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.
| 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, Q4 2021
Shares, value and share of portfolio for each institution holding Everest Group, Ltd.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Graham Capital Wealth Management, LLC | 6,778 | $1.88M | 1.53% | +6,778 | New |
| Anchor Capital Advisors LLC | 6,811 | $1.87M | 0.04% | −310−4.4% | Reduced |
| Westpac Banking Corp | 6,743 | $1.85M | 0.02% | +987+17.1% | Added |
| NN Investment Partners Holdings N.V. | 6,678 | $1.83M | 0.01% | +834+14.3% | Added |
| State of Tennessee, Treasury Department | 6,670 | $1.83M | 0.01% | −102−1.5% | Reduced |
| Public Sector Pension Investment Board | 6,565 | $1.80M | 0.01% | −160−2.4% | Reduced |
| Whittier Trust Co | 6,549 | $1.79M | 0.03% | +81+1.3% | Added |
| Allstate Corp | 6,412 | $1.76M | 0.03% | +6,412 | New |
| Epoch Investment Partners, Inc. | 6,306 | $1.73M | 0.01% | 00.0% | Unchanged |
| Capital International Inc | 6,196 | $1.70M | 0.02% | −2,005−24.4% | Reduced |
| Handelsbanken Fonder AB | 5,905 | $1.62M | 0.01% | 00.0% | Unchanged |
| Candriam Luxembourg S.C.A. | 5,891 | $1.61M | 0.01% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 5,816 | $1.59M | 0.24% | −10−0.2% | Reduced |
| IFM Investors Pty Ltd | 5,635 | $1.54M | 0.03% | 00.0% | Unchanged |
| Delphi Management Inc | 5,579 | $1.53M | 1.44% | +190+3.5% | Added |
| Regentatlantic Capital LLC | 5,488 | $1.50M | 0.04% | +10.0% | Added |
| Texas Permanent School Fund | 5,430 | $1.49M | 0.02% | −730−11.9% | Reduced |
| Public Employees Retirement Association of Colorado | 5,364 | $1.47M | 0.01% | 00.0% | Unchanged |
| Comerica Bank | 5,105 | $1.46M | 0.01% | −268−5.0% | Reduced |
| Lowe Brockenbrough & Co Inc | 5,225 | $1.43M | 0.10% | 00.0% | Unchanged |
| Chartwell Investment Partners, LLC | 5,188 | $1.42M | 0.04% | −104−2.0% | Reduced |
| The PNC Financial Services Group, Inc. | 5,177 | $1.42M | 0.00% | +34+0.7% | Added |
| ING Groep NV | 5,139 | $1.41M | 0.01% | +1,791+53.5% | Added |
| Bridgewater Associates, LP | 5,062 | $1.39M | 0.01% | +5,062 | New |
| Diversified Trust Co | 5,051 | $1.38M | 0.05% | −15−0.3% | Reduced |
| SRB Corp | 5,023 | $1.38M | 0.07% | −1,267−20.1% | Reduced |
| American Century Companies Inc | 5,002 | $1.37M | 0.00% | −1,314−20.8% | Reduced |
| RBF Capital, LLC | 5,000 | $1.37M | 0.09% | 00.0% | Unchanged |
| Globeflex Capital L P | 4,981 | $1.36M | 0.28% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 4,942 | $1.35M | 0.01% | −55−1.1% | Reduced |
| Metropolitan Life Insurance Co | 4,901 | $1.34M | 0.02% | −208−4.1% | Reduced |
| Citadel Advisors LLC | 4,814 | $1.32M | 0.00% | +1,757+57.5% | Added |
| Campbell & CO Investment Adviser LLC | 4,750 | $1.30M | 0.45% | +4,750 | New |
| Seeyond | 4,746 | $1.30M | 0.12% | −23−0.5% | Reduced |
| Aviance Capital Partners, LLC | 4,684 | $1.28M | 0.21% | −600−11.4% | Reduced |
| Hartford Investment Management Co | 4,684 | $1.28M | 0.03% | +450+10.6% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 4,660 | $1.28M | 0.00% | −690−12.9% | Reduced |
| Xponance, Inc. | 4,648 | $1.27M | 0.02% | +634+15.8% | Added |
| Bowling Portfolio Management LLC | 4,429 | $1.21M | 0.25% | −30−0.7% | Reduced |
| Qtron Investments LLC | 4,405 | $1.21M | 0.27% | +436+11.0% | Added |
| Federation des caisses Desjardins du Quebec | 4,386 | $1.20M | 0.01% | −2,890−39.7% | Reduced |
| Nissay Asset Management Corp | 4,355 | $1.19M | 0.01% | +164+3.9% | Added |
| Cary Street Partner Investment Advisory LLC | 4,277 | $1.17M | 0.32% | +1,605+60.1% | Added |
| First Manhattan Co | 4,200 | $1.15M | 0.00% | 00.0% | Unchanged |
| Ontario Teachers Pension Plan Board | 4,097 | $1.12M | 0.01% | +2,499+156.4% | Added |
| Oppenheimer & Co Inc | 3,979 | $1.09M | 0.02% | +395+11.0% | Added |
| Gilman Hill Asset Management, LLC | 3,883 | $1.06M | 0.24% | +135+3.6% | Added |
| Allianz Asset Management GmbH | 3,827 | $1.05M | 0.00% | −86−2.2% | Reduced |
| Panagora Asset Management Inc | 3,823 | $1.05M | 0.01% | −706−15.6% | Reduced |
| Capital International Ltd | 3,767 | $1.03M | 0.05% | −90−2.3% | Reduced |
| Truist Financial Corp | 3,757 | $1.03M | 0.00% | +16+0.4% | Added |
| CPWM, LLC | 4,095 | $1.03M | 0.08% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 3,697 | $1.01M | 0.00% | +115+3.2% | Added |
| Millennium Management LLC | 3,409 | $934.0K | 0.00% | −2,431−41.6% | Reduced |
| Advisor Partners LLC | 3,366 | $923.0K | 0.06% | +86+2.6% | Added |
| CWM Advisors, LLC | 3,346 | $916.0K | 0.11% | +295+9.7% | Added |
| Brinker Capital Investments, LLC | 3,298 | $903.0K | 0.01% | −36−1.1% | Reduced |
| Securian Asset Management, Inc | 3,264 | $894.0K | 0.02% | 00.0% | Unchanged |
| Keybank National Association | 3,165 | $867.0K | 0.00% | +4+0.1% | Added |
| Canvas Wealth Advisors, LLC | 3,115 | $853.0K | 0.31% | −1,271−29.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 3,100 | $849.0K | 0.01% | 00.0% | Unchanged |
| JustInvest LLC | 3,066 | $840.0K | 0.05% | +115+3.9% | Added |
| Maryland State Retirement & Pension System | 3,011 | $825.0K | 0.02% | 00.0% | Unchanged |
| PAX Financial Group, LLC | 3,001 | $822.0K | 0.18% | +301+11.1% | Added |
| Synovus Financial Corp | 2,965 | $812.0K | 0.01% | +102+3.6% | Added |
| AlphaCrest Capital Management LLC | 2,909 | $797.0K | 0.03% | −3,338−53.4% | Reduced |
| LPL Financial LLC | 2,900 | $794.0K | 0.00% | +191+7.1% | Added |
| OPSEU Pension Plan Trust Fund | 2,834 | $780.0K | 0.18% | +19+0.7% | Added |
| Baird Financial Group, Inc. | 2,770 | $759.0K | 0.00% | −6,613−70.5% | Reduced |
| Veriti Management LLC | 2,740 | $751.0K | 0.10% | 00.0% | Unchanged |
| Atlas Private Wealth Management | 2,699 | $739.0K | 0.41% | −20−0.7% | Reduced |
| Legacy Capital Partners, Inc. | 2,683 | $735.0K | 0.24% | −400−13.0% | Reduced |
| NorthCrest Asset Manangement, LLC | 2,685 | $735.0K | 0.04% | +2,685 | New |
| Neuberger Berman Group LLC | 2,641 | $732.0K | 0.00% | −915−25.7% | Reduced |
| Swedbank AB | 2,586 | $709.1K | 0.00% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 2,500 | $685.0K | 0.02% | 00.0% | Unchanged |
| Citadel Investment Advisory, Inc. | 2,500 | $685.0K | 0.40% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 2,484 | $680.0K | 0.01% | −1,870−42.9% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 2,486 | $680.0K | 0.01% | 00.0% | Unchanged |
| Walleye Capital LLC | 2,475 | $678.0K | 0.02% | +2,475 | New |
| Daiwa Securities Group Inc. | 2,437 | $668.0K | 0.00% | +54+2.3% | Added |
| Ingalls & Snyder LLC | 2,415 | $662.0K | 0.03% | 00.0% | Unchanged |
| Kentucky Retirement Systems | 2,410 | $660.0K | 0.03% | +55+2.3% | Added |
| New Mexico Educational Retirement Board | 2,400 | $657.0K | 0.02% | −200−7.7% | Reduced |
| Ossiam | 2,392 | $655.0K | 0.02% | +164+7.4% | Added |
| Bank of Stockton | 2,286 | $626.0K | 0.18% | 00.0% | Unchanged |
| Eaton Vance Management | 2,275 | $624.0K | 0.00% | +2+0.1% | Added |
| Advisors Asset Management, Inc. | 2,267 | $621.0K | 0.01% | +483+27.1% | Added |
| Vestmark Advisory Solutions, Inc. | 2,149 | $589.0K | 0.03% | +49+2.3% | Added |
| Pacer Advisors, Inc. | 2,083 | $571.0K | 0.01% | −125−5.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 2,067 | $566.0K | 0.00% | +428+26.1% | Added |
| Pacitti Group Inc. | 2,064 | $565.0K | 0.37% | +2,064 | New |
| Revolve Wealth Partners, LLC | 2,055 | $563.0K | 0.16% | +2,055 | New |
| Stephens Inc | 2,049 | $561.0K | 0.01% | −2,426−54.2% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 2,031 | $558.0K | 0.01% | −4,193−67.4% | Reduced |
| Foster & Motley Inc | 2,035 | $557.0K | 0.04% | −495−19.6% | Reduced |
| Toroso Investments, LLC | 2,006 | $549.0K | 0.02% | +200+11.1% | Added |
| Advisor Group Holdings, Inc. | 1,980 | $543.0K | 0.00% | +117+6.3% | Added |
| Raymond James Trust N.A. | 1,928 | $528.0K | 0.02% | −257−11.8% | Reduced |
| Bartlett & Co. LLC | 1,828 | $501.0K | 0.01% | −37−2.0% | Reduced |