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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
Parallel Advisors, LLC145$37.0K0.00%+21+16.9%Added
Caldwell Trust Co145$36.5K0.00%00.0%Unchanged
KB Financial Partners, LLC102$26.0K0.01%−13−11.3%Reduced
Gemmer Asset Management LLC90$23.0K0.00%+14+18.4%Added
Wolverine Asset Management LLC92$23.0K0.00%+92New
Larson Financial Group LLC88$22.0K0.01%+1+1.1%Added
Signaturefd, LLC89$22.0K0.00%+17+23.6%Added
CX Institutional78$20.0K0.00%+8+11.4%Added
CVA Family Office, LLC70$18.0K0.01%+35+100.0%Added
Enterprise Financial Services Corp67$17.0K0.00%00.0%Unchanged
Atwood & Palmer Inc59$15.0K0.00%00.0%Unchanged
Raffa Wealth Management, LLC54$13.6K0.00%00.0%Unchanged
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
Zions Bancorporation, N.A.49$12.0K0.00%−1−2.0%Reduced
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
Fieldpoint Private Securities, LLC31$8.00K0.00%00.0%Unchanged
Wolff Wiese Magana LLC28$7.00K0.00%−4−12.5%Reduced
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
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
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
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
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
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
Royal London Asset Management Ltd0$00.00%−15,062−100.0%Sold out
HRT Financial LP0$00.00%−14,967−100.0%Sold out
Edgestream Partners, L.P.0$00.00%−14,060−100.0%Sold out
Magnetar Financial LLC0$00.00%−12,821−100.0%Sold out
SG Americas Securities, LLC0$00.00%−12,338−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−10,861−100.0%Sold out
Forsta Ap-Fonden0$00.00%−10,500−100.0%Sold out
Qube Research & Technologies Ltd0$00.00%−9,655−100.0%Sold out
Quadrature Capital Ltd0$00.00%−9,065−100.0%Sold out
Meiji Yasuda Asset Management Co Ltd.0$00.00%−5,485−100.0%Sold out
Caisse de Depot Et Placement du Quebec0$00.00%−5,424−100.0%Sold out
Two Sigma Investments, LP0$00.00%−4,761−100.0%Sold out
Two Sigma Advisers, LP0$00.00%−4,200−100.0%Sold out
Gyon Technologies Capital Management, LP0$00.00%−4,023−100.0%Sold out
Voloridge Investment Management, LLC0$00.00%−4,008−100.0%Sold out
Maryland State Retirement & Pension System0$00.00%−3,011−100.0%Sold out
Wellington Management Group LLP0$00.00%−2,612−100.0%Sold out
AGF Investments LLC0$00.00%−2,600−100.0%Sold out
JustInvest LLC0$00.00%−2,395−100.0%Sold out
Wolverine Trading, LLC0$00.00%−2,317−100.0%Sold out
Occudo Quantitative Strategies LP0$00.00%−2,157−100.0%Sold out
Virtu Financial LLC0$00.00%−2,148−100.0%Sold out
KCS Wealth Advisory0$00.00%−1,978−100.0%Sold out
Tudor Investment Corp Et Al0$00.00%−1,783−100.0%Sold out
Dynamic Technology Lab Private Ltd0$00.00%−1,743−100.0%Sold out
Quantbot Technologies LP0$00.00%−1,662−100.0%Sold out
Agf Investments Inc.0$00.00%−1,636−100.0%Sold out
Campbell & CO Investment Adviser LLC0$00.00%−1,400−100.0%Sold out
Centiva Capital, LP0$00.00%−1,399−100.0%Sold out
Aigen Investment Management, LP0$00.00%−1,400−100.0%Sold out
Fox Run Management, L.L.C.0$00.00%−1,334−100.0%Sold out
LMR Partners LLP0$00.00%−1,185−100.0%Sold out
Jump Financial, LLC0$00.00%−1,049−100.0%Sold out
Banco Bilbao Vizcaya Argentaria, S.A.0$00.00%−889−100.0%Sold out
Bridgefront Capital, LLC0$00.00%−862−100.0%Sold out
First Hawaiian Bank0$00.00%−826−100.0%Sold out
Heritage Wealth Advisors0$00.00%−497−100.0%Sold out
Assetmark, Inc0$00.00%−115−100.0%Sold out
Spire Wealth Management0$00.00%−102−100.0%Sold out
Penserra Capital Management LLC0$00.00%−100−100.0%Sold out
International Assets Investment Management, LLC0$00.00%−59−100.0%Sold out
Wealthcare Capital Management LLC0$00.00%−17−100.0%Sold out
Valeo Financial Advisors, LLC0$00.00%−16−100.0%Sold out
Ameritas Investment Company, LLC0$00.00%−16−100.0%Sold out
Allred Capital Management, LLC0$00.00%−5−100.0%Sold out