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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.

Q1 2023 vs. Q4 2022

How the institutions holding Everest Group, Ltd. changed between Q4 2022 and Q1 2023.

All holders in Q1 2023All holders in Q4 2022

13F holders of EG: Q4 2022 compared with Q1 2023
MeasureQ4 2022Of which not filed for Q1 2023Q1 2023Change
Holders55810583+35
Shares36.7M56.2K37.9M+1.28M (+3.5%)
Value$12.1B$18.7M$13.1B+$938.4M (+7.7%)

10 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (73)

Institutions that held Everest Group, Ltd. at the end of Q1 2023 but not at the end of Q4 2022.

Institutions new to EG in Q1 2023
InstitutionSharesValue% of portfolio
Westfield Capital Management Co LP139,960$50.1M0.35%
Cramer Rosenthal McGlynn LLC97,381$34.9M1.57%
Junto Capital Management LP88,755$31.8M0.89%
Caisse de Depot Et Placement du Quebec57,883$20.7M0.06%
Samlyn Capital, LLC51,401$18.4M0.34%
Moore Capital Management, LP47,305$16.9M0.53%
Marshall Wace, LLP35,100$12.6M0.03%
Capital Fund Management S.A.31,356$11.2M0.22%
Point72 Asset Management, L.P.23,448$8.39M0.03%
Vinva Investment Management Ltd20,911$7.45M0.63%
Qube Research & Technologies Ltd18,779$6.72M0.04%
Abn Amro Investment Solutions14,345$5.14M0.11%
Graphene Investments SAS8,600$3.08M2.06%
Trexquant Investment LP7,331$2.62M0.07%
Ostrum Asset Management6,800$2.43M0.21%
Harel Insurance Investments & Financial Services Ltd.4,984$1.77M0.04%
Mackenzie Financial Corp4,410$1.58M0.00%
Gotham Asset Management, LLC3,081$1.10M0.03%
Virtu Financial LLC3,056$1.09M0.12%
Orion Portfolio Solutions, LLC2,795$1.00M0.01%
Toroso Investments, LLC2,477$887.0K0.03%
Cornercap Investment Counsel Inc2,470$884.3K0.16%
USA Financial Portformulas Corp2,443$874.6K1.42%
ExodusPoint Capital Management, LP2,347$840.0K0.01%
Shay Capital LLC2,250$805.5K0.33%
FJ Capital Management LLC2,186$782.6K0.10%
Y-Intercept (Hong Kong) Ltd2,129$762.2K0.09%
D. E. Shaw & Co., Inc.1,920$687.4K0.00%
C2C Wealth Management, LLC1,820$665.7K0.11%
Connectus Wealth, LLC1,745$625.9K0.02%
Empirical Asset Management, LLC1,732$620.1K0.59%
Connor, Clark & Lunn Investment Management Ltd.1,691$605.4K0.00%
Stratos Wealth Partners, LTD.1,410$504.8K0.01%
Weiss Asset Management LP1,400$501.2K0.04%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC1,191$426.4K0.03%
Graham Capital Management, L.P.1,171$419.2K0.01%
Wakefield Asset Management LLLP1,049$375.6K0.16%
Machina Capital S.A.S.1,042$373.1K0.33%
180 Wealth Advisors, LLC1,021$365.5K0.09%
Versor Investments LP993$355.5K0.05%
Quantinno Capital Management LP938$336.0K0.02%
MQS Management LLC916$327.9K0.21%
Eqis Capital Management, Inc.853$305.6K0.03%
Industrial Alliance Investment Management Inc.791$283.0K0.01%
Prelude Capital Management, LLC786$281.4K0.02%
Qsemble Capital Management, LP750$268.5K0.18%
Qtron Investments LLC707$253.1K0.05%
Gsa Capital Partners LLP675$242.0K0.02%
Monument Capital Management671$240.2K0.08%
Legacy Capital Group California, Inc.667$238.8K0.12%
Group One Trading, L.P.637$228.1K0.01%
Trust Investment Advisors631$225.9K0.20%
Wedmont Private Capital606$221.0K0.03%
Commonwealth Equity Services, LLC617$221.0K0.00%
Foundry Partners, LLC611$218.8K0.01%
Chesapeake Asset Management LLC458$164.0K0.15%
Fortis Capital Advisors, LLC228$81.6K0.04%
Altshuler Shaham Ltd218$78.0K0.00%
GPS Wealth Strategies Group, LLC152$54.4K0.01%
Clearstead Advisors, LLC125$44.8K0.00%
Fred Alger Management, LLC124$44.4K0.00%
Thompson Investment Management, Inc.104$37.2K0.01%
FNY Investment Advisers, LLC51$18.0K0.02%
Ameritas Advisory Services, LLC22$7.77K0.00%
Syverson Strege & Co5$1.79K0.00%
Venturi Wealth Management, LLC4$1.43K0.00%
Core Alternative Capital4$1.43K0.00%
Baldrige Asset Management LLC4$1.00K0.00%
SkyView Investment Advisors, LLC3$1.00K0.00%
Proequities, Inc.2$7160.00%
25 LLC1$3840.00%
Sofos Investments, Inc.358$3160.01%
Avion Wealth2$00.00%

Sold out (38)

Institutions that held Everest Group, Ltd. at the end of Q4 2022 and filed for Q1 2023 without it.

Institutions that sold out of EG in Q1 2023
InstitutionShares, Q4 2022Value, Q4 2022
Miller Howard Investments Inc130,143$43.1M
HRT Financial LP28,351$9.39M
Brookfield Asset Management Inc.24,491$8.11M
Berger Financial Group, Inc14,325$4.75M
Fca Corp10,506$3.48M
Sompo Asset Management Co., Ltd.6,470$2.14M
Hussman Strategic Advisors, Inc.6,200$2.05M
Gyon Technologies Capital Management, LP2,977$986.2K
Strategy Asset Managers LLC2,256$747.0K
Moreno Evelyn V1,800$596.3K
Park Avenue Securities LLC1,748$579.0K
Vestmark Advisory Solutions, Inc.1,611$533.7K
Point72 Middle East FZE1,606$532.0K
Duality Advisers, LP1,496$495.6K
Kestra Advisory Services, LLC976$323.3K
Aquatic Capital Management LLC900$298.0K
Independent Solutions Wealth Management, LLC816$270.3K
Schechter Investment Advisors, LLC739$244.8K
Edmond de Rothschild Holding S.A.684$226.6K
First Hawaiian Bank657$218.0K
Holocene Advisors, LP649$215.0K
Pathstone Family Office, LLC2,683$211.3K
Mount Yale Investment Advisors, LLC611$202.4K
IAG Wealth Partners, LLC208$69.0K
Institutional & Family Asset Management, LLC181$60.0K
Comerica Securities,inc.159$52.7K
One Wealth Advisors, LLC142$47.0K
Spire Wealth Management88$29.0K
Resurgent Financial Advisors LLC65$21.5K
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.60$20.0K
Accurate Wealth Management, LLC37$13.3K
Dark Forest Capital Management LP19$6.29K
Baker Avenue Asset Management, LP13$4.31K
American National Bank6$2.00K
McElhenny Sheffield Capital Management, LLC2$663
Beaird Harris Wealth Management, LLC2$663
EWG Elevate Inc.1$331
Umb Bank N A1$0

Not filed for Q1 2023 yet (10)

Institutions that held Everest Group, Ltd. at the end of Q4 2022 and haven't filed a 13F for Q1 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding EG in Q4 2022 that haven't filed for Q1 2023
InstitutionShares, Q4 2022Value, Q4 2022
Rothschild & Co Asset Management US Inc.28,812$9.54M
Alaska Permanent Fund Corp9,400$3.11M
Seeyond5,520$1.83M
Comerica Bank5,172$1.79M
Delphi Management Inc4,141$1.37M
Gofen & Glossberg LLC1,150$381.0K
Zeke Capital Advisors, LLC723$239.5K
Financial Advisors Network, Inc.610$202.1K
CoreCap Advisors, LLC356$117.9K
Heritage Wealth Management, LLC300$99.4K