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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, Q4 2023

Institutional positions in Everest Group, Ltd. as of Dec 31, 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
669
+84 vs. Q3 2023
Shares held
40.3M
+133.1K (+0.3%) vs. Q3 2023
Total value
$14.2B
−$772.9M (−5.1%) vs. Q3 2023
New holders
122
256 more added
Sold out
38
199 more reduced

5 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2023: 669 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 heldQ4 2023: $14.2B
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, Q4 2023

Shares, value and share of portfolio for each institution holding Everest Group, Ltd.; share changes are against Q3 2023.

Institutions holding EG in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Sofos Investments, Inc.0$3100.00%0Unchanged
Highline Wealth Partners LLC1$3540.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC1$3540.00%+1New
Raleigh Capital Management Inc.1$3540.00%+1New
Aspect Partners, LLC1$3540.00%+1New
Rakuten Securities, Inc.1$3540.00%+1New
Abound Wealth Management1$3590.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC1$4150.00%00.0%Unchanged
Spire Wealth Management2$7480.00%+2New
Harvest Fund Management Co., Ltd2$1.00K0.00%−263−99.2%Reduced
Valley National Advisers Inc3$1.00K0.00%+1+50.0%Added
Avion Wealth3$1.00K0.00%00.0%Unchanged
USA Financial Portformulas Corp3$1.06K0.00%−2,038−99.9%Reduced
Carolinas Wealth Consulting LLC3$1.06K0.00%00.0%Unchanged
Investors Research Corp3$1.06K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.3$1.06K0.00%00.0%Unchanged
Tfo-TDC, LLC3$1.06K0.00%00.0%Unchanged
Hobbs Group Advisors, LLC3$1.07K0.00%+3New
Raffa Wealth Management, LLC4$1.41K0.00%00.0%Unchanged
Gradient Investments LLC4$1.41K0.00%+4New
Dunhill Financial, LLC4$1.54K0.00%+4New
Manchester Capital Management LLC5$1.77K0.00%00.0%Unchanged
Able Wealth Management LLC5$1.93K0.00%+5New
Capital Analysts, LLC5$2.00K0.00%−13−72.2%Reduced
JNBA Financial Advisors6$2.12K0.00%00.0%Unchanged
Bell Investment Advisors, Inc6$2.12K0.00%00.0%Unchanged
Washington Trust Advisors, Inc.7$2.34K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.7$2.48K0.00%+7New
Jones Financial Companies LLLP8$2.83K0.00%+5+166.7%Added
Oliver Lagore Vanvalin Investment Group8$2.83K0.00%+8New
Rothschild Investment LLC9$3.18K0.00%+9New
WealthCollab, LLC9$3.18K0.00%+9New
SJS Investment Consulting Inc.11$3.89K0.00%00.0%Unchanged
LGT Financial Advisors LLC13$4.60K0.01%00.0%Unchanged
AdvisorNet Financial, Inc13$4.60K0.00%+6+85.7%Added
Clear Investment Research, LLC13$4.60K0.01%+13New
Vermillion & White Wealth Management Group, LLC13$4.60K0.00%+13New
Sachetta, LLC13$4.60K0.00%+13New
Bruce G. Allen Investments, LLC14$4.95K0.00%+14New
Private Wealth Management Group, LLC14$4.95K0.00%+14New
Smartleaf Asset Management LLC16$5.64K0.00%+16New
GW&K Investment Management, LLC18$6.00K0.00%00.0%Unchanged
Venturi Wealth Management, LLC17$6.01K0.00%+17New
Hollencrest Capital Management20$7.07K0.00%00.0%Unchanged
RFP Financial Group LLC21$7.42K0.00%−10−32.3%Reduced
MV Capital Management, Inc.25$8.84K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.25$9.00K0.00%−31−55.4%Reduced
Fortitude Family Office, LLC26$9.19K0.01%+26New
JFS Wealth Advisors, LLC26$9.19K0.00%+1+4.0%Added
Farmers & Merchants Investments Inc27$9.55K0.00%00.0%Unchanged
Institutional & Family Asset Management, LLC27$9.55K0.00%00.0%Unchanged
CVA Family Office, LLC30$10.6K0.00%+30New
Prestige Wealth Management Group LLC31$11.0K0.00%+28+933.3%Added
First Horizon Advisors, Inc.32$11.3K0.00%00.0%Unchanged
Caitlin John, LLC34$11.9K0.01%+34New
Wetzel Investment Advisors, Inc.33$12.0K0.01%+33New
Pathway Financial Advisers, LLC35$12.4K0.00%00.0%Unchanged
Chelsea Counsel Co35$12.4K0.01%00.0%Unchanged
Turtle Creek Wealth Advisors, LLC36$12.7K0.00%+36New
Central Bank & Trust Co38$13.4K0.00%+38New
Barrett & Company, Inc.40$14.1K0.01%00.0%Unchanged
Harbour Investments, Inc.50$17.7K0.00%+8+19.0%Added
Financial Management Professionals, Inc.50$18.0K0.00%+41+455.6%Added
TD Private Client Wealth LLC54$19.1K0.00%+6+12.5%Added
Piscataqua Savings Bank56$19.8K0.02%00.0%Unchanged
Caldwell Trust Co62$21.9K0.00%00.0%Unchanged
Zions Bancorporation, N.A.63$22.3K0.00%+1+1.6%Added
Richardson Financial Services Inc.63$22.3K0.02%+63New
Moisand Fitzgerald Tamayo, LLC64$22.6K0.00%00.0%Unchanged
Private Trust Co NA66$23.3K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC70$24.8K0.00%+70New
Allworth Financial LP70$24.8K0.00%+2+2.9%Added
Headlands Technologies LLC70$24.8K0.01%+70New
JJJ Advisors Inc.76$26.9K0.01%−21−21.6%Reduced
Heritage Wealth Advisors80$28.3K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC80$28.3K0.01%00.0%Unchanged
Massmutual Trust Co FSB84$29.7K0.00%+7+9.1%Added
Clearstead Advisors, LLC87$30.8K0.00%+80+1,142.9%Added
DT Investment Partners, LLC82$31.1K0.00%00.0%Unchanged
Cambridge Trust Co90$31.8K0.00%00.0%Unchanged
University of Texas/Texas Am Investment Managment Co90$31.8K0.01%+90New
FinTrust Capital Advisors, LLC94$33.2K0.01%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.100$35.0K0.00%00.0%Unchanged
Thompson Investment Management, Inc.104$36.8K0.01%00.0%Unchanged
Lindbrook Capital, LLC105$37.1K0.00%+41+64.1%Added
Montag A & Associates Inc110$38.9K0.00%+110New
Toth Financial Advisory Corp130$46.0K0.01%+90+225.0%Added
BKM Wealth Management, LLC132$46.7K0.02%+132New
Larson Financial Group LLC133$46.9K0.00%+133New
Parkside Financial Bank & Trust137$48.4K0.01%−1−0.7%Reduced
SYSTM Wealth Solutions LLC138$48.8K0.01%+138New
Advisory Services Network, LLC146$51.6K0.00%−229−61.1%Reduced
GPS Wealth Strategies Group, LLC152$53.7K0.01%00.0%Unchanged
Whittier Trust Co of Nevada Inc153$54.1K0.00%−140−47.8%Reduced
Key Financial Inc159$56.2K0.02%00.0%Unchanged
Signaturefd, LLC168$59.4K0.00%+25+17.5%Added
Farther Finance Advisors, LLC188$66.5K0.00%+19+11.2%Added
First Financial Corp200$70.7K0.04%00.0%Unchanged
Quarry LP202$71.4K0.04%+202New
Quadrant Capital Group LLC203$71.8K0.01%+17+9.1%Added