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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 690 | $14.2B |
| Q1 2026 | 670 | $12.0B |
| Q4 2025 | 685 | $13.4B |
| Q3 2025 | 677 | $13.5B |
| Q2 2025 | 673 | $13.6B |
| Q1 2025 | 678 | $14.7B |
| Q4 2024 | 694 | $14.6B |
| Q3 2024 | 675 | $15.8B |
| Q2 2024 | 631 | $15.4B |
| Q1 2024 | 640 | $16.2B |
| Q4 2023 | 669 | $14.2B |
| Q3 2023 | 590 | $15.1B |
| Q2 2023 | 582 | $13.7B |
| Q1 2023 | 583 | $13.1B |
| Q4 2022 | 558 | $12.1B |
| Q3 2022 | 510 | $9.66B |
| Q2 2022 | 532 | $10.2B |
| Q1 2022 | 513 | $11.1B |
| Q4 2021 | 479 | $10.2B |
| Q3 2021 | 466 | $9.38B |
| Q2 2021 | 455 | $9.58B |
| Q1 2021 | 464 | $9.29B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Everest Group, Ltd.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| First Midwest Bank Trust Division | 852 | $215.0K | 0.03% | −142−14.3% | Reduced |
| E&G Advisors, LP | 0 | $217.0K | 0.06% | 0 | New |
| Globeflex Capital L P | 891 | $225.0K | 0.04% | 00.0% | Unchanged |
| Weld Capital Management LLC | 894 | $225.0K | 0.23% | +894 | New |
| Pitcairn Co | 928 | $234.0K | 0.02% | −7−0.7% | Reduced |
| Mount Yale Investment Advisors, LLC | 1,006 | $254.0K | 0.03% | −85−7.8% | Reduced |
| Financial Counselors Inc | 1,014 | $256.0K | 0.01% | +1,014 | New |
| Janney Montgomery Scott LLC | 1,019 | $257.0K | 0.00% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 1,036 | $261.0K | 0.03% | +99+10.6% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 1,043 | $263.0K | 0.03% | −77−6.9% | Reduced |
| Fulton Bank, N.A. | 1,100 | $277.0K | 0.01% | −127−10.4% | Reduced |
| HM Payson & Co | 1,100 | $277.0K | 0.01% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 1,100 | $277.0K | 0.09% | 00.0% | Unchanged |
| IBM Retirement Fund | 1,107 | $279.0K | 0.02% | −218−16.5% | Reduced |
| Advisors Asset Management, Inc. | 1,176 | $296.0K | 0.00% | +521+79.5% | Added |
| Gofen & Glossberg LLC | 1,200 | $302.0K | 0.01% | 00.0% | Unchanged |
| Unison Advisors LLC | 1,199 | $302.0K | 0.06% | +7+0.6% | Added |
| Norinchukin Bank, The | 1,219 | $307.0K | 0.00% | −15−1.2% | Reduced |
| BP PLC | 1,223 | $308.0K | 0.01% | −633−34.1% | Reduced |
| Gotham Asset Management, LLC | 1,244 | $314.0K | 0.01% | +48+4.0% | Added |
| Redpoint Investment Management Pty Ltd | 1,265 | $319.0K | 0.03% | −138−9.8% | Reduced |
| Quantitative Value Technologies, LLC | 1,269 | $320.0K | 0.53% | +1,269 | New |
| World Asset Management Inc | 1,278 | $322.0K | 0.03% | −45−3.4% | Reduced |
| D.A. Davidson & Co. | 1,294 | $326.0K | 0.00% | −344−21.0% | Reduced |
| GW Henssler & Associates Ltd | 1,299 | $327.0K | 0.02% | +37+2.9% | Added |
| Cigna Investments Inc | 1,300 | $328.0K | 0.02% | −200−13.3% | Reduced |
| Echo Street Capital Management LLC | 1,300 | $328.0K | 0.00% | +1,300 | New |
| Traynor Capital Management, Inc. | 1,327 | $335.0K | 0.05% | −49−3.6% | Reduced |
| Nomura Holdings Inc | 1,340 | $338.0K | 0.00% | +1,340 | New |
| Wedge Capital Management L L P | 1,394 | $351.0K | 0.00% | −444−24.2% | Reduced |
| Ontario Teachers Pension Plan Board | 1,421 | $358.0K | 0.00% | −5,489−79.4% | Reduced |
| M&T Bank Corp | 1,427 | $358.0K | 0.00% | +42+3.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 1,471 | $371.0K | 0.00% | −6−0.4% | Reduced |
| Commerce Bank | 1,472 | $371.0K | 0.00% | 00.0% | Unchanged |
| Rowland & Co Investment Counsel | 1,495 | $376.8K | 0.09% | −65−4.2% | Reduced |
| Aull & Monroe Investment Management Corp | 1,500 | $378.0K | 0.18% | 00.0% | Unchanged |
| Harbor Advisors LLC | 1,500 | $378.0K | 0.07% | 00.0% | Unchanged |
| Stevens Capital Management LP | 1,500 | $378.0K | 0.11% | +1,500 | New |
| Toroso Investments, LLC | 1,502 | $379.0K | 0.01% | +243+19.3% | Added |
| People's United Financial, Inc. | 1,508 | $380.0K | 0.01% | +157+11.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 1,507 | $380.0K | 0.00% | +1,507 | New |
| Northstar Advisory Group, LLC | 1,512 | $381.0K | 0.24% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 1,525 | $384.0K | 0.06% | −2,615−63.2% | Reduced |
| Walleye Trading LLC | 1,585 | $399.0K | 0.01% | −1,219−43.5% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 1,639 | $413.0K | 0.00% | +520+46.5% | Added |
| First Mercantile Trust Co | 1,701 | $428.0K | 0.05% | −86−4.8% | Reduced |
| Thrivent Financial for Lutherans | 1,722 | $434.0K | 0.00% | +7+0.4% | Added |
| Legg Mason Asset Management (Japan) Co., Ltd. | 1,790 | $451.0K | 0.49% | −1,064−37.3% | Reduced |
| Meeder Asset Management Inc | 1,858 | $468.0K | 0.02% | +13+0.7% | Added |
| Advisor Group Holdings, Inc. | 1,910 | $482.0K | 0.00% | −489−20.4% | Reduced |
| American Century Companies Inc | 1,927 | $486.0K | 0.00% | +559+40.9% | Added |
| PAX Financial Group, LLC | 2,004 | $505.0K | 0.13% | +779+63.6% | Added |
| Paloma Partners Management Co | 2,059 | $519.0K | 0.01% | −1,396−40.4% | Reduced |
| Bartlett & Co. LLC | 2,065 | $520.0K | 0.01% | −100−4.6% | Reduced |
| Bartlett & Co. Wealth Management LLC | 2,065 | $520.4K | 0.01% | −100−4.6% | Reduced |
| Raymond James Trust N.A. | 2,134 | $538.0K | 0.02% | −2,413−53.1% | Reduced |
| Huntington National Bank | 2,144 | $541.0K | 0.01% | +1,982+1,223.5% | Added |
| Daiwa Securities Group Inc. | 2,192 | $552.0K | 0.00% | +49+2.3% | Added |
| Terry L. Blaker | 2,194 | $553.0K | 0.04% | −15−0.7% | Reduced |
| Meritage Group LP | 2,193 | $553.0K | 0.01% | +2,193 | New |
| Vestmark Advisory Solutions, Inc. | 2,221 | $560.0K | 0.04% | −92−4.0% | Reduced |
| Blueshift Asset Management, LLC | 2,263 | $570.0K | 0.03% | +2,263 | New |
| Eaton Vance Management | 2,263 | $571.0K | 0.00% | +2,030+871.2% | Added |
| Kentucky Retirement Systems | 2,334 | $588.0K | 0.03% | −122−5.0% | Reduced |
| CWM Advisors, LLC | 2,364 | $596.0K | 0.08% | +795+50.7% | Added |
| Bank of Stockton | 2,378 | $599.0K | 0.18% | −15−0.6% | Reduced |
| Ingalls & Snyder LLC | 2,415 | $609.0K | 0.03% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 2,491 | $628.0K | 0.01% | +150+6.4% | Added |
| Louisiana State Employees Retirement System | 2,500 | $630.0K | 0.02% | 00.0% | Unchanged |
| Citadel Investment Advisory, Inc. | 2,500 | $630.0K | 0.39% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 2,504 | $631.0K | 0.02% | −497−16.6% | Reduced |
| Swedbank AB | 2,586 | $651.7K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 2,607 | $657.0K | 0.00% | −793−23.3% | Reduced |
| TD Private Client Wealth LLC | 2,659 | $670.1K | 0.03% | −341−11.4% | Reduced |
| New Mexico Educational Retirement Board | 2,700 | $680.0K | 0.02% | +100+3.8% | Added |
| Veriti Management LLC | 2,727 | $687.0K | 0.10% | +2,727 | New |
| Jane Street Group, LLC | 2,727 | $688.0K | 0.00% | −1,593−36.9% | Reduced |
| Engineers Gate Manager LP | 2,792 | $704.0K | 0.05% | −80−2.8% | Reduced |
| Annandale Capital, LLC | 2,800 | $706.0K | 0.43% | +2,800 | New |
| Hancock Whitney Corp | 2,819 | $710.0K | 0.02% | −7,814−73.5% | Reduced |
| Atlas Private Wealth Management | 2,819 | $710.0K | 0.44% | −425−13.1% | Reduced |
| Seelaus Asset Management LLC | 2,857 | $720.0K | 0.42% | +2,857 | New |
| CIBC World Markets Inc. | 2,883 | $727.0K | 0.00% | +2,883 | New |
| OPSEU Pension Plan Trust Fund | 2,895 | $730.0K | 0.19% | −1,454−33.4% | Reduced |
| Cary Street Partner Investment Advisory LLC | 3,040 | $766.0K | 0.25% | +2,485+447.7% | Added |
| Teachers Retirement System of the State of Kentucky | 3,100 | $781.0K | 0.01% | 00.0% | Unchanged |
| Keybank National Association | 3,156 | $795.0K | 0.00% | −2,763−46.7% | Reduced |
| Verition Fund Management LLC | 3,235 | $815.0K | 0.01% | +3,235 | New |
| ING Groep NV | 3,292 | $830.0K | 0.01% | +644+24.3% | Added |
| Brinker Capital Investments, LLC | 3,334 | $840.0K | 0.01% | +1,433+75.4% | Added |
| Oppenheimer & Co Inc | 3,338 | $842.0K | 0.02% | −4,100−55.1% | Reduced |
| Stifel Financial Corp | 3,342 | $842.0K | 0.00% | −171−4.9% | Reduced |
| Securian Asset Management, Inc | 3,364 | $848.0K | 0.02% | −100−2.9% | Reduced |
| Foster & Motley Inc | 3,373 | $850.0K | 0.07% | −1,203−26.3% | Reduced |
| Advisor Partners LLC | 3,424 | $863.0K | 0.06% | −26−0.8% | Reduced |
| CIBC Asset Management Inc | 3,462 | $872.0K | 0.00% | +11+0.3% | Added |
| Gilman Hill Asset Management, LLC | 3,573 | $900.0K | 0.23% | +390+12.3% | Added |
| Legacy Capital Partners, Inc. | 3,733 | $941.0K | 0.34% | −200−5.1% | Reduced |
| Canvas Wealth Advisors, LLC | 3,958 | $998.0K | 0.45% | +187+5.0% | Added |
| Nissay Asset Management Corp | 4,025 | $1.01M | 0.01% | −26−0.6% | Reduced |