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Livermore
Livermore
ZHEN

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.

Institutional holdersQ2 2023: 582 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 heldQ2 2023: $13.7B
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, Q2 2023

Shares, value and share of portfolio for each institution holding Everest Group, Ltd.; share changes are against Q1 2023.

Institutions holding EG in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Huntington National Bank1,282$438.3K0.00%−169−11.6%Reduced
Quadrature Capital Ltd1,276$436.1K0.01%+1,276New
Measured Wealth Private Client Group, LLC1,271$434.5K0.17%+586+85.5%Added
D.A. Davidson & Co.1,254$428.8K0.00%+54+4.5%Added
Checchi Capital Advisers, LLC1,253$428.4K0.04%−34−2.6%Reduced
Jefferies Financial Group Inc.1,250$427.3K0.01%−267−17.6%Reduced
Oak Thistle LLC1,248$426.6K0.23%+1,248New
Hillsdale Investment Management Inc.1,230$420.5K0.04%−10−0.8%Reduced
Traynor Capital Management, Inc.1,218$416.4K0.05%00.0%Unchanged
Atlas Private Wealth Management1,200$410.2K0.22%−50−4.0%Reduced
SRB Corp1,191$407.2K0.02%+245+25.9%Added
Greenwood Capital Associates LLC1,173$401.0K0.06%+1,173New
Atlas Capital Advisors LLC1,171$400.3K0.06%−240−17.0%Reduced
MQS Management LLC1,130$386.3K0.26%+214+23.4%Added
Tokio Marine Asset Management Co Ltd1,107$378.4K0.02%+175+18.8%Added
Arrow Investment Advisors, LLC1,103$377.1K0.30%−140−11.3%Reduced
Wellington Shields & Co., LLC1,100$376.0K0.09%00.0%Unchanged
MAI Capital Management1,089$372.5K0.01%−4−0.4%Reduced
Trail Ridge Investment Advisors, LLC1,085$370.9K0.23%−43−3.8%Reduced
GWM Advisors LLC1,060$362.4K0.00%+23+2.2%Added
Blueshift Asset Management, LLC1,058$361.7K0.14%+1,058New
Chesley Taft & Associates LLC1,055$360.7K0.02%+45+4.5%Added
Graham Capital Management, L.P.1,024$350.1K0.01%−147−12.6%Reduced
Winton Group Ltd1,000$341.9K0.03%−4,203−80.8%Reduced
Moors & Cabot, Inc.1,000$341.9K0.02%00.0%Unchanged
Stratos Wealth Partners, LTD.998$341.2K0.01%−412−29.2%Reduced
Raymond James Trust N.A.988$338.0K0.01%−105−9.6%Reduced
Greenleaf Trust981$335.4K0.00%−176−15.2%Reduced
Creative Planning971$332.0K0.00%−39−3.9%Reduced
Keybank National Association953$325.8K0.00%−246−20.5%Reduced
Seelaus Asset Management LLC940$321.0K0.25%−7−0.7%Reduced
Stephens Inc930$317.9K0.01%00.0%Unchanged
Vestcor Inc927$317.0K0.01%−8−0.9%Reduced
Pitcairn Co919$314.2K0.03%+7+0.8%Added
Clarius Group, LLC917$313.5K0.02%−27−2.9%Reduced
Forum Financial Management, LP909$310.8K0.01%00.0%Unchanged
Cresset Asset Management, LLC907$310.2K0.00%+907New
Central Trust Co906$309.7K0.01%−139−13.3%Reduced
Raymond James Financial Services Advisors, Inc.863$295.1K0.00%−5,097−85.5%Reduced
ExodusPoint Capital Management, LP864$295.0K0.00%−1,483−63.2%Reduced
Klingenstein Fields & Co LP850$290.6K0.01%00.0%Unchanged
Eqis Capital Management, Inc.849$290.2K0.03%−4−0.5%Reduced
Qtron Investments LLC843$288.2K0.05%+136+19.2%Added
Laurion Capital Management LP829$283.4K0.01%+829New
Cetera Advisor Networks LLC803$274.6K0.00%−45−5.3%Reduced
E&G Advisors, LP800$273.5K0.10%00.0%Unchanged
Legacy Capital Group California, Inc.796$272.1K0.11%+129+19.3%Added
Northern Oak Wealth Management Inc790$270.1K0.03%+790New
Bessemer Group Inc773$264.0K0.00%+34+4.6%Added
Avantax Advisory Services, Inc.746$254.9K0.00%−8−1.1%Reduced
Leonteq Securities AG741$253.3K0.03%00.0%Unchanged
Thomas White International Ltd740$253.0K0.05%00.0%Unchanged
Capital Insight Partners, LLC735$251.3K0.06%+735New
Ieq Capital, LLC728$249.0K0.01%−299−29.1%Reduced
Gitterman Wealth Management, LLC718$245.6K0.11%+718New
Savant Capital, LLC701$239.5K0.00%+8+1.2%Added
Sandia Investment Management LP700$239.3K0.08%+700New
Hyman Charles D700$239.0K0.01%00.0%Unchanged
Darwin Advisors, LLC677$238.2K0.06%+677New
Northwestern Mutual Wealth Management Co677$231.4K0.00%+115+20.5%Added
Simplex Trading, LLC676$231.0K0.01%+676New
GW Henssler & Associates Ltd674$230.4K0.02%−220−24.6%Reduced
DoubleLine ETF Adviser LP652$222.9K0.08%+652New
Texas Yale Capital Corp.650$222.2K0.01%00.0%Unchanged
Great Lakes Advisors, LLC642$219.5K0.00%−22,027−97.2%Reduced
Quent Capital, LLC631$215.8K0.03%+8+1.3%Added
Fifth Third Bancorp631$215.7K0.00%+91+16.9%Added
Smithfield Trust Co630$214.0K0.01%00.0%Unchanged
Mather Group, LLC.622$212.7K0.00%+622New
Wedmont Private Capital596$210.2K0.02%−10−1.7%Reduced
Foundry Partners, LLC611$208.9K0.01%00.0%Unchanged
Gsa Capital Partners LLP607$208.0K0.02%−68−10.1%Reduced
Commonwealth Equity Services, LLC608$208.0K0.00%−9−1.5%Reduced
Wetherby Asset Management Inc604$206.5K0.01%+604New
Assenagon Asset Management S.A.591$202.0K0.00%00.0%Unchanged
Meeder Asset Management Inc580$198.3K0.01%00.0%Unchanged
Ameritas Investment Partners, Inc.525$179.5K0.01%+40+8.2%Added
Webster Bank, N. A.500$170.9K0.02%00.0%Unchanged
Penserra Capital Management LLC469$159.0K0.00%+469New
Chesapeake Asset Management LLC458$156.6K0.14%00.0%Unchanged
Grove Bank & Trust451$154.2K0.03%−4−0.9%Reduced
Westpac Banking Corp386$132.0K0.01%−2,689−87.4%Reduced
DuPont Capital Management Corp372$127.2K0.01%−899−70.7%Reduced
Counterpoint Mutual Funds LLC347$118.6K0.11%+347New
AlphaCentric Advisors LLC317$108.4K0.06%+317New
UniSuper Management Pty Ltd300$102.6K0.00%+300New
Sentry Investment Management LLC257$88.0K0.03%00.0%Unchanged
Whittier Trust Co of Nevada Inc255$87.2K0.00%00.0%Unchanged
Asset Dedication, LLC250$85.0K0.01%00.0%Unchanged
Colonial Trust Co242$82.7K0.02%+6+2.5%Added
Versant Capital Management, Inc241$82.4K0.03%+3+1.3%Added
Parallel Advisors, LLC240$82.0K0.00%−10−4.0%Reduced
EverSource Wealth Advisors, LLC232$79.3K0.01%+1+0.4%Added
First Financial Corp200$68.4K0.04%00.0%Unchanged
West Tower Group, LLC189$64.6K0.05%+189New
Quadrant Capital Group LLC186$63.6K0.01%−14−7.0%Reduced
Ci Investments Inc.180$62.0K0.00%+95+111.8%Added
Key Financial Inc159$54.4K0.02%00.0%Unchanged
Farther Finance Advisors, LLC157$53.7K0.01%00.0%Unchanged
GPS Wealth Strategies Group, LLC152$52.0K0.01%00.0%Unchanged