Security record · archived quarter
EG
Everest Group, Ltd. · Financial Services
19Tracked holders
+2Δ holders
17.47MShares held
$5.94BReported value
+2New positions
−0Exits
Momentum inputs (comparable managers):
holder breadth +11.8% ·
share flow +4.9% ·
net new positions +10.5%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 148 | -4 | 26.16M | $9.63B | +3 | −6 |
| Q1 2026 | 154 | -4 | 23.88M | $7.81B | +2 | −7 |
| Q4 2025 | 157 | +1 | 29.02M | $9.84B | +2 | — |
| Q3 2025 | 21 | 0 | 16.68M | $5.83B | +1 | −2 |
| Q2 2025 | 19 | +2 | 17.47M | $5.94B | +2 | — |
| Q1 2025 | 14 | -1 | 7.48M | $2.72B | — | −1 |
| Q4 2024 | 15 | +1 | 7.87M | $2.85B | +2 | −1 |
| Q3 2024 | 13 | +2 | 5.98M | $2.34B | +2 | — |
| Q2 2024 | 11 | — | 7.25M | $2.76B | — | — |
Who holds it · Q2 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passive) | 5.56M | — | $1.89B | 0.0% | n/c | 1 | SEC ↗ |
| 2 | The Vanguard Group ✦ (passive) | 5.56M | — | $1.89B | 0.0% | n/c | 1 | SEC ↗ |
| 3 | The Vanguard Group ✦ (passive) | 5.56M | — | $1.89B | 0.0% | n/c | 1 | SEC ↗ |
| 4 | The Vanguard Group ✦ (passive) | 5.56M | — | $1.89B | 0.0% | n/c | 1 | SEC ↗ |
| 5 | The Vanguard Group ✦ (passive) | 5.56M | — | $1.89B | 0.0% | n/c | 1 | SEC ↗ |
| 6 | The Vanguard Group ✦ (passive) | 5.56M | — | $1.89B | 0.0% | n/c | 1 | SEC ↗ |
| 7 | BlackRock ✦ (passive) | 3.49M | — | $1.19B | 0.0% | n/c | 1 | SEC ↗ |
| 8 | BlackRock ✦ (passive) | 3.49M | — | $1.19B | 0.0% | n/c | 1 | SEC ↗ |
| 9 | BlackRock ✦ (passive) | 3.49M | — | $1.19B | 0.0% | n/c | 1 | SEC ↗ |
| 10 | BlackRock ✦ (passive) | 3.49M | — | $1.19B | 0.0% | n/c | 1 | SEC ↗ |
| 11 | BlackRock ✦ (passive) | 3.49M | — | $1.19B | 0.0% | n/c | 1 | SEC ↗ |
| 12 | BlackRock ✦ (passive) | 3.49M | — | $1.19B | 0.0% | n/c | 1 | SEC ↗ |
| 13 | BlackRock ✦ (passive) | 3.49M | — | $1.19B | 0.0% | n/c | 1 | SEC ↗ |
| 14 | BlackRock ✦ (passive) | 3.49M | — | $1.19B | 0.0% | n/c | 1 | SEC ↗ |
| 15 | BlackRock ✦ (passive) | 3.49M | — | $1.19B | 0.0% | n/c | 1 | SEC ↗ |
| 16 | BlackRock ✦ (passive) | 3.49M | — | $1.19B | 0.0% | n/c | 1 | SEC ↗ |
| 17 | BlackRock ✦ (passive) | 3.49M | — | $1.19B | 0.0% | n/c | 1 | SEC ↗ |
| 18 | BlackRock ✦ (passive) | 3.49M | — | $1.19B | 0.0% | n/c | 1 | SEC ↗ |
| 19 | BlackRock ✦ (passive) | 3.49M | — | $1.19B | 0.0% | n/c | 1 | SEC ↗ |
| 20 | BlackRock ✦ (passive) | 3.49M | — | $1.19B | 0.0% | n/c | 1 | SEC ↗ |
| 21 | BlackRock ✦ (passive) | 3.49M | — | $1.19B | 0.0% | n/c | 1 | SEC ↗ |
| 22 | BlackRock ✦ (passive) | 3.49M | — | $1.19B | 0.0% | n/c | 1 | SEC ↗ |
| 23 | BlackRock ✦ (passive) | 3.49M | — | $1.19B | 0.0% | n/c | 1 | SEC ↗ |
| 24 | BlackRock ✦ (passive) | 3.49M | — | $1.19B | 0.0% | n/c | 1 | SEC ↗ |
| 25 | BlackRock ✦ (passive) | 3.49M | — | $1.19B | 0.0% | n/c | 1 | SEC ↗ |
| 26 | BlackRock ✦ (passive) | 3.49M | — | $1.19B | 0.0% | n/c | 1 | SEC ↗ |
| 27 | BlackRock ✦ (passive) | 3.49M | — | $1.19B | 0.0% | n/c | 1 | SEC ↗ |
| 28 | State Street Global Advisors ✦ (passive) | 1.91M | -1.4% | $649.68M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Norges Bank ✦ (passive) | 1.77M | +24.6% | $601.30M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 30 | Wellington Management ✦ | 1.46M | -6.7% | $494.82M | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 31 | Wellington Management ✦ | 1.46M | -6.7% | $494.82M | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 32 | Wellington Management ✦ | 1.46M | -6.7% | $494.82M | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 33 | Wellington Management ✦ | 1.46M | -6.7% | $494.82M | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 34 | Wellington Management ✦ | 1.46M | -6.7% | $494.82M | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 35 | Wellington Management ✦ | 1.46M | -6.7% | $494.82M | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 36 | Wellington Management ✦ | 1.46M | -6.7% | $494.82M | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 37 | Wellington Management ✦ | 1.46M | -6.7% | $494.82M | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 38 | Geode Capital Management ✦ (passive) | 1.21M | +0.5% | $414.39M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 39 | Geode Capital Management ✦ (passive) | 1.21M | +0.5% | $414.39M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 40 | AQR Capital Management ✦ | 1.18M | +65.6% | $399.63M | 0.3% | ▲ Add | 5 | SEC ↗ |
| 41 | AQR Capital Management ✦ | 1.18M | +65.6% | $399.63M | 0.3% | ▲ Add | 5 | SEC ↗ |
| 42 | AQR Capital Management ✦ | 1.18M | +65.6% | $399.63M | 0.3% | ▲ Add | 5 | SEC ↗ |
| 43 | AQR Capital Management ✦ | 1.18M | +65.6% | $399.63M | 0.3% | ▲ Add | 5 | SEC ↗ |
| 44 | AQR Capital Management ✦ | 1.18M | +65.6% | $399.63M | 0.3% | ▲ Add | 5 | SEC ↗ |
| 45 | AQR Capital Management ✦ | 1.18M | +65.6% | $399.63M | 0.3% | ▲ Add | 5 | SEC ↗ |
| 46 | AQR Capital Management ✦ | 1.18M | +65.6% | $399.63M | 0.3% | ▲ Add | 5 | SEC ↗ |
| 47 | AQR Capital Management ✦ | 1.18M | +65.6% | $399.63M | 0.3% | ▲ Add | 5 | SEC ↗ |
| 48 | Renaissance Technologies ✦ | 201.30K | +159.1% | $68.41M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 49 | Fidelity (FMR) ✦ | 126.03K | — | $42.83M | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Fidelity (FMR) ✦ | 126.03K | — | $42.83M | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Fidelity (FMR) ✦ | 126.03K | — | $42.83M | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Fidelity (FMR) ✦ | 126.03K | — | $42.83M | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Fidelity (FMR) ✦ | 126.03K | — | $42.83M | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Bridgewater Associates ✦ | 116.79K | +24.6% | $39.69M | 0.2% | ▲ Add | 5 | SEC ↗ |
| 55 | Citadel Advisors ✦ | 96.58K | -35.7% | $32.82M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 56 | Citadel Advisors ✦ | 96.58K | -35.7% | $32.82M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 57 | T. Rowe Price ✦ | 92.69K | +1.5% | $31.50M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 58 | T. Rowe Price ✦ | 92.69K | +1.5% | $31.50M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 59 | Millennium Management ✦ | 76.97K | +95.0% | $26.16M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 60 | Two Sigma Investments ✦ | 72.28K | +342.0% | $24.56M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 61 | D. E. Shaw & Co. ✦ | 64.32K | +27.5% | $21.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 62 | D. E. Shaw & Co. ✦ | 64.32K | +27.5% | $21.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 63 | Adage Capital Partners ✦ | 30.98K | -74.0% | $10.53M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 64 | Point72 Asset Management ✦ | 10.80K | New | $3.67M | 0.0% | New | 1 | SEC ↗ |
| 65 | Gotham Asset Management ✦ | 7.44K | +306.8% | $2.53M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 66 | Marshall Wace ✦ | 700 | New | $237,895 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Point72 Asset Management | $3.67M | 0.0% |
| Marshall Wace | $237,895 | 0.0% |
Exited
| No tracked exits this quarter. |
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.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q2 2025 ·
Methodology ·
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