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 |
|---|---|---|---|---|---|
| Securian Asset Management, Inc | 3,611 | $1.23M | 0.03% | +203+6.0% | Added |
| Hartford Investment Management Co | 3,559 | $1.22M | 0.05% | −488−12.1% | Reduced |
| Harbor Advisors LLC | 3,500 | $1.20M | 0.25% | +2,000+133.3% | Added |
| Norinchukin Bank, The | 3,477 | $1.19M | 0.02% | +1,471+73.3% | Added |
| Kentucky Retirement Systems | 3,447 | $1.18M | 0.04% | +350+11.3% | Added |
| Wexford Capital LP | 3,438 | $1.18M | 0.24% | +3,438 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 3,428 | $1.17M | 0.02% | +167+5.1% | Added |
| The PNC Financial Services Group, Inc. | 3,415 | $1.17M | 0.00% | +228+7.2% | Added |
| Crossmark Global Holdings, Inc. | 3,198 | $1.15M | 0.02% | +200+6.7% | Added |
| Oppenheimer & Co Inc | 3,338 | $1.14M | 0.02% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 3,322 | $1.14M | 0.01% | +217+7.0% | Added |
| Maryland State Retirement & Pension System | 3,286 | $1.12M | 0.02% | +275+9.1% | Added |
| Teza Capital Management LLC | 3,273 | $1.12M | 0.18% | +515+18.7% | Added |
| Advisor Partners II, LLC | 3,204 | $1.10M | 0.05% | +138+4.5% | Added |
| Ingalls & Snyder LLC | 3,203 | $1.09M | 0.05% | +482+17.7% | Added |
| Cary Street Partner Investment Advisory LLC | 3,201 | $1.09M | 0.07% | +302+10.4% | Added |
| Icon Advisers Inc | 3,200 | $1.09M | 0.28% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 3,135 | $1.07M | 0.00% | −748−19.3% | Reduced |
| Ethic Inc. | 3,104 | $1.06M | 0.04% | −306−9.0% | Reduced |
| Advisors Asset Management, Inc. | 3,091 | $1.06M | 0.02% | +4+0.1% | Added |
| Synovus Financial Corp | 2,842 | $971.6K | 0.01% | −201−6.6% | Reduced |
| Everence Capital Management Inc | 2,840 | $966.0K | 0.08% | 00.0% | Unchanged |
| Veriti Management LLC | 2,821 | $964.5K | 0.11% | +6+0.2% | Added |
| Verition Fund Management LLC | 2,800 | $957.2K | 0.01% | −964−25.6% | Reduced |
| Arrowstreet Capital, Limited Partnership | 2,799 | $957.0K | 0.00% | +2,799 | New |
| NorthCrest Asset Manangement, LLC | 2,790 | $953.8K | 0.04% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,776 | $948.9K | 0.00% | −3,118−52.9% | Reduced |
| Stifel Financial Corp | 2,741 | $937.4K | 0.00% | +556+25.4% | Added |
| Oppenheimer Asset Management Inc. | 2,714 | $927.8K | 0.01% | −190−6.5% | Reduced |
| Cantor Fitzgerald, L. P. | 2,709 | $926.1K | 0.02% | −49−1.8% | Reduced |
| Louisiana State Employees Retirement System | 2,700 | $923.0K | 0.02% | +200+8.0% | Added |
| Ergoteles LLC | 2,657 | $908.3K | 0.04% | +2,657 | New |
| Pacer Advisors, Inc. | 2,652 | $906.6K | 0.00% | +187+7.6% | Added |
| Dana Investment Advisors, Inc. | 2,635 | $900.8K | 0.04% | 00.0% | Unchanged |
| Natixis | 2,633 | $900.1K | 0.01% | −3,294−55.6% | Reduced |
| PAX Financial Group, LLC | 2,631 | $899.4K | 0.20% | +112+4.4% | Added |
| Peapack Gladstone Financial Corp | 2,619 | $895.0K | 0.02% | −1,056−28.7% | Reduced |
| Virtu Financial LLC | 2,606 | $891.0K | 0.07% | −450−14.7% | Reduced |
| 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 |
| Uncommon Cents Investing LLC | 2,529 | $864.6K | 0.31% | +30+1.2% | Added |
| Avidian Wealth Solutions, LLC | 2,463 | $842.0K | 0.06% | +1,083+78.5% | Added |
| Horizon Investments, LLC | 2,446 | $836.2K | 0.02% | −129−5.0% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 2,443 | $835.2K | 0.02% | 00.0% | Unchanged |
| 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 |
| American Trust | 2,398 | $819.8K | 0.06% | −288−10.7% | Reduced |
| Swiss Life Asset Management Ltd | 2,392 | $818.4K | 0.01% | +1,101+85.3% | Added |
| USA Financial Portformulas Corp | 2,390 | $817.0K | 1.25% | −53−2.2% | Reduced |
| Citadel Investment Advisory, Inc. | 2,350 | $803.0K | 0.52% | −100−4.1% | Reduced |
| Balentine LLC | 2,345 | $801.7K | 0.03% | −100−4.1% | Reduced |
| Cetera Investment Advisers | 2,327 | $795.4K | 0.01% | −911−28.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 2,325 | $794.8K | 0.01% | −389−14.3% | Reduced |
| Mirabella Financial Services LLP | 2,209 | $755.2K | 0.09% | +2,209 | New |
| Renaissance Technologies LLC | 2,200 | $752.0K | 0.00% | −4,700−68.1% | Reduced |
| Leuthold Group, LLC | 2,198 | $751.4K | 0.10% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 2,185 | $747.0K | 0.03% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 2,131 | $728.5K | 0.06% | +2,131 | New |
| Cambridge Investment Research Advisors, Inc. | 2,122 | $725.0K | 0.00% | +47+2.3% | Added |
| Vontobel Holding Ltd. | 2,112 | $722.0K | 0.01% | +400+23.4% | Added |
| HighTower Advisors, LLC | 2,090 | $717.0K | 0.00% | +198+10.5% | Added |
| Cozad Asset Management Inc | 2,035 | $695.7K | 0.09% | +2,035 | New |
| Investment Management Corp of Ontario | 1,991 | $680.6K | 0.03% | +1,991 | New |
| Empirical Asset Management, LLC | 1,964 | $671.3K | 0.59% | +232+13.4% | Added |
| Bank of Stockton | 1,961 | $670.4K | 0.23% | −10−0.5% | Reduced |
| Contravisory Investment Management, Inc. | 1,944 | $664.6K | 0.18% | +25+1.3% | Added |
| Toroso Investments, LLC | 1,922 | $657.0K | 0.02% | −555−22.4% | Reduced |
| Quantinno Capital Management LP | 1,905 | $651.0K | 0.04% | +967+103.1% | Added |
| New Mexico Educational Retirement Board | 1,900 | $650.0K | 0.03% | +100+5.6% | Added |
| Campbell & CO Investment Adviser LLC | 1,889 | $645.8K | 0.12% | +1,889 | New |
| Symmetry Partners, LLC | 1,869 | $639.0K | 0.03% | −139−6.9% | Reduced |
| Metropolitan Life Insurance Co | 1,869 | $638.9K | 0.03% | +116+6.6% | Added |
| Connectus Wealth, LLC | 1,862 | $638.8K | 0.01% | +117+6.7% | Added |
| GTS Securities LLC | 1,842 | $629.7K | 0.02% | +1,842 | New |
| ISAM Funds (UK) Ltd | 1,804 | $616.7K | 0.55% | +1,804 | New |
| Argent Trust Co | 1,752 | $598.9K | 0.03% | +1,752 | New |
| Bartlett & Co. Wealth Management LLC | 1,747 | $597.2K | 0.01% | −40−2.2% | Reduced |
| Bartlett & Co. LLC | 1,747 | $597.0K | 0.01% | −40−2.2% | Reduced |
| Inceptionr LLC | 1,733 | $592.4K | 0.32% | +1,733 | New |
| La Banque Postale Asset Management SA | 1,701 | $581.5K | 0.01% | +1,701 | New |
| Lingohr & Partner Asset Management GmbH | 1,662 | $568.0K | 1.45% | 00.0% | Unchanged |
| Transatlantique Private Wealth LLC | 1,646 | $562.7K | 0.29% | +284+20.9% | Added |
| Commerce Bank | 1,645 | $562.4K | 0.00% | −10−0.6% | Reduced |
| Unison Advisors LLC | 1,627 | $556.2K | 0.06% | +7+0.4% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 1,539 | $526.0K | 0.04% | +145+10.4% | Added |
| Susquehanna Fundamental Investments, LLC | 1,518 | $518.9K | 0.02% | 00.0% | Unchanged |
| Aull & Monroe Investment Management Corp | 1,500 | $512.8K | 0.26% | 00.0% | Unchanged |
| iA Global Asset Management Inc. | 1,471 | $503.0K | 0.01% | +1,471 | New |
| Rowland & Co Investment Counsel | 1,445 | $494.0K | 0.12% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,443 | $493.3K | 0.02% | +784+119.0% | Added |
| Elevated Capital Advisors, LLC | 1,415 | $483.7K | 0.16% | +121+9.4% | Added |
| Truist Financial Corp | 1,405 | $480.3K | 0.00% | −525−27.2% | Reduced |
| Banque Pictet & Cie SA | 1,400 | $478.6K | 0.00% | +136+10.8% | Added |
| Qsemble Capital Management, LP | 1,350 | $461.5K | 0.33% | +600+80.0% | Added |
| Credit Capital Investments LLC | 1,345 | $459.8K | 0.60% | +1,345 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 1,335 | $456.0K | 0.01% | +258+24.0% | Added |
| Metis Global Partners, LLC | 1,301 | $444.8K | 0.02% | +103+8.6% | Added |
| EHP Funds Inc. | 1,300 | $444.4K | 0.13% | +1,300 | New |
| Legacy Wealth Asset Management, LLC | 1,296 | $443.1K | 0.15% | +4+0.3% | Added |
| Erste Asset Management GmbH | 1,300 | $441.6K | 0.01% | −207−13.7% | Reduced |