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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.

Q1 2022 vs. Q4 2021

How the institutions holding Everest Group, Ltd. changed between Q4 2021 and Q1 2022.

All holders in Q1 2022All holders in Q4 2021

13F holders of EG: Q4 2021 compared with Q1 2022
MeasureQ4 2021Of which not filed for Q1 2022Q1 2022Change
Holders4799513+43
Shares37.1M42.6K36.9M−210.5K (−0.6%)
Value$10.2B$11.7M$11.1B+$938.7M (+9.2%)

9 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (75)

Institutions that held Everest Group, Ltd. at the end of Q1 2022 but not at the end of Q4 2021.

Institutions new to EG in Q1 2022
InstitutionSharesValue% of portfolio
Sumitomo Mitsui Trust Holdings, Inc.223,560$67.4M0.04%
FIL Ltd174,553$52.6M0.05%
AXA S.A.43,323$13.1M0.04%
LMCG Investments, LLC39,013$11.8M0.68%
Duality Advisers, LP16,600$5.00M0.54%
Marshall Wace, LLP14,299$4.31M0.01%
Royal London Asset Management Ltd13,857$4.18M0.02%
Putnam Investments LLC13,501$4.07M0.01%
Amalgamated Financial Corp.13,338$4.02M0.03%
Susquehanna Fundamental Investments, LLC12,600$3.80M0.07%
Chase Investment Counsel Corp11,749$3.54M1.55%
Zacks Investment Management10,266$3.09M0.04%
Acadian Asset Management LLC8,386$2.52M0.01%
Signature Estate & Investment Advisors LLC8,030$2.42M0.11%
Swiss Life Asset Management Ltd7,808$2.35M0.03%
Two Sigma Advisers, LP7,700$2.32M0.01%
Equitable Trust Co6,910$2.08M0.13%
ExodusPoint Capital Management, LP5,764$1.74M0.03%
1832 Asset Management L.P.4,908$1.46M0.00%
Icon Advisers Inc4,400$1.33M0.23%
Ergoteles LLC4,300$1.30M0.05%
Credit Agricole S A4,025$1.21M0.04%
Vident Investment Advisory, LLC3,791$1.14M0.03%
Great Lakes Advisors, LLC2,987$900.0K0.01%
Dynamic Technology Lab Private Ltd2,786$840.0K0.10%
AGF Investments LLC2,717$819.0K0.07%
Occudo Quantitative Strategies LP2,572$775.0K0.06%
Aigen Investment Management, LP2,400$723.0K0.12%
Hillsdale Investment Management Inc.1,950$588.0K0.04%
Summit Wealth & Retirement Planning, Inc.1,800$542.0K0.19%
Lingohr & Partner Asset Management GmbH1,662$501.0K1.32%
Quantbot Technologies LP1,591$479.0K0.04%
Teza Capital Management LLC1,562$471.0K0.18%
Natixis Investment Managers International1,411$425.0K0.01%
Banque Pictet & Cie SA1,388$418.0K0.00%
Forsta Ap-Fonden1,300$392.0K0.00%
Peapack Gladstone Financial Corp1,287$388.0K0.01%
Jump Financial, LLC1,269$382.0K0.02%
Versor Investments LP1,200$362.0K0.01%
Prudential PLC1,174$354.0K0.01%
Centaurus Financial, Inc.1,153$347.0K0.03%
Quantinno Capital Management LP1,152$347.0K0.05%
Zeke Capital Advisors, LLC1,148$346.0K0.02%
Meeder Asset Management Inc1,094$330.0K0.02%
Measured Wealth Private Client Group, LLC978$295.0K0.11%
Intersect Capital LLC836$252.0K0.05%
Nomura Holdings Inc803$246.0K0.00%
Cetera Investment Advisers813$245.0K0.00%
FORA Capital, LLC732$223.0K0.04%
Connor, Clark & Lunn Investment Management Ltd.737$222.0K0.00%
Ethic Inc.732$221.0K0.02%
Wealthfront Advisers LLC724$218.0K0.00%
Convergence Investment Partners, LLC719$217.0K0.11%
CIBC Private Wealth Group, LLC594$179.0K0.00%
US Asset Management LLC395$119.0K0.11%
Prospera Financial Services Inc333$100.0K0.00%
Heritage Wealth Management, LLC151$46.0K0.01%
Dravo Bay LLC50$15.1K0.01%
Assetmark, Inc28$8.00K0.00%
Northwest Investment Counselors, LLC22$7.00K0.00%
Creative Planning22$7.00K0.00%
Clear Street Markets LLC16$5.00K0.00%
TCWP LLC15$4.00K0.00%
GHP Investment Advisors, Inc.10$3.00K0.00%
Cordant, Inc.11$3.00K0.00%
Global Retirement Partners, LLC8$2.00K0.00%
Disciplined Investments, LLC7$2.00K0.00%
WR Wealth Planners, LLC5$1.51K0.00%
Evermay Wealth Management LLC4$1.00K0.00%
GW&K Investment Management, LLC3$1.00K0.00%
Massmutual Trust Co FSB2$1.00K0.00%
Private Ocean, LLC2$1.00K0.00%
Siena Capital LLC2$1.00K0.00%
CFS Investment Advisory Services, LLC14,165$00.00%
SJS Investment Consulting Inc.1$00.00%

Sold out (32)

Institutions that held Everest Group, Ltd. at the end of Q4 2021 and filed for Q1 2022 without it.

Not filed for Q1 2022 yet (9)

Institutions that held Everest Group, Ltd. at the end of Q4 2021 and haven't filed a 13F for Q1 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding EG in Q4 2021 that haven't filed for Q1 2022
InstitutionShares, Q4 2021Value, Q4 2021
Andra AP-fonden34,500$9.45M
Delphi Management Inc5,579$1.53M
Legg Mason Asset Management (Japan) Co., Ltd.1,575$431.0K
First Midwest Bank Trust Division852$233.0K
Harbour Investments, Inc.30$8.00K
Reilly Financial Advisors, LLC22$6.00K
NEXT Financial Group, Inc14$3.00K
Bell Investment Advisors, Inc6$2.00K
Carroll Financial Associates, Inc.1$0