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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, 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.

Institutional holdersQ1 2022: 513 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 heldQ1 2022: $11.1B
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, Q1 2022

Shares, value and share of portfolio for each institution holding Everest Group, Ltd.; share changes are against Q4 2021.

Institutions holding EG in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Kentucky Retirement Systems2,509$756.0K0.03%+99+4.1%Added
Citadel Investment Advisory, Inc.2,475$746.0K0.43%−25−1.0%Reduced
Louisiana State Employees Retirement System2,500$744.0K0.02%00.0%Unchanged
Sumitomo Mitsui DS Asset Management Company, Ltd2,461$742.0K0.02%−25−1.0%Reduced
Metropolitan Life Insurance Co2,430$732.4K0.03%−2,471−50.4%Reduced
Aigen Investment Management, LP2,400$723.0K0.12%+2,400New
Daiwa Securities Group Inc.2,342$706.0K0.00%−95−3.9%Reduced
New Mexico Educational Retirement Board2,300$693.0K0.03%−100−4.2%Reduced
Toroso Investments, LLC2,252$679.0K0.02%+246+12.3%Added
Pacitti Group Inc.2,214$667.0K0.44%+150+7.3%Added
Atlas Private Wealth Management2,199$663.0K0.39%−500−18.5%Reduced
Bank of Stockton2,146$647.0K0.20%−140−6.1%Reduced
Advisor Group Holdings, Inc.2,075$634.0K0.00%+95+4.8%Added
Cambridge Investment Research Advisors, Inc.1,980$597.0K0.00%−87−4.2%Reduced
O'Shaughnessy Asset Management, LLC1,969$593.0K0.01%+1,136+136.4%Added
Hillsdale Investment Management Inc.1,950$588.0K0.04%+1,950New
Achmea Investment Management B.V.1,907$575.0K0.01%+1,796+1,618.0%Added
Bartlett & Co. Wealth Management LLC1,867$562.7K0.01%+39+2.1%Added
Bartlett & Co. LLC1,867$562.0K0.01%+39+2.1%Added
Foster & Motley Inc1,860$561.0K0.04%−175−8.6%Reduced
Walleye Trading LLC1,855$559.0K0.01%+319+20.8%Added
Banco Bilbao Vizcaya Argentaria, S.A.1,829$555.0K0.01%−202−9.9%Reduced
Simplex Trading, LLC1,816$547.0K0.02%+698+62.4%Added
Summit Wealth & Retirement Planning, Inc.1,800$542.0K0.19%+1,800New
Huntington National Bank1,773$535.0K0.00%+28+1.6%Added
Capital International Sarl1,768$533.0K0.03%−5,104−74.3%Reduced
Commerce Bank1,720$518.0K0.00%+55+3.3%Added
Horizon Investments, LLC1,711$516.0K0.01%+556+48.1%Added
CPWM, LLC1,683$507.0K0.04%−2,412−58.9%Reduced
Thrivent Financial for Lutherans1,665$502.0K0.00%−12−0.7%Reduced
Lingohr & Partner Asset Management GmbH1,662$501.0K1.32%+1,662New
Quantbot Technologies LP1,591$479.0K0.04%+1,591New
Vestmark Advisory Solutions, Inc.1,585$478.0K0.03%−564−26.2%Reduced
Norinchukin Bank, The1,584$477.0K0.01%+276+21.1%Added
Avidian Wealth Solutions, LLC1,568$473.0K0.03%+13+0.8%Added
Teza Capital Management LLC1,562$471.0K0.18%+1,562New
Raymond James Trust N.A.1,547$466.0K0.01%−381−19.8%Reduced
Erste Asset Management GmbH1,500$457.1K0.01%00.0%Unchanged
Seelaus Asset Management LLC1,512$456.0K0.27%−75−4.7%Reduced
Aull & Monroe Investment Management Corp1,500$452.0K0.20%00.0%Unchanged
Harbor Advisors LLC1,500$452.0K0.09%00.0%Unchanged
National Bank of Canada1,443$435.0K0.00%+607+72.6%Added
Raymond James Financial Services Advisors, Inc.1,437$433.0K0.00%+182+14.5%Added
Natixis Investment Managers International1,411$425.0K0.01%+1,411New
Rowland & Co Investment Counsel1,395$420.4K0.10%−25−1.8%Reduced
Banque Pictet & Cie SA1,388$418.0K0.00%+1,388New
Hancock Whitney Corp1,372$414.0K0.01%−241−14.9%Reduced
Traynor Capital Management, Inc.1,348$406.0K0.05%−228−14.5%Reduced
D.A. Davidson & Co.1,344$405.0K0.00%+10+0.7%Added
GW Henssler & Associates Ltd1,310$395.0K0.02%+16+1.2%Added
Baird Financial Group, Inc.1,301$392.0K0.00%−1,469−53.0%Reduced
Forsta Ap-Fonden1,300$392.0K0.00%+1,300New
Wedge Capital Management L L P1,296$391.0K0.01%+13+1.0%Added
Exchange Traded Concepts, LLC1,293$390.0K0.01%+657+103.3%Added
Peapack Gladstone Financial Corp1,287$388.0K0.01%+1,287New
Jump Financial, LLC1,269$382.0K0.02%+1,269New
Redpoint Investment Management Pty Ltd1,265$381.0K0.04%00.0%Unchanged
Greenhouse Funds LLLP1,257$379.0K0.04%−203−13.9%Reduced
Stephens Inc1,243$375.0K0.01%−806−39.3%Reduced
Avantax Advisory Services, Inc.1,229$373.0K0.01%+388+46.1%Added
Unison Advisors LLC1,219$368.0K0.09%+6+0.5%Added
Gofen & Glossberg LLC1,200$362.0K0.01%00.0%Unchanged
Versor Investments LP1,200$362.0K0.01%+1,200New
Checchi Capital Advisers, LLC1,196$360.0K0.04%+102+9.3%Added
Prudential PLC1,174$354.0K0.01%+1,174New
Trail Ridge Investment Advisors, LLC1,171$353.0K0.22%−34−2.8%Reduced
M&T Bank Corp1,162$351.0K0.00%−250−17.7%Reduced
Kentucky Retirement Systems Insurance Trust Fund1,162$350.0K0.03%+107+10.1%Added
Centaurus Financial, Inc.1,153$347.0K0.03%+1,153New
Quantinno Capital Management LP1,152$347.0K0.05%+1,152New
Zeke Capital Advisors, LLC1,148$346.0K0.02%+1,148New
HM Payson & Co1,100$332.0K0.01%00.0%Unchanged
Wellington Shields & Co., LLC1,100$332.0K0.11%00.0%Unchanged
Meeder Asset Management Inc1,094$330.0K0.02%+1,094New
TD Private Client Wealth LLC1,086$327.3K0.01%−322−22.9%Reduced
Chesley Taft & Associates LLC1,090$316.0K0.02%00.0%Unchanged
Thomas White International Ltd1,040$313.0K0.05%00.0%Unchanged
Janney Montgomery Scott LLC1,024$309.0K0.00%−23−2.2%Reduced
Point72 Hong Kong Ltd1,022$308.0K0.03%−121−10.6%Reduced
KCM Investment Advisors LLC1,016$306.0K0.01%00.0%Unchanged
Mackenzie Financial Corp999$301.0K0.00%−25−2.4%Reduced
Measured Wealth Private Client Group, LLC978$295.0K0.11%+978New
Bessemer Group Inc947$285.0K0.00%+10+1.1%Added
Pitcairn Co913$275.0K0.02%−4−0.4%Reduced
Schechter Investment Advisors, LLC911$274.0K0.03%+38+4.4%Added
CIBC World Markets Inc.905$273.0K0.00%−146−13.9%Reduced
Forum Financial Management, LP908$273.0K0.01%00.0%Unchanged
Essex Investment Management Co LLC889$268.0K0.03%−2−0.2%Reduced
First Hawaiian Bank883$266.0K0.01%−45−4.8%Reduced
Klingenstein Fields & Co LP850$256.0K0.01%00.0%Unchanged
Capital Group Private Client Services, Inc.842$254.0K0.00%−7,315−89.7%Reduced
Intersect Capital LLC836$252.0K0.05%+836New
American Trust823$248.0K0.02%−568−40.8%Reduced
Vontobel Holding Ltd.809$247.0K0.00%−13−1.6%Reduced
Nomura Holdings Inc803$246.0K0.00%+803New
Cetera Investment Advisers813$245.0K0.00%+813New
Clarius Group, LLC866$237.0K0.02%00.0%Unchanged
People's United Financial, Inc.784$236.0K0.01%−186−19.2%Reduced
E&G Advisors, LP760$229.0K0.06%−100−11.6%Reduced
FORA Capital, LLC732$223.0K0.04%+732New