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 |
|---|---|---|---|---|---|
| Norinchukin Bank, The | 1,655 | $615.1K | 0.01% | −1,822−52.4% | Reduced |
| Lingohr & Partner Asset Management GmbH | 1,662 | $618.0K | 1.60% | 00.0% | Unchanged |
| Commerce Bank | 1,669 | $620.3K | 0.00% | +24+1.5% | Added |
| National Bank of Canada | 1,657 | $621.4K | 0.00% | −18,011−91.6% | Reduced |
| Argent Trust Co | 1,730 | $643.0K | 0.04% | −22−1.3% | Reduced |
| Qtron Investments LLC | 1,733 | $644.1K | 0.12% | +890+105.6% | Added |
| Bartlett & Co. LLC | 1,747 | $649.0K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,747 | $649.3K | 0.01% | 00.0% | Unchanged |
| Transatlantique Private Wealth LLC | 1,761 | $654.7K | 0.35% | +115+7.0% | Added |
| Empirical Asset Management, LLC | 1,783 | $662.7K | 0.58% | −181−9.2% | Reduced |
| Metropolitan Life Insurance Co | 1,797 | $667.9K | 0.03% | −72−3.9% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 1,801 | $669.4K | 0.00% | +1,801 | New |
| Machina Capital S.A.S. | 1,825 | $678.3K | 0.38% | −2,211−54.8% | Reduced |
| C2C Wealth Management, LLC | 1,820 | $679.9K | 0.10% | +1,820 | New |
| GTS Securities LLC | 1,843 | $685.0K | 0.01% | +1+0.1% | Added |
| First Republic Investment Management, Inc. | 1,845 | $685.7K | 0.00% | +1,845 | New |
| Guggenheim Capital LLC | 1,860 | $691.3K | 0.01% | −3,820−67.3% | Reduced |
| Symmetry Partners, LLC | 1,869 | $695.0K | 0.04% | 00.0% | Unchanged |
| Bank of Stockton | 1,846 | $707.4K | 0.26% | −115−5.9% | Reduced |
| Contravisory Investment Management, Inc. | 1,947 | $723.6K | 0.20% | +3+0.2% | Added |
| Virtu Financial LLC | 1,986 | $738.0K | 0.07% | −620−23.8% | Reduced |
| Inceptionr LLC | 2,016 | $749.3K | 0.42% | +283+16.3% | Added |
| Fox Run Management, L.L.C. | 2,039 | $757.8K | 0.22% | +2,039 | New |
| USA Financial Portformulas Corp | 2,041 | $758.6K | 1.13% | −349−14.6% | Reduced |
| Daymark Wealth Partners, LLC | 2,050 | $761.9K | 0.05% | +2,050 | New |
| Tower Research Capital LLC (TRC) | 2,068 | $768.6K | 0.02% | +625+43.3% | Added |
| Gotham Asset Management, LLC | 2,077 | $772.0K | 0.02% | +2,077 | New |
| Vontobel Holding Ltd. | 2,112 | $785.0K | 0.01% | 00.0% | Unchanged |
| AXA S.A. | 2,139 | $795.0K | 0.00% | −20,457−90.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 2,161 | $803.0K | 0.00% | +39+1.8% | Added |
| New Mexico Educational Retirement Board | 2,200 | $818.0K | 0.04% | +300+15.8% | Added |
| Cerity Partners LLC | 2,251 | $836.6K | 0.00% | −20,604−90.2% | Reduced |
| Natixis | 2,279 | $847.0K | 0.01% | −354−13.4% | Reduced |
| Balentine LLC | 2,332 | $866.7K | 0.03% | −13−0.6% | Reduced |
| Citadel Investment Advisory, Inc. | 2,350 | $873.0K | 0.57% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 2,366 | $879.4K | 0.02% | −725−23.5% | Reduced |
| CIBC Private Wealth Group, LLC | 2,366 | $879.4K | 0.00% | +2,366 | New |
| O'Shaughnessy Asset Management, LLC | 2,377 | $883.5K | 0.01% | +52+2.2% | Added |
| Synovus Financial Corp | 2,416 | $898.0K | 0.01% | −426−15.0% | Reduced |
| Cantor Fitzgerald, L. P. | 2,422 | $900.2K | 0.02% | −287−10.6% | Reduced |
| Aquatic Capital Management LLC | 2,440 | $907.0K | 0.04% | −12,060−83.2% | Reduced |
| Oppenheimer Asset Management Inc. | 2,443 | $908.0K | 0.01% | −271−10.0% | Reduced |
| Brinker Capital Investments, LLC | 2,443 | $908.0K | 0.01% | −106−4.2% | Reduced |
| Orion Portfolio Solutions, LLC | 2,443 | $908.0K | 0.01% | −106−4.2% | Reduced |
| Verdad Advisers, LP | 2,445 | $908.7K | 1.39% | −2,010−45.1% | Reduced |
| Horizon Investments, LLC | 2,453 | $911.7K | 0.03% | +7+0.3% | Added |
| Avidian Wealth Solutions, LLC | 2,463 | $915.4K | 0.06% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 2,483 | $922.9K | 0.00% | +70+2.9% | Added |
| Sciencast Management LP | 2,556 | $950.0K | 0.43% | +2,556 | New |
| Uncommon Cents Investing LLC | 2,564 | $953.0K | 0.35% | +35+1.4% | Added |
| Dana Investment Advisors, Inc. | 2,585 | $960.8K | 0.05% | −50−1.9% | Reduced |
| Renaissance Technologies LLC | 2,600 | $966.0K | 0.00% | +400+18.2% | Added |
| Peapack Gladstone Financial Corp | 2,619 | $973.0K | 0.02% | 00.0% | Unchanged |
| XTX Topco Ltd | 2,618 | $973.0K | 0.17% | −2,589−49.7% | Reduced |
| Cozad Asset Management Inc | 2,635 | $979.4K | 0.13% | +600+29.5% | Added |
| Park Avenue Securities LLC | 2,657 | $988.0K | 0.02% | +2,657 | New |
| Louisiana State Employees Retirement System | 2,700 | $1.00M | 0.02% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 2,716 | $1.01M | 0.00% | +64+2.4% | Added |
| HighTower Advisors, LLC | 2,751 | $1.01M | 0.00% | +661+31.6% | Added |
| Quantinno Capital Management LP | 2,740 | $1.02M | 0.05% | +835+43.8% | Added |
| PAX Financial Group, LLC | 2,752 | $1.02M | 0.23% | +121+4.6% | Added |
| NorthCrest Asset Manangement, LLC | 2,790 | $1.04M | 0.04% | 00.0% | Unchanged |
| Everence Capital Management Inc | 2,840 | $1.06M | 0.08% | 00.0% | Unchanged |
| Veriti Management LLC | 2,866 | $1.07M | 0.12% | +45+1.6% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 2,899 | $1.08M | 0.02% | +456+18.7% | Added |
| Nordea Investment Management AB | 2,930 | $1.11M | 0.00% | −11,022−79.0% | Reduced |
| Dark Forest Capital Management LP | 2,977 | $1.11M | 0.09% | +2,977 | New |
| Ontario Teachers Pension Plan Board | 3,108 | $1.16M | 0.01% | −2,419−43.8% | Reduced |
| Crossmark Global Holdings, Inc. | 3,034 | $1.17M | 0.03% | −164−5.1% | Reduced |
| Securian Asset Management, Inc | 3,169 | $1.18M | 0.04% | −442−12.2% | Reduced |
| Alamar Capital Management, LLC | 3,182 | $1.18M | 1.12% | −2,492−43.9% | Reduced |
| Wexford Capital LP | 3,191 | $1.19M | 0.27% | −247−7.2% | Reduced |
| Icon Advisers Inc | 3,200 | $1.19M | 0.29% | 00.0% | Unchanged |
| M&T Bank Corp | 3,232 | $1.20M | 0.00% | −706−17.9% | Reduced |
| Stifel Financial Corp | 3,234 | $1.20M | 0.00% | +493+18.0% | Added |
| Oppenheimer & Co Inc | 3,268 | $1.21M | 0.03% | −70−2.1% | Reduced |
| Maryland State Retirement & Pension System | 3,286 | $1.22M | 0.03% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 3,288 | $1.22M | 0.02% | −3,201−49.3% | Reduced |
| Scotia Capital Inc. | 3,297 | $1.23M | 0.01% | +3,297 | New |
| Advisor Partners II, LLC | 3,302 | $1.23M | 0.05% | +98+3.1% | Added |
| PEAK6 Investments LLC | 3,310 | $1.23M | 0.06% | +3,310 | New |
| Kentucky Retirement Systems | 3,382 | $1.26M | 0.04% | −65−1.9% | Reduced |
| Graham Capital Management, L.P. | 3,417 | $1.27M | 0.04% | +2,393+233.7% | Added |
| Advisor Group Holdings, Inc. | 3,434 | $1.28M | 0.00% | +658+23.7% | Added |
| The PNC Financial Services Group, Inc. | 3,480 | $1.29M | 0.00% | +65+1.9% | Added |
| Ossiam | 3,561 | $1.32M | 0.02% | −413−10.4% | Reduced |
| Daiwa Securities Group Inc. | 3,572 | $1.33M | 0.01% | +250+7.5% | Added |
| Hartford Investment Management Co | 3,583 | $1.33M | 0.05% | +24+0.7% | Added |
| Cetera Investment Advisers | 3,676 | $1.37M | 0.01% | +1,349+58.0% | Added |
| Exchange Traded Concepts, LLC | 3,684 | $1.37M | 0.04% | +3,684 | New |
| Teachers Retirement System of the State of Kentucky | 3,713 | $1.38M | 0.01% | 00.0% | Unchanged |
| Delphi Management Inc | 3,743 | $1.39M | 1.43% | +3,743 | New |
| Ingalls & Snyder LLC | 3,844 | $1.43M | 0.07% | +641+20.0% | Added |
| Whittier Trust Co | 3,845 | $1.43M | 0.03% | +4+0.1% | Added |
| Panagora Asset Management Inc | 3,894 | $1.45M | 0.01% | −404−9.4% | Reduced |
| British Columbia Investment Management Corp | 3,899 | $1.45M | 0.01% | +41+1.1% | Added |
| Gulf International Bank (UK) Ltd | 3,915 | $1.46M | 0.04% | −436−10.0% | Reduced |
| Arrowstreet Capital, Limited Partnership | 4,040 | $1.50M | 0.00% | +1,241+44.3% | Added |
| Public Employees Retirement Association of Colorado | 4,099 | $1.52M | 0.01% | 00.0% | Unchanged |
| AustralianSuper Pty Ltd | 4,135 | $1.54M | 0.01% | −53,883−92.9% | Reduced |