Who owns Everest Re Group (EG)
Which tracked institutional funds hold EG, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See EG company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
212 tracked funds added or opened EG while 120 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
EG’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp gap the other way — the median holder sizes EG more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in EG divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 634 tracked filers holding EG, 316 increased or opened the position and 348 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in EG between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 23
- Jupiter Topco LLC$52M
- Jain Global LLC$29M
- CAPITOLIS LIQUID GLOBAL MARKETS LLC$28M
- LEVIN CAPITAL STRATEGIES, L.P.$3M
- Swiss Life Asset Management Ltd$3M
- Dockside LLC$2M
Full exits 55
- LSV ASSET MANAGEMENT$126M
- Amundi$70M
- JANUS HENDERSON GROUP PLC$48M
- HRT FINANCIAL LP$34M
- South Dakota Investment Council$33M
- ALGEBRIS (UK) LTD$19M
Largest adds
- MASSACHUSETTS FINANCIAL SERVICES CO /MA/$408M
- BlackRock, Inc.$267M
- FIRST TRUST ADVISORS LP$180M
- NORGES BANK$173M
- ALLIANCEBERNSTEIN L.P.$94M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$92M
Largest trims
- WELLINGTON MANAGEMENT GROUP LLP$149M
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$103M
- AustralianSuper Pty Ltd$79M
- Vulcan Value Partners, LLC$75M
- CITADEL ADVISORS LLC$46M
- BALYASNY ASSET MANAGEMENT L.P.$37M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 3,220,769 | $1.2B | 9.1% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 2,583,110 | $923M | 7.3% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC trimmed | 2,068,927 | $739M | 5.8% | 2026-Q2 |
| NORGES BANK added | 1,929,157 | $689M | 5.4% | 2026-Q2 |
| STATE STREET CORP trimmed | 1,844,732 | $659M | 5.2% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 1,404,638 | $502M | 4.0% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 1,155,825 | $411M | 3.2% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 1,043,298 | $341M | 2.7% | 2026-Q2 |
| Vulcan Value Partners, LLC trimmed | 1,036,906 | $370M | 2.9% | 2026-Q2 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC trimmed | 981,772 | $351M | 2.8% | 2026-Q2 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added | 964,755 | $660M | 5.2% | 2026-Q2 |
| Invesco Ltd. added | 871,481 | $311M | 2.5% | 2026-Q2 |
| ALTRINSIC GLOBAL ADVISORS LLC trimmed | 760,522 | $272M | 2.1% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 614,688 | $220M | 1.7% | 2026-Q2 |
| Boston Partners added | 576,832 | $206M | 1.6% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 487,758 | $174M | 1.4% | 2026-Q2 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC trimmed | 479,877 | $171M | 1.4% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 470,633 | $168M | 1.3% | 2026-Q2 |
| MORGAN STANLEY added | 467,462 | $167M | 1.3% | 2026-Q2 |
| DONALD SMITH & CO., INC. trimmed | 428,873 | $153M | 1.2% | 2026-Q2 |
| HSBC HOLDINGS PLC trimmed | 410,228 | $147M | 1.2% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 378,461 | $135M | 1.1% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 359,268 | $128M | 1.0% | 2026-Q2 |
| FULLER & THALER ASSET MANAGEMENT, INC. trimmed | 342,042 | $122M | 1.0% | 2026-Q2 |
| Polar Capital Holdings Plc trimmed | 329,500 | $118M | 0.9% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 302,612 | $108M | 0.9% | 2026-Q2 |
| ASSETMARK, INC added | 296,814 | $106M | 0.8% | 2026-Q2 |
| Talaria Asset Management Pty Ltd added | 281,800 | $101M | 0.8% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 279,439 | $100M | 0.8% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC added | 279,342 | $100M | 0.8% | 2026-Q2 |
| UBS Group AG added | 273,904 | $98M | 0.8% | 2026-Q2 |
| EARNEST PARTNERS LLC added | 271,712 | $97M | 0.8% | 2026-Q2 |
| Legal & General Group Plc added | 269,461 | $96M | 0.8% | 2026-Q2 |
| CAUSEWAY CAPITAL MANAGEMENT LLC added | 252,702 | $90M | 0.7% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 235,932 | $84M | 0.7% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO trimmed | 221,973 | $79M | 0.6% | 2026-Q2 |
| SEI INVESTMENTS CO added | 201,953 | $72M | 0.6% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 200,235 | $72M | 0.6% | 2026-Q2 |
| JACOBS LEVY EQUITY MANAGEMENT, INC trimmed | 189,485 | $68M | 0.5% | 2026-Q2 |
| BARCLAYS PLC added | 187,439 | $67M | 0.5% | 2026-Q2 |
| Nuveen, LLC trimmed | 185,598 | $66M | 0.5% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 162,213 | $58M | 0.5% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 161,837 | $58M | 0.5% | 2026-Q2 |
| Woodline Partners LP added | 159,541 | $57M | 0.5% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 155,840 | $56M | 0.4% | 2026-Q2 |
| Jupiter Topco LLC new | 146,313 | $52M | 0.4% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 140,236 | $51M | 0.4% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 136,070 | $49M | 0.4% | 2026-Q2 |
| Perpetual Ltd added | 135,942 | $49M | 0.4% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 135,594 | $48M | 0.4% | 2026-Q2 |
| Robeco Institutional Asset Management B.V. added | 134,183 | $48M | 0.4% | 2026-Q2 |
| DAVIS SELECTED ADVISERS trimmed | 126,423 | $45M | 0.4% | 2026-Q2 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed | 124,207 | $44M | 0.4% | 2026-Q2 |
| DEPRINCE RACE & ZOLLO INC trimmed | 123,009 | $44M | 0.3% | 2026-Q2 |
| GENERAL AMERICAN INVESTORS CO INC trimmed | 122,909 | $44M | 0.3% | 2026-Q2 |
| FRANKLIN RESOURCES INC trimmed | 120,550 | $43M | 0.3% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 120,459 | $43M | 0.3% | 2026-Q2 |
| MACKENZIE FINANCIAL CORP added | 119,470 | $43M | 0.3% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 116,377 | $42M | 0.3% | 2026-Q2 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP trimmed | 114,411 | $41M | 0.3% | 2026-Q2 |
| Swiss National Bank trimmed | 112,880 | $40M | 0.3% | 2026-Q2 |
| STOREBRAND ASSET MANAGEMENT AS added | 106,095 | $38M | 0.3% | 2026-Q2 |
| CITIGROUP INC added | 105,377 | $38M | 0.3% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 105,162 | $38M | 0.3% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 97,850 | $35M | 0.3% | 2026-Q2 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 97,079 | $35M | 0.3% | 2026-Q2 |
| Quantinno Capital Management LP added | 94,812 | $34M | 0.3% | 2026-Q2 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 94,000 | $34M | 0.3% | 2026-Q2 |
| Vanguard Global Advisers, LLC trimmed | 92,263 | $33M | 0.3% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 90,469 | $32M | 0.3% | 2026-Q2 |
| SEB Asset Management AB trimmed | 87,543 | $31M | 0.2% | 2026-Q2 |
| FMR LLC trimmed | 83,760 | $30M | 0.2% | 2026-Q2 |
| Jain Global LLC added | 82,150 | $29M | 0.2% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 80,420 | $29M | 0.2% | 2026-Q2 |
| California Public Employees Retirement System trimmed | 78,256 | $28M | 0.2% | 2026-Q2 |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC new | 77,000 | $28M | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 76,862 | $27M | 0.2% | 2026-Q2 |
| LAZARD ASSET MANAGEMENT LLC added | 76,705 | $27M | 0.2% | 2026-Q2 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main trimmed | 73,445 | $26M | 0.2% | 2026-Q2 |
| Grantham, Mayo, Van Otterloo & Co. LLC added | 73,051 | $26M | 0.2% | 2026-Q2 |
| Bridgewater Associates, LP added | 72,182 | $26M | 0.2% | 2026-Q2 |
| KLP KAPITALFORVALTNING AS added | 71,621 | $26M | 0.2% | 2026-Q2 |
| EQUITABLE TRUST CO added | 70,117 | $25M | 0.2% | 2026-Q2 |
| Vest Financial, LLC added | 65,112 | $23M | 0.2% | 2026-Q2 |
| PANAGORA ASSET MANAGEMENT INC added | 64,814 | $23M | 0.2% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 62,299 | $22M | 0.2% | 2026-Q2 |
| Lighthouse Investment Partners, LLC added | 61,541 | $22M | 0.2% | 2026-Q2 |
| TCTC Holdings, LLC | 60,800 | $22M | 0.2% | 2026-Q2 |
| CAPITAL FUND MANAGEMENT S.A. added | 57,528 | $21M | 0.2% | 2026-Q2 |
| ASR Vermogensbeheer N.V. added | 57,365 | $20M | 0.2% | 2026-Q2 |
| Arnhold LLC added | 56,338 | $20M | 0.2% | 2026-Q2 |
| M&G PLC added | 55,510 | $20M | 0.2% | 2026-Q2 |
| Allianz Asset Management GmbH added | 55,313 | $18M | 0.1% | 2026-Q2 |
| Te Ahumairangi Investment Management Ltd added | 54,839 | $20M | 0.2% | 2026-Q2 |
| DANSKE BANK A/S trimmed | 52,232 | $19M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 52,060 | $19M | 0.1% | 2026-Q2 |
| Universal- Beteiligungs- und Servicegesellschaft mbH trimmed | 51,054 | $18M | 0.1% | 2026-Q2 |
| MIRABELLA FINANCIAL SERVICES LLP trimmed | 50,444 | $18M | 0.1% | 2026-Q2 |
| Public Sector Pension Investment Board added | 50,293 | $18M | 0.1% | 2026-Q2 |
| MARTINGALE ASSET MANAGEMENT L P trimmed | 50,131 | $18M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.