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 |
|---|---|---|---|---|---|
| First Republic Investment Management, Inc. | 0 | $0 | 0.00% | −3,491−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −3,081−100.0% | Sold out |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −2,753−100.0% | Sold out |
| Shay Capital LLC | 0 | $0 | 0.00% | −2,250−100.0% | Sold out |
| FJ Capital Management LLC | 0 | $0 | 0.00% | −2,186−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −2,129−100.0% | Sold out |
| C2C Wealth Management, LLC | 0 | $0 | 0.00% | −1,820−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −1,593−100.0% | Sold out |
| CWM Advisors, LLC | 0 | $0 | 0.00% | −1,448−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −1,400−100.0% | Sold out |
| Lombard Odier Asset Management (Switzerland) SA | 0 | $0 | 0.00% | −1,390−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −1,326−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −1,191−100.0% | Sold out |
| HM Payson & Co | 0 | $0 | 0.00% | −1,100−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −1,091−100.0% | Sold out |
| Wakefield Asset Management LLLP | 0 | $0 | 0.00% | −1,049−100.0% | Sold out |
| 180 Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,021−100.0% | Sold out |
| KCM Investment Advisors LLC | 0 | $0 | 0.00% | −1,016−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −993−100.0% | Sold out |
| Centaurus Financial, Inc. | 0 | $0 | 0.00% | −957−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −828−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −786−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −782−100.0% | Sold out |
| Essex Investment Management Co LLC | 0 | $0 | 0.00% | −773−100.0% | Sold out |
| RWM Asset Management, LLC | 0 | $0 | 0.00% | −769−100.0% | Sold out |
| Paragon Capital Management Ltd | 0 | $0 | 0.00% | −737−100.0% | Sold out |
| Ancora Advisors, LLC | 0 | $0 | 0.00% | −725−100.0% | Sold out |
| Cognios Beta Neutral Large Cap Fund, LP | 0 | $0 | 0.00% | −675−100.0% | Sold out |
| Monument Capital Management | 0 | $0 | 0.00% | −671−100.0% | Sold out |
| Brookstone Capital Management | 0 | $0 | 0.00% | −659−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −637−100.0% | Sold out |
| Trust Investment Advisors | 0 | $0 | 0.00% | −631−100.0% | Sold out |
| AXS Investments LLC | 0 | $0 | 0.00% | −455−100.0% | Sold out |
| US Asset Management LLC | 0 | $0 | 0.00% | −388−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −359−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −302−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −253−100.0% | Sold out |
| Fortis Capital Advisors, LLC | 0 | $0 | 0.00% | −228−100.0% | Sold out |
| Altshuler Shaham Ltd | 0 | $0 | 0.00% | −218−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −155−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −125−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −92−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −51−100.0% | Sold out |
| KB Financial Partners, LLC | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| Steward Financial Group LLC | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| Schubert & Co | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Front Row Advisors LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Syverson Strege & Co | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Core Alternative Capital | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| BerganKDV Wealth Management, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| 25 LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Pathway Financial Advisers, LLC | – | – | – | – | Not filed |
| Baldrige Asset Management LLC | – | – | – | – | Not filed |