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Livermore
Livermore
ZHEN

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
Lido Advisors, LLC1,054$418.9K0.00%+159+17.8%Added
Vivid Wealth Management, LLC1,055$419.4K0.26%+19+1.8%Added
GWM Advisors LLC1,057$420.4K0.00%+594+128.3%Added
Atlas Capital Advisors LLC1,060$421.4K0.07%−113−9.6%Reduced
MAI Capital Management1,060$421.5K0.00%+5+0.5%Added
Trail Ridge Investment Advisors, LLC1,072$426.1K0.24%−64−5.6%Reduced
Personal Cfo Solutions, LLC1,093$434.6K0.07%+1+0.1%Added
Winton Group Ltd1,098$436.5K0.03%−112−9.3%Reduced
Wellington Shields & Co., LLC1,100$437.3K0.15%00.0%Unchanged
Checchi Capital Advisers, LLC1,150$457.1K0.04%−20−1.7%Reduced
Shelton Wealth Management, LLC1,159$460.7K0.29%+1,159New
Truist Financial Corp1,165$463.0K0.00%−107−8.4%Reduced
Tower Research Capital LLC (TRC)1,171$465.5K0.01%−5,538−82.5%Reduced
Principal Securities, Inc.1,171$465.5K0.01%−210−15.2%Reduced
Stephens Inc1,178$468.3K0.01%−109−8.5%Reduced
Center For Asset Management LLC1,200$477.1K0.39%−104−8.0%Reduced
Csenge Advisory Group1,212$481.8K0.03%−26−2.1%Reduced
Tokio Marine Asset Management Co Ltd1,214$482.6K0.02%+63+5.5%Added
Cozad Asset Management Inc1,215$483.0K0.05%−2,085−63.2%Reduced
Huntington National Bank1,224$486.5K0.00%−11−0.9%Reduced
D.A. Davidson & Co.1,250$497.0K0.00%−6−0.5%Reduced
Magnetar Financial LLC1,261$501.2K0.01%−8,546−87.1%Reduced
Baird Financial Group, Inc.1,262$501.6K0.00%−1,032−45.0%Reduced
Engineers Gate Manager LP1,282$509.6K0.01%−14,757−92.0%Reduced
Nebula Research & Development LLC1,289$512.4K0.11%+1,289New
Erste Asset Management GmbH1,300$514.5K0.01%00.0%Unchanged
American Trust1,295$514.8K0.05%−243−15.8%Reduced
Mather Group, LLC.1,472$520.5K0.01%−14−0.9%Reduced
E&G Advisors, LP1,345$533.0K0.17%+265+24.5%Added
Rowland & Co Investment Counsel1,345$534.6K0.11%−100−6.9%Reduced
Greenleaf Trust1,348$535.8K0.00%+115+9.3%Added
Cresset Asset Management, LLC1,364$542.2K0.00%+219+19.1%Added
Qtron Investments LLC1,376$547.0K0.08%00.0%Unchanged
Brevan Howard Capital Management LP1,378$547.8K0.05%−2,185−61.3%Reduced
Metis Global Partners, LLC1,384$550.1K0.02%−18−1.3%Reduced
Legacy Wealth Asset Management, LLC1,397$555.3K0.15%+67+5.0%Added
First Hawaiian Bank1,423$565.6K0.02%−69−4.6%Reduced
Kentucky Retirement Systems Insurance Trust Fund1,432$569.2K0.04%−114−7.4%Reduced
Creative Planning1,445$574.5K0.00%+125+9.5%Added
Banco Bilbao Vizcaya Argentaria, S.A.1,450$576.0K0.01%+31+2.2%Added
Norinchukin Bank, The1,498$595.5K0.02%−23−1.5%Reduced
Wexford Capital LP1,500$596.3K0.12%−1,300−46.4%Reduced
MeadowBrook Investment Advisors LLC1,500$596.3K0.56%−93−5.8%Reduced
Aull & Monroe Investment Management Corp1,500$596.3K0.27%00.0%Unchanged
Argent Trust Co1,535$610.2K0.03%−195−11.3%Reduced
Advisors Asset Management, Inc.1,583$629.2K0.01%−493−23.7%Reduced
Perigon Wealth Management, LLC1,610$639.9K0.02%+1,610New
Unison Advisors LLC1,641$652.3K0.06%+7+0.4%Added
TFB Advisors LLC1,782$659.2K0.24%+909+104.1%Added
Qsemble Capital Management, LP1,665$661.8K0.14%+1,665New
Commerce Bank1,683$669.0K0.00%+3+0.2%Added
Bank of Stockton1,705$677.7K0.21%−45−2.6%Reduced
Elevated Capital Advisors, LLC1,708$679.0K0.19%+151+9.7%Added
IPG Investment Advisors LLC1,710$679.7K0.15%+1,710New
Legend Financial Advisors, Inc.1,738$690.9K0.50%+1,738New
Bartlett & Co. Wealth Management LLC1,747$694.4K0.01%00.0%Unchanged
Metropolitan Life Insurance Co1,751$696.0K0.03%−16−0.9%Reduced
Stoneridge Investment Partners LLC1,779$707.0K0.27%+1,779New
National Bank of Canada1,850$708.1K0.00%−6,667−78.3%Reduced
Capital Insight Partners, LLC1,811$719.9K0.13%+525+40.8%Added
Traynor Capital Management, Inc.1,817$722.3K0.07%+499+37.9%Added
Oversea-Chinese Banking CORP Ltd1,835$729.4K0.02%−723−28.3%Reduced
Commonwealth Equity Services, LLC1,880$748.0K0.00%+1,148+156.8%Added
Vontobel Holding Ltd.1,922$764.0K0.01%+57+3.1%Added
Greenwood Capital Associates LLC1,942$771.9K0.10%−38−1.9%Reduced
Lingohr & Partner Asset Management GmbH1,962$780.0K1.95%+300+18.1%Added
Neuberger Berman Group LLC1,967$781.9K0.00%−912−31.7%Reduced
Dakota Wealth Management1,985$789.0K0.02%+1,985New
Smith Group Asset Management, LLC2,015$801.0K0.05%−346−14.7%Reduced
Daymark Wealth Partners, LLC2,050$814.9K0.04%00.0%Unchanged
ClearAlpha Technologies LP2,054$816.5K0.35%+198+10.7%Added
Transatlantique Private Wealth LLC2,060$819.0K0.36%−116−5.3%Reduced
Raymond James Financial Services Advisors, Inc.2,078$826.1K0.00%−1,036−33.3%Reduced
Synovus Financial Corp2,084$828.4K0.01%−380−15.4%Reduced
Atlas Private Wealth Management2,098$834.0K0.35%00.0%Unchanged
Brinker Capital Investments, LLC2,115$840.8K0.01%−140−6.2%Reduced
Orion Portfolio Solutions, LLC2,115$840.8K0.01%−140−6.2%Reduced
JustInvest LLC2,116$841.2K0.02%−1,256−37.2%Reduced
Lecap Asset Management Ltd2,128$845.9K0.18%−6−0.3%Reduced
CBOE Vest Financial, LLC2,146$853.0K0.02%+2,146New
PEAK6 Investments LLC2,182$867.3K0.04%−88−3.9%Reduced
Seven Eight Capital, LP2,186$868.9K0.09%+2,186New
Empowered Funds, LLC2,198$873.7K0.02%−90−3.9%Reduced
New Mexico Educational Retirement Board2,200$875.0K0.03%00.0%Unchanged
Citadel Investment Advisory, Inc.2,252$895.0K0.50%−98−4.2%Reduced
True Wealth Design, LLC2,296$912.7K0.23%+2,296New
Gotham Asset Management, LLC2,302$915.0K0.01%−1,098−32.3%Reduced
O'Shaughnessy Asset Management, LLC2,353$935.2K0.01%−19−0.8%Reduced
Avidian Wealth Solutions, LLC2,369$941.7K0.05%+6+0.3%Added
CIBC Private Wealth Group, LLC2,420$963.3K0.00%−11−0.5%Reduced
PAX Financial Group, LLC2,453$974.9K0.20%−97−3.8%Reduced
Securian Asset Management, Inc2,486$988.2K0.03%−314−11.2%Reduced
Inceptionr LLC2,493$991.0K0.26%+2,493New
Louisiana State Employees Retirement System2,500$993.8K0.02%−100−3.8%Reduced
Ossiam2,540$1.01M0.02%−367−12.6%Reduced
Crossmark Global Holdings, Inc.2,556$1.02M0.02%−452−15.0%Reduced
BayBridge Capital Group, LLC2,761$1.03M0.90%+190+7.4%Added
NorthCrest Asset Manangement, LLC2,616$1.04M0.04%−124−4.5%Reduced
Chesley Taft & Associates LLC2,637$1.05M0.05%+125+5.0%Added
BNP Paribas2,670$1.06M0.05%+2,670New