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, Q2 2023
Institutional positions in Everest Group, Ltd. as of Jun 30, 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
- 582
- +1 vs. Q1 2023
- Shares held
- 40.0M
- +2.14M (+5.6%) vs. Q1 2023
- Total value
- $13.7B
- +$616.3M (+4.7%) vs. Q1 2023
- New holders
- 75
- 217 more added
- Sold out
- 74
- 199 more reduced
2 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Everest Group, Ltd.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tfo-TDC, LLC | 1 | $342 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 1 | $342 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 1 | $342 | 0.00% | +1 | New |
| Motco | 1 | $342 | 0.00% | +1 | New |
| Abound Wealth Management | 1 | $344 | 0.00% | +1 | New |
| BDO Wealth Advisors, LLC | 2 | $684 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 2 | $684 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 3 | $1.00K | 0.00% | +1+50.0% | Added |
| Newbridge Financial Services Group, Inc. | 3 | $1.03K | 0.00% | −6−66.7% | Reduced |
| Prestige Wealth Management Group LLC | 3 | $1.03K | 0.00% | −1−25.0% | Reduced |
| Global Retirement Partners, LLC | 3 | $1.03K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 3 | $1.03K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 3 | $1.03K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 3 | $1.03K | 0.00% | +3 | New |
| Raffa Wealth Management, LLC | 4 | $1.37K | 0.00% | −50−92.6% | Reduced |
| JJJ Advisors Inc. | 4 | $1.37K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 4 | $1.37K | 0.00% | +4 | New |
| Washington Trust Co | 5 | $1.71K | 0.00% | −1−16.7% | Reduced |
| Capital Analysts, LLC | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 18 | $2.04K | 0.00% | +16+800.0% | Added |
| JNBA Financial Advisors | 6 | $2.05K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 6 | $2.05K | 0.00% | +2+50.0% | Added |
| Stonebridge Capital Advisors LLC | 7 | $2.39K | 0.00% | −20−74.1% | Reduced |
| Disciplined Investments, LLC | 7 | $2.39K | 0.00% | +1+16.7% | Added |
| Steward Partners Investment Advisory, LLC | 8 | $2.73K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 9 | $3.00K | 0.00% | −80−89.9% | Reduced |
| SkyView Investment Advisors, LLC | 8 | $3.00K | 0.00% | +5+166.7% | Added |
| AdvisorNet Financial, Inc | 9 | $3.08K | 0.00% | −29−76.3% | Reduced |
| Horan Securities, Inc. | 9 | $3.08K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 10 | $3.42K | 0.00% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 10 | $3.42K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 10 | $3.42K | 0.00% | −1−9.1% | Reduced |
| Independence Bank of Kentucky | 12 | $4.10K | 0.00% | +12 | New |
| Harvest Fund Management Co., Ltd | 15 | $5.00K | 0.00% | −422−96.6% | Reduced |
| Park Place Capital Corp | 20 | $5.42K | 0.00% | −27−57.4% | Reduced |
| TD Waterhouse Canada Inc. | 17 | $5.80K | 0.00% | −4−19.0% | Reduced |
| WR Wealth Planners, LLC | 17 | $5.81K | 0.00% | −12−41.4% | Reduced |
| Sound Income Strategies, LLC | 17 | $5.81K | 0.00% | +17 | New |
| GW&K Investment Management, LLC | 18 | $6.00K | 0.00% | +18 | New |
| Hollencrest Capital Management | 20 | $6.84K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 20 | $6.84K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 23 | $7.86K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 24 | $8.21K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 342 | $8.40K | 0.04% | −16−4.5% | Reduced |
| JFS Wealth Advisors, LLC | 25 | $8.55K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 26 | $8.89K | 0.00% | +3+13.0% | Added |
| Farmers & Merchants Investments Inc | 27 | $9.23K | 0.00% | −3−10.0% | Reduced |
| Covestor Ltd | 28 | $10.0K | 0.01% | −229−89.1% | Reduced |
| Private Trust Co NA | 30 | $10.3K | 0.00% | −1−3.2% | Reduced |
| CVA Family Office, LLC | 30 | $10.3K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 31 | $10.6K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 34 | $11.6K | 0.00% | −10−22.7% | Reduced |
| Chelsea Counsel Co | 35 | $12.0K | 0.01% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 39 | $13.3K | 0.00% | +39 | New |
| GHP Investment Advisors, Inc. | 41 | $14.6K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 48 | $16.0K | 0.00% | −11−18.6% | Reduced |
| TD Private Client Wealth LLC | 49 | $16.8K | 0.00% | −495−91.0% | Reduced |
| Riverview Trust Co | 55 | $18.8K | 0.02% | 00.0% | Unchanged |
| Industrial Alliance Investment Management Inc. | 56 | $19.0K | 0.01% | −735−92.9% | Reduced |
| Clear Street Markets LLC | 57 | $19.0K | 0.01% | −19−25.0% | Reduced |
| Piscataqua Savings Bank | 56 | $19.1K | 0.02% | −5−8.2% | Reduced |
| Twin Tree Management, LP | 56 | $19.1K | 0.00% | +56 | New |
| Ronald Blue Trust, Inc. | 58 | $21.0K | 0.00% | −35−37.6% | Reduced |
| Zions Bancorporation, N.A. | 62 | $21.2K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 62 | $21.2K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 63 | $21.5K | 0.00% | −2−3.1% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 64 | $21.9K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 69 | $23.6K | 0.00% | +14+25.5% | Added |
| Massmutual Trust Co FSB | 72 | $24.6K | 0.00% | +33+84.6% | Added |
| Heritage Wealth Advisors | 80 | $27.3K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 80 | $27.3K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 82 | $29.5K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 90 | $30.8K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 94 | $31.1K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 100 | $34.0K | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 104 | $35.6K | 0.01% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 111 | $38.0K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 111 | $38.0K | 0.00% | +6+5.7% | Added |
| Fred Alger Management, LLC | 124 | $42.4K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 128 | $43.8K | 0.00% | −18−12.3% | Reduced |
| Parkside Financial Bank & Trust | 137 | $46.8K | 0.01% | −5−3.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 150 | $51.3K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 152 | $52.0K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 157 | $53.7K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 159 | $54.4K | 0.02% | 00.0% | Unchanged |
| Ci Investments Inc. | 180 | $62.0K | 0.00% | +95+111.8% | Added |
| Quadrant Capital Group LLC | 186 | $63.6K | 0.01% | −14−7.0% | Reduced |
| West Tower Group, LLC | 189 | $64.6K | 0.05% | +189 | New |
| First Financial Corp | 200 | $68.4K | 0.04% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 232 | $79.3K | 0.01% | +1+0.4% | Added |
| Parallel Advisors, LLC | 240 | $82.0K | 0.00% | −10−4.0% | Reduced |
| Versant Capital Management, Inc | 241 | $82.4K | 0.03% | +3+1.3% | Added |
| Colonial Trust Co | 242 | $82.7K | 0.02% | +6+2.5% | Added |
| Asset Dedication, LLC | 250 | $85.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 255 | $87.2K | 0.00% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 257 | $88.0K | 0.03% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 300 | $102.6K | 0.00% | +300 | New |
| AlphaCentric Advisors LLC | 317 | $108.4K | 0.06% | +317 | New |
| Counterpoint Mutual Funds LLC | 347 | $118.6K | 0.11% | +347 | New |
| DuPont Capital Management Corp | 372 | $127.2K | 0.01% | −899−70.7% | Reduced |