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 |
|---|---|---|---|---|---|
| Transatlantique Private Wealth LLC | 1,646 | $562.7K | 0.29% | +284+20.9% | Added |
| Lingohr & Partner Asset Management GmbH | 1,662 | $568.0K | 1.45% | 00.0% | Unchanged |
| La Banque Postale Asset Management SA | 1,701 | $581.5K | 0.01% | +1,701 | New |
| Inceptionr LLC | 1,733 | $592.4K | 0.32% | +1,733 | New |
| Bartlett & Co. LLC | 1,747 | $597.0K | 0.01% | −40−2.2% | Reduced |
| Bartlett & Co. Wealth Management LLC | 1,747 | $597.2K | 0.01% | −40−2.2% | Reduced |
| Argent Trust Co | 1,752 | $598.9K | 0.03% | +1,752 | New |
| ISAM Funds (UK) Ltd | 1,804 | $616.7K | 0.55% | +1,804 | New |
| GTS Securities LLC | 1,842 | $629.7K | 0.02% | +1,842 | New |
| Connectus Wealth, LLC | 1,862 | $638.8K | 0.01% | +117+6.7% | Added |
| Metropolitan Life Insurance Co | 1,869 | $638.9K | 0.03% | +116+6.6% | Added |
| Symmetry Partners, LLC | 1,869 | $639.0K | 0.03% | −139−6.9% | Reduced |
| Campbell & CO Investment Adviser LLC | 1,889 | $645.8K | 0.12% | +1,889 | New |
| New Mexico Educational Retirement Board | 1,900 | $650.0K | 0.03% | +100+5.6% | Added |
| Quantinno Capital Management LP | 1,905 | $651.0K | 0.04% | +967+103.1% | Added |
| Toroso Investments, LLC | 1,922 | $657.0K | 0.02% | −555−22.4% | Reduced |
| Contravisory Investment Management, Inc. | 1,944 | $664.6K | 0.18% | +25+1.3% | Added |
| Bank of Stockton | 1,961 | $670.4K | 0.23% | −10−0.5% | Reduced |
| Empirical Asset Management, LLC | 1,964 | $671.3K | 0.59% | +232+13.4% | Added |
| Investment Management Corp of Ontario | 1,991 | $680.6K | 0.03% | +1,991 | New |
| Cozad Asset Management Inc | 2,035 | $695.7K | 0.09% | +2,035 | New |
| HighTower Advisors, LLC | 2,090 | $717.0K | 0.00% | +198+10.5% | Added |
| Vontobel Holding Ltd. | 2,112 | $722.0K | 0.01% | +400+23.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 2,122 | $725.0K | 0.00% | +47+2.3% | Added |
| Two Sigma Securities, LLC | 2,131 | $728.5K | 0.06% | +2,131 | New |
| Banque Cantonale Vaudoise | 2,185 | $747.0K | 0.03% | 00.0% | Unchanged |
| Leuthold Group, LLC | 2,198 | $751.4K | 0.10% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 2,200 | $752.0K | 0.00% | −4,700−68.1% | Reduced |
| Mirabella Financial Services LLP | 2,209 | $755.2K | 0.09% | +2,209 | New |
| O'Shaughnessy Asset Management, LLC | 2,325 | $794.8K | 0.01% | −389−14.3% | Reduced |
| Cetera Investment Advisers | 2,327 | $795.4K | 0.01% | −911−28.1% | Reduced |
| Balentine LLC | 2,345 | $801.7K | 0.03% | −100−4.1% | Reduced |
| Citadel Investment Advisory, Inc. | 2,350 | $803.0K | 0.52% | −100−4.1% | Reduced |
| USA Financial Portformulas Corp | 2,390 | $817.0K | 1.25% | −53−2.2% | Reduced |
| Swiss Life Asset Management Ltd | 2,392 | $818.4K | 0.01% | +1,101+85.3% | Added |
| American Trust | 2,398 | $819.8K | 0.06% | −288−10.7% | Reduced |
| Centiva Capital, LP | 2,413 | $824.9K | 0.04% | −3,034−55.7% | Reduced |
| Baird Financial Group, Inc. | 2,413 | $824.9K | 0.00% | +3+0.1% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 2,443 | $835.2K | 0.02% | 00.0% | Unchanged |
| Horizon Investments, LLC | 2,446 | $836.2K | 0.02% | −129−5.0% | Reduced |
| Avidian Wealth Solutions, LLC | 2,463 | $842.0K | 0.06% | +1,083+78.5% | Added |
| Uncommon Cents Investing LLC | 2,529 | $864.6K | 0.31% | +30+1.2% | Added |
| Brinker Capital Investments, LLC | 2,549 | $871.4K | 0.01% | −246−8.8% | Reduced |
| Orion Portfolio Solutions, LLC | 2,549 | $871.4K | 0.01% | −246−8.8% | Reduced |
| Virtu Financial LLC | 2,606 | $891.0K | 0.07% | −450−14.7% | Reduced |
| Peapack Gladstone Financial Corp | 2,619 | $895.0K | 0.02% | −1,056−28.7% | Reduced |
| PAX Financial Group, LLC | 2,631 | $899.4K | 0.20% | +112+4.4% | Added |
| Natixis | 2,633 | $900.1K | 0.01% | −3,294−55.6% | Reduced |
| Dana Investment Advisors, Inc. | 2,635 | $900.8K | 0.04% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 2,652 | $906.6K | 0.00% | +187+7.6% | Added |
| Ergoteles LLC | 2,657 | $908.3K | 0.04% | +2,657 | New |
| Louisiana State Employees Retirement System | 2,700 | $923.0K | 0.02% | +200+8.0% | Added |
| Cantor Fitzgerald, L. P. | 2,709 | $926.1K | 0.02% | −49−1.8% | Reduced |
| Oppenheimer Asset Management Inc. | 2,714 | $927.8K | 0.01% | −190−6.5% | Reduced |
| Stifel Financial Corp | 2,741 | $937.4K | 0.00% | +556+25.4% | Added |
| Advisor Group Holdings, Inc. | 2,776 | $948.9K | 0.00% | −3,118−52.9% | Reduced |
| NorthCrest Asset Manangement, LLC | 2,790 | $953.8K | 0.04% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 2,799 | $957.0K | 0.00% | +2,799 | New |
| Verition Fund Management LLC | 2,800 | $957.2K | 0.01% | −964−25.6% | Reduced |
| Veriti Management LLC | 2,821 | $964.5K | 0.11% | +6+0.2% | Added |
| Everence Capital Management Inc | 2,840 | $966.0K | 0.08% | 00.0% | Unchanged |
| Synovus Financial Corp | 2,842 | $971.6K | 0.01% | −201−6.6% | Reduced |
| Advisors Asset Management, Inc. | 3,091 | $1.06M | 0.02% | +4+0.1% | Added |
| Ethic Inc. | 3,104 | $1.06M | 0.04% | −306−9.0% | Reduced |
| Janney Montgomery Scott LLC | 3,135 | $1.07M | 0.00% | −748−19.3% | Reduced |
| Icon Advisers Inc | 3,200 | $1.09M | 0.28% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 3,201 | $1.09M | 0.07% | +302+10.4% | Added |
| Ingalls & Snyder LLC | 3,203 | $1.09M | 0.05% | +482+17.7% | Added |
| Advisor Partners II, LLC | 3,204 | $1.10M | 0.05% | +138+4.5% | Added |
| Teza Capital Management LLC | 3,273 | $1.12M | 0.18% | +515+18.7% | Added |
| Maryland State Retirement & Pension System | 3,286 | $1.12M | 0.02% | +275+9.1% | Added |
| Daiwa Securities Group Inc. | 3,322 | $1.14M | 0.01% | +217+7.0% | Added |
| Oppenheimer & Co Inc | 3,338 | $1.14M | 0.02% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 3,198 | $1.15M | 0.02% | +200+6.7% | Added |
| The PNC Financial Services Group, Inc. | 3,415 | $1.17M | 0.00% | +228+7.2% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 3,428 | $1.17M | 0.02% | +167+5.1% | Added |
| Wexford Capital LP | 3,438 | $1.18M | 0.24% | +3,438 | New |
| Kentucky Retirement Systems | 3,447 | $1.18M | 0.04% | +350+11.3% | Added |
| Norinchukin Bank, The | 3,477 | $1.19M | 0.02% | +1,471+73.3% | Added |
| Harbor Advisors LLC | 3,500 | $1.20M | 0.25% | +2,000+133.3% | Added |
| Hartford Investment Management Co | 3,559 | $1.22M | 0.05% | −488−12.1% | Reduced |
| Securian Asset Management, Inc | 3,611 | $1.23M | 0.03% | +203+6.0% | Added |
| Mariner, LLC | 3,697 | $1.26M | 0.00% | −407−9.9% | Reduced |
| Teachers Retirement System of the State of Kentucky | 3,713 | $1.27M | 0.01% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 3,828 | $1.31M | 0.00% | −1,415−27.0% | Reduced |
| Whittier Trust Co | 3,841 | $1.31M | 0.02% | 00.0% | Unchanged |
| British Columbia Investment Management Corp | 3,858 | $1.32M | 0.01% | +386+11.1% | Added |
| M&T Bank Corp | 3,938 | $1.35M | 0.01% | −58−1.5% | Reduced |
| Ossiam | 3,974 | $1.36M | 0.02% | +1,103+38.4% | Added |
| Machina Capital S.A.S. | 4,036 | $1.38M | 0.78% | +2,994+287.3% | Added |
| JustInvest LLC | 4,037 | $1.38M | 0.04% | +112+2.9% | Added |
| Public Employees Retirement Association of Colorado | 4,099 | $1.40M | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 4,200 | $1.44M | 0.01% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 4,298 | $1.47M | 0.01% | −952−18.1% | Reduced |
| Globeflex Capital L P | 4,307 | $1.47M | 0.16% | −904−17.3% | Reduced |
| Gulf International Bank (UK) Ltd | 4,351 | $1.49M | 0.04% | −859−16.5% | Reduced |
| Quantamental Technologies LLC | 4,351 | $1.49M | 0.62% | +4,351 | New |
| Verdad Advisers, LP | 4,455 | $1.52M | 2.39% | −545−10.9% | Reduced |
| Nissay Asset Management Corp | 4,539 | $1.55M | 0.01% | +272+6.4% | Added |
| Assetmark, Inc | 4,605 | $1.57M | 0.01% | +799+21.0% | Added |