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 |
|---|---|---|---|---|---|
| Parallel Advisors, LLC | 145 | $37.0K | 0.00% | +21+16.9% | Added |
| Caldwell Trust Co | 145 | $36.5K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 102 | $26.0K | 0.01% | −13−11.3% | Reduced |
| Gemmer Asset Management LLC | 90 | $23.0K | 0.00% | +14+18.4% | Added |
| Wolverine Asset Management LLC | 92 | $23.0K | 0.00% | +92 | New |
| Larson Financial Group LLC | 88 | $22.0K | 0.01% | +1+1.1% | Added |
| Signaturefd, LLC | 89 | $22.0K | 0.00% | +17+23.6% | Added |
| CX Institutional | 78 | $20.0K | 0.00% | +8+11.4% | Added |
| CVA Family Office, LLC | 70 | $18.0K | 0.01% | +35+100.0% | Added |
| Enterprise Financial Services Corp | 67 | $17.0K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 59 | $15.0K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 54 | $13.6K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 55 | $13.0K | 0.00% | −3−5.2% | Reduced |
| Central Trust Co | 50 | $13.0K | 0.00% | −8−13.8% | Reduced |
| Piscataqua Savings Bank | 50 | $13.0K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 49 | $12.0K | 0.00% | −1−2.0% | Reduced |
| Sentry Investment Management LLC | 42 | $11.0K | 0.00% | −354−89.4% | Reduced |
| First Horizon Advisors, Inc. | 42 | $11.0K | 0.00% | −29−40.8% | Reduced |
| Front Row Advisors LLC | 42 | $11.0K | 0.00% | −6−12.5% | Reduced |
| Fieldpoint Private Securities, LLC | 31 | $8.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 28 | $7.00K | 0.00% | −4−12.5% | Reduced |
| Pinnacle Bancorp, Inc. | 23 | $6.00K | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 25 | $6.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 23 | $6.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 21 | $5.00K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 20 | $5.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 19 | $5.00K | 0.00% | +6+46.2% | Added |
| Plante Moran Financial Advisors, LLC | 15 | $4.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 15 | $4.00K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 17 | $4.00K | 0.00% | +17 | New |
| Sonora Investment Management, LLC | 15 | $4.00K | 0.00% | +15 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 10 | $3.00K | 0.00% | −41,428−100.0% | Reduced |
| Clearstead Advisors, LLC | 12 | $3.00K | 0.00% | −11−47.8% | Reduced |
| Howe & Rusling Inc | 13 | $3.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 13 | $3.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 11 | $3.00K | 0.00% | +11 | New |
| Alaethes Wealth LLC | 12 | $3.00K | 0.00% | +12 | New |
| Tarbox Family Office, Inc. | 8 | $2.00K | 0.00% | −4−33.3% | Reduced |
| Creative Financial Designs Inc | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 7 | $2.00K | 0.00% | +1+16.7% | Added |
| Horan Securities, Inc. | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 6 | $2.00K | 0.00% | +6 | New |
| Glassman Wealth Services | 6 | $2.00K | 0.00% | +6 | New |
| Steward Partners Investment Advisory, LLC | 8 | $2.00K | 0.00% | +8 | New |
| Trustcore Financial Services, LLC | 8 | $2.00K | 0.00% | +8 | New |
| Prestige Wealth Management Group LLC | 4 | $1.00K | 0.00% | −18−81.8% | Reduced |
| Investors Research Corp | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Royal London Asset Management Ltd | 0 | $0 | 0.00% | −15,062−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −14,967−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −14,060−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −12,821−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −12,338−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −10,861−100.0% | Sold out |
| Forsta Ap-Fonden | 0 | $0 | 0.00% | −10,500−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −9,655−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −9,065−100.0% | Sold out |
| Meiji Yasuda Asset Management Co Ltd. | 0 | $0 | 0.00% | −5,485−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −5,424−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −4,761−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −4,200−100.0% | Sold out |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −4,023−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −4,008−100.0% | Sold out |
| Maryland State Retirement & Pension System | 0 | $0 | 0.00% | −3,011−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −2,612−100.0% | Sold out |
| AGF Investments LLC | 0 | $0 | 0.00% | −2,600−100.0% | Sold out |
| JustInvest LLC | 0 | $0 | 0.00% | −2,395−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −2,317−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −2,157−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −2,148−100.0% | Sold out |
| KCS Wealth Advisory | 0 | $0 | 0.00% | −1,978−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −1,783−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −1,743−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −1,662−100.0% | Sold out |
| Agf Investments Inc. | 0 | $0 | 0.00% | −1,636−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −1,400−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −1,399−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −1,400−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −1,334−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −1,185−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −1,049−100.0% | Sold out |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0 | $0 | 0.00% | −889−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −862−100.0% | Sold out |
| First Hawaiian Bank | 0 | $0 | 0.00% | −826−100.0% | Sold out |
| Heritage Wealth Advisors | 0 | $0 | 0.00% | −497−100.0% | Sold out |
| Assetmark, Inc | 0 | $0 | 0.00% | −115−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −102−100.0% | Sold out |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −59−100.0% | Sold out |
| Wealthcare Capital Management LLC | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Valeo Financial Advisors, LLC | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Ameritas Investment Company, LLC | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Allred Capital Management, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |