54% | |
| Balyasny Asset Management L.P. | 0.11% | 162,213 | $57,947,350 | $66,664,677 | +$8,717,327 | +15.04% | |
| Deutsche Bank Ag\ | 0.02% | 161,837 | $57,813,033 | $66,510,152 | +$8,697,119 | +15.04% | |
| Woodline Partners Lp | 0.18% | 159,541 | $56,992,831 | $65,566,565 | +$8,573,734 | +15.04% | |
| Renaissance Technologies LLC | Jim Simons | 0.08% | 155,840 | $55,670,723 | $64,045,565 | +$8,374,842 | +15.04% |
Frequently asked questions about EG
Who are the largest institutional holders of EG?
The largest institutional holders of EG reported in the latest SEC Form 13F filings include Blackrock, Inc., Vanguard Capital Management Llc, Vanguard Portfolio Management Llc, Norges Bank, and Massachusetts Financial Services Co. InsiderSet ranks institutional holders by their latest reported EG position.
What is EG institutional ownership?
This page tracks EG positions reported by institutional investment managers through SEC Form 13F. EVEREST GROUP LTD (EG) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own EG?
InsiderSet currently tracks 690 institutional managers reporting EG holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of EG shareholders.
How much EG stock do institutions own?
Institutional investment managers disclosed approximately $14.23B in EG holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was EG institutional ownership last updated?
The latest EG institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional EG holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its EG position after the reporting date.
Are institutions buying or selling EG?
Institutional buying and selling can be analyzed by comparing EG positions across consecutive 13F reporting periods. InsiderSet's EG Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View EG ownership changes.
How has EG institutional ownership changed over time?
InsiderSet tracks EG institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.