Everest Group, Ltd. 13F holders
694 funds reported a position in Everest Group, Ltd. in their 13F for the quarter ended 30 June 2026, together 38.9 million shares worth $14.19 billion. Against the quarter before, 66 opened a position, 260 added, 257 trimmed and 57 sold out; together they bought a net 411,712 shares. The largest holders: BlackRock, Inc., Vanguard Capital Management LLC and Vanguard Portfolio Management LLC.
Funds holding694+21 on Q1 2026
Shares they held38.9Mworth $14.19 billion
Net bought on the quarter411,712 sharesabout $150.0 million at the funds' values
Funds buying to selling326 to 314opened or added, to cut or sold
Opened 66Added 260Held 107Trimmed 257Sold out 57
What each fund did in EG against its 13F for the quarter before; a change under 0.1% of a holding counts as held
Funds reporting a position in EG in their 13F, each quarter; hover a bar for the shares they held
Filed so far for the quarter to 30 September 2026
4,696 funds have filed their 13F for the quarter so far; the rest are due by 16 November 2026. Of those, 319 reported a position in Everest Group, Ltd.: 27 opened one, 118 added, 83 trimmed and 23 sold out, a net 270,279 shares bought.
The largest moves in the name among the funds that have filed, against each fund's previous 13F.
The well-known funds
Of the 44 funds followed here, 1 reported a position in Everest Group, Ltd. in a 13F for the quarter ended 30 September 2026, and 7 more in a 13F for an earlier quarter, the latest each has filed. The largest: Norges Bank, 1.9 million shares worth $689.2 million, 0.1% of its reported book (its 13F for the quarter ended 30 June 2026). In the quarter, 0 funds added or opened a position and 1 trimmed or sold out; together they sold a net 69,077 shares, about $25.1 million at the funds' own value per share on 30 September 2026. A change under 0.1% of a holding counts as held.
| Fund | Shares | Value | Of its book | Change on the quarter | Status | Quarter ended | Filing |
|---|---|---|---|---|---|---|---|
| Norges Bank | 1,929,157 | $689.2 million | 0.1% | held | 30 June 2026, an earlier quarter | 13F | |
| Geode Capital Management | 1,086,748 | $395.4 million | 0.0% | -69,077 | trimmed | 30 September 2026 | 13F |
| Renaissance Technologies | 155,840 | $55.7 million | 0.1% | -6,260 | trimmed | 30 June 2026, an earlier quarter | 13F |
| Citadel Advisors | 120,459 | $43.0 million | 0.0% | -150,614 | trimmed | 30 June 2026, an earlier quarter | 13F |
| FMR LLC | 83,760 | $29.9 million | 0.0% | -16,250 | trimmed | 30 June 2026, an earlier quarter | 13F |
| Bridgewater Associates | 72,182 | $25.8 million | 0.1% | +54,602 | added | 30 June 2026, an earlier quarter | 13F |
| Millennium Management | 49,503 | $17.7 million | 0.0% | +35,642 | added | 30 June 2026, an earlier quarter | 13F |
| Two Sigma Investments | 8,746 | $3.1 million | 0.0% | -42,270 | trimmed | 30 June 2026, an earlier quarter | 13F |
Value is what the fund reported.
Read more
Change is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.The largest holders
| Fund | Shares | Share of all | Value | Of its book | Change in shares | Filing |
|---|---|---|---|---|---|---|
| BlackRock, Inc. | 3,220,769 | 8.27% | $1.15 billion | 0.02% | -76,816 | 13F |
| Vanguard Capital Management LLC | 2,583,110 | 6.64% | $922.8 million | 0.02% | -50,612 | 13F |
| Vanguard Portfolio Management LLC | 2,068,927 | 5.32% | $739.1 million | 0.03% | -99,163 | 13F |
| Norges Bank | 1,929,157 | 4.96% | $689.2 million | 0.07% | 13F | |
| Massachusetts Financial Services Co. | 964,755 | 2.48% | $660.4 million | 0.21% | +202,355 | 13F |
| State Street Corp. | 1,844,732 | 4.74% | $659.0 million | 0.02% | -5,582 | 13F |
| AQR Capital Management LLC | 1,404,638 | 3.61% | $501.8 million | 0.17% | +38,743 | 13F |
| Geode Capital Management, LLC | 1,155,825 | 2.97% | $411.4 million | 0.02% | -27,996 | 13F |
| Vulcan Value Partners, LLC | 1,036,906 | 2.66% | $370.4 million | 11.28% | -324,959 | 13F |
| Barrow Hanley Mewhinney & Strauss LLC | 981,772 | 2.52% | $350.7 million | 1.06% | -46,468 | 13F |
| AllianceBernstein L.P. | 1,043,298 | 2.68% | $341.0 million | 0.11% | +314,177 | 13F |
| Invesco Ltd. | 871,481 | 2.24% | $311.3 million | 0.03% | +59,210 | 13F |
| Altrinsic Global Advisors LLC | 760,522 | 1.95% | $271.7 million | 9.97% | -17,349 | 13F |
| First Trust Advisors LP | 614,688 | 1.58% | $219.6 million | 0.13% | +492,739 | 13F |
| Boston Partners | 576,832 | 1.48% | $206.1 million | 0.18% | +68,260 | 13F |
| Dimensional Fund Advisors LP | 487,758 | 1.25% | $174.3 million | 0.03% | +72,835 | 13F |
| William Blair Investment Management, LLC | 479,877 | 1.23% | $171.4 million | 0.52% | -26,289 | 13F |
| Wellington Management Group LLP | 470,633 | 1.21% | $168.1 million | 0.03% | -501,236 | 13F |
| Morgan Stanley | 467,462 | 1.20% | $167.0 million | 0.01% | +57,103 | 13F |
| Donald Smith & Co., Inc. | 428,873 | 1.10% | $153.2 million | 2.71% | -31,302 | 13F |
| HSBC Holdings PLC | 410,228 | 1.05% | $146.7 million | 0.07% | -39,691 | 13F |
| LSV Asset Management | 386,250 | 0.99% | $138.0 million | 0.25% | -390 | 13F |
| Northern Trust Corp. | 378,461 | 0.97% | $135.2 million | 0.02% | -32,110 | 13F |
| Charles Schwab Investment Management Inc. | 359,268 | 0.92% | $128.3 million | 0.02% | +4,464 | 13F |
| Fuller & Thaler Asset Management, Inc. | 342,042 | 0.88% | $122.2 million | 0.33% | -10,068 | 13F |
| Polar Capital Holdings Plc | 329,500 | 0.85% | $117.7 million | 0.33% | -74,000 | 13F |
| Bank of America Corp. | 302,612 | 0.78% | $108.1 million | 0.01% | +69,286 | 13F |
| Assetmark, Inc. | 296,814 | 0.76% | $106.0 million | 0.18% | +8,967 | 13F |
| Talaria Asset Management Pty Ltd | 281,800 | 0.72% | $100.7 million | 21.54% | +57,100 | 13F |
| Arrowstreet Capital, Limited Partnership | 279,439 | 0.72% | $99.8 million | 0.04% | +256,575 | 13F |
| Victory Capital Management Inc. | 279,342 | 0.72% | $99.8 million | 0.06% | +3,274 | 13F |
| UBS Group AG | 273,904 | 0.70% | $97.8 million | 0.02% | +48,240 | 13F |
| Earnest Partners LLC | 271,712 | 0.70% | $97.1 million | 0.35% | +3,617 | 13F |
| Legal & General Group Plc | 269,461 | 0.69% | $96.3 million | 0.02% | +1,965 | 13F |
| Causeway Capital Management LLC | 252,702 | 0.65% | $90.3 million | 0.98% | +2,694 | 13F |
| Goldman Sachs Group Inc. | 235,932 | 0.61% | $84.3 million | 0.01% | +19,119 | 13F |
| Vanguard Fiduciary Trust Co. | 221,973 | 0.57% | $79.3 million | 0.02% | -7,465 | 13F |
| Sei Investments Co. | 201,953 | 0.52% | $72.1 million | 0.06% | +74,370 | 13F |
| Bank of New York Mellon Corp | 200,235 | 0.51% | $71.5 million | 0.01% | -15,269 | 13F |
| SG Americas Securities, LLC | 194,624 | 0.50% | $69.5 million | 0.04% | +138,918 | 13F |
| Jacobs Levy Equity Management, Inc. | 189,485 | 0.49% | $67.7 million | 0.24% | -41,055 | 13F |
| Barclays PLC | 187,439 | 0.48% | $67.0 million | 0.02% | +31,105 | 13F |
| Nuveen, LLC | 185,598 | 0.48% | $66.3 million | 0.02% | -29,830 | 13F |
| Balyasny Asset Management L.P. | 162,213 | 0.42% | $57.9 million | 0.11% | -127,699 | 13F |
| Deutsche Bank AG | 161,837 | 0.42% | $57.8 million | 0.02% | +1,216 | 13F |
| Woodline Partners LP | 159,541 | 0.41% | $57.0 million | 0.18% | +151,519 | 13F |
| Amundi | 157,421 | 0.40% | $56.2 million | 0.01% | -55,609 | 13F |
| Renaissance Technologies LLC | 155,840 | 0.40% | $55.7 million | 0.08% | -6,260 | 13F |
| Jupiter Topco LLC | 146,313 | 0.38% | $52.3 million | 0.02% | first 13F | 13F |
| JPMorgan Chase & Co. | 140,236 | 0.36% | $51.1 million | 0.00% | +34,976 | 13F |
The 50 largest of the 694 funds that reported a position in EG in their 13F for the quarter ended 30 June 2026, by the value each reported.
Read more
Share of all is the fund's part of all the shares the funds reported. Change is shares against the fund's 13F for the quarter before. A 13F lists a manager's long positions in US-listed shares at the quarter's end. What is a 13F?Options the funds reported on EG
| Fund | Option | Shares under the options | Value of those shares | Quarter ended | Filing |
|---|---|---|---|---|---|
| Citadel Advisors | Puts | 12,000 | $4.3 million | 30 June 2026 | 13F |
| Citadel Advisors | Calls | 7,800 | $2.8 million | 30 June 2026 | 13F |
A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost.
Read more
They are not counted in the holdings above. A put gains when the stock falls, a call when it rises, and a fund may hold either to hedge.Schedule 13D and 13G filed on the name, last twelve months
| Filed | Schedule | Who | Holding | Of the class | Event date | Rule or purpose | Filing |
|---|---|---|---|---|---|---|---|
| 11 May 2026 | 13G | Norges Bank and 1 other | 2.1 million | 5.2% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 28 April 2026 | 13G | Vanguard Portfolio Management and 1 other | 2.2 million | 5.4% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 28 April 2026 | 13G | Vanguard Capital Management and 1 other | 3.1 million | 7.5% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 26 March 2026 | 13G/A | The Vanguard Group and 1 other | 0 | 0.0% | 13 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
Read more
Amendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short. 13D and 13GFails to deliver
| Settlement date | Shares failed | Price | File |
|---|---|---|---|
| 28 August 2026 | 232 | $377.66 | SEC |
| 27 August 2026 | 1,161 | $379.78 | SEC |
| 25 August 2026 | 1 | $376.79 | SEC |
| 11 August 2026 | 12 | $369.90 | SEC |
| 5 August 2026 | 1,298 | $369.21 | SEC |
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.