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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.

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.

Institutional holdersQ1 2023: 583 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 heldQ1 2023: $13.1B
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, Q1 2023

Shares, value and share of portfolio for each institution holding Everest Group, Ltd.; share changes are against Q4 2022.

Institutions holding EG in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Asset Dedication, LLC250$90.0K0.01%00.0%Unchanged
Belpointe Asset Management LLC253$90.8K0.00%+134+112.6%Added
Whittier Trust Co of Nevada Inc255$91.3K0.00%00.0%Unchanged
Sentry Investment Management LLC257$92.0K0.04%00.0%Unchanged
Covestor Ltd257$92.0K0.08%+43+20.1%Added
Advisory Services Network, LLC302$108.1K0.00%−31−9.3%Reduced
Parallax Volatility Advisers, L.P.359$128.5K0.00%−1,056−74.6%Reduced
US Asset Management LLC388$139.0K0.14%−15−3.7%Reduced
Harvest Fund Management Co., Ltd437$156.0K0.03%+285+187.5%Added
AXS Investments LLC455$162.9K0.05%−5−1.1%Reduced
Grove Bank & Trust455$162.9K0.03%+20+4.6%Added
Chesapeake Asset Management LLC458$164.0K0.15%+458New
Ameritas Investment Partners, Inc.485$173.6K0.01%00.0%Unchanged
Webster Bank, N. A.500$179.0K0.02%00.0%Unchanged
Fifth Third Bancorp540$193.3K0.00%+16+3.1%Added
TD Private Client Wealth LLC544$194.8K0.01%−395−42.1%Reduced
Northwestern Mutual Wealth Management Co562$201.3K0.00%+7+1.3%Added
Meeder Asset Management Inc580$207.7K0.02%−200−25.6%Reduced
Assenagon Asset Management S.A.591$211.6K0.00%−81−12.1%Reduced
Foundry Partners, LLC611$218.8K0.01%+611New
Commonwealth Equity Services, LLC617$221.0K0.00%+617New
Wedmont Private Capital606$221.0K0.03%+606New
Quent Capital, LLC623$223.1K0.04%00.0%Unchanged
Smithfield Trust Co630$225.0K0.01%00.0%Unchanged
Trust Investment Advisors631$225.9K0.20%+631New
Group One Trading, L.P.637$228.1K0.01%+637New
Texas Yale Capital Corp.650$232.7K0.01%00.0%Unchanged
Tower Research Capital LLC (TRC)659$236.0K0.01%−169−20.4%Reduced
Legacy Capital Group California, Inc.667$238.8K0.12%+667New
Brookstone Capital Management659$239.6K0.00%−511−43.7%Reduced
Monument Capital Management671$240.2K0.08%+671New
Cognios Beta Neutral Large Cap Fund, LP675$240.4K0.23%−367−35.2%Reduced
Gsa Capital Partners LLP675$242.0K0.02%+675New
Measured Wealth Private Client Group, LLC685$245.2K0.09%−214−23.8%Reduced
Savant Capital, LLC693$248.0K0.00%+82+13.4%Added
Hyman Charles D700$251.0K0.02%00.0%Unchanged
Qtron Investments LLC707$253.1K0.05%+707New
Ancora Advisors, LLC725$259.6K0.01%00.0%Unchanged
Squarepoint Ops LLC733$262.4K0.00%−5,127−87.5%Reduced
Paragon Capital Management Ltd737$263.9K0.06%−3−0.4%Reduced
Bessemer Group Inc739$264.0K0.00%−65−8.1%Reduced
Thomas White International Ltd740$264.9K0.06%00.0%Unchanged
Leonteq Securities AG741$265.3K0.02%+232+45.6%Added
Qsemble Capital Management, LP750$268.5K0.18%+750New
Avantax Advisory Services, Inc.754$270.0K0.00%00.0%Unchanged
RWM Asset Management, LLC769$275.4K0.06%−192−20.0%Reduced
Essex Investment Management Co LLC773$276.7K0.04%−58−7.0%Reduced
Bridgefront Capital, LLC782$280.0K0.17%−78−9.1%Reduced
Prelude Capital Management, LLC786$281.4K0.02%+786New
Industrial Alliance Investment Management Inc.791$283.0K0.01%+791New
E&G Advisors, LP800$286.4K0.11%+50+6.7%Added
Rockefeller Capital Management L.P.828$296.0K0.00%+34+4.3%Added
Cetera Advisor Networks LLC848$303.5K0.00%+21+2.5%Added
Klingenstein Fields & Co LP850$304.3K0.02%00.0%Unchanged
Eqis Capital Management, Inc.853$305.6K0.03%+853New
GW Henssler & Associates Ltd894$320.1K0.02%−8−0.9%Reduced
Forum Financial Management, LP909$325.4K0.01%00.0%Unchanged
Pitcairn Co912$326.5K0.03%00.0%Unchanged
MQS Management LLC916$327.9K0.21%+916New
Stephens Inc930$333.0K0.01%−171−15.5%Reduced
Tokio Marine Asset Management Co Ltd932$333.7K0.02%+58+6.6%Added
Vestcor Inc935$335.0K0.01%−2,385−71.8%Reduced
Quantinno Capital Management LP938$336.0K0.02%+938New
Clarius Group, LLC944$338.0K0.03%+33+3.6%Added
SRB Corp946$338.7K0.02%−460−32.7%Reduced
Centaurus Financial, Inc.957$343.0K0.03%−73−7.1%Reduced
Seelaus Asset Management LLC947$350.0K0.26%−470−33.2%Reduced
Versor Investments LP993$355.5K0.05%+993New
Moors & Cabot, Inc.1,000$358.0K0.02%−50−4.8%Reduced
Chesley Taft & Associates LLC1,010$361.6K0.02%−15−1.5%Reduced
Creative Planning1,010$361.7K0.00%+384+61.3%Added
KCM Investment Advisors LLC1,016$363.8K0.01%00.0%Unchanged
180 Wealth Advisors, LLC1,021$365.5K0.09%+1,021New
Ieq Capital, LLC1,027$367.4K0.01%+179+21.1%Added
GWM Advisors LLC1,037$371.3K0.00%+204+24.5%Added
Machina Capital S.A.S.1,042$373.1K0.33%+1,042New
Central Trust Co1,045$374.1K0.01%+113+12.1%Added
Wakefield Asset Management LLLP1,049$375.6K0.16%+1,049New
Banco Bilbao Vizcaya Argentaria, S.A.1,077$385.2K0.00%+216+25.1%Added
Exchange Traded Concepts, LLC1,091$390.6K0.01%−981−47.3%Reduced
Raymond James Trust N.A.1,093$391.0K0.01%−126−10.3%Reduced
MAI Capital Management1,093$391.3K0.01%+116+11.9%Added
HM Payson & Co1,100$393.8K0.01%00.0%Unchanged
Wellington Shields & Co., LLC1,100$393.8K0.09%00.0%Unchanged
Trail Ridge Investment Advisors, LLC1,128$403.8K0.26%−284−20.1%Reduced
Greenleaf Trust1,157$414.2K0.00%+71+6.5%Added
Wedge Capital Management L L P1,170$418.9K0.01%−123−9.5%Reduced
Graham Capital Management, L.P.1,171$419.2K0.01%+1,171New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC1,191$426.4K0.03%+1,191New
Metis Global Partners, LLC1,198$428.9K0.03%+384+47.2%Added
Keybank National Association1,199$429.3K0.00%−298−19.9%Reduced
D.A. Davidson & Co.1,200$429.9K0.00%−122−9.2%Reduced
Traynor Capital Management, Inc.1,218$436.1K0.07%00.0%Unchanged
Hillsdale Investment Management Inc.1,240$443.9K0.04%−300−19.5%Reduced
Arrow Investment Advisors, LLC1,243$445.0K0.33%−307−19.8%Reduced
Atlas Private Wealth Management1,250$447.5K0.27%−50−3.8%Reduced
Banque Pictet & Cie SA1,264$452.5K0.00%−850−40.2%Reduced
DuPont Capital Management Corp1,271$455.0K0.02%+1,156+1,005.2%Added
Checchi Capital Advisers, LLC1,287$460.8K0.04%−10−0.8%Reduced
Swiss Life Asset Management Ltd1,291$462.4K0.01%+86+7.1%Added