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 |
|---|---|---|---|---|---|
| Bartlett & Co. Wealth Management LLC | 2,065 | $520.4K | 0.01% | −100−4.6% | Reduced |
| Bartlett & Co. LLC | 2,065 | $520.0K | 0.01% | −100−4.6% | Reduced |
| Paloma Partners Management Co | 2,059 | $519.0K | 0.01% | −1,396−40.4% | Reduced |
| PAX Financial Group, LLC | 2,004 | $505.0K | 0.13% | +779+63.6% | Added |
| American Century Companies Inc | 1,927 | $486.0K | 0.00% | +559+40.9% | Added |
| Advisor Group Holdings, Inc. | 1,910 | $482.0K | 0.00% | −489−20.4% | Reduced |
| Meeder Asset Management Inc | 1,858 | $468.0K | 0.02% | +13+0.7% | Added |
| Legg Mason Asset Management (Japan) Co., Ltd. | 1,790 | $451.0K | 0.49% | −1,064−37.3% | Reduced |
| Thrivent Financial for Lutherans | 1,722 | $434.0K | 0.00% | +7+0.4% | Added |
| First Mercantile Trust Co | 1,701 | $428.0K | 0.05% | −86−4.8% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 1,639 | $413.0K | 0.00% | +520+46.5% | Added |
| Walleye Trading LLC | 1,585 | $399.0K | 0.01% | −1,219−43.5% | Reduced |
| Cozad Asset Management Inc | 1,525 | $384.0K | 0.06% | −2,615−63.2% | Reduced |
| Northstar Advisory Group, LLC | 1,512 | $381.0K | 0.24% | 00.0% | Unchanged |
| 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 |
| Toroso Investments, LLC | 1,502 | $379.0K | 0.01% | +243+19.3% | Added |
| 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 |
| Rowland & Co Investment Counsel | 1,495 | $376.8K | 0.09% | −65−4.2% | Reduced |
| 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 |
| 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 |
| Wedge Capital Management L L P | 1,394 | $351.0K | 0.00% | −444−24.2% | Reduced |
| Nomura Holdings Inc | 1,340 | $338.0K | 0.00% | +1,340 | New |
| Traynor Capital Management, Inc. | 1,327 | $335.0K | 0.05% | −49−3.6% | Reduced |
| 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 |
| GW Henssler & Associates Ltd | 1,299 | $327.0K | 0.02% | +37+2.9% | Added |
| D.A. Davidson & Co. | 1,294 | $326.0K | 0.00% | −344−21.0% | Reduced |
| World Asset Management Inc | 1,278 | $322.0K | 0.03% | −45−3.4% | Reduced |
| Quantitative Value Technologies, LLC | 1,269 | $320.0K | 0.53% | +1,269 | New |
| Redpoint Investment Management Pty Ltd | 1,265 | $319.0K | 0.03% | −138−9.8% | Reduced |
| Gotham Asset Management, LLC | 1,244 | $314.0K | 0.01% | +48+4.0% | Added |
| BP PLC | 1,223 | $308.0K | 0.01% | −633−34.1% | Reduced |
| Norinchukin Bank, The | 1,219 | $307.0K | 0.00% | −15−1.2% | Reduced |
| 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 |
| Advisors Asset Management, Inc. | 1,176 | $296.0K | 0.00% | +521+79.5% | Added |
| IBM Retirement Fund | 1,107 | $279.0K | 0.02% | −218−16.5% | 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 |
| Kentucky Retirement Systems Insurance Trust Fund | 1,043 | $263.0K | 0.03% | −77−6.9% | Reduced |
| Checchi Capital Advisers, LLC | 1,036 | $261.0K | 0.03% | +99+10.6% | Added |
| Janney Montgomery Scott LLC | 1,019 | $257.0K | 0.00% | 00.0% | Unchanged |
| Financial Counselors Inc | 1,014 | $256.0K | 0.01% | +1,014 | New |
| Mount Yale Investment Advisors, LLC | 1,006 | $254.0K | 0.03% | −85−7.8% | Reduced |
| Pitcairn Co | 928 | $234.0K | 0.02% | −7−0.7% | Reduced |
| Globeflex Capital L P | 891 | $225.0K | 0.04% | 00.0% | Unchanged |
| Weld Capital Management LLC | 894 | $225.0K | 0.23% | +894 | New |
| E&G Advisors, LP | 0 | $217.0K | 0.06% | 0 | New |
| First Midwest Bank Trust Division | 852 | $215.0K | 0.03% | −142−14.3% | Reduced |
| Klingenstein Fields & Co LP | 850 | $214.0K | 0.01% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Switzerland) SA | 847 | $213.0K | 0.01% | −406−32.4% | Reduced |
| Avantax Advisory Services, Inc. | 841 | $212.0K | 0.00% | +1+0.1% | Added |
| Tower Research Capital LLC (TRC) | 837 | $211.0K | 0.01% | −5,971−87.7% | Reduced |
| Essex Investment Management Co LLC | 833 | $210.0K | 0.02% | −261−23.9% | Reduced |
| Cypress Capital Group | 820 | $207.0K | 0.03% | −34−4.0% | Reduced |
| Peapack Gladstone Financial Corp | 814 | $205.0K | 0.00% | −29−3.4% | Reduced |
| Vantage Consulting Group Inc | 809 | $204.0K | 0.04% | +809 | New |
| Allstate Corp | 798 | $201.0K | 0.01% | −161−16.8% | Reduced |
| Ancora Advisors, LLC | 775 | $195.0K | 0.01% | 00.0% | Unchanged |
| Thomas White International Ltd | 690 | $174.0K | 0.02% | 00.0% | Unchanged |
| IndexIQ Advisors LLC | 649 | $164.0K | 0.01% | +649 | New |
| Smithfield Trust Co | 629 | $158.0K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 585 | $147.0K | 0.00% | +9+1.6% | Added |
| Ameritas Investment Partners, Inc. | 548 | $138.0K | 0.00% | −76−12.2% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 513 | $129.3K | 0.00% | +513 | New |
| Longfellow Investment Management Co LLC | 501 | $127.0K | 0.02% | −277−35.6% | Reduced |
| Webster Bank, N. A. | 500 | $126.0K | 0.01% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 485 | $122.0K | 0.01% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 450 | $113.0K | 0.00% | −1−0.2% | Reduced |
| Canada Pension Plan Investment Board | 435 | $110.0K | 0.00% | −43,513−99.0% | Reduced |
| TD Ameritrade Investment Management, LLC | 398 | $100.0K | 0.00% | −19−4.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 337 | $86.0K | 0.00% | +248+278.7% | Added |
| Simplex Trading, LLC | 321 | $80.0K | 0.00% | −1,568−83.0% | Reduced |
| Institutional & Family Asset Management, LLC | 312 | $79.0K | 0.01% | −110−26.1% | Reduced |
| Private Ocean, LLC | 282 | $71.0K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 280 | $70.0K | 0.00% | +280 | New |
| Rockefeller Capital Management L.P. | 262 | $66.0K | 0.00% | +200+322.6% | Added |
| Whittier Trust Co of Nevada Inc | 255 | $64.0K | 0.00% | +21+9.0% | Added |
| IFP Advisors, Inc | 248 | $64.0K | 0.00% | +6+2.5% | Added |
| Asset Dedication, LLC | 250 | $63.0K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 241 | $61.0K | 0.02% | −83−25.6% | Reduced |
| State of Wyoming | 243 | $61.0K | 0.04% | +243 | New |
| Key Financial Inc | 237 | $60.0K | 0.03% | +237 | New |
| Addison Advisors LLC | 212 | $53.0K | 0.04% | +212 | New |
| IAG Wealth Partners, LLC | 202 | $51.0K | 0.02% | +2+1.0% | Added |
| First Financial Corp | 200 | $50.0K | 0.03% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 195 | $49.0K | 0.01% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 193 | $48.0K | 0.04% | +51+35.9% | Added |
| Pinebridge Investments, L.P. | 188 | $47.0K | 0.00% | −11,729−98.4% | Reduced |
| American Portfolios Advisors | 180 | $45.2K | 0.00% | +10+5.9% | Added |
| Fifth Third Bancorp | 178 | $45.0K | 0.00% | −38−17.6% | Reduced |
| Exchange Traded Concepts, LLC | 179 | $45.0K | 0.00% | +179 | New |
| GPS Wealth Strategies Group, LLC | 152 | $38.0K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 150 | $38.0K | 0.01% | 00.0% | Unchanged |