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Livermore
Livermore
ZHEN

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, Q4 2022

Institutional positions in Everest Group, Ltd. as of Dec 31, 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
558
+57 vs. Q3 2022
Shares held
36.7M
−78.8K (−0.2%) vs. Q3 2022
Total value
$12.1B
+$2.50B (+25.9%) vs. Q3 2022
New holders
102
153 more added
Sold out
45
219 more reduced

9 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2022: 558 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 heldQ4 2022: $12.1B
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, Q4 2022

Shares, value and share of portfolio for each institution holding Everest Group, Ltd.; share changes are against Q3 2022.

Institutions holding EG in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Versant Capital Management, Inc241$79.8K0.03%00.0%Unchanged
Asset Dedication, LLC250$83.0K0.01%00.0%Unchanged
Whittier Trust Co of Nevada Inc255$84.5K0.00%00.0%Unchanged
Sentry Investment Management LLC257$85.0K0.04%00.0%Unchanged
Acadian Asset Management LLC293$96.0K0.00%+293New
Heritage Wealth Management, LLC300$99.4K0.01%+150+100.0%Added
Advisory Services Network, LLC333$110.3K0.00%−539−61.8%Reduced
CoreCap Advisors, LLC356$117.9K0.01%+356New
US Asset Management LLC403$134.0K0.14%+403New
Grove Bank & Trust435$144.0K0.03%+435New
AXS Investments LLC460$152.4K0.05%+460New
Ameritas Investment Partners, Inc.485$164.4K0.01%00.0%Unchanged
Webster Bank, N. A.500$166.0K0.02%00.0%Unchanged
Leonteq Securities AG509$168.6K0.01%+509New
Fifth Third Bancorp524$173.6K0.00%+74+16.4%Added
Northwestern Mutual Wealth Management Co555$184.0K0.00%−99−15.1%Reduced
GWM Advisors LLC833$200.8K0.01%+833New
Financial Advisors Network, Inc.610$202.1K0.05%+610New
Mount Yale Investment Advisors, LLC611$202.4K0.02%−358−36.9%Reduced
Savant Capital, LLC611$202.4K0.00%+611New
Quent Capital, LLC623$206.5K0.04%+5+0.8%Added
Creative Planning626$207.4K0.00%+626New
Smithfield Trust Co630$209.0K0.01%00.0%Unchanged
Pathstone Family Office, LLC2,683$211.3K0.00%+2,683New
Holocene Advisors, LP649$215.0K0.00%−6,101−90.4%Reduced
Texas Yale Capital Corp.650$215.3K0.01%+650New
First Hawaiian Bank657$218.0K0.01%−240−26.8%Reduced
Assenagon Asset Management S.A.672$223.0K0.00%+672New
Edmond de Rothschild Holding S.A.684$226.6K0.01%00.0%Unchanged
Great Lakes Advisors, LLC694$229.9K0.01%−1,595−69.7%Reduced
Hyman Charles D700$232.0K0.02%+700New
Erste Asset Management GmbH700$234.4K0.00%−500−41.7%Reduced
Zeke Capital Advisors, LLC723$239.5K0.02%−291−28.7%Reduced
Ancora Advisors, LLC725$240.0K0.01%00.0%Unchanged
Schechter Investment Advisors, LLC739$244.8K0.02%−373−33.5%Reduced
Thomas White International Ltd740$245.1K0.05%−300−28.8%Reduced
Paragon Capital Management Ltd740$245.1K0.07%+740New
E&G Advisors, LP750$248.5K0.09%+750New
Avantax Advisory Services, Inc.754$249.8K0.00%−75−9.0%Reduced
Meeder Asset Management Inc780$258.4K0.02%−286−26.8%Reduced
AXA S.A.783$259.4K0.00%−33,339−97.7%Reduced
CIBC World Markets Inc.784$260.0K0.00%+784New
Rockefeller Capital Management L.P.794$262.0K0.00%+243+44.1%Added
Desjardins Global Asset Management Inc.795$263.0K0.04%+65+8.9%Added
Bessemer Group Inc804$266.0K0.00%+6+0.8%Added
Pacer Advisors, Inc.809$268.0K0.00%+728+898.8%Added
Metis Global Partners, LLC814$269.7K0.02%+814New
Independent Solutions Wealth Management, LLC816$270.3K0.08%−228−21.8%Reduced
Cetera Advisor Networks LLC827$274.0K0.00%+827New
Tower Research Capital LLC (TRC)828$275.0K0.01%−3,238−79.6%Reduced
Essex Investment Management Co LLC831$275.0K0.04%00.0%Unchanged
Ieq Capital, LLC848$280.9K0.01%−83−8.9%Reduced
Klingenstein Fields & Co LP850$281.6K0.01%00.0%Unchanged
Banco Bilbao Vizcaya Argentaria, S.A.861$284.9K0.00%−3−0.3%Reduced
Bridgefront Capital, LLC860$284.9K0.20%+74+9.4%Added
Tokio Marine Asset Management Co Ltd874$289.5K0.02%+874New
Measured Wealth Private Client Group, LLC899$297.8K0.12%−726−44.7%Reduced
Aquatic Capital Management LLC900$298.0K0.02%+900New
GW Henssler & Associates Ltd902$298.8K0.02%00.0%Unchanged
Tudor Investment Corp Et Al910$301.0K0.01%−9,560−91.3%Reduced
Forum Financial Management, LP909$301.1K0.01%−17−1.8%Reduced
Clarius Group, LLC911$302.0K0.03%+3+0.3%Added
Pitcairn Co912$302.1K0.03%−4−0.4%Reduced
Central Trust Co932$308.7K0.01%−20−2.1%Reduced
TD Private Client Wealth LLC939$311.1K0.01%−496−34.6%Reduced
RWM Asset Management, LLC961$318.4K0.07%+961New
Lombard Odier Asset Management (Switzerland) SA963$319.0K0.03%+963New
Kestra Advisory Services, LLC976$323.3K0.00%+976New
MAI Capital Management977$323.5K0.01%−7−0.7%Reduced
Capula Management Ltd990$328.0K0.03%+990New
KCM Investment Advisors LLC1,016$337.0K0.01%00.0%Unchanged
Chesley Taft & Associates LLC1,025$339.6K0.02%00.0%Unchanged
Centaurus Financial, Inc.1,030$341.0K0.03%−98−8.7%Reduced
Cognios Beta Neutral Large Cap Fund, LP1,042$345.2K0.33%+1,042New
Moors & Cabot, Inc.1,050$347.8K0.02%00.0%Unchanged
Banque Cantonale Vaudoise1,085$359.0K0.02%00.0%Unchanged
Greenleaf Trust1,086$360.0K0.00%+1,086New
Guggenheim Capital LLC1,091$361.4K0.00%−9,388−89.6%Reduced
HM Payson & Co1,100$364.4K0.01%00.0%Unchanged
Wellington Shields & Co., LLC1,100$364.4K0.08%00.0%Unchanged
Stephens Inc1,101$364.7K0.01%−3−0.3%Reduced
Gofen & Glossberg LLC1,150$381.0K0.01%00.0%Unchanged
Renaissance Technologies LLC1,200$398.0K0.00%−19,400−94.2%Reduced
Swiss Life Asset Management Ltd1,205$400.6K0.01%+1,205New
Traynor Capital Management, Inc.1,218$403.5K0.07%−60−4.7%Reduced
Raymond James Trust N.A.1,219$404.0K0.01%−165−11.9%Reduced
Hancock Whitney Corp1,229$407.0K0.02%−110−8.2%Reduced
Brookstone Capital Management1,170$411.1K0.01%−721−38.1%Reduced
Legacy Wealth Asset Management, LLC1,272$421.4K0.16%+1,272New
Elevated Capital Advisors, LLC1,288$426.7K0.16%+1,288New
Wedge Capital Management L L P1,293$428.0K0.01%−187−12.6%Reduced
Checchi Capital Advisers, LLC1,297$429.7K0.04%−3−0.2%Reduced
Atlas Private Wealth Management1,300$430.7K0.20%00.0%Unchanged
Summit Global Investments1,305$432.0K0.04%+1,305New
Baird Financial Group, Inc.1,305$433.0K0.00%+94+7.8%Added
D.A. Davidson & Co.1,322$438.3K0.01%+14+1.1%Added
Transatlantique Private Wealth LLC1,362$452.9K0.27%+55+4.2%Added
Avidian Wealth Solutions, LLC1,380$457.2K0.03%−21−1.5%Reduced
SRB Corp1,406$466.0K0.03%−192−12.0%Reduced
Atlas Capital Advisors LLC1,411$467.4K0.08%+304+27.5%Added