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 |
|---|---|---|---|---|---|
| NEOS Investment Management LLC | 605 | $240.5K | 0.01% | −9−1.5% | Reduced |
| Central Trust Co | 603 | $239.7K | 0.01% | −71−10.5% | Reduced |
| Prime Capital Investment Advisors, LLC | 586 | $233.0K | 0.00% | +586 | New |
| Sompo Asset Management Co., Ltd. | 580 | $230.6K | 0.04% | −60−9.4% | Reduced |
| Wedmont Private Capital | 614 | $228.1K | 0.02% | −1−0.2% | Reduced |
| Arkadios Wealth Advisors | 560 | $222.6K | 0.02% | +560 | New |
| Ci Investments Inc. | 557 | $221.0K | 0.00% | −485−46.5% | Reduced |
| Edge Capital Group, LLC | 553 | $219.8K | 0.01% | +553 | New |
| Wetherby Asset Management Inc | 543 | $215.8K | 0.01% | −59−9.8% | Reduced |
| Coldstream Capital Management Inc | 540 | $214.7K | 0.01% | +540 | New |
| IFP Advisors, Inc | 536 | $213.1K | 0.01% | +43+8.7% | Added |
| Whitaker-Myers Wealth Managers, LTD. | 531 | $211.1K | 0.09% | +531 | New |
| Somerset Trust Co | 531 | $211.1K | 0.09% | +531 | New |
| Dynasty Wealth Management, LLC | 527 | $209.5K | 0.01% | +527 | 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 |
| CoreCap Advisors, LLC | 508 | $201.9K | 0.01% | +508 | New |
| Darwin Advisors, LLC | 507 | $201.5K | 0.06% | −139−21.5% | Reduced |
| 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 |
| Armistice Capital, LLC | 505 | $200.7K | 0.01% | +505 | New |
| Webster Bank, N. A. | 500 | $198.8K | 0.02% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 482 | $191.6K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 438 | $174.1K | 0.04% | +112+34.4% | Added |
| Grove Bank & Trust | 433 | $172.1K | 0.03% | −3−0.7% | Reduced |
| Proequities, Inc. | 416 | $165.4K | 0.01% | +72+20.9% | Added |
| Hantz Financial Services, Inc. | 410 | $163.0K | 0.00% | +2+0.5% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 340 | $135.2K | 0.01% | +270+385.7% | Added |
| Stephenson National Bank & Trust | 339 | $134.8K | 0.05% | +2+0.6% | Added |
| Quadrant Capital Group LLC | 294 | $116.9K | 0.01% | +91+44.8% | Added |
| Signaturefd, LLC | 270 | $107.3K | 0.00% | +102+60.7% | Added |
| Asset Dedication, LLC | 250 | $99.0K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 246 | $97.8K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 239 | $95.0K | 0.03% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 226 | $90.0K | 0.03% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 223 | $88.8K | 0.01% | +35+18.6% | Added |
| EverSource Wealth Advisors, LLC | 242 | $88.7K | 0.01% | +7+3.0% | Added |
| Loomis Sayles & Co L P | 213 | $85.0K | 0.00% | −144−40.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 211 | $83.9K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 200 | $79.5K | 0.04% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 176 | $70.0K | 0.00% | −99−36.0% | Reduced |
| Covestor Ltd | 160 | $64.0K | 0.04% | −77−32.5% | Reduced |
| Key Financial Inc | 159 | $63.2K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 153 | $60.8K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 153 | $60.0K | 0.00% | −195−56.0% | Reduced |
| Walleye Trading LLC | 148 | $58.8K | 0.00% | −6,745−97.9% | Reduced |
| SYSTM Wealth Solutions LLC | 143 | $56.8K | 0.01% | +5+3.6% | Added |
| EntryPoint Capital, LLC | 139 | $55.3K | 0.05% | −206−59.7% | Reduced |
| Parkside Financial Bank & Trust | 135 | $53.7K | 0.01% | −2−1.5% | Reduced |
| Hollencrest Capital Management | 135 | $53.7K | 0.00% | +115+575.0% | Added |
| Toth Financial Advisory Corp | 130 | $51.7K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 129 | $51.3K | 0.01% | −23−15.1% | Reduced |
| Harvest Fund Management Co., Ltd | 128 | $51.0K | 0.00% | +126+6,300.0% | Added |
| Montag A & Associates Inc | 110 | $43.7K | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 104 | $41.3K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 100 | $40.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 94 | $37.4K | 0.01% | 00.0% | Unchanged |
| Cambridge Trust Co | 90 | $35.8K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 89 | $35.4K | 0.00% | +23+34.8% | Added |
| TD Private Client Wealth LLC | 85 | $33.8K | 0.00% | +31+57.4% | Added |
| Ronald Blue Trust, Inc. | 84 | $33.4K | 0.00% | +59+236.0% | Added |
| Massmutual Trust Co FSB | 84 | $33.4K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 87 | $33.2K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 82 | $32.6K | 0.00% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 90 | $31.8K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 80 | $31.8K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 80 | $31.8K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 76 | $30.2K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 71 | $28.2K | 0.00% | −34−32.4% | Reduced |
| Allworth Financial LP | 69 | $27.4K | 0.00% | −1−1.4% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 64 | $25.4K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 62 | $24.6K | 0.00% | −1−1.6% | Reduced |
| Caldwell Trust Co | 62 | $24.6K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 57 | $22.7K | 0.01% | +57 | New |
| Piscataqua Savings Bank | 56 | $22.3K | 0.02% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 55 | $21.9K | 0.02% | −8−12.7% | Reduced |
| Riverview Trust Co | 55 | $21.9K | 0.02% | +55 | New |
| Jones Financial Companies LLLP | 53 | $21.1K | 0.00% | +45+562.5% | Added |
| Harbour Investments, Inc. | 46 | $18.3K | 0.00% | −4−8.0% | Reduced |
| Barrett & Company, Inc. | 40 | $15.9K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 36 | $14.3K | 0.00% | +4+12.5% | Added |
| Chelsea Counsel Co | 35 | $13.9K | 0.01% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 35 | $13.9K | 0.01% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 36 | $13.0K | 0.01% | +3+9.1% | Added |
| Smartleaf Asset Management LLC | 32 | $12.7K | 0.00% | +16+100.0% | Added |
| Caitlin John, LLC | 32 | $12.6K | 0.01% | −2−5.9% | Reduced |
| CVA Family Office, LLC | 30 | $11.9K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 27 | $10.7K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 26 | $10.3K | 0.00% | −1−3.7% | Reduced |
| Fortitude Family Office, LLC | 26 | $10.3K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 26 | $10.3K | 0.00% | +1+4.0% | Added |
| JFS Wealth Advisors, LLC | 25 | $9.94K | 0.00% | −1−3.8% | Reduced |
| GW&K Investment Management, LLC | 22 | $9.00K | 0.00% | +4+22.2% | Added |
| Manchester Capital Management LLC | 17 | $6.76K | 0.00% | +12+240.0% | Added |
| Bruce G. Allen Investments, LLC | 14 | $5.57K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 14 | $5.57K | 0.00% | +14 | New |
| Prestige Wealth Management Group LLC | 13 | $5.17K | 0.00% | −18−58.1% | Reduced |
| LGT Financial Advisors LLC | 13 | $5.17K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 13 | $5.17K | 0.00% | +9+225.0% | Added |