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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, Q4 2021

Institutional positions in Everest Group, Ltd. as of Dec 31, 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
479
+17 vs. Q3 2021
Shares held
37.1M
−274.8K (−0.7%) vs. Q3 2021
Total value
$10.2B
+$795.5M (+8.5%) vs. Q3 2021
New holders
67
153 more added
Sold out
50
161 more reduced

4 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2021: 479 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 heldQ4 2021: $10.2B
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, Q4 2021

Shares, value and share of portfolio for each institution holding Everest Group, Ltd.; share changes are against Q3 2021.

Institutions holding EG in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Covington Capital Management1$00.00%00.0%Unchanged
Carroll Financial Associates, Inc.1$00.00%00.0%Unchanged
Manchester Capital Management LLC1$00.00%+1New
Washington Trust Co5$1.00K0.00%−1−16.7%Reduced
Ci Investments Inc.2$1.00K0.00%00.0%Unchanged
Hanson & Doremus Investment Management3$1.00K0.00%00.0%Unchanged
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
First Bank & Trust3$1.00K0.00%+3New
BDO Wealth Advisors, LLC2$1.00K0.00%+2New
Schubert & Co5$1.00K0.00%+5New
Covestor Ltd2$1.00K0.00%+2New
Koshinski Asset Management, Inc.5$1.37K0.00%+2+66.7%Added
Clearstead Advisors, LLC8$2.00K0.00%00.0%Unchanged
JNBA Financial Advisors6$2.00K0.00%00.0%Unchanged
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.9$2.00K0.00%+3+50.0%Added
Bell Investment Advisors, Inc6$2.00K0.00%00.0%Unchanged
AdvisorNet Financial, Inc7$2.00K0.00%+7New
JFS Wealth Advisors, LLC8$2.00K0.00%+8New
Horan Securities, Inc.9$2.00K0.00%+9New
Mach-1 Financial Group, Inc.10$2.00K0.00%+10New
Alaethes Wealth LLC12$3.00K0.00%00.0%Unchanged
NEXT Financial Group, Inc14$3.00K0.00%+5+55.6%Added
Stephens Consulting, LLC14$3.83K0.00%+14New
IFP Advisors, Inc13$4.00K0.00%−5−27.8%Reduced
Plante Moran Financial Advisors, LLC15$4.00K0.00%00.0%Unchanged
Private Capital Group, LLC15$4.00K0.00%00.0%Unchanged
Howe & Rusling Inc13$4.00K0.00%00.0%Unchanged
BerganKDV Wealth Management, LLC13$4.00K0.00%00.0%Unchanged
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.20$5.00K0.00%−20−50.0%Reduced
Cranbrook Wealth Management, LLC20$5.00K0.00%00.0%Unchanged
Glassman Wealth Services19$5.00K0.00%+9+90.0%Added
EverSource Wealth Advisors, LLC19$5.00K0.00%+19New
DuPont Capital Management Corp22$6.00K0.00%−7,469−99.7%Reduced
Pinnacle Bancorp, Inc.23$6.00K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc21$6.00K0.00%00.0%Unchanged
Parkside Financial Bank & Trust21$6.00K0.00%+2+10.5%Added
MV Capital Management, Inc.23$6.00K0.00%+5+27.8%Added
Concord Wealth Partners22$6.00K0.00%+16+266.7%Added
Reilly Financial Advisors, LLC22$6.00K0.00%+22New
Snowden Capital Advisors LLC24$6.00K0.00%+24New
Front Row Advisors LLC24$7.00K0.00%00.0%Unchanged
Evoke Wealth, LLC24$7.00K0.00%+1+4.3%Added
CVA Family Office, LLC25$7.00K0.00%+25New
Harbour Investments, Inc.30$8.00K0.00%+10+50.0%Added
TCI Wealth Advisors, Inc.35$10.0K0.00%+26+288.9%Added
Delos Wealth Advisors, LLC37$10.0K0.01%+37New
Fieldpoint Private Securities, LLC44$12.0K0.00%−9−17.0%Reduced
Zions Bancorporation, N.A.52$14.0K0.00%−9−14.8%Reduced
Allworth Financial LP50$14.0K0.00%00.0%Unchanged
Raffa Wealth Management, LLC54$14.8K0.00%00.0%Unchanged
Optiver Holding B.V.61$15.0K0.00%00.0%Unchanged
Atwood & Palmer Inc59$16.0K0.00%00.0%Unchanged
KB Financial Partners, LLC63$17.0K0.00%+63New
Piscataqua Savings Bank65$18.0K0.01%+15+30.0%Added
Standard Family Office LLC69$19.0K0.17%+69New
KRS Capital Management, LLC86$23.0K0.02%+86New
Larson Financial Group LLC89$24.0K0.00%00.0%Unchanged
Gemmer Asset Management LLC90$25.0K0.00%00.0%Unchanged
Cambridge Trust Co92$26.0K0.00%+92New
Signaturefd, LLC97$27.0K0.00%00.0%Unchanged
Achmea Investment Management B.V.111$31.0K0.00%00.0%Unchanged
Spire Wealth Management133$36.0K0.00%+133New
Caldwell Trust Co145$39.7K0.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC152$42.0K0.01%00.0%Unchanged
Key Financial Inc159$44.0K0.02%00.0%Unchanged
Quadrant Capital Group LLC172$47.0K0.01%−11−6.0%Reduced
American Portfolios Advisors174$47.6K0.00%−6−3.3%Reduced
Capstone Investment Advisors, LLC179$49.0K0.00%+169+1,690.0%Added
First Financial Corp200$55.0K0.03%00.0%Unchanged
IAG Wealth Partners, LLC204$56.0K0.02%+1+0.5%Added
Addison Advisors LLC212$58.0K0.04%00.0%Unchanged
Parallel Advisors, LLC222$61.0K0.00%+24+12.1%Added
Northwestern Mutual Wealth Management Co236$64.0K0.00%+37+18.6%Added
Versant Capital Management, Inc241$66.0K0.02%00.0%Unchanged
Cullen/Frost Bankers, Inc.250$68.0K0.00%00.0%Unchanged
Asset Dedication, LLC250$68.0K0.01%00.0%Unchanged
Whittier Trust Co of Nevada Inc255$70.0K0.00%00.0%Unchanged
Institutional & Family Asset Management, LLC262$72.0K0.01%00.0%Unchanged
Fortitude Advisory Group L.L.C.310$85.0K0.04%+310New
Fifth Third Bancorp349$96.0K0.00%+121+53.1%Added
First Horizon Advisors, Inc.357$97.0K0.00%+276+340.7%Added
Sentry Investment Management LLC359$98.0K0.03%00.0%Unchanged
TD Ameritrade Investment Management, LLC371$102.0K0.00%−73−16.4%Reduced
Banque Cantonale Vaudoise485$133.0K0.01%00.0%Unchanged
Vestcor Inc492$135.0K0.00%−45,770−98.9%Reduced
Rockefeller Capital Management L.P.499$136.0K0.00%+1+0.2%Added
Webster Bank, N. A.500$137.0K0.01%00.0%Unchanged
Central Trust Co505$138.0K0.00%00.0%Unchanged
Longfellow Investment Management Co LLC501$138.0K0.02%00.0%Unchanged
Quent Capital, LLC508$139.0K0.03%+508New
Ameritas Investment Partners, Inc.548$150.0K0.01%00.0%Unchanged
Canada Pension Plan Investment Board620$170.0K0.00%−9,109−93.6%Reduced
Smithfield Trust Co629$172.0K0.01%00.0%Unchanged