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.
| 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, Q4 2023
Shares, value and share of portfolio for each institution holding Everest Group, Ltd.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Steward Partners Investment Advisory, LLC | 211 | $74.6K | 0.00% | +45+27.1% | Added |
| Sentry Investment Management LLC | 226 | $80.0K | 0.03% | −24−9.6% | Reduced |
| EverSource Wealth Advisors, LLC | 235 | $83.1K | 0.01% | +2+0.9% | Added |
| Covestor Ltd | 237 | $84.0K | 0.06% | +165+229.2% | Added |
| Versant Capital Management, Inc | 239 | $84.5K | 0.03% | 00.0% | Unchanged |
| Colonial Trust Co | 246 | $87.0K | 0.02% | +2+0.8% | Added |
| Asset Dedication, LLC | 250 | $88.0K | 0.01% | 00.0% | Unchanged |
| West Tower Group, LLC | 258 | $91.2K | 0.19% | +258 | New |
| Global Retirement Partners, LLC | 275 | $101.5K | 0.00% | +241+708.8% | Added |
| Stephenson National Bank & Trust | 337 | $119.2K | 0.06% | 00.0% | Unchanged |
| Proequities, Inc. | 344 | $121.6K | 0.01% | +344 | New |
| EntryPoint Capital, LLC | 345 | $122.0K | 0.12% | +345 | New |
| Penserra Capital Management LLC | 348 | $122.0K | 0.00% | −96−21.6% | Reduced |
| GAMMA Investing LLC | 326 | $125.5K | 0.03% | +326 | New |
| Loomis Sayles & Co L P | 357 | $126.0K | 0.00% | +239+202.5% | Added |
| Hantz Financial Services, Inc. | 408 | $144.0K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 436 | $154.2K | 0.03% | 00.0% | Unchanged |
| State of Wyoming | 436 | $154.2K | 0.03% | +188+75.8% | Added |
| Parallel Advisors, LLC | 444 | $157.0K | 0.00% | +35+8.6% | Added |
| GWM Advisors LLC | 463 | $163.8K | 0.00% | +47+11.3% | Added |
| UniSuper Management Pty Ltd | 472 | $166.9K | 0.00% | +172+57.3% | Added |
| Ameritas Investment Partners, Inc. | 482 | $170.4K | 0.01% | −43−8.2% | Reduced |
| IFP Advisors, Inc | 493 | $174.3K | 0.01% | +490+16,333.3% | Added |
| Webster Bank, N. A. | 500 | $176.8K | 0.02% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 552 | $195.2K | 0.05% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 580 | $205.1K | 0.02% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 586 | $207.1K | 0.00% | −390−40.0% | Reduced |
| Wetherby Asset Management Inc | 602 | $212.9K | 0.01% | +11+1.9% | Added |
| Horizon Investments, LLC | 614 | $217.1K | 0.01% | −1,839−75.0% | Reduced |
| NEOS Investment Management LLC | 614 | $217.1K | 0.02% | +614 | New |
| Ground Swell Capital, LLC | 617 | $218.2K | 0.80% | +617 | New |
| Profund Advisors LLC | 627 | $221.7K | 0.01% | +627 | New |
| Smithfield Trust Co | 630 | $222.0K | 0.01% | 00.0% | Unchanged |
| Nwam LLC | 633 | $223.8K | 0.02% | +633 | New |
| Chesapeake Asset Management LLC | 639 | $225.9K | 0.20% | 00.0% | Unchanged |
| Meiji Yasuda Life Insurance Co | 640 | $226.3K | 0.00% | +640 | New |
| Sompo Asset Management Co., Ltd. | 640 | $226.3K | 0.04% | +640 | New |
| Envestnet Portfolio Solutions, Inc. | 645 | $228.1K | 0.00% | +645 | New |
| Darwin Advisors, LLC | 646 | $228.3K | 0.06% | −58−8.2% | Reduced |
| Leonteq Securities AG | 647 | $228.8K | 0.03% | −68−9.5% | Reduced |
| Quent Capital, LLC | 648 | $229.0K | 0.03% | +40+6.6% | Added |
| Wedmont Private Capital | 615 | $229.1K | 0.02% | +44+7.7% | Added |
| Texas Yale Capital Corp. | 650 | $229.8K | 0.01% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 656 | $232.0K | 0.00% | +656 | New |
| Red Door Wealth Management, LLC | 669 | $236.5K | 0.05% | 00.0% | Unchanged |
| Central Trust Co | 674 | $238.3K | 0.01% | −72−9.7% | Reduced |
| Savant Capital, LLC | 678 | $239.6K | 0.00% | −8−1.2% | Reduced |
| iA Global Asset Management Inc. | 681 | $241.0K | 0.01% | −54−7.3% | Reduced |
| Avantax Advisory Services, Inc. | 697 | $246.5K | 0.00% | +6+0.9% | Added |
| Northwestern Mutual Wealth Management Co | 698 | $246.8K | 0.00% | +74+11.9% | Added |
| Bessemer Group Inc | 701 | $248.0K | 0.00% | 00.0% | Unchanged |
| Hyman Charles D | 700 | $248.0K | 0.01% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 712 | $252.0K | 0.01% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 713 | $252.1K | 0.00% | +713 | New |
| Ancora Advisors, LLC | 725 | $256.3K | 0.01% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 732 | $259.0K | 0.00% | +97+15.3% | Added |
| AlphaCentric Advisors LLC | 733 | $259.2K | 0.17% | +446+155.4% | Added |
| Ramirez Asset Management, Inc. | 740 | $261.6K | 0.05% | 00.0% | Unchanged |
| DoubleLine ETF Adviser LP | 745 | $263.4K | 0.08% | +77+11.5% | Added |
| Ascent Group, LLC | 739 | $266.7K | 0.03% | +739 | New |
| Coastal Investment Advisors, Inc. | 791 | $279.7K | 0.06% | +791 | New |
| FDx Advisors, Inc. | 795 | $281.0K | 0.02% | +795 | New |
| CSS LLC | 800 | $282.9K | 0.02% | 00.0% | Unchanged |
| Clare Market Investments LLC | 800 | $282.9K | 0.10% | +800 | New |
| Eqis Capital Management, Inc. | 818 | $289.2K | 0.02% | −59−6.7% | Reduced |
| Wealthstar Advisors, LLC | 831 | $293.8K | 0.11% | −336−28.8% | Reduced |
| Alps Advisors Inc | 835 | $295.2K | 0.00% | −55−6.2% | Reduced |
| Klingenstein Fields & Co LP | 850 | $300.5K | 0.01% | 00.0% | Unchanged |
| Jackson Creek Investment Advisors LLC | 852 | $301.0K | 0.12% | +852 | New |
| Ieq Capital, LLC | 860 | $304.0K | 0.01% | −101−10.5% | Reduced |
| Raymond James Trust N.A. | 863 | $305.1K | 0.01% | −230−21.0% | Reduced |
| United Capital Financial Advisers, LLC | 863 | $305.1K | 0.00% | +863 | New |
| Fifth Third Bancorp | 871 | $308.0K | 0.00% | +118+15.7% | Added |
| TFB Advisors LLC | 873 | $308.7K | 0.16% | +873 | New |
| Cutter & CO Brokerage, Inc. | 874 | $308.9K | 0.09% | +874 | New |
| Banque Pictet & Cie SA | 667 | $311.1K | 0.00% | +667 | New |
| Clarius Group, LLC | 882 | $311.9K | 0.03% | −22−2.4% | Reduced |
| Lido Advisors, LLC | 895 | $316.4K | 0.00% | +303+51.2% | Added |
| Asahi Life Asset Management Co., Ltd. | 895 | $316.5K | 0.17% | +130+17.0% | Added |
| Arrow Investment Advisors, LLC | 897 | $317.2K | 0.27% | −198−18.1% | Reduced |
| Forum Financial Management, LP | 909 | $321.4K | 0.01% | 00.0% | Unchanged |
| Vestcor Inc | 919 | $325.0K | 0.01% | −8−0.9% | Reduced |
| We Are One Seven, LLC | 930 | $328.8K | 0.02% | +930 | New |
| FJ Investments, LLC | 955 | $337.7K | 0.02% | +955 | New |
| Keybank National Association | 963 | $340.5K | 0.00% | −93−8.8% | Reduced |
| Pitcairn Co | 965 | $341.2K | 0.03% | +2+0.2% | Added |
| Centaurus Financial, Inc. | 975 | $345.0K | 0.03% | +975 | New |
| EHP Funds Inc. | 1,000 | $353.6K | 0.18% | −600−37.5% | Reduced |
| Moors & Cabot, Inc. | 1,032 | $364.9K | 0.02% | +232+29.0% | Added |
| Vivid Wealth Management, LLC | 1,036 | $366.3K | 0.25% | +1,036 | New |
| Ci Investments Inc. | 1,042 | $368.0K | 0.00% | +415+66.2% | Added |
| MAI Capital Management | 1,055 | $373.0K | 0.00% | −2−0.2% | Reduced |
| 180 Wealth Advisors, LLC | 1,033 | $373.6K | 0.07% | +23+2.3% | Added |
| CWA Asset Management Group, LLC | 1,069 | $378.0K | 0.03% | +1,069 | New |
| E&G Advisors, LP | 1,080 | $382.4K | 0.14% | +280+35.0% | Added |
| Personal Cfo Solutions, LLC | 1,092 | $386.1K | 0.07% | +1,092 | New |
| Wellington Shields & Co., LLC | 1,100 | $388.9K | 0.14% | 00.0% | Unchanged |
| Advanced Portfolio Management, LLC | 1,123 | $397.1K | 0.42% | +1,123 | New |
| Trail Ridge Investment Advisors, LLC | 1,136 | $401.7K | 0.25% | +25+2.3% | Added |
| Cresset Asset Management, LLC | 1,145 | $404.9K | 0.00% | +295+34.7% | Added |