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 |
|---|---|---|---|---|---|
| Wellington Shields & Co., LLC | 1,100 | $393.8K | 0.09% | 00.0% | Unchanged |
| MAI Capital Management | 1,093 | $391.3K | 0.01% | +116+11.9% | Added |
| Raymond James Trust N.A. | 1,093 | $391.0K | 0.01% | −126−10.3% | Reduced |
| Exchange Traded Concepts, LLC | 1,091 | $390.6K | 0.01% | −981−47.3% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 1,077 | $385.2K | 0.00% | +216+25.1% | Added |
| Wakefield Asset Management LLLP | 1,049 | $375.6K | 0.16% | +1,049 | New |
| Central Trust Co | 1,045 | $374.1K | 0.01% | +113+12.1% | Added |
| Machina Capital S.A.S. | 1,042 | $373.1K | 0.33% | +1,042 | New |
| GWM Advisors LLC | 1,037 | $371.3K | 0.00% | +204+24.5% | Added |
| Ieq Capital, LLC | 1,027 | $367.4K | 0.01% | +179+21.1% | Added |
| 180 Wealth Advisors, LLC | 1,021 | $365.5K | 0.09% | +1,021 | New |
| KCM Investment Advisors LLC | 1,016 | $363.8K | 0.01% | 00.0% | Unchanged |
| Creative Planning | 1,010 | $361.7K | 0.00% | +384+61.3% | Added |
| Chesley Taft & Associates LLC | 1,010 | $361.6K | 0.02% | −15−1.5% | Reduced |
| Moors & Cabot, Inc. | 1,000 | $358.0K | 0.02% | −50−4.8% | Reduced |
| Versor Investments LP | 993 | $355.5K | 0.05% | +993 | New |
| Seelaus Asset Management LLC | 947 | $350.0K | 0.26% | −470−33.2% | Reduced |
| Centaurus Financial, Inc. | 957 | $343.0K | 0.03% | −73−7.1% | Reduced |
| SRB Corp | 946 | $338.7K | 0.02% | −460−32.7% | Reduced |
| Clarius Group, LLC | 944 | $338.0K | 0.03% | +33+3.6% | Added |
| Quantinno Capital Management LP | 938 | $336.0K | 0.02% | +938 | New |
| Vestcor Inc | 935 | $335.0K | 0.01% | −2,385−71.8% | Reduced |
| Tokio Marine Asset Management Co Ltd | 932 | $333.7K | 0.02% | +58+6.6% | Added |
| Stephens Inc | 930 | $333.0K | 0.01% | −171−15.5% | Reduced |
| MQS Management LLC | 916 | $327.9K | 0.21% | +916 | New |
| Pitcairn Co | 912 | $326.5K | 0.03% | 00.0% | Unchanged |
| Forum Financial Management, LP | 909 | $325.4K | 0.01% | 00.0% | Unchanged |
| GW Henssler & Associates Ltd | 894 | $320.1K | 0.02% | −8−0.9% | Reduced |
| Eqis Capital Management, Inc. | 853 | $305.6K | 0.03% | +853 | New |
| Klingenstein Fields & Co LP | 850 | $304.3K | 0.02% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 848 | $303.5K | 0.00% | +21+2.5% | Added |
| Rockefeller Capital Management L.P. | 828 | $296.0K | 0.00% | +34+4.3% | Added |
| E&G Advisors, LP | 800 | $286.4K | 0.11% | +50+6.7% | Added |
| Industrial Alliance Investment Management Inc. | 791 | $283.0K | 0.01% | +791 | New |
| Prelude Capital Management, LLC | 786 | $281.4K | 0.02% | +786 | New |
| Bridgefront Capital, LLC | 782 | $280.0K | 0.17% | −78−9.1% | Reduced |
| Essex Investment Management Co LLC | 773 | $276.7K | 0.04% | −58−7.0% | Reduced |
| RWM Asset Management, LLC | 769 | $275.4K | 0.06% | −192−20.0% | Reduced |
| Avantax Advisory Services, Inc. | 754 | $270.0K | 0.00% | 00.0% | Unchanged |
| Qsemble Capital Management, LP | 750 | $268.5K | 0.18% | +750 | New |
| Leonteq Securities AG | 741 | $265.3K | 0.02% | +232+45.6% | Added |
| Thomas White International Ltd | 740 | $264.9K | 0.06% | 00.0% | Unchanged |
| Bessemer Group Inc | 739 | $264.0K | 0.00% | −65−8.1% | Reduced |
| Paragon Capital Management Ltd | 737 | $263.9K | 0.06% | −3−0.4% | Reduced |
| Squarepoint Ops LLC | 733 | $262.4K | 0.00% | −5,127−87.5% | Reduced |
| Ancora Advisors, LLC | 725 | $259.6K | 0.01% | 00.0% | Unchanged |
| Qtron Investments LLC | 707 | $253.1K | 0.05% | +707 | New |
| Hyman Charles D | 700 | $251.0K | 0.02% | 00.0% | Unchanged |
| Savant Capital, LLC | 693 | $248.0K | 0.00% | +82+13.4% | Added |
| Measured Wealth Private Client Group, LLC | 685 | $245.2K | 0.09% | −214−23.8% | Reduced |
| Gsa Capital Partners LLP | 675 | $242.0K | 0.02% | +675 | New |
| Cognios Beta Neutral Large Cap Fund, LP | 675 | $240.4K | 0.23% | −367−35.2% | Reduced |
| Monument Capital Management | 671 | $240.2K | 0.08% | +671 | New |
| Brookstone Capital Management | 659 | $239.6K | 0.00% | −511−43.7% | Reduced |
| Legacy Capital Group California, Inc. | 667 | $238.8K | 0.12% | +667 | New |
| Tower Research Capital LLC (TRC) | 659 | $236.0K | 0.01% | −169−20.4% | Reduced |
| Texas Yale Capital Corp. | 650 | $232.7K | 0.01% | 00.0% | Unchanged |
| Group One Trading, L.P. | 637 | $228.1K | 0.01% | +637 | New |
| Trust Investment Advisors | 631 | $225.9K | 0.20% | +631 | New |
| Smithfield Trust Co | 630 | $225.0K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 623 | $223.1K | 0.04% | 00.0% | Unchanged |
| Wedmont Private Capital | 606 | $221.0K | 0.03% | +606 | New |
| Commonwealth Equity Services, LLC | 617 | $221.0K | 0.00% | +617 | New |
| Foundry Partners, LLC | 611 | $218.8K | 0.01% | +611 | New |
| Assenagon Asset Management S.A. | 591 | $211.6K | 0.00% | −81−12.1% | Reduced |
| Meeder Asset Management Inc | 580 | $207.7K | 0.02% | −200−25.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 562 | $201.3K | 0.00% | +7+1.3% | Added |
| TD Private Client Wealth LLC | 544 | $194.8K | 0.01% | −395−42.1% | Reduced |
| Fifth Third Bancorp | 540 | $193.3K | 0.00% | +16+3.1% | Added |
| Webster Bank, N. A. | 500 | $179.0K | 0.02% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 485 | $173.6K | 0.01% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 458 | $164.0K | 0.15% | +458 | New |
| AXS Investments LLC | 455 | $162.9K | 0.05% | −5−1.1% | Reduced |
| Grove Bank & Trust | 455 | $162.9K | 0.03% | +20+4.6% | Added |
| Harvest Fund Management Co., Ltd | 437 | $156.0K | 0.03% | +285+187.5% | Added |
| US Asset Management LLC | 388 | $139.0K | 0.14% | −15−3.7% | Reduced |
| Parallax Volatility Advisers, L.P. | 359 | $128.5K | 0.00% | −1,056−74.6% | Reduced |
| Advisory Services Network, LLC | 302 | $108.1K | 0.00% | −31−9.3% | Reduced |
| Sentry Investment Management LLC | 257 | $92.0K | 0.04% | 00.0% | Unchanged |
| Covestor Ltd | 257 | $92.0K | 0.08% | +43+20.1% | Added |
| Whittier Trust Co of Nevada Inc | 255 | $91.3K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 253 | $90.8K | 0.00% | +134+112.6% | Added |
| Asset Dedication, LLC | 250 | $90.0K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 250 | $89.5K | 0.00% | +19+8.2% | Added |
| Versant Capital Management, Inc | 238 | $85.2K | 0.03% | −3−1.2% | Reduced |
| Colonial Trust Co | 236 | $84.5K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 231 | $82.7K | 0.01% | +1+0.4% | Added |
| Fortis Capital Advisors, LLC | 228 | $81.6K | 0.04% | +228 | New |
| Altshuler Shaham Ltd | 218 | $78.0K | 0.00% | +218 | New |
| Quadrant Capital Group LLC | 200 | $71.6K | 0.01% | +19+10.5% | Added |
| First Financial Corp | 200 | $71.6K | 0.04% | 00.0% | Unchanged |
| Key Financial Inc | 159 | $56.9K | 0.02% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 157 | $56.2K | 0.02% | 00.0% | Unchanged |
| ING Groep NV | 155 | $55.5K | 0.00% | −16,004−99.0% | Reduced |
| GPS Wealth Strategies Group, LLC | 152 | $54.4K | 0.01% | +152 | New |
| Cullen/Frost Bankers, Inc. | 150 | $53.7K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 146 | $52.3K | 0.00% | +2+1.4% | Added |
| Parkside Financial Bank & Trust | 142 | $50.8K | 0.01% | +8+6.0% | Added |
| Clearstead Advisors, LLC | 125 | $44.8K | 0.00% | +125 | New |
| Fred Alger Management, LLC | 124 | $44.4K | 0.00% | +124 | New |