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, Q2 2022
Institutional positions in Everest Group, Ltd. as of Jun 30, 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
- 532
- +30 vs. Q1 2022
- Shares held
- 36.3M
- −228.4K (−0.6%) vs. Q1 2022
- Total value
- $10.2B
- −$761.9M (−6.9%) vs. Q1 2022
- New holders
- 68
- 195 more added
- Sold out
- 38
- 180 more reduced
11 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Everest Group, Ltd.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Private Ocean, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 1 | $0 | 0.00% | +1 | New |
| Ellevest, Inc. | 1 | $0 | 0.00% | +1 | New |
| Sutton Wealth Advisors Inc. | 2 | $561 | 0.00% | +2 | New |
| Global Retirement Partners, LLC | 2 | $1.00K | 0.00% | −6−75.0% | Reduced |
| 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% | 00.0% | Unchanged |
| Siena Capital LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 5 | $1.00K | 0.00% | +5 | New |
| SRS Capital Advisors, Inc. | 2 | $1.00K | 0.00% | +2 | New |
| Sargent Bickham Lagudis LLC | 3 | $1.00K | 0.00% | +3 | New |
| Total Clarity Wealth Management, Inc. | 2 | $1.00K | 0.00% | +2 | New |
| Morton Brown Family Wealth, LLC | 5 | $1.00K | 0.00% | +5 | New |
| WR Wealth Planners, LLC | 5 | $1.40K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 7 | $2.00K | 0.00% | −2−22.2% | Reduced |
| Horan Securities, Inc. | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 6 | $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 |
| Disciplined Investments, LLC | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 6 | $2.00K | 0.00% | +5+500.0% | Added |
| Loomis Sayles & Co L P | 6 | $2.00K | 0.00% | +6 | New |
| Fieldpoint Private Securities, LLC | 12 | $3.00K | 0.00% | −13−52.0% | Reduced |
| Howe & Rusling Inc | 12 | $3.00K | 0.00% | −3−20.0% | Reduced |
| Newbridge Financial Services Group, Inc. | 9 | $3.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 9 | $3.00K | 0.00% | +3+50.0% | Added |
| GW&K Investment Management, LLC | 11 | $3.00K | 0.00% | +8+266.7% | Added |
| Massmutual Trust Co FSB | 10 | $3.00K | 0.00% | +8+400.0% | Added |
| Bell Investment Advisors, Inc | 10 | $3.00K | 0.00% | +10 | New |
| Steward Financial Group LLC | 13 | $3.00K | 0.00% | +13 | New |
| Plante Moran Financial Advisors, LLC | 15 | $4.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 15 | $4.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 13 | $4.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 22 | $6.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 21 | $6.00K | 0.00% | −2−8.7% | Reduced |
| Pinnacle Bancorp, Inc. | 23 | $6.00K | 0.00% | 00.0% | Unchanged |
| 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 | 20 | $6.00K | 0.00% | +1+5.3% | Added |
| Schubert & Co | 20 | $6.00K | 0.01% | +14+233.3% | Added |
| GHP Investment Advisors, Inc. | 24 | $7.00K | 0.00% | +14+140.0% | Added |
| FinTrust Capital Advisors, LLC | 27 | $7.00K | 0.00% | +27 | New |
| CVA Family Office, LLC | 30 | $8.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 32 | $9.00K | 0.00% | +8+33.3% | Added |
| Private Trust Co NA | 31 | $9.00K | 0.00% | +31 | New |
| Ronald Blue Trust, Inc. | 28 | $9.00K | 0.00% | +28 | New |
| TCI Wealth Advisors, Inc. | 35 | $10.0K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 34 | $10.0K | 0.00% | −1−2.9% | Reduced |
| Concord Wealth Partners | 35 | $10.0K | 0.00% | +3+9.4% | Added |
| Allworth Financial LP | 53 | $15.0K | 0.00% | +2+3.9% | Added |
| Raffa Wealth Management, LLC | 54 | $15.1K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 65 | $18.0K | 0.02% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 73 | $20.0K | 0.00% | +73 | New |
| Clear Street Markets LLC | 80 | $22.0K | 0.01% | +64+400.0% | Added |
| KB Financial Partners, LLC | 85 | $24.0K | 0.01% | +23+37.1% | Added |
| Larson Financial Group LLC | 90 | $25.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 102 | $28.0K | 0.00% | +12+13.3% | Added |
| First Horizon Advisors, Inc. | 113 | $31.0K | 0.00% | +47+71.2% | Added |
| CX Institutional | 114 | $32.0K | 0.00% | +114 | New |
| IFP Advisors, Inc | 211 | $34.0K | 0.00% | −18−7.9% | Reduced |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 120 | $34.0K | 0.05% | 00.0% | Unchanged |
| American Portfolios Advisors | 128 | $36.0K | 0.00% | +10+8.5% | Added |
| Heritage Wealth Advisors | 130 | $36.0K | 0.00% | +130 | New |
| Parkside Financial Bank & Trust | 142 | $40.0K | 0.01% | −1−0.7% | Reduced |
| Signaturefd, LLC | 141 | $40.0K | 0.00% | +39+38.2% | Added |
| Caldwell Trust Co | 144 | $40.4K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 150 | $42.0K | 0.01% | −1−0.7% | Reduced |
| GPS Wealth Strategies Group, LLC | 152 | $43.0K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 159 | $45.0K | 0.02% | 00.0% | Unchanged |
| State of Wyoming | 166 | $47.0K | 0.03% | +166 | New |
| Quadrant Capital Group LLC | 173 | $48.0K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 178 | $50.0K | 0.00% | −65−26.7% | Reduced |
| TD Ameritrade Investment Management, LLC | 200 | $56.0K | 0.00% | −137−40.7% | Reduced |
| First Financial Corp | 200 | $56.0K | 0.04% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 206 | $58.0K | 0.02% | +1+0.5% | Added |
| Addison Advisors LLC | 212 | $59.0K | 0.04% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 221 | $62.0K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 241 | $68.0K | 0.02% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 250 | $70.0K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 250 | $70.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 255 | $71.0K | 0.00% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 257 | $72.0K | 0.03% | −50−16.3% | Reduced |
| EverSource Wealth Advisors, LLC | 254 | $72.0K | 0.02% | +226+807.1% | Added |
| Prospera Financial Services Inc | 266 | $75.0K | 0.00% | −67−20.1% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 271 | $76.0K | 0.00% | −29,027−99.1% | Reduced |
| Zions Bancorporation, N.A. | 286 | $80.0K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 330 | $92.0K | 0.01% | +330 | New |
| US Asset Management LLC | 414 | $116.0K | 0.13% | +19+4.8% | Added |
| Swiss Life Asset Management Ltd | 419 | $117.8K | 0.00% | −7,389−94.6% | Reduced |
| Webster Bank, N. A. | 500 | $140.0K | 0.02% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 548 | $153.0K | 0.01% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 564 | $158.0K | 0.00% | −30−5.1% | Reduced |
| Rockefeller Capital Management L.P. | 582 | $162.0K | 0.00% | +324+125.6% | Added |
| Fifth Third Bancorp | 596 | $167.0K | 0.00% | +161+37.0% | Added |