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, Q3 2021
Institutional positions in Everest Group, Ltd. as of Sep 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
- 466
- +18 vs. Q2 2021
- Shares held
- 37.4M
- −434.2K (−1.1%) vs. Q2 2021
- Total value
- $9.38B
- −$155.9M (−1.6%) vs. Q2 2021
- New holders
- 62
- 155 more added
- Sold out
- 44
- 167 more reduced
7 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Everest Group, Ltd.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Meiji Yasuda Asset Management Co Ltd. | 815 | $204.0K | 0.01% | +815 | New |
| Vontobel Holding Ltd. | 822 | $206.0K | 0.00% | +822 | New |
| Avantax Advisory Services, Inc. | 841 | $211.0K | 0.00% | 00.0% | Unchanged |
| Klingenstein Fields & Co LP | 850 | $213.0K | 0.01% | 00.0% | Unchanged |
| Horizon Investments, LLC | 851 | $213.0K | 0.01% | +851 | New |
| First Midwest Bank Trust Division | 852 | $214.0K | 0.03% | 00.0% | Unchanged |
| E&G Advisors, LP | 860 | $216.0K | 0.06% | +860 | Added |
| Occudo Quantitative Strategies LP | 867 | $217.0K | 0.03% | +867 | New |
| MidWestOne Financial Group, Inc. | 881 | $221.0K | 0.05% | +881 | New |
| Essex Investment Management Co LLC | 891 | $223.0K | 0.03% | +58+7.0% | Added |
| Jackson Creek Investment Advisors LLC | 900 | $226.0K | 0.08% | +900 | New |
| Pitcairn Co | 918 | $230.0K | 0.02% | −10−1.1% | Reduced |
| Bessemer Group Inc | 937 | $235.0K | 0.00% | +352+60.2% | Added |
| Wolverine Trading, LLC | 1,024 | $259.0K | 0.01% | +1,024 | New |
| Thomas White International Ltd | 1,040 | $261.0K | 0.04% | +350+50.7% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 1,052 | $264.0K | 0.03% | +9+0.9% | Added |
| Checchi Capital Advisers, LLC | 1,060 | $266.0K | 0.03% | +24+2.3% | Added |
| Janney Montgomery Scott LLC | 1,061 | $266.0K | 0.00% | +42+4.1% | Added |
| Mackenzie Financial Corp | 1,072 | $269.0K | 0.00% | −14,808−93.2% | Reduced |
| Chesley Taft & Associates LLC | 1,090 | $273.0K | 0.02% | +1,090 | New |
| HM Payson & Co | 1,100 | $276.0K | 0.01% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 1,100 | $276.0K | 0.10% | 00.0% | Unchanged |
| IBM Retirement Fund | 1,107 | $278.0K | 0.02% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 1,135 | $285.0K | 0.04% | −390−25.6% | Reduced |
| Gofen & Glossberg LLC | 1,200 | $301.0K | 0.01% | 00.0% | Unchanged |
| Unison Advisors LLC | 1,206 | $302.0K | 0.08% | +7+0.6% | Added |
| World Asset Management Inc | 1,211 | $304.0K | 0.03% | −67−5.2% | Reduced |
| Balentine LLC | 1,218 | $305.0K | 0.01% | +1,218 | New |
| Redpoint Investment Management Pty Ltd | 1,265 | $317.0K | 0.03% | 00.0% | Unchanged |
| Wedge Capital Management L L P | 1,288 | $323.0K | 0.00% | −106−7.6% | Reduced |
| Cigna Investments Inc | 1,300 | $326.0K | 0.02% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 1,326 | $333.0K | 0.00% | −1,557−54.0% | Reduced |
| Meeder Asset Management Inc | 1,346 | $338.0K | 0.02% | −512−27.6% | Reduced |
| Norinchukin Bank, The | 1,349 | $338.0K | 0.00% | +130+10.7% | Added |
| D.A. Davidson & Co. | 1,352 | $339.0K | 0.00% | +58+4.5% | Added |
| Rowland & Co Investment Counsel | 1,645 | $339.2K | 0.11% | +150+10.0% | Added |
| Terry L. Blaker | 1,365 | $342.0K | 0.02% | −829−37.8% | Reduced |
| M&T Bank Corp | 1,408 | $352.0K | 0.00% | −19−1.3% | Reduced |
| TD Private Client Wealth LLC | 1,461 | $366.4K | 0.02% | −1,198−45.1% | Reduced |
| People's United Financial, Inc. | 1,492 | $374.0K | 0.01% | −16−1.1% | Reduced |
| Aull & Monroe Investment Management Corp | 1,500 | $376.0K | 0.19% | 00.0% | Unchanged |
| Harbor Advisors LLC | 1,500 | $376.0K | 0.08% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 1,559 | $391.0K | 0.07% | +1,559 | New |
| Traynor Capital Management, Inc. | 1,576 | $395.0K | 0.05% | +249+18.8% | Added |
| Ontario Teachers Pension Plan Board | 1,598 | $401.0K | 0.00% | +177+12.5% | Added |
| Commerce Bank | 1,605 | $402.0K | 0.00% | +133+9.0% | Added |
| Seelaus Asset Management LLC | 1,607 | $403.0K | 0.24% | −1,250−43.8% | Reduced |
| Meritage Group LP | 1,611 | $404.0K | 0.01% | −582−26.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 1,639 | $411.0K | 0.00% | +132+8.8% | Added |
| Legg Mason Asset Management (Japan) Co., Ltd. | 1,653 | $415.0K | 0.48% | −137−7.7% | Reduced |
| Nomura Holdings Inc | 1,663 | $419.0K | 0.00% | +323+24.1% | Added |
| Thrivent Financial for Lutherans | 1,710 | $429.0K | 0.00% | −12−0.7% | Reduced |
| Hancock Whitney Corp | 1,762 | $442.0K | 0.02% | −1,057−37.5% | Reduced |
| Advisors Asset Management, Inc. | 1,784 | $447.0K | 0.01% | +608+51.7% | Added |
| Toroso Investments, LLC | 1,806 | $453.0K | 0.02% | +304+20.2% | Added |
| ExodusPoint Capital Management, LP | 1,810 | $454.0K | 0.01% | +1,810 | New |
| Bartlett & Co. Wealth Management LLC | 1,865 | $467.7K | 0.01% | −200−9.7% | Reduced |
| Huntington National Bank | 1,869 | $468.0K | 0.00% | −275−12.8% | Reduced |
| Bartlett & Co. LLC | 1,865 | $468.0K | 0.01% | −200−9.7% | Reduced |
| Advisor Group Holdings, Inc. | 1,863 | $468.0K | 0.00% | −47−2.5% | Reduced |
| Gyon Technologies Capital Management, LP | 1,881 | $472.0K | 0.13% | +1,881 | New |
| Mirae Asset Global Investments Co., Ltd. | 1,889 | $474.0K | 0.00% | +250+15.3% | Added |
| D. E. Shaw & Co., Inc. | 1,943 | $487.0K | 0.00% | −17,142−89.8% | Reduced |
| SG Americas Securities, LLC | 1,944 | $488.0K | 0.00% | +1,944 | New |
| Versor Investments LP | 1,961 | $492.0K | 0.02% | +1,961 | New |
| Stoneridge Investment Partners LLC | 1,981 | $497.0K | 0.25% | +1,981 | New |
| Balyasny Asset Management LLC | 2,016 | $506.0K | 0.00% | −126,747−98.4% | Reduced |
| Stifel Financial Corp | 2,065 | $518.0K | 0.00% | −1,277−38.2% | Reduced |
| Vestmark Advisory Solutions, Inc. | 2,100 | $527.0K | 0.04% | −121−5.4% | Reduced |
| Raymond James Trust N.A. | 2,185 | $548.0K | 0.02% | +51+2.4% | Added |
| Pacer Advisors, Inc. | 2,208 | $554.0K | 0.01% | −283−11.4% | Reduced |
| Ossiam | 2,228 | $559.0K | 0.02% | −15,272−87.3% | Reduced |
| Bank of Stockton | 2,286 | $573.0K | 0.18% | −92−3.9% | Reduced |
| Paloma Partners Management Co | 2,319 | $582.0K | 0.03% | +260+12.6% | Added |
| Kentucky Retirement Systems | 2,355 | $591.0K | 0.03% | +21+0.9% | Added |
| Daiwa Securities Group Inc. | 2,383 | $598.0K | 0.00% | +191+8.7% | Added |
| Forsta Ap-Fonden | 2,400 | $602.0K | 0.01% | +2,400 | New |
| Ingalls & Snyder LLC | 2,415 | $606.0K | 0.03% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 2,486 | $623.0K | 0.01% | −18−0.7% | Reduced |
| Louisiana State Employees Retirement System | 2,500 | $627.0K | 0.02% | 00.0% | Unchanged |
| Citadel Investment Advisory, Inc. | 2,500 | $627.0K | 0.39% | 00.0% | Unchanged |
| Foster & Motley Inc | 2,530 | $634.0K | 0.05% | −843−25.0% | Reduced |
| Swedbank AB | 2,586 | $648.5K | 0.00% | 00.0% | Unchanged |
| First Mercantile Trust Co | 2,592 | $651.0K | 0.09% | +891+52.4% | Added |
| New Mexico Educational Retirement Board | 2,600 | $652.0K | 0.02% | −100−3.7% | Reduced |
| Blueshift Asset Management, LLC | 2,607 | $654.0K | 0.04% | +344+15.2% | Added |
| Squarepoint Ops LLC | 2,636 | $661.0K | 0.00% | −8,625−76.6% | Reduced |
| Cary Street Partner Investment Advisory LLC | 2,672 | $670.0K | 0.22% | −368−12.1% | Reduced |
| PAX Financial Group, LLC | 2,700 | $677.0K | 0.17% | +696+34.7% | Added |
| LPL Financial LLC | 2,709 | $679.0K | 0.00% | +102+3.9% | Added |
| Atlas Private Wealth Management | 2,719 | $682.0K | 0.42% | −100−3.5% | Reduced |
| Veriti Management LLC | 2,740 | $687.0K | 0.10% | +13+0.5% | Added |
| OPSEU Pension Plan Trust Fund | 2,815 | $706.0K | 0.18% | −80−2.8% | Reduced |
| Synovus Financial Corp | 2,863 | $733.0K | 0.01% | −1,503−34.4% | Reduced |
| JustInvest LLC | 2,951 | $740.0K | 0.07% | +2,951 | New |
| CWM Advisors, LLC | 3,051 | $765.0K | 0.10% | +687+29.1% | Added |
| Citadel Advisors LLC | 3,057 | $767.0K | 0.00% | −18,704−86.0% | Reduced |
| Legacy Capital Partners, Inc. | 3,083 | $773.0K | 0.28% | −650−17.4% | Reduced |
| Maryland State Retirement & Pension System | 3,011 | $773.0K | 0.02% | +3,011 | New |
| Teachers Retirement System of the State of Kentucky | 3,100 | $777.0K | 0.01% | 00.0% | Unchanged |