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 |
|---|---|---|---|---|---|
| Achmea Investment Management B.V. | 111 | $40.0K | 0.00% | −1,796−94.2% | Reduced |
| Loomis Sayles & Co L P | 105 | $38.0K | 0.00% | +39+59.1% | Added |
| Thompson Investment Management, Inc. | 104 | $37.2K | 0.01% | +104 | New |
| Benjamin F. Edwards & Company, Inc. | 100 | $36.0K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 92 | $32.9K | 0.00% | +39+73.6% | Added |
| Cambridge Trust Co | 90 | $32.2K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 89 | $32.0K | 0.01% | +82+1,171.4% | Added |
| DT Investment Partners, LLC | 82 | $31.2K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 94 | $31.1K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 93 | $31.0K | 0.00% | −11−10.6% | Reduced |
| Ci Investments Inc. | 85 | $30.0K | 0.00% | +83+4,150.0% | Added |
| Heritage Wealth Advisors | 80 | $28.6K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 80 | $28.6K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 76 | $27.0K | 0.01% | +37+94.9% | Added |
| Lindbrook Capital, LLC | 65 | $23.3K | 0.00% | +2+3.2% | Added |
| Moisand Fitzgerald Tamayo, LLC | 64 | $22.9K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 62 | $22.2K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 62 | $22.2K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 61 | $21.8K | 0.02% | −4−6.2% | Reduced |
| TD Ameritrade Investment Management, LLC | 59 | $21.0K | 0.00% | −44−42.7% | Reduced |
| Allworth Financial LP | 55 | $19.7K | 0.00% | −2−3.5% | Reduced |
| Riverview Trust Co | 55 | $19.7K | 0.02% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 54 | $19.3K | 0.01% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 51 | $18.0K | 0.02% | +51 | New |
| Park Place Capital Corp | 47 | $16.8K | 0.00% | −52−52.5% | Reduced |
| First Horizon Advisors, Inc. | 44 | $15.8K | 0.00% | −10−18.5% | Reduced |
| GHP Investment Advisors, Inc. | 41 | $14.7K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 39 | $14.0K | 0.00% | +25+178.6% | Added |
| AdvisorNet Financial, Inc | 38 | $13.6K | 0.00% | +1+2.7% | Added |
| Chelsea Counsel Co | 35 | $12.5K | 0.01% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 35 | $12.5K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 31 | $11.1K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 31 | $11.1K | 0.01% | 00.0% | Unchanged |
| 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 |
| WR Wealth Planners, LLC | 29 | $10.4K | 0.00% | +24+480.0% | Added |
| KB Financial Partners, LLC | 29 | $10.0K | 0.00% | −23−44.2% | Reduced |
| Stonebridge Capital Advisors LLC | 27 | $9.67K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 25 | $8.95K | 0.00% | +3+13.6% | Added |
| Harbour Investments, Inc. | 24 | $8.59K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 23 | $8.23K | 0.00% | +2+9.5% | Added |
| Pinnacle Bancorp, Inc. | 23 | $8.23K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 23 | $8.00K | 0.00% | +13+130.0% | Added |
| Schubert & Co | 22 | $7.88K | 0.01% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 22 | $7.77K | 0.00% | +22 | New |
| TD Waterhouse Canada Inc. | 21 | $7.60K | 0.00% | −4−16.0% | Reduced |
| Glassman Wealth Services | 21 | $7.52K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 20 | $7.16K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 20 | $7.16K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 11 | $3.94K | 0.00% | +1+10.0% | Added |
| TCI Wealth Advisors, Inc. | 11 | $3.94K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 10 | $3.58K | 0.00% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 10 | $3.58K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 9 | $3.26K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 9 | $3.22K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 8 | $3.00K | 0.00% | −12−60.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 8 | $2.86K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 6 | $2.15K | 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 |
| Capital Analysts, LLC | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 5 | $1.79K | 0.00% | +5 | New |
| JJJ Advisors Inc. | 4 | $1.44K | 0.00% | −2−33.3% | Reduced |
| 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 |
| Core Alternative Capital | 4 | $1.43K | 0.00% | +4 | New |
| PEAK6 Investments LLC | 3 | $1.15K | 0.00% | +1+50.0% | Added |
| Global Retirement Partners, LLC | 3 | $1.13K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 3 | $1.07K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 3 | $1.07K | 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 |
| BerganKDV Wealth Management, LLC | 2 | $825 | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 2 | $717 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 2 | $716 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 2 | $716 | 0.00% | +2 | New |
| 25 LLC | 1 | $384 | 0.00% | +1 | New |
| Tfo-TDC, LLC | 1 | $358 | 0.00% | −13−92.9% | Reduced |
| Highline Wealth Partners LLC | 1 | $358 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 358 | $316 | 0.01% | +358 | New |
| IFP Advisors, Inc | 2 | $227 | 0.00% | −247−99.2% | Reduced |
| Avion Wealth | 2 | $0 | 0.00% | +2 | New |
| Miller Howard Investments Inc | 0 | $0 | 0.00% | −130,143−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −28,351−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −24,491−100.0% | Sold out |
| Berger Financial Group, Inc | 0 | $0 | 0.00% | −14,325−100.0% | Sold out |
| Fca Corp | 0 | $0 | 0.00% | −10,506−100.0% | Sold out |
| Sompo Asset Management Co., Ltd. | 0 | $0 | 0.00% | −6,470−100.0% | Sold out |
| Hussman Strategic Advisors, Inc. | 0 | $0 | 0.00% | −6,200−100.0% | Sold out |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −2,977−100.0% | Sold out |
| Strategy Asset Managers LLC | 0 | $0 | 0.00% | −2,256−100.0% | Sold out |
| Moreno Evelyn V | 0 | $0 | 0.00% | −1,800−100.0% | Sold out |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −1,748−100.0% | Sold out |
| Vestmark Advisory Solutions, Inc. | 0 | $0 | 0.00% | −1,611−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −1,606−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −1,496−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −976−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| Independent Solutions Wealth Management, LLC | 0 | $0 | 0.00% | −816−100.0% | Sold out |