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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, 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
Exchange Traded Concepts, LLC636$174.0K0.00%+390+158.5%Added
Desjardins Global Asset Management Inc.651$178.0K0.02%+651New
IndexIQ Advisors LLC653$179.0K0.01%−31−4.5%Reduced
Ancora Advisors, LLC725$199.0K0.00%00.0%Unchanged
Fulton Bank, N.A.732$201.0K0.01%+732New
Two Sigma Investments, LP800$219.0K0.00%+800New
Vantage Consulting Group Inc816$224.0K0.06%+5+0.6%Added
Syntax Advisors, LLC816$224.0K0.17%+816New
Vontobel Holding Ltd.822$225.0K0.00%00.0%Unchanged
O'Shaughnessy Asset Management, LLC833$228.0K0.00%+294+54.5%Added
Avantax Advisory Services, Inc.841$230.0K0.00%00.0%Unchanged
National Bank of Canada836$230.0K0.00%+836New
First Midwest Bank Trust Division852$233.0K0.03%00.0%Unchanged
Klingenstein Fields & Co LP850$233.0K0.01%00.0%Unchanged
E&G Advisors, LP860$236.0K0.06%00.0%Unchanged
Clarius Group, LLC866$237.0K0.02%+866New
Schechter Investment Advisors, LLC873$239.0K0.02%+873New
Essex Investment Management Co LLC891$244.0K0.03%00.0%Unchanged
Forum Financial Management, LP908$249.0K0.01%+908New
Pitcairn Co917$251.0K0.02%−1−0.1%Reduced
Cigna Investments Inc920$253.0K0.02%−380−29.2%Reduced
First Hawaiian Bank928$254.0K0.01%+928New
Bessemer Group Inc937$256.0K0.00%00.0%Unchanged
M&G Investment Management Ltd956$262.0K0.00%+956New
People's United Financial, Inc.970$266.0K0.01%−522−35.0%Reduced
SG Americas Securities, LLC1,004$275.0K0.00%−940−48.4%Reduced
HRT Financial LP1,010$276.0K0.00%+1,010New
KCM Investment Advisors LLC1,016$278.0K0.01%+1,016New
Mackenzie Financial Corp1,024$280.0K0.00%−48−4.5%Reduced
Thomas White International Ltd1,040$285.0K0.05%00.0%Unchanged
Janney Montgomery Scott LLC1,047$287.0K0.00%−14−1.3%Reduced
CIBC World Markets Inc.1,051$288.0K0.00%−275−20.7%Reduced
Lombard Odier Asset Management (Switzerland) SA1,050$288.0K0.02%+1,050New
Kentucky Retirement Systems Insurance Trust Fund1,055$289.0K0.03%+3+0.3%Added
Chesley Taft & Associates LLC1,090$299.0K0.02%00.0%Unchanged
Checchi Capital Advisers, LLC1,094$300.0K0.03%+34+3.2%Added
HM Payson & Co1,100$301.0K0.01%00.0%Unchanged
Wellington Shields & Co., LLC1,100$301.0K0.06%00.0%Unchanged
Wolverine Trading, LLC1,113$305.0K0.00%+89+8.7%Added
Squarepoint Ops LLC1,118$306.0K0.00%−1,518−57.6%Reduced
Simplex Trading, LLC1,118$306.0K0.01%+797+248.3%Added
Blueshift Asset Management, LLC1,130$310.0K0.03%−1,477−56.7%Reduced
Point72 Hong Kong Ltd1,143$313.0K0.03%+1,143New
Horizon Investments, LLC1,155$316.0K0.01%+304+35.7%Added
Gofen & Glossberg LLC1,200$329.0K0.01%00.0%Unchanged
Trail Ridge Investment Advisors, LLC1,205$330.0K0.20%+1,205New
Unison Advisors LLC1,213$332.0K0.08%+7+0.6%Added
Raymond James Financial Services Advisors, Inc.1,255$344.0K0.00%+1,255New
Redpoint Investment Management Pty Ltd1,265$347.0K0.03%00.0%Unchanged
Wedge Capital Management L L P1,283$351.0K0.00%−5−0.4%Reduced
GW Henssler & Associates Ltd1,294$354.0K0.02%+1,294New
Norinchukin Bank, The1,308$358.0K0.00%−41−3.0%Reduced
D.A. Davidson & Co.1,334$366.0K0.00%−18−1.3%Reduced
MQS Management LLC1,386$380.0K0.61%+1,386New
American Trust1,391$381.0K0.03%+1,391New
TD Private Client Wealth LLC1,408$385.7K0.02%−53−3.6%Reduced
M&T Bank Corp1,412$387.0K0.00%+4+0.3%Added
Rowland & Co Investment Counsel1,420$389.0K0.09%−225−13.7%Reduced
Greenhouse Funds LLLP1,460$400.0K0.04%+1,460New
Verition Fund Management LLC1,500$411.0K0.01%−2,115−58.5%Reduced
Aull & Monroe Investment Management Corp1,500$411.0K0.18%00.0%Unchanged
Harbor Advisors LLC1,500$411.0K0.08%00.0%Unchanged
Northstar Advisory Group, LLC1,512$414.0K0.25%+1,512New
Erste Asset Management GmbH1,500$414.3K0.01%+1,500New
Walleye Trading LLC1,536$421.0K0.01%+1,536New
Avidian Wealth Solutions, LLC1,555$426.0K0.03%+1,555New
Legg Mason Asset Management (Japan) Co., Ltd.1,575$431.0K0.48%−78−4.7%Reduced
Traynor Capital Management, Inc.1,576$431.0K0.05%00.0%Unchanged
Seelaus Asset Management LLC1,587$435.0K0.24%−20−1.2%Reduced
Hancock Whitney Corp1,613$442.0K0.01%−149−8.5%Reduced
Balentine LLC1,649$452.0K0.02%+431+35.4%Added
Commerce Bank1,665$456.0K0.00%+60+3.7%Added
Thrivent Financial for Lutherans1,677$459.0K0.00%−33−1.9%Reduced
PEAK6 Investments LLC1,711$469.0K0.01%−2,108−55.2%Reduced
Holocene Advisors, LP1,745$478.0K0.00%−15,884−90.1%Reduced
Huntington National Bank1,745$478.0K0.00%−124−6.6%Reduced
Virtu Financial LLC1,787$489.0K0.05%+1,787New
Bartlett & Co. Wealth Management LLC1,828$500.7K0.01%−37−2.0%Reduced
Bartlett & Co. LLC1,828$501.0K0.01%−37−2.0%Reduced
Raymond James Trust N.A.1,928$528.0K0.02%−257−11.8%Reduced
Advisor Group Holdings, Inc.1,980$543.0K0.00%+117+6.3%Added
Toroso Investments, LLC2,006$549.0K0.02%+200+11.1%Added
Foster & Motley Inc2,035$557.0K0.04%−495−19.6%Reduced
Banco Bilbao Vizcaya Argentaria, S.A.2,031$558.0K0.01%−4,193−67.4%Reduced
Stephens Inc2,049$561.0K0.01%−2,426−54.2%Reduced
Revolve Wealth Partners, LLC2,055$563.0K0.16%+2,055New
Pacitti Group Inc.2,064$565.0K0.37%+2,064New
Cambridge Investment Research Advisors, Inc.2,067$566.0K0.00%+428+26.1%Added
Pacer Advisors, Inc.2,083$571.0K0.01%−125−5.7%Reduced
Vestmark Advisory Solutions, Inc.2,149$589.0K0.03%+49+2.3%Added
Advisors Asset Management, Inc.2,267$621.0K0.01%+483+27.1%Added
Eaton Vance Management2,275$624.0K0.00%+2+0.1%Added
Bank of Stockton2,286$626.0K0.18%00.0%Unchanged
Ossiam2,392$655.0K0.02%+164+7.4%Added
New Mexico Educational Retirement Board2,400$657.0K0.02%−200−7.7%Reduced
Kentucky Retirement Systems2,410$660.0K0.03%+55+2.3%Added
Ingalls & Snyder LLC2,415$662.0K0.03%00.0%Unchanged
Daiwa Securities Group Inc.2,437$668.0K0.00%+54+2.3%Added
Walleye Capital LLC2,475$678.0K0.02%+2,475New
Crossmark Global Holdings, Inc.2,484$680.0K0.01%−1,870−42.9%Reduced