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 |
|---|---|---|---|---|---|
| Jackson Creek Investment Advisors LLC | 852 | $301.0K | 0.12% | +852 | New |
| Klingenstein Fields & Co LP | 850 | $300.5K | 0.01% | 00.0% | Unchanged |
| Alps Advisors Inc | 835 | $295.2K | 0.00% | −55−6.2% | Reduced |
| Wealthstar Advisors, LLC | 831 | $293.8K | 0.11% | −336−28.8% | Reduced |
| Eqis Capital Management, Inc. | 818 | $289.2K | 0.02% | −59−6.7% | Reduced |
| CSS LLC | 800 | $282.9K | 0.02% | 00.0% | Unchanged |
| Clare Market Investments LLC | 800 | $282.9K | 0.10% | +800 | New |
| FDx Advisors, Inc. | 795 | $281.0K | 0.02% | +795 | New |
| Coastal Investment Advisors, Inc. | 791 | $279.7K | 0.06% | +791 | New |
| Ascent Group, LLC | 739 | $266.7K | 0.03% | +739 | New |
| DoubleLine ETF Adviser LP | 745 | $263.4K | 0.08% | +77+11.5% | Added |
| Ramirez Asset Management, Inc. | 740 | $261.6K | 0.05% | 00.0% | Unchanged |
| AlphaCentric Advisors LLC | 733 | $259.2K | 0.17% | +446+155.4% | Added |
| Commonwealth Equity Services, LLC | 732 | $259.0K | 0.00% | +97+15.3% | Added |
| Ancora Advisors, LLC | 725 | $256.3K | 0.01% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 713 | $252.1K | 0.00% | +713 | New |
| Banque Cantonale Vaudoise | 712 | $252.0K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 701 | $248.0K | 0.00% | 00.0% | Unchanged |
| Hyman Charles D | 700 | $248.0K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 698 | $246.8K | 0.00% | +74+11.9% | Added |
| Avantax Advisory Services, Inc. | 697 | $246.5K | 0.00% | +6+0.9% | Added |
| iA Global Asset Management Inc. | 681 | $241.0K | 0.01% | −54−7.3% | Reduced |
| Savant Capital, LLC | 678 | $239.6K | 0.00% | −8−1.2% | Reduced |
| Central Trust Co | 674 | $238.3K | 0.01% | −72−9.7% | Reduced |
| Red Door Wealth Management, LLC | 669 | $236.5K | 0.05% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 656 | $232.0K | 0.00% | +656 | New |
| Texas Yale Capital Corp. | 650 | $229.8K | 0.01% | 00.0% | Unchanged |
| Wedmont Private Capital | 615 | $229.1K | 0.02% | +44+7.7% | Added |
| Quent Capital, LLC | 648 | $229.0K | 0.03% | +40+6.6% | Added |
| Leonteq Securities AG | 647 | $228.8K | 0.03% | −68−9.5% | Reduced |
| Darwin Advisors, LLC | 646 | $228.3K | 0.06% | −58−8.2% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 645 | $228.1K | 0.00% | +645 | New |
| Meiji Yasuda Life Insurance Co | 640 | $226.3K | 0.00% | +640 | New |
| Sompo Asset Management Co., Ltd. | 640 | $226.3K | 0.04% | +640 | New |
| Chesapeake Asset Management LLC | 639 | $225.9K | 0.20% | 00.0% | Unchanged |
| Nwam LLC | 633 | $223.8K | 0.02% | +633 | New |
| Smithfield Trust Co | 630 | $222.0K | 0.01% | 00.0% | Unchanged |
| Profund Advisors LLC | 627 | $221.7K | 0.01% | +627 | New |
| Ground Swell Capital, LLC | 617 | $218.2K | 0.80% | +617 | New |
| Horizon Investments, LLC | 614 | $217.1K | 0.01% | −1,839−75.0% | Reduced |
| NEOS Investment Management LLC | 614 | $217.1K | 0.02% | +614 | New |
| Wetherby Asset Management Inc | 602 | $212.9K | 0.01% | +11+1.9% | Added |
| Kestra Advisory Services, LLC | 586 | $207.1K | 0.00% | −390−40.0% | Reduced |
| Meeder Asset Management Inc | 580 | $205.1K | 0.02% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 552 | $195.2K | 0.05% | 00.0% | Unchanged |
| Webster Bank, N. A. | 500 | $176.8K | 0.02% | 00.0% | Unchanged |
| IFP Advisors, Inc | 493 | $174.3K | 0.01% | +490+16,333.3% | Added |
| Ameritas Investment Partners, Inc. | 482 | $170.4K | 0.01% | −43−8.2% | Reduced |
| UniSuper Management Pty Ltd | 472 | $166.9K | 0.00% | +172+57.3% | Added |
| GWM Advisors LLC | 463 | $163.8K | 0.00% | +47+11.3% | Added |
| Parallel Advisors, LLC | 444 | $157.0K | 0.00% | +35+8.6% | Added |
| Grove Bank & Trust | 436 | $154.2K | 0.03% | 00.0% | Unchanged |
| State of Wyoming | 436 | $154.2K | 0.03% | +188+75.8% | Added |
| Hantz Financial Services, Inc. | 408 | $144.0K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 357 | $126.0K | 0.00% | +239+202.5% | Added |
| GAMMA Investing LLC | 326 | $125.5K | 0.03% | +326 | New |
| Penserra Capital Management LLC | 348 | $122.0K | 0.00% | −96−21.6% | Reduced |
| EntryPoint Capital, LLC | 345 | $122.0K | 0.12% | +345 | New |
| Proequities, Inc. | 344 | $121.6K | 0.01% | +344 | New |
| Stephenson National Bank & Trust | 337 | $119.2K | 0.06% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 275 | $101.5K | 0.00% | +241+708.8% | Added |
| West Tower Group, LLC | 258 | $91.2K | 0.19% | +258 | New |
| Asset Dedication, LLC | 250 | $88.0K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 246 | $87.0K | 0.02% | +2+0.8% | Added |
| Versant Capital Management, Inc | 239 | $84.5K | 0.03% | 00.0% | Unchanged |
| Covestor Ltd | 237 | $84.0K | 0.06% | +165+229.2% | Added |
| EverSource Wealth Advisors, LLC | 235 | $83.1K | 0.01% | +2+0.9% | Added |
| Sentry Investment Management LLC | 226 | $80.0K | 0.03% | −24−9.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 211 | $74.6K | 0.00% | +45+27.1% | Added |
| Quadrant Capital Group LLC | 203 | $71.8K | 0.01% | +17+9.1% | Added |
| Quarry LP | 202 | $71.4K | 0.04% | +202 | New |
| First Financial Corp | 200 | $70.7K | 0.04% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 188 | $66.5K | 0.00% | +19+11.2% | Added |
| Signaturefd, LLC | 168 | $59.4K | 0.00% | +25+17.5% | Added |
| Key Financial Inc | 159 | $56.2K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 153 | $54.1K | 0.00% | −140−47.8% | Reduced |
| GPS Wealth Strategies Group, LLC | 152 | $53.7K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 146 | $51.6K | 0.00% | −229−61.1% | Reduced |
| SYSTM Wealth Solutions LLC | 138 | $48.8K | 0.01% | +138 | New |
| Parkside Financial Bank & Trust | 137 | $48.4K | 0.01% | −1−0.7% | Reduced |
| Larson Financial Group LLC | 133 | $46.9K | 0.00% | +133 | New |
| BKM Wealth Management, LLC | 132 | $46.7K | 0.02% | +132 | New |
| Toth Financial Advisory Corp | 130 | $46.0K | 0.01% | +90+225.0% | Added |
| Montag A & Associates Inc | 110 | $38.9K | 0.00% | +110 | New |
| Lindbrook Capital, LLC | 105 | $37.1K | 0.00% | +41+64.1% | Added |
| Thompson Investment Management, Inc. | 104 | $36.8K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 100 | $35.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 94 | $33.2K | 0.01% | 00.0% | Unchanged |
| Cambridge Trust Co | 90 | $31.8K | 0.00% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 90 | $31.8K | 0.01% | +90 | New |
| DT Investment Partners, LLC | 82 | $31.1K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 87 | $30.8K | 0.00% | +80+1,142.9% | Added |
| Massmutual Trust Co FSB | 84 | $29.7K | 0.00% | +7+9.1% | Added |
| Trifecta Capital Advisors, LLC | 80 | $28.3K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 80 | $28.3K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 76 | $26.9K | 0.01% | −21−21.6% | Reduced |
| Allworth Financial LP | 70 | $24.8K | 0.00% | +2+2.9% | Added |
| Headlands Technologies LLC | 70 | $24.8K | 0.01% | +70 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 70 | $24.8K | 0.00% | +70 | New |
| Private Trust Co NA | 66 | $23.3K | 0.00% | 00.0% | Unchanged |