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 |
|---|---|---|---|---|---|
| Banco Bilbao Vizcaya Argentaria, S.A. | 1,450 | $576.0K | 0.01% | +31+2.2% | Added |
| Creative Planning | 1,445 | $574.5K | 0.00% | +125+9.5% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 1,432 | $569.2K | 0.04% | −114−7.4% | Reduced |
| First Hawaiian Bank | 1,423 | $565.6K | 0.02% | −69−4.6% | Reduced |
| Legacy Wealth Asset Management, LLC | 1,397 | $555.3K | 0.15% | +67+5.0% | Added |
| Metis Global Partners, LLC | 1,384 | $550.1K | 0.02% | −18−1.3% | Reduced |
| Brevan Howard Capital Management LP | 1,378 | $547.8K | 0.05% | −2,185−61.3% | Reduced |
| Qtron Investments LLC | 1,376 | $547.0K | 0.08% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 1,364 | $542.2K | 0.00% | +219+19.1% | Added |
| Greenleaf Trust | 1,348 | $535.8K | 0.00% | +115+9.3% | Added |
| Rowland & Co Investment Counsel | 1,345 | $534.6K | 0.11% | −100−6.9% | Reduced |
| E&G Advisors, LP | 1,345 | $533.0K | 0.17% | +265+24.5% | Added |
| Mather Group, LLC. | 1,472 | $520.5K | 0.01% | −14−0.9% | Reduced |
| American Trust | 1,295 | $514.8K | 0.05% | −243−15.8% | Reduced |
| Erste Asset Management GmbH | 1,300 | $514.5K | 0.01% | 00.0% | Unchanged |
| Nebula Research & Development LLC | 1,289 | $512.4K | 0.11% | +1,289 | New |
| Engineers Gate Manager LP | 1,282 | $509.6K | 0.01% | −14,757−92.0% | Reduced |
| Baird Financial Group, Inc. | 1,262 | $501.6K | 0.00% | −1,032−45.0% | Reduced |
| Magnetar Financial LLC | 1,261 | $501.2K | 0.01% | −8,546−87.1% | Reduced |
| D.A. Davidson & Co. | 1,250 | $497.0K | 0.00% | −6−0.5% | Reduced |
| Huntington National Bank | 1,224 | $486.5K | 0.00% | −11−0.9% | Reduced |
| Cozad Asset Management Inc | 1,215 | $483.0K | 0.05% | −2,085−63.2% | Reduced |
| Tokio Marine Asset Management Co Ltd | 1,214 | $482.6K | 0.02% | +63+5.5% | Added |
| Csenge Advisory Group | 1,212 | $481.8K | 0.03% | −26−2.1% | Reduced |
| Center For Asset Management LLC | 1,200 | $477.1K | 0.39% | −104−8.0% | Reduced |
| Stephens Inc | 1,178 | $468.3K | 0.01% | −109−8.5% | Reduced |
| Principal Securities, Inc. | 1,171 | $465.5K | 0.01% | −210−15.2% | Reduced |
| Tower Research Capital LLC (TRC) | 1,171 | $465.5K | 0.01% | −5,538−82.5% | Reduced |
| Truist Financial Corp | 1,165 | $463.0K | 0.00% | −107−8.4% | Reduced |
| Shelton Wealth Management, LLC | 1,159 | $460.7K | 0.29% | +1,159 | New |
| Checchi Capital Advisers, LLC | 1,150 | $457.1K | 0.04% | −20−1.7% | Reduced |
| Wellington Shields & Co., LLC | 1,100 | $437.3K | 0.15% | 00.0% | Unchanged |
| Winton Group Ltd | 1,098 | $436.5K | 0.03% | −112−9.3% | Reduced |
| Personal Cfo Solutions, LLC | 1,093 | $434.6K | 0.07% | +1+0.1% | Added |
| Trail Ridge Investment Advisors, LLC | 1,072 | $426.1K | 0.24% | −64−5.6% | Reduced |
| MAI Capital Management | 1,060 | $421.5K | 0.00% | +5+0.5% | Added |
| Atlas Capital Advisors LLC | 1,060 | $421.4K | 0.07% | −113−9.6% | Reduced |
| GWM Advisors LLC | 1,057 | $420.4K | 0.00% | +594+128.3% | Added |
| Vivid Wealth Management, LLC | 1,055 | $419.4K | 0.26% | +19+1.8% | Added |
| Lido Advisors, LLC | 1,054 | $418.9K | 0.00% | +159+17.8% | Added |
| Cognios Beta Neutral Large Cap Fund, LP | 1,027 | $408.2K | 0.53% | +1,027 | New |
| Chesapeake Asset Management LLC | 1,004 | $399.1K | 0.40% | +365+57.1% | Added |
| TD Waterhouse Canada Inc. | 916 | $397.6K | 0.00% | −477−34.2% | Reduced |
| CSS LLC | 1,000 | $397.5K | 0.03% | +200+25.0% | Added |
| Moors & Cabot, Inc. | 995 | $395.5K | 0.02% | −37−3.6% | Reduced |
| Keybank National Association | 978 | $388.8K | 0.00% | +15+1.6% | Added |
| Pitcairn Co | 973 | $386.8K | 0.03% | +8+0.8% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 965 | $383.6K | 0.02% | −2,830−74.6% | Reduced |
| We Are One Seven, LLC | 954 | $379.2K | 0.02% | +24+2.6% | Added |
| Cutter & CO Brokerage, Inc. | 952 | $378.4K | 0.09% | +78+8.9% | Added |
| Fifth Third Bancorp | 924 | $367.3K | 0.00% | +53+6.1% | Added |
| Bessemer Group Inc | 921 | $366.0K | 0.00% | +220+31.4% | Added |
| Alps Advisors Inc | 915 | $363.7K | 0.00% | +80+9.6% | Added |
| Wealthstar Advisors, LLC | 913 | $362.9K | 0.13% | +82+9.9% | Added |
| Vestcor Inc | 911 | $362.0K | 0.01% | −8−0.9% | Reduced |
| Forum Financial Management, LP | 909 | $361.3K | 0.01% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 907 | $360.5K | 0.01% | +44+5.1% | Added |
| Westwood Holdings Group Inc. | 901 | $358.0K | 0.00% | −6,056−87.0% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 899 | $357.4K | 0.00% | −7,039−88.7% | Reduced |
| CWA Asset Management Group, LLC | 888 | $353.0K | 0.02% | −181−16.9% | Reduced |
| Ieq Capital, LLC | 883 | $350.9K | 0.01% | +23+2.7% | Added |
| Empirical Asset Management, LLC | 873 | $347.0K | 0.17% | +873 | New |
| Clarius Group, LLC | 870 | $345.8K | 0.02% | −12−1.4% | Reduced |
| Corton Capital Inc. | 861 | $342.2K | 0.13% | +861 | New |
| United Capital Financial Advisers, LLC | 860 | $341.9K | 0.00% | −3−0.3% | Reduced |
| Swiss Life Asset Management Ltd | 859 | $341.5K | 0.00% | −6,977−89.0% | Reduced |
| Walleye Capital LLC | 857 | $340.7K | 0.00% | −25,300−96.7% | Reduced |
| Klingenstein Fields & Co LP | 850 | $337.9K | 0.01% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 834 | $331.6K | 0.03% | +16+2.0% | Added |
| HFG Advisors, Inc. | 825 | $327.9K | 0.29% | +825 | New |
| Pallas Capital Advisors LLC | 820 | $326.0K | 0.01% | +820 | New |
| Clare Market Investments LLC | 800 | $318.0K | 0.10% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 788 | $313.2K | 0.00% | +90+12.9% | Added |
| Credit Capital Investments LLC | 750 | $298.1K | 0.37% | +750 | New |
| DoubleLine ETF Adviser LP | 745 | $296.1K | 0.08% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 740 | $294.1K | 0.06% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 738 | $293.0K | 0.02% | +738 | New |
| V-Square Quantitative Management LLC | 731 | $290.6K | 0.05% | +179+32.4% | Added |
| 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 |
| Ancora Advisors, LLC | 725 | $288.2K | 0.01% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 723 | $287.4K | 0.02% | +723 | New |
| Campbell & CO Investment Adviser LLC | 715 | $284.2K | 0.02% | −1,116−61.0% | Reduced |
| Banque Cantonale Vaudoise | 712 | $283.0K | 0.01% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 703 | $279.5K | 0.00% | +6+0.9% | Added |
| Integrated Wealth Concepts LLC | 699 | $278.2K | 0.00% | −515−42.4% | Reduced |
| Hyman Charles D | 700 | $278.0K | 0.02% | 00.0% | Unchanged |
| Scientech Research LLC | 690 | $274.3K | 0.15% | +690 | New |
| Red Door Wealth Management, LLC | 669 | $265.9K | 0.05% | 00.0% | Unchanged |
| iA Global Asset Management Inc. | 664 | $264.0K | 0.01% | −17−2.5% | Reduced |
| Centiva Capital, LP | 655 | $260.4K | 0.01% | −7,828−92.3% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 651 | $258.7K | 0.00% | +6+0.9% | Added |
| Texas Yale Capital Corp. | 650 | $258.4K | 0.01% | 00.0% | Unchanged |
| AlphaCentric Advisors LLC | 645 | $256.4K | 0.15% | −88−12.0% | Reduced |
| Profund Advisors LLC | 644 | $256.0K | 0.01% | +17+2.7% | Added |
| Quent Capital, LLC | 636 | $253.0K | 0.03% | −12−1.9% | Reduced |
| Ascent Group, LLC | 635 | $252.4K | 0.02% | −104−14.1% | Reduced |
| Smithfield Trust Co | 630 | $251.0K | 0.01% | 00.0% | Unchanged |
| 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 |