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, Q1 2022
Institutional positions in Everest Group, Ltd. as of Mar 31, 2022. 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
- 513
- +43 vs. Q4 2021
- Shares held
- 36.9M
- −210.5K (−0.6%) vs. Q4 2021
- Total value
- $11.1B
- +$938.7M (+9.2%) vs. Q4 2021
- New holders
- 75
- 182 more added
- Sold out
- 32
- 179 more reduced
9 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Everest Group, Ltd.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Manchester Capital Management LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| CFS Investment Advisory Services, LLC | 14,165 | $0 | 0.00% | +14,165 | New |
| SJS Investment Consulting Inc. | 1 | $0 | 0.00% | +1 | New |
| Ci Investments Inc. | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 2 | $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 |
| Covestor Ltd | 3 | $1.00K | 0.00% | +1+50.0% | Added |
| Evermay Wealth Management LLC | 4 | $1.00K | 0.00% | +4 | New |
| GW&K Investment Management, LLC | 3 | $1.00K | 0.00% | +3 | New |
| Massmutual Trust Co FSB | 2 | $1.00K | 0.00% | +2 | New |
| Private Ocean, LLC | 2 | $1.00K | 0.00% | +2 | New |
| Siena Capital LLC | 2 | $1.00K | 0.00% | +2 | New |
| WR Wealth Planners, LLC | 5 | $1.51K | 0.00% | +5 | New |
| 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 |
| Schubert & Co | 6 | $2.00K | 0.00% | +1+20.0% | Added |
| Global Retirement Partners, LLC | 8 | $2.00K | 0.00% | +8 | New |
| Disciplined Investments, LLC | 7 | $2.00K | 0.00% | +7 | New |
| AdvisorNet Financial, Inc | 9 | $3.00K | 0.00% | +2+28.6% | Added |
| Horan Securities, Inc. | 9 | $3.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 9 | $3.00K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 10 | $3.00K | 0.00% | +10 | New |
| Cordant, Inc. | 11 | $3.00K | 0.00% | +11 | New |
| BerganKDV Wealth Management, LLC | 13 | $4.00K | 0.00% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 12 | $4.00K | 0.00% | 00.0% | Unchanged |
| TCWP LLC | 15 | $4.00K | 0.00% | +15 | New |
| Howe & Rusling Inc | 15 | $5.00K | 0.00% | +2+15.4% | Added |
| Plante Moran Financial Advisors, LLC | 15 | $5.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 15 | $5.00K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 16 | $5.00K | 0.00% | +16 | New |
| Farmers & Merchants Investments Inc | 21 | $6.00K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 20 | $6.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 19 | $6.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 24 | $7.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 23 | $7.00K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 23 | $7.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 22 | $7.00K | 0.00% | +14+175.0% | Added |
| Northwest Investment Counselors, LLC | 22 | $7.00K | 0.00% | +22 | New |
| Creative Planning | 22 | $7.00K | 0.00% | +22 | New |
| Fieldpoint Private Securities, LLC | 25 | $8.00K | 0.00% | −19−43.2% | Reduced |
| EverSource Wealth Advisors, LLC | 28 | $8.00K | 0.00% | +9+47.4% | Added |
| Assetmark, Inc | 28 | $8.00K | 0.00% | +28 | New |
| CVA Family Office, LLC | 30 | $9.00K | 0.00% | +5+20.0% | Added |
| Concord Wealth Partners | 32 | $10.0K | 0.00% | +10+45.5% | Added |
| TCI Wealth Advisors, Inc. | 35 | $11.0K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 35 | $11.0K | 0.00% | +11+45.8% | Added |
| Allworth Financial LP | 51 | $15.0K | 0.00% | +1+2.0% | Added |
| Dravo Bay LLC | 50 | $15.1K | 0.01% | +50 | New |
| Raffa Wealth Management, LLC | 54 | $16.3K | 0.01% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 59 | $17.0K | 0.01% | +49+490.0% | Added |
| Covington Capital Management | 57 | $17.0K | 0.00% | +56+5,600.0% | Added |
| Atwood & Palmer Inc | 59 | $18.0K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 62 | $19.0K | 0.01% | −1−1.6% | Reduced |
| First Horizon Advisors, Inc. | 66 | $20.0K | 0.00% | −291−81.5% | Reduced |
| Piscataqua Savings Bank | 65 | $20.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 87 | $26.0K | 0.00% | −46−34.6% | Reduced |
| Cambridge Trust Co | 90 | $27.0K | 0.00% | −2−2.2% | Reduced |
| Gemmer Asset Management LLC | 90 | $27.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 90 | $27.0K | 0.00% | +1+1.1% | Added |
| Signaturefd, LLC | 102 | $31.0K | 0.00% | +5+5.2% | Added |
| American Portfolios Advisors | 118 | $35.5K | 0.00% | −56−32.2% | Reduced |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 120 | $36.0K | 0.03% | +100+500.0% | Added |
| IFP Advisors, Inc | 229 | $37.0K | 0.00% | +216+1,661.5% | Added |
| Parkside Financial Bank & Trust | 143 | $43.0K | 0.01% | +122+581.0% | Added |
| Caldwell Trust Co | 144 | $43.4K | 0.01% | −1−0.7% | Reduced |
| GPS Wealth Strategies Group, LLC | 152 | $46.0K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 151 | $46.0K | 0.01% | +151 | New |
| Key Financial Inc | 159 | $48.0K | 0.02% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 173 | $52.0K | 0.01% | +1+0.6% | Added |
| First Financial Corp | 200 | $60.0K | 0.04% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 205 | $62.0K | 0.02% | +1+0.5% | Added |
| Addison Advisors LLC | 212 | $64.0K | 0.04% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 221 | $67.0K | 0.01% | −41−15.6% | Reduced |
| Versant Capital Management, Inc | 241 | $73.0K | 0.02% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 243 | $74.0K | 0.00% | +21+9.5% | Added |
| Cullen/Frost Bankers, Inc. | 250 | $75.0K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 250 | $75.0K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 258 | $77.0K | 0.00% | −241−48.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 255 | $77.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 286 | $86.0K | 0.01% | +234+450.0% | Added |
| Sentry Investment Management LLC | 307 | $93.0K | 0.03% | −52−14.5% | Reduced |
| Prospera Financial Services Inc | 333 | $100.0K | 0.00% | +333 | New |
| TD Ameritrade Investment Management, LLC | 337 | $102.0K | 0.00% | −34−9.2% | Reduced |
| Fortitude Advisory Group L.L.C. | 338 | $102.0K | 0.06% | +28+9.0% | Added |
| US Asset Management LLC | 395 | $119.0K | 0.11% | +395 | New |
| Federation des caisses Desjardins du Quebec | 425 | $128.1K | 0.00% | −3,961−90.3% | Reduced |
| Fifth Third Bancorp | 435 | $131.0K | 0.00% | +86+24.6% | Added |
| Banque Cantonale Vaudoise | 485 | $146.0K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 500 | $151.0K | 0.02% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 548 | $165.0K | 0.01% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 594 | $179.0K | 0.00% | +594 | New |
| Central Trust Co | 598 | $180.0K | 0.01% | +93+18.4% | Added |
| Quent Capital, LLC | 617 | $186.0K | 0.03% | +109+21.5% | Added |