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, Q3 2022
Institutional positions in Everest Group, Ltd. as of Sep 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
- 510
- −17 vs. Q2 2022
- Shares held
- 36.8M
- +465.0K (+1.3%) vs. Q2 2022
- Total value
- $9.66B
- −$575.3M (−5.6%) vs. Q2 2022
- New holders
- 45
- 192 more added
- Sold out
- 62
- 186 more reduced
5 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Everest Group, Ltd.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Manchester Capital Management LLC | 4 | $1.00K | 0.00% | −2−33.3% | Reduced |
| Ci Investments Inc. | 2 | $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 |
| Global Retirement Partners, LLC | 3 | $1.00K | 0.00% | +1+50.0% | Added |
| 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 |
| Siena Capital LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 4 | $1.00K | 0.00% | +4 | New |
| WR Wealth Planners, LLC | 5 | $1.31K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 7 | $2.00K | 0.00% | −6−46.2% | Reduced |
| Lindbrook Capital, LLC | 8 | $2.00K | 0.00% | −1−11.1% | Reduced |
| Newbridge Financial Services Group, Inc. | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 6 | $2.00K | 0.00% | −4−40.0% | Reduced |
| 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 |
| Horan Securities, Inc. | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 8 | $2.00K | 0.00% | +1+14.3% | Added |
| American National Bank | 6 | $2.00K | 0.00% | +6 | New |
| SJS Investment Consulting Inc. | 6 | $2.00K | 0.00% | +6 | New |
| TCI Wealth Advisors, Inc. | 11 | $3.00K | 0.00% | −24−68.6% | Reduced |
| Ten Capital Wealth Advisors, LLC | 13 | $3.00K | 0.00% | +13 | New |
| Plante Moran Financial Advisors, LLC | 15 | $4.00K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 14 | $4.00K | 0.00% | +2+16.7% | Added |
| Massmutual Trust Co FSB | 14 | $4.00K | 0.00% | +4+40.0% | Added |
| Raleigh Capital Management Inc. | 15 | $4.00K | 0.00% | +15 | New |
| JFS Wealth Advisors, LLC | 20 | $5.00K | 0.00% | −2−9.1% | Reduced |
| Cranbrook Wealth Management, LLC | 20 | $5.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 20 | $5.00K | 0.00% | +19+1,900.0% | Added |
| MV Capital Management, Inc. | 22 | $6.00K | 0.00% | +1+4.8% | Added |
| Glassman Wealth Services | 21 | $6.00K | 0.00% | +1+5.0% | Added |
| Pinnacle Bancorp, Inc. | 23 | $6.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 24 | $6.00K | 0.01% | +4+20.0% | Added |
| CVA Family Office, LLC | 25 | $7.00K | 0.00% | −5−16.7% | Reduced |
| Farmers & Merchants Investments Inc | 27 | $7.00K | 0.00% | +6+28.6% | Added |
| AdvisorNet Financial, Inc | 28 | $7.00K | 0.00% | +21+300.0% | Added |
| Stonebridge Capital Advisors LLC | 27 | $7.00K | 0.00% | +27 | New |
| Private Trust Co NA | 31 | $8.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 32 | $8.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 31 | $8.00K | 0.00% | +31 | New |
| Evoke Wealth, LLC | 34 | $9.00K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 41 | $11.0K | 0.00% | +17+70.8% | Added |
| Gradient Investments LLC | 41 | $11.0K | 0.00% | +41 | New |
| American Portfolios Advisors | 52 | $13.6K | 0.00% | −76−59.4% | Reduced |
| Zions Bancorporation, N.A. | 52 | $14.0K | 0.00% | −234−81.8% | Reduced |
| Riverview Trust Co | 55 | $14.0K | 0.01% | +55 | New |
| Raffa Wealth Management, LLC | 54 | $14.2K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 62 | $16.0K | 0.00% | +9+17.0% | Added |
| Caldwell Trust Co | 62 | $16.3K | 0.00% | −82−56.9% | Reduced |
| Piscataqua Savings Bank | 65 | $17.0K | 0.02% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 66 | $18.0K | 0.00% | +38+135.7% | Added |
| Fred Alger Management, LLC | 73 | $19.0K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 72 | $19.0K | 0.00% | +66+1,100.0% | Added |
| Heritage Wealth Advisors | 80 | $21.0K | 0.00% | −50−38.5% | Reduced |
| Pacer Advisors, Inc. | 81 | $21.0K | 0.00% | −999−92.5% | Reduced |
| First Horizon Advisors, Inc. | 88 | $22.0K | 0.00% | −25−22.1% | Reduced |
| KB Financial Partners, LLC | 85 | $22.0K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 82 | $22.0K | 0.00% | +82 | New |
| Larson Financial Group LLC | 91 | $24.0K | 0.00% | +1+1.1% | Added |
| FinTrust Capital Advisors, LLC | 94 | $26.0K | 0.01% | +67+248.1% | Added |
| Benjamin F. Edwards & Company, Inc. | 100 | $26.0K | 0.00% | +100 | New |
| Cambridge Trust Co | 102 | $27.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 114 | $30.0K | 0.01% | −140−55.1% | Reduced |
| Signaturefd, LLC | 117 | $31.0K | 0.00% | −24−17.0% | Reduced |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 120 | $31.0K | 0.42% | 00.0% | Unchanged |
| State of Wyoming | 124 | $33.0K | 0.02% | −42−25.3% | Reduced |
| Parkside Financial Bank & Trust | 136 | $36.0K | 0.01% | −6−4.2% | Reduced |
| IFP Advisors, Inc | 219 | $36.0K | 0.00% | +8+3.8% | Added |
| Heritage Wealth Management, LLC | 150 | $39.0K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 152 | $40.0K | 0.00% | −98−39.2% | Reduced |
| GPS Wealth Strategies Group, LLC | 152 | $40.0K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 159 | $42.0K | 0.02% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 180 | $47.0K | 0.01% | +7+4.0% | Added |
| First Financial Corp | 200 | $52.0K | 0.03% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 207 | $54.0K | 0.02% | +1+0.5% | Added |
| Addison Advisors LLC | 212 | $56.0K | 0.03% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 221 | $58.0K | 0.01% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 228 | $60.0K | 0.02% | +228 | New |
| Wipfli Financial Advisors LLC, | 232 | $61.0K | 0.00% | +232 | New |
| Versant Capital Management, Inc | 241 | $63.0K | 0.02% | 00.0% | Unchanged |
| Asset Dedication, LLC | 250 | $66.0K | 0.01% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 257 | $67.0K | 0.03% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 255 | $67.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 311 | $82.0K | 0.00% | +133+74.7% | Added |
| Fifth Third Bancorp | 450 | $118.0K | 0.00% | −146−24.5% | Reduced |
| Covestor Ltd | 457 | $120.0K | 0.11% | +454+15,133.3% | Added |
| Ameritas Investment Partners, Inc. | 485 | $127.0K | 0.01% | −63−11.5% | Reduced |
| DuPont Capital Management Corp | 488 | $128.0K | 0.01% | −3,154−86.6% | Reduced |
| Webster Bank, N. A. | 500 | $131.0K | 0.02% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 551 | $143.0K | 0.00% | −31−5.3% | Reduced |
| Quent Capital, LLC | 618 | $162.0K | 0.03% | 00.0% | Unchanged |
| Smithfield Trust Co | 630 | $165.0K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 654 | $172.0K | 0.00% | +9+1.4% | Added |
| Edmond de Rothschild Holding S.A. | 684 | $180.0K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 725 | $190.0K | 0.01% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 730 | $191.0K | 0.02% | −6−0.8% | Reduced |
| Vantage Consulting Group Inc | 771 | $202.0K | 0.12% | +34+4.6% | Added |
| Syntax Advisors, LLC | 771 | $202.0K | 0.17% | +34+4.6% | Added |