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 |
|---|---|---|---|---|---|
| Mirabella Financial Services LLP | 2,728 | $964.5K | 0.14% | −9,472−77.6% | Reduced |
| NorthCrest Asset Manangement, LLC | 2,740 | $968.8K | 0.04% | −50−1.8% | Reduced |
| Wolverine Trading, LLC | 2,790 | $986.5K | 0.01% | +2,790 | New |
| Wexford Capital LP | 2,800 | $990.0K | 0.21% | −391−12.3% | Reduced |
| Securian Asset Management, Inc | 2,800 | $990.0K | 0.03% | −369−11.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 2,834 | $1.00M | 0.00% | +673+31.1% | Added |
| Everence Capital Management Inc | 2,840 | $1.00M | 0.07% | 00.0% | Unchanged |
| Dana Investment Advisors, Inc. | 2,849 | $1.01M | 0.05% | +264+10.2% | Added |
| Uncommon Cents Investing LLC | 2,874 | $1.02M | 0.34% | +310+12.1% | Added |
| Neuberger Berman Group LLC | 2,879 | $1.02M | 0.00% | −4,023−58.3% | Reduced |
| Ossiam | 2,907 | $1.03M | 0.02% | −654−18.4% | Reduced |
| Veriti Management LLC | 2,948 | $1.04M | 0.09% | +82+2.9% | Added |
| Crossmark Global Holdings, Inc. | 3,008 | $1.06M | 0.02% | −26−0.9% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 3,114 | $1.10M | 0.00% | −1,676−35.0% | Reduced |
| Strategic Investment Advisors | 3,125 | $1.10M | 0.16% | +3,125 | New |
| M&T Bank Corp | 3,176 | $1.12M | 0.00% | −56−1.7% | Reduced |
| Icon Advisers Inc | 3,200 | $1.13M | 0.26% | 00.0% | Unchanged |
| Alamar Capital Management, LLC | 3,285 | $1.16M | 0.92% | +103+3.2% | Added |
| Maryland State Retirement & Pension System | 3,286 | $1.16M | 0.02% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 3,300 | $1.17M | 0.13% | +665+25.2% | Added |
| Cornercap Investment Counsel Inc | 3,358 | $1.19M | 0.19% | −2,562−43.3% | Reduced |
| JustInvest LLC | 3,372 | $1.19M | 0.03% | −825−19.7% | Reduced |
| Gotham Asset Management, LLC | 3,400 | $1.20M | 0.02% | +1,323+63.7% | Added |
| Dynamic Advisor Solutions LLC | 3,257 | $1.21M | 0.05% | +3,257 | New |
| Exchange Traded Concepts, LLC | 3,430 | $1.21M | 0.03% | −254−6.9% | Reduced |
| Hartford Investment Management Co | 3,444 | $1.22M | 0.05% | −139−3.9% | Reduced |
| Kentucky Retirement Systems | 3,472 | $1.23M | 0.04% | +90+2.7% | Added |
| Cetera Investment Advisers | 3,502 | $1.24M | 0.01% | −174−4.7% | Reduced |
| Lighthouse Investment Partners, LLC | 3,537 | $1.25M | 0.09% | +3,537 | New |
| Gulf International Bank (UK) Ltd | 3,545 | $1.25M | 0.04% | −370−9.5% | Reduced |
| Blair William & Co | 3,559 | $1.26M | 0.00% | +2,384+202.9% | Added |
| Brevan Howard Capital Management LP | 3,563 | $1.26M | 0.13% | +2,899+436.6% | Added |
| La Banque Postale Asset Management SA | 3,566 | $1.26M | 0.03% | −2,020−36.2% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 3,594 | $1.27M | 0.03% | +695+24.0% | Added |
| Natixis | 3,605 | $1.27M | 0.01% | +1,326+58.2% | Added |
| Pacer Advisors, Inc. | 3,618 | $1.28M | 0.00% | +902+33.2% | Added |
| Delphi Management Inc | 3,636 | $1.29M | 1.18% | −107−2.9% | Reduced |
| Toroso Investments, LLC | 3,649 | $1.29M | 0.03% | +3,044+503.1% | Added |
| Teza Capital Management LLC | 3,664 | $1.30M | 0.22% | +3,664 | New |
| Teachers Retirement System of the State of Kentucky | 3,713 | $1.31M | 0.01% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 3,712 | $1.31M | 0.01% | −182−4.7% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 3,795 | $1.34M | 0.06% | +3,795 | New |
| Whittier Trust Co | 3,815 | $1.35M | 0.02% | −30−0.8% | Reduced |
| AustralianSuper Pty Ltd | 3,894 | $1.38M | 0.01% | −241−5.8% | Reduced |
| Stevens Capital Management LP | 3,931 | $1.39M | 0.35% | +3,931 | New |
| Daiwa Securities Group Inc. | 3,961 | $1.40M | 0.01% | +389+10.9% | Added |
| Vienna Asset Management LLC | 3,876 | $1.40M | 1.28% | +3,876 | New |
| Lake Street Financial LLC | 3,975 | $1.41M | 0.22% | +3,975 | New |
| Stifel Financial Corp | 3,987 | $1.41M | 0.00% | +753+23.3% | Added |
| The PNC Financial Services Group, Inc. | 4,066 | $1.44M | 0.00% | +586+16.8% | Added |
| Public Employees Retirement Association of Colorado | 4,099 | $1.45M | 0.01% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 4,135 | $1.46M | 0.01% | −496−10.7% | Reduced |
| First Manhattan Co | 4,200 | $1.49M | 0.01% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 4,204 | $1.49M | 0.07% | +360+9.4% | Added |
| Chartwell Investment Partners, LLC | 4,243 | $1.50M | 0.05% | −295−6.5% | Reduced |
| Globeflex Capital L P | 4,307 | $1.52M | 0.16% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 4,307 | $1.52M | 0.02% | +1,650+62.1% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 4,318 | $1.53M | 0.02% | +87+2.1% | Added |
| Great Lakes Advisors, LLC | 4,327 | $1.53M | 0.01% | −529−10.9% | Reduced |
| Ethic Inc. | 4,353 | $1.54M | 0.05% | +178+4.3% | Added |
| Diversified Trust Co | 4,357 | $1.54M | 0.05% | −425−8.9% | Reduced |
| F/M Investments LLC | 4,433 | $1.57M | 0.89% | +4,433 | New |
| Oppenheimer & Co Inc | 4,462 | $1.58M | 0.03% | +1,194+36.5% | Added |
| AE Wealth Management LLC | 4,252 | $1.61M | 0.01% | +4,252 | New |
| Ostrum Asset Management | 4,661 | $1.65M | 0.14% | −1,365−22.7% | Reduced |
| SG Americas Securities, LLC | 4,831 | $1.71M | 0.02% | +1,543+46.9% | Added |
| Federation des caisses Desjardins du Quebec | 4,897 | $1.73M | 0.02% | −131−2.6% | Reduced |
| Nissay Asset Management Corp | 4,905 | $1.73M | 0.01% | +218+4.7% | Added |
| British Columbia Investment Management Corp | 4,996 | $1.77M | 0.01% | +1,097+28.1% | Added |
| RBF Capital, LLC | 5,000 | $1.77M | 0.11% | 00.0% | Unchanged |
| Harbor Advisors LLC | 5,000 | $1.77M | 0.34% | 00.0% | Unchanged |
| California First Leasing Corp | 5,040 | $1.78M | 0.95% | +5,040 | New |
| Fox Run Management, L.L.C. | 5,115 | $1.81M | 0.46% | +3,076+150.9% | Added |
| Lowe Brockenbrough & Co Inc | 5,263 | $1.86M | 0.14% | +95+1.8% | Added |
| Assenagon Asset Management S.A. | 5,278 | $1.87M | 0.01% | +4,687+793.1% | Added |
| Trust Co of Toledo NA | 5,429 | $1.92M | 0.33% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 5,457 | $1.93M | 0.05% | +5,457 | New |
| 1832 Asset Management L.P. | 5,578 | $1.97M | 0.00% | +262+4.9% | Added |
| MML Investors Services, LLC | 5,617 | $1.99M | 0.01% | +951+20.4% | Added |
| CIBC Asset Management Inc | 5,617 | $1.99M | 0.01% | −193−3.3% | Reduced |
| HRT Financial LP | 5,693 | $2.01M | 0.01% | −7,981−58.4% | Reduced |
| Aware Super Pty Ltd as trustee of Aware Super | 5,957 | $2.02M | 0.03% | +5,957 | New |
| Janus Henderson Group PLC | 5,777 | $2.04M | 0.00% | −84−1.4% | Reduced |
| Old National Bancorp | 5,851 | $2.07M | 0.05% | −1,643−21.9% | Reduced |
| Desjardins Global Asset Management Inc. | 5,856 | $2.07M | 0.22% | +208+3.7% | Added |
| Korea Investment CORP | 5,876 | $2.08M | 0.01% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 5,991 | $2.12M | 0.01% | +227+3.9% | Added |
| Wedge Capital Management L L P | 6,038 | $2.13M | 0.04% | +1,033+20.6% | Added |
| Yousif Capital Management, LLC | 6,083 | $2.15M | 0.03% | −121−2.0% | Reduced |
| Edgestream Partners, L.P. | 6,145 | $2.17M | 0.16% | +5,599+1,025.5% | Added |
| Quantbot Technologies LP | 6,160 | $2.18M | 0.13% | +6,160 | New |
| Xponance, Inc. | 6,310 | $2.23M | 0.03% | −216−3.3% | Reduced |
| Robertson Stephens Wealth Management, LLC | 6,314 | $2.23M | 0.14% | −291−4.4% | Reduced |
| Anchor Capital Advisors LLC | 6,391 | $2.26M | 0.06% | −708−10.0% | Reduced |
| Kempner Capital Management Inc. | 6,479 | $2.29M | 1.28% | −20.0% | Reduced |
| Gilman Hill Asset Management, LLC | 6,527 | $2.31M | 0.43% | −15−0.2% | Reduced |
| New York Life Investment Management LLC | 6,640 | $2.35M | 0.02% | −100−1.5% | Reduced |
| Tower Research Capital LLC (TRC) | 6,709 | $2.37M | 0.03% | +4,641+224.4% | Added |
| Public Sector Pension Investment Board | 6,780 | $2.40M | 0.02% | −3,185−32.0% | Reduced |
| Verition Fund Management LLC | 6,843 | $2.42M | 0.02% | −12,141−64.0% | Reduced |