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, Q1 2023
Institutional positions in Everest Group, Ltd. as of Mar 31, 2023. 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
- 583
- +35 vs. Q4 2022
- Shares held
- 37.9M
- +1.28M (+3.5%) vs. Q4 2022
- Total value
- $13.1B
- +$938.4M (+7.7%) vs. Q4 2022
- New holders
- 73
- 200 more added
- Sold out
- 38
- 209 more reduced
10 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Everest Group, Ltd.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 2 | $0 | 0.00% | +2 | New |
| IFP Advisors, Inc | 2 | $227 | 0.00% | −247−99.2% | Reduced |
| Sofos Investments, Inc. | 358 | $316 | 0.01% | +358 | New |
| Tfo-TDC, LLC | 1 | $358 | 0.00% | −13−92.9% | Reduced |
| Highline Wealth Partners LLC | 1 | $358 | 0.00% | 00.0% | Unchanged |
| 25 LLC | 1 | $384 | 0.00% | +1 | New |
| North Star Investment Management Corp. | 2 | $716 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 2 | $716 | 0.00% | +2 | New |
| BDO Wealth Advisors, LLC | 2 | $717 | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 2 | $825 | 0.00% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 4 | $1.00K | 0.00% | +4 | New |
| SkyView Investment Advisors, LLC | 3 | $1.00K | 0.00% | +3 | New |
| Investors Research Corp | 3 | $1.07K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 3 | $1.07K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 3 | $1.13K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 3 | $1.15K | 0.00% | +1+50.0% | Added |
| Core Alternative Capital | 4 | $1.43K | 0.00% | +4 | New |
| Manchester Capital Management LLC | 4 | $1.43K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 4 | $1.43K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 4 | $1.43K | 0.00% | +4 | New |
| JJJ Advisors Inc. | 4 | $1.44K | 0.00% | −2−33.3% | Reduced |
| Syverson Strege & Co | 5 | $1.79K | 0.00% | +5 | New |
| Capital Analysts, LLC | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 6 | $2.15K | 0.00% | −1−14.3% | Reduced |
| Washington Trust Co | 6 | $2.15K | 0.00% | +2+50.0% | Added |
| JNBA Financial Advisors | 6 | $2.15K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 8 | $2.86K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 8 | $3.00K | 0.00% | −12−60.0% | Reduced |
| Horan Securities, Inc. | 9 | $3.22K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 9 | $3.26K | 0.00% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 10 | $3.58K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 10 | $3.58K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 11 | $3.94K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 11 | $3.94K | 0.00% | +1+10.0% | Added |
| Hollencrest Capital Management | 20 | $7.16K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 20 | $7.16K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 21 | $7.52K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 21 | $7.60K | 0.00% | −4−16.0% | Reduced |
| Ameritas Advisory Services, LLC | 22 | $7.77K | 0.00% | +22 | New |
| Schubert & Co | 22 | $7.88K | 0.01% | 00.0% | Unchanged |
| Steward Financial Group LLC | 23 | $8.00K | 0.00% | +13+130.0% | Added |
| Pinnacle Bancorp, Inc. | 23 | $8.23K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 23 | $8.23K | 0.00% | +2+9.5% | Added |
| Harbour Investments, Inc. | 24 | $8.59K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 25 | $8.95K | 0.00% | +3+13.6% | Added |
| Stonebridge Capital Advisors LLC | 27 | $9.67K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 29 | $10.0K | 0.00% | −23−44.2% | Reduced |
| WR Wealth Planners, LLC | 29 | $10.4K | 0.00% | +24+480.0% | Added |
| CVA Family Office, LLC | 30 | $10.7K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 30 | $10.7K | 0.00% | +3+11.1% | Added |
| RFP Financial Group LLC | 31 | $11.1K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 31 | $11.1K | 0.00% | 00.0% | Unchanged |
| Chelsea Counsel Co | 35 | $12.5K | 0.01% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 35 | $12.5K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 38 | $13.6K | 0.00% | +1+2.7% | Added |
| Massmutual Trust Co FSB | 39 | $14.0K | 0.00% | +25+178.6% | Added |
| GHP Investment Advisors, Inc. | 41 | $14.7K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 44 | $15.8K | 0.00% | −10−18.5% | Reduced |
| Park Place Capital Corp | 47 | $16.8K | 0.00% | −52−52.5% | Reduced |
| FNY Investment Advisers, LLC | 51 | $18.0K | 0.02% | +51 | New |
| Raffa Wealth Management, LLC | 54 | $19.3K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 55 | $19.7K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 55 | $19.7K | 0.00% | −2−3.5% | Reduced |
| TD Ameritrade Investment Management, LLC | 59 | $21.0K | 0.00% | −44−42.7% | Reduced |
| Piscataqua Savings Bank | 61 | $21.8K | 0.02% | −4−6.2% | Reduced |
| Zions Bancorporation, N.A. | 62 | $22.2K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 62 | $22.2K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 64 | $22.9K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 65 | $23.3K | 0.00% | +2+3.2% | Added |
| Clear Street Markets LLC | 76 | $27.0K | 0.01% | +37+94.9% | Added |
| Heritage Wealth Advisors | 80 | $28.6K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 80 | $28.6K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 85 | $30.0K | 0.00% | +83+4,150.0% | Added |
| Ronald Blue Trust, Inc. | 93 | $31.0K | 0.00% | −11−10.6% | Reduced |
| FinTrust Capital Advisors, LLC | 94 | $31.1K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 82 | $31.2K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 89 | $32.0K | 0.01% | +82+1,171.4% | Added |
| Cambridge Trust Co | 90 | $32.2K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 92 | $32.9K | 0.00% | +39+73.6% | Added |
| Benjamin F. Edwards & Company, Inc. | 100 | $36.0K | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 104 | $37.2K | 0.01% | +104 | New |
| Loomis Sayles & Co L P | 105 | $38.0K | 0.00% | +39+59.1% | Added |
| Achmea Investment Management B.V. | 111 | $40.0K | 0.00% | −1,796−94.2% | Reduced |
| Fred Alger Management, LLC | 124 | $44.4K | 0.00% | +124 | New |
| Clearstead Advisors, LLC | 125 | $44.8K | 0.00% | +125 | New |
| Parkside Financial Bank & Trust | 142 | $50.8K | 0.01% | +8+6.0% | Added |
| Signaturefd, LLC | 146 | $52.3K | 0.00% | +2+1.4% | Added |
| Cullen/Frost Bankers, Inc. | 150 | $53.7K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 152 | $54.4K | 0.01% | +152 | New |
| ING Groep NV | 155 | $55.5K | 0.00% | −16,004−99.0% | Reduced |
| Farther Finance Advisors, LLC | 157 | $56.2K | 0.02% | 00.0% | Unchanged |
| Key Financial Inc | 159 | $56.9K | 0.02% | 00.0% | Unchanged |
| First Financial Corp | 200 | $71.6K | 0.04% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 200 | $71.6K | 0.01% | +19+10.5% | Added |
| Altshuler Shaham Ltd | 218 | $78.0K | 0.00% | +218 | New |
| Fortis Capital Advisors, LLC | 228 | $81.6K | 0.04% | +228 | New |
| EverSource Wealth Advisors, LLC | 231 | $82.7K | 0.01% | +1+0.4% | Added |
| Colonial Trust Co | 236 | $84.5K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 238 | $85.2K | 0.03% | −3−1.2% | Reduced |
| Parallel Advisors, LLC | 250 | $89.5K | 0.00% | +19+8.2% | Added |