Skip to main content

Everest Group, Ltd.

EG
Exchange
NYSE
Industry
Fire, Marine & Casualty Insurance
SEC CIK
0001095073

No open-market purchases or sales by Everest Group, Ltd. insiders were filed in the last 90 days; 690 institutions reported holding it in 13F filings for Q2 2026, worth $14.2B in total; no superinvestor holds it.

13F holders, Q1 2021

Institutional positions in Everest Group, Ltd. as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
464
No complete 13F data for Q4 2020
Shares held
37.7M
No complete 13F data for Q4 2020
Total value
$9.29B
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting EG on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 464 institutions
Q1 2021: 464 institutionsQ2 2021: 455 institutionsQ3 2021: 466 institutionsQ4 2021: 479 institutionsQ1 2022: 513 institutionsQ2 2022: 532 institutionsQ3 2022: 510 institutionsQ4 2022: 558 institutionsQ1 2023: 583 institutionsQ2 2023: 582 institutionsQ3 2023: 590 institutionsQ4 2023: 669 institutionsQ1 2024: 640 institutionsQ2 2024: 631 institutionsQ3 2024: 675 institutionsQ4 2024: 694 institutionsQ1 2025: 678 institutionsQ2 2025: 673 institutionsQ3 2025: 677 institutionsQ4 2025: 685 institutionsQ1 2026: 670 institutionsQ2 2026: 690 institutions
Value heldQ1 2021: $9.29B
Q1 2021: $9.29BQ2 2021: $9.58BQ3 2021: $9.38BQ4 2021: $10.2BQ1 2022: $11.1BQ2 2022: $10.2BQ3 2022: $9.66BQ4 2022: $12.1BQ1 2023: $13.1BQ2 2023: $13.7BQ3 2023: $15.1BQ4 2023: $14.2BQ1 2024: $16.2BQ2 2024: $15.4BQ3 2024: $15.8BQ4 2024: $14.6BQ1 2025: $14.7BQ2 2025: $13.6BQ3 2025: $13.5BQ4 2025: $13.4BQ1 2026: $12.0BQ2 2026: $14.2B
Institutions holding EG and their total value by quarter
QuarterHoldersValue
Q2 2026690$14.2B
Q1 2026670$12.0B
Q4 2025685$13.4B
Q3 2025677$13.5B
Q2 2025673$13.6B
Q1 2025678$14.7B
Q4 2024694$14.6B
Q3 2024675$15.8B
Q2 2024631$15.4B
Q1 2024640$16.2B
Q4 2023669$14.2B
Q3 2023590$15.1B
Q2 2023582$13.7B
Q1 2023583$13.1B
Q4 2022558$12.1B
Q3 2022510$9.66B
Q2 2022532$10.2B
Q1 2022513$11.1B
Q4 2021479$10.2B
Q3 2021466$9.38B
Q2 2021455$9.58B
Q1 2021464$9.29B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Everest Group, Ltd..

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding EG in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
FIL Ltd1$00.00%––
Allworth Financial LP1$00.00%––
Carroll Financial Associates, Inc.3$00.00%––
Patriot Financial Group Insurance Agency, LLC2$00.00%––
Aspire Private Capital, LLC1$00.00%––
Washington Trust Co6$1.00K0.00%––
Hanson & Doremus Investment Management3$1.00K0.00%––
JNBA Financial Advisors6$1.00K0.00%––
JJJ Advisors Inc.6$1.00K0.00%––
Stonebridge Capital Advisors LLC5$1.00K0.00%––
Sowell Financial Services LLC2$1.00K0.00%––
Investors Research Corp3$1.00K0.00%––
Lindbrook Capital, LLC6$1.00K0.00%––
Meridian Wealth Partners, LLC3$1.00K0.00%––
Carolinas Wealth Consulting LLC3$1.00K0.00%––
Newbridge Financial Services Group, Inc.6$1.00K0.00%––
Allred Capital Management, LLC5$1.24K0.00%––
Creative Financial Designs Inc9$2.00K0.00%––
TCI Wealth Advisors, Inc.8$2.00K0.00%––
Capital Analysts, LLC6$2.00K0.00%––
Horan Securities, Inc.9$2.00K0.00%––
Howe & Rusling Inc13$3.00K0.00%––
Parkside Financial Bank & Trust13$3.00K0.00%––
Tarbox Family Office, Inc.12$3.00K0.00%––
BerganKDV Wealth Management, LLC13$3.00K0.00%––
Ameritas Investment Company, LLC16$3.96K0.00%––
Plante Moran Financial Advisors, LLC15$4.00K0.00%––
Wealthcare Capital Management LLC17$4.00K0.00%––
Valeo Financial Advisors, LLC16$4.00K0.00%––
Private Capital Group, LLC15$4.00K0.00%––
Farmers & Merchants Investments Inc21$5.00K0.00%––
Cranbrook Wealth Management, LLC20$5.00K0.00%––
Prestige Wealth Management Group LLC22$5.00K0.00%––
Clearstead Advisors, LLC23$6.00K0.00%––
Pinnacle Bancorp, Inc.23$6.00K0.00%––
Berman Capital Advisors, LLC25$6.00K0.00%––
Evoke Wealth, LLC23$6.00K0.00%––
Fieldpoint Private Securities, LLC31$8.00K0.00%––
Wolff Wiese Magana LLC32$8.00K0.01%––
CVA Family Office, LLC35$9.00K0.00%––
Zions Bancorporation, N.A.50$12.0K0.00%––
Front Row Advisors LLC48$12.0K0.01%––
Piscataqua Savings Bank50$12.0K0.01%––
Raffa Wealth Management, LLC54$13.4K0.00%––
First Horizon Corp58$14.0K0.00%––
Central Trust Co58$14.0K0.00%––
International Assets Investment Management, LLC59$14.0K0.00%––
Atwood & Palmer Inc59$15.0K0.00%––
Rockefeller Capital Management L.P.62$15.0K0.00%––
Enterprise Financial Services Corp67$17.0K0.00%––
First Horizon Advisors, Inc.71$17.0K0.00%––
CX Institutional70$17.0K0.00%––
Signaturefd, LLC72$18.0K0.00%––
Gemmer Asset Management LLC76$19.0K0.00%––
Northwestern Mutual Wealth Management Co89$22.0K0.00%––
Larson Financial Group LLC87$22.0K0.01%––
First Manhattan Co100$24.0K0.00%––
Penserra Capital Management LLC100$24.0K0.00%––
Spire Wealth Management102$26.0K0.00%––
Assetmark, Inc115$28.0K0.00%––
KB Financial Partners, LLC115$28.0K0.01%––
Parallel Advisors, LLC124$31.0K0.00%––
Mach-1 Financial Group, Inc.142$35.0K0.03%––
Caldwell Trust Co145$35.9K0.01%––
GPS Wealth Strategies Group, LLC152$37.0K0.01%––
Heritage Wealth Management, LLC150$37.0K0.02%––
Huntington National Bank162$40.0K0.00%––
American Portfolios Advisors170$42.2K0.00%––
Quadrant Capital Group LLC195$48.0K0.01%––
First Financial Corp200$50.0K0.03%––
IAG Wealth Partners, LLC200$50.0K0.02%––
Fifth Third Bancorp216$54.0K0.00%––
IFP Advisors, Inc242$56.0K0.00%––
Eaton Vance Management233$58.0K0.00%––
Whittier Trust Co of Nevada Inc234$58.0K0.00%––
Asset Dedication, LLC250$62.0K0.01%––
Private Ocean, LLC282$70.0K0.01%––
CSat Investment Advisory, L.P.321$80.0K0.07%––
Versant Capital Management, Inc324$80.0K0.03%––
Sentry Investment Management LLC396$98.0K0.03%––
TD Ameritrade Investment Management, LLC417$98.0K0.00%––
Institutional & Family Asset Management, LLC422$105.0K0.02%––
O'Shaughnessy Asset Management, LLC451$112.0K0.00%––
Banque Cantonale Vaudoise485$120.0K0.01%––
Heritage Wealth Advisors497$123.2K0.01%––
Webster Bank, N. A.500$124.0K0.01%––
Cary Street Partner Investment Advisory LLC555$138.0K0.06%––
Bessemer Group Inc576$143.0K0.00%––
Ameritas Investment Partners, Inc.624$155.0K0.01%––
Smithfield Trust Co629$156.0K0.01%––
Advisors Asset Management, Inc.655$162.3K0.00%––
Thomas White International Ltd690$171.0K0.03%––
Ancora Advisors, LLC775$192.0K0.01%––
Longfellow Investment Management Co LLC778$193.0K0.02%––
First Hawaiian Bank826$204.0K0.01%––
Peapack Gladstone Financial Corp843$209.0K0.01%––
Avantax Advisory Services, Inc.840$209.0K0.00%––
Klingenstein Fields & Co LP850$211.0K0.01%––
Cypress Capital Group854$212.0K0.03%––
Bridgefront Capital, LLC862$214.0K0.07%––