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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.

Q4 2021 vs. Q3 2021

How the institutions holding Everest Group, Ltd. changed between Q3 2021 and Q4 2021.

All holders in Q4 2021All holders in Q3 2021

13F holders of EG: Q3 2021 compared with Q4 2021
MeasureQ3 2021Of which not filed for Q4 2021Q4 2021Change
Holders4664479+17
Shares37.4M3.98K37.1M−274.8K (−0.7%)
Value$9.38B$999.0K$10.2B+$795.5M (+8.5%)

4 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (67)

Institutions that held Everest Group, Ltd. at the end of Q4 2021 but not at the end of Q3 2021.

Institutions new to EG in Q4 2021
InstitutionSharesValue% of portfolio
Gillson Capital LP144,112$39.5M2.57%
Regions Financial Corp102,894$28.2M0.22%
CWM, LLC82,540$22.6M0.16%
Allspring Global Investments Holdings, LLC42,366$11.6M0.01%
AustralianSuper Pty Ltd28,389$7.75M0.04%
Hudson Bay Capital Management LP25,000$6.85M0.08%
Brookfield Asset Management Inc.12,063$3.30M0.01%
Integrated Advisors Network LLC11,374$3.12M0.18%
Tudor Investment Corp Et Al7,811$2.14M0.04%
Robertson Stephens Wealth Management, LLC7,553$2.07M0.18%
Yousif Capital Management, LLC7,283$2.00M0.02%
Graham Capital Wealth Management, LLC6,778$1.88M1.53%
Allstate Corp6,412$1.76M0.03%
Bridgewater Associates, LP5,062$1.39M0.01%
Campbell & CO Investment Adviser LLC4,750$1.30M0.45%
NorthCrest Asset Manangement, LLC2,685$735.0K0.04%
Walleye Capital LLC2,475$678.0K0.02%
Pacitti Group Inc.2,064$565.0K0.37%
Revolve Wealth Partners, LLC2,055$563.0K0.16%
Virtu Financial LLC1,787$489.0K0.05%
Avidian Wealth Solutions, LLC1,555$426.0K0.03%
Walleye Trading LLC1,536$421.0K0.01%
Erste Asset Management GmbH1,500$414.3K0.01%
Northstar Advisory Group, LLC1,512$414.0K0.25%
Greenhouse Funds LLLP1,460$400.0K0.04%
American Trust1,391$381.0K0.03%
MQS Management LLC1,386$380.0K0.61%
GW Henssler & Associates Ltd1,294$354.0K0.02%
Raymond James Financial Services Advisors, Inc.1,255$344.0K0.00%
Trail Ridge Investment Advisors, LLC1,205$330.0K0.20%
Point72 Hong Kong Ltd1,143$313.0K0.03%
Lombard Odier Asset Management (Switzerland) SA1,050$288.0K0.02%
KCM Investment Advisors LLC1,016$278.0K0.01%
HRT Financial LP1,010$276.0K0.00%
M&G Investment Management Ltd956$262.0K0.00%
First Hawaiian Bank928$254.0K0.01%
Forum Financial Management, LP908$249.0K0.01%
Schechter Investment Advisors, LLC873$239.0K0.02%
Clarius Group, LLC866$237.0K0.02%
National Bank of Canada836$230.0K0.00%
Syntax Advisors, LLC816$224.0K0.17%
Two Sigma Investments, LP800$219.0K0.00%
Fulton Bank, N.A.732$201.0K0.01%
Desjardins Global Asset Management Inc.651$178.0K0.02%
Quent Capital, LLC508$139.0K0.03%
Fortitude Advisory Group L.L.C.310$85.0K0.04%
Spire Wealth Management133$36.0K0.00%
Cambridge Trust Co92$26.0K0.00%
KRS Capital Management, LLC86$23.0K0.02%
Standard Family Office LLC69$19.0K0.17%
KB Financial Partners, LLC63$17.0K0.00%
Delos Wealth Advisors, LLC37$10.0K0.01%
CVA Family Office, LLC25$7.00K0.00%
Reilly Financial Advisors, LLC22$6.00K0.00%
Snowden Capital Advisors LLC24$6.00K0.00%
EverSource Wealth Advisors, LLC19$5.00K0.00%
Stephens Consulting, LLC14$3.83K0.00%
AdvisorNet Financial, Inc7$2.00K0.00%
JFS Wealth Advisors, LLC8$2.00K0.00%
Horan Securities, Inc.9$2.00K0.00%
Mach-1 Financial Group, Inc.10$2.00K0.00%
First Bank & Trust3$1.00K0.00%
BDO Wealth Advisors, LLC2$1.00K0.00%
Schubert & Co5$1.00K0.00%
Covestor Ltd2$1.00K0.00%
Manchester Capital Management LLC1$00.00%
CoreCap Advisors, LLC1––

Sold out (50)

Institutions that held Everest Group, Ltd. at the end of Q3 2021 and filed for Q4 2021 without it.

Institutions that sold out of EG in Q4 2021
InstitutionShares, Q3 2021Value, Q3 2021
AXA S.A.35,264$8.84M
AMP Capital Investors Ltd32,427$8.13M
Summit Global Investments14,812$3.71M
Royal London Asset Management Ltd14,527$3.64M
Assetmark, Inc14,298$3.59M
Zacks Investment Management13,627$3.42M
Worldquant Millennium Advisors LLC12,171$3.05M
Swiss Life Asset Management Ltd10,016$2.51M
Twinbeech Capital LP8,905$2.23M
WBI Investments8,053$1.99M
Dai-Ichi Life Insurance Company, Ltd7,582$1.90M
Centiva Capital, LP5,278$1.32M
Quantitative Investment Management, LLC5,147$1.29M
United Asset Strategies, Inc.4,381$1.10M
Quadrature Capital Ltd4,055$1.02M
Unigestion Holding SA4,014$1.02M
Forsta Ap-Fonden2,400$602.0K
Paloma Partners Management Co2,319$582.0K
Stoneridge Investment Partners LLC1,981$497.0K
Versor Investments LP1,961$492.0K
D. E. Shaw & Co., Inc.1,943$487.0K
Mirae Asset Global Investments Co., Ltd.1,889$474.0K
ExodusPoint Capital Management, LP1,810$454.0K
Nomura Holdings Inc1,663$419.0K
Meritage Group LP1,611$404.0K
Y-Intercept (Hong Kong) Ltd1,559$391.0K
Terry L. Blaker1,365$342.0K
Meeder Asset Management Inc1,346$338.0K
Cozad Asset Management Inc1,135$285.0K
IBM Retirement Fund1,107$278.0K
Jackson Creek Investment Advisors LLC900$226.0K
MidWestOne Financial Group, Inc.881$221.0K
Occudo Quantitative Strategies LP867$217.0K
Meiji Yasuda Asset Management Co Ltd.815$204.0K
Cypress Capital Group805$202.0K
Jump Financial, LLC804$202.0K
Asahi Life Asset Management Co., Ltd.700$176.0K
Quantbot Technologies LP629$157.0K
State of Wyoming505$127.0K
CX Institutional93$23.0K
Cahill Financial Advisors Inc63$16.0K
Kowal Investment Group, LLC34$9.00K
Dark Forest Capital Management LP23$6.00K
Creative Financial Designs Inc9$2.00K
Syverson Strege & Co9$2.00K
Old Second National Bank of Aurora5$1.00K
Meridian Wealth Partners, LLC3$1.00K
Global Retirement Partners, LLC1$0
Systematic Alpha Investments, LLC1$0
Smith Group Asset Management, LLC746–

Not filed for Q4 2021 yet (4)

Institutions that held Everest Group, Ltd. at the end of Q3 2021 and haven't filed a 13F for Q4 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding EG in Q3 2021 that haven't filed for Q4 2021
InstitutionShares, Q3 2021Value, Q3 2021
First Mercantile Trust Co2,592$651.0K
World Asset Management Inc1,211$304.0K
Heritage Wealth Management, LLC150$38.0K
Berman Capital Advisors, LLC25$6.00K