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 |
|---|---|---|---|---|---|
| Cullen/Frost Bankers, Inc. | 150 | $51.3K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 137 | $46.8K | 0.01% | −5−3.5% | Reduced |
| Signaturefd, LLC | 128 | $43.8K | 0.00% | −18−12.3% | Reduced |
| Fred Alger Management, LLC | 124 | $42.4K | 0.00% | 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 |
| Thompson Investment Management, Inc. | 104 | $35.6K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 100 | $34.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 94 | $31.1K | 0.01% | 00.0% | Unchanged |
| Cambridge Trust Co | 90 | $30.8K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 82 | $29.5K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 80 | $27.3K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 80 | $27.3K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 72 | $24.6K | 0.00% | +33+84.6% | Added |
| Allworth Financial LP | 69 | $23.6K | 0.00% | +14+25.5% | Added |
| Moisand Fitzgerald Tamayo, LLC | 64 | $21.9K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 63 | $21.5K | 0.00% | −2−3.1% | Reduced |
| Zions Bancorporation, N.A. | 62 | $21.2K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 62 | $21.2K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 58 | $21.0K | 0.00% | −35−37.6% | Reduced |
| Twin Tree Management, LP | 56 | $19.1K | 0.00% | +56 | New |
| Piscataqua Savings Bank | 56 | $19.1K | 0.02% | −5−8.2% | Reduced |
| 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 |
| Riverview Trust Co | 55 | $18.8K | 0.02% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 49 | $16.8K | 0.00% | −495−91.0% | Reduced |
| TD Ameritrade Investment Management, LLC | 48 | $16.0K | 0.00% | −11−18.6% | Reduced |
| GHP Investment Advisors, Inc. | 41 | $14.6K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 39 | $13.3K | 0.00% | +39 | New |
| Chelsea Counsel Co | 35 | $12.0K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 34 | $11.6K | 0.00% | −10−22.7% | Reduced |
| RFP Financial Group LLC | 31 | $10.6K | 0.00% | 00.0% | Unchanged |
| 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 |
| Covestor Ltd | 28 | $10.0K | 0.01% | −229−89.1% | Reduced |
| Farmers & Merchants Investments Inc | 27 | $9.23K | 0.00% | −3−10.0% | Reduced |
| MV Capital Management, Inc. | 26 | $8.89K | 0.00% | +3+13.0% | Added |
| JFS Wealth Advisors, LLC | 25 | $8.55K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 342 | $8.40K | 0.04% | −16−4.5% | Reduced |
| Harbour Investments, Inc. | 24 | $8.21K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 23 | $7.86K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 20 | $6.84K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 20 | $6.84K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 18 | $6.00K | 0.00% | +18 | New |
| WR Wealth Planners, LLC | 17 | $5.81K | 0.00% | −12−41.4% | Reduced |
| Sound Income Strategies, LLC | 17 | $5.81K | 0.00% | +17 | New |
| TD Waterhouse Canada Inc. | 17 | $5.80K | 0.00% | −4−19.0% | Reduced |
| Park Place Capital Corp | 20 | $5.42K | 0.00% | −27−57.4% | Reduced |
| Harvest Fund Management Co., Ltd | 15 | $5.00K | 0.00% | −422−96.6% | Reduced |
| Independence Bank of Kentucky | 12 | $4.10K | 0.00% | +12 | New |
| SJS Investment Consulting Inc. | 10 | $3.42K | 0.00% | −1−9.1% | Reduced |
| Bell Investment Advisors, Inc | 10 | $3.42K | 0.00% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 10 | $3.42K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 9 | $3.08K | 0.00% | −29−76.3% | Reduced |
| Horan Securities, Inc. | 9 | $3.08K | 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 |
| Steward Partners Investment Advisory, LLC | 8 | $2.73K | 0.00% | 00.0% | Unchanged |
| 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 |
| JNBA Financial Advisors | 6 | $2.05K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 6 | $2.05K | 0.00% | +2+50.0% | Added |
| IFP Advisors, Inc | 18 | $2.04K | 0.00% | +16+800.0% | Added |
| Capital Analysts, LLC | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 5 | $1.71K | 0.00% | −1−16.7% | Reduced |
| JJJ Advisors Inc. | 4 | $1.37K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 4 | $1.37K | 0.00% | +4 | New |
| Raffa Wealth Management, LLC | 4 | $1.37K | 0.00% | −50−92.6% | Reduced |
| 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 |
| Avion Wealth | 3 | $1.00K | 0.00% | +1+50.0% | Added |
| BDO Wealth Advisors, LLC | 2 | $684 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 2 | $684 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 1 | $344 | 0.00% | +1 | New |
| 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 |
| Proequities, Inc. | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −246,221−100.0% | Sold out |
| Westfield Capital Management Co LP | 0 | $0 | 0.00% | −139,960−100.0% | Sold out |
| Gillson Capital LP | 0 | $0 | 0.00% | −130,166−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −106,568−100.0% | Sold out |
| Rhumbline Advisers | 0 | $0 | 0.00% | −76,661−100.0% | Sold out |
| Samlyn Capital, LLC | 0 | $0 | 0.00% | −51,401−100.0% | Sold out |
| Nuance Investments, LLC | 0 | $0 | 0.00% | −41,041−100.0% | Sold out |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −37,551−100.0% | Sold out |
| LMCG Investments, LLC | 0 | $0 | 0.00% | −37,501−100.0% | Sold out |
| Nepsis, Inc. | 0 | $0 | 0.00% | −27,566−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −21,592−100.0% | Sold out |
| Unigestion Holding SA | 0 | $0 | 0.00% | −7,834−100.0% | Sold out |
| Chase Investment Counsel Corp | 0 | $0 | 0.00% | −6,545−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −6,478−100.0% | Sold out |
| Patton Fund Management, Inc. | 0 | $0 | 0.00% | −5,695−100.0% | Sold out |
| Harel Insurance Investments & Financial Services Ltd. | 0 | $0 | 0.00% | −4,984−100.0% | Sold out |
| Scotia Capital Inc. | 0 | $0 | 0.00% | −4,197−100.0% | Sold out |