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 |
|---|---|---|---|---|---|
| Legacy Wealth Asset Management, LLC | 1,292 | $462.6K | 0.17% | +20+1.6% | Added |
| Elevated Capital Advisors, LLC | 1,294 | $463.3K | 0.17% | +6+0.5% | Added |
| Summit Global Investments | 1,318 | $472.0K | 0.04% | +13+1.0% | Added |
| Capula Management Ltd | 1,326 | $474.7K | 0.04% | +336+33.9% | Added |
| Transatlantique Private Wealth LLC | 1,362 | $487.6K | 0.27% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 1,380 | $494.1K | 0.03% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Switzerland) SA | 1,390 | $497.6K | 0.04% | +427+44.3% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 1,394 | $499.0K | 0.04% | −18−1.3% | Reduced |
| Weiss Asset Management LP | 1,400 | $501.2K | 0.04% | +1,400 | New |
| Stratos Wealth Partners, LTD. | 1,410 | $504.8K | 0.01% | +1,410 | New |
| Atlas Capital Advisors LLC | 1,411 | $505.2K | 0.08% | 00.0% | Unchanged |
| Rowland & Co Investment Counsel | 1,445 | $517.3K | 0.13% | 00.0% | Unchanged |
| CWM Advisors, LLC | 1,448 | $518.3K | 0.07% | −1,226−45.8% | Reduced |
| Huntington National Bank | 1,451 | $519.5K | 0.01% | +20+1.4% | Added |
| Aull & Monroe Investment Management Corp | 1,500 | $537.0K | 0.27% | 00.0% | Unchanged |
| Harbor Advisors LLC | 1,500 | $537.0K | 0.13% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 1,507 | $537.1K | 0.01% | +807+115.3% | Added |
| Jefferies Financial Group Inc. | 1,517 | $543.1K | 0.01% | −2,012−57.0% | Reduced |
| Susquehanna Fundamental Investments, LLC | 1,518 | $543.5K | 0.01% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 1,593 | $570.3K | 0.02% | +26+1.7% | Added |
| Unison Advisors LLC | 1,620 | $580.0K | 0.06% | +9+0.6% | Added |
| Commerce Bank | 1,655 | $592.5K | 0.00% | +22+1.3% | Added |
| Lingohr & Partner Asset Management GmbH | 1,662 | $595.0K | 1.52% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 1,691 | $605.4K | 0.00% | +1,691 | New |
| Ontario Teachers Pension Plan Board | 1,711 | $612.6K | 0.01% | −1,192−41.1% | Reduced |
| Vontobel Holding Ltd. | 1,712 | $612.9K | 0.01% | 00.0% | Unchanged |
| Empirical Asset Management, LLC | 1,732 | $620.1K | 0.59% | +1,732 | New |
| Connectus Wealth, LLC | 1,745 | $625.9K | 0.02% | +1,745 | New |
| Metropolitan Life Insurance Co | 1,753 | $627.6K | 0.03% | −460−20.8% | Reduced |
| Bartlett & Co. Wealth Management LLC | 1,787 | $639.8K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 1,787 | $640.0K | 0.01% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 1,800 | $644.0K | 0.03% | −100−5.3% | Reduced |
| C2C Wealth Management, LLC | 1,820 | $665.7K | 0.11% | +1,820 | New |
| HighTower Advisors, LLC | 1,892 | $676.0K | 0.00% | +107+6.0% | Added |
| Contravisory Investment Management, Inc. | 1,919 | $687.0K | 0.19% | +20+1.1% | Added |
| D. E. Shaw & Co., Inc. | 1,920 | $687.4K | 0.00% | +1,920 | New |
| Truist Financial Corp | 1,930 | $690.9K | 0.00% | −886−31.5% | Reduced |
| Bank of Stockton | 1,971 | $705.7K | 0.25% | −60−3.0% | Reduced |
| Norinchukin Bank, The | 2,006 | $718.2K | 0.01% | +56+2.9% | Added |
| Symmetry Partners, LLC | 2,008 | $719.0K | 0.04% | +139+7.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 2,075 | $743.0K | 0.00% | −196−8.6% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 2,129 | $762.2K | 0.09% | +2,129 | New |
| Guggenheim Capital LLC | 2,142 | $766.9K | 0.01% | +1,051+96.3% | Added |
| Banque Cantonale Vaudoise | 2,185 | $782.0K | 0.04% | +1,100+101.4% | Added |
| Stifel Financial Corp | 2,185 | $782.3K | 0.00% | +365+20.1% | Added |
| FJ Capital Management LLC | 2,186 | $782.6K | 0.10% | +2,186 | New |
| Leuthold Group, LLC | 2,198 | $786.9K | 0.10% | −114−4.9% | Reduced |
| Shay Capital LLC | 2,250 | $805.5K | 0.33% | +2,250 | New |
| ExodusPoint Capital Management, LP | 2,347 | $840.0K | 0.01% | +2,347 | New |
| Baird Financial Group, Inc. | 2,410 | $862.8K | 0.00% | +1,105+84.7% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 2,443 | $874.6K | 0.02% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 2,443 | $874.6K | 1.42% | +2,443 | New |
| Balentine LLC | 2,445 | $875.4K | 0.03% | −433−15.0% | Reduced |
| Citadel Investment Advisory, Inc. | 2,450 | $877.0K | 0.60% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 2,465 | $882.5K | 0.00% | +1,656+204.7% | Added |
| Cornercap Investment Counsel Inc | 2,470 | $884.3K | 0.16% | +2,470 | New |
| Toroso Investments, LLC | 2,477 | $887.0K | 0.03% | +2,477 | New |
| Uncommon Cents Investing LLC | 2,499 | $894.7K | 0.33% | −25−1.0% | Reduced |
| Louisiana State Employees Retirement System | 2,500 | $895.0K | 0.02% | 00.0% | Unchanged |
| PAX Financial Group, LLC | 2,519 | $902.0K | 0.22% | −146−5.5% | Reduced |
| Horizon Investments, LLC | 2,575 | $921.9K | 0.03% | −630−19.7% | Reduced |
| Dana Investment Advisors, Inc. | 2,635 | $943.4K | 0.05% | −51−1.9% | Reduced |
| American Trust | 2,686 | $961.6K | 0.07% | +220+8.9% | Added |
| O'Shaughnessy Asset Management, LLC | 2,714 | $971.7K | 0.02% | +206+8.2% | Added |
| Ingalls & Snyder LLC | 2,721 | $974.0K | 0.05% | +101+3.9% | Added |
| CIBC World Markets Inc. | 2,753 | $986.0K | 0.00% | +1,969+251.1% | Added |
| Teza Capital Management LLC | 2,758 | $987.4K | 0.21% | −2,352−46.0% | Reduced |
| Cantor Fitzgerald, L. P. | 2,758 | $987.4K | 0.02% | −69−2.4% | Reduced |
| NorthCrest Asset Manangement, LLC | 2,790 | $998.9K | 0.04% | +20+0.7% | Added |
| Brinker Capital Investments, LLC | 2,795 | $1.00M | 0.01% | −130−4.4% | Reduced |
| Orion Portfolio Solutions, LLC | 2,795 | $1.00M | 0.01% | +2,795 | New |
| Veriti Management LLC | 2,815 | $1.01M | 0.12% | +12+0.4% | Added |
| Everence Capital Management Inc | 2,840 | $1.02M | 0.08% | 00.0% | Unchanged |
| Ossiam | 2,871 | $1.03M | 0.02% | −671−18.9% | Reduced |
| Cary Street Partner Investment Advisory LLC | 2,899 | $1.04M | 0.07% | +8+0.3% | Added |
| Oppenheimer Asset Management Inc. | 2,904 | $1.04M | 0.02% | +1,241+74.6% | Added |
| Crossmark Global Holdings, Inc. | 2,998 | $1.07M | 0.03% | −194−6.1% | Reduced |
| Maryland State Retirement & Pension System | 3,011 | $1.08M | 0.02% | 00.0% | Unchanged |
| Synovus Financial Corp | 3,043 | $1.09M | 0.01% | +90+3.0% | Added |
| Virtu Financial LLC | 3,056 | $1.09M | 0.12% | +3,056 | New |
| Advisor Partners II, LLC | 3,066 | $1.10M | 0.06% | +84+2.8% | Added |
| Westpac Banking Corp | 3,075 | $1.10M | 0.01% | −140−4.4% | Reduced |
| Gotham Asset Management, LLC | 3,081 | $1.10M | 0.03% | +3,081 | New |
| Advisors Asset Management, Inc. | 3,087 | $1.11M | 0.02% | −695−18.4% | Reduced |
| Kentucky Retirement Systems | 3,097 | $1.11M | 0.04% | −10.0% | Reduced |
| Daiwa Securities Group Inc. | 3,105 | $1.11M | 0.01% | +178+6.1% | Added |
| The PNC Financial Services Group, Inc. | 3,187 | $1.14M | 0.00% | +16+0.5% | Added |
| Icon Advisers Inc | 3,200 | $1.15M | 0.29% | 00.0% | Unchanged |
| Cetera Investment Advisers | 3,238 | $1.16M | 0.01% | +308+10.5% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 3,261 | $1.17M | 0.02% | +48+1.5% | Added |
| Oppenheimer & Co Inc | 3,338 | $1.20M | 0.03% | −2,916−46.6% | Reduced |
| Securian Asset Management, Inc | 3,408 | $1.22M | 0.03% | +100+3.0% | Added |
| Ethic Inc. | 3,410 | $1.22M | 0.05% | +1,370+67.2% | Added |
| British Columbia Investment Management Corp | 3,472 | $1.24M | 0.01% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 3,491 | $1.25M | 0.00% | −146−4.0% | Reduced |
| Peapack Gladstone Financial Corp | 3,675 | $1.32M | 0.03% | +306+9.1% | Added |
| Teachers Retirement System of the State of Kentucky | 3,713 | $1.33M | 0.01% | 00.0% | Unchanged |
| Verition Fund Management LLC | 3,764 | $1.35M | 0.02% | +1,834+95.0% | Added |
| Assetmark, Inc | 3,806 | $1.36M | 0.01% | −1,899−33.3% | Reduced |
| Whittier Trust Co | 3,841 | $1.38M | 0.03% | 00.0% | Unchanged |