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 |
|---|---|---|---|---|---|
| Quent Capital, LLC | 618 | $173.0K | 0.04% | +1+0.2% | Added |
| Smithfield Trust Co | 630 | $177.0K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 645 | $181.0K | 0.00% | −2,138−76.8% | Reduced |
| Central Trust Co | 681 | $191.0K | 0.01% | +83+13.9% | Added |
| Edmond de Rothschild Holding S.A. | 684 | $192.0K | 0.00% | +684 | New |
| Ancora Advisors, LLC | 725 | $203.0K | 0.01% | 00.0% | Unchanged |
| Walleye Trading LLC | 729 | $204.0K | 0.00% | −1,126−60.7% | Reduced |
| Desjardins Global Asset Management Inc. | 736 | $206.0K | 0.03% | +93+14.5% | Added |
| Symmetry Partners, LLC | 736 | $206.0K | 0.01% | +736 | New |
| Vantage Consulting Group Inc | 737 | $207.0K | 0.12% | +19+2.6% | Added |
| Syntax Advisors, LLC | 737 | $207.0K | 0.17% | +19+2.6% | Added |
| Independent Solutions Wealth Management, LLC | 757 | $212.2K | 0.07% | +757 | New |
| E&G Advisors, LP | 760 | $213.0K | 0.07% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 760 | $213.0K | 0.06% | +760 | New |
| Wolverine Trading, LLC | 779 | $217.0K | 0.01% | +779 | New |
| Stevens Capital Management LP | 777 | $218.0K | 0.15% | +777 | New |
| Fulton Bank, N.A. | 799 | $224.0K | 0.01% | +799 | New |
| Intersect Capital LLC | 811 | $227.0K | 0.07% | −25−3.0% | Reduced |
| Stanley-Laman Group, Ltd. | 812 | $228.0K | 0.04% | +812 | New |
| Avantax Advisory Services, Inc. | 829 | $232.0K | 0.00% | −400−32.5% | Reduced |
| CIBC World Markets Inc. | 826 | $232.0K | 0.00% | −79−8.7% | Reduced |
| Essex Investment Management Co LLC | 831 | $233.0K | 0.04% | −58−6.5% | Reduced |
| Klingenstein Fields & Co LP | 850 | $238.0K | 0.01% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 871 | $244.0K | 0.00% | −958−52.4% | Reduced |
| Wealthfront Advisers LLC | 879 | $246.0K | 0.00% | +155+21.4% | Added |
| Clarius Group, LLC | 886 | $248.0K | 0.02% | +20+2.3% | Added |
| Pitcairn Co | 895 | $251.0K | 0.03% | −18−2.0% | Reduced |
| First Hawaiian Bank | 896 | $251.0K | 0.01% | +13+1.5% | Added |
| Versor Investments LP | 900 | $252.0K | 0.01% | −300−25.0% | Reduced |
| Cetera Investment Advisers | 905 | $254.0K | 0.00% | +92+11.3% | Added |
| GW Henssler & Associates Ltd | 909 | $255.0K | 0.02% | −401−30.6% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 911 | $255.0K | 0.03% | +911 | New |
| Bessemer Group Inc | 942 | $263.0K | 0.00% | −5−0.5% | Reduced |
| Mutual Advisors, LLC | 937 | $263.0K | 0.02% | +937 | New |
| Mount Yale Investment Advisors, LLC | 963 | $270.0K | 0.03% | +963 | New |
| Federation des caisses Desjardins du Quebec | 967 | $271.0K | 0.00% | +542+127.5% | Added |
| KCM Investment Advisors LLC | 1,016 | $285.0K | 0.01% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 1,022 | $286.0K | 0.00% | +1,022 | New |
| Chesley Taft & Associates LLC | 1,025 | $287.0K | 0.02% | −65−6.0% | Reduced |
| Thomas White International Ltd | 1,040 | $291.0K | 0.06% | 00.0% | Unchanged |
| Forum Financial Management, LP | 1,062 | $298.0K | 0.02% | +154+17.0% | Added |
| Transatlantique Private Wealth LLC | 1,065 | $299.0K | 0.21% | +1,065 | New |
| Pacer Advisors, Inc. | 1,080 | $303.0K | 0.00% | −2,215−67.2% | Reduced |
| Banque Cantonale Vaudoise | 1,085 | $304.0K | 0.02% | +600+123.7% | Added |
| Northstar Advisory Group, LLC | 1,094 | $307.0K | 0.23% | +1,094 | New |
| HM Payson & Co | 1,100 | $308.0K | 0.01% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 1,100 | $308.0K | 0.07% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 1,100 | $309.0K | 0.02% | +6+0.5% | Added |
| Stephens Inc | 1,105 | $310.0K | 0.01% | −138−11.1% | Reduced |
| Simplex Trading, LLC | 1,115 | $312.0K | 0.01% | −701−38.6% | Reduced |
| ExodusPoint Capital Management, LP | 1,128 | $316.0K | 0.00% | −4,636−80.4% | Reduced |
| Zeke Capital Advisors, LLC | 1,148 | $321.0K | 0.02% | 00.0% | Unchanged |
| Trail Ridge Investment Advisors, LLC | 1,171 | $328.0K | 0.22% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 1,264 | $330.0K | 0.03% | +68+5.7% | Added |
| Erste Asset Management GmbH | 1,200 | $334.2K | 0.01% | −300−20.0% | Reduced |
| Gofen & Glossberg LLC | 1,200 | $336.0K | 0.01% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 1,199 | $336.0K | 0.03% | +288+31.6% | Added |
| Ethic Inc. | 1,201 | $337.0K | 0.02% | +469+64.1% | Added |
| Horizon Investments, LLC | 1,205 | $338.0K | 0.01% | −506−29.6% | Reduced |
| Quantinno Capital Management LP | 1,208 | $339.0K | 0.05% | +56+4.9% | Added |
| D.A. Davidson & Co. | 1,220 | $342.0K | 0.00% | −124−9.2% | Reduced |
| Unison Advisors LLC | 1,225 | $343.0K | 0.09% | +6+0.5% | Added |
| Vident Investment Advisory, LLC | 1,244 | $349.0K | 0.01% | −2,547−67.2% | Reduced |
| Hancock Whitney Corp | 1,249 | $350.0K | 0.01% | −123−9.0% | Reduced |
| Greenhouse Funds LLLP | 1,257 | $352.0K | 0.04% | 00.0% | Unchanged |
| M&T Bank Corp | 1,948 | $352.0K | 0.00% | +786+67.6% | Added |
| Centaurus Financial, Inc. | 1,259 | $353.0K | 0.03% | +106+9.2% | Added |
| Traynor Capital Management, Inc. | 1,278 | $358.0K | 0.06% | −70−5.2% | Reduced |
| Wedge Capital Management L L P | 1,286 | $360.0K | 0.01% | −10−0.8% | Reduced |
| Two Sigma Advisers, LP | 1,300 | $364.0K | 0.00% | −6,400−83.1% | Reduced |
| Atlas Private Wealth Management | 1,300 | $364.0K | 0.25% | −899−40.9% | Reduced |
| Walleye Capital LLC | 1,298 | $364.0K | 0.01% | +1,298 | New |
| Baird Financial Group, Inc. | 1,317 | $369.0K | 0.00% | +16+1.2% | Added |
| Atlas Capital Advisors LLC | 1,348 | $377.8K | 0.06% | +1,348 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 1,347 | $378.0K | 0.03% | +185+15.9% | Added |
| Prelude Capital Management, LLC | 1,395 | $391.0K | 0.02% | +1,395 | New |
| American Trust | 1,406 | $394.0K | 0.03% | +583+70.8% | Added |
| TD Private Client Wealth LLC | 1,415 | $396.6K | 0.02% | +329+30.3% | Added |
| Raymond James Trust N.A. | 1,437 | $403.0K | 0.01% | −110−7.1% | Reduced |
| Rowland & Co Investment Counsel | 1,445 | $405.0K | 0.10% | +50+3.6% | Added |
| National Bank of Canada | 1,456 | $408.0K | 0.00% | +13+0.9% | Added |
| River & Mercantile Investments Ltd | 1,460 | $409.0K | 0.12% | +1,460 | New |
| Avidian Wealth Solutions, LLC | 1,479 | $415.0K | 0.03% | −89−5.7% | Reduced |
| Aull & Monroe Investment Management Corp | 1,500 | $420.0K | 0.21% | 00.0% | Unchanged |
| Harbor Advisors LLC | 1,500 | $420.0K | 0.10% | 00.0% | Unchanged |
| Lingohr & Partner Asset Management GmbH | 1,662 | $434.0K | 1.16% | 00.0% | Unchanged |
| Natixis Investment Managers International | 1,561 | $437.0K | 0.01% | +150+10.6% | Added |
| Vestmark Advisory Solutions, Inc. | 1,644 | $461.0K | 0.03% | +59+3.7% | Added |
| Redpoint Investment Management Pty Ltd | 1,652 | $463.0K | 0.06% | +387+30.6% | Added |
| Thrivent Financial for Lutherans | 1,674 | $469.0K | 0.00% | +9+0.5% | Added |
| Seelaus Asset Management LLC | 1,707 | $478.0K | 0.35% | +195+12.9% | Added |
| Canvas Wealth Advisors, LLC | 1,722 | $483.0K | 0.19% | −2,214−56.3% | Reduced |
| Commerce Bank | 1,755 | $492.0K | 0.00% | +35+2.0% | Added |
| Huntington National Bank | 1,802 | $505.0K | 0.01% | +29+1.6% | Added |
| Banque Pictet & Cie SA | 1,835 | $514.0K | 0.01% | +447+32.2% | Added |
| Bartlett & Co. Wealth Management LLC | 1,855 | $519.9K | 0.01% | −12−0.6% | Reduced |
| Bartlett & Co. LLC | 1,855 | $520.0K | 0.01% | −12−0.6% | Reduced |
| Jefferies Group LLC | 1,858 | $520.8K | 0.01% | +1,858 | New |
| Measured Wealth Private Client Group, LLC | 1,884 | $528.0K | 0.23% | +906+92.6% | Added |
| Machina Capital S.A.S. | 1,891 | $530.0K | 1.19% | +1,891 | New |