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, Q3 2023
Institutional positions in Everest Group, Ltd. as of Sep 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
- 590
- +12 vs. Q2 2023
- Shares held
- 40.4M
- +377.1K (+0.9%) vs. Q2 2023
- Total value
- $15.1B
- +$1.42B (+10.4%) vs. Q2 2023
- New holders
- 71
- 224 more added
- Sold out
- 59
- 207 more reduced
4 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Everest Group, Ltd.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sofos Investments, Inc. | 0 | $344 | 0.00% | −342−100.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 1 | $372 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 1 | $372 | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 1 | $372 | 0.00% | +1 | New |
| Abound Wealth Management | 1 | $376 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 2 | $743 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 2 | $1.00K | 0.00% | +2 | New |
| Tfo-TDC, LLC | 3 | $1.03K | 0.00% | +2+200.0% | Added |
| Investors Research Corp | 3 | $1.11K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 3 | $1.11K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 3 | $1.11K | 0.00% | +3 | New |
| IFP Advisors, Inc | 3 | $1.12K | 0.00% | −15−83.3% | Reduced |
| Prestige Wealth Management Group LLC | 3 | $1.12K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 3 | $1.19K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 4 | $1.49K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 5 | $1.86K | 0.00% | −12−70.6% | Reduced |
| Washington Trust Co | 5 | $1.86K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 5 | $1.86K | 0.00% | −1−16.7% | Reduced |
| Bell Investment Advisors, Inc | 6 | $2.23K | 0.00% | −4−40.0% | Reduced |
| JNBA Financial Advisors | 6 | $2.23K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 7 | $2.46K | 0.00% | +7 | New |
| AdvisorNet Financial, Inc | 7 | $2.60K | 0.00% | −2−22.2% | Reduced |
| Stonebridge Capital Advisors LLC | 7 | $2.60K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 7 | $2.60K | 0.00% | +7 | New |
| Financial Management Professionals, Inc. | 9 | $3.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 11 | $4.09K | 0.00% | +1+10.0% | Added |
| TD Waterhouse Canada Inc. | 12 | $4.51K | 0.00% | −5−29.4% | Reduced |
| LGT Financial Advisors LLC | 13 | $4.83K | 0.01% | +13 | New |
| GW&K Investment Management, LLC | 18 | $7.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 18 | $7.00K | 0.00% | +11+157.1% | Added |
| Hollencrest Capital Management | 20 | $7.43K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 23 | $8.00K | 0.00% | +23 | New |
| Pinnacle Bancorp, Inc. | 23 | $8.55K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 25 | $9.29K | 0.00% | −1−3.8% | Reduced |
| JFS Wealth Advisors, LLC | 25 | $9.29K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 27 | $10.0K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 27 | $10.0K | 0.00% | +27 | New |
| RFP Financial Group LLC | 31 | $11.5K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 32 | $11.9K | 0.00% | −2−5.9% | Reduced |
| Hibernia Wealth Partners, LLC | 33 | $12.3K | 0.01% | +33 | New |
| Pathway Financial Advisers, LLC | 35 | $13.0K | 0.01% | +35 | New |
| Chelsea Counsel Co | 35 | $13.0K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 34 | $13.1K | 0.00% | +31+1,033.3% | Added |
| Toth Financial Advisory Corp | 40 | $14.9K | 0.00% | +40 | New |
| Barrett & Company, Inc. | 40 | $14.9K | 0.01% | +40 | New |
| Harbour Investments, Inc. | 42 | $15.6K | 0.00% | +18+75.0% | Added |
| GHP Investment Advisors, Inc. | 41 | $16.3K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 48 | $17.8K | 0.00% | −1−2.0% | Reduced |
| Ronald Blue Trust, Inc. | 56 | $19.0K | 0.00% | −2−3.4% | Reduced |
| Riverview Trust Co | 55 | $20.4K | 0.02% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 56 | $20.8K | 0.02% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 62 | $23.0K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 62 | $23.0K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 64 | $23.8K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 64 | $23.8K | 0.00% | +1+1.6% | Added |
| ING Groep NV | 64 | $23.8K | 0.00% | +64 | New |
| Private Trust Co NA | 66 | $24.5K | 0.00% | +36+120.0% | Added |
| Allworth Financial LP | 68 | $25.3K | 0.00% | −1−1.4% | Reduced |
| Covestor Ltd | 72 | $27.0K | 0.02% | +44+157.1% | Added |
| Massmutual Trust Co FSB | 77 | $28.6K | 0.00% | +5+6.9% | Added |
| Heritage Wealth Advisors | 80 | $29.7K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 80 | $29.7K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 82 | $30.5K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 90 | $33.5K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 94 | $34.9K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 97 | $36.1K | 0.01% | +93+2,325.0% | Added |
| Benjamin F. Edwards & Company, Inc. | 100 | $37.0K | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 104 | $38.7K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 118 | $44.0K | 0.00% | +7+6.3% | Added |
| Parkside Financial Bank & Trust | 138 | $51.3K | 0.01% | +1+0.7% | Added |
| Signaturefd, LLC | 143 | $53.1K | 0.00% | +15+11.7% | Added |
| GPS Wealth Strategies Group, LLC | 152 | $56.5K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 159 | $59.1K | 0.02% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 166 | $61.7K | 0.00% | +158+1,975.0% | Added |
| Farther Finance Advisors, LLC | 169 | $62.8K | 0.01% | +12+7.6% | Added |
| Quadrant Capital Group LLC | 186 | $69.1K | 0.01% | 00.0% | Unchanged |
| First Financial Corp | 200 | $74.3K | 0.04% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 233 | $86.6K | 0.01% | +1+0.4% | Added |
| Versant Capital Management, Inc | 239 | $88.8K | 0.03% | −2−0.8% | Reduced |
| Colonial Trust Co | 244 | $90.7K | 0.02% | +2+0.8% | Added |
| State of Wyoming | 248 | $92.2K | 0.02% | +248 | New |
| Sentry Investment Management LLC | 250 | $93.0K | 0.04% | −7−2.7% | Reduced |
| Asset Dedication, LLC | 250 | $93.0K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 265 | $98.0K | 0.02% | +250+1,666.7% | Added |
| Donald Smith & Co., Inc. | 266 | $98.9K | 0.00% | −31,767−99.2% | Reduced |
| AlphaCentric Advisors LLC | 287 | $106.7K | 0.06% | −30−9.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 293 | $108.9K | 0.00% | +38+14.9% | Added |
| UniSuper Management Pty Ltd | 300 | $111.5K | 0.00% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 337 | $125.3K | 0.07% | +337 | New |
| Advisory Services Network, LLC | 375 | $139.4K | 0.00% | +375 | New |
| Forsta Ap-Fonden | 400 | $148.7K | 0.00% | −6,100−93.8% | Reduced |
| Hantz Financial Services, Inc. | 408 | $152.0K | 0.00% | +408 | New |
| Parallel Advisors, LLC | 409 | $152.0K | 0.01% | +169+70.4% | Added |
| GWM Advisors LLC | 416 | $154.6K | 0.00% | −644−60.8% | Reduced |
| Grove Bank & Trust | 436 | $162.0K | 0.03% | −15−3.3% | Reduced |
| Penserra Capital Management LLC | 444 | $164.0K | 0.00% | −25−5.3% | Reduced |
| Westpac Banking Corp | 476 | $176.9K | 0.01% | +90+23.3% | Added |
| Webster Bank, N. A. | 500 | $185.8K | 0.03% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 525 | $195.1K | 0.01% | 00.0% | Unchanged |