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 |
|---|---|---|---|---|---|
| Addison Advisors LLC | 212 | $58.0K | 0.04% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 204 | $56.0K | 0.02% | +1+0.5% | Added |
| First Financial Corp | 200 | $55.0K | 0.03% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 179 | $49.0K | 0.00% | +169+1,690.0% | Added |
| American Portfolios Advisors | 174 | $47.6K | 0.00% | −6−3.3% | Reduced |
| Quadrant Capital Group LLC | 172 | $47.0K | 0.01% | −11−6.0% | Reduced |
| Key Financial Inc | 159 | $44.0K | 0.02% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 152 | $42.0K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 145 | $39.7K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 133 | $36.0K | 0.00% | +133 | New |
| Achmea Investment Management B.V. | 111 | $31.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 97 | $27.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 92 | $26.0K | 0.00% | +92 | New |
| Gemmer Asset Management LLC | 90 | $25.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 89 | $24.0K | 0.00% | 00.0% | Unchanged |
| KRS Capital Management, LLC | 86 | $23.0K | 0.02% | +86 | New |
| Standard Family Office LLC | 69 | $19.0K | 0.17% | +69 | New |
| Piscataqua Savings Bank | 65 | $18.0K | 0.01% | +15+30.0% | Added |
| KB Financial Partners, LLC | 63 | $17.0K | 0.00% | +63 | New |
| Atwood & Palmer Inc | 59 | $16.0K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 61 | $15.0K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 54 | $14.8K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 52 | $14.0K | 0.00% | −9−14.8% | Reduced |
| Allworth Financial LP | 50 | $14.0K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 44 | $12.0K | 0.00% | −9−17.0% | Reduced |
| TCI Wealth Advisors, Inc. | 35 | $10.0K | 0.00% | +26+288.9% | Added |
| Delos Wealth Advisors, LLC | 37 | $10.0K | 0.01% | +37 | New |
| Harbour Investments, Inc. | 30 | $8.00K | 0.00% | +10+50.0% | Added |
| Front Row Advisors LLC | 24 | $7.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 24 | $7.00K | 0.00% | +1+4.3% | Added |
| CVA Family Office, LLC | 25 | $7.00K | 0.00% | +25 | New |
| DuPont Capital Management Corp | 22 | $6.00K | 0.00% | −7,469−99.7% | Reduced |
| Pinnacle Bancorp, Inc. | 23 | $6.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 21 | $6.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 21 | $6.00K | 0.00% | +2+10.5% | Added |
| MV Capital Management, Inc. | 23 | $6.00K | 0.00% | +5+27.8% | Added |
| Concord Wealth Partners | 22 | $6.00K | 0.00% | +16+266.7% | Added |
| Reilly Financial Advisors, LLC | 22 | $6.00K | 0.00% | +22 | New |
| Snowden Capital Advisors LLC | 24 | $6.00K | 0.00% | +24 | New |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 20 | $5.00K | 0.00% | −20−50.0% | Reduced |
| Cranbrook Wealth Management, LLC | 20 | $5.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 19 | $5.00K | 0.00% | +9+90.0% | Added |
| EverSource Wealth Advisors, LLC | 19 | $5.00K | 0.00% | +19 | New |
| IFP Advisors, Inc | 13 | $4.00K | 0.00% | −5−27.8% | Reduced |
| Plante Moran Financial Advisors, LLC | 15 | $4.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 15 | $4.00K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 13 | $4.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 13 | $4.00K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 14 | $3.83K | 0.00% | +14 | New |
| Alaethes Wealth LLC | 12 | $3.00K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 14 | $3.00K | 0.00% | +5+55.6% | Added |
| Clearstead Advisors, LLC | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 9 | $2.00K | 0.00% | +3+50.0% | Added |
| Bell Investment Advisors, Inc | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 7 | $2.00K | 0.00% | +7 | New |
| JFS Wealth Advisors, LLC | 8 | $2.00K | 0.00% | +8 | New |
| Horan Securities, Inc. | 9 | $2.00K | 0.00% | +9 | New |
| Mach-1 Financial Group, Inc. | 10 | $2.00K | 0.00% | +10 | New |
| Koshinski Asset Management, Inc. | 5 | $1.37K | 0.00% | +2+66.7% | Added |
| Washington Trust Co | 5 | $1.00K | 0.00% | −1−16.7% | Reduced |
| Ci Investments Inc. | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 3 | $1.00K | 0.00% | +3 | New |
| BDO Wealth Advisors, LLC | 2 | $1.00K | 0.00% | +2 | New |
| Schubert & Co | 5 | $1.00K | 0.00% | +5 | New |
| Covestor Ltd | 2 | $1.00K | 0.00% | +2 | New |
| Covington Capital Management | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1 | $0 | 0.00% | +1 | New |
| CoreCap Advisors, LLC | 1 | – | – | +1 | New |
| AXA S.A. | 0 | $0 | 0.00% | −35,264−100.0% | Sold out |
| AMP Capital Investors Ltd | 0 | $0 | 0.00% | −32,427−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −14,812−100.0% | Sold out |
| Royal London Asset Management Ltd | 0 | $0 | 0.00% | −14,527−100.0% | Sold out |
| Assetmark, Inc | 0 | $0 | 0.00% | −14,298−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −13,627−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −12,171−100.0% | Sold out |
| Swiss Life Asset Management Ltd | 0 | $0 | 0.00% | −10,016−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −8,905−100.0% | Sold out |
| WBI Investments | 0 | $0 | 0.00% | −8,053−100.0% | Sold out |
| Dai-Ichi Life Insurance Company, Ltd | 0 | $0 | 0.00% | −7,582−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −5,278−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −5,147−100.0% | Sold out |
| United Asset Strategies, Inc. | 0 | $0 | 0.00% | −4,381−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −4,055−100.0% | Sold out |
| Unigestion Holding SA | 0 | $0 | 0.00% | −4,014−100.0% | Sold out |
| Forsta Ap-Fonden | 0 | $0 | 0.00% | −2,400−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −2,319−100.0% | Sold out |
| Stoneridge Investment Partners LLC | 0 | $0 | 0.00% | −1,981−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −1,961−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −1,943−100.0% | Sold out |