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 |
|---|---|---|---|---|---|
| Banco Bilbao Vizcaya Argentaria, S.A. | 864 | $227.0K | 0.00% | −7−0.8% | Reduced |
| Klingenstein Fields & Co LP | 850 | $223.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| MML Investors Services, LLC | 814 | $214.0K | 0.00% | +814 | New |
| Mather Group, LLC. | 806 | $212.0K | 0.00% | +806 | New |
| 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 |
| Bessemer Group Inc | 798 | $209.0K | 0.00% | −144−15.3% | Reduced |
| Bridgefront Capital, LLC | 786 | $206.0K | 0.21% | +786 | New |
| 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 |
| Desjardins Global Asset Management Inc. | 730 | $191.0K | 0.02% | −6−0.8% | Reduced |
| Ancora Advisors, LLC | 725 | $190.0K | 0.01% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 684 | $180.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 654 | $172.0K | 0.00% | +9+1.4% | Added |
| Smithfield Trust Co | 630 | $165.0K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 618 | $162.0K | 0.03% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 551 | $143.0K | 0.00% | −31−5.3% | Reduced |
| Webster Bank, N. A. | 500 | $131.0K | 0.02% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 488 | $128.0K | 0.01% | −3,154−86.6% | Reduced |
| Ameritas Investment Partners, Inc. | 485 | $127.0K | 0.01% | −63−11.5% | Reduced |
| Covestor Ltd | 457 | $120.0K | 0.11% | +454+15,133.3% | Added |
| Fifth Third Bancorp | 450 | $118.0K | 0.00% | −146−24.5% | Reduced |
| Parallel Advisors, LLC | 311 | $82.0K | 0.00% | +133+74.7% | Added |
| 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 |
| Asset Dedication, LLC | 250 | $66.0K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 241 | $63.0K | 0.02% | 00.0% | Unchanged |
| Wipfli Financial Advisors LLC, | 232 | $61.0K | 0.00% | +232 | New |
| Contravisory Investment Management, Inc. | 228 | $60.0K | 0.02% | +228 | New |
| Institutional & Family Asset Management, LLC | 221 | $58.0K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 212 | $56.0K | 0.03% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 207 | $54.0K | 0.02% | +1+0.5% | Added |
| First Financial Corp | 200 | $52.0K | 0.03% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 180 | $47.0K | 0.01% | +7+4.0% | Added |
| Key Financial Inc | 159 | $42.0K | 0.02% | 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 |
| Heritage Wealth Management, LLC | 150 | $39.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| State of Wyoming | 124 | $33.0K | 0.02% | −42−25.3% | 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 |
| EverSource Wealth Advisors, LLC | 114 | $30.0K | 0.01% | −140−55.1% | Reduced |
| Cambridge Trust Co | 102 | $27.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Larson Financial Group LLC | 91 | $24.0K | 0.00% | +1+1.1% | Added |
| 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 |
| Pacer Advisors, Inc. | 81 | $21.0K | 0.00% | −999−92.5% | Reduced |
| Heritage Wealth Advisors | 80 | $21.0K | 0.00% | −50−38.5% | Reduced |
| 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 |
| Ronald Blue Trust, Inc. | 66 | $18.0K | 0.00% | +38+135.7% | Added |
| Piscataqua Savings Bank | 65 | $17.0K | 0.02% | 00.0% | Unchanged |
| Caldwell Trust Co | 62 | $16.3K | 0.00% | −82−56.9% | Reduced |
| Allworth Financial LP | 62 | $16.0K | 0.00% | +9+17.0% | Added |
| Raffa Wealth Management, LLC | 54 | $14.2K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 52 | $14.0K | 0.00% | −234−81.8% | Reduced |
| Riverview Trust Co | 55 | $14.0K | 0.01% | +55 | New |
| American Portfolios Advisors | 52 | $13.6K | 0.00% | −76−59.4% | Reduced |
| GHP Investment Advisors, Inc. | 41 | $11.0K | 0.00% | +17+70.8% | Added |
| Gradient Investments LLC | 41 | $11.0K | 0.00% | +41 | New |
| Evoke Wealth, LLC | 34 | $9.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |