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 |
|---|---|---|---|---|---|
| Geode Capital Management, LLC | 808,862 | $212.0M | 0.03% | +24,277+3.1% | Added |
| Altrinsic Global Advisors LLC | 846,516 | $222.2M | 10.23% | +53,195+6.7% | Added |
| Massachusetts Financial Services Co | 1,063,314 | $279.1M | 0.10% | +4440.0% | Added |
| Victory Capital Management Inc | 1,188,259 | $311.8M | 0.36% | +276,457+30.3% | Added |
| Champlain Investment Partners, LLC | 1,238,860 | $325.1M | 2.22% | +22,175+1.8% | Added |
| Franklin Resources Inc | 1,740,954 | $456.9M | 0.25% | +90,128+5.5% | Added |
| State Street Corp | 1,883,542 | $494.3M | 0.03% | +9,863+0.5% | Added |
| Boston Partners | 2,587,523 | $681.9M | 1.00% | +181,309+7.5% | Added |
| BlackRock Inc. | 2,811,152 | $737.8M | 0.03% | +8,589+0.3% | Added |
| Vanguard Group Inc | 4,906,545 | $1.29B | 0.04% | +55,341+1.1% | Added |
| Capital International Investors | 0 | $0 | 0.00% | −548,156−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −36,205−100.0% | Sold out |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −19,823−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −17,028−100.0% | Sold out |
| Putnam Investments LLC | 0 | $0 | 0.00% | −13,093−100.0% | Sold out |
| Integrated Advisors Network LLC | 0 | $0 | 0.00% | −12,352−100.0% | Sold out |
| Dakota Wealth Management | 0 | $0 | 0.00% | −9,339−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −8,509−100.0% | Sold out |
| Forsta Ap-Fonden | 0 | $0 | 0.00% | −5,700−100.0% | Sold out |
| Coombe, Bender & Co LLC | 0 | $0 | 0.00% | −5,284−100.0% | Sold out |
| Janus Henderson Group PLC | 0 | $0 | 0.00% | −5,074−100.0% | Sold out |
| WBI Investments | 0 | $0 | 0.00% | −4,159−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −4,018−100.0% | Sold out |
| Capital International Ltd | 0 | $0 | 0.00% | −3,767−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −3,405−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −2,845−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −2,622−100.0% | Sold out |
| Capital International Inc | 0 | $0 | 0.00% | −2,563−100.0% | Sold out |
| Pacitti Group Inc. | 0 | $0 | 0.00% | −2,423−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −2,374−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −2,346−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −2,227−100.0% | Sold out |
| Capital International Sarl | 0 | $0 | 0.00% | −2,155−100.0% | Sold out |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −2,130−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | 0 | $0 | 0.00% | −2,004−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −1,932−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −1,916−100.0% | Sold out |
| Jefferies Group LLC | 0 | $0 | 0.00% | −1,858−100.0% | Sold out |
| Natixis Investment Managers International | 0 | $0 | 0.00% | −1,561−100.0% | Sold out |
| River & Mercantile Investments Ltd | 0 | $0 | 0.00% | −1,460−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −1,300−100.0% | Sold out |
| Greenhouse Funds LLLP | 0 | $0 | 0.00% | −1,257−100.0% | Sold out |
| Quantinno Capital Management LP | 0 | $0 | 0.00% | −1,208−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −1,022−100.0% | Sold out |
| Mutual Advisors, LLC | 0 | $0 | 0.00% | −937−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −911−100.0% | Sold out |
| Wealthfront Advisers LLC | 0 | $0 | 0.00% | −879−100.0% | Sold out |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −826−100.0% | Sold out |
| Stanley-Laman Group, Ltd. | 0 | $0 | 0.00% | −812−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −777−100.0% | Sold out |
| Paragon Capital Management Ltd | 0 | $0 | 0.00% | −760−100.0% | Sold out |
| E&G Advisors, LP | 0 | $0 | 0.00% | −760−100.0% | Sold out |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −564−100.0% | Sold out |
| Swiss Life Asset Management Ltd | 0 | $0 | 0.00% | −419−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −330−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −271−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −266−100.0% | Sold out |
| TD Ameritrade Investment Management, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| CX Institutional | 0 | $0 | 0.00% | −114−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −80−100.0% | Sold out |
| Concord Wealth Partners | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| GW&K Investment Management, LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Steward Financial Group LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Northern Oak Wealth Management Inc | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Sargent Bickham Lagudis LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| First Bank & Trust | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Total Clarity Wealth Management, Inc. | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Morton Brown Family Wealth, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Sutton Wealth Advisors Inc. | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Lee Financial Co | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Private Ocean, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Advisor Partners LLC | – | – | – | – | Not filed |
| Intersect Capital LLC | – | – | – | – | Not filed |
| US Asset Management LLC | – | – | – | – | Not filed |
| Private Capital Group, LLC | – | – | – | – | Not filed |
| Fieldpoint Private Securities, LLC | – | – | – | – | Not filed |