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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, Q1 2024

Institutional positions in Everest Group, Ltd. as of Mar 31, 2024. 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
640
−23 vs. Q4 2023
Shares held
40.8M
+561.4K (+1.4%) vs. Q4 2023
Total value
$16.2B
+$1.98B (+13.9%) vs. Q4 2023
New holders
69
218 more added
Sold out
92
268 more reduced

6 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2024: 640 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 heldQ1 2024: $16.2B
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, Q1 2024

Shares, value and share of portfolio for each institution holding Everest Group, Ltd.; share changes are against Q4 2023.

Institutions holding EG in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Larson Financial Group LLC1$3980.00%−132−99.2%Reduced
Tfo-TDC, LLC1$3980.00%−2−66.7%Reduced
Highline Wealth Partners LLC1$3980.00%00.0%Unchanged
TD Capital Management LLC1$3980.00%+1New
TFC Financial Management1$3980.00%+1New
Abound Wealth Management1$4060.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC1$4670.00%00.0%Unchanged
Raleigh Capital Management Inc.2$7950.00%+1+100.0%Added
Salem Investment Counselors Inc2$7950.00%+2New
Valley National Advisers Inc3$1.00K0.00%00.0%Unchanged
Avion Wealth1$1.00K0.00%−2−66.7%Reduced
Cornerstone Planning Group LLC3$1.11K0.00%+3New
Investors Research Corp3$1.19K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC3$1.19K0.00%00.0%Unchanged
Aspect Partners, LLC3$1.19K0.00%+2+200.0%Added
Rakuten Securities, Inc.3$1.19K0.00%+2+200.0%Added
Rothschild Investment LLC4$1.59K0.00%−5−55.6%Reduced
Western Pacific Wealth Management, LP4$1.59K0.00%+4New
Dunhill Financial, LLC5$1.88K0.00%+1+25.0%Added
Spire Wealth Management5$1.99K0.00%+3+150.0%Added
Capital Analysts, LLC5$2.00K0.00%00.0%Unchanged
City State Bank6$2.00K0.00%+6New
DiNuzzo Private Wealth, Inc.6$2.38K0.00%−1−14.3%Reduced
JNBA Financial Advisors6$2.38K0.00%00.0%Unchanged
Washington Trust Advisors, Inc.7$2.63K0.00%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group7$2.78K0.00%−1−12.5%Reduced
Bell Investment Advisors, Inc7$2.78K0.00%+1+16.7%Added
Private Wealth Management Group, LLC9$3.58K0.00%−5−35.7%Reduced
WealthCollab, LLC9$3.58K0.00%00.0%Unchanged
Sofos Investments, Inc.10$3.86K0.00%+10Added
Meeder Asset Management Inc10$3.98K0.00%−570−98.3%Reduced
RFP Financial Group LLC10$3.98K0.00%−11−52.4%Reduced
Annis Gardner Whiting Capital Advisors, LLC10$3.98K0.00%+10New
SJS Investment Consulting Inc.10$3.98K0.00%−1−9.1%Reduced
Financial Connections Group, Inc.9$4.00K0.00%+9New
WR Wealth Planners, LLC11$4.37K0.00%+11New
Sachetta, LLC13$4.60K0.00%00.0%Unchanged
Venturi Wealth Management, LLC12$4.77K0.00%−5−29.4%Reduced
Financial Management Professionals, Inc.12$5.00K0.00%−38−76.0%Reduced
Transamerica Financial Advisors, Inc.12$5.00K0.00%+12New
Prestige Wealth Management Group LLC13$5.17K0.00%−18−58.1%Reduced
LGT Financial Advisors LLC13$5.17K0.01%00.0%Unchanged
Raffa Wealth Management, LLC13$5.17K0.00%+9+225.0%Added
Bruce G. Allen Investments, LLC14$5.57K0.00%00.0%Unchanged
Crewe Advisors LLC14$5.57K0.00%+14New
Manchester Capital Management LLC17$6.76K0.00%+12+240.0%Added
GW&K Investment Management, LLC22$9.00K0.00%+4+22.2%Added
JFS Wealth Advisors, LLC25$9.94K0.00%−1−3.8%Reduced
Institutional & Family Asset Management, LLC26$10.3K0.00%−1−3.7%Reduced
Fortitude Family Office, LLC26$10.3K0.01%00.0%Unchanged
MV Capital Management, Inc.26$10.3K0.00%+1+4.0%Added
Farmers & Merchants Investments Inc27$10.7K0.00%00.0%Unchanged
CVA Family Office, LLC30$11.9K0.00%00.0%Unchanged
Caitlin John, LLC32$12.6K0.01%−2−5.9%Reduced
Smartleaf Asset Management LLC32$12.7K0.00%+16+100.0%Added
Wetzel Investment Advisors, Inc.36$13.0K0.01%+3+9.1%Added
Pathway Financial Advisers, LLC35$13.9K0.01%00.0%Unchanged
Chelsea Counsel Co35$13.9K0.01%00.0%Unchanged
First Horizon Advisors, Inc.36$14.3K0.00%+4+12.5%Added
Barrett & Company, Inc.40$15.9K0.01%00.0%Unchanged
Harbour Investments, Inc.46$18.3K0.00%−4−8.0%Reduced
Jones Financial Companies LLLP53$21.1K0.00%+45+562.5%Added
Richardson Financial Services Inc.55$21.9K0.02%−8−12.7%Reduced
Riverview Trust Co55$21.9K0.02%+55New
Piscataqua Savings Bank56$22.3K0.02%00.0%Unchanged
NVWM, LLC57$22.7K0.01%+57New
Zions Bancorporation, N.A.62$24.6K0.00%−1−1.6%Reduced
Caldwell Trust Co62$24.6K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC64$25.4K0.00%00.0%Unchanged
Allworth Financial LP69$27.4K0.00%−1−1.4%Reduced
Lindbrook Capital, LLC71$28.2K0.00%−34−32.4%Reduced
JJJ Advisors Inc.76$30.2K0.01%00.0%Unchanged
Trifecta Capital Advisors, LLC80$31.8K0.01%00.0%Unchanged
Heritage Wealth Advisors80$31.8K0.00%00.0%Unchanged
University of Texas/Texas Am Investment Managment Co90$31.8K0.00%00.0%Unchanged
DT Investment Partners, LLC82$32.6K0.00%00.0%Unchanged
Clearstead Advisors, LLC87$33.2K0.00%00.0%Unchanged
Massmutual Trust Co FSB84$33.4K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.84$33.4K0.00%+59+236.0%Added
TD Private Client Wealth LLC85$33.8K0.00%+31+57.4%Added
Private Trust Co NA89$35.4K0.00%+23+34.8%Added
Cambridge Trust Co90$35.8K0.00%00.0%Unchanged
FinTrust Capital Advisors, LLC94$37.4K0.01%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.100$40.0K0.00%00.0%Unchanged
Thompson Investment Management, Inc.104$41.3K0.01%00.0%Unchanged
Montag A & Associates Inc110$43.7K0.00%00.0%Unchanged
Harvest Fund Management Co., Ltd128$51.0K0.00%+126+6,300.0%Added
GPS Wealth Strategies Group, LLC129$51.3K0.01%−23−15.1%Reduced
Toth Financial Advisory Corp130$51.7K0.01%00.0%Unchanged
Parkside Financial Bank & Trust135$53.7K0.01%−2−1.5%Reduced
Hollencrest Capital Management135$53.7K0.00%+115+575.0%Added
EntryPoint Capital, LLC139$55.3K0.05%−206−59.7%Reduced
SYSTM Wealth Solutions LLC143$56.8K0.01%+5+3.6%Added
Walleye Trading LLC148$58.8K0.00%−6,745−97.9%Reduced
Penserra Capital Management LLC153$60.0K0.00%−195−56.0%Reduced
Whittier Trust Co of Nevada Inc153$60.8K0.00%00.0%Unchanged
Key Financial Inc159$63.2K0.02%00.0%Unchanged
Covestor Ltd160$64.0K0.04%−77−32.5%Reduced
Global Retirement Partners, LLC176$70.0K0.00%−99−36.0%Reduced
First Financial Corp200$79.5K0.04%00.0%Unchanged