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 |
|---|---|---|---|---|---|
| Vestcor Inc | 623 | $188.0K | 0.01% | +131+26.6% | Added |
| Smithfield Trust Co | 630 | $189.0K | 0.01% | +1+0.2% | Added |
| IndexIQ Advisors LLC | 641 | $193.0K | 0.01% | −12−1.8% | Reduced |
| Desjardins Global Asset Management Inc. | 643 | $193.0K | 0.02% | −8−1.2% | Reduced |
| Cigna Investments Inc | 691 | $209.0K | 0.03% | −229−24.9% | Reduced |
| HRT Financial LP | 702 | $211.0K | 0.00% | −308−30.5% | Reduced |
| Vantage Consulting Group Inc | 718 | $216.0K | 0.08% | −98−12.0% | Reduced |
| Syntax Advisors, LLC | 718 | $216.0K | 0.18% | −98−12.0% | Reduced |
| Convergence Investment Partners, LLC | 719 | $217.0K | 0.11% | +719 | New |
| Wealthfront Advisers LLC | 724 | $218.0K | 0.00% | +724 | New |
| Ancora Advisors, LLC | 725 | $219.0K | 0.01% | 00.0% | Unchanged |
| Ethic Inc. | 732 | $221.0K | 0.02% | +732 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 737 | $222.0K | 0.00% | +737 | New |
| FORA Capital, LLC | 732 | $223.0K | 0.04% | +732 | New |
| E&G Advisors, LP | 760 | $229.0K | 0.06% | −100−11.6% | Reduced |
| People's United Financial, Inc. | 784 | $236.0K | 0.01% | −186−19.2% | Reduced |
| Clarius Group, LLC | 866 | $237.0K | 0.02% | 00.0% | Unchanged |
| Cetera Investment Advisers | 813 | $245.0K | 0.00% | +813 | New |
| Nomura Holdings Inc | 803 | $246.0K | 0.00% | +803 | New |
| Vontobel Holding Ltd. | 809 | $247.0K | 0.00% | −13−1.6% | Reduced |
| American Trust | 823 | $248.0K | 0.02% | −568−40.8% | Reduced |
| Intersect Capital LLC | 836 | $252.0K | 0.05% | +836 | New |
| Capital Group Private Client Services, Inc. | 842 | $254.0K | 0.00% | −7,315−89.7% | Reduced |
| Klingenstein Fields & Co LP | 850 | $256.0K | 0.01% | 00.0% | Unchanged |
| First Hawaiian Bank | 883 | $266.0K | 0.01% | −45−4.8% | Reduced |
| Essex Investment Management Co LLC | 889 | $268.0K | 0.03% | −2−0.2% | Reduced |
| CIBC World Markets Inc. | 905 | $273.0K | 0.00% | −146−13.9% | Reduced |
| Forum Financial Management, LP | 908 | $273.0K | 0.01% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 911 | $274.0K | 0.03% | +38+4.4% | Added |
| Pitcairn Co | 913 | $275.0K | 0.02% | −4−0.4% | Reduced |
| Bessemer Group Inc | 947 | $285.0K | 0.00% | +10+1.1% | Added |
| Measured Wealth Private Client Group, LLC | 978 | $295.0K | 0.11% | +978 | New |
| Mackenzie Financial Corp | 999 | $301.0K | 0.00% | −25−2.4% | Reduced |
| KCM Investment Advisors LLC | 1,016 | $306.0K | 0.01% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 1,022 | $308.0K | 0.03% | −121−10.6% | Reduced |
| Janney Montgomery Scott LLC | 1,024 | $309.0K | 0.00% | −23−2.2% | Reduced |
| Thomas White International Ltd | 1,040 | $313.0K | 0.05% | 00.0% | Unchanged |
| Chesley Taft & Associates LLC | 1,090 | $316.0K | 0.02% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,086 | $327.3K | 0.01% | −322−22.9% | Reduced |
| Meeder Asset Management Inc | 1,094 | $330.0K | 0.02% | +1,094 | New |
| HM Payson & Co | 1,100 | $332.0K | 0.01% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 1,100 | $332.0K | 0.11% | 00.0% | Unchanged |
| Zeke Capital Advisors, LLC | 1,148 | $346.0K | 0.02% | +1,148 | New |
| Centaurus Financial, Inc. | 1,153 | $347.0K | 0.03% | +1,153 | New |
| Quantinno Capital Management LP | 1,152 | $347.0K | 0.05% | +1,152 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 1,162 | $350.0K | 0.03% | +107+10.1% | Added |
| M&T Bank Corp | 1,162 | $351.0K | 0.00% | −250−17.7% | Reduced |
| Trail Ridge Investment Advisors, LLC | 1,171 | $353.0K | 0.22% | −34−2.8% | Reduced |
| Prudential PLC | 1,174 | $354.0K | 0.01% | +1,174 | New |
| Checchi Capital Advisers, LLC | 1,196 | $360.0K | 0.04% | +102+9.3% | Added |
| Gofen & Glossberg LLC | 1,200 | $362.0K | 0.01% | 00.0% | Unchanged |
| Versor Investments LP | 1,200 | $362.0K | 0.01% | +1,200 | New |
| Unison Advisors LLC | 1,219 | $368.0K | 0.09% | +6+0.5% | Added |
| Avantax Advisory Services, Inc. | 1,229 | $373.0K | 0.01% | +388+46.1% | Added |
| Stephens Inc | 1,243 | $375.0K | 0.01% | −806−39.3% | Reduced |
| Greenhouse Funds LLLP | 1,257 | $379.0K | 0.04% | −203−13.9% | Reduced |
| Redpoint Investment Management Pty Ltd | 1,265 | $381.0K | 0.04% | 00.0% | Unchanged |
| Jump Financial, LLC | 1,269 | $382.0K | 0.02% | +1,269 | New |
| Peapack Gladstone Financial Corp | 1,287 | $388.0K | 0.01% | +1,287 | New |
| Exchange Traded Concepts, LLC | 1,293 | $390.0K | 0.01% | +657+103.3% | Added |
| Wedge Capital Management L L P | 1,296 | $391.0K | 0.01% | +13+1.0% | Added |
| Baird Financial Group, Inc. | 1,301 | $392.0K | 0.00% | −1,469−53.0% | Reduced |
| Forsta Ap-Fonden | 1,300 | $392.0K | 0.00% | +1,300 | New |
| GW Henssler & Associates Ltd | 1,310 | $395.0K | 0.02% | +16+1.2% | Added |
| D.A. Davidson & Co. | 1,344 | $405.0K | 0.00% | +10+0.7% | Added |
| Traynor Capital Management, Inc. | 1,348 | $406.0K | 0.05% | −228−14.5% | Reduced |
| Hancock Whitney Corp | 1,372 | $414.0K | 0.01% | −241−14.9% | Reduced |
| Banque Pictet & Cie SA | 1,388 | $418.0K | 0.00% | +1,388 | New |
| Rowland & Co Investment Counsel | 1,395 | $420.4K | 0.10% | −25−1.8% | Reduced |
| Natixis Investment Managers International | 1,411 | $425.0K | 0.01% | +1,411 | New |
| Raymond James Financial Services Advisors, Inc. | 1,437 | $433.0K | 0.00% | +182+14.5% | Added |
| National Bank of Canada | 1,443 | $435.0K | 0.00% | +607+72.6% | Added |
| Aull & Monroe Investment Management Corp | 1,500 | $452.0K | 0.20% | 00.0% | Unchanged |
| Harbor Advisors LLC | 1,500 | $452.0K | 0.09% | 00.0% | Unchanged |
| Seelaus Asset Management LLC | 1,512 | $456.0K | 0.27% | −75−4.7% | Reduced |
| Erste Asset Management GmbH | 1,500 | $457.1K | 0.01% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 1,547 | $466.0K | 0.01% | −381−19.8% | Reduced |
| Teza Capital Management LLC | 1,562 | $471.0K | 0.18% | +1,562 | New |
| Avidian Wealth Solutions, LLC | 1,568 | $473.0K | 0.03% | +13+0.8% | Added |
| Norinchukin Bank, The | 1,584 | $477.0K | 0.01% | +276+21.1% | Added |
| Vestmark Advisory Solutions, Inc. | 1,585 | $478.0K | 0.03% | −564−26.2% | Reduced |
| Quantbot Technologies LP | 1,591 | $479.0K | 0.04% | +1,591 | New |
| Lingohr & Partner Asset Management GmbH | 1,662 | $501.0K | 1.32% | +1,662 | New |
| Thrivent Financial for Lutherans | 1,665 | $502.0K | 0.00% | −12−0.7% | Reduced |
| CPWM, LLC | 1,683 | $507.0K | 0.04% | −2,412−58.9% | Reduced |
| Horizon Investments, LLC | 1,711 | $516.0K | 0.01% | +556+48.1% | Added |
| Commerce Bank | 1,720 | $518.0K | 0.00% | +55+3.3% | Added |
| Capital International Sarl | 1,768 | $533.0K | 0.03% | −5,104−74.3% | Reduced |
| Huntington National Bank | 1,773 | $535.0K | 0.00% | +28+1.6% | Added |
| Summit Wealth & Retirement Planning, Inc. | 1,800 | $542.0K | 0.19% | +1,800 | New |
| Simplex Trading, LLC | 1,816 | $547.0K | 0.02% | +698+62.4% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 1,829 | $555.0K | 0.01% | −202−9.9% | Reduced |
| Walleye Trading LLC | 1,855 | $559.0K | 0.01% | +319+20.8% | Added |
| Foster & Motley Inc | 1,860 | $561.0K | 0.04% | −175−8.6% | Reduced |
| Bartlett & Co. LLC | 1,867 | $562.0K | 0.01% | +39+2.1% | Added |
| Bartlett & Co. Wealth Management LLC | 1,867 | $562.7K | 0.01% | +39+2.1% | Added |
| Achmea Investment Management B.V. | 1,907 | $575.0K | 0.01% | +1,796+1,618.0% | Added |
| Hillsdale Investment Management Inc. | 1,950 | $588.0K | 0.04% | +1,950 | New |
| O'Shaughnessy Asset Management, LLC | 1,969 | $593.0K | 0.01% | +1,136+136.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 1,980 | $597.0K | 0.00% | −87−4.2% | Reduced |