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 |
|---|---|---|---|---|---|
| Bridgefront Capital, LLC | 786 | $206.0K | 0.21% | +786 | New |
| Bessemer Group Inc | 798 | $209.0K | 0.00% | −144−15.3% | Reduced |
| Engineers Gate Manager LP | 805 | $211.0K | 0.01% | −1,217−60.2% | Reduced |
| Fulton Bank, N.A. | 804 | $211.0K | 0.01% | +5+0.6% | Added |
| Mather Group, LLC. | 806 | $212.0K | 0.00% | +806 | New |
| MML Investors Services, LLC | 814 | $214.0K | 0.00% | +814 | New |
| Essex Investment Management Co LLC | 831 | $218.0K | 0.03% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 829 | $218.0K | 0.00% | 00.0% | Unchanged |
| Klingenstein Fields & Co LP | 850 | $223.0K | 0.01% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 864 | $227.0K | 0.00% | −7−0.8% | Reduced |
| Advisory Services Network, LLC | 872 | $229.0K | 0.01% | +872 | New |
| Cetera Investment Advisers | 878 | $230.0K | 0.00% | −27−3.0% | Reduced |
| Versor Investments LP | 900 | $236.0K | 0.01% | 00.0% | Unchanged |
| First Hawaiian Bank | 897 | $236.0K | 0.01% | +1+0.1% | Added |
| GW Henssler & Associates Ltd | 902 | $237.0K | 0.02% | −7−0.8% | Reduced |
| Clarius Group, LLC | 908 | $238.0K | 0.02% | +22+2.5% | Added |
| Pitcairn Co | 916 | $240.0K | 0.03% | +21+2.3% | Added |
| Forum Financial Management, LP | 926 | $243.0K | 0.01% | −136−12.8% | Reduced |
| Ieq Capital, LLC | 931 | $244.0K | 0.01% | +931 | New |
| Symmetry Partners, LLC | 940 | $247.0K | 0.02% | +204+27.7% | Added |
| Central Trust Co | 952 | $250.0K | 0.01% | +271+39.8% | Added |
| Gsa Capital Partners LLP | 952 | $250.0K | 0.03% | +952 | New |
| Federation des caisses Desjardins du Quebec | 967 | $253.8K | 0.00% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 969 | $254.0K | 0.03% | +6+0.6% | Added |
| MAI Capital Management | 984 | $258.0K | 0.00% | +984 | New |
| Zeke Capital Advisors, LLC | 1,014 | $266.0K | 0.02% | −134−11.7% | Reduced |
| KCM Investment Advisors LLC | 1,016 | $267.0K | 0.01% | 00.0% | Unchanged |
| Chesley Taft & Associates LLC | 1,025 | $269.0K | 0.02% | 00.0% | Unchanged |
| Thomas White International Ltd | 1,040 | $273.0K | 0.06% | 00.0% | Unchanged |
| Independent Solutions Wealth Management, LLC | 1,044 | $274.0K | 0.09% | +287+37.9% | Added |
| Moors & Cabot, Inc. | 1,050 | $276.0K | 0.02% | +1,050 | New |
| Meeder Asset Management Inc | 1,066 | $280.0K | 0.02% | −34−3.1% | Reduced |
| Banque Cantonale Vaudoise | 1,085 | $284.0K | 0.02% | 00.0% | Unchanged |
| Northstar Advisory Group, LLC | 1,094 | $287.0K | 0.26% | 00.0% | Unchanged |
| HM Payson & Co | 1,100 | $289.0K | 0.01% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 1,100 | $289.0K | 0.13% | 00.0% | Unchanged |
| Stephens Inc | 1,104 | $290.0K | 0.01% | −1−0.1% | Reduced |
| Atlas Capital Advisors LLC | 1,107 | $290.5K | 0.05% | −241−17.9% | Reduced |
| Schechter Investment Advisors, LLC | 1,112 | $292.0K | 0.03% | −87−7.3% | Reduced |
| Centaurus Financial, Inc. | 1,128 | $296.0K | 0.03% | −131−10.4% | Reduced |
| Gofen & Glossberg LLC | 1,150 | $302.0K | 0.01% | −50−4.2% | Reduced |
| Redpoint Investment Management Pty Ltd | 1,201 | $315.0K | 0.05% | −451−27.3% | Reduced |
| Baird Financial Group, Inc. | 1,211 | $318.0K | 0.00% | −106−8.0% | Reduced |
| Erste Asset Management GmbH | 1,200 | $321.0K | 0.01% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 1,241 | $324.0K | 0.01% | −3−0.2% | Reduced |
| Traynor Capital Management, Inc. | 1,278 | $335.0K | 0.06% | 00.0% | Unchanged |
| Algert Global LLC | 1,290 | $339.0K | 0.02% | +1,290 | New |
| Atlas Private Wealth Management | 1,300 | $341.0K | 0.25% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 1,300 | $341.0K | 0.04% | +36+2.8% | Added |
| Ethic Inc. | 1,304 | $342.0K | 0.02% | +103+8.6% | Added |
| Prudential PLC | 1,307 | $343.0K | 0.01% | −905−40.9% | Reduced |
| D.A. Davidson & Co. | 1,308 | $343.0K | 0.00% | +88+7.2% | Added |
| Transatlantique Private Wealth LLC | 1,307 | $343.0K | 0.23% | +242+22.7% | Added |
| Hancock Whitney Corp | 1,339 | $351.0K | 0.02% | +90+7.2% | Added |
| American Trust | 1,361 | $357.0K | 0.03% | −45−3.2% | Reduced |
| Raymond James Trust N.A. | 1,384 | $363.0K | 0.01% | −53−3.7% | Reduced |
| Avidian Wealth Solutions, LLC | 1,401 | $368.0K | 0.03% | −78−5.3% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 1,412 | $371.0K | 0.03% | +65+4.8% | Added |
| TD Private Client Wealth LLC | 1,435 | $376.6K | 0.02% | +20+1.4% | Added |
| Rowland & Co Investment Counsel | 1,445 | $379.2K | 0.10% | 00.0% | Unchanged |
| Wedge Capital Management L L P | 1,480 | $388.0K | 0.01% | +194+15.1% | Added |
| Horizon Investments, LLC | 1,492 | $392.0K | 0.01% | +287+23.8% | Added |
| Aull & Monroe Investment Management Corp | 1,500 | $394.0K | 0.22% | 00.0% | Unchanged |
| Harbor Advisors LLC | 1,500 | $394.0K | 0.11% | 00.0% | Unchanged |
| Echo Street Capital Management LLC | 1,563 | $410.0K | 0.00% | +1,563 | New |
| Park Avenue Securities LLC | 1,580 | $415.0K | 0.01% | +1,580 | New |
| Vestmark Advisory Solutions, Inc. | 1,596 | $419.0K | 0.02% | −48−2.9% | Reduced |
| SRB Corp | 1,598 | $420.0K | 0.03% | −4,045−71.7% | Reduced |
| Unison Advisors LLC | 1,604 | $421.0K | 0.08% | +379+30.9% | Added |
| Huntington National Bank | 1,622 | $425.0K | 0.00% | −180−10.0% | Reduced |
| Measured Wealth Private Client Group, LLC | 1,625 | $426.0K | 0.19% | −259−13.7% | Reduced |
| Caisse de Depot Et Placement du Quebec | 1,649 | $433.0K | 0.00% | −519−23.9% | Reduced |
| Machina Capital S.A.S. | 1,656 | $435.0K | 0.92% | −235−12.4% | Reduced |
| Commerce Bank | 1,660 | $435.0K | 0.00% | −95−5.4% | Reduced |
| Trail Ridge Investment Advisors, LLC | 1,416 | $437.0K | 0.29% | +245+20.9% | Added |
| Wolverine Trading, LLC | 1,643 | $440.0K | 0.02% | +864+110.9% | Added |
| Thrivent Financial for Lutherans | 1,681 | $441.0K | 0.00% | +7+0.4% | Added |
| CPWM, LLC | 1,686 | $442.0K | 0.04% | −2,109−55.6% | Reduced |
| Qtron Investments LLC | 1,771 | $465.0K | 0.12% | −734−29.3% | Reduced |
| Seelaus Asset Management LLC | 1,777 | $466.0K | 0.37% | +70+4.1% | Added |
| Moreno Evelyn V | 1,800 | $472.0K | 0.21% | −120−6.3% | Reduced |
| Trexquant Investment LP | 1,807 | $474.0K | 0.02% | −1,825−50.2% | Reduced |
| Canvas Wealth Advisors, LLC | 1,717 | $483.0K | 0.21% | −5−0.3% | Reduced |
| Bartlett & Co. Wealth Management LLC | 1,855 | $486.8K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 1,855 | $487.0K | 0.01% | 00.0% | Unchanged |
| Brookstone Capital Management | 1,891 | $493.0K | 0.01% | +1,891 | New |
| Achmea Investment Management B.V. | 1,907 | $501.0K | 0.02% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 2,000 | $525.0K | 0.03% | −200−9.1% | Reduced |
| Janney Montgomery Scott LLC | 2,002 | $526.0K | 0.00% | −50−2.4% | Reduced |
| Mackenzie Financial Corp | 2,029 | $532.0K | 0.00% | −180−8.1% | Reduced |
| Lingohr & Partner Asset Management GmbH | 1,662 | $536.0K | 1.47% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 2,050 | $538.0K | 0.05% | 00.0% | Unchanged |
| Ergoteles LLC | 2,083 | $547.0K | 0.02% | +2,083 | New |
| Bank of Stockton | 2,121 | $557.0K | 0.22% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 2,205 | $579.0K | 0.00% | −424−16.1% | Reduced |
| Cantor Fitzgerald, L. P. | 2,227 | $584.0K | 0.01% | −30−1.3% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 2,243 | $589.0K | 0.02% | +2,243 | New |
| Strategy Asset Managers LLC | 2,256 | $592.0K | 0.16% | +2,256 | New |
| Summit Wealth & Retirement Planning, Inc. | 2,291 | $601.0K | 0.24% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 2,289 | $601.0K | 0.01% | +2,289 | New |