Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in EG held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 3.3M | $1.08B | -1.7% | 8.186% | 0.02% |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 2.6M | $860.8M | — | 6.538% | 0.02% |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 2.2M | $708.6M | — | 5.382% | 0.04% |
| 4 | STATE STREET CORP | 1.9M | $604.8M | -3.0% | 4.593% | 0.02% |
| 5 | Vulcan Value Partners, LLC | 1.4M | $445.1M | -9.8% | 3.381% | 11.80% |
| 6 | AQR CAPITAL MANAGEMENT LLC | 1.4M | $444.6M | -18.0% | 3.391% | 0.20% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 1.2M | $385.6M | +1.2% | 2.939% | 0.02% |
| 8 | BARROW HANLEY MEWHINNEY & STRAUSS LLC | 1.0M | $336.1M | +8.4% | 2.552% | 1.10% |
| 9 | WELLINGTON MANAGEMENT GROUP LLP | 972K | $317.7M | -19.8% | 2.413% | 0.06% |
| 10 | Invesco Ltd. | 812K | $265.5M | +9.3% | 2.016% | 0.04% |
| 11 | ALTRINSIC GLOBAL ADVISORS LLC | 778K | $254.2M | -10.1% | 1.931% | 9.10% |
| 12 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 762K | $252.8M | +18.1% | 1.893% | 0.08% |
| 13 | ALLIANCEBERNSTEIN L.P. | 729K | $247.4M | +13.8% | 1.810% | 0.08% |
| 14 | Boston Partners | 509K | $166.2M | -31.4% | 1.263% | 0.17% |
| 15 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 506K | $165.4M | -13.4% | 1.256% | 0.55% |
| 16 | DONALD SMITH & CO., INC. | 460K | $150.4M | +5.6% | 1.142% | 2.71% |
| 17 | HSBC HOLDINGS PLC | 450K | $147.1M | — | 1.117% | 0.08% |
| 18 | DIMENSIONAL FUND ADVISORS LP | 415K | $135.6M | -3.4% | 1.030% | 0.03% |
| 19 | NORTHERN TRUST CORP | 411K | $134.2M | +2.0% | 1.019% | 0.02% |
| 20 | MORGAN STANLEY | 410K | $134.1M | -3.5% | 1.019% | 0.01% |
| 21 | Polar Capital Holdings Plc | 404K | $131.9M | 0.0% | 1.002% | 0.47% |
| 22 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 355K | $116.0M | +2.8% | 0.881% | 0.02% |
| 23 | FULLER & THALER ASSET MANAGEMENT, INC. | 352K | $115.1M | +1.7% | 0.874% | 0.39% |
| 24 | CITADEL ADVISORS LLC | 326K | $106.5M | +85.6% | 0.809% | 0.05% |
| 25 | UBS ASSET MANAGEMENT AMERICAS INC | 316K | $103.2M | +1.5% | 0.784% | 0.02% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in EG — a direct measure of their conviction.
Filings activity in EG during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 648 | 3.9% | 84.64% | 7.45 pp | $11.57B | 8.1% |
| Q4 2025 | 674 | +2.6% | 92.09% | 3.14 pp | $12.59B | 3.3% |
| Q3 2025 | 657 | +0.2% | 95.23% | 1.13 pp | $13.02B | 1.2% |
| Q2 2025 | 656 | 0.2% | 96.36% | 3.27 pp | $13.17B | 3.3% |
| Q1 2025 | 657 | 1.2% | 99.63% | 2.39 pp | $13.62B | 2.3% |
| Q4 2024 | 665 | +3.3% | 102.02% | 4.91 pp | $13.95B | 4.6% |
| Q3 2024 | 644 | +6.4% | 106.93% | 0.76 pp | $14.62B | 0.7% |
| Q2 2024 | 605 | — | 107.69% | — | $14.72B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying EG stock.
Based on Q1 2026 13F filings, institutional ownership of Everest Re Group, Ltd. stands at 84.6%, held across 648 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of EG, with approximately 3,297,585 shares worth $1.08B as of Q1 2026.
Yes — 1 widely-followed marquee investor appear among the top 25 institutional holders of EG, including CITADEL ADVISORS LLC.
Our composite Smart Money Score for EG is 29 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
82 institutions opened new positions in EG during Q1 2026, while 108 fully exited. 184 added to existing positions and 379 trimmed.
EG institutional ownership fell by 7.45 percentage points quarter-over-quarter, with a net change of -26 holders.
The top 10 institutions account for 47.1% of all reported 13F value in EG, and the top 25 account for 67.5%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Everest Re Group, Ltd. (EG) Institutional Ownership