Everest Group Ltd Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 08/07/2026 | 3.22 M | $1.15 B | -2.33% | 8.00% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 2.58 M | $922.76 M | -1.92% | 6.41% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 2.07 M | $739.08 M | -4.57% | 5.14% |
| NORGES BANK | 08/12/2026 | 1.93 M | $689.15 M | 100.00% | 4.79% |
| STATE STREET CORP | 08/07/2026 | 1.84 M | $658.99 M | -0.30% | 4.58% |
| AQR CAPITAL MANAGEMENT LLC | 08/14/2026 | 1.40 M | $501.78 M | 2.84% | 3.49% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 1.16 M | $411.38 M | -2.36% | 2.87% |
| ALLIANCEBERNSTEIN L.P. | 08/14/2026 | 1.04 M | $341.00 M | 43.09% | 2.59% |
| VULCAN VALUE PARTNERS, LLC | 08/10/2026 | 1.04 M | $370.41 M | -23.86% | 2.57% |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | 08/12/2026 | 981.77 K | $350.72 M | -4.52% | 2.44% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 08/03/2026 | 964.76 K | $660.41 M | 26.54% | 2.39% |
| INVESCO LTD. | 08/14/2026 | 871.48 K | $311.32 M | 7.29% | 2.16% |
| ALTRINSIC GLOBAL ADVISORS LLC | 08/14/2026 | 760.52 K | $271.68 M | -2.23% | 1.89% |
| FIRST TRUST ADVISORS LP | 08/11/2026 | 614.69 K | $219.58 M | 404.05% | 1.53% |
| BOSTON PARTNERS | 08/04/2026 | 576.83 K | $206.08 M | 13.42% | 1.43% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 487.76 K | $174.25 M | 17.55% | 1.21% |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 08/12/2026 | 479.88 K | $171.43 M | -5.19% | 1.19% |
| WELLINGTON MANAGEMENT GROUP LLP | 08/14/2026 | 470.63 K | $168.12 M | -51.57% | 1.17% |
| MORGAN STANLEY | 08/13/2026 | 467.46 K | $166.99 M | 13.92% | 1.16% |
| DONALD SMITH & CO., INC. | 08/11/2026 | 428.87 K | $153.21 M | -6.80% | 1.06% |
| HSBC HOLDINGS PLC | 08/14/2026 | 410.23 K | $146.69 M | -8.82% | 1.02% |
| LSV ASSET MANAGEMENT | 08/06/2026 | 386.25 K | $137.98 M | -0.10% | 0.96% |
| NORTHERN TRUST CORP | 08/13/2026 | 378.46 K | $135.20 M | -7.82% | 0.94% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 359.27 K | $128.34 M | 1.26% | 0.89% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 359.27 K | $128.34 M | 100.00% | 0.89% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 08/12/2026 | 342.04 K | $122.19 M | -2.86% | 0.85% |
| POLAR CAPITAL HOLDINGS PLC | 08/14/2026 | 329.50 K | $117.71 M | -18.34% | 0.82% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 302.61 K | $108.10 M | 29.69% | 0.75% |
| ASSETMARK, INC | 07/30/2026 | 296.81 K | $106.03 M | 3.12% | 0.74% |
| TALARIA ASSET MANAGEMENT PTY LTD | 08/14/2026 | 281.80 K | $100.67 M | 25.41% | 0.70% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 08/13/2026 | 279.44 K | $99.82 M | 1,122.18% | 0.69% |
| VICTORY CAPITAL MANAGEMENT INC | 08/07/2026 | 279.34 K | $99.79 M | 1.19% | 0.69% |
| UBS GROUP AG | 08/13/2026 | 273.90 K | $97.85 M | 21.38% | 0.68% |
| EARNEST PARTNERS LLC | 08/13/2026 | 271.71 K | $97.06 M | 1.35% | 0.67% |
| LEGAL & GENERAL GROUP PLC | 08/14/2026 | 269.46 K | $96.26 M | 0.73% | 0.67% |
| CAUSEWAY CAPITAL MANAGEMENT LLC | 08/13/2026 | 252.70 K | $90.27 M | 1.08% | 0.63% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 235.93 K | $84.28 M | 8.82% | 0.59% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 221.97 K | $79.30 M | -3.25% | 0.55% |
| SEI INVESTMENTS CO | 08/14/2026 | 201.95 K | $72.14 M | 58.29% | 0.50% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 200.24 K | $71.53 M | -7.09% | 0.50% |
| SG AMERICAS SECURITIES, LLC | 08/07/2026 | 194.62 K | $69.53 M | 249.38% | 0.48% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 08/14/2026 | 189.49 K | $67.69 M | -17.81% | 0.47% |
| BARCLAYS PLC | 08/14/2026 | 187.44 K | $66.96 M | 19.90% | 0.47% |
| NUVEEN, LLC | 08/11/2026 | 185.60 K | $66.30 M | -13.85% | 0.46% |
| BALYASNY ASSET MANAGEMENT L.P. | 08/14/2026 | 162.21 K | $57.95 M | -44.05% | 0.40% |
| DEUTSCHE BANK AG\ | 08/07/2026 | 161.84 K | $57.81 M | 0.76% | 0.40% |
| WOODLINE PARTNERS LP | 08/14/2026 | 159.54 K | $56.99 M | 1,888.79% | 0.40% |
| AMUNDI | 08/11/2026 | 157.42 K | $56.24 M | -26.10% | 0.39% |
| RENAISSANCE TECHNOLOGIES LLC | 08/13/2026 | 155.84 K | $55.67 M | -3.86% | 0.39% |
| JUPITER TOPCO LLC | 08/14/2026 | 146.31 K | $52.27 M | 100.00% | 0.36% |
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Everest Group Ltd institutional Ownership - FAQ's
During the previous two years, 841 institutional investors and hedge funds held shares of Everest Group Ltd. The most heavily invested institutionals were:
BlackRock, Inc.: 3.22 M
VANGUARD CAPITAL MANAGEMENT LLC: 2.58 M
VANGUARD PORTFOLIO MANAGEMENT LLC: 2.07 M
NORGES BANK: 1.93 M
STATE STREET CORP: 1.84 M
AQR CAPITAL MANAGEMENT LLC: 1.4 M
97.48% of Everest Group Ltd stock is owned by institutional investors.
Institutional investors have bought a total of 49.91 M shares in the last 24 months. This purchase volume represents approximately $16.37 B in transactions.