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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.

Institutional holdersQ3 2022: 510 institutions
Q1 2021: 464 institutionsQ2 2021: 455 institutionsQ3 2021: 466 institutionsQ4 2021: 479 institutionsQ1 2022: 513 institutionsQ2 2022: 532 institutionsQ3 2022: 510 institutionsQ4 2022: 558 institutionsQ1 2023: 583 institutionsQ2 2023: 582 institutionsQ3 2023: 590 institutionsQ4 2023: 669 institutionsQ1 2024: 640 institutionsQ2 2024: 631 institutionsQ3 2024: 675 institutionsQ4 2024: 694 institutionsQ1 2025: 678 institutionsQ2 2025: 673 institutionsQ3 2025: 677 institutionsQ4 2025: 685 institutionsQ1 2026: 670 institutionsQ2 2026: 690 institutions
Value heldQ3 2022: $9.66B
Q1 2021: $9.29BQ2 2021: $9.58BQ3 2021: $9.38BQ4 2021: $10.2BQ1 2022: $11.1BQ2 2022: $10.2BQ3 2022: $9.66BQ4 2022: $12.1BQ1 2023: $13.1BQ2 2023: $13.7BQ3 2023: $15.1BQ4 2023: $14.2BQ1 2024: $16.2BQ2 2024: $15.4BQ3 2024: $15.8BQ4 2024: $14.6BQ1 2025: $14.7BQ2 2025: $13.6BQ3 2025: $13.5BQ4 2025: $13.4BQ1 2026: $12.0BQ2 2026: $14.2B
Institutions holding EG and their total value by quarter
QuarterHoldersValue
Q2 2026690$14.2B
Q1 2026670$12.0B
Q4 2025685$13.4B
Q3 2025677$13.5B
Q2 2025673$13.6B
Q1 2025678$14.7B
Q4 2024694$14.6B
Q3 2024675$15.8B
Q2 2024631$15.4B
Q1 2024640$16.2B
Q4 2023669$14.2B
Q3 2023590$15.1B
Q2 2023582$13.7B
Q1 2023583$13.1B
Q4 2022558$12.1B
Q3 2022510$9.66B
Q2 2022532$10.2B
Q1 2022513$11.1B
Q4 2021479$10.2B
Q3 2021466$9.38B
Q2 2021455$9.58B
Q1 2021464$9.29B

Institutions, Q3 2022

Shares, value and share of portfolio for each institution holding Everest Group, Ltd.; share changes are against Q2 2022.

Institutions holding EG in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Daiwa Securities Group Inc.2,544$668.0K0.01%+55+2.2%Added
O'Shaughnessy Asset Management, LLC2,514$660.0K0.01%+324+14.8%Added
Louisiana State Employees Retirement System2,500$656.0K0.02%00.0%Unchanged
Norinchukin Bank, The2,490$653.0K0.01%+312+14.3%Added
Sumitomo Mitsui DS Asset Management Company, Ltd2,486$652.0K0.01%+25+1.0%Added
Citadel Investment Advisory, Inc.2,450$643.0K0.49%+50+2.1%Added
Toroso Investments, LLC2,397$629.0K0.03%+36+1.5%Added
Americana Partners, LLC2,369$621.0K0.11%−98−4.0%Reduced
Metropolitan Life Insurance Co2,347$615.9K0.03%−29−1.2%Reduced
Pendal Group Limited2,345$615.0K0.01%−1,257−34.9%Reduced
Summit Wealth & Retirement Planning, Inc.2,291$601.0K0.24%00.0%Unchanged
Great Lakes Advisors, LLC2,289$601.0K0.01%+2,289New
Strategy Asset Managers LLC2,256$592.0K0.16%+2,256New
Weiss Multi-Strategy Advisers LLC2,243$589.0K0.02%+2,243New
Cantor Fitzgerald, L. P.2,227$584.0K0.01%−30−1.3%Reduced
Cambridge Investment Research Advisors, Inc.2,205$579.0K0.00%−424−16.1%Reduced
Bank of Stockton2,121$557.0K0.22%00.0%Unchanged
Ergoteles LLC2,083$547.0K0.02%+2,083New
Hillsdale Investment Management Inc.2,050$538.0K0.05%00.0%Unchanged
Lingohr & Partner Asset Management GmbH1,662$536.0K1.47%00.0%Unchanged
Mackenzie Financial Corp2,029$532.0K0.00%−180−8.1%Reduced
Janney Montgomery Scott LLC2,002$526.0K0.00%−50−2.4%Reduced
New Mexico Educational Retirement Board2,000$525.0K0.03%−200−9.1%Reduced
Achmea Investment Management B.V.1,907$501.0K0.02%00.0%Unchanged
Brookstone Capital Management1,891$493.0K0.01%+1,891New
Bartlett & Co. LLC1,855$487.0K0.01%00.0%Unchanged
Bartlett & Co. Wealth Management LLC1,855$486.8K0.01%00.0%Unchanged
Canvas Wealth Advisors, LLC1,717$483.0K0.21%−5−0.3%Reduced
Trexquant Investment LP1,807$474.0K0.02%−1,825−50.2%Reduced
Moreno Evelyn V1,800$472.0K0.21%−120−6.3%Reduced
Seelaus Asset Management LLC1,777$466.0K0.37%+70+4.1%Added
Qtron Investments LLC1,771$465.0K0.12%−734−29.3%Reduced
CPWM, LLC1,686$442.0K0.04%−2,109−55.6%Reduced
Thrivent Financial for Lutherans1,681$441.0K0.00%+7+0.4%Added
Wolverine Trading, LLC1,643$440.0K0.02%+864+110.9%Added
Trail Ridge Investment Advisors, LLC1,416$437.0K0.29%+245+20.9%Added
Machina Capital S.A.S.1,656$435.0K0.92%−235−12.4%Reduced
Commerce Bank1,660$435.0K0.00%−95−5.4%Reduced
Caisse de Depot Et Placement du Quebec1,649$433.0K0.00%−519−23.9%Reduced
Measured Wealth Private Client Group, LLC1,625$426.0K0.19%−259−13.7%Reduced
Huntington National Bank1,622$425.0K0.00%−180−10.0%Reduced
Unison Advisors LLC1,604$421.0K0.08%+379+30.9%Added
SRB Corp1,598$420.0K0.03%−4,045−71.7%Reduced
Vestmark Advisory Solutions, Inc.1,596$419.0K0.02%−48−2.9%Reduced
Park Avenue Securities LLC1,580$415.0K0.01%+1,580New
Echo Street Capital Management LLC1,563$410.0K0.00%+1,563New
Aull & Monroe Investment Management Corp1,500$394.0K0.22%00.0%Unchanged
Harbor Advisors LLC1,500$394.0K0.11%00.0%Unchanged
Horizon Investments, LLC1,492$392.0K0.01%+287+23.8%Added
Wedge Capital Management L L P1,480$388.0K0.01%+194+15.1%Added
Rowland & Co Investment Counsel1,445$379.2K0.10%00.0%Unchanged
TD Private Client Wealth LLC1,435$376.6K0.02%+20+1.4%Added
Kentucky Retirement Systems Insurance Trust Fund1,412$371.0K0.03%+65+4.8%Added
Avidian Wealth Solutions, LLC1,401$368.0K0.03%−78−5.3%Reduced
Raymond James Trust N.A.1,384$363.0K0.01%−53−3.7%Reduced
American Trust1,361$357.0K0.03%−45−3.2%Reduced
Hancock Whitney Corp1,339$351.0K0.02%+90+7.2%Added
Prudential PLC1,307$343.0K0.01%−905−40.9%Reduced
D.A. Davidson & Co.1,308$343.0K0.00%+88+7.2%Added
Transatlantique Private Wealth LLC1,307$343.0K0.23%+242+22.7%Added
Ethic Inc.1,304$342.0K0.02%+103+8.6%Added
Atlas Private Wealth Management1,300$341.0K0.25%00.0%Unchanged
Checchi Capital Advisers, LLC1,300$341.0K0.04%+36+2.8%Added
Algert Global LLC1,290$339.0K0.02%+1,290New
Traynor Capital Management, Inc.1,278$335.0K0.06%00.0%Unchanged
Vident Investment Advisory, LLC1,241$324.0K0.01%−3−0.2%Reduced
Erste Asset Management GmbH1,200$321.0K0.01%00.0%Unchanged
Baird Financial Group, Inc.1,211$318.0K0.00%−106−8.0%Reduced
Redpoint Investment Management Pty Ltd1,201$315.0K0.05%−451−27.3%Reduced
Gofen & Glossberg LLC1,150$302.0K0.01%−50−4.2%Reduced
Centaurus Financial, Inc.1,128$296.0K0.03%−131−10.4%Reduced
Schechter Investment Advisors, LLC1,112$292.0K0.03%−87−7.3%Reduced
Atlas Capital Advisors LLC1,107$290.5K0.05%−241−17.9%Reduced
Stephens Inc1,104$290.0K0.01%−1−0.1%Reduced
HM Payson & Co1,100$289.0K0.01%00.0%Unchanged
Wellington Shields & Co., LLC1,100$289.0K0.13%00.0%Unchanged
Northstar Advisory Group, LLC1,094$287.0K0.26%00.0%Unchanged
Banque Cantonale Vaudoise1,085$284.0K0.02%00.0%Unchanged
Meeder Asset Management Inc1,066$280.0K0.02%−34−3.1%Reduced
Moors & Cabot, Inc.1,050$276.0K0.02%+1,050New
Independent Solutions Wealth Management, LLC1,044$274.0K0.09%+287+37.9%Added
Thomas White International Ltd1,040$273.0K0.06%00.0%Unchanged
Chesley Taft & Associates LLC1,025$269.0K0.02%00.0%Unchanged
KCM Investment Advisors LLC1,016$267.0K0.01%00.0%Unchanged
Zeke Capital Advisors, LLC1,014$266.0K0.02%−134−11.7%Reduced
MAI Capital Management984$258.0K0.00%+984New
Mount Yale Investment Advisors, LLC969$254.0K0.03%+6+0.6%Added
Federation des caisses Desjardins du Quebec967$253.8K0.00%00.0%Unchanged
Central Trust Co952$250.0K0.01%+271+39.8%Added
Gsa Capital Partners LLP952$250.0K0.03%+952New
Symmetry Partners, LLC940$247.0K0.02%+204+27.7%Added
Ieq Capital, LLC931$244.0K0.01%+931New
Forum Financial Management, LP926$243.0K0.01%−136−12.8%Reduced
Pitcairn Co916$240.0K0.03%+21+2.3%Added
Clarius Group, LLC908$238.0K0.02%+22+2.5%Added
GW Henssler & Associates Ltd902$237.0K0.02%−7−0.8%Reduced
Versor Investments LP900$236.0K0.01%00.0%Unchanged
First Hawaiian Bank897$236.0K0.01%+1+0.1%Added
Cetera Investment Advisers878$230.0K0.00%−27−3.0%Reduced
Advisory Services Network, LLC872$229.0K0.01%+872New