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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
Tokio Marine Asset Management Co Ltd1,151$407.0K0.02%+25+2.2%Added
Checchi Capital Advisers, LLC1,170$413.7K0.03%−3−0.3%Reduced
Atlas Capital Advisors LLC1,173$414.7K0.06%+65+5.9%Added
Winton Group Ltd1,210$427.8K0.03%+30+2.5%Added
Integrated Wealth Concepts LLC1,214$429.2K0.01%+1,214New
Greenleaf Trust1,233$436.0K0.00%+9+0.7%Added
Huntington National Bank1,235$436.7K0.00%+8+0.7%Added
Csenge Advisory Group1,238$437.7K0.03%+1,238New
Cinctive Capital Management LP1,255$443.7K0.03%−4,207−77.0%Reduced
D.A. Davidson & Co.1,256$444.2K0.00%+11+0.9%Added
Truist Financial Corp1,272$449.7K0.00%+106+9.1%Added
Capital Insight Partners, LLC1,286$454.7K0.09%+551+75.0%Added
Stephens Inc1,287$455.1K0.01%−1−0.1%Reduced
Erste Asset Management GmbH1,300$458.4K0.01%00.0%Unchanged
Center For Asset Management LLC1,304$461.1K0.42%+1,304New
Traynor Capital Management, Inc.1,318$466.0K0.05%+100+8.2%Added
Creative Planning1,320$466.8K0.00%+350+36.1%Added
Legacy Wealth Asset Management, LLC1,330$470.3K0.15%−9−0.7%Reduced
SRB Corp1,352$478.0K0.03%00.0%Unchanged
Strategy Asset Managers LLC1,360$480.9K0.11%−181−11.7%Reduced
Qtron Investments LLC1,376$486.5K0.08%−357−20.6%Reduced
Steel Peak Wealth Management LLC1,378$487.2K0.03%+1,378New
Principal Securities, Inc.1,381$488.3K0.02%+1,381New
Metis Global Partners, LLC1,402$495.7K0.02%−170−10.8%Reduced
Banco Bilbao Vizcaya Argentaria, S.A.1,419$501.4K0.01%+46+3.4%Added
Capstone Investment Advisors, LLC1,425$503.9K0.01%+484+51.4%Added
Rowland & Co Investment Counsel1,445$510.9K0.12%00.0%Unchanged
Hillsdale Investment Management Inc.1,480$523.3K0.04%00.0%Unchanged
Mather Group, LLC.1,486$525.5K0.01%+856+135.9%Added
First Hawaiian Bank1,492$527.5K0.02%+1,492New
Aull & Monroe Investment Management Corp1,500$530.4K0.26%00.0%Unchanged
Quantitative Investment Management, LLC1,505$532.0K0.03%+1,505New
Norinchukin Bank, The1,521$537.8K0.01%−134−8.1%Reduced
Stratos Wealth Partners, LTD.1,526$539.6K0.01%+380+33.2%Added
American Trust1,538$543.8K0.04%+3+0.2%Added
Kentucky Retirement Systems Insurance Trust Fund1,546$546.6K0.04%+36+2.4%Added
TD Waterhouse Canada Inc.1,393$548.9K0.01%+1,381+11,508.3%Added
Elevated Capital Advisors, LLC1,557$550.5K0.17%+146+10.3%Added
MeadowBrook Investment Advisors LLC1,593$563.3K0.54%+1,593New
Graham Capital Management, L.P.1,604$567.1K0.02%−1,813−53.1%Reduced
Sciencast Management LP1,615$571.0K0.31%−941−36.8%Reduced
Unison Advisors LLC1,634$577.8K0.06%00.0%Unchanged
Lingohr & Partner Asset Management GmbH1,662$588.0K1.34%00.0%Unchanged
Commerce Bank1,680$594.0K0.00%+11+0.7%Added
Gilder Gagnon Howe & Co LLC1,706$603.2K0.01%−9,886−85.3%Reduced
Argent Trust Co1,730$611.7K0.03%00.0%Unchanged
Bartlett & Co. LLC1,747$616.0K0.01%00.0%Unchanged
Bartlett & Co. Wealth Management LLC1,747$616.0K0.01%00.0%Unchanged
Eisler Capital (UK) Ltd.1,744$616.6K0.06%+1,744New
Two Sigma Securities, LLC1,763$623.4K0.03%+1,763New
Metropolitan Life Insurance Co1,767$624.8K0.03%−30−1.7%Reduced
Bridgeway Capital Management, LLC1,800$636.4K0.01%+1,800New
Wealth Enhancement Advisory Services, LLC1,808$639.2K0.00%+7+0.4%Added
Campbell & CO Investment Adviser LLC1,831$647.4K0.06%+1,831New
Machina Capital S.A.S.1,846$652.7K0.42%+21+1.2%Added
Bank of Stockton1,750$654.2K0.22%−96−5.2%Reduced
ClearAlpha Technologies LP1,856$656.2K0.25%+1,856New
Vontobel Holding Ltd.1,865$659.4K0.01%−247−11.7%Reduced
MQS Management LLC1,877$663.7K0.37%+1,877New
Bridgefront Capital, LLC1,885$666.5K0.50%+1,885New
Quantinno Capital Management LP1,886$667.0K0.02%−854−31.2%Reduced
Cetera Advisor Networks LLC1,964$694.3K0.00%+764+63.7%Added
Contravisory Investment Management, Inc.1,978$699.4K0.17%+31+1.6%Added
Greenwood Capital Associates LLC1,980$700.1K0.09%+354+21.8%Added
National Asset Management, Inc.2,040$721.4K0.02%+2,040New
Daymark Wealth Partners, LLC2,050$724.8K0.04%00.0%Unchanged
Advisors Asset Management, Inc.2,076$734.0K0.01%−290−12.3%Reduced
Atlas Private Wealth Management2,098$741.8K0.35%+898+74.8%Added
Lecap Asset Management Ltd2,134$754.5K0.27%+2,134New
Y-Intercept (Hong Kong) Ltd2,156$762.3K0.07%+1,201+125.8%Added
Transatlantique Private Wealth LLC2,176$769.4K0.36%+415+23.6%Added
Grayhawk Investment Strategies Inc.2,192$775.0K0.40%+2,192New
Oppenheimer Asset Management Inc.2,194$775.8K0.01%−249−10.2%Reduced
New Mexico Educational Retirement Board2,200$778.0K0.03%00.0%Unchanged
Verdad Advisers, LP2,250$795.6K1.61%−195−8.0%Reduced
PEAK6 Investments LLC2,270$802.5K0.03%−1,040−31.4%Reduced
Balentine LLC2,277$805.2K0.03%−55−2.4%Reduced
Empowered Funds, LLC2,288$809.0K0.02%+2,288New
Baird Financial Group, Inc.2,294$811.1K0.00%−189−7.6%Reduced
Boothbay Fund Management, LLC2,350$830.9K0.03%+2,350New
Citadel Investment Advisory, Inc.2,350$831.0K0.51%00.0%Unchanged
Smith Group Asset Management, LLC2,361$834.8K0.05%+2,361New
Avidian Wealth Solutions, LLC2,363$835.5K0.05%−100−4.1%Reduced
O'Shaughnessy Asset Management, LLC2,372$838.7K0.01%−5−0.2%Reduced
Brinker Capital Investments, LLC2,255$840.0K0.01%−188−7.7%Reduced
Orion Portfolio Solutions, LLC2,255$840.0K0.01%−188−7.7%Reduced
XTX Topco Ltd2,390$845.1K0.19%−228−8.7%Reduced
Ontario Teachers Pension Plan Board2,407$851.1K0.01%−701−22.6%Reduced
CIBC Private Wealth Group, LLC2,431$859.6K0.00%+65+2.7%Added
Westpac Banking Corp2,460$869.8K0.07%+1,984+416.8%Added
Perpetual Ltd2,460$869.8K0.01%+2,460New
Synovus Financial Corp2,464$871.2K0.01%+48+2.0%Added
Chesley Taft & Associates LLC2,512$888.2K0.05%+1,140+83.1%Added
PAX Financial Group, LLC2,550$904.2K0.19%−202−7.3%Reduced
Oversea-Chinese Banking CORP Ltd2,558$904.5K0.03%+1,206+89.2%Added
Louisiana State Employees Retirement System2,600$919.3K0.02%−100−3.7%Reduced
GTS Securities LLC2,641$933.8K0.02%+798+43.3%Added
BayBridge Capital Group, LLC2,571$952.2K0.88%+2,571New
Railway Pension Investments Ltd2,700$954.7K0.01%+2,700New
WealthTrust Asset Management, LLC2,720$961.7K0.81%+2,720New