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 |
|---|---|---|---|---|---|
| Versor Investments LP | 1,961 | $492.0K | 0.02% | +1,961 | New |
| SG Americas Securities, LLC | 1,944 | $488.0K | 0.00% | +1,944 | New |
| D. E. Shaw & Co., Inc. | 1,943 | $487.0K | 0.00% | −17,142−89.8% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 1,889 | $474.0K | 0.00% | +250+15.3% | Added |
| Gyon Technologies Capital Management, LP | 1,881 | $472.0K | 0.13% | +1,881 | New |
| 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 |
| Bartlett & Co. Wealth Management LLC | 1,865 | $467.7K | 0.01% | −200−9.7% | Reduced |
| ExodusPoint Capital Management, LP | 1,810 | $454.0K | 0.01% | +1,810 | New |
| Toroso Investments, LLC | 1,806 | $453.0K | 0.02% | +304+20.2% | Added |
| Advisors Asset Management, Inc. | 1,784 | $447.0K | 0.01% | +608+51.7% | Added |
| Hancock Whitney Corp | 1,762 | $442.0K | 0.02% | −1,057−37.5% | Reduced |
| Thrivent Financial for Lutherans | 1,710 | $429.0K | 0.00% | −12−0.7% | Reduced |
| Nomura Holdings Inc | 1,663 | $419.0K | 0.00% | +323+24.1% | Added |
| Legg Mason Asset Management (Japan) Co., Ltd. | 1,653 | $415.0K | 0.48% | −137−7.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 1,639 | $411.0K | 0.00% | +132+8.8% | Added |
| Meritage Group LP | 1,611 | $404.0K | 0.01% | −582−26.5% | Reduced |
| Seelaus Asset Management LLC | 1,607 | $403.0K | 0.24% | −1,250−43.8% | Reduced |
| Commerce Bank | 1,605 | $402.0K | 0.00% | +133+9.0% | Added |
| Ontario Teachers Pension Plan Board | 1,598 | $401.0K | 0.00% | +177+12.5% | Added |
| Traynor Capital Management, Inc. | 1,576 | $395.0K | 0.05% | +249+18.8% | Added |
| Y-Intercept (Hong Kong) Ltd | 1,559 | $391.0K | 0.07% | +1,559 | New |
| 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 |
| People's United Financial, Inc. | 1,492 | $374.0K | 0.01% | −16−1.1% | Reduced |
| TD Private Client Wealth LLC | 1,461 | $366.4K | 0.02% | −1,198−45.1% | Reduced |
| M&T Bank Corp | 1,408 | $352.0K | 0.00% | −19−1.3% | Reduced |
| Terry L. Blaker | 1,365 | $342.0K | 0.02% | −829−37.8% | Reduced |
| Rowland & Co Investment Counsel | 1,645 | $339.2K | 0.11% | +150+10.0% | Added |
| D.A. Davidson & Co. | 1,352 | $339.0K | 0.00% | +58+4.5% | Added |
| 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 |
| CIBC World Markets Inc. | 1,326 | $333.0K | 0.00% | −1,557−54.0% | Reduced |
| Cigna Investments Inc | 1,300 | $326.0K | 0.02% | 00.0% | Unchanged |
| Wedge Capital Management L L P | 1,288 | $323.0K | 0.00% | −106−7.6% | Reduced |
| Redpoint Investment Management Pty Ltd | 1,265 | $317.0K | 0.03% | 00.0% | Unchanged |
| Balentine LLC | 1,218 | $305.0K | 0.01% | +1,218 | New |
| World Asset Management Inc | 1,211 | $304.0K | 0.03% | −67−5.2% | Reduced |
| Unison Advisors LLC | 1,206 | $302.0K | 0.08% | +7+0.6% | Added |
| Gofen & Glossberg LLC | 1,200 | $301.0K | 0.01% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 1,135 | $285.0K | 0.04% | −390−25.6% | Reduced |
| IBM Retirement Fund | 1,107 | $278.0K | 0.02% | 00.0% | Unchanged |
| 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 |
| Chesley Taft & Associates LLC | 1,090 | $273.0K | 0.02% | +1,090 | New |
| Mackenzie Financial Corp | 1,072 | $269.0K | 0.00% | −14,808−93.2% | Reduced |
| 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 |
| Kentucky Retirement Systems Insurance Trust Fund | 1,052 | $264.0K | 0.03% | +9+0.9% | Added |
| Thomas White International Ltd | 1,040 | $261.0K | 0.04% | +350+50.7% | Added |
| Wolverine Trading, LLC | 1,024 | $259.0K | 0.01% | +1,024 | New |
| Bessemer Group Inc | 937 | $235.0K | 0.00% | +352+60.2% | Added |
| Pitcairn Co | 918 | $230.0K | 0.02% | −10−1.1% | Reduced |
| Jackson Creek Investment Advisors LLC | 900 | $226.0K | 0.08% | +900 | New |
| Essex Investment Management Co LLC | 891 | $223.0K | 0.03% | +58+7.0% | Added |
| MidWestOne Financial Group, Inc. | 881 | $221.0K | 0.05% | +881 | New |
| Occudo Quantitative Strategies LP | 867 | $217.0K | 0.03% | +867 | New |
| E&G Advisors, LP | 860 | $216.0K | 0.06% | +860 | Added |
| First Midwest Bank Trust Division | 852 | $214.0K | 0.03% | 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 |
| Avantax Advisory Services, Inc. | 841 | $211.0K | 0.00% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 822 | $206.0K | 0.00% | +822 | New |
| Meiji Yasuda Asset Management Co Ltd. | 815 | $204.0K | 0.01% | +815 | New |
| Vantage Consulting Group Inc | 811 | $203.0K | 0.04% | +2+0.2% | Added |
| Cypress Capital Group | 805 | $202.0K | 0.03% | −15−1.8% | Reduced |
| Jump Financial, LLC | 804 | $202.0K | 0.01% | +804 | New |
| Ancora Advisors, LLC | 725 | $182.0K | 0.00% | −50−6.5% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 700 | $176.0K | 0.02% | +700 | New |
| IndexIQ Advisors LLC | 684 | $172.0K | 0.01% | +35+5.4% | Added |
| Smithfield Trust Co | 629 | $158.0K | 0.01% | 00.0% | Unchanged |
| Quantbot Technologies LP | 629 | $157.0K | 0.01% | +629 | New |
| Ameritas Investment Partners, Inc. | 548 | $137.0K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 539 | $135.0K | 0.00% | +89+19.8% | Added |
| State of Wyoming | 505 | $127.0K | 0.08% | +262+107.8% | Added |
| Central Trust Co | 505 | $127.0K | 0.00% | +455+910.0% | Added |
| Longfellow Investment Management Co LLC | 501 | $126.0K | 0.02% | 00.0% | Unchanged |
| Webster Bank, N. A. | 500 | $125.0K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 498 | $124.0K | 0.00% | +236+90.1% | Added |
| Banque Cantonale Vaudoise | 485 | $122.0K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 466 | $117.0K | 0.00% | −371−44.3% | Reduced |
| Sentry Investment Management LLC | 359 | $90.0K | 0.03% | +317+754.8% | Added |
| TD Ameritrade Investment Management, LLC | 444 | $88.0K | 0.00% | +46+11.6% | Added |
| Simplex Trading, LLC | 321 | $82.0K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 262 | $66.0K | 0.01% | −50−16.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 255 | $64.0K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 250 | $63.0K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 250 | $63.0K | 0.00% | +250 | New |
| Exchange Traded Concepts, LLC | 246 | $62.0K | 0.00% | +67+37.4% | Added |
| Versant Capital Management, Inc | 241 | $60.0K | 0.02% | 00.0% | Unchanged |
| Fifth Third Bancorp | 228 | $57.0K | 0.00% | +50+28.1% | Added |
| Addison Advisors LLC | 212 | $53.0K | 0.04% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 199 | $51.0K | 0.00% | −138−40.9% | Reduced |
| IAG Wealth Partners, LLC | 203 | $51.0K | 0.02% | +1+0.5% | Added |
| First Financial Corp | 200 | $50.0K | 0.03% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 198 | $50.0K | 0.00% | +53+36.6% | Added |
| Quadrant Capital Group LLC | 183 | $46.0K | 0.01% | −12−6.2% | Reduced |
| American Portfolios Advisors | 180 | $45.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 159 | $40.0K | 0.02% | −78−32.9% | Reduced |