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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, 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.

Institutional holdersQ3 2021: 466 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 heldQ3 2021: $9.38B
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, Q3 2021

Shares, value and share of portfolio for each institution holding Everest Group, Ltd.; share changes are against Q2 2021.

Institutions holding EG in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Meiji Yasuda Asset Management Co Ltd.815$204.0K0.01%+815New
Vontobel Holding Ltd.822$206.0K0.00%+822New
Avantax Advisory Services, Inc.841$211.0K0.00%00.0%Unchanged
Klingenstein Fields & Co LP850$213.0K0.01%00.0%Unchanged
Horizon Investments, LLC851$213.0K0.01%+851New
First Midwest Bank Trust Division852$214.0K0.03%00.0%Unchanged
E&G Advisors, LP860$216.0K0.06%+860Added
Occudo Quantitative Strategies LP867$217.0K0.03%+867New
MidWestOne Financial Group, Inc.881$221.0K0.05%+881New
Essex Investment Management Co LLC891$223.0K0.03%+58+7.0%Added
Jackson Creek Investment Advisors LLC900$226.0K0.08%+900New
Pitcairn Co918$230.0K0.02%−10−1.1%Reduced
Bessemer Group Inc937$235.0K0.00%+352+60.2%Added
Wolverine Trading, LLC1,024$259.0K0.01%+1,024New
Thomas White International Ltd1,040$261.0K0.04%+350+50.7%Added
Kentucky Retirement Systems Insurance Trust Fund1,052$264.0K0.03%+9+0.9%Added
Checchi Capital Advisers, LLC1,060$266.0K0.03%+24+2.3%Added
Janney Montgomery Scott LLC1,061$266.0K0.00%+42+4.1%Added
Mackenzie Financial Corp1,072$269.0K0.00%−14,808−93.2%Reduced
Chesley Taft & Associates LLC1,090$273.0K0.02%+1,090New
HM Payson & Co1,100$276.0K0.01%00.0%Unchanged
Wellington Shields & Co., LLC1,100$276.0K0.10%00.0%Unchanged
IBM Retirement Fund1,107$278.0K0.02%00.0%Unchanged
Cozad Asset Management Inc1,135$285.0K0.04%−390−25.6%Reduced
Gofen & Glossberg LLC1,200$301.0K0.01%00.0%Unchanged
Unison Advisors LLC1,206$302.0K0.08%+7+0.6%Added
World Asset Management Inc1,211$304.0K0.03%−67−5.2%Reduced
Balentine LLC1,218$305.0K0.01%+1,218New
Redpoint Investment Management Pty Ltd1,265$317.0K0.03%00.0%Unchanged
Wedge Capital Management L L P1,288$323.0K0.00%−106−7.6%Reduced
Cigna Investments Inc1,300$326.0K0.02%00.0%Unchanged
CIBC World Markets Inc.1,326$333.0K0.00%−1,557−54.0%Reduced
Meeder Asset Management Inc1,346$338.0K0.02%−512−27.6%Reduced
Norinchukin Bank, The1,349$338.0K0.00%+130+10.7%Added
D.A. Davidson & Co.1,352$339.0K0.00%+58+4.5%Added
Rowland & Co Investment Counsel1,645$339.2K0.11%+150+10.0%Added
Terry L. Blaker1,365$342.0K0.02%−829−37.8%Reduced
M&T Bank Corp1,408$352.0K0.00%−19−1.3%Reduced
TD Private Client Wealth LLC1,461$366.4K0.02%−1,198−45.1%Reduced
People's United Financial, Inc.1,492$374.0K0.01%−16−1.1%Reduced
Aull & Monroe Investment Management Corp1,500$376.0K0.19%00.0%Unchanged
Harbor Advisors LLC1,500$376.0K0.08%00.0%Unchanged
Y-Intercept (Hong Kong) Ltd1,559$391.0K0.07%+1,559New
Traynor Capital Management, Inc.1,576$395.0K0.05%+249+18.8%Added
Ontario Teachers Pension Plan Board1,598$401.0K0.00%+177+12.5%Added
Commerce Bank1,605$402.0K0.00%+133+9.0%Added
Seelaus Asset Management LLC1,607$403.0K0.24%−1,250−43.8%Reduced
Meritage Group LP1,611$404.0K0.01%−582−26.5%Reduced
Cambridge Investment Research Advisors, Inc.1,639$411.0K0.00%+132+8.8%Added
Legg Mason Asset Management (Japan) Co., Ltd.1,653$415.0K0.48%−137−7.7%Reduced
Nomura Holdings Inc1,663$419.0K0.00%+323+24.1%Added
Thrivent Financial for Lutherans1,710$429.0K0.00%−12−0.7%Reduced
Hancock Whitney Corp1,762$442.0K0.02%−1,057−37.5%Reduced
Advisors Asset Management, Inc.1,784$447.0K0.01%+608+51.7%Added
Toroso Investments, LLC1,806$453.0K0.02%+304+20.2%Added
ExodusPoint Capital Management, LP1,810$454.0K0.01%+1,810New
Bartlett & Co. Wealth Management LLC1,865$467.7K0.01%−200−9.7%Reduced
Huntington National Bank1,869$468.0K0.00%−275−12.8%Reduced
Bartlett & Co. LLC1,865$468.0K0.01%−200−9.7%Reduced
Advisor Group Holdings, Inc.1,863$468.0K0.00%−47−2.5%Reduced
Gyon Technologies Capital Management, LP1,881$472.0K0.13%+1,881New
Mirae Asset Global Investments Co., Ltd.1,889$474.0K0.00%+250+15.3%Added
D. E. Shaw & Co., Inc.1,943$487.0K0.00%−17,142−89.8%Reduced
SG Americas Securities, LLC1,944$488.0K0.00%+1,944New
Versor Investments LP1,961$492.0K0.02%+1,961New
Stoneridge Investment Partners LLC1,981$497.0K0.25%+1,981New
Balyasny Asset Management LLC2,016$506.0K0.00%−126,747−98.4%Reduced
Stifel Financial Corp2,065$518.0K0.00%−1,277−38.2%Reduced
Vestmark Advisory Solutions, Inc.2,100$527.0K0.04%−121−5.4%Reduced
Raymond James Trust N.A.2,185$548.0K0.02%+51+2.4%Added
Pacer Advisors, Inc.2,208$554.0K0.01%−283−11.4%Reduced
Ossiam2,228$559.0K0.02%−15,272−87.3%Reduced
Bank of Stockton2,286$573.0K0.18%−92−3.9%Reduced
Paloma Partners Management Co2,319$582.0K0.03%+260+12.6%Added
Kentucky Retirement Systems2,355$591.0K0.03%+21+0.9%Added
Daiwa Securities Group Inc.2,383$598.0K0.00%+191+8.7%Added
Forsta Ap-Fonden2,400$602.0K0.01%+2,400New
Ingalls & Snyder LLC2,415$606.0K0.03%00.0%Unchanged
Sumitomo Mitsui DS Asset Management Company, Ltd2,486$623.0K0.01%−18−0.7%Reduced
Louisiana State Employees Retirement System2,500$627.0K0.02%00.0%Unchanged
Citadel Investment Advisory, Inc.2,500$627.0K0.39%00.0%Unchanged
Foster & Motley Inc2,530$634.0K0.05%−843−25.0%Reduced
Swedbank AB2,586$648.5K0.00%00.0%Unchanged
First Mercantile Trust Co2,592$651.0K0.09%+891+52.4%Added
New Mexico Educational Retirement Board2,600$652.0K0.02%−100−3.7%Reduced
Blueshift Asset Management, LLC2,607$654.0K0.04%+344+15.2%Added
Squarepoint Ops LLC2,636$661.0K0.00%−8,625−76.6%Reduced
Cary Street Partner Investment Advisory LLC2,672$670.0K0.22%−368−12.1%Reduced
PAX Financial Group, LLC2,700$677.0K0.17%+696+34.7%Added
LPL Financial LLC2,709$679.0K0.00%+102+3.9%Added
Atlas Private Wealth Management2,719$682.0K0.42%−100−3.5%Reduced
Veriti Management LLC2,740$687.0K0.10%+13+0.5%Added
OPSEU Pension Plan Trust Fund2,815$706.0K0.18%−80−2.8%Reduced
Synovus Financial Corp2,863$733.0K0.01%−1,503−34.4%Reduced
JustInvest LLC2,951$740.0K0.07%+2,951New
CWM Advisors, LLC3,051$765.0K0.10%+687+29.1%Added
Citadel Advisors LLC3,057$767.0K0.00%−18,704−86.0%Reduced
Legacy Capital Partners, Inc.3,083$773.0K0.28%−650−17.4%Reduced
Maryland State Retirement & Pension System3,011$773.0K0.02%+3,011New
Teachers Retirement System of the State of Kentucky3,100$777.0K0.01%00.0%Unchanged