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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
Schechter Investment Advisors, LLC0$00.00%−739−100.0%Sold out
Edmond de Rothschild Holding S.A.0$00.00%−684−100.0%Sold out
First Hawaiian Bank0$00.00%−657−100.0%Sold out
Holocene Advisors, LP0$00.00%−649−100.0%Sold out
Pathstone Family Office, LLC0$00.00%−2,683−100.0%Sold out
Mount Yale Investment Advisors, LLC0$00.00%−611−100.0%Sold out
IAG Wealth Partners, LLC0$00.00%−208−100.0%Sold out
Institutional & Family Asset Management, LLC0$00.00%−181−100.0%Sold out
Comerica Securities,inc.0$00.00%−159−100.0%Sold out
One Wealth Advisors, LLC0$00.00%−142−100.0%Sold out
Spire Wealth Management0$00.00%−88−100.0%Sold out
Resurgent Financial Advisors LLC0$00.00%−65−100.0%Sold out
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.0$00.00%−60−100.0%Sold out
Accurate Wealth Management, LLC0$00.00%−37−100.0%Sold out
Dark Forest Capital Management LP0$00.00%−19−100.0%Sold out
Baker Avenue Asset Management, LP0$00.00%−13−100.0%Sold out
American National Bank0$00.00%−6−100.0%Sold out
McElhenny Sheffield Capital Management, LLC0$00.00%−2−100.0%Sold out
Beaird Harris Wealth Management, LLC0$00.00%−2−100.0%Sold out
EWG Elevate Inc.0$00.00%−1−100.0%Sold out
Umb Bank N A0$00.00%−1−100.0%Sold out
Rothschild & Co Asset Management US Inc.––––Not filed
Alaska Permanent Fund Corp––––Not filed
Seeyond––––Not filed
Comerica Bank––––Not filed
Delphi Management Inc––––Not filed
Gofen & Glossberg LLC––––Not filed
Zeke Capital Advisors, LLC––––Not filed
Financial Advisors Network, Inc.––––Not filed
CoreCap Advisors, LLC––––Not filed
Heritage Wealth Management, LLC––––Not filed