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Livermore
Livermore
ZHEN

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
GPS Wealth Strategies Group, LLC152$38.0K0.01%00.0%Unchanged
Heritage Wealth Management, LLC150$38.0K0.01%00.0%Unchanged
Caldwell Trust Co145$36.4K0.00%00.0%Unchanged
Achmea Investment Management B.V.111$28.0K0.00%+111New
Signaturefd, LLC97$24.0K0.00%+8+9.0%Added
Gemmer Asset Management LLC90$23.0K0.00%00.0%Unchanged
CX Institutional93$23.0K0.00%+15+19.2%Added
Larson Financial Group LLC89$22.0K0.00%+1+1.1%Added
First Horizon Advisors, Inc.81$20.0K0.00%+39+92.9%Added
Cahill Financial Advisors Inc63$16.0K0.00%+63New
Atwood & Palmer Inc59$15.0K0.00%00.0%Unchanged
Zions Bancorporation, N.A.61$15.0K0.00%+12+24.5%Added
Optiver Holding B.V.61$15.0K0.00%+61New
Raffa Wealth Management, LLC54$13.5K0.00%00.0%Unchanged
Piscataqua Savings Bank50$13.0K0.01%00.0%Unchanged
Fieldpoint Private Securities, LLC53$13.0K0.00%+22+71.0%Added
Allworth Financial LP50$13.0K0.00%+50New
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.40$10.0K0.01%+40New
Kowal Investment Group, LLC34$9.00K0.00%+34New
Front Row Advisors LLC24$6.00K0.00%−18−42.9%Reduced
Pinnacle Bancorp, Inc.23$6.00K0.00%00.0%Unchanged
Berman Capital Advisors, LLC25$6.00K0.00%00.0%Unchanged
Dark Forest Capital Management LP23$6.00K0.00%+23New
Eaton Vance Management2,273$5.00K0.00%+10+0.4%Added
IFP Advisors, Inc18$5.00K0.00%−230−92.7%Reduced
Evoke Wealth, LLC23$5.00K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc21$5.00K0.00%00.0%Unchanged
Parkside Financial Bank & Trust19$5.00K0.00%00.0%Unchanged
Cranbrook Wealth Management, LLC20$5.00K0.00%00.0%Unchanged
MV Capital Management, Inc.18$5.00K0.00%+7+63.6%Added
Harbour Investments, Inc.20$5.00K0.00%+14+233.3%Added
Plante Moran Financial Advisors, LLC15$4.00K0.00%00.0%Unchanged
Private Capital Group, LLC15$4.00K0.00%00.0%Unchanged
Howe & Rusling Inc13$3.00K0.00%00.0%Unchanged
BerganKDV Wealth Management, LLC13$3.00K0.00%00.0%Unchanged
Alaethes Wealth LLC12$3.00K0.00%00.0%Unchanged
Glassman Wealth Services10$3.00K0.00%+4+66.7%Added
Capstone Investment Advisors, LLC10$3.00K0.00%+10New
Clearstead Advisors, LLC8$2.00K0.00%−4−33.3%Reduced
Creative Financial Designs Inc9$2.00K0.00%00.0%Unchanged
Washington Trust Co6$2.00K0.00%00.0%Unchanged
JNBA Financial Advisors6$2.00K0.00%00.0%Unchanged
TCI Wealth Advisors, Inc.9$2.00K0.00%+1+12.5%Added
JJJ Advisors Inc.6$2.00K0.00%00.0%Unchanged
Tarbox Family Office, Inc.8$2.00K0.00%00.0%Unchanged
Capital Analysts, LLC7$2.00K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC8$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
NEXT Financial Group, Inc9$2.00K0.00%+9New
Syverson Strege & Co9$2.00K0.00%+9New
Concord Wealth Partners6$2.00K0.00%+6New
Bell Investment Advisors, Inc6$2.00K0.00%+6New
Investors Research Corp3$1.00K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC4$1.00K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC3$1.00K0.00%00.0%Unchanged
Old Second National Bank of Aurora5$1.00K0.00%+5New
Ci Investments Inc.2$1.00K0.00%+2New
Hanson & Doremus Investment Management3$1.00K0.00%+3New
Meridian Wealth Partners, LLC3$1.00K0.00%+3New
Koshinski Asset Management, Inc.3$7520.00%+3New
Covington Capital Management1$00.00%+1New
Carroll Financial Associates, Inc.1$00.00%+1New
Global Retirement Partners, LLC1$00.00%+1New
Systematic Alpha Investments, LLC1$00.00%+1New
Smith Group Asset Management, LLC746––+746New
Southeastern Asset Management IncSuperinvestorSoutheastern Asset Management (Longleaf)0$00.00%−498,778−100.0%Sold out
Lord, Abbett & Co. LLC0$00.00%−233,965−100.0%Sold out
Ergoteles LLC0$00.00%−33,584−100.0%Sold out
Arrowstreet Capital, Limited Partnership0$00.00%−33,100−100.0%Sold out
Marshall Wace North America L.P.0$00.00%−23,585−100.0%Sold out
Gillson Capital LP0$00.00%−21,803−100.0%Sold out
Gilder Gagnon Howe & Co LLC0$00.00%−16,393−100.0%Sold out
Weiss Multi-Strategy Advisers LLC0$00.00%−10,878−100.0%Sold out
Connor, Clark & Lunn Investment Management Ltd.0$00.00%−10,621−100.0%Sold out
Marshall Wace, LLP0$00.00%−9,215−100.0%Sold out
Capital Bank & Trust Co0$00.00%−8,630−100.0%Sold out
Great Lakes Advisors, LLC0$00.00%−8,240−100.0%Sold out
Trexquant Investment LP0$00.00%−6,367−100.0%Sold out
Walleye Capital LLC0$00.00%−5,699−100.0%Sold out
Annandale Capital, LLC0$00.00%−2,800−100.0%Sold out
Walleye Trading LLC0$00.00%−1,585−100.0%Sold out
Northstar Advisory Group, LLC0$00.00%−1,512−100.0%Sold out
Stevens Capital Management LP0$00.00%−1,500−100.0%Sold out
Raymond James Financial Services Advisors, Inc.0$00.00%−1,471−100.0%Sold out
Echo Street Capital Management LLC0$00.00%−1,300−100.0%Sold out
GW Henssler & Associates Ltd0$00.00%−1,299−100.0%Sold out
Gotham Asset Management, LLC0$00.00%−1,244−100.0%Sold out
BP PLC0$00.00%−1,223−100.0%Sold out
Fulton Bank, N.A.0$00.00%−1,100−100.0%Sold out
Financial Counselors Inc0$00.00%−1,014−100.0%Sold out
Mount Yale Investment Advisors, LLC0$00.00%−1,006−100.0%Sold out
Weld Capital Management LLC0$00.00%−894−100.0%Sold out
Lombard Odier Asset Management (Switzerland) SA0$00.00%−847−100.0%Sold out
Peapack Gladstone Financial Corp0$00.00%−814−100.0%Sold out
Allstate Corp0$00.00%−798−100.0%Sold out
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main0$00.00%−513−100.0%Sold out
Private Ocean, LLC0$00.00%−282−100.0%Sold out
Advisory Services Network, LLC0$00.00%−280−100.0%Sold out
Mach-1 Financial Group, Inc.0$00.00%−193−100.0%Sold out