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 |
|---|---|---|---|---|---|
| Railway Pension Investments Ltd | 2,700 | $1.07M | 0.01% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 2,717 | $1.08M | 0.02% | +2,717 | New |
| WealthTrust Asset Management, LLC | 2,725 | $1.08M | 0.82% | +5+0.2% | Added |
| Dana Investment Advisors, Inc. | 2,729 | $1.08M | 0.04% | −120−4.2% | Reduced |
| Capstone Investment Advisors, LLC | 2,755 | $1.10M | 0.02% | +1,330+93.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 2,790 | $1.11M | 0.00% | −44−1.6% | Reduced |
| Axq Capital, LP | 2,800 | $1.11M | 0.27% | −4,300−60.6% | Reduced |
| XTX Topco Ltd | 2,807 | $1.12M | 0.15% | +417+17.4% | Added |
| Everence Capital Management Inc | 2,840 | $1.13M | 0.07% | 00.0% | Unchanged |
| Polianta Ltd | 2,900 | $1.15M | 0.56% | +2,900 | New |
| Maryland State Retirement & Pension System | 3,286 | $1.17M | 0.02% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 2,962 | $1.18M | 0.00% | −656−18.1% | Reduced |
| Great Lakes Advisors, LLC | 2,965 | $1.18M | 0.01% | −1,362−31.5% | Reduced |
| Veriti Management LLC | 2,976 | $1.18M | 0.09% | +28+0.9% | Added |
| UniSuper Management Pty Ltd | 2,996 | $1.19M | 0.01% | +2,524+534.7% | Added |
| Two Sigma Advisers, LP | 3,100 | $1.23M | 0.00% | −24,800−88.9% | Reduced |
| Strategic Investment Advisors | 3,165 | $1.26M | 0.16% | +40+1.3% | Added |
| Icon Advisers Inc | 3,200 | $1.27M | 0.28% | 00.0% | Unchanged |
| La Banque Postale Asset Management SA | 3,237 | $1.29M | 0.05% | −329−9.2% | Reduced |
| Kentucky Retirement Systems | 3,296 | $1.31M | 0.04% | −176−5.1% | Reduced |
| Hartford Investment Management Co | 3,387 | $1.35M | 0.05% | −57−1.7% | Reduced |
| Uncommon Cents Investing LLC | 3,439 | $1.37M | 0.42% | +565+19.7% | Added |
| Teachers Retirement System of the State of Kentucky | 3,455 | $1.37M | 0.01% | −258−6.9% | Reduced |
| Exchange Traded Concepts, LLC | 3,476 | $1.38M | 0.04% | +46+1.3% | Added |
| Gulf International Bank (UK) Ltd | 3,545 | $1.41M | 0.04% | 00.0% | Unchanged |
| Dai-Ichi Life Insurance Company, Ltd | 3,594 | $1.43M | 0.03% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 3,634 | $1.44M | 0.11% | +1,478+68.6% | Added |
| Oregon Public Employees Retirement Fund | 3,694 | $1.47M | 0.03% | −3,396−47.9% | Reduced |
| M&T Bank Corp | 3,700 | $1.47M | 0.01% | +524+16.5% | Added |
| Panagora Asset Management Inc | 3,721 | $1.48M | 0.01% | +9+0.2% | Added |
| Lake Street Financial LLC | 3,726 | $1.48M | 0.20% | −249−6.3% | Reduced |
| Chartwell Investment Partners, LLC | 3,740 | $1.49M | 0.05% | −503−11.9% | Reduced |
| Blair William & Co | 3,762 | $1.50M | 0.00% | +203+5.7% | Added |
| Whittier Trust Co | 3,787 | $1.51M | 0.02% | −28−0.7% | Reduced |
| Ethic Inc. | 3,788 | $1.51M | 0.04% | −565−13.0% | Reduced |
| Teamwork Financial Advisors, LLC | 3,816 | $1.52M | 0.23% | +3,816 | New |
| Toroso Investments, LLC | 3,991 | $1.58M | 0.03% | +342+9.4% | Added |
| Verition Fund Management LLC | 3,989 | $1.59M | 0.02% | −2,854−41.7% | Reduced |
| Wealthfront Advisers LLC | 4,004 | $1.59M | 0.01% | −131−3.2% | Reduced |
| Diversified Trust Co | 4,079 | $1.62M | 0.05% | −278−6.4% | Reduced |
| Public Employees Retirement Association of Colorado | 4,099 | $1.63M | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 4,200 | $1.67M | 0.01% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 4,225 | $1.68M | 0.01% | +264+6.7% | Added |
| Globeflex Capital L P | 4,307 | $1.71M | 0.17% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 4,341 | $1.73M | 0.08% | +137+3.3% | Added |
| Park Avenue Securities LLC | 4,360 | $1.73M | 0.02% | +53+1.2% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 4,362 | $1.73M | 0.02% | +44+1.0% | Added |
| MML Investors Services, LLC | 4,404 | $1.75M | 0.01% | −1,213−21.6% | Reduced |
| F/M Investments LLC | 4,408 | $1.75M | 1.18% | −25−0.6% | Reduced |
| Dynamic Advisor Solutions LLC | 4,562 | $1.81M | 0.06% | +1,305+40.1% | Added |
| Old National Bancorp | 4,622 | $1.84M | 0.04% | −1,229−21.0% | Reduced |
| Delphi Management Inc | 4,713 | $1.87M | 1.45% | +1,077+29.6% | Added |
| Westpac Banking Corp | 4,724 | $1.88M | 0.14% | +2,264+92.0% | Added |
| Perpetual Ltd | 4,724 | $1.88M | 0.02% | +2,264+92.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 4,772 | $1.90M | 0.00% | +2,964+163.9% | Added |
| Lowe Brockenbrough & Co Inc | 4,857 | $1.93M | 0.13% | −406−7.7% | Reduced |
| Cetera Investment Advisers | 4,879 | $1.94M | 0.00% | +1,377+39.3% | Added |
| The PNC Financial Services Group, Inc. | 4,881 | $1.94M | 0.00% | +815+20.0% | Added |
| USS Investment Management Ltd | 4,989 | $1.98M | 0.02% | −3,437−40.8% | Reduced |
| Nissay Asset Management Corp | 4,993 | $1.98M | 0.01% | +88+1.8% | Added |
| RBF Capital, LLC | 5,000 | $1.99M | 0.11% | 00.0% | Unchanged |
| Harbor Advisors LLC | 5,000 | $1.99M | 0.37% | 00.0% | Unchanged |
| Savant Capital, LLC | 5,012 | $1.99M | 0.02% | +4,334+639.2% | Added |
| British Columbia Investment Management Corp | 5,180 | $2.06M | 0.01% | +184+3.7% | Added |
| Citadel Advisors LLC | 5,215 | $2.07M | 0.00% | −95,193−94.8% | Reduced |
| Trust Co of Toledo NA | 5,246 | $2.09M | 0.33% | −183−3.4% | Reduced |
| ExodusPoint Capital Management, LP | 5,263 | $2.09M | 0.03% | +5,263 | New |
| STRS Ohio | 5,414 | $2.15M | 0.01% | −62,407−92.0% | Reduced |
| ING Groep NV | 5,472 | $2.18M | 0.01% | −19,112−77.7% | Reduced |
| Davenport & Co LLC | 5,788 | $2.29M | 0.01% | +5,788 | New |
| 1832 Asset Management L.P. | 5,771 | $2.29M | 0.00% | +193+3.5% | Added |
| Janus Henderson Group PLC | 5,779 | $2.30M | 0.00% | +20.0% | Added |
| CIBC Asset Management Inc | 5,795 | $2.30M | 0.01% | +178+3.2% | Added |
| Korea Investment CORP | 5,876 | $2.34M | 0.01% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 5,877 | $2.34M | 0.03% | −206−3.4% | Reduced |
| Anchor Capital Advisors LLC | 5,946 | $2.36M | 0.06% | −445−7.0% | Reduced |
| Bright Futures Wealth Management, LLC. | 6,297 | $2.40M | 1.30% | +6,297 | New |
| Robertson Stephens Wealth Management, LLC | 6,115 | $2.43M | 0.13% | −199−3.2% | Reduced |
| Oppenheimer & Co Inc | 6,356 | $2.53M | 0.04% | +1,894+42.4% | Added |
| Bank of Nova Scotia | 6,379 | $2.54M | 0.01% | −30,759−82.8% | Reduced |
| New York Life Investment Management LLC | 6,411 | $2.55M | 0.03% | −229−3.4% | Reduced |
| Channel Wealth LLC | 6,432 | $2.56M | 1.03% | +6,432 | New |
| Kempner Capital Management Inc. | 6,479 | $2.58M | 1.40% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 6,542 | $2.60M | 0.47% | +15+0.2% | Added |
| Investment Management Corp of Ontario | 6,680 | $2.66M | 0.08% | −2,583−27.9% | Reduced |
| Ostrum Asset Management | 6,730 | $2.68M | 0.21% | +2,069+44.4% | Added |
| Public Sector Pension Investment Board | 6,851 | $2.72M | 0.02% | +71+1.0% | Added |
| Tredje AP-fonden | 6,854 | $2.72M | 0.03% | 00.0% | Unchanged |
| Eisler Capital (UK) Ltd. | 6,877 | $2.73M | 0.34% | +5,133+294.3% | Added |
| Concentric Capital Strategies, LP | 6,910 | $2.75M | 0.18% | +6,910 | New |
| Xponance, Inc. | 6,987 | $2.78M | 0.03% | +677+10.7% | Added |
| DnB Asset Management AS | 6,993 | $2.78M | 0.01% | −4,260−37.9% | Reduced |
| Van Den Berg Management I, Inc | 7,109 | $2.83M | 0.83% | +7,109 | New |
| Stifel Financial Corp | 7,112 | $2.83M | 0.00% | +3,125+78.4% | Added |
| Utah Retirement Systems | 7,371 | $2.93M | 0.03% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 7,476 | $2.97M | 0.01% | +524+7.5% | Added |
| Signature Estate & Investment Advisors LLC | 7,529 | $2.99M | 0.08% | +493+7.0% | Added |
| Cary Street Partners Asset Management LLC | 7,537 | $3.00M | 0.46% | −308−3.9% | Reduced |
| Handelsbanken Fonder AB | 7,542 | $3.00M | 0.01% | +1,551+25.9% | Added |
| Vista Investment Partners LLC | 7,607 | $3.02M | 1.04% | +111+1.5% | Added |