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EG — EVEREST GROUP LTD

Reported value held$7.71B
Funds holding (latest)50
SectorFinancials

Index member: S&P 500

Funds holding (Q2 2026)42
Institutional value$5.55B · 14.75M sh
New / Add / Cut / Exit2 / 24 / 15 / 2
Top-5 / Top-10 concentration61.5% / 77.9%
Institutional holdings change Accumulating +13.5% (+1.75M sh)
Institutional value change Up +31.6%

As of Q2 2026, 42 SEC-registered investment managers reported holding EG (EVEREST GROUP LTD) in their latest 13F filings, with a combined reported value of $5.55B across 14.75M shares. That is +13.5% by share count (+1.75M shares) versus the previous quarter, while reported value moved +31.6%. Ownership is concentrated: the five largest holders account for 61.5% of reported value and the top ten for 77.9%.

Compared with the prior quarter, 2 opened new positions, 24 added to existing stakes, 15 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

EG is a constituent of the S&P 500 and is classified in the Financials sector.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

FundQuarterSharesValuePortfolio WeightChange
Vanguard Group history Q4 2025 5.37M $1.82B 0.03% Reduce
BlackRock Inc history Q2 2026 3.22M $1.15B 0.02% Reduce
Norges Bank Investment Management history Q2 2026 1.93M $689.15M 0.07% Add
MFS Investment Management history Q2 2026 964.75K $660.41M 0.22% Add
AQR Capital Management history Q2 2026 1.40M $501.78M 0.17% Add
Geode Capital Management history Q2 2026 1.16M $411.38M 0.02% Reduce
Invesco Ltd history Q2 2026 871.48K $311.32M 0.03% Add
Viking Global Investors history Q4 2023 652.30K $230.64M 0.85% Reduce
Wellington Management Group history Q2 2026 470.63K $168.12M 0.03% Reduce
Morgan Stanley history Q2 2026 467.46K $166.99M 0.01% Add
Northern Trust Corp history Q2 2026 378.46K $135.20M 0.02% Reduce
Charles Schwab Investment Management history Q2 2026 359.27K $128.34M 0.02% Add
Bank of America Corp history Q2 2026 302.61K $108.10M 0.01% Add
Arrowstreet Capital history Q2 2026 279.44K $99.82M 0.04% Add
UBS Group AG history Q2 2026 273.90K $97.85M 0.01% Add
Legal & General Investment Management America history Q2 2026 269.46K $96.26M 0.02% Add
Causeway Capital Management history Q2 2026 252.70K $90.27M 0.98% Add
Goldman Sachs Group history Q2 2026 235.93K $84.28M 0.01% Add
BNY Mellon history Q2 2026 200.24K $71.53M 0.01% Reduce
Balyasny Asset Management history Q2 2026 162.21K $57.95M 0.08% Reduce

View all 50 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 20 funds)

FundQ3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
BlackRock Inc — — — — — — — — — — — — 3.79M 3.56M 3.63M 3.49M 3.39M 3.36M 3.30M 3.22M
Norges Bank Investment Management — — — — — 414.21K — — — 572.07K — 897.52K — 1.35M — 1.77M — 1.86M — 1.93M
MFS Investment Management 1.06M 1.08M — 1.06M 1.06M 1.03M 932.63K 597.66K 529.68K 467.34K 463.88K 460.23K 490.69K 496.56K 552.97K 622.61K 652.19K 645.48K 762.40K 964.75K
AQR Capital Management 721.74K 714.10K 677.56K 681.94K 519.00K 397.95K 401.59K 407.55K 543.44K 751.32K 1.01M 1.03M 836.22K 750.83K 712.96K 1.18M 2.01M 1.67M 1.37M 1.40M
Geode Capital Management 743.15K 740.47K 775.30K 784.59K 808.86K 816.92K 832.28K 924.84K 959.62K 983.84K 1.04M 1.14M 1.16M 1.16M 1.21M 1.21M 1.17M 1.17M 1.18M 1.16M
Invesco Ltd 545.51K 576.92K 639.96K 712.65K 693.66K 447.07K 367.49K 533.05K 593.49K 487.30K 542.97K 789.04K 729.85K 855.12K 814.60K 680.23K 673.55K 743.19K 812.27K 871.48K
Wellington Management Group 5.06K 7.29K 6.16K 123.95K 113.42K 158.19K 264.62K 1.87M 1.82M 2.13M 3.99M 3.89M 2.21M 1.63M 1.56M 1.46M 1.24M 1.21M 971.87K 470.63K
Morgan Stanley 224.38K 287.76K 257.96K 464.84K 412.11K 431.00K 442.52K 430.73K 455.38K 647.69K 562.18K 542.63K 626.32K 608.08K 466.03K 444.33K 439.84K 425.24K 410.36K 467.46K
Northern Trust Corp 428.56K 418.32K 409.74K 406.41K 403.31K 397.98K 398.55K 416.40K 433.11K 418.83K 401.25K 374.98K 365.63K 419.48K 438.24K 410.47K 412.32K 402.55K 410.57K 378.46K
Charles Schwab Investment Management 288.09K 292.42K 299.93K 302.76K 307.18K 314.28K 315.24K 340.10K 367.49K 377.64K 386.93K 386.75K 383.06K 380.10K 385.99K 390.45K 343.47K 345.14K 354.80K 359.27K
Bank of America Corp 150.31K 198.62K 167.45K 280.85K 263.73K 243.23K 237.57K 182.69K 178.36K 200.47K 188.47K 176.98K 217.92K 153.06K 181.28K 186.65K 212.97K 216.62K 233.33K 302.61K
Arrowstreet Capital — — — — 5.27K — — 2.80K 4.04K 8.19K 46.41K — — — — — 12.65K 4.33K 22.86K 279.44K
UBS Group AG 55.28K 51.24K 44.45K 43.40K 37.00K 59.26K 50.24K 77.86K 64.16K 84.89K 97.95K 90.68K 210.94K 109.81K 247.47K 222.55K 217.91K 200.37K 225.66K 273.90K
Legal & General Investment Management America 291.21K 288.47K 309.77K 348.30K 322.26K 310.81K 309.38K 320.36K 315.83K 402.96K 455.37K 419.53K 410.63K 329.57K 263.43K 263.73K 282.94K 267.14K 267.50K 269.46K
Causeway Capital Management — — — — — — — — — — — — — — — — 175.69K 238.56K 250.01K 252.70K
Goldman Sachs Group 90.74K 117.12K 79.20K 90.38K 99.19K 77.30K 70.28K 87.00K 176.99K 125.67K 183.24K 107.68K 113.10K 113.84K 106.65K 260.81K 240.65K 170.45K 216.81K 235.93K
BNY Mellon 379.86K 346.11K 329.69K 327.01K 302.49K 605.75K 660.55K 850.74K 900.18K 463.67K 289.64K 290.47K 276.98K 269.44K 255.53K 241.75K 234.13K 217.27K 215.50K 200.24K
Balyasny Asset Management 2.02K 168.28K 208.68K 92.91K 185.49K 340.49K 372.87K 107.79K 333.19K 224.75K 24.56K — 1.30K 190.04K 244.89K 336.69K 177.32K 498.70K 289.91K 162.21K
Deutsche Bank AG 167.35K 170.28K 204.62K 175.25K 176.47K 74.36K 84.89K 84.73K 114.11K 114.68K 137.41K 170.75K 181.24K 232.73K 199.06K 197.38K 206.13K 164.88K 160.62K 161.84K
Amundi US 31.35K 50.18K 71.44K 77.10K 88.32K 159.43K 156.12K 168.91K 186.90K 184.85K 153.37K 154.53K 221.92K 104.56K 180.48K 175.49K 173.19K 127.24K 213.03K 157.42K

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