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.
| 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, Q4 2022
Shares, value and share of portfolio for each institution holding Everest Group, Ltd.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Trail Ridge Investment Advisors, LLC | 1,412 | $467.8K | 0.32% | −4−0.3% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 1,412 | $468.0K | 0.04% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 1,415 | $468.7K | 0.01% | +1,415 | New |
| Seelaus Asset Management LLC | 1,417 | $469.0K | 0.35% | −360−20.3% | Reduced |
| Huntington National Bank | 1,431 | $474.0K | 0.00% | −191−11.8% | Reduced |
| Rowland & Co Investment Counsel | 1,445 | $481.7K | 0.12% | 00.0% | Unchanged |
| Duality Advisers, LP | 1,496 | $495.6K | 0.06% | +1,496 | New |
| Keybank National Association | 1,497 | $495.9K | 0.00% | +1,497 | New |
| Aull & Monroe Investment Management Corp | 1,500 | $496.9K | 0.25% | 00.0% | Unchanged |
| Harbor Advisors LLC | 1,500 | $496.9K | 0.12% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 1,518 | $502.9K | 0.01% | −19,640−92.8% | Reduced |
| Hillsdale Investment Management Inc. | 1,540 | $510.2K | 0.04% | −510−24.9% | Reduced |
| Arrow Investment Advisors, LLC | 1,550 | $513.5K | 0.36% | +1,550 | New |
| Vident Investment Advisory, LLC | 1,567 | $519.1K | 0.02% | +326+26.3% | Added |
| Point72 Middle East FZE | 1,606 | $532.0K | 0.04% | +1,606 | New |
| Unison Advisors LLC | 1,611 | $533.7K | 0.07% | +7+0.4% | Added |
| Vestmark Advisory Solutions, Inc. | 1,611 | $533.7K | 0.03% | +15+0.9% | Added |
| Commerce Bank | 1,633 | $541.0K | 0.00% | −27−1.6% | Reduced |
| Engineers Gate Manager LP | 1,656 | $548.6K | 0.03% | +851+105.7% | Added |
| Oppenheimer Asset Management Inc. | 1,663 | $550.9K | 0.01% | +1,663 | New |
| Lingohr & Partner Asset Management GmbH | 1,662 | $551.0K | 1.55% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 1,712 | $571.7K | 0.01% | +1,712 | New |
| Park Avenue Securities LLC | 1,748 | $579.0K | 0.01% | +168+10.6% | Added |
| HighTower Advisors, LLC | 1,785 | $591.0K | 0.00% | +1,785 | New |
| Bartlett & Co. Wealth Management LLC | 1,787 | $592.0K | 0.01% | −68−3.7% | Reduced |
| Achmea Investment Management B.V. | 1,907 | $592.0K | 0.02% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 1,787 | $592.0K | 0.01% | −68−3.7% | Reduced |
| Moreno Evelyn V | 1,800 | $596.3K | 0.14% | 00.0% | Unchanged |
| Stifel Financial Corp | 1,820 | $603.0K | 0.00% | +1,820 | New |
| Symmetry Partners, LLC | 1,869 | $619.0K | 0.04% | +929+98.8% | Added |
| New Mexico Educational Retirement Board | 1,900 | $629.0K | 0.03% | −100−5.0% | Reduced |
| Contravisory Investment Management, Inc. | 1,899 | $629.1K | 0.17% | +1,671+732.9% | Added |
| Verition Fund Management LLC | 1,930 | $639.4K | 0.01% | −3,250−62.7% | Reduced |
| Norinchukin Bank, The | 1,950 | $646.0K | 0.01% | −540−21.7% | Reduced |
| Bank of Stockton | 2,031 | $673.0K | 0.24% | −90−4.2% | Reduced |
| Ethic Inc. | 2,040 | $675.8K | 0.04% | +736+56.4% | Added |
| Exchange Traded Concepts, LLC | 2,072 | $686.4K | 0.02% | −472−18.6% | Reduced |
| Banque Pictet & Cie SA | 2,114 | $700.3K | 0.01% | −1,268−37.5% | Reduced |
| Metropolitan Life Insurance Co | 2,213 | $733.1K | 0.03% | −134−5.7% | Reduced |
| Strategy Asset Managers LLC | 2,256 | $747.0K | 0.19% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 2,271 | $752.0K | 0.00% | +66+3.0% | Added |
| Leuthold Group, LLC | 2,312 | $765.9K | 0.10% | −13,678−85.5% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 2,443 | $809.3K | 0.02% | +2,443 | New |
| Citadel Investment Advisory, Inc. | 2,450 | $812.0K | 0.56% | 00.0% | Unchanged |
| American Trust | 2,466 | $816.9K | 0.08% | +1,105+81.2% | Added |
| Louisiana State Employees Retirement System | 2,500 | $828.0K | 0.02% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 2,508 | $830.8K | 0.01% | −6−0.2% | Reduced |
| Uncommon Cents Investing LLC | 2,524 | $832.8K | 0.31% | −35−1.4% | Reduced |
| MML Investors Services, LLC | 2,587 | $857.0K | 0.01% | +1,773+217.8% | Added |
| Ingalls & Snyder LLC | 2,620 | $868.0K | 0.05% | −9−0.3% | Reduced |
| Advisor Group Holdings, Inc. | 2,661 | $881.2K | 0.00% | −74−2.7% | Reduced |
| PAX Financial Group, LLC | 2,665 | $882.7K | 0.22% | −472−15.0% | Reduced |
| CWM Advisors, LLC | 2,674 | $885.8K | 0.11% | −473−15.0% | Reduced |
| Dana Investment Advisors, Inc. | 2,686 | $889.8K | 0.05% | +13+0.5% | Added |
| NorthCrest Asset Manangement, LLC | 2,770 | $918.0K | 0.05% | 00.0% | Unchanged |
| Veriti Management LLC | 2,803 | $928.6K | 0.12% | +135+5.1% | Added |
| Truist Financial Corp | 2,816 | $932.8K | 0.00% | −937−25.0% | Reduced |
| Cantor Fitzgerald, L. P. | 2,827 | $937.0K | 0.02% | +600+26.9% | Added |
| Everence Capital Management Inc | 2,840 | $941.0K | 0.08% | +2,840 | New |
| Balentine LLC | 2,878 | $953.4K | 0.03% | −61−2.1% | Reduced |
| Cary Street Partner Investment Advisory LLC | 2,891 | $957.7K | 0.07% | −381−11.6% | Reduced |
| Ontario Teachers Pension Plan Board | 2,903 | $961.7K | 0.01% | −255−8.1% | Reduced |
| Brinker Capital Investments, LLC | 2,925 | $968.9K | 0.02% | −89−3.0% | Reduced |
| Daiwa Securities Group Inc. | 2,927 | $970.0K | 0.01% | +383+15.1% | Added |
| Cetera Investment Advisers | 2,930 | $970.7K | 0.01% | +2,052+233.7% | Added |
| Synovus Financial Corp | 2,953 | $978.2K | 0.01% | +89+3.1% | Added |
| Janney Montgomery Scott LLC | 2,961 | $981.0K | 0.00% | +959+47.9% | Added |
| Gyon Technologies Capital Management, LP | 2,977 | $986.2K | 0.37% | −17,939−85.8% | Reduced |
| Advisor Partners II, LLC | 2,982 | $987.8K | 0.06% | +20+0.7% | Added |
| Maryland State Retirement & Pension System | 3,011 | $997.5K | 0.03% | 00.0% | Unchanged |
| Kentucky Retirement Systems | 3,098 | $1.03M | 0.04% | +13+0.4% | Added |
| Prudential PLC | 3,156 | $1.05M | 0.01% | +1,849+141.5% | Added |
| The PNC Financial Services Group, Inc. | 3,171 | $1.05M | 0.00% | +165+5.5% | Added |
| Crossmark Global Holdings, Inc. | 3,192 | $1.06M | 0.03% | −45−1.4% | Reduced |
| Icon Advisers Inc | 3,200 | $1.06M | 0.27% | 00.0% | Unchanged |
| Horizon Investments, LLC | 3,205 | $1.06M | 0.03% | +1,713+114.8% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 3,213 | $1.06M | 0.02% | +727+29.2% | Added |
| Westpac Banking Corp | 3,215 | $1.07M | 0.02% | −1,612−33.4% | Reduced |
| Securian Asset Management, Inc | 3,308 | $1.10M | 0.03% | +144+4.6% | Added |
| Centiva Capital, LP | 3,311 | $1.10M | 0.09% | +3,311 | New |
| Vestcor Inc | 3,320 | $1.10M | 0.04% | −6,518−66.3% | Reduced |
| Peapack Gladstone Financial Corp | 3,369 | $1.12M | 0.02% | −1,664−33.1% | Reduced |
| British Columbia Investment Management Corp | 3,472 | $1.15M | 0.01% | −379−9.8% | Reduced |
| Two Sigma Advisers, LP | 3,500 | $1.16M | 0.00% | +3,500 | New |
| Scotia Capital Inc. | 3,521 | $1.17M | 0.01% | +3,521 | New |
| Jefferies Financial Group Inc. | 3,529 | $1.17M | 0.02% | +3,529 | New |
| Ossiam | 3,542 | $1.17M | 0.03% | −232−6.1% | Reduced |
| First Republic Investment Management, Inc. | 3,637 | $1.20M | 0.00% | −11,686−76.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 3,713 | $1.23M | 0.01% | 00.0% | Unchanged |
| Americana Partners, LLC | 5,422 | $1.23M | 0.21% | +3,053+128.9% | Added |
| Advisors Asset Management, Inc. | 3,782 | $1.25M | 0.03% | +106+2.9% | Added |
| Whittier Trust Co | 3,841 | $1.27M | 0.02% | −2−0.1% | Reduced |
| JustInvest LLC | 3,995 | $1.32M | 0.05% | +178+4.7% | Added |
| Public Employees Retirement Association of Colorado | 4,099 | $1.36M | 0.01% | 00.0% | Unchanged |
| Foster & Motley Inc | 4,098 | $1.36M | 0.12% | +288+7.6% | Added |
| M&T Bank Corp | 4,107 | $1.36M | 0.01% | −92−2.2% | Reduced |
| National Bank of Canada | 4,135 | $1.37M | 0.00% | +35+0.9% | Added |
| Delphi Management Inc | 4,141 | $1.37M | 1.66% | +4,141 | New |
| First Manhattan Co | 4,200 | $1.39M | 0.01% | 00.0% | Unchanged |
| Nissay Asset Management Corp | 4,430 | $1.47M | 0.01% | −74−1.6% | Reduced |