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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.

Q4 2022 vs. Q3 2022

How the institutions holding Everest Group, Ltd. changed between Q3 2022 and Q4 2022.

All holders in Q4 2022All holders in Q3 2022

13F holders of EG: Q3 2022 compared with Q4 2022
MeasureQ3 2022Of which not filed for Q4 2022Q4 2022Change
Holders5109558+57
Shares36.8M42.9K36.7M−78.8K (−0.2%)
Value$9.66B$11.3M$12.1B+$2.50B (+25.9%)

9 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (102)

Institutions that held Everest Group, Ltd. at the end of Q4 2022 but not at the end of Q3 2022.

Showing the largest 100 of 102 by value.

Institutions new to EG in Q4 2022
InstitutionSharesValue% of portfolio
Egerton Capital (UK) LLP449,301$148.8M1.28%
Clearbridge Investments, LLC75,702$25.1M0.02%
Two Sigma Investments, LP66,859$22.1M0.07%
Healthcare of Ontario Pension Plan Trust Fund61,808$20.5M0.10%
Castle Hook Partners LP61,129$20.3M2.23%
Bain Capital Public Equity, LP33,118$11.0M9.57%
HRT Financial LP28,351$9.39M0.13%
Driehaus Capital Management LLC27,322$9.05M0.13%
Brookfield Asset Management Inc.24,491$8.11M0.03%
Nepsis, Inc.20,960$6.94M2.32%
Gilder Gagnon Howe & Co LLC20,741$6.87M0.13%
CI Private Wealth, LLC19,155$6.35M0.02%
Agf Management Ltd15,116$5.01M0.04%
Westwood Holdings Group Inc.13,831$4.58M0.04%
Natixis12,494$4.14M0.02%
Resources Investment Advisors, LLC.11,723$3.88M0.11%
Patton Fund Management, Inc.9,492$3.14M0.92%
Unigestion Holding SA7,834$2.62M0.14%
Raymond James Financial Services Advisors, Inc.6,484$2.15M0.00%
Squarepoint Ops LLC5,860$1.94M0.01%
Nicholas Investment Partners, LP5,744$1.90M0.17%
Wealthfront Advisers LLC5,359$1.78M0.01%
Janus Henderson Group PLC5,061$1.68M0.00%
Delphi Management Inc4,141$1.37M1.66%
Jefferies Financial Group Inc.3,529$1.17M0.02%
Scotia Capital Inc.3,521$1.17M0.01%
Two Sigma Advisers, LP3,500$1.16M0.00%
Centiva Capital, LP3,311$1.10M0.09%
Everence Capital Management Inc2,840$941.0K0.08%
Dai-Ichi Life Insurance Company, Ltd2,443$809.3K0.02%
Stifel Financial Corp1,820$603.0K0.00%
HighTower Advisors, LLC1,785$591.0K0.00%
Vontobel Holding Ltd.1,712$571.7K0.01%
Oppenheimer Asset Management Inc.1,663$550.9K0.01%
Point72 Middle East FZE1,606$532.0K0.04%
Arrow Investment Advisors, LLC1,550$513.5K0.36%
Keybank National Association1,497$495.9K0.00%
Duality Advisers, LP1,496$495.6K0.06%
Parallax Volatility Advisers, L.P.1,415$468.7K0.01%
Summit Global Investments1,305$432.0K0.04%
Elevated Capital Advisors, LLC1,288$426.7K0.16%
Legacy Wealth Asset Management, LLC1,272$421.4K0.16%
Swiss Life Asset Management Ltd1,205$400.6K0.01%
Greenleaf Trust1,086$360.0K0.00%
Cognios Beta Neutral Large Cap Fund, LP1,042$345.2K0.33%
Capula Management Ltd990$328.0K0.03%
Kestra Advisory Services, LLC976$323.3K0.00%
Lombard Odier Asset Management (Switzerland) SA963$319.0K0.03%
RWM Asset Management, LLC961$318.4K0.07%
Aquatic Capital Management LLC900$298.0K0.02%
Tokio Marine Asset Management Co Ltd874$289.5K0.02%
Cetera Advisor Networks LLC827$274.0K0.00%
Metis Global Partners, LLC814$269.7K0.02%
CIBC World Markets Inc.784$260.0K0.00%
E&G Advisors, LP750$248.5K0.09%
Paragon Capital Management Ltd740$245.1K0.07%
Hyman Charles D700$232.0K0.02%
Assenagon Asset Management S.A.672$223.0K0.00%
Texas Yale Capital Corp.650$215.3K0.01%
Pathstone Family Office, LLC2,683$211.3K0.00%
Creative Planning626$207.4K0.00%
Savant Capital, LLC611$202.4K0.00%
Financial Advisors Network, Inc.610$202.1K0.05%
GWM Advisors LLC833$200.8K0.01%
Leonteq Securities AG509$168.6K0.01%
AXS Investments LLC460$152.4K0.05%
Grove Bank & Trust435$144.0K0.03%
US Asset Management LLC403$134.0K0.14%
CoreCap Advisors, LLC356$117.9K0.01%
Acadian Asset Management LLC293$96.0K0.00%
Colonial Trust Co236$78.2K0.02%
Comerica Securities,inc.159$52.7K0.00%
Farther Finance Advisors, LLC157$52.0K0.02%
Harvest Fund Management Co., Ltd152$50.0K0.01%
One Wealth Advisors, LLC142$47.0K0.01%
Belpointe Asset Management LLC119$39.3K0.00%
TD Ameritrade Investment Management, LLC103$34.0K0.00%
Park Place Capital Corp99$33.0K0.01%
Spire Wealth Management88$29.0K0.00%
Trifecta Capital Advisors, LLC80$26.5K0.01%
Resurgent Financial Advisors LLC65$21.5K0.01%
Accurate Wealth Management, LLC37$13.3K0.00%
Clear Street Markets LLC39$13.0K0.00%
Chelsea Counsel Co35$11.6K0.01%
Pathway Financial Advisers, LLC35$11.6K0.00%
RFP Financial Group LLC31$10.3K0.00%
TD Waterhouse Canada Inc.25$8.34K0.00%
Harbour Investments, Inc.24$7.95K0.00%
Hollencrest Capital Management20$6.63K0.00%
Dark Forest Capital Management LP19$6.29K0.00%
Baker Avenue Asset Management, LP13$4.31K0.00%
Pinnacle Financial Partners Inc10$3.31K0.00%
Steward Financial Group LLC10$3.00K0.00%
Tfo-TDC, LLC14$2.20K0.00%
Financial Management Professionals, Inc.7$2.00K0.00%
Washington Trust Co4$1.32K0.00%
North Star Investment Management Corp.2$6630.00%
McElhenny Sheffield Capital Management, LLC2$6630.00%
Beaird Harris Wealth Management, LLC2$6630.00%
EWG Elevate Inc.1$3310.00%

Sold out (45)

Institutions that held Everest Group, Ltd. at the end of Q3 2022 and filed for Q4 2022 without it.

Institutions that sold out of EG in Q4 2022
InstitutionShares, Q3 2022Value, Q3 2022
Goodman Financial Corp37,342$9.80M
Marshall Wace, LLP19,857$5.21M
Zacks Investment Management10,090$2.65M
ExodusPoint Capital Management, LP8,283$2.17M
Twin Tree Management, LP5,890$1.55M
AlphaCrest Capital Management LLC5,782$1.52M
Arrowstreet Capital, Limited Partnership5,272$1.38M
Aviance Capital Partners, LLC4,550$1.19M
Simplex Trading, LLC3,882$1.02M
Prelude Capital Management, LLC3,690$968.0K
Revolve Wealth Partners, LLC3,032$796.0K
OPSEU Pension Plan Trust Fund2,770$725.0K
SG Americas Securities, LLC2,732$717.0K
Toroso Investments, LLC2,397$629.0K
Pendal Group Limited2,345$615.0K
Summit Wealth & Retirement Planning, Inc.2,291$601.0K
Ergoteles LLC2,083$547.0K
Mackenzie Financial Corp2,029$532.0K
Canvas Wealth Advisors, LLC1,717$483.0K
Trexquant Investment LP1,807$474.0K
Qtron Investments LLC1,771$465.0K
Wolverine Trading, LLC1,643$440.0K
Machina Capital S.A.S.1,656$435.0K
Caisse de Depot Et Placement du Quebec1,649$433.0K
Echo Street Capital Management LLC1,563$410.0K
Algert Global LLC1,290$339.0K
Northstar Advisory Group, LLC1,094$287.0K
Gsa Capital Partners LLP952$250.0K
Versor Investments LP900$236.0K
Mather Group, LLC.806$212.0K
Fulton Bank, N.A.804$211.0K
Vantage Consulting Group Inc771$202.0K
Syntax Advisors, LLC771$202.0K
Addison Advisors LLC212$56.0K
GPS Wealth Strategies Group, LLC152$40.0K
State of Wyoming124$33.0K
Larson Financial Group LLC91$24.0K
Fred Alger Management, LLC73$19.0K
Gradient Investments LLC41$11.0K
Evoke Wealth, LLC34$9.00K
Howe & Rusling Inc14$4.00K
Plante Moran Financial Advisors, LLC15$4.00K
Raleigh Capital Management Inc.15$4.00K
Ten Capital Wealth Advisors, LLC13$3.00K
Community Bank, N.A.4$1.00K

Not filed for Q4 2022 yet (9)

Institutions that held Everest Group, Ltd. at the end of Q3 2022 and haven't filed a 13F for Q4 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding EG in Q3 2022 that haven't filed for Q4 2022
InstitutionShares, Q3 2022Value, Q3 2022
Eaton Vance Management18,389$4.83M
Bowling Portfolio Management LLC9,887$2.60M
AGF Investments LLC6,072$1.59M
Regentatlantic Capital LLC5,421$1.42M
CPWM, LLC1,686$442.0K
Redpoint Investment Management Pty Ltd1,201$315.0K
Wipfli Financial Advisors LLC,232$61.0K
American Portfolios Advisors52$13.6K
Siena Capital LLC2$1.00K