EG
Everest Group, Ltd. · Financial Services
Momentum inputs (comparable managers):
holder breadth -6.7% ·
share flow -5.0% ·
net new positions -7.1%
· formula
Broad distribution: falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 3 | +1 | 67.73K | $23.89M | +1 | −2 |
| Q2 2026 | 146 | -4 | 25.95M | $9.55B | +3 | −8 |
| Q1 2026 | 154 | -4 | 23.88M | $7.81B | +2 | −7 |
| Q4 2025 | 157 | +1 | 29.02M | $9.84B | +2 | n/a |
| Q3 2025 | 21 | 0 | 16.68M | $5.83B | +1 | −2 |
| Q2 2025 | 19 | +2 | 17.47M | $5.94B | +2 | n/a |
| Q1 2025 | 14 | -1 | 7.48M | $2.72B | n/a | −1 |
| Q4 2024 | 15 | +1 | 7.87M | $2.85B | +2 | −1 |
| Q3 2024 | 13 | +2 | 5.98M | $2.34B | +2 | n/a |
| Q2 2024 | 11 | n/a | 7.25M | $2.76B | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (passive) | 1.94M | -0.2% | $704.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Wellington Management ✦ | 1.56M | -4.5% | $567.07M | 0.1% | ▼ Trim | 4 | SEC ↗ ×8 |
| 3 | Norges Bank ✦ (passive) | 1.42M | +5.3% | $515.91M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 4 | Geode Capital Management ✦ (passive) | 1.21M | +3.5% | $441.19M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 5 | AQR Capital Management ✦ | 712.96K | -5.0% | $257.81M | 0.3% | ▼ Trim | 4 | SEC ↗ ×6 |
| 6 | Citadel Advisors ✦ | 150.22K | +49.7% | $54.58M | 0.1% | ▲ Add | 4 | SEC ↗ ×2 |
| 7 | Adage Capital Partners ✦ | 119.18K | +69.8% | $43.30M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 8 | Bridgewater Associates ✦ | 93.77K | +112.2% | $34.07M | 0.2% | ▲ Add | 4 | SEC ↗ |
| 9 | T. Rowe Price ✦ | 91.28K | -15.7% | $33.17M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 10 | Renaissance Technologies ✦ | 77.70K | +6.2% | $28.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | D. E. Shaw & Co. ✦ | 50.45K | +259.1% | $18.33M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 12 | Millennium Management ✦ | 39.47K | -87.6% | $14.34M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 13 | Two Sigma Investments ✦ | 16.35K | -88.9% | $5.94M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 14 | Gotham Asset Management ✦ | 1.83K | -30.1% | $664,167 | 0.0% | ▼ Trim | 4 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Point72 Asset Management | $55.35M | was 0.2% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 661 holders, 36.53M shares, $11.60B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.