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 |
|---|---|---|---|---|---|
| British Columbia Investment Management Corp | 4,996 | $1.77M | 0.01% | +1,097+28.1% | Added |
| Nissay Asset Management Corp | 4,905 | $1.73M | 0.01% | +218+4.7% | Added |
| Federation des caisses Desjardins du Quebec | 4,897 | $1.73M | 0.02% | −131−2.6% | Reduced |
| SG Americas Securities, LLC | 4,831 | $1.71M | 0.02% | +1,543+46.9% | Added |
| Ostrum Asset Management | 4,661 | $1.65M | 0.14% | −1,365−22.7% | Reduced |
| AE Wealth Management LLC | 4,252 | $1.61M | 0.01% | +4,252 | New |
| Oppenheimer & Co Inc | 4,462 | $1.58M | 0.03% | +1,194+36.5% | Added |
| F/M Investments LLC | 4,433 | $1.57M | 0.89% | +4,433 | New |
| Diversified Trust Co | 4,357 | $1.54M | 0.05% | −425−8.9% | Reduced |
| Ethic Inc. | 4,353 | $1.54M | 0.05% | +178+4.3% | Added |
| Great Lakes Advisors, LLC | 4,327 | $1.53M | 0.01% | −529−10.9% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 4,318 | $1.53M | 0.02% | +87+2.1% | Added |
| Park Avenue Securities LLC | 4,307 | $1.52M | 0.02% | +1,650+62.1% | Added |
| Globeflex Capital L P | 4,307 | $1.52M | 0.16% | 00.0% | Unchanged |
| Chartwell Investment Partners, LLC | 4,243 | $1.50M | 0.05% | −295−6.5% | Reduced |
| Ingalls & Snyder LLC | 4,204 | $1.49M | 0.07% | +360+9.4% | Added |
| First Manhattan Co | 4,200 | $1.49M | 0.01% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 4,135 | $1.46M | 0.01% | −496−10.7% | Reduced |
| Public Employees Retirement Association of Colorado | 4,099 | $1.45M | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 4,066 | $1.44M | 0.00% | +586+16.8% | Added |
| Stifel Financial Corp | 3,987 | $1.41M | 0.00% | +753+23.3% | Added |
| Lake Street Financial LLC | 3,975 | $1.41M | 0.22% | +3,975 | New |
| Vienna Asset Management LLC | 3,876 | $1.40M | 1.28% | +3,876 | New |
| Daiwa Securities Group Inc. | 3,961 | $1.40M | 0.01% | +389+10.9% | Added |
| Stevens Capital Management LP | 3,931 | $1.39M | 0.35% | +3,931 | New |
| AustralianSuper Pty Ltd | 3,894 | $1.38M | 0.01% | −241−5.8% | Reduced |
| Whittier Trust Co | 3,815 | $1.35M | 0.02% | −30−0.8% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 3,795 | $1.34M | 0.06% | +3,795 | New |
| Panagora Asset Management Inc | 3,712 | $1.31M | 0.01% | −182−4.7% | Reduced |
| Teachers Retirement System of the State of Kentucky | 3,713 | $1.31M | 0.01% | 00.0% | Unchanged |
| Teza Capital Management LLC | 3,664 | $1.30M | 0.22% | +3,664 | New |
| Toroso Investments, LLC | 3,649 | $1.29M | 0.03% | +3,044+503.1% | Added |
| Delphi Management Inc | 3,636 | $1.29M | 1.18% | −107−2.9% | Reduced |
| Pacer Advisors, Inc. | 3,618 | $1.28M | 0.00% | +902+33.2% | Added |
| Natixis | 3,605 | $1.27M | 0.01% | +1,326+58.2% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 3,594 | $1.27M | 0.03% | +695+24.0% | Added |
| La Banque Postale Asset Management SA | 3,566 | $1.26M | 0.03% | −2,020−36.2% | Reduced |
| Brevan Howard Capital Management LP | 3,563 | $1.26M | 0.13% | +2,899+436.6% | Added |
| Blair William & Co | 3,559 | $1.26M | 0.00% | +2,384+202.9% | Added |
| Gulf International Bank (UK) Ltd | 3,545 | $1.25M | 0.04% | −370−9.5% | Reduced |
| Lighthouse Investment Partners, LLC | 3,537 | $1.25M | 0.09% | +3,537 | New |
| Cetera Investment Advisers | 3,502 | $1.24M | 0.01% | −174−4.7% | Reduced |
| Kentucky Retirement Systems | 3,472 | $1.23M | 0.04% | +90+2.7% | Added |
| Hartford Investment Management Co | 3,444 | $1.22M | 0.05% | −139−3.9% | Reduced |
| Exchange Traded Concepts, LLC | 3,430 | $1.21M | 0.03% | −254−6.9% | Reduced |
| Dynamic Advisor Solutions LLC | 3,257 | $1.21M | 0.05% | +3,257 | New |
| Gotham Asset Management, LLC | 3,400 | $1.20M | 0.02% | +1,323+63.7% | Added |
| JustInvest LLC | 3,372 | $1.19M | 0.03% | −825−19.7% | Reduced |
| Cornercap Investment Counsel Inc | 3,358 | $1.19M | 0.19% | −2,562−43.3% | Reduced |
| Cozad Asset Management Inc | 3,300 | $1.17M | 0.13% | +665+25.2% | Added |
| Maryland State Retirement & Pension System | 3,286 | $1.16M | 0.02% | 00.0% | Unchanged |
| Alamar Capital Management, LLC | 3,285 | $1.16M | 0.92% | +103+3.2% | Added |
| Icon Advisers Inc | 3,200 | $1.13M | 0.26% | 00.0% | Unchanged |
| M&T Bank Corp | 3,176 | $1.12M | 0.00% | −56−1.7% | Reduced |
| Strategic Investment Advisors | 3,125 | $1.10M | 0.16% | +3,125 | New |
| Raymond James Financial Services Advisors, Inc. | 3,114 | $1.10M | 0.00% | −1,676−35.0% | Reduced |
| Crossmark Global Holdings, Inc. | 3,008 | $1.06M | 0.02% | −26−0.9% | Reduced |
| Veriti Management LLC | 2,948 | $1.04M | 0.09% | +82+2.9% | Added |
| Ossiam | 2,907 | $1.03M | 0.02% | −654−18.4% | Reduced |
| Neuberger Berman Group LLC | 2,879 | $1.02M | 0.00% | −4,023−58.3% | Reduced |
| Uncommon Cents Investing LLC | 2,874 | $1.02M | 0.34% | +310+12.1% | Added |
| Dana Investment Advisors, Inc. | 2,849 | $1.01M | 0.05% | +264+10.2% | Added |
| Everence Capital Management Inc | 2,840 | $1.00M | 0.07% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 2,834 | $1.00M | 0.00% | +673+31.1% | Added |
| 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 |
| Wolverine Trading, LLC | 2,790 | $986.5K | 0.01% | +2,790 | New |
| NorthCrest Asset Manangement, LLC | 2,740 | $968.8K | 0.04% | −50−1.8% | Reduced |
| Mirabella Financial Services LLP | 2,728 | $964.5K | 0.14% | −9,472−77.6% | Reduced |
| WealthTrust Asset Management, LLC | 2,720 | $961.7K | 0.81% | +2,720 | New |
| Railway Pension Investments Ltd | 2,700 | $954.7K | 0.01% | +2,700 | New |
| BayBridge Capital Group, LLC | 2,571 | $952.2K | 0.88% | +2,571 | New |
| GTS Securities LLC | 2,641 | $933.8K | 0.02% | +798+43.3% | Added |
| Louisiana State Employees Retirement System | 2,600 | $919.3K | 0.02% | −100−3.7% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 2,558 | $904.5K | 0.03% | +1,206+89.2% | Added |
| PAX Financial Group, LLC | 2,550 | $904.2K | 0.19% | −202−7.3% | Reduced |
| Chesley Taft & Associates LLC | 2,512 | $888.2K | 0.05% | +1,140+83.1% | Added |
| Synovus Financial Corp | 2,464 | $871.2K | 0.01% | +48+2.0% | Added |
| Westpac Banking Corp | 2,460 | $869.8K | 0.07% | +1,984+416.8% | Added |
| Perpetual Ltd | 2,460 | $869.8K | 0.01% | +2,460 | New |
| CIBC Private Wealth Group, LLC | 2,431 | $859.6K | 0.00% | +65+2.7% | Added |
| Ontario Teachers Pension Plan Board | 2,407 | $851.1K | 0.01% | −701−22.6% | Reduced |
| XTX Topco Ltd | 2,390 | $845.1K | 0.19% | −228−8.7% | Reduced |
| Brinker Capital Investments, LLC | 2,255 | $840.0K | 0.01% | −188−7.7% | Reduced |
| Orion Portfolio Solutions, LLC | 2,255 | $840.0K | 0.01% | −188−7.7% | Reduced |
| O'Shaughnessy Asset Management, LLC | 2,372 | $838.7K | 0.01% | −5−0.2% | Reduced |
| Avidian Wealth Solutions, LLC | 2,363 | $835.5K | 0.05% | −100−4.1% | Reduced |
| Smith Group Asset Management, LLC | 2,361 | $834.8K | 0.05% | +2,361 | New |
| Citadel Investment Advisory, Inc. | 2,350 | $831.0K | 0.51% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 2,350 | $830.9K | 0.03% | +2,350 | New |
| Baird Financial Group, Inc. | 2,294 | $811.1K | 0.00% | −189−7.6% | Reduced |
| Empowered Funds, LLC | 2,288 | $809.0K | 0.02% | +2,288 | New |
| Balentine LLC | 2,277 | $805.2K | 0.03% | −55−2.4% | Reduced |
| PEAK6 Investments LLC | 2,270 | $802.5K | 0.03% | −1,040−31.4% | Reduced |
| Verdad Advisers, LP | 2,250 | $795.6K | 1.61% | −195−8.0% | Reduced |
| New Mexico Educational Retirement Board | 2,200 | $778.0K | 0.03% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 2,194 | $775.8K | 0.01% | −249−10.2% | Reduced |
| Grayhawk Investment Strategies Inc. | 2,192 | $775.0K | 0.40% | +2,192 | New |
| Transatlantique Private Wealth LLC | 2,176 | $769.4K | 0.36% | +415+23.6% | Added |
| Y-Intercept (Hong Kong) Ltd | 2,156 | $762.3K | 0.07% | +1,201+125.8% | Added |