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 |
|---|---|---|---|---|---|
| Daiwa Securities Group Inc. | 2,544 | $668.0K | 0.01% | +55+2.2% | Added |
| O'Shaughnessy Asset Management, LLC | 2,514 | $660.0K | 0.01% | +324+14.8% | Added |
| Louisiana State Employees Retirement System | 2,500 | $656.0K | 0.02% | 00.0% | Unchanged |
| Norinchukin Bank, The | 2,490 | $653.0K | 0.01% | +312+14.3% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 2,486 | $652.0K | 0.01% | +25+1.0% | Added |
| Citadel Investment Advisory, Inc. | 2,450 | $643.0K | 0.49% | +50+2.1% | Added |
| Toroso Investments, LLC | 2,397 | $629.0K | 0.03% | +36+1.5% | Added |
| Americana Partners, LLC | 2,369 | $621.0K | 0.11% | −98−4.0% | Reduced |
| Metropolitan Life Insurance Co | 2,347 | $615.9K | 0.03% | −29−1.2% | Reduced |
| Pendal Group Limited | 2,345 | $615.0K | 0.01% | −1,257−34.9% | Reduced |
| 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 |
| Strategy Asset Managers LLC | 2,256 | $592.0K | 0.16% | +2,256 | New |
| Weiss Multi-Strategy Advisers LLC | 2,243 | $589.0K | 0.02% | +2,243 | New |
| Cantor Fitzgerald, L. P. | 2,227 | $584.0K | 0.01% | −30−1.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 2,205 | $579.0K | 0.00% | −424−16.1% | Reduced |
| Bank of Stockton | 2,121 | $557.0K | 0.22% | 00.0% | Unchanged |
| Ergoteles LLC | 2,083 | $547.0K | 0.02% | +2,083 | New |
| Hillsdale Investment Management Inc. | 2,050 | $538.0K | 0.05% | 00.0% | Unchanged |
| Lingohr & Partner Asset Management GmbH | 1,662 | $536.0K | 1.47% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 2,029 | $532.0K | 0.00% | −180−8.1% | Reduced |
| Janney Montgomery Scott LLC | 2,002 | $526.0K | 0.00% | −50−2.4% | Reduced |
| New Mexico Educational Retirement Board | 2,000 | $525.0K | 0.03% | −200−9.1% | Reduced |
| Achmea Investment Management B.V. | 1,907 | $501.0K | 0.02% | 00.0% | Unchanged |
| Brookstone Capital Management | 1,891 | $493.0K | 0.01% | +1,891 | New |
| Bartlett & Co. LLC | 1,855 | $487.0K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,855 | $486.8K | 0.01% | 00.0% | Unchanged |
| Canvas Wealth Advisors, LLC | 1,717 | $483.0K | 0.21% | −5−0.3% | Reduced |
| Trexquant Investment LP | 1,807 | $474.0K | 0.02% | −1,825−50.2% | Reduced |
| Moreno Evelyn V | 1,800 | $472.0K | 0.21% | −120−6.3% | Reduced |
| Seelaus Asset Management LLC | 1,777 | $466.0K | 0.37% | +70+4.1% | Added |
| Qtron Investments LLC | 1,771 | $465.0K | 0.12% | −734−29.3% | Reduced |
| CPWM, LLC | 1,686 | $442.0K | 0.04% | −2,109−55.6% | Reduced |
| Thrivent Financial for Lutherans | 1,681 | $441.0K | 0.00% | +7+0.4% | Added |
| Wolverine Trading, LLC | 1,643 | $440.0K | 0.02% | +864+110.9% | Added |
| Trail Ridge Investment Advisors, LLC | 1,416 | $437.0K | 0.29% | +245+20.9% | Added |
| 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 |
| Caisse de Depot Et Placement du Quebec | 1,649 | $433.0K | 0.00% | −519−23.9% | Reduced |
| Measured Wealth Private Client Group, LLC | 1,625 | $426.0K | 0.19% | −259−13.7% | Reduced |
| Huntington National Bank | 1,622 | $425.0K | 0.00% | −180−10.0% | Reduced |
| Unison Advisors LLC | 1,604 | $421.0K | 0.08% | +379+30.9% | Added |
| SRB Corp | 1,598 | $420.0K | 0.03% | −4,045−71.7% | Reduced |
| Vestmark Advisory Solutions, Inc. | 1,596 | $419.0K | 0.02% | −48−2.9% | Reduced |
| Park Avenue Securities LLC | 1,580 | $415.0K | 0.01% | +1,580 | New |
| Echo Street Capital Management LLC | 1,563 | $410.0K | 0.00% | +1,563 | New |
| 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 |
| Horizon Investments, LLC | 1,492 | $392.0K | 0.01% | +287+23.8% | Added |
| Wedge Capital Management L L P | 1,480 | $388.0K | 0.01% | +194+15.1% | Added |
| Rowland & Co Investment Counsel | 1,445 | $379.2K | 0.10% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,435 | $376.6K | 0.02% | +20+1.4% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 1,412 | $371.0K | 0.03% | +65+4.8% | Added |
| Avidian Wealth Solutions, LLC | 1,401 | $368.0K | 0.03% | −78−5.3% | Reduced |
| Raymond James Trust N.A. | 1,384 | $363.0K | 0.01% | −53−3.7% | Reduced |
| American Trust | 1,361 | $357.0K | 0.03% | −45−3.2% | Reduced |
| Hancock Whitney Corp | 1,339 | $351.0K | 0.02% | +90+7.2% | 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 |
| Ethic Inc. | 1,304 | $342.0K | 0.02% | +103+8.6% | Added |
| 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 |
| Algert Global LLC | 1,290 | $339.0K | 0.02% | +1,290 | New |
| Traynor Capital Management, Inc. | 1,278 | $335.0K | 0.06% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 1,241 | $324.0K | 0.01% | −3−0.2% | Reduced |
| Erste Asset Management GmbH | 1,200 | $321.0K | 0.01% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 1,211 | $318.0K | 0.00% | −106−8.0% | Reduced |
| Redpoint Investment Management Pty Ltd | 1,201 | $315.0K | 0.05% | −451−27.3% | Reduced |
| Gofen & Glossberg LLC | 1,150 | $302.0K | 0.01% | −50−4.2% | Reduced |
| Centaurus Financial, Inc. | 1,128 | $296.0K | 0.03% | −131−10.4% | Reduced |
| Schechter Investment Advisors, LLC | 1,112 | $292.0K | 0.03% | −87−7.3% | Reduced |
| Atlas Capital Advisors LLC | 1,107 | $290.5K | 0.05% | −241−17.9% | Reduced |
| Stephens Inc | 1,104 | $290.0K | 0.01% | −1−0.1% | Reduced |
| 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 |
| Northstar Advisory Group, LLC | 1,094 | $287.0K | 0.26% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 1,085 | $284.0K | 0.02% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 1,066 | $280.0K | 0.02% | −34−3.1% | Reduced |
| Moors & Cabot, Inc. | 1,050 | $276.0K | 0.02% | +1,050 | New |
| Independent Solutions Wealth Management, LLC | 1,044 | $274.0K | 0.09% | +287+37.9% | Added |
| Thomas White International Ltd | 1,040 | $273.0K | 0.06% | 00.0% | Unchanged |
| Chesley Taft & Associates LLC | 1,025 | $269.0K | 0.02% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 1,016 | $267.0K | 0.01% | 00.0% | Unchanged |
| Zeke Capital Advisors, LLC | 1,014 | $266.0K | 0.02% | −134−11.7% | Reduced |
| MAI Capital Management | 984 | $258.0K | 0.00% | +984 | New |
| Mount Yale Investment Advisors, LLC | 969 | $254.0K | 0.03% | +6+0.6% | Added |
| Federation des caisses Desjardins du Quebec | 967 | $253.8K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 952 | $250.0K | 0.01% | +271+39.8% | Added |
| Gsa Capital Partners LLP | 952 | $250.0K | 0.03% | +952 | New |
| Symmetry Partners, LLC | 940 | $247.0K | 0.02% | +204+27.7% | Added |
| Ieq Capital, LLC | 931 | $244.0K | 0.01% | +931 | New |
| Forum Financial Management, LP | 926 | $243.0K | 0.01% | −136−12.8% | Reduced |
| Pitcairn Co | 916 | $240.0K | 0.03% | +21+2.3% | Added |
| Clarius Group, LLC | 908 | $238.0K | 0.02% | +22+2.5% | Added |
| GW Henssler & Associates Ltd | 902 | $237.0K | 0.02% | −7−0.8% | Reduced |
| Versor Investments LP | 900 | $236.0K | 0.01% | 00.0% | Unchanged |
| First Hawaiian Bank | 897 | $236.0K | 0.01% | +1+0.1% | Added |
| Cetera Investment Advisers | 878 | $230.0K | 0.00% | −27−3.0% | Reduced |
| Advisory Services Network, LLC | 872 | $229.0K | 0.01% | +872 | New |