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 |
|---|---|---|---|---|---|
| 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 |
| Cetera Investment Advisers | 905 | $254.0K | 0.00% | +92+11.3% | Added |
| Versor Investments LP | 900 | $252.0K | 0.01% | −300−25.0% | Reduced |
| Pitcairn Co | 895 | $251.0K | 0.03% | −18−2.0% | Reduced |
| First Hawaiian Bank | 896 | $251.0K | 0.01% | +13+1.5% | Added |
| Clarius Group, LLC | 886 | $248.0K | 0.02% | +20+2.3% | Added |
| Wealthfront Advisers LLC | 879 | $246.0K | 0.00% | +155+21.4% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 871 | $244.0K | 0.00% | −958−52.4% | Reduced |
| Klingenstein Fields & Co LP | 850 | $238.0K | 0.01% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 831 | $233.0K | 0.04% | −58−6.5% | Reduced |
| 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 |
| Stanley-Laman Group, Ltd. | 812 | $228.0K | 0.04% | +812 | New |
| Intersect Capital LLC | 811 | $227.0K | 0.07% | −25−3.0% | Reduced |
| Fulton Bank, N.A. | 799 | $224.0K | 0.01% | +799 | New |
| Stevens Capital Management LP | 777 | $218.0K | 0.15% | +777 | New |
| Wolverine Trading, LLC | 779 | $217.0K | 0.01% | +779 | New |
| E&G Advisors, LP | 760 | $213.0K | 0.07% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 760 | $213.0K | 0.06% | +760 | New |
| Independent Solutions Wealth Management, LLC | 757 | $212.2K | 0.07% | +757 | 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 |
| Desjardins Global Asset Management Inc. | 736 | $206.0K | 0.03% | +93+14.5% | Added |
| Symmetry Partners, LLC | 736 | $206.0K | 0.01% | +736 | New |
| Walleye Trading LLC | 729 | $204.0K | 0.00% | −1,126−60.7% | Reduced |
| Ancora Advisors, LLC | 725 | $203.0K | 0.01% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 684 | $192.0K | 0.00% | +684 | New |
| Central Trust Co | 681 | $191.0K | 0.01% | +83+13.9% | Added |
| Northwestern Mutual Wealth Management Co | 645 | $181.0K | 0.00% | −2,138−76.8% | Reduced |
| Smithfield Trust Co | 630 | $177.0K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 618 | $173.0K | 0.04% | +1+0.2% | Added |
| Fifth Third Bancorp | 596 | $167.0K | 0.00% | +161+37.0% | Added |
| Rockefeller Capital Management L.P. | 582 | $162.0K | 0.00% | +324+125.6% | Added |
| CIBC Private Wealth Group, LLC | 564 | $158.0K | 0.00% | −30−5.1% | Reduced |
| Ameritas Investment Partners, Inc. | 548 | $153.0K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 500 | $140.0K | 0.02% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 419 | $117.8K | 0.00% | −7,389−94.6% | Reduced |
| US Asset Management LLC | 414 | $116.0K | 0.13% | +19+4.8% | Added |
| CoreCap Advisors, LLC | 330 | $92.0K | 0.01% | +330 | New |
| Zions Bancorporation, N.A. | 286 | $80.0K | 0.01% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 271 | $76.0K | 0.00% | −29,027−99.1% | Reduced |
| Prospera Financial Services Inc | 266 | $75.0K | 0.00% | −67−20.1% | Reduced |
| 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 |
| Whittier Trust Co of Nevada Inc | 255 | $71.0K | 0.00% | 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 |
| Versant Capital Management, Inc | 241 | $68.0K | 0.02% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 221 | $62.0K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 212 | $59.0K | 0.04% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 206 | $58.0K | 0.02% | +1+0.5% | Added |
| 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 |
| Parallel Advisors, LLC | 178 | $50.0K | 0.00% | −65−26.7% | Reduced |
| Quadrant Capital Group LLC | 173 | $48.0K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 166 | $47.0K | 0.03% | +166 | New |
| Key Financial Inc | 159 | $45.0K | 0.02% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 152 | $43.0K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 150 | $42.0K | 0.01% | −1−0.7% | Reduced |
| Caldwell Trust Co | 144 | $40.4K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 142 | $40.0K | 0.01% | −1−0.7% | Reduced |
| Signaturefd, LLC | 141 | $40.0K | 0.00% | +39+38.2% | Added |
| Heritage Wealth Advisors | 130 | $36.0K | 0.00% | +130 | New |
| American Portfolios Advisors | 128 | $36.0K | 0.00% | +10+8.5% | Added |
| 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 |
| CX Institutional | 114 | $32.0K | 0.00% | +114 | New |
| First Horizon Advisors, Inc. | 113 | $31.0K | 0.00% | +47+71.2% | Added |
| Cambridge Trust Co | 102 | $28.0K | 0.00% | +12+13.3% | Added |
| Larson Financial Group LLC | 90 | $25.0K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 85 | $24.0K | 0.01% | +23+37.1% | Added |
| Clear Street Markets LLC | 80 | $22.0K | 0.01% | +64+400.0% | Added |
| Fred Alger Management, LLC | 73 | $20.0K | 0.00% | +73 | New |
| Piscataqua Savings Bank | 65 | $18.0K | 0.02% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 54 | $15.1K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 53 | $15.0K | 0.00% | +2+3.9% | Added |
| 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 |
| 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 |
| CVA Family Office, LLC | 30 | $8.00K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 24 | $7.00K | 0.00% | +14+140.0% | Added |
| FinTrust Capital Advisors, LLC | 27 | $7.00K | 0.00% | +27 | New |
| 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 |
| 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 |
| 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 |