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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.

Q4 2023 vs. Q3 2023

How the institutions holding Everest Group, Ltd. changed between Q3 2023 and Q4 2023.

All holders in Q4 2023All holders in Q3 2023

13F holders of EG: Q3 2023 compared with Q4 2023
MeasureQ3 2023Of which not filed for Q4 2023Q4 2023Change
Holders5905669+84
Shares40.4M219.6K40.3M+133.1K (+0.3%)
Value$15.1B$81.6M$14.2B−$772.9M (−5.1%)

5 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (122)

Institutions that held Everest Group, Ltd. at the end of Q4 2023 but not at the end of Q3 2023.

Showing the largest 100 of 122 by value.

Institutions new to EG in Q4 2023
InstitutionSharesValue% of portfolio
Clark Capital Management Group, Inc.100,120$35.4M0.29%
Twinbeech Capital LP50,958$18.0M0.29%
Pathstone Holdings, LLC40,176$14.2M0.08%
NFC Investments, LLC30,543$10.8M3.34%
Point72 Hong Kong Ltd29,997$10.6M0.65%
Synergy Financial Management, LLC28,038$9.91M1.78%
First Trust Investment Solutions L.P.22,607$7.99M1.66%
Nomura Holdings Inc17,566$6.21M0.06%
Degroof Petercam Asset Management17,376$6.14M0.08%
Mount Yale Investment Advisors, LLC16,110$5.70M0.54%
Dupree Financial Group, LLC13,713$4.85M2.37%
Entropy Technologies, LP8,121$2.87M0.53%
Putnam Investments LLC7,849$2.78M0.00%
Oak Thistle LLC7,685$2.72M0.78%
BNC Wealth Management, LLC7,651$2.71M1.28%
Vista Investment Partners LLC7,496$2.65M0.97%
Quadrature Capital Ltd7,272$2.57M0.05%
Axq Capital, LP7,100$2.51M0.67%
Quantbot Technologies LP6,160$2.18M0.13%
Aware Super Pty Ltd as trustee of Aware Super5,957$2.02M0.03%
Kestra Private Wealth Services, LLC5,457$1.93M0.05%
California First Leasing Corp5,040$1.78M0.95%
AE Wealth Management LLC4,252$1.61M0.01%
F/M Investments LLC4,433$1.57M0.89%
Lake Street Financial LLC3,975$1.41M0.22%
Vienna Asset Management LLC3,876$1.40M1.28%
Stevens Capital Management LP3,931$1.39M0.35%
Meiji Yasuda Asset Management Co Ltd.3,795$1.34M0.06%
Teza Capital Management LLC3,664$1.30M0.22%
Lighthouse Investment Partners, LLC3,537$1.25M0.09%
Dynamic Advisor Solutions LLC3,257$1.21M0.05%
Strategic Investment Advisors3,125$1.10M0.16%
Wolverine Trading, LLC2,790$986.5K0.01%
WealthTrust Asset Management, LLC2,720$961.7K0.81%
Railway Pension Investments Ltd2,700$954.7K0.01%
BayBridge Capital Group, LLC2,571$952.2K0.88%
Perpetual Ltd2,460$869.8K0.01%
Smith Group Asset Management, LLC2,361$834.8K0.05%
Boothbay Fund Management, LLC2,350$830.9K0.03%
Empowered Funds, LLC2,288$809.0K0.02%
Grayhawk Investment Strategies Inc.2,192$775.0K0.40%
Lecap Asset Management Ltd2,134$754.5K0.27%
National Asset Management, Inc.2,040$721.4K0.02%
Bridgefront Capital, LLC1,885$666.5K0.50%
MQS Management LLC1,877$663.7K0.37%
ClearAlpha Technologies LP1,856$656.2K0.25%
Campbell & CO Investment Adviser LLC1,831$647.4K0.06%
Bridgeway Capital Management, LLC1,800$636.4K0.01%
Two Sigma Securities, LLC1,763$623.4K0.03%
Eisler Capital (UK) Ltd.1,744$616.6K0.06%
MeadowBrook Investment Advisors LLC1,593$563.3K0.54%
Quantitative Investment Management, LLC1,505$532.0K0.03%
First Hawaiian Bank1,492$527.5K0.02%
Principal Securities, Inc.1,381$488.3K0.02%
Steel Peak Wealth Management LLC1,378$487.2K0.03%
Center For Asset Management LLC1,304$461.1K0.42%
Csenge Advisory Group1,238$437.7K0.03%
Integrated Wealth Concepts LLC1,214$429.2K0.01%
Advanced Portfolio Management, LLC1,123$397.1K0.42%
Personal Cfo Solutions, LLC1,092$386.1K0.07%
CWA Asset Management Group, LLC1,069$378.0K0.03%
Vivid Wealth Management, LLC1,036$366.3K0.25%
Centaurus Financial, Inc.975$345.0K0.03%
FJ Investments, LLC955$337.7K0.02%
We Are One Seven, LLC930$328.8K0.02%
Banque Pictet & Cie SA667$311.1K0.00%
Cutter & CO Brokerage, Inc.874$308.9K0.09%
TFB Advisors LLC873$308.7K0.16%
United Capital Financial Advisers, LLC863$305.1K0.00%
Jackson Creek Investment Advisors LLC852$301.0K0.12%
Clare Market Investments LLC800$282.9K0.10%
FDx Advisors, Inc.795$281.0K0.02%
Coastal Investment Advisors, Inc.791$279.7K0.06%
Ascent Group, LLC739$266.7K0.03%
Sequoia Financial Advisors, LLC713$252.1K0.00%
CIBC World Markets Inc.656$232.0K0.00%
Envestnet Portfolio Solutions, Inc.645$228.1K0.00%
Meiji Yasuda Life Insurance Co640$226.3K0.00%
Sompo Asset Management Co., Ltd.640$226.3K0.04%
Nwam LLC633$223.8K0.02%
Profund Advisors LLC627$221.7K0.01%
Ground Swell Capital, LLC617$218.2K0.80%
NEOS Investment Management LLC614$217.1K0.02%
GAMMA Investing LLC326$125.5K0.03%
EntryPoint Capital, LLC345$122.0K0.12%
Proequities, Inc.344$121.6K0.01%
West Tower Group, LLC258$91.2K0.19%
Quarry LP202$71.4K0.04%
SYSTM Wealth Solutions LLC138$48.8K0.01%
Larson Financial Group LLC133$46.9K0.00%
BKM Wealth Management, LLC132$46.7K0.02%
Montag A & Associates Inc110$38.9K0.00%
University of Texas/Texas Am Investment Managment Co90$31.8K0.01%
Headlands Technologies LLC70$24.8K0.01%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC70$24.8K0.00%
Richardson Financial Services Inc.63$22.3K0.02%
Central Bank & Trust Co38$13.4K0.00%
Turtle Creek Wealth Advisors, LLC36$12.7K0.00%
Wetzel Investment Advisors, Inc.33$12.0K0.01%
Caitlin John, LLC34$11.9K0.01%

Sold out (38)

Institutions that held Everest Group, Ltd. at the end of Q3 2023 and filed for Q4 2023 without it.

Institutions that sold out of EG in Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
Egerton Capital (UK) LLP223,093$82.9M
Echo Street Capital Management LLC158,216$58.8M
Castle Hook Partners LP47,302$17.6M
Tudor Investment Corp Et Al24,095$8.96M
Driehaus Capital Management LLC19,503$7.25M
ExodusPoint Capital Management, LP11,156$4.15M
Connor, Clark & Lunn Investment Management Ltd.8,473$3.15M
IFM Investors Pty Ltd7,481$2.78M
Monument Capital Management6,656$2.47M
Ballast Asset Management, LP6,400$2.38M
ISAM Funds (UK) Ltd5,242$1.95M
Scotia Capital Inc.3,297$1.23M
Dark Forest Capital Management LP2,977$1.11M
Peapack Gladstone Financial Corp2,619$973.0K
Cantor Fitzgerald, L. P.2,422$900.2K
Inceptionr LLC2,016$749.3K
Symmetry Partners, LLC1,869$695.0K
C2C Wealth Management, LLC1,820$679.9K
Empirical Asset Management, LLC1,783$662.7K
Qsemble Capital Management, LP1,317$489.5K
Capula Management Ltd1,300$483.2K
Jefferies Financial Group Inc.1,200$446.0K
Gsa Capital Partners LLP1,192$443.0K
Perigon Wealth Management, LLC637$236.6K
Fund Management at Engine No. 1 LLC621$230.8K
Somerset Trust Co603$224.1K
Convergence Investment Partners, LLC560$208.0K
Vestmark Advisory Solutions, Inc.557$207.0K
Donald Smith & Co., Inc.266$98.9K
Riverview Trust Co55$20.4K
GHP Investment Advisors, Inc.41$16.3K
Hibernia Wealth Partners, LLC33$12.3K
Pinnacle Bancorp, Inc.23$8.55K
Stonebridge Capital Advisors LLC7$2.60K
Washington Trust Co5$1.86K
WR Wealth Planners, LLC5$1.86K
North Star Investment Management Corp.2$743
Glass Jacobson Investment Advisors llc1$372

Not filed for Q4 2023 yet (5)

Institutions that held Everest Group, Ltd. at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding EG in Q3 2023 that haven't filed for Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
Virginia Retirement Systems Et Al177,985$66.2M
Pathstone Family Office, LLC36,432$13.5M
Advisor Partners II, LLC3,302$1.23M
First Republic Investment Management, Inc.1,845$685.7K
Steward Financial Group LLC23$8.00K