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 |
|---|---|---|---|---|---|
| Connor, Clark & Lunn Investment Management Ltd. | 737 | $222.0K | 0.00% | +737 | New |
| Ethic Inc. | 732 | $221.0K | 0.02% | +732 | New |
| Ancora Advisors, LLC | 725 | $219.0K | 0.01% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 724 | $218.0K | 0.00% | +724 | New |
| Convergence Investment Partners, LLC | 719 | $217.0K | 0.11% | +719 | New |
| 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 |
| HRT Financial LP | 702 | $211.0K | 0.00% | −308−30.5% | Reduced |
| Cigna Investments Inc | 691 | $209.0K | 0.03% | −229−24.9% | Reduced |
| 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 |
| Smithfield Trust Co | 630 | $189.0K | 0.01% | +1+0.2% | Added |
| Vestcor Inc | 623 | $188.0K | 0.01% | +131+26.6% | Added |
| Quent Capital, LLC | 617 | $186.0K | 0.03% | +109+21.5% | Added |
| Central Trust Co | 598 | $180.0K | 0.01% | +93+18.4% | Added |
| CIBC Private Wealth Group, LLC | 594 | $179.0K | 0.00% | +594 | New |
| Ameritas Investment Partners, Inc. | 548 | $165.0K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 500 | $151.0K | 0.02% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 485 | $146.0K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 435 | $131.0K | 0.00% | +86+24.6% | Added |
| Federation des caisses Desjardins du Quebec | 425 | $128.1K | 0.00% | −3,961−90.3% | Reduced |
| US Asset Management LLC | 395 | $119.0K | 0.11% | +395 | 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 |
| Prospera Financial Services Inc | 333 | $100.0K | 0.00% | +333 | New |
| Sentry Investment Management LLC | 307 | $93.0K | 0.03% | −52−14.5% | Reduced |
| Zions Bancorporation, N.A. | 286 | $86.0K | 0.01% | +234+450.0% | Added |
| 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 |
| Cullen/Frost Bankers, Inc. | 250 | $75.0K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 250 | $75.0K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 243 | $74.0K | 0.00% | +21+9.5% | Added |
| Versant Capital Management, Inc | 241 | $73.0K | 0.02% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 221 | $67.0K | 0.01% | −41−15.6% | Reduced |
| Addison Advisors LLC | 212 | $64.0K | 0.04% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 205 | $62.0K | 0.02% | +1+0.5% | Added |
| First Financial Corp | 200 | $60.0K | 0.04% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 173 | $52.0K | 0.01% | +1+0.6% | Added |
| Key Financial Inc | 159 | $48.0K | 0.02% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 152 | $46.0K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 151 | $46.0K | 0.01% | +151 | New |
| Caldwell Trust Co | 144 | $43.4K | 0.01% | −1−0.7% | Reduced |
| Parkside Financial Bank & Trust | 143 | $43.0K | 0.01% | +122+581.0% | Added |
| IFP Advisors, Inc | 229 | $37.0K | 0.00% | +216+1,661.5% | Added |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 120 | $36.0K | 0.03% | +100+500.0% | Added |
| American Portfolios Advisors | 118 | $35.5K | 0.00% | −56−32.2% | Reduced |
| Signaturefd, LLC | 102 | $31.0K | 0.00% | +5+5.2% | Added |
| 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 |
| Spire Wealth Management | 87 | $26.0K | 0.00% | −46−34.6% | 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 |
| KB Financial Partners, LLC | 62 | $19.0K | 0.01% | −1−1.6% | Reduced |
| Atwood & Palmer Inc | 59 | $18.0K | 0.00% | 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 |
| Raffa Wealth Management, LLC | 54 | $16.3K | 0.01% | 00.0% | Unchanged |
| Dravo Bay LLC | 50 | $15.1K | 0.01% | +50 | New |
| Allworth Financial LP | 51 | $15.0K | 0.00% | +1+2.0% | 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 |
| Concord Wealth Partners | 32 | $10.0K | 0.00% | +10+45.5% | Added |
| CVA Family Office, LLC | 30 | $9.00K | 0.00% | +5+20.0% | Added |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| WR Wealth Planners, LLC | 5 | $1.51K | 0.00% | +5 | New |
| Ci Investments Inc. | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 3 | $1.00K | 0.00% | 00.0% | Unchanged |