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 |
|---|---|---|---|---|---|
| Aquatic Capital Management LLC | 900 | $298.0K | 0.02% | +900 | New |
| Measured Wealth Private Client Group, LLC | 899 | $297.8K | 0.12% | −726−44.7% | Reduced |
| Tokio Marine Asset Management Co Ltd | 874 | $289.5K | 0.02% | +874 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 861 | $284.9K | 0.00% | −3−0.3% | Reduced |
| Bridgefront Capital, LLC | 860 | $284.9K | 0.20% | +74+9.4% | Added |
| Klingenstein Fields & Co LP | 850 | $281.6K | 0.01% | 00.0% | Unchanged |
| Ieq Capital, LLC | 848 | $280.9K | 0.01% | −83−8.9% | Reduced |
| Tower Research Capital LLC (TRC) | 828 | $275.0K | 0.01% | −3,238−79.6% | Reduced |
| Essex Investment Management Co LLC | 831 | $275.0K | 0.04% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 827 | $274.0K | 0.00% | +827 | New |
| Independent Solutions Wealth Management, LLC | 816 | $270.3K | 0.08% | −228−21.8% | Reduced |
| Metis Global Partners, LLC | 814 | $269.7K | 0.02% | +814 | New |
| Pacer Advisors, Inc. | 809 | $268.0K | 0.00% | +728+898.8% | Added |
| Bessemer Group Inc | 804 | $266.0K | 0.00% | +6+0.8% | Added |
| Desjardins Global Asset Management Inc. | 795 | $263.0K | 0.04% | +65+8.9% | Added |
| Rockefeller Capital Management L.P. | 794 | $262.0K | 0.00% | +243+44.1% | Added |
| CIBC World Markets Inc. | 784 | $260.0K | 0.00% | +784 | New |
| AXA S.A. | 783 | $259.4K | 0.00% | −33,339−97.7% | Reduced |
| Meeder Asset Management Inc | 780 | $258.4K | 0.02% | −286−26.8% | Reduced |
| Avantax Advisory Services, Inc. | 754 | $249.8K | 0.00% | −75−9.0% | Reduced |
| E&G Advisors, LP | 750 | $248.5K | 0.09% | +750 | New |
| Thomas White International Ltd | 740 | $245.1K | 0.05% | −300−28.8% | Reduced |
| Paragon Capital Management Ltd | 740 | $245.1K | 0.07% | +740 | New |
| Schechter Investment Advisors, LLC | 739 | $244.8K | 0.02% | −373−33.5% | Reduced |
| Ancora Advisors, LLC | 725 | $240.0K | 0.01% | 00.0% | Unchanged |
| Zeke Capital Advisors, LLC | 723 | $239.5K | 0.02% | −291−28.7% | Reduced |
| Erste Asset Management GmbH | 700 | $234.4K | 0.00% | −500−41.7% | Reduced |
| Hyman Charles D | 700 | $232.0K | 0.02% | +700 | New |
| Great Lakes Advisors, LLC | 694 | $229.9K | 0.01% | −1,595−69.7% | Reduced |
| Edmond de Rothschild Holding S.A. | 684 | $226.6K | 0.01% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 672 | $223.0K | 0.00% | +672 | New |
| First Hawaiian Bank | 657 | $218.0K | 0.01% | −240−26.8% | Reduced |
| Texas Yale Capital Corp. | 650 | $215.3K | 0.01% | +650 | New |
| Holocene Advisors, LP | 649 | $215.0K | 0.00% | −6,101−90.4% | Reduced |
| Pathstone Family Office, LLC | 2,683 | $211.3K | 0.00% | +2,683 | New |
| Smithfield Trust Co | 630 | $209.0K | 0.01% | 00.0% | Unchanged |
| Creative Planning | 626 | $207.4K | 0.00% | +626 | New |
| Quent Capital, LLC | 623 | $206.5K | 0.04% | +5+0.8% | Added |
| Mount Yale Investment Advisors, LLC | 611 | $202.4K | 0.02% | −358−36.9% | Reduced |
| Savant Capital, LLC | 611 | $202.4K | 0.00% | +611 | New |
| Financial Advisors Network, Inc. | 610 | $202.1K | 0.05% | +610 | New |
| GWM Advisors LLC | 833 | $200.8K | 0.01% | +833 | New |
| Northwestern Mutual Wealth Management Co | 555 | $184.0K | 0.00% | −99−15.1% | Reduced |
| Fifth Third Bancorp | 524 | $173.6K | 0.00% | +74+16.4% | Added |
| Leonteq Securities AG | 509 | $168.6K | 0.01% | +509 | New |
| Webster Bank, N. A. | 500 | $166.0K | 0.02% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 485 | $164.4K | 0.01% | 00.0% | Unchanged |
| AXS Investments LLC | 460 | $152.4K | 0.05% | +460 | New |
| Grove Bank & Trust | 435 | $144.0K | 0.03% | +435 | New |
| US Asset Management LLC | 403 | $134.0K | 0.14% | +403 | New |
| CoreCap Advisors, LLC | 356 | $117.9K | 0.01% | +356 | New |
| Advisory Services Network, LLC | 333 | $110.3K | 0.00% | −539−61.8% | Reduced |
| Heritage Wealth Management, LLC | 300 | $99.4K | 0.01% | +150+100.0% | Added |
| Acadian Asset Management LLC | 293 | $96.0K | 0.00% | +293 | New |
| Sentry Investment Management LLC | 257 | $85.0K | 0.04% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 255 | $84.5K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 250 | $83.0K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 241 | $79.8K | 0.03% | 00.0% | Unchanged |
| Colonial Trust Co | 236 | $78.2K | 0.02% | +236 | New |
| Parallel Advisors, LLC | 231 | $76.5K | 0.00% | −80−25.7% | Reduced |
| EverSource Wealth Advisors, LLC | 230 | $76.2K | 0.01% | +116+101.8% | Added |
| Covestor Ltd | 214 | $71.0K | 0.06% | −243−53.2% | Reduced |
| IAG Wealth Partners, LLC | 208 | $69.0K | 0.02% | +1+0.5% | Added |
| First Financial Corp | 200 | $66.3K | 0.04% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 181 | $60.0K | 0.01% | −40−18.1% | Reduced |
| Quadrant Capital Group LLC | 181 | $60.0K | 0.01% | +1+0.6% | Added |
| Comerica Securities,inc. | 159 | $52.7K | 0.00% | +159 | New |
| Farther Finance Advisors, LLC | 157 | $52.0K | 0.02% | +157 | New |
| Harvest Fund Management Co., Ltd | 152 | $50.0K | 0.01% | +152 | New |
| Cullen/Frost Bankers, Inc. | 150 | $49.7K | 0.00% | −2−1.3% | Reduced |
| Signaturefd, LLC | 144 | $47.7K | 0.00% | +27+23.1% | Added |
| One Wealth Advisors, LLC | 142 | $47.0K | 0.01% | +142 | New |
| Parkside Financial Bank & Trust | 134 | $44.4K | 0.01% | −2−1.5% | Reduced |
| Key Financial Inc | 159 | $41.7K | 0.02% | 00.0% | Unchanged |
| IFP Advisors, Inc | 249 | $40.0K | 0.00% | +30+13.7% | Added |
| Belpointe Asset Management LLC | 119 | $39.3K | 0.00% | +119 | New |
| DuPont Capital Management Corp | 115 | $38.1K | 0.00% | −373−76.4% | Reduced |
| TD Ameritrade Investment Management, LLC | 103 | $34.0K | 0.00% | +103 | New |
| Benjamin F. Edwards & Company, Inc. | 100 | $33.0K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 99 | $33.0K | 0.01% | +99 | New |
| FinTrust Capital Advisors, LLC | 94 | $31.1K | 0.01% | 00.0% | Unchanged |
| Cambridge Trust Co | 90 | $30.0K | 0.00% | −12−11.8% | Reduced |
| Spire Wealth Management | 88 | $29.0K | 0.00% | +88 | New |
| DT Investment Partners, LLC | 82 | $27.2K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 104 | $27.0K | 0.00% | +38+57.6% | Added |
| Heritage Wealth Advisors | 80 | $26.5K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 80 | $26.5K | 0.01% | +80 | New |
| Federation des caisses Desjardins du Quebec | 70 | $23.2K | 0.00% | −897−92.8% | Reduced |
| Loomis Sayles & Co L P | 66 | $22.0K | 0.00% | −6−8.3% | Reduced |
| Resurgent Financial Advisors LLC | 65 | $21.5K | 0.01% | +65 | New |
| Piscataqua Savings Bank | 65 | $21.5K | 0.02% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 64 | $21.2K | 0.00% | +33+106.5% | Added |
| Lindbrook Capital, LLC | 63 | $20.9K | 0.00% | +55+687.5% | Added |
| Caldwell Trust Co | 62 | $20.5K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 62 | $20.5K | 0.00% | +10+19.2% | Added |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 60 | $20.0K | 0.18% | −60−50.0% | Reduced |
| Allworth Financial LP | 57 | $18.9K | 0.00% | −5−8.1% | Reduced |
| Riverview Trust Co | 55 | $18.0K | 0.02% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 54 | $17.9K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 54 | $17.9K | 0.00% | −34−38.6% | Reduced |