Everest Group Ltd Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 01/29/2026 | 5.37 M | $1.82 B | -2.39% | 12.97% |
| BLACKROCK, INC. | 02/12/2026 | 3.36 M | $1.14 B | -0.92% | 8.10% |
| STATE STREET CORP | 02/13/2026 | 1.91 M | $647.04 M | 0.41% | 4.60% |
| NORGES BANK | 02/10/2026 | 1.86 M | $630.28 M | 100.00% | 4.49% |
| AQR CAPITAL MANAGEMENT LLC | 02/17/2026 | 1.67 M | $565.39 M | -17.15% | 4.02% |
| VULCAN VALUE PARTNERS, LLC | 02/09/2026 | 1.51 M | $512.29 M | 6.51% | 3.65% |
| WELLINGTON MANAGEMENT GROUP LLP | 02/17/2026 | 1.21 M | $411.32 M | -2.06% | 2.93% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 1.17 M | $395.67 M | 0.43% | 2.83% |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | 02/11/2026 | 948.27 K | $321.80 M | -5.13% | 2.29% |
| ALTRINSIC GLOBAL ADVISORS LLC | 02/17/2026 | 865.24 K | $293.62 M | -4.50% | 2.09% |
| INVESCO LTD. | 02/19/2026 | 743.19 K | $252.20 M | 10.34% | 1.79% |
| BOSTON PARTNERS | 02/13/2026 | 741.52 K | $251.62 M | 1.72% | 1.79% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 01/22/2026 | 645.48 K | $219.04 M | -1.03% | 1.56% |
| ALLIANCEBERNSTEIN L.P. | 02/17/2026 | 640.75 K | $217.44 M | 119.52% | 1.55% |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 02/09/2026 | 584.30 K | $198.28 M | -10.31% | 1.41% |
| BALYASNY ASSET MANAGEMENT L.P. | 02/17/2026 | 498.70 K | $169.23 M | 181.24% | 1.20% |
| DONALD SMITH & CO., INC. | 02/11/2026 | 435.70 K | $147.85 M | 11.31% | 1.05% |
| VICTORY CAPITAL MANAGEMENT INC | 02/13/2026 | 431.18 K | $146.32 M | 31.91% | 1.04% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 429.39 K | $145.72 M | -9.22% | 1.04% |
| MORGAN STANLEY | 02/13/2026 | 425.24 K | $144.31 M | -3.32% | 1.03% |
| POLAR CAPITAL HOLDINGS PLC | 02/17/2026 | 403.50 K | $136.93 M | -1.71% | 0.97% |
| NORTHERN TRUST CORP | 02/17/2026 | 402.55 K | $136.61 M | -2.37% | 0.97% |
| LSV ASSET MANAGEMENT | 02/06/2026 | 385.33 K | $130.76 M | -0.62% | 0.93% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 02/18/2026 | 346.31 K | $117.52 M | 622.76% | 0.84% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 345.14 K | $117.12 M | 0.49% | 0.83% |
| UBS ASSET MANAGEMENT AMERICAS INC | 02/13/2026 | 310.98 K | $105.53 M | 0.14% | 0.75% |
| ASSETMARK, INC | 01/23/2026 | 280.31 K | $95.12 M | -33.79% | 0.68% |
| LEGAL & GENERAL GROUP PLC | 02/09/2026 | 267.14 K | $90.65 M | -5.59% | 0.65% |
| EARNEST PARTNERS LLC | 02/12/2026 | 263.54 K | $89.43 M | 10.63% | 0.64% |
| CAUSEWAY CAPITAL MANAGEMENT LLC | 02/13/2026 | 238.56 K | $80.95 M | 35.79% | 0.58% |
| TALARIA ASSET MANAGEMENT PTY LTD | 02/17/2026 | 224.50 K | $76.18 M | 22.34% | 0.54% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 02/13/2026 | 222.50 K | $75.51 M | 37.33% | 0.54% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 217.27 K | $73.73 M | -7.20% | 0.52% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 216.63 K | $73.51 M | 1.72% | 0.52% |
| NUVEEN, LLC | 02/12/2026 | 212.93 K | $72.26 M | 13.46% | 0.51% |
| UBS GROUP AG | 01/29/2026 | 200.37 K | $68.00 M | -8.05% | 0.48% |
| AUSTRALIANSUPER PTY LTD | 02/05/2026 | 192.44 K | $65.30 M | 47.95% | 0.46% |
| DEUTSCHE BANK AG\ | 02/11/2026 | 164.88 K | $55.95 M | -20.01% | 0.40% |
| SKANDINAVISKA ENSKILDA BANKEN AB (PUBL) | 02/12/2026 | 161.62 K | $54.85 M | 36.75% | 0.39% |
| BARCLAYS PLC | 02/13/2026 | 151.67 K | $51.47 M | -5.25% | 0.37% |
| CITADEL ADVISORS LLC | 02/17/2026 | 150.25 K | $50.99 M | 540.99% | 0.36% |
| FRANKLIN RESOURCES INC | 02/11/2026 | 149.80 K | $50.84 M | -25.63% | 0.36% |
| MILLENNIUM MANAGEMENT LLC | 02/17/2026 | 147.99 K | $50.22 M | 166.98% | 0.36% |
| JANUS HENDERSON GROUP PLC | 02/17/2026 | 146.40 K | $49.68 M | 5.18% | 0.35% |
| STERLING CAPITAL MANAGEMENT LLC | 02/13/2026 | 143.15 K | $48.58 M | -39.85% | 0.35% |
| BNP PARIBAS ARBITRAGE, SNC | 02/10/2026 | 132.72 K | $45.04 M | 32.11% | 0.32% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 02/17/2026 | 132.65 K | $45.01 M | 56.28% | 0.32% |
| GENERAL AMERICAN INVESTORS CO INC | 02/13/2026 | 129.20 K | $43.84 M | -10.46% | 0.31% |
| AMUNDI | 02/17/2026 | 127.24 K | $43.18 M | -26.53% | 0.31% |
| DEPRINCE RACE & ZOLLO INC | 01/23/2026 | 121.63 K | $41.28 M | 31.73% | 0.29% |
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Everest Group Ltd institutional Ownership - FAQ's
During the previous two years, 824 institutional investors and hedge funds held shares of Everest Group Ltd. The most heavily invested institutionals were:
HSBC HOLDINGS PLC: 449,919
UBS Group AG: 225,664
Bank of New York Mellon Corp: 215,504
Nuveen, LLC: 215,428
Perpetual Ltd: 131,919
GENERAL AMERICAN INVESTORS CO INC: 129,196
94.86% of Everest Group Ltd stock is owned by institutional investors.
Institutional investors have bought a total of 44.78 M shares in the last 24 months. This purchase volume represents approximately $14.68 B in transactions.