Skip to main content
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
Cantor Fitzgerald, L. P.2,827$937.0K0.02%+600+26.9%Added
Truist Financial Corp2,816$932.8K0.00%−937−25.0%Reduced
Veriti Management LLC2,803$928.6K0.12%+135+5.1%Added
NorthCrest Asset Manangement, LLC2,770$918.0K0.05%00.0%Unchanged
Dana Investment Advisors, Inc.2,686$889.8K0.05%+13+0.5%Added
CWM Advisors, LLC2,674$885.8K0.11%−473−15.0%Reduced
PAX Financial Group, LLC2,665$882.7K0.22%−472−15.0%Reduced
Advisor Group Holdings, Inc.2,661$881.2K0.00%−74−2.7%Reduced
Ingalls & Snyder LLC2,620$868.0K0.05%−9−0.3%Reduced
MML Investors Services, LLC2,587$857.0K0.01%+1,773+217.8%Added
Uncommon Cents Investing LLC2,524$832.8K0.31%−35−1.4%Reduced
O'Shaughnessy Asset Management, LLC2,508$830.8K0.01%−6−0.2%Reduced
Louisiana State Employees Retirement System2,500$828.0K0.02%00.0%Unchanged
American Trust2,466$816.9K0.08%+1,105+81.2%Added
Citadel Investment Advisory, Inc.2,450$812.0K0.56%00.0%Unchanged
Dai-Ichi Life Insurance Company, Ltd2,443$809.3K0.02%+2,443New
Leuthold Group, LLC2,312$765.9K0.10%−13,678−85.5%Reduced
Cambridge Investment Research Advisors, Inc.2,271$752.0K0.00%+66+3.0%Added
Strategy Asset Managers LLC2,256$747.0K0.19%00.0%Unchanged
Metropolitan Life Insurance Co2,213$733.1K0.03%−134−5.7%Reduced
Banque Pictet & Cie SA2,114$700.3K0.01%−1,268−37.5%Reduced
Exchange Traded Concepts, LLC2,072$686.4K0.02%−472−18.6%Reduced
Ethic Inc.2,040$675.8K0.04%+736+56.4%Added
Bank of Stockton2,031$673.0K0.24%−90−4.2%Reduced
Norinchukin Bank, The1,950$646.0K0.01%−540−21.7%Reduced
Verition Fund Management LLC1,930$639.4K0.01%−3,250−62.7%Reduced
Contravisory Investment Management, Inc.1,899$629.1K0.17%+1,671+732.9%Added
New Mexico Educational Retirement Board1,900$629.0K0.03%−100−5.0%Reduced
Symmetry Partners, LLC1,869$619.0K0.04%+929+98.8%Added
Stifel Financial Corp1,820$603.0K0.00%+1,820New
Moreno Evelyn V1,800$596.3K0.14%00.0%Unchanged
Achmea Investment Management B.V.1,907$592.0K0.02%00.0%Unchanged
Bartlett & Co. LLC1,787$592.0K0.01%−68−3.7%Reduced
Bartlett & Co. Wealth Management LLC1,787$592.0K0.01%−68−3.7%Reduced
HighTower Advisors, LLC1,785$591.0K0.00%+1,785New
Park Avenue Securities LLC1,748$579.0K0.01%+168+10.6%Added
Vontobel Holding Ltd.1,712$571.7K0.01%+1,712New
Lingohr & Partner Asset Management GmbH1,662$551.0K1.55%00.0%Unchanged
Oppenheimer Asset Management Inc.1,663$550.9K0.01%+1,663New
Engineers Gate Manager LP1,656$548.6K0.03%+851+105.7%Added
Commerce Bank1,633$541.0K0.00%−27−1.6%Reduced
Vestmark Advisory Solutions, Inc.1,611$533.7K0.03%+15+0.9%Added
Unison Advisors LLC1,611$533.7K0.07%+7+0.4%Added
Point72 Middle East FZE1,606$532.0K0.04%+1,606New
Vident Investment Advisory, LLC1,567$519.1K0.02%+326+26.3%Added
Arrow Investment Advisors, LLC1,550$513.5K0.36%+1,550New
Hillsdale Investment Management Inc.1,540$510.2K0.04%−510−24.9%Reduced
Susquehanna Fundamental Investments, LLC1,518$502.9K0.01%−19,640−92.8%Reduced
Aull & Monroe Investment Management Corp1,500$496.9K0.25%00.0%Unchanged
Harbor Advisors LLC1,500$496.9K0.12%00.0%Unchanged
Keybank National Association1,497$495.9K0.00%+1,497New
Duality Advisers, LP1,496$495.6K0.06%+1,496New
Rowland & Co Investment Counsel1,445$481.7K0.12%00.0%Unchanged
Huntington National Bank1,431$474.0K0.00%−191−11.8%Reduced
Seelaus Asset Management LLC1,417$469.0K0.35%−360−20.3%Reduced
Parallax Volatility Advisers, L.P.1,415$468.7K0.01%+1,415New
Kentucky Retirement Systems Insurance Trust Fund1,412$468.0K0.04%00.0%Unchanged
Trail Ridge Investment Advisors, LLC1,412$467.8K0.32%−4−0.3%Reduced
Atlas Capital Advisors LLC1,411$467.4K0.08%+304+27.5%Added
SRB Corp1,406$466.0K0.03%−192−12.0%Reduced
Avidian Wealth Solutions, LLC1,380$457.2K0.03%−21−1.5%Reduced
Transatlantique Private Wealth LLC1,362$452.9K0.27%+55+4.2%Added
D.A. Davidson & Co.1,322$438.3K0.01%+14+1.1%Added
Baird Financial Group, Inc.1,305$433.0K0.00%+94+7.8%Added
Summit Global Investments1,305$432.0K0.04%+1,305New
Atlas Private Wealth Management1,300$430.7K0.20%00.0%Unchanged
Checchi Capital Advisers, LLC1,297$429.7K0.04%−3−0.2%Reduced
Wedge Capital Management L L P1,293$428.0K0.01%−187−12.6%Reduced
Elevated Capital Advisors, LLC1,288$426.7K0.16%+1,288New
Legacy Wealth Asset Management, LLC1,272$421.4K0.16%+1,272New
Brookstone Capital Management1,170$411.1K0.01%−721−38.1%Reduced
Hancock Whitney Corp1,229$407.0K0.02%−110−8.2%Reduced
Raymond James Trust N.A.1,219$404.0K0.01%−165−11.9%Reduced
Traynor Capital Management, Inc.1,218$403.5K0.07%−60−4.7%Reduced
Swiss Life Asset Management Ltd1,205$400.6K0.01%+1,205New
Renaissance Technologies LLC1,200$398.0K0.00%−19,400−94.2%Reduced
Gofen & Glossberg LLC1,150$381.0K0.01%00.0%Unchanged
Stephens Inc1,101$364.7K0.01%−3−0.3%Reduced
HM Payson & Co1,100$364.4K0.01%00.0%Unchanged
Wellington Shields & Co., LLC1,100$364.4K0.08%00.0%Unchanged
Guggenheim Capital LLC1,091$361.4K0.00%−9,388−89.6%Reduced
Greenleaf Trust1,086$360.0K0.00%+1,086New
Banque Cantonale Vaudoise1,085$359.0K0.02%00.0%Unchanged
Moors & Cabot, Inc.1,050$347.8K0.02%00.0%Unchanged
Cognios Beta Neutral Large Cap Fund, LP1,042$345.2K0.33%+1,042New
Centaurus Financial, Inc.1,030$341.0K0.03%−98−8.7%Reduced
Chesley Taft & Associates LLC1,025$339.6K0.02%00.0%Unchanged
KCM Investment Advisors LLC1,016$337.0K0.01%00.0%Unchanged
Capula Management Ltd990$328.0K0.03%+990New
MAI Capital Management977$323.5K0.01%−7−0.7%Reduced
Kestra Advisory Services, LLC976$323.3K0.00%+976New
Lombard Odier Asset Management (Switzerland) SA963$319.0K0.03%+963New
RWM Asset Management, LLC961$318.4K0.07%+961New
TD Private Client Wealth LLC939$311.1K0.01%−496−34.6%Reduced
Central Trust Co932$308.7K0.01%−20−2.1%Reduced
Pitcairn Co912$302.1K0.03%−4−0.4%Reduced
Clarius Group, LLC911$302.0K0.03%+3+0.3%Added
Forum Financial Management, LP909$301.1K0.01%−17−1.8%Reduced
Tudor Investment Corp Et Al910$301.0K0.01%−9,560−91.3%Reduced
GW Henssler & Associates Ltd902$298.8K0.02%00.0%Unchanged