Security record · archived quarter
EG
Everest Group, Ltd. · Financial Services
157Tracked holders
+1Δ holders
29.02MShares held
$9.84BReported value
+2New positions
−0Exits
Momentum inputs (comparable managers):
holder breadth +0.6% ·
share flow -1.7% ·
net new positions +1.3%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 148 | -4 | 26.15M | $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 · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passive) | 5.37M | -2.4% | $1.82B | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 2 | BlackRock ✦ (passive) | 3.36M | -0.9% | $1.14B | 0.0% | ▼ Trim | 3 | SEC ↗ ×21 |
| 3 | State Street Global Advisors ✦ (passive) | 1.91M | +0.4% | $647.04M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 4 | Norges Bank ✦ (passive) | 1.86M | New | $630.28M | 0.1% | New | 1 | SEC ↗ |
| 5 | AQR Capital Management ✦ | 1.67M | -17.1% | $565.39M | 0.3% | ▼ Trim | 7 | SEC ↗ ×10 |
| 6 | Wellington Management ✦ | 1.21M | -2.1% | $411.32M | 0.1% | ▼ Trim | 7 | SEC ↗ ×8 |
| 7 | Geode Capital Management ✦ (passive) | 1.17M | +0.4% | $395.67M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 8 | Invesco Ltd. | 743.19K | — | $252.20M | 0.0% | n/c | 1 | SEC ↗ ×10 |
| 9 | Boston Partners | 741.52K | — | $251.62M | 0.3% | n/c | 1 | SEC ↗ ×4 |
| 10 | Massachusetts Financial Services Co… | 645.48K | — | $219.04M | 0.1% | n/c | 1 | SEC ↗ ×8 |
| 11 | Alliancebernstein L.P. | 640.75K | — | $217.44M | 0.1% | n/c | 1 | SEC ↗ |
| 12 | Balyasny Asset Management L.P. | 498.70K | — | $169.23M | 0.3% | n/c | 1 | SEC ↗ |
| 13 | Victory Capital Management Inc | 431.18K | — | $146.32M | 0.1% | n/c | 1 | SEC ↗ |
| 14 | Dimensional Fund Advisors Lp | 429.39K | — | $145.72M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 15 | Morgan Stanley ✦ | 425.24K | -3.3% | $144.31M | 0.0% | ▼ Trim | 2 | SEC ↗ ×13 |
| 16 | Northern Trust Corp | 402.55K | — | $136.61M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 17 | Charles Schwab Investment… | 345.14K | — | $117.12M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | UBS AM, a distinct business unit of… | 310.98K | — | $105.53M | 0.0% | n/c | 1 | SEC ↗ ×11 |
| 19 | Assetmark, Inc | 280.31K | — | $95.12M | 0.2% | n/c | 1 | SEC ↗ |
| 20 | Legal & General Group Plc | 267.14K | — | $90.65M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 21 | Bank of New York Mellon Corp | 217.27K | — | $73.73M | 0.0% | n/c | 1 | SEC ↗ ×17 |
| 22 | Bank Of America Corp /De/ | 216.62K | — | $73.51M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 23 | Nuveen, LLC | 212.93K | — | $72.26M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 24 | UBS Group AG | 200.37K | — | $68.00M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 25 | Deutsche Bank Ag\ | 164.88K | — | $55.95M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 26 | Barclays Plc | 151.67K | — | $51.47M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 27 | Citadel Advisors ✦ | 150.25K | +541.0% | $50.99M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 28 | Franklin Resources Inc | 149.80K | — | $50.84M | 0.0% | n/c | 1 | SEC ↗ ×9 |
| 29 | Hsbc Holdings Plc | 148.15K | — | $50.55M | 0.0% | n/c | 1 | SEC ↗ ×12 |
| 30 | Millennium Management ✦ | 147.99K | +167.0% | $50.22M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 31 | Janus Henderson Group Plc | 146.40K | — | $49.68M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 32 | Bnp Paribas Financial Markets | 132.72K | — | $45.04M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Amundi | 127.24K | — | $43.18M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 34 | Goldman Sachs Group ✦ | 115.45K | -17.0% | $39.18M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 35 | Swiss National Bank | 114.92K | — | $39.00M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Sei Investments Co | 113.27K | — | $38.44M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 37 | Envestnet Asset Management Inc | 106.69K | — | $36.21M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | California Public Employees… | 106.66K | — | $36.19M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Fidelity (FMR) ✦ | 104.61K | -25.8% | $35.50M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 40 | Sumitomo Mitsui Trust Group, Inc. | 95.57K | — | $32.43M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | T. Rowe Price ✦ | 95.02K | -6.7% | $32.24M | 0.0% | ▼ Trim | 7 | SEC ↗ ×2 |
| 42 | Jane Street Group, Llc | 93.99K | — | $31.90M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 43 | Point72 Asset Management ✦ | 92.83K | New | $31.50M | 0.1% | New | 1 | SEC ↗ |
| 44 | Korea Investment CORP | 89.49K | — | $30.37M | 0.1% | n/c | 1 | SEC ↗ |
| 45 | Mitsubishi UFJ Asset Management… | 87.17K | — | $29.16M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Storebrand Asset Management As | 84.44K | — | $28.65M | 0.1% | n/c | 1 | SEC ↗ |
| 47 | Rhumbline Advisers | 82.58K | — | $28.02M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Bank Of Montreal /Can/ | 80.72K | — | $27.39M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 49 | Artisan Partners Limited Partnership | 73.80K | — | $25.04M | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Cwm, Llc | 72.59K | — | $24.63M | 0.1% | n/c | 1 | SEC ↗ |
| 51 | Bridgewater Associates ✦ | 72.08K | -36.4% | $24.46M | 0.1% | ▼ Trim | 7 | SEC ↗ |
| 52 | Two Sigma Investments ✦ | 71.73K | -12.9% | $24.34M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 53 | Truist Financial Corp | 71.11K | — | $24.13M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 54 | Russell Investments Group, Ltd. | 70.97K | — | $24.10M | 0.0% | n/c | 1 | SEC ↗ ×17 |
| 55 | JPMorgan Chase ✦ | 68.18K | -59.5% | $23.14M | 0.0% | ▼ Trim | 2 | SEC ↗ ×14 |
| 56 | Ameriprise Financial Inc | 67.29K | — | $22.84M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 57 | Lazard Asset Management Llc | 67.14K | — | $22.78M | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Zurcher Kantonalbank (Zurich… | 64.89K | — | $22.02M | 0.0% | n/c | 1 | SEC ↗ |
| 59 | California State Teachers… | 63.56K | — | $21.57M | 0.0% | n/c | 1 | SEC ↗ |
| 60 | FIL Ltd | 63.33K | — | $21.49M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 61 | First Trust Advisors Lp | 59.99K | — | $20.36M | 0.0% | n/c | 1 | SEC ↗ |
| 62 | Danske Bank A/S | 59.67K | — | $20.25M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 63 | New York State Common Retirement… | 59.31K | — | $20.13M | 0.0% | n/c | 1 | SEC ↗ |
| 64 | Bank Of Nova Scotia | 52.41K | — | $17.79M | 0.0% | n/c | 1 | SEC ↗ |
| 65 | Renaissance Technologies ✦ | 46.98K | -65.4% | $15.94M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 66 | Universal- Beteiligungs- und… | 46.13K | — | $15.74M | 0.0% | n/c | 1 | SEC ↗ |
| 67 | Principal Financial Group Inc | 46.26K | — | $15.70M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 68 | Td Asset Management Inc | 45.39K | — | $15.40M | 0.0% | n/c | 1 | SEC ↗ |
| 69 | Grantham, Mayo, Van Otterloo & Co.… | 45.09K | — | $15.30M | 0.0% | n/c | 1 | SEC ↗ |
| 70 | Raymond James Financial Inc | 44.22K | — | $15.00M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 71 | Citigroup Inc | 44.21K | — | $15.00M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 72 | National Pension Service | 44.11K | — | $14.97M | 0.0% | n/c | 1 | SEC ↗ |
| 73 | Royal Bank Of Canada | 42.75K | — | $14.51M | 0.0% | n/c | 1 | SEC ↗ ×9 |
| 74 | Cerity Partners LLC | 41.88K | — | $14.21M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 75 | Hrt Financial Lp | 41.88K | — | $14.21M | 0.0% | n/c | 1 | SEC ↗ |
| 76 | Royal London Asset Management Ltd | 39.70K | — | $13.47M | 0.0% | n/c | 1 | SEC ↗ |
| 77 | D. E. Shaw & Co. ✦ | 39.45K | +45.8% | $13.39M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 78 | Adage Capital Partners ✦ | 37.88K | +47.5% | $12.85M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 79 | Swedbank AB | 37.02K | — | $12.56M | 0.0% | n/c | 1 | SEC ↗ |
| 80 | Mackenzie Financial Corp | 36.70K | — | $12.50M | 0.0% | n/c | 1 | SEC ↗ |
| 81 | Aviva Plc | 35.66K | — | $12.10M | 0.0% | n/c | 1 | SEC ↗ |
| 82 | Corient Private Wealth LP | 55.26K | — | $11.98M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 83 | Aberdeen Group plc | 34.57K | — | $11.73M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 84 | Quantinno Capital Management LP | 34.34K | — | $11.65M | 0.0% | n/c | 1 | SEC ↗ |
| 85 | State Of Wisconsin Investment Board | 33.04K | — | $11.21M | 0.0% | n/c | 1 | SEC ↗ |
| 86 | Toronto Dominion Bank | 31.39K | — | $10.65M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 87 | Healthcare Of Ontario Pension Plan… | 30.66K | — | $10.40M | 0.0% | n/c | 1 | SEC ↗ |
| 88 | Manufacturers Life Insurance… | 30.09K | — | $10.21M | 0.0% | n/c | 1 | SEC ↗ |
| 89 | American Century Companies Inc | 29.40K | — | $9.98M | 0.0% | n/c | 1 | SEC ↗ |
| 90 | Robeco Institutional Asset… | 28.30K | — | $9.60M | 0.0% | n/c | 1 | SEC ↗ |
| 91 | Allianz Asset Management GmbH | 28.18K | — | $9.56M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 92 | Mariner, LLC | 27.26K | — | $9.25M | 0.0% | n/c | 1 | SEC ↗ |
| 93 | State Board Of Administration Of… | 26.94K | — | $9.14M | 0.0% | n/c | 1 | SEC ↗ |
| 94 | BNP Paribas Asset Management… | 25.41K | — | $8.62M | 0.0% | n/c | 1 | SEC ↗ |
| 95 | Man Group plc | 24.05K | — | $8.16M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 96 | Mitsubishi UFJ Trust & Banking Corp | 24.00K | — | $8.15M | 0.0% | n/c | 1 | SEC ↗ |
| 97 | National Bank Of Canada /Fi/ | 23.22K | — | $7.88M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 98 | DZ BANK AG Deutsche Zentral… | 21.54K | — | $7.31M | 0.0% | n/c | 1 | SEC ↗ |
| 99 | Chevy Chase Trust Holdings, LLC | 21.28K | — | $7.22M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 100 | Daiwa Securities Group Inc. | 20.65K | — | $7.01M | 0.0% | n/c | 1 | SEC ↗ ×2 |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Norges Bank | $630.28M | 0.1% |
| Point72 Asset Management | $31.50M | 0.1% |
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: Q4 2025 ·
Methodology ·
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