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 |
|---|---|---|---|---|---|
| Diversified Trust Co | 4,079 | $1.62M | 0.05% | −278−6.4% | Reduced |
| Wealthfront Advisers LLC | 4,004 | $1.59M | 0.01% | −131−3.2% | Reduced |
| Verition Fund Management LLC | 3,989 | $1.59M | 0.02% | −2,854−41.7% | Reduced |
| Toroso Investments, LLC | 3,991 | $1.58M | 0.03% | +342+9.4% | Added |
| Teamwork Financial Advisors, LLC | 3,816 | $1.52M | 0.23% | +3,816 | New |
| Ethic Inc. | 3,788 | $1.51M | 0.04% | −565−13.0% | Reduced |
| Whittier Trust Co | 3,787 | $1.51M | 0.02% | −28−0.7% | Reduced |
| Blair William & Co | 3,762 | $1.50M | 0.00% | +203+5.7% | Added |
| Chartwell Investment Partners, LLC | 3,740 | $1.49M | 0.05% | −503−11.9% | Reduced |
| Lake Street Financial LLC | 3,726 | $1.48M | 0.20% | −249−6.3% | Reduced |
| Panagora Asset Management Inc | 3,721 | $1.48M | 0.01% | +9+0.2% | Added |
| M&T Bank Corp | 3,700 | $1.47M | 0.01% | +524+16.5% | Added |
| Oregon Public Employees Retirement Fund | 3,694 | $1.47M | 0.03% | −3,396−47.9% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 3,634 | $1.44M | 0.11% | +1,478+68.6% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 3,594 | $1.43M | 0.03% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 3,545 | $1.41M | 0.04% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 3,476 | $1.38M | 0.04% | +46+1.3% | Added |
| Teachers Retirement System of the State of Kentucky | 3,455 | $1.37M | 0.01% | −258−6.9% | Reduced |
| Uncommon Cents Investing LLC | 3,439 | $1.37M | 0.42% | +565+19.7% | Added |
| Hartford Investment Management Co | 3,387 | $1.35M | 0.05% | −57−1.7% | Reduced |
| Kentucky Retirement Systems | 3,296 | $1.31M | 0.04% | −176−5.1% | Reduced |
| La Banque Postale Asset Management SA | 3,237 | $1.29M | 0.05% | −329−9.2% | Reduced |
| Icon Advisers Inc | 3,200 | $1.27M | 0.28% | 00.0% | Unchanged |
| Strategic Investment Advisors | 3,165 | $1.26M | 0.16% | +40+1.3% | Added |
| Two Sigma Advisers, LP | 3,100 | $1.23M | 0.00% | −24,800−88.9% | Reduced |
| UniSuper Management Pty Ltd | 2,996 | $1.19M | 0.01% | +2,524+534.7% | Added |
| Veriti Management LLC | 2,976 | $1.18M | 0.09% | +28+0.9% | Added |
| Great Lakes Advisors, LLC | 2,965 | $1.18M | 0.01% | −1,362−31.5% | Reduced |
| Pacer Advisors, Inc. | 2,962 | $1.18M | 0.00% | −656−18.1% | Reduced |
| Maryland State Retirement & Pension System | 3,286 | $1.17M | 0.02% | 00.0% | Unchanged |
| Polianta Ltd | 2,900 | $1.15M | 0.56% | +2,900 | New |
| Everence Capital Management Inc | 2,840 | $1.13M | 0.07% | 00.0% | Unchanged |
| XTX Topco Ltd | 2,807 | $1.12M | 0.15% | +417+17.4% | Added |
| Axq Capital, LP | 2,800 | $1.11M | 0.27% | −4,300−60.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 2,790 | $1.11M | 0.00% | −44−1.6% | Reduced |
| Capstone Investment Advisors, LLC | 2,755 | $1.10M | 0.02% | +1,330+93.3% | Added |
| Dana Investment Advisors, Inc. | 2,729 | $1.08M | 0.04% | −120−4.2% | Reduced |
| WealthTrust Asset Management, LLC | 2,725 | $1.08M | 0.82% | +5+0.2% | Added |
| Achmea Investment Management B.V. | 2,717 | $1.08M | 0.02% | +2,717 | New |
| Railway Pension Investments Ltd | 2,700 | $1.07M | 0.01% | 00.0% | Unchanged |
| BNP Paribas | 2,670 | $1.06M | 0.05% | +2,670 | New |
| Chesley Taft & Associates LLC | 2,637 | $1.05M | 0.05% | +125+5.0% | Added |
| NorthCrest Asset Manangement, LLC | 2,616 | $1.04M | 0.04% | −124−4.5% | Reduced |
| BayBridge Capital Group, LLC | 2,761 | $1.03M | 0.90% | +190+7.4% | Added |
| Crossmark Global Holdings, Inc. | 2,556 | $1.02M | 0.02% | −452−15.0% | Reduced |
| Ossiam | 2,540 | $1.01M | 0.02% | −367−12.6% | Reduced |
| Louisiana State Employees Retirement System | 2,500 | $993.8K | 0.02% | −100−3.8% | Reduced |
| Inceptionr LLC | 2,493 | $991.0K | 0.26% | +2,493 | New |
| Securian Asset Management, Inc | 2,486 | $988.2K | 0.03% | −314−11.2% | Reduced |
| PAX Financial Group, LLC | 2,453 | $974.9K | 0.20% | −97−3.8% | Reduced |
| CIBC Private Wealth Group, LLC | 2,420 | $963.3K | 0.00% | −11−0.5% | Reduced |
| Avidian Wealth Solutions, LLC | 2,369 | $941.7K | 0.05% | +6+0.3% | Added |
| O'Shaughnessy Asset Management, LLC | 2,353 | $935.2K | 0.01% | −19−0.8% | Reduced |
| Gotham Asset Management, LLC | 2,302 | $915.0K | 0.01% | −1,098−32.3% | Reduced |
| True Wealth Design, LLC | 2,296 | $912.7K | 0.23% | +2,296 | New |
| Citadel Investment Advisory, Inc. | 2,252 | $895.0K | 0.50% | −98−4.2% | Reduced |
| New Mexico Educational Retirement Board | 2,200 | $875.0K | 0.03% | 00.0% | Unchanged |
| Empowered Funds, LLC | 2,198 | $873.7K | 0.02% | −90−3.9% | Reduced |
| Seven Eight Capital, LP | 2,186 | $868.9K | 0.09% | +2,186 | New |
| PEAK6 Investments LLC | 2,182 | $867.3K | 0.04% | −88−3.9% | Reduced |
| CBOE Vest Financial, LLC | 2,146 | $853.0K | 0.02% | +2,146 | New |
| Lecap Asset Management Ltd | 2,128 | $845.9K | 0.18% | −6−0.3% | Reduced |
| JustInvest LLC | 2,116 | $841.2K | 0.02% | −1,256−37.2% | Reduced |
| Brinker Capital Investments, LLC | 2,115 | $840.8K | 0.01% | −140−6.2% | Reduced |
| Orion Portfolio Solutions, LLC | 2,115 | $840.8K | 0.01% | −140−6.2% | Reduced |
| Atlas Private Wealth Management | 2,098 | $834.0K | 0.35% | 00.0% | Unchanged |
| Synovus Financial Corp | 2,084 | $828.4K | 0.01% | −380−15.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 2,078 | $826.1K | 0.00% | −1,036−33.3% | Reduced |
| Transatlantique Private Wealth LLC | 2,060 | $819.0K | 0.36% | −116−5.3% | Reduced |
| ClearAlpha Technologies LP | 2,054 | $816.5K | 0.35% | +198+10.7% | Added |
| Daymark Wealth Partners, LLC | 2,050 | $814.9K | 0.04% | 00.0% | Unchanged |
| Smith Group Asset Management, LLC | 2,015 | $801.0K | 0.05% | −346−14.7% | Reduced |
| Dakota Wealth Management | 1,985 | $789.0K | 0.02% | +1,985 | New |
| Neuberger Berman Group LLC | 1,967 | $781.9K | 0.00% | −912−31.7% | Reduced |
| Lingohr & Partner Asset Management GmbH | 1,962 | $780.0K | 1.95% | +300+18.1% | Added |
| Greenwood Capital Associates LLC | 1,942 | $771.9K | 0.10% | −38−1.9% | Reduced |
| Vontobel Holding Ltd. | 1,922 | $764.0K | 0.01% | +57+3.1% | Added |
| Commonwealth Equity Services, LLC | 1,880 | $748.0K | 0.00% | +1,148+156.8% | Added |
| Oversea-Chinese Banking CORP Ltd | 1,835 | $729.4K | 0.02% | −723−28.3% | Reduced |
| Traynor Capital Management, Inc. | 1,817 | $722.3K | 0.07% | +499+37.9% | Added |
| Capital Insight Partners, LLC | 1,811 | $719.9K | 0.13% | +525+40.8% | Added |
| National Bank of Canada | 1,850 | $708.1K | 0.00% | −6,667−78.3% | Reduced |
| Stoneridge Investment Partners LLC | 1,779 | $707.0K | 0.27% | +1,779 | New |
| Metropolitan Life Insurance Co | 1,751 | $696.0K | 0.03% | −16−0.9% | Reduced |
| Bartlett & Co. Wealth Management LLC | 1,747 | $694.4K | 0.01% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 1,738 | $690.9K | 0.50% | +1,738 | New |
| IPG Investment Advisors LLC | 1,710 | $679.7K | 0.15% | +1,710 | New |
| Elevated Capital Advisors, LLC | 1,708 | $679.0K | 0.19% | +151+9.7% | Added |
| Bank of Stockton | 1,705 | $677.7K | 0.21% | −45−2.6% | Reduced |
| Commerce Bank | 1,683 | $669.0K | 0.00% | +3+0.2% | Added |
| Qsemble Capital Management, LP | 1,665 | $661.8K | 0.14% | +1,665 | New |
| TFB Advisors LLC | 1,782 | $659.2K | 0.24% | +909+104.1% | Added |
| Unison Advisors LLC | 1,641 | $652.3K | 0.06% | +7+0.4% | Added |
| Perigon Wealth Management, LLC | 1,610 | $639.9K | 0.02% | +1,610 | New |
| Advisors Asset Management, Inc. | 1,583 | $629.2K | 0.01% | −493−23.7% | Reduced |
| Argent Trust Co | 1,535 | $610.2K | 0.03% | −195−11.3% | Reduced |
| Wexford Capital LP | 1,500 | $596.3K | 0.12% | −1,300−46.4% | Reduced |
| MeadowBrook Investment Advisors LLC | 1,500 | $596.3K | 0.56% | −93−5.8% | Reduced |
| Aull & Monroe Investment Management Corp | 1,500 | $596.3K | 0.27% | 00.0% | Unchanged |
| Norinchukin Bank, The | 1,498 | $595.5K | 0.02% | −23−1.5% | Reduced |