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.
| 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, Q1 2024
Shares, value and share of portfolio for each institution holding Everest Group, Ltd.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Steward Partners Investment Advisory, LLC | 211 | $83.9K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 213 | $85.0K | 0.00% | −144−40.3% | Reduced |
| EverSource Wealth Advisors, LLC | 242 | $88.7K | 0.01% | +7+3.0% | Added |
| Farther Finance Advisors, LLC | 223 | $88.8K | 0.01% | +35+18.6% | Added |
| Sentry Investment Management LLC | 226 | $90.0K | 0.03% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 239 | $95.0K | 0.03% | 00.0% | Unchanged |
| Colonial Trust Co | 246 | $97.8K | 0.02% | 00.0% | Unchanged |
| Asset Dedication, LLC | 250 | $99.0K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 270 | $107.3K | 0.00% | +102+60.7% | Added |
| Quadrant Capital Group LLC | 294 | $116.9K | 0.01% | +91+44.8% | Added |
| Stephenson National Bank & Trust | 339 | $134.8K | 0.05% | +2+0.6% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 340 | $135.2K | 0.01% | +270+385.7% | Added |
| Hantz Financial Services, Inc. | 410 | $163.0K | 0.00% | +2+0.5% | Added |
| Proequities, Inc. | 416 | $165.4K | 0.01% | +72+20.9% | Added |
| Grove Bank & Trust | 433 | $172.1K | 0.03% | −3−0.7% | Reduced |
| GAMMA Investing LLC | 438 | $174.1K | 0.04% | +112+34.4% | Added |
| Ameritas Investment Partners, Inc. | 482 | $191.6K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 500 | $198.8K | 0.02% | 00.0% | Unchanged |
| Armistice Capital, LLC | 505 | $200.7K | 0.01% | +505 | New |
| Jump Financial, LLC | 506 | $201.1K | 0.01% | −12,316−96.1% | Reduced |
| Assenagon Asset Management S.A. | 506 | $201.1K | 0.00% | −4,772−90.4% | Reduced |
| Delap Wealth Advisory, LLC | 506 | $201.1K | 0.08% | +506 | New |
| Darwin Advisors, LLC | 507 | $201.5K | 0.06% | −139−21.5% | Reduced |
| CoreCap Advisors, LLC | 508 | $201.9K | 0.01% | +508 | New |
| Leonteq Securities AG | 512 | $203.5K | 0.03% | −135−20.9% | Reduced |
| Parallel Advisors, LLC | 512 | $203.5K | 0.01% | +68+15.3% | Added |
| Dynasty Wealth Management, LLC | 527 | $209.5K | 0.01% | +527 | New |
| Somerset Trust Co | 531 | $211.1K | 0.09% | +531 | New |
| Whitaker-Myers Wealth Managers, LTD. | 531 | $211.1K | 0.09% | +531 | New |
| IFP Advisors, Inc | 536 | $213.1K | 0.01% | +43+8.7% | Added |
| Coldstream Capital Management Inc | 540 | $214.7K | 0.01% | +540 | New |
| Wetherby Asset Management Inc | 543 | $215.8K | 0.01% | −59−9.8% | Reduced |
| Edge Capital Group, LLC | 553 | $219.8K | 0.01% | +553 | New |
| Ci Investments Inc. | 557 | $221.0K | 0.00% | −485−46.5% | Reduced |
| Arkadios Wealth Advisors | 560 | $222.6K | 0.02% | +560 | New |
| Wedmont Private Capital | 614 | $228.1K | 0.02% | −1−0.2% | Reduced |
| Sompo Asset Management Co., Ltd. | 580 | $230.6K | 0.04% | −60−9.4% | Reduced |
| Prime Capital Investment Advisors, LLC | 586 | $233.0K | 0.00% | +586 | New |
| Central Trust Co | 603 | $239.7K | 0.01% | −71−10.5% | Reduced |
| NEOS Investment Management LLC | 605 | $240.5K | 0.01% | −9−1.5% | Reduced |
| Meiji Yasuda Life Insurance Co | 630 | $250.4K | 0.01% | −10−1.6% | Reduced |
| Horizon Investments, LLC | 630 | $250.4K | 0.01% | +16+2.6% | Added |
| Smithfield Trust Co | 630 | $251.0K | 0.01% | 00.0% | Unchanged |
| Ascent Group, LLC | 635 | $252.4K | 0.02% | −104−14.1% | Reduced |
| Quent Capital, LLC | 636 | $253.0K | 0.03% | −12−1.9% | Reduced |
| Profund Advisors LLC | 644 | $256.0K | 0.01% | +17+2.7% | Added |
| AlphaCentric Advisors LLC | 645 | $256.4K | 0.15% | −88−12.0% | Reduced |
| Texas Yale Capital Corp. | 650 | $258.4K | 0.01% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 651 | $258.7K | 0.00% | +6+0.9% | Added |
| Centiva Capital, LP | 655 | $260.4K | 0.01% | −7,828−92.3% | Reduced |
| iA Global Asset Management Inc. | 664 | $264.0K | 0.01% | −17−2.5% | Reduced |
| Red Door Wealth Management, LLC | 669 | $265.9K | 0.05% | 00.0% | Unchanged |
| Scientech Research LLC | 690 | $274.3K | 0.15% | +690 | New |
| Hyman Charles D | 700 | $278.0K | 0.02% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 699 | $278.2K | 0.00% | −515−42.4% | Reduced |
| Avantax Advisory Services, Inc. | 703 | $279.5K | 0.00% | +6+0.9% | Added |
| Banque Cantonale Vaudoise | 712 | $283.0K | 0.01% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 715 | $284.2K | 0.02% | −1,116−61.0% | Reduced |
| Simon Quick Advisors, LLC | 723 | $287.4K | 0.02% | +723 | New |
| Ancora Advisors, LLC | 725 | $288.2K | 0.01% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 730 | $290.2K | 0.00% | −1,464−66.7% | Reduced |
| State of Wyoming | 730 | $290.2K | 0.05% | +294+67.4% | Added |
| V-Square Quantitative Management LLC | 731 | $290.6K | 0.05% | +179+32.4% | Added |
| Symmetry Partners, LLC | 738 | $293.0K | 0.02% | +738 | New |
| Ramirez Asset Management, Inc. | 740 | $294.1K | 0.06% | 00.0% | Unchanged |
| DoubleLine ETF Adviser LP | 745 | $296.1K | 0.08% | 00.0% | Unchanged |
| Credit Capital Investments LLC | 750 | $298.1K | 0.37% | +750 | New |
| Northwestern Mutual Wealth Management Co | 788 | $313.2K | 0.00% | +90+12.9% | Added |
| Clare Market Investments LLC | 800 | $318.0K | 0.10% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 820 | $326.0K | 0.01% | +820 | New |
| HFG Advisors, Inc. | 825 | $327.9K | 0.29% | +825 | New |
| Eqis Capital Management, Inc. | 834 | $331.6K | 0.03% | +16+2.0% | Added |
| Klingenstein Fields & Co LP | 850 | $337.9K | 0.01% | 00.0% | Unchanged |
| Walleye Capital LLC | 857 | $340.7K | 0.00% | −25,300−96.7% | Reduced |
| Swiss Life Asset Management Ltd | 859 | $341.5K | 0.00% | −6,977−89.0% | Reduced |
| United Capital Financial Advisers, LLC | 860 | $341.9K | 0.00% | −3−0.3% | Reduced |
| Corton Capital Inc. | 861 | $342.2K | 0.13% | +861 | New |
| Clarius Group, LLC | 870 | $345.8K | 0.02% | −12−1.4% | Reduced |
| Empirical Asset Management, LLC | 873 | $347.0K | 0.17% | +873 | New |
| Ieq Capital, LLC | 883 | $350.9K | 0.01% | +23+2.7% | Added |
| CWA Asset Management Group, LLC | 888 | $353.0K | 0.02% | −181−16.9% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 899 | $357.4K | 0.00% | −7,039−88.7% | Reduced |
| Westwood Holdings Group Inc. | 901 | $358.0K | 0.00% | −6,056−87.0% | Reduced |
| Raymond James Trust N.A. | 907 | $360.5K | 0.01% | +44+5.1% | Added |
| Forum Financial Management, LP | 909 | $361.3K | 0.01% | 00.0% | Unchanged |
| Vestcor Inc | 911 | $362.0K | 0.01% | −8−0.9% | Reduced |
| Wealthstar Advisors, LLC | 913 | $362.9K | 0.13% | +82+9.9% | Added |
| Alps Advisors Inc | 915 | $363.7K | 0.00% | +80+9.6% | Added |
| Bessemer Group Inc | 921 | $366.0K | 0.00% | +220+31.4% | Added |
| Fifth Third Bancorp | 924 | $367.3K | 0.00% | +53+6.1% | Added |
| Cutter & CO Brokerage, Inc. | 952 | $378.4K | 0.09% | +78+8.9% | Added |
| We Are One Seven, LLC | 954 | $379.2K | 0.02% | +24+2.6% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 965 | $383.6K | 0.02% | −2,830−74.6% | Reduced |
| Pitcairn Co | 973 | $386.8K | 0.03% | +8+0.8% | Added |
| Keybank National Association | 978 | $388.8K | 0.00% | +15+1.6% | Added |
| Moors & Cabot, Inc. | 995 | $395.5K | 0.02% | −37−3.6% | Reduced |
| CSS LLC | 1,000 | $397.5K | 0.03% | +200+25.0% | Added |
| TD Waterhouse Canada Inc. | 916 | $397.6K | 0.00% | −477−34.2% | Reduced |
| Chesapeake Asset Management LLC | 1,004 | $399.1K | 0.40% | +365+57.1% | Added |
| Cognios Beta Neutral Large Cap Fund, LP | 1,027 | $408.2K | 0.53% | +1,027 | New |