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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
Gotham Asset Management, LLC3,081$1.10M0.03%+3,081New
Westpac Banking Corp3,075$1.10M0.01%−140−4.4%Reduced
Advisor Partners II, LLC3,066$1.10M0.06%+84+2.8%Added
Virtu Financial LLC3,056$1.09M0.12%+3,056New
Synovus Financial Corp3,043$1.09M0.01%+90+3.0%Added
Maryland State Retirement & Pension System3,011$1.08M0.02%00.0%Unchanged
Crossmark Global Holdings, Inc.2,998$1.07M0.03%−194−6.1%Reduced
Oppenheimer Asset Management Inc.2,904$1.04M0.02%+1,241+74.6%Added
Cary Street Partner Investment Advisory LLC2,899$1.04M0.07%+8+0.3%Added
Ossiam2,871$1.03M0.02%−671−18.9%Reduced
Everence Capital Management Inc2,840$1.02M0.08%00.0%Unchanged
Veriti Management LLC2,815$1.01M0.12%+12+0.4%Added
Brinker Capital Investments, LLC2,795$1.00M0.01%−130−4.4%Reduced
Orion Portfolio Solutions, LLC2,795$1.00M0.01%+2,795New
NorthCrest Asset Manangement, LLC2,790$998.9K0.04%+20+0.7%Added
Teza Capital Management LLC2,758$987.4K0.21%−2,352−46.0%Reduced
Cantor Fitzgerald, L. P.2,758$987.4K0.02%−69−2.4%Reduced
CIBC World Markets Inc.2,753$986.0K0.00%+1,969+251.1%Added
Ingalls & Snyder LLC2,721$974.0K0.05%+101+3.9%Added
O'Shaughnessy Asset Management, LLC2,714$971.7K0.02%+206+8.2%Added
American Trust2,686$961.6K0.07%+220+8.9%Added
Dana Investment Advisors, Inc.2,635$943.4K0.05%−51−1.9%Reduced
Horizon Investments, LLC2,575$921.9K0.03%−630−19.7%Reduced
PAX Financial Group, LLC2,519$902.0K0.22%−146−5.5%Reduced
Louisiana State Employees Retirement System2,500$895.0K0.02%00.0%Unchanged
Uncommon Cents Investing LLC2,499$894.7K0.33%−25−1.0%Reduced
Toroso Investments, LLC2,477$887.0K0.03%+2,477New
Cornercap Investment Counsel Inc2,470$884.3K0.16%+2,470New
Pacer Advisors, Inc.2,465$882.5K0.00%+1,656+204.7%Added
Citadel Investment Advisory, Inc.2,450$877.0K0.60%00.0%Unchanged
Balentine LLC2,445$875.4K0.03%−433−15.0%Reduced
USA Financial Portformulas Corp2,443$874.6K1.42%+2,443New
Dai-Ichi Life Insurance Company, Ltd2,443$874.6K0.02%00.0%Unchanged
Baird Financial Group, Inc.2,410$862.8K0.00%+1,105+84.7%Added
ExodusPoint Capital Management, LP2,347$840.0K0.01%+2,347New
Shay Capital LLC2,250$805.5K0.33%+2,250New
Leuthold Group, LLC2,198$786.9K0.10%−114−4.9%Reduced
FJ Capital Management LLC2,186$782.6K0.10%+2,186New
Stifel Financial Corp2,185$782.3K0.00%+365+20.1%Added
Banque Cantonale Vaudoise2,185$782.0K0.04%+1,100+101.4%Added
Guggenheim Capital LLC2,142$766.9K0.01%+1,051+96.3%Added
Y-Intercept (Hong Kong) Ltd2,129$762.2K0.09%+2,129New
Cambridge Investment Research Advisors, Inc.2,075$743.0K0.00%−196−8.6%Reduced
Symmetry Partners, LLC2,008$719.0K0.04%+139+7.4%Added
Norinchukin Bank, The2,006$718.2K0.01%+56+2.9%Added
Bank of Stockton1,971$705.7K0.25%−60−3.0%Reduced
Truist Financial Corp1,930$690.9K0.00%−886−31.5%Reduced
D. E. Shaw & Co., Inc.1,920$687.4K0.00%+1,920New
Contravisory Investment Management, Inc.1,919$687.0K0.19%+20+1.1%Added
HighTower Advisors, LLC1,892$676.0K0.00%+107+6.0%Added
C2C Wealth Management, LLC1,820$665.7K0.11%+1,820New
New Mexico Educational Retirement Board1,800$644.0K0.03%−100−5.3%Reduced
Bartlett & Co. LLC1,787$640.0K0.01%00.0%Unchanged
Bartlett & Co. Wealth Management LLC1,787$639.8K0.01%00.0%Unchanged
Metropolitan Life Insurance Co1,753$627.6K0.03%−460−20.8%Reduced
Connectus Wealth, LLC1,745$625.9K0.02%+1,745New
Empirical Asset Management, LLC1,732$620.1K0.59%+1,732New
Vontobel Holding Ltd.1,712$612.9K0.01%00.0%Unchanged
Ontario Teachers Pension Plan Board1,711$612.6K0.01%−1,192−41.1%Reduced
Connor, Clark & Lunn Investment Management Ltd.1,691$605.4K0.00%+1,691New
Lingohr & Partner Asset Management GmbH1,662$595.0K1.52%00.0%Unchanged
Commerce Bank1,655$592.5K0.00%+22+1.3%Added
Unison Advisors LLC1,620$580.0K0.06%+9+0.6%Added
Vident Investment Advisory, LLC1,593$570.3K0.02%+26+1.7%Added
Susquehanna Fundamental Investments, LLC1,518$543.5K0.01%00.0%Unchanged
Jefferies Financial Group Inc.1,517$543.1K0.01%−2,012−57.0%Reduced
Erste Asset Management GmbH1,507$537.1K0.01%+807+115.3%Added
Aull & Monroe Investment Management Corp1,500$537.0K0.27%00.0%Unchanged
Harbor Advisors LLC1,500$537.0K0.13%00.0%Unchanged
Huntington National Bank1,451$519.5K0.01%+20+1.4%Added
CWM Advisors, LLC1,448$518.3K0.07%−1,226−45.8%Reduced
Rowland & Co Investment Counsel1,445$517.3K0.13%00.0%Unchanged
Atlas Capital Advisors LLC1,411$505.2K0.08%00.0%Unchanged
Stratos Wealth Partners, LTD.1,410$504.8K0.01%+1,410New
Weiss Asset Management LP1,400$501.2K0.04%+1,400New
Kentucky Retirement Systems Insurance Trust Fund1,394$499.0K0.04%−18−1.3%Reduced
Lombard Odier Asset Management (Switzerland) SA1,390$497.6K0.04%+427+44.3%Added
Avidian Wealth Solutions, LLC1,380$494.1K0.03%00.0%Unchanged
Transatlantique Private Wealth LLC1,362$487.6K0.27%00.0%Unchanged
Capula Management Ltd1,326$474.7K0.04%+336+33.9%Added
Summit Global Investments1,318$472.0K0.04%+13+1.0%Added
Elevated Capital Advisors, LLC1,294$463.3K0.17%+6+0.5%Added
Legacy Wealth Asset Management, LLC1,292$462.6K0.17%+20+1.6%Added
Swiss Life Asset Management Ltd1,291$462.4K0.01%+86+7.1%Added
Checchi Capital Advisers, LLC1,287$460.8K0.04%−10−0.8%Reduced
DuPont Capital Management Corp1,271$455.0K0.02%+1,156+1,005.2%Added
Banque Pictet & Cie SA1,264$452.5K0.00%−850−40.2%Reduced
Atlas Private Wealth Management1,250$447.5K0.27%−50−3.8%Reduced
Arrow Investment Advisors, LLC1,243$445.0K0.33%−307−19.8%Reduced
Hillsdale Investment Management Inc.1,240$443.9K0.04%−300−19.5%Reduced
Traynor Capital Management, Inc.1,218$436.1K0.07%00.0%Unchanged
D.A. Davidson & Co.1,200$429.9K0.00%−122−9.2%Reduced
Keybank National Association1,199$429.3K0.00%−298−19.9%Reduced
Metis Global Partners, LLC1,198$428.9K0.03%+384+47.2%Added
Nelson, Van Denburg & Campbell Wealth Management Group, LLC1,191$426.4K0.03%+1,191New
Graham Capital Management, L.P.1,171$419.2K0.01%+1,171New
Wedge Capital Management L L P1,170$418.9K0.01%−123−9.5%Reduced
Greenleaf Trust1,157$414.2K0.00%+71+6.5%Added
Trail Ridge Investment Advisors, LLC1,128$403.8K0.26%−284−20.1%Reduced
HM Payson & Co1,100$393.8K0.01%00.0%Unchanged