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 |
|---|---|---|---|---|---|
| Exchange Traded Concepts, LLC | 3,684 | $1.37M | 0.04% | +3,684 | New |
| Cetera Investment Advisers | 3,676 | $1.37M | 0.01% | +1,349+58.0% | Added |
| Hartford Investment Management Co | 3,583 | $1.33M | 0.05% | +24+0.7% | Added |
| Daiwa Securities Group Inc. | 3,572 | $1.33M | 0.01% | +250+7.5% | Added |
| Ossiam | 3,561 | $1.32M | 0.02% | −413−10.4% | Reduced |
| The PNC Financial Services Group, Inc. | 3,480 | $1.29M | 0.00% | +65+1.9% | Added |
| Advisor Group Holdings, Inc. | 3,434 | $1.28M | 0.00% | +658+23.7% | Added |
| Graham Capital Management, L.P. | 3,417 | $1.27M | 0.04% | +2,393+233.7% | Added |
| Kentucky Retirement Systems | 3,382 | $1.26M | 0.04% | −65−1.9% | Reduced |
| PEAK6 Investments LLC | 3,310 | $1.23M | 0.06% | +3,310 | New |
| Advisor Partners II, LLC | 3,302 | $1.23M | 0.05% | +98+3.1% | Added |
| Scotia Capital Inc. | 3,297 | $1.23M | 0.01% | +3,297 | New |
| SG Americas Securities, LLC | 3,288 | $1.22M | 0.02% | −3,201−49.3% | Reduced |
| Maryland State Retirement & Pension System | 3,286 | $1.22M | 0.03% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 3,268 | $1.21M | 0.03% | −70−2.1% | Reduced |
| Stifel Financial Corp | 3,234 | $1.20M | 0.00% | +493+18.0% | Added |
| M&T Bank Corp | 3,232 | $1.20M | 0.00% | −706−17.9% | Reduced |
| Icon Advisers Inc | 3,200 | $1.19M | 0.29% | 00.0% | Unchanged |
| Wexford Capital LP | 3,191 | $1.19M | 0.27% | −247−7.2% | Reduced |
| Alamar Capital Management, LLC | 3,182 | $1.18M | 1.12% | −2,492−43.9% | Reduced |
| Securian Asset Management, Inc | 3,169 | $1.18M | 0.04% | −442−12.2% | Reduced |
| Crossmark Global Holdings, Inc. | 3,034 | $1.17M | 0.03% | −164−5.1% | Reduced |
| Ontario Teachers Pension Plan Board | 3,108 | $1.16M | 0.01% | −2,419−43.8% | Reduced |
| Dark Forest Capital Management LP | 2,977 | $1.11M | 0.09% | +2,977 | New |
| Nordea Investment Management AB | 2,930 | $1.11M | 0.00% | −11,022−79.0% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 2,899 | $1.08M | 0.02% | +456+18.7% | Added |
| Veriti Management LLC | 2,866 | $1.07M | 0.12% | +45+1.6% | Added |
| Everence Capital Management Inc | 2,840 | $1.06M | 0.08% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 2,790 | $1.04M | 0.04% | 00.0% | Unchanged |
| PAX Financial Group, LLC | 2,752 | $1.02M | 0.23% | +121+4.6% | Added |
| Quantinno Capital Management LP | 2,740 | $1.02M | 0.05% | +835+43.8% | Added |
| HighTower Advisors, LLC | 2,751 | $1.01M | 0.00% | +661+31.6% | Added |
| Pacer Advisors, Inc. | 2,716 | $1.01M | 0.00% | +64+2.4% | Added |
| Louisiana State Employees Retirement System | 2,700 | $1.00M | 0.02% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 2,657 | $988.0K | 0.02% | +2,657 | New |
| Cozad Asset Management Inc | 2,635 | $979.4K | 0.13% | +600+29.5% | Added |
| XTX Topco Ltd | 2,618 | $973.0K | 0.17% | −2,589−49.7% | Reduced |
| Peapack Gladstone Financial Corp | 2,619 | $973.0K | 0.02% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 2,600 | $966.0K | 0.00% | +400+18.2% | Added |
| Dana Investment Advisors, Inc. | 2,585 | $960.8K | 0.05% | −50−1.9% | Reduced |
| Uncommon Cents Investing LLC | 2,564 | $953.0K | 0.35% | +35+1.4% | Added |
| Sciencast Management LP | 2,556 | $950.0K | 0.43% | +2,556 | New |
| Baird Financial Group, Inc. | 2,483 | $922.9K | 0.00% | +70+2.9% | Added |
| Avidian Wealth Solutions, LLC | 2,463 | $915.4K | 0.06% | 00.0% | Unchanged |
| Horizon Investments, LLC | 2,453 | $911.7K | 0.03% | +7+0.3% | Added |
| Verdad Advisers, LP | 2,445 | $908.7K | 1.39% | −2,010−45.1% | 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 |
| Oppenheimer Asset Management Inc. | 2,443 | $908.0K | 0.01% | −271−10.0% | Reduced |
| Aquatic Capital Management LLC | 2,440 | $907.0K | 0.04% | −12,060−83.2% | Reduced |
| Cantor Fitzgerald, L. P. | 2,422 | $900.2K | 0.02% | −287−10.6% | Reduced |
| Synovus Financial Corp | 2,416 | $898.0K | 0.01% | −426−15.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 2,377 | $883.5K | 0.01% | +52+2.2% | Added |
| 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 |
| Citadel Investment Advisory, Inc. | 2,350 | $873.0K | 0.57% | 00.0% | Unchanged |
| Balentine LLC | 2,332 | $866.7K | 0.03% | −13−0.6% | Reduced |
| Natixis | 2,279 | $847.0K | 0.01% | −354−13.4% | Reduced |
| Cerity Partners LLC | 2,251 | $836.6K | 0.00% | −20,604−90.2% | Reduced |
| New Mexico Educational Retirement Board | 2,200 | $818.0K | 0.04% | +300+15.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 2,161 | $803.0K | 0.00% | +39+1.8% | Added |
| AXA S.A. | 2,139 | $795.0K | 0.00% | −20,457−90.5% | Reduced |
| Vontobel Holding Ltd. | 2,112 | $785.0K | 0.01% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 2,077 | $772.0K | 0.02% | +2,077 | New |
| Tower Research Capital LLC (TRC) | 2,068 | $768.6K | 0.02% | +625+43.3% | Added |
| Daymark Wealth Partners, LLC | 2,050 | $761.9K | 0.05% | +2,050 | New |
| USA Financial Portformulas Corp | 2,041 | $758.6K | 1.13% | −349−14.6% | Reduced |
| Fox Run Management, L.L.C. | 2,039 | $757.8K | 0.22% | +2,039 | New |
| Inceptionr LLC | 2,016 | $749.3K | 0.42% | +283+16.3% | Added |
| Virtu Financial LLC | 1,986 | $738.0K | 0.07% | −620−23.8% | Reduced |
| Contravisory Investment Management, Inc. | 1,947 | $723.6K | 0.20% | +3+0.2% | Added |
| Bank of Stockton | 1,846 | $707.4K | 0.26% | −115−5.9% | Reduced |
| Symmetry Partners, LLC | 1,869 | $695.0K | 0.04% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 1,860 | $691.3K | 0.01% | −3,820−67.3% | Reduced |
| First Republic Investment Management, Inc. | 1,845 | $685.7K | 0.00% | +1,845 | New |
| GTS Securities LLC | 1,843 | $685.0K | 0.01% | +1+0.1% | Added |
| C2C Wealth Management, LLC | 1,820 | $679.9K | 0.10% | +1,820 | New |
| Machina Capital S.A.S. | 1,825 | $678.3K | 0.38% | −2,211−54.8% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 1,801 | $669.4K | 0.00% | +1,801 | New |
| Metropolitan Life Insurance Co | 1,797 | $667.9K | 0.03% | −72−3.9% | Reduced |
| Empirical Asset Management, LLC | 1,783 | $662.7K | 0.58% | −181−9.2% | Reduced |
| Transatlantique Private Wealth LLC | 1,761 | $654.7K | 0.35% | +115+7.0% | Added |
| Bartlett & Co. Wealth Management LLC | 1,747 | $649.3K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 1,747 | $649.0K | 0.01% | 00.0% | Unchanged |
| Qtron Investments LLC | 1,733 | $644.1K | 0.12% | +890+105.6% | Added |
| Argent Trust Co | 1,730 | $643.0K | 0.04% | −22−1.3% | Reduced |
| National Bank of Canada | 1,657 | $621.4K | 0.00% | −18,011−91.6% | Reduced |
| Commerce Bank | 1,669 | $620.3K | 0.00% | +24+1.5% | Added |
| Lingohr & Partner Asset Management GmbH | 1,662 | $618.0K | 1.60% | 00.0% | Unchanged |
| Norinchukin Bank, The | 1,655 | $615.1K | 0.01% | −1,822−52.4% | Reduced |
| Unison Advisors LLC | 1,634 | $610.2K | 0.07% | +7+0.4% | Added |
| Greenwood Capital Associates LLC | 1,626 | $604.3K | 0.09% | +453+38.6% | Added |
| EHP Funds Inc. | 1,600 | $594.7K | 0.28% | +300+23.1% | Added |
| Metis Global Partners, LLC | 1,572 | $584.3K | 0.03% | +271+20.8% | Added |
| Strategy Asset Managers LLC | 1,541 | $572.7K | 0.15% | +1,541 | New |
| American Trust | 1,535 | $570.5K | 0.04% | −863−36.0% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 1,510 | $561.2K | 0.04% | −29−1.9% | Reduced |
| Aull & Monroe Investment Management Corp | 1,500 | $557.5K | 0.29% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 1,480 | $550.1K | 0.05% | +250+20.3% | Added |
| Magnetar Financial LLC | 1,445 | $537.1K | 0.01% | −7,478−83.8% | Reduced |