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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
Bartlett & Co. Wealth Management LLC1,828$500.7K0.01%−37−2.0%Reduced
Virtu Financial LLC1,787$489.0K0.05%+1,787New
Holocene Advisors, LP1,745$478.0K0.00%−15,884−90.1%Reduced
Huntington National Bank1,745$478.0K0.00%−124−6.6%Reduced
PEAK6 Investments LLC1,711$469.0K0.01%−2,108−55.2%Reduced
Thrivent Financial for Lutherans1,677$459.0K0.00%−33−1.9%Reduced
Commerce Bank1,665$456.0K0.00%+60+3.7%Added
Balentine LLC1,649$452.0K0.02%+431+35.4%Added
Hancock Whitney Corp1,613$442.0K0.01%−149−8.5%Reduced
Seelaus Asset Management LLC1,587$435.0K0.24%−20−1.2%Reduced
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
Avidian Wealth Solutions, LLC1,555$426.0K0.03%+1,555New
Walleye Trading LLC1,536$421.0K0.01%+1,536New
Erste Asset Management GmbH1,500$414.3K0.01%+1,500New
Northstar Advisory Group, LLC1,512$414.0K0.25%+1,512New
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
Greenhouse Funds LLLP1,460$400.0K0.04%+1,460New
Rowland & Co Investment Counsel1,420$389.0K0.09%−225−13.7%Reduced
M&T Bank Corp1,412$387.0K0.00%+4+0.3%Added
TD Private Client Wealth LLC1,408$385.7K0.02%−53−3.6%Reduced
American Trust1,391$381.0K0.03%+1,391New
MQS Management LLC1,386$380.0K0.61%+1,386New
D.A. Davidson & Co.1,334$366.0K0.00%−18−1.3%Reduced
Norinchukin Bank, The1,308$358.0K0.00%−41−3.0%Reduced
GW Henssler & Associates Ltd1,294$354.0K0.02%+1,294New
Wedge Capital Management L L P1,283$351.0K0.00%−5−0.4%Reduced
Redpoint Investment Management Pty Ltd1,265$347.0K0.03%00.0%Unchanged
Raymond James Financial Services Advisors, Inc.1,255$344.0K0.00%+1,255New
Unison Advisors LLC1,213$332.0K0.08%+7+0.6%Added
Trail Ridge Investment Advisors, LLC1,205$330.0K0.20%+1,205New
Gofen & Glossberg LLC1,200$329.0K0.01%00.0%Unchanged
Horizon Investments, LLC1,155$316.0K0.01%+304+35.7%Added
Point72 Hong Kong Ltd1,143$313.0K0.03%+1,143New
Blueshift Asset Management, LLC1,130$310.0K0.03%−1,477−56.7%Reduced
Squarepoint Ops LLC1,118$306.0K0.00%−1,518−57.6%Reduced
Simplex Trading, LLC1,118$306.0K0.01%+797+248.3%Added
Wolverine Trading, LLC1,113$305.0K0.00%+89+8.7%Added
HM Payson & Co1,100$301.0K0.01%00.0%Unchanged
Wellington Shields & Co., LLC1,100$301.0K0.06%00.0%Unchanged
Checchi Capital Advisers, LLC1,094$300.0K0.03%+34+3.2%Added
Chesley Taft & Associates LLC1,090$299.0K0.02%00.0%Unchanged
Kentucky Retirement Systems Insurance Trust Fund1,055$289.0K0.03%+3+0.3%Added
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
Janney Montgomery Scott LLC1,047$287.0K0.00%−14−1.3%Reduced
Thomas White International Ltd1,040$285.0K0.05%00.0%Unchanged
Mackenzie Financial Corp1,024$280.0K0.00%−48−4.5%Reduced
KCM Investment Advisors LLC1,016$278.0K0.01%+1,016New
HRT Financial LP1,010$276.0K0.00%+1,010New
SG Americas Securities, LLC1,004$275.0K0.00%−940−48.4%Reduced
People's United Financial, Inc.970$266.0K0.01%−522−35.0%Reduced
M&G Investment Management Ltd956$262.0K0.00%+956New
Bessemer Group Inc937$256.0K0.00%00.0%Unchanged
First Hawaiian Bank928$254.0K0.01%+928New
Cigna Investments Inc920$253.0K0.02%−380−29.2%Reduced
Pitcairn Co917$251.0K0.02%−1−0.1%Reduced
Forum Financial Management, LP908$249.0K0.01%+908New
Essex Investment Management Co LLC891$244.0K0.03%00.0%Unchanged
Schechter Investment Advisors, LLC873$239.0K0.02%+873New
Clarius Group, LLC866$237.0K0.02%+866New
E&G Advisors, LP860$236.0K0.06%00.0%Unchanged
First Midwest Bank Trust Division852$233.0K0.03%00.0%Unchanged
Klingenstein Fields & Co LP850$233.0K0.01%00.0%Unchanged
Avantax Advisory Services, Inc.841$230.0K0.00%00.0%Unchanged
National Bank of Canada836$230.0K0.00%+836New
O'Shaughnessy Asset Management, LLC833$228.0K0.00%+294+54.5%Added
Vontobel Holding Ltd.822$225.0K0.00%00.0%Unchanged
Vantage Consulting Group Inc816$224.0K0.06%+5+0.6%Added
Syntax Advisors, LLC816$224.0K0.17%+816New
Two Sigma Investments, LP800$219.0K0.00%+800New
Fulton Bank, N.A.732$201.0K0.01%+732New
Ancora Advisors, LLC725$199.0K0.00%00.0%Unchanged
IndexIQ Advisors LLC653$179.0K0.01%−31−4.5%Reduced
Desjardins Global Asset Management Inc.651$178.0K0.02%+651New
Exchange Traded Concepts, LLC636$174.0K0.00%+390+158.5%Added
Smithfield Trust Co629$172.0K0.01%00.0%Unchanged
Canada Pension Plan Investment Board620$170.0K0.00%−9,109−93.6%Reduced
Ameritas Investment Partners, Inc.548$150.0K0.01%00.0%Unchanged
Quent Capital, LLC508$139.0K0.03%+508New
Central Trust Co505$138.0K0.00%00.0%Unchanged
Longfellow Investment Management Co LLC501$138.0K0.02%00.0%Unchanged
Webster Bank, N. A.500$137.0K0.01%00.0%Unchanged
Rockefeller Capital Management L.P.499$136.0K0.00%+1+0.2%Added
Vestcor Inc492$135.0K0.00%−45,770−98.9%Reduced
Banque Cantonale Vaudoise485$133.0K0.01%00.0%Unchanged
TD Ameritrade Investment Management, LLC371$102.0K0.00%−73−16.4%Reduced
Sentry Investment Management LLC359$98.0K0.03%00.0%Unchanged
First Horizon Advisors, Inc.357$97.0K0.00%+276+340.7%Added
Fifth Third Bancorp349$96.0K0.00%+121+53.1%Added
Fortitude Advisory Group L.L.C.310$85.0K0.04%+310New
Institutional & Family Asset Management, LLC262$72.0K0.01%00.0%Unchanged
Whittier Trust Co of Nevada Inc255$70.0K0.00%00.0%Unchanged
Cullen/Frost Bankers, Inc.250$68.0K0.00%00.0%Unchanged
Asset Dedication, LLC250$68.0K0.01%00.0%Unchanged
Versant Capital Management, Inc241$66.0K0.02%00.0%Unchanged
Northwestern Mutual Wealth Management Co236$64.0K0.00%+37+18.6%Added
Parallel Advisors, LLC222$61.0K0.00%+24+12.1%Added