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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, Q2 2021

Institutional positions in Everest Group, Ltd. as of Jun 30, 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
455
−4 vs. Q1 2021
Shares held
38.0M
+545.4K (+1.5%) vs. Q1 2021
Total value
$9.58B
+$330.4M (+3.6%) vs. Q1 2021
New holders
49
156 more added
Sold out
53
180 more reduced

5 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2021: new holders, sold out and not filed yet

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 holdersQ2 2021: 455 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 heldQ2 2021: $9.58B
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, Q2 2021

Shares, value and share of portfolio for each institution holding Everest Group, Ltd.; share changes are against Q1 2021.

Institutions holding EG in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Prestige Wealth Management Group LLC4$1.00K0.00%−18−81.8%Reduced
Investors Research Corp3$1.00K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC3$1.00K0.00%00.0%Unchanged
Patriot Financial Group Insurance Agency, LLC2$1.00K0.00%00.0%Unchanged
Tarbox Family Office, Inc.8$2.00K0.00%−4−33.3%Reduced
Creative Financial Designs Inc9$2.00K0.00%00.0%Unchanged
TCI Wealth Advisors, Inc.8$2.00K0.00%00.0%Unchanged
Capital Analysts, LLC7$2.00K0.00%+1+16.7%Added
Horan Securities, Inc.9$2.00K0.00%00.0%Unchanged
Washington Trust Co6$2.00K0.00%00.0%Unchanged
JNBA Financial Advisors6$2.00K0.00%00.0%Unchanged
JJJ Advisors Inc.6$2.00K0.00%00.0%Unchanged
Lindbrook Capital, LLC6$2.00K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.6$2.00K0.00%00.0%Unchanged
Harbour Investments, Inc.6$2.00K0.00%+6New
Glassman Wealth Services6$2.00K0.00%+6New
Steward Partners Investment Advisory, LLC8$2.00K0.00%+8New
Trustcore Financial Services, LLC8$2.00K0.00%+8New
Healthcare of Ontario Pension Plan Trust Fund10$3.00K0.00%−41,428−100.0%Reduced
Clearstead Advisors, LLC12$3.00K0.00%−11−47.8%Reduced
Howe & Rusling Inc13$3.00K0.00%00.0%Unchanged
BerganKDV Wealth Management, LLC13$3.00K0.00%00.0%Unchanged
MV Capital Management, Inc.11$3.00K0.00%+11New
Alaethes Wealth LLC12$3.00K0.00%+12New
Plante Moran Financial Advisors, LLC15$4.00K0.00%00.0%Unchanged
Private Capital Group, LLC15$4.00K0.00%00.0%Unchanged
Brown Brothers Harriman & Co17$4.00K0.00%+17New
Sonora Investment Management, LLC15$4.00K0.00%+15New
Farmers & Merchants Investments Inc21$5.00K0.00%00.0%Unchanged
Cranbrook Wealth Management, LLC20$5.00K0.00%00.0%Unchanged
Parkside Financial Bank & Trust19$5.00K0.00%+6+46.2%Added
Pinnacle Bancorp, Inc.23$6.00K0.00%00.0%Unchanged
Berman Capital Advisors, LLC25$6.00K0.00%00.0%Unchanged
Evoke Wealth, LLC23$6.00K0.00%00.0%Unchanged
Wolff Wiese Magana LLC28$7.00K0.00%−4−12.5%Reduced
Fieldpoint Private Securities, LLC31$8.00K0.00%00.0%Unchanged
Sentry Investment Management LLC42$11.0K0.00%−354−89.4%Reduced
First Horizon Advisors, Inc.42$11.0K0.00%−29−40.8%Reduced
Front Row Advisors LLC42$11.0K0.00%−6−12.5%Reduced
Zions Bancorporation, N.A.49$12.0K0.00%−1−2.0%Reduced
First Horizon Corp55$13.0K0.00%−3−5.2%Reduced
Central Trust Co50$13.0K0.00%−8−13.8%Reduced
Piscataqua Savings Bank50$13.0K0.01%00.0%Unchanged
Raffa Wealth Management, LLC54$13.6K0.00%00.0%Unchanged
Atwood & Palmer Inc59$15.0K0.00%00.0%Unchanged
Enterprise Financial Services Corp67$17.0K0.00%00.0%Unchanged
CVA Family Office, LLC70$18.0K0.01%+35+100.0%Added
CX Institutional78$20.0K0.00%+8+11.4%Added
Larson Financial Group LLC88$22.0K0.01%+1+1.1%Added
Signaturefd, LLC89$22.0K0.00%+17+23.6%Added
Gemmer Asset Management LLC90$23.0K0.00%+14+18.4%Added
Wolverine Asset Management LLC92$23.0K0.00%+92New
KB Financial Partners, LLC102$26.0K0.01%−13−11.3%Reduced
Caldwell Trust Co145$36.5K0.00%00.0%Unchanged
Parallel Advisors, LLC145$37.0K0.00%+21+16.9%Added
GPS Wealth Strategies Group, LLC152$38.0K0.01%00.0%Unchanged
Heritage Wealth Management, LLC150$38.0K0.01%00.0%Unchanged
Fifth Third Bancorp178$45.0K0.00%−38−17.6%Reduced
Exchange Traded Concepts, LLC179$45.0K0.00%+179New
American Portfolios Advisors180$45.2K0.00%+10+5.9%Added
Pinebridge Investments, L.P.188$47.0K0.00%−11,729−98.4%Reduced
Mach-1 Financial Group, Inc.193$48.0K0.04%+51+35.9%Added
Quadrant Capital Group LLC195$49.0K0.01%00.0%Unchanged
First Financial Corp200$50.0K0.03%00.0%Unchanged
IAG Wealth Partners, LLC202$51.0K0.02%+2+1.0%Added
Addison Advisors LLC212$53.0K0.04%+212New
Key Financial Inc237$60.0K0.03%+237New
Versant Capital Management, Inc241$61.0K0.02%−83−25.6%Reduced
State of Wyoming243$61.0K0.04%+243New
Asset Dedication, LLC250$63.0K0.01%00.0%Unchanged
Whittier Trust Co of Nevada Inc255$64.0K0.00%+21+9.0%Added
IFP Advisors, Inc248$64.0K0.00%+6+2.5%Added
Rockefeller Capital Management L.P.262$66.0K0.00%+200+322.6%Added
Advisory Services Network, LLC280$70.0K0.00%+280New
Private Ocean, LLC282$71.0K0.01%00.0%Unchanged
Institutional & Family Asset Management, LLC312$79.0K0.01%−110−26.1%Reduced
Simplex Trading, LLC321$80.0K0.00%−1,568−83.0%Reduced
Northwestern Mutual Wealth Management Co337$86.0K0.00%+248+278.7%Added
TD Ameritrade Investment Management, LLC398$100.0K0.00%−19−4.6%Reduced
Canada Pension Plan Investment Board435$110.0K0.00%−43,513−99.0%Reduced
O'Shaughnessy Asset Management, LLC450$113.0K0.00%−1−0.2%Reduced
Banque Cantonale Vaudoise485$122.0K0.01%00.0%Unchanged
Webster Bank, N. A.500$126.0K0.01%00.0%Unchanged
Longfellow Investment Management Co LLC501$127.0K0.02%−277−35.6%Reduced
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main513$129.3K0.00%+513New
Ameritas Investment Partners, Inc.548$138.0K0.00%−76−12.2%Reduced
Bessemer Group Inc585$147.0K0.00%+9+1.6%Added
Smithfield Trust Co629$158.0K0.01%00.0%Unchanged
IndexIQ Advisors LLC649$164.0K0.01%+649New
Thomas White International Ltd690$174.0K0.02%00.0%Unchanged
Ancora Advisors, LLC775$195.0K0.01%00.0%Unchanged
Allstate Corp798$201.0K0.01%−161−16.8%Reduced
Vantage Consulting Group Inc809$204.0K0.04%+809New
Peapack Gladstone Financial Corp814$205.0K0.00%−29−3.4%Reduced
Cypress Capital Group820$207.0K0.03%−34−4.0%Reduced
Essex Investment Management Co LLC833$210.0K0.02%−261−23.9%Reduced
Tower Research Capital LLC (TRC)837$211.0K0.01%−5,971−87.7%Reduced
Avantax Advisory Services, Inc.841$212.0K0.00%+1+0.1%Added
Lombard Odier Asset Management (Switzerland) SA847$213.0K0.01%−406−32.4%Reduced
Klingenstein Fields & Co LP850$214.0K0.01%00.0%Unchanged