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Livermore
Livermore
ZHEN

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.

Institutional holdersQ3 2023: 590 institutions
Q1 2021: 464 institutionsQ2 2021: 455 institutionsQ3 2021: 466 institutionsQ4 2021: 479 institutionsQ1 2022: 513 institutionsQ2 2022: 532 institutionsQ3 2022: 510 institutionsQ4 2022: 558 institutionsQ1 2023: 583 institutionsQ2 2023: 582 institutionsQ3 2023: 590 institutionsQ4 2023: 669 institutionsQ1 2024: 640 institutionsQ2 2024: 631 institutionsQ3 2024: 675 institutionsQ4 2024: 694 institutionsQ1 2025: 678 institutionsQ2 2025: 673 institutionsQ3 2025: 677 institutionsQ4 2025: 685 institutionsQ1 2026: 670 institutionsQ2 2026: 690 institutions
Value heldQ3 2023: $15.1B
Q1 2021: $9.29BQ2 2021: $9.58BQ3 2021: $9.38BQ4 2021: $10.2BQ1 2022: $11.1BQ2 2022: $10.2BQ3 2022: $9.66BQ4 2022: $12.1BQ1 2023: $13.1BQ2 2023: $13.7BQ3 2023: $15.1BQ4 2023: $14.2BQ1 2024: $16.2BQ2 2024: $15.4BQ3 2024: $15.8BQ4 2024: $14.6BQ1 2025: $14.7BQ2 2025: $13.6BQ3 2025: $13.5BQ4 2025: $13.4BQ1 2026: $12.0BQ2 2026: $14.2B
Institutions holding EG and their total value by quarter
QuarterHoldersValue
Q2 2026690$14.2B
Q1 2026670$12.0B
Q4 2025685$13.4B
Q3 2025677$13.5B
Q2 2025673$13.6B
Q1 2025678$14.7B
Q4 2024694$14.6B
Q3 2024675$15.8B
Q2 2024631$15.4B
Q1 2024640$16.2B
Q4 2023669$14.2B
Q3 2023590$15.1B
Q2 2023582$13.7B
Q1 2023583$13.1B
Q4 2022558$12.1B
Q3 2022510$9.66B
Q2 2022532$10.2B
Q1 2022513$11.1B
Q4 2021479$10.2B
Q3 2021466$9.38B
Q2 2021455$9.58B
Q1 2021464$9.29B

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding Everest Group, Ltd.; share changes are against Q2 2023.

Institutions holding EG in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Rowland & Co Investment Counsel1,445$537.1K0.13%00.0%Unchanged
Jump Financial, LLC1,433$532.6K0.02%−7,572−84.1%Reduced
Elevated Capital Advisors, LLC1,411$524.4K0.18%−4−0.3%Reduced
Banco Bilbao Vizcaya Argentaria, S.A.1,373$509.9K0.01%+38+2.8%Added
Chesley Taft & Associates LLC1,372$509.9K0.03%+317+30.0%Added
SRB Corp1,352$502.5K0.03%+161+13.5%Added
Oversea-Chinese Banking CORP Ltd1,352$502.5K0.02%+1,352New
Centiva Capital, LP1,350$501.8K0.02%−1,063−44.1%Reduced
Legacy Wealth Asset Management, LLC1,339$497.7K0.18%+43+3.3%Added
Erste Asset Management GmbH1,300$495.9K0.01%00.0%Unchanged
Qsemble Capital Management, LP1,317$489.5K0.09%−33−2.4%Reduced
Capula Management Ltd1,300$483.2K0.03%+1,300New
Stephens Inc1,288$478.7K0.01%+358+38.5%Added
D.A. Davidson & Co.1,245$462.8K0.01%−9−0.7%Reduced
Huntington National Bank1,227$456.0K0.00%−55−4.3%Reduced
Greenleaf Trust1,224$454.9K0.01%+243+24.8%Added
Traynor Capital Management, Inc.1,218$452.7K0.06%00.0%Unchanged
Blair William & Co1,175$448.4K0.00%+1,175New
Jefferies Financial Group Inc.1,200$446.0K0.01%−50−4.0%Reduced
Atlas Private Wealth Management1,200$446.0K0.24%00.0%Unchanged
Cetera Advisor Networks LLC1,200$446.0K0.00%+397+49.4%Added
Gsa Capital Partners LLP1,192$443.0K0.04%+585+96.4%Added
Winton Group Ltd1,180$438.6K0.04%+180+18.0%Added
Checchi Capital Advisers, LLC1,173$436.0K0.04%−80−6.4%Reduced
Wealthstar Advisors, LLC1,167$433.7K0.19%+1,167New
Truist Financial Corp1,166$433.4K0.00%−239−17.0%Reduced
Stratos Wealth Partners, LTD.1,146$425.9K0.01%+148+14.8%Added
Tokio Marine Asset Management Co Ltd1,126$418.5K0.03%+19+1.7%Added
Trail Ridge Investment Advisors, LLC1,111$412.9K0.28%+26+2.4%Added
Atlas Capital Advisors LLC1,108$411.8K0.07%−63−5.4%Reduced
Wellington Shields & Co., LLC1,100$408.8K0.10%00.0%Unchanged
Arrow Investment Advisors, LLC1,095$407.0K0.33%−8−0.7%Reduced
Raymond James Trust N.A.1,093$406.2K0.01%+105+10.6%Added
MAI Capital Management1,057$392.7K0.01%−32−2.9%Reduced
Keybank National Association1,056$392.5K0.00%+103+10.8%Added
180 Wealth Advisors, LLC1,010$375.4K0.08%+1,010New
Kestra Advisory Services, LLC976$362.8K0.00%+976New
Creative Planning970$360.6K0.00%−1−0.1%Reduced
Pitcairn Co963$357.9K0.03%+44+4.8%Added
Ieq Capital, LLC961$357.0K0.01%+233+32.0%Added
Y-Intercept (Hong Kong) Ltd955$354.9K0.03%+955New
Capstone Investment Advisors, LLC941$349.7K0.01%+941New
Vestcor Inc927$345.0K0.01%00.0%Unchanged
Forum Financial Management, LP909$337.8K0.01%00.0%Unchanged
Clarius Group, LLC904$336.0K0.03%−13−1.4%Reduced
Alps Advisors Inc890$330.8K0.00%+890New
Eqis Capital Management, Inc.877$325.8K0.04%+28+3.3%Added
Klingenstein Fields & Co LP850$315.9K0.02%00.0%Unchanged
Cresset Asset Management, LLC850$315.9K0.00%−57−6.3%Reduced
Moors & Cabot, Inc.800$297.3K0.02%−200−20.0%Reduced
CSS LLC800$297.3K0.02%+800New
E&G Advisors, LP800$297.0K0.11%00.0%Unchanged
Asahi Life Asset Management Co., Ltd.765$284.3K0.10%+765New
Fifth Third Bancorp753$279.9K0.00%+122+19.3%Added
Central Trust Co746$277.3K0.01%−160−17.7%Reduced
Ramirez Asset Management, Inc.740$275.0K0.06%+740New
iA Global Asset Management Inc.735$273.0K0.01%−736−50.0%Reduced
Ancora Advisors, LLC725$269.5K0.01%+725New
Leonteq Securities AG715$265.7K0.03%−26−3.5%Reduced
Banque Cantonale Vaudoise712$264.0K0.01%−1,473−67.4%Reduced
Darwin Advisors, LLC704$261.8K0.07%+27+4.0%Added
Bessemer Group Inc701$260.0K0.00%−72−9.3%Reduced
Hyman Charles D700$260.0K0.02%00.0%Unchanged
Avantax Advisory Services, Inc.691$256.7K0.00%−55−7.4%Reduced
Capital Insight Partners, LLC735$255.1K0.06%00.0%Unchanged
Savant Capital, LLC686$254.8K0.00%−15−2.1%Reduced
Red Door Wealth Management, LLC669$248.6K0.06%+669New
DoubleLine ETF Adviser LP668$248.3K0.09%+16+2.5%Added
Brevan Howard Capital Management LP664$246.8K0.07%+664New
Texas Yale Capital Corp.650$241.6K0.01%00.0%Unchanged
Chesapeake Asset Management LLC639$237.5K0.23%+181+39.5%Added
Perigon Wealth Management, LLC637$236.6K0.01%+637New
Commonwealth Equity Services, LLC635$236.0K0.00%+27+4.4%Added
Smithfield Trust Co630$235.0K0.01%00.0%Unchanged
Mather Group, LLC.630$234.2K0.00%+8+1.3%Added
Ci Investments Inc.627$233.0K0.00%+447+248.3%Added
Northwestern Mutual Wealth Management Co624$231.7K0.00%−53−7.8%Reduced
Fund Management at Engine No. 1 LLC621$230.8K0.04%+621New
Quent Capital, LLC608$226.0K0.04%−23−3.6%Reduced
Toroso Investments, LLC605$224.9K0.01%−1,317−68.5%Reduced
Somerset Trust Co603$224.1K0.10%+603New
Wedmont Private Capital571$222.7K0.02%−25−4.2%Reduced
Lido Advisors, LLC592$220.2K0.00%+592New
Wetherby Asset Management Inc591$219.7K0.01%−13−2.2%Reduced
Assenagon Asset Management S.A.591$219.7K0.00%00.0%Unchanged
Meeder Asset Management Inc580$215.6K0.02%00.0%Unchanged
Convergence Investment Partners, LLC560$208.0K0.12%+560New
Vestmark Advisory Solutions, Inc.557$207.0K0.02%+557New
V-Square Quantitative Management LLC552$205.2K0.09%+552New
Edgestream Partners, L.P.546$202.9K0.02%+546New
Ameritas Investment Partners, Inc.525$195.1K0.01%00.0%Unchanged
Webster Bank, N. A.500$185.8K0.03%00.0%Unchanged
Westpac Banking Corp476$176.9K0.01%+90+23.3%Added
Penserra Capital Management LLC444$164.0K0.00%−25−5.3%Reduced
Grove Bank & Trust436$162.0K0.03%−15−3.3%Reduced
GWM Advisors LLC416$154.6K0.00%−644−60.8%Reduced
Parallel Advisors, LLC409$152.0K0.01%+169+70.4%Added
Hantz Financial Services, Inc.408$152.0K0.00%+408New
Forsta Ap-Fonden400$148.7K0.00%−6,100−93.8%Reduced
Advisory Services Network, LLC375$139.4K0.00%+375New