Everest Group

EG • NYSE

Everest Group is a insurance - reinsurance company in the financial services sector on NYSE, led by Jim Williamson, with a market cap of $13.7B. As of Q3 2025, 91% of shares are held by 658 institutional investors, with VANGUARD GROUP INC as the largest holder at 13.12%.

Acting Chief Executive OfficerJim Williamson

Market Cap$13.7B

Insurance - Reinsurance

Financial Services

Employees2.4K

Websiteeverestglobal.com

Country

United States of America

Overview

Overview of institutional ownership in EG as of Q3 2025 with a market cap of $14.7B

All Institutions

Institutions: 658
Value Held: $13.4B
Shares Held: 38.3M
Avg Position: $20.4M
Median Position: $853.6K

Hedge Funds

Hedge Funds: 43
Value Held: $1.1B
Shares Held: 3.2M
Avg Position: $26.1M
Median Position: $2.9M

Ownership Breakdown

Institutional (non-HF)

83.64%

$12.3B

Hedge Funds

7.64%

$1.1B

Retail & Other

8.72%

$1.3B

Based on market cap of $14.7B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in EG as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
VANGUARD GROUP INC Institution	Salim Ramji CEO	$1.9B 0.03% of portfolio	13.12% 5.5M shares	Q4 2022 Held for 2y 11m	$6.69T
B BlackRock, Inc. Institution	-	$1.2B 0.02% of portfolio	8.07% 3.4M shares	Q4 2022 Held for 2y 11m	$5.67T
AQR CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy	David Gary Kabiller Founder	$695.3M 0.45% of portfolio	4.79% 2.0M shares	Q4 2022 Held for 2y 11m	$156.17B
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$665.0M 0.02% of portfolio	4.53% 1.9M shares	Q4 2022 Held for 2y 11m	$2.88T
Vulcan Value Partners, LLC Long Only Manager	Jeffrey Thomas Stdenis CEO	$496.5M 9.00% of portfolio	3.38% 1.4M shares	Q3 2024 Held for 1y 2m	$5.5B
WELLINGTON MANAGEMENT CO LLP Long Only Manager	Jean Marie Hynes CEO	$433.4M 0.08% of portfolio	2.95% 1.2M shares	Q4 2022 Held for 2y 11m	$571.21B
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$406.5M 0.03% of portfolio	2.78% 1.2M shares	Q4 2022 Held for 2y 11m	$1.57T
BARROW HANLEY MEWHINNEY & STRAUSS LLC Long Only Manager	Cory Lawrence Martin CEO	$350.1M 1.11% of portfolio	2.38% 999.6K shares	Q1 2025 Held for 8 months	$31.4B
ALTRINSIC GLOBAL ADVISORS LLC Long Only Manager	John Douglas Hock CEO	$317.3M 11.74% of portfolio	2.16% 906.1K shares	Q4 2022 Held for 2y 11m	$2.7B
Robeco Investment Management, Inc. Long Only Manager	Joseph Francis Feeney CEO	$255.3M 0.26% of portfolio	1.74% 729.0K shares	Q4 2022 Held for 2y 11m	$97.8B

Net Capital Flow

Institutional buying and selling activity for EG in Q3 2025

Traded: +$139.6M
Buyers: 322
Sellers: 322
Total Bought: +$1.1B
Total Sold: −$945.5M
Avg Position: $18.2M

Biggest Buyers

Institution	Net Bought	Current Position
AQR CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy	+$287.1M +830.4K shares	$695.3M 2.0M shares
ALLIANCEBERNSTEIN L.P. Long Only Manager	+$62.5M +178.5K shares	$102.2M 291.9K shares
CAUSEWAY CAPITAL MANAGEMENT LLC Long Only Manager	+$61.5M +175.7K shares	$61.5M 175.7K shares
Vulcan Value Partners, LLC Long Only Manager	+$60.4M +172.5K shares	$496.5M 1.4M shares
Robeco Investment Management, Inc. Long Only Manager	+$57.2M +163.3K shares	$255.3M 729.0K shares
DONALD SMITH & CO., INC. Long Only Manager	+$28.2M +80.4K shares	$137.1M 391.4K shares
S Skandinaviska Enskilda Banken AB Institution	+$24.3M +69.3K shares	$41.4M 118.2K shares
IEQ CAPITAL, LLC RIA/Wealth	+$23.3M +66.4K shares	$32.2M 92.1K shares
BARROW HANLEY MEWHINNEY & STRAUSS LLC Long Only Manager	+$20.3M +57.9K shares	$350.1M 999.6K shares
VICTORY CAPITAL MANAGEMENT INC Long Only Manager	+$19.2M +54.9K shares	$114.5M 326.9K shares

Biggest Sellers

Institution	Net Sold	Current Position
FIRST TRUST ADVISORS LP ETF Provider	−$95.6M −273.0K shares	$119.9M 342.4K shares
WELLINGTON MANAGEMENT CO LLP Long Only Manager	−$76.5M −218.4K shares	$433.4M 1.2M shares
BALYASNY ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy	−$55.8M −159.4K shares	$62.1M 177.3K shares
B BlackRock, Inc. Institution	−$35.9M −102.5K shares	$1.2B 3.4M shares
N Nuveen, LLC Institution	−$30.5M −87.2K shares	$65.7M 187.7K shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	−$25.6M −73.1K shares	$8.2M 23.4K shares
P Philadelphia Financial Management of San Francisco, LLC Hedge Fund•Sector	−$23.1M −68.1K shares	Sold Off 0 shares
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	−$22.9M −65.5K shares	$47.6M 135.8K shares
GOLDMAN SACHS GROUP INC Institution	−$22.4M −64.1K shares	$48.7M 139.2K shares
J JANE STREET GROUP, LLC Institution	−$21.6M −61.6K shares	$5.2M 14.7K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited EG in Q3 2025

New Positions: 48
New Value: $82.5M
Exited Positions: 78
Exited Value: $137.7M

New Positions

Institution	Position Value
CAUSEWAY CAPITAL MANAGEMENT LLC Long Only Manager	$61.5M 175.7K shares
J JB Capital LLC Institution	$3.4M 9.6K shares
KEN ROBERTS INVESTMENT MANAGEMENT INC RIA/Wealth	$2.0M 5.6K shares
M MERIDIAN INVESTMENT COUNSEL INC. RIA/Wealth	$1.6M 4.6K shares
Sepio Capital, LLC RIA/Wealth	$1.6M 4.5K shares
Krilogy Financial LLC RIA/Wealth	$1.5M 4.5K shares
Aviance Capital Partners, LLC RIA/Wealth	$1.2M 3.5K shares
Caerus Investment Advisors, LLC Venture Capital	$732.3K 2.1K shares
Summit Trail Advisors, LLC RIA/Wealth	$664.6K 1.9K shares
waypoint wealth counsel RIA/Wealth	$530.6K 1.5K shares

Exited Positions

Institution	Previous Position
P Philadelphia Financial Management of San Francisco, LLC Hedge Fund•Sector	$23.1M 68.1K shares
Q Qube Research & Technologies Ltd Institution	$21.5M 63.3K shares
Symphony Financial, Ltd. Co. RIA/Wealth	$18.7M 55.1K shares
C Capitolis Liquid Global Markets LLC Private Equity	$7.4M 21.8K shares
F Fisher Funds Management LTD Institution	$5.9M 17.3K shares
C Cubist Systematic Strategies, LLC Institution	$5.6M 16.5K shares
Quantbot Technologies LLC Hedge Fund•Quant	$4.6M 13.5K shares
ExodusPoint Capital Management, LP Hedge Fund•Multi-Strategy	$4.1M 12.2K shares
S S.A.C. Capital Advisors Ltd. Institution	$4.1M 12.1K shares
Point72 Asset Management, L.P. Hedge Fund•Multi-Strategy	$3.7M 10.8K shares

Options Activity

Institutions with the largest Call and Put options positions in EG as of Q3 2025

Call Positions: 15
Call Value: $86.6M
Put Positions: 9
Put Value: $31.0M

Call Positions

Institution	Position Value
GOLDMAN SACHS GROUP INC Institution	$35.0M 998.0 contracts
P Philadelphia Financial Management of San Francisco, LLC Hedge Fund•Sector	$26.3M 750.0 contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$7.5M 215.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$4.8M 137.0 contracts
Interval Partners, LLC Hedge Fund•Long/Short	$3.7M 106.0 contracts
Walleye Trading LLC RIA/Wealth	$2.8M 81.0 contracts
W WOLVERINE TRADING, LLC Institution	$2.5M 72.0 contracts
J JANE STREET GROUP, LLC Institution	$2.0M 57.0 contracts
C CSS LLC/IL Institution	$945.6K 27.0 contracts
TUDOR INVESTMENT CORP ET AL Hedge Fund•Multi-Strategy	$630.4K 18.0 contracts

Put Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$20.0M 571.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$9.0M 258.0 contracts
J JANE STREET GROUP, LLC Institution	$665.4K 19.0 contracts
GOLDMAN SACHS GROUP INC Institution	$595.4K 17.0 contracts
Walleye Trading LLC RIA/Wealth	$560.4K 16.0 contracts
Walleye Trading Advisors, LLC Hedge Fund•Multi-Strategy	$105.1K 3.0 contracts
W WOLVERINE TRADING, LLC Institution	- - contracts
Caption Management, LLC Hedge Fund•Long/Short	- - contracts
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	- - contracts

Most Committed Institutions

Institutions with EG as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
ALTRINSIC GLOBAL ADVISORS LLC Long Only Manager	John Douglas Hock CEO	11.74% $317.3M	2.16% 906.1K shares	Q4 2022 Held for 2y 11m	$2.7B
T Talaria Asset Management Pty Ltd Institution	-	11.56% $64.3M	0.44% 183.5K shares	Q4 2024 Held for 11 months	$555.8M
Vulcan Value Partners, LLC Long Only Manager	Jeffrey Thomas Stdenis CEO	9.00% $496.5M	3.38% 1.4M shares	Q3 2024 Held for 1y 2m	$5.5B
Dupree Financial Group, LLC RIA/Wealth	William Martin Ambrose CFO	4.00% $10.3M	0.07% 29.4K shares	Q1 2025 Held for 8 months	$257.5M
G GRACE & WHITE INC /NY RIA/Wealth	Marc Emil Ravitz President	3.44% $16.5M	0.11% 47.2K shares	Q4 2022 Held for 2y 11m	$481.2M
GENERAL AMERICAN INVESTORS CO INC RIA/Wealth	Larry Chaiya Lee Chairman	3.16% $50.5M	0.34% 144.3K shares	Q4 2022 Held for 2y 11m	$1.6B
N NFC Investments, LLC RIA/Wealth	Charles Kyle Slatery CEO	2.97% $10.3M	0.07% 29.3K shares	Q4 2023 Held for 1y 11m	$345.4M
T Te Ahumairangi Investment Management Ltd Institution	-	2.85% $16.8M	0.11% 47.9K shares	Q4 2022 Held for 2y 11m	$588.3M
DONALD SMITH & CO., INC. Long Only Manager	Richard Lawrence Greenberg CEO	2.74% $137.1M	0.93% 391.4K shares	Q4 2024 Held for 11 months	$5.0B
PROSPECTOR PARTNERS LLC Hedge Fund•Long/Short	John Davies Gillespie Managing Partner	2.55% $20.9M	0.14% 59.8K shares	Q4 2022 Held for 2y 11m	$820.3M