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 |
|---|---|---|---|---|---|
| Financial Management Professionals, Inc. | 12 | $5.00K | 0.00% | −38−76.0% | Reduced |
| Transamerica Financial Advisors, Inc. | 12 | $5.00K | 0.00% | +12 | New |
| Venturi Wealth Management, LLC | 12 | $4.77K | 0.00% | −5−29.4% | Reduced |
| Sachetta, LLC | 13 | $4.60K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 11 | $4.37K | 0.00% | +11 | New |
| Financial Connections Group, Inc. | 9 | $4.00K | 0.00% | +9 | New |
| SJS Investment Consulting Inc. | 10 | $3.98K | 0.00% | −1−9.1% | Reduced |
| Meeder Asset Management Inc | 10 | $3.98K | 0.00% | −570−98.3% | Reduced |
| RFP Financial Group LLC | 10 | $3.98K | 0.00% | −11−52.4% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 10 | $3.98K | 0.00% | +10 | New |
| Sofos Investments, Inc. | 10 | $3.86K | 0.00% | +10 | Added |
| Private Wealth Management Group, LLC | 9 | $3.58K | 0.00% | −5−35.7% | Reduced |
| WealthCollab, LLC | 9 | $3.58K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 7 | $2.78K | 0.00% | −1−12.5% | Reduced |
| Bell Investment Advisors, Inc | 7 | $2.78K | 0.00% | +1+16.7% | Added |
| Washington Trust Advisors, Inc. | 7 | $2.63K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $2.38K | 0.00% | −1−14.3% | Reduced |
| JNBA Financial Advisors | 6 | $2.38K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| City State Bank | 6 | $2.00K | 0.00% | +6 | New |
| Spire Wealth Management | 5 | $1.99K | 0.00% | +3+150.0% | Added |
| Dunhill Financial, LLC | 5 | $1.88K | 0.00% | +1+25.0% | Added |
| Rothschild Investment LLC | 4 | $1.59K | 0.00% | −5−55.6% | Reduced |
| Western Pacific Wealth Management, LP | 4 | $1.59K | 0.00% | +4 | New |
| Investors Research Corp | 3 | $1.19K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 3 | $1.19K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 3 | $1.19K | 0.00% | +2+200.0% | Added |
| Rakuten Securities, Inc. | 3 | $1.19K | 0.00% | +2+200.0% | Added |
| Cornerstone Planning Group LLC | 3 | $1.11K | 0.00% | +3 | New |
| Valley National Advisers Inc | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 1 | $1.00K | 0.00% | −2−66.7% | Reduced |
| Raleigh Capital Management Inc. | 2 | $795 | 0.00% | +1+100.0% | Added |
| Salem Investment Counselors Inc | 2 | $795 | 0.00% | +2 | New |
| Kayne Anderson Rudnick Investment Management LLC | 1 | $467 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 1 | $406 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1 | $398 | 0.00% | −132−99.2% | Reduced |
| Tfo-TDC, LLC | 1 | $398 | 0.00% | −2−66.7% | Reduced |
| Highline Wealth Partners LLC | 1 | $398 | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 1 | $398 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $398 | 0.00% | +1 | New |
| Viking Global Investors LPSuperinvestorViking Global Investors | 0 | $0 | 0.00% | −652,302−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −186,854−100.0% | Sold out |
| Junto Capital Management LP | 0 | $0 | 0.00% | −134,701−100.0% | Sold out |
| Cramer Rosenthal McGlynn LLC | 0 | $0 | 0.00% | −75,110−100.0% | Sold out |
| Epoch Investment Partners, Inc. | 0 | $0 | 0.00% | −63,388−100.0% | Sold out |
| Gillson Capital LP | 0 | $0 | 0.00% | −60,487−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −50,958−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −49,485−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −48,398−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −29,997−100.0% | Sold out |
| Synergy Financial Management, LLC | 0 | $0 | 0.00% | −28,038−100.0% | Sold out |
| Andra AP-fonden | 0 | $0 | 0.00% | −27,000−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −26,640−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −17,566−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −16,808−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −14,995−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −13,144−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −12,381−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −10,524−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −9,247−100.0% | Sold out |
| Nicholas Investment Partners, LP | 0 | $0 | 0.00% | −8,517−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −8,121−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −7,975−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −7,685−100.0% | Sold out |
| Strategic Global Advisors, LLC | 0 | $0 | 0.00% | −7,349−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −7,272−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −6,160−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −5,693−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −5,115−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −4,252−100.0% | Sold out |
| Vienna Asset Management LLC | 0 | $0 | 0.00% | −3,876−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −3,931−100.0% | Sold out |
| AustralianSuper Pty Ltd | 0 | $0 | 0.00% | −3,894−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −3,664−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −3,358−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −2,790−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −2,728−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −2,641−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −2,407−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −2,350−100.0% | Sold out |
| Balentine LLC | 0 | $0 | 0.00% | −2,277−100.0% | Sold out |
| Verdad Advisers, LP | 0 | $0 | 0.00% | −2,250−100.0% | Sold out |
| Grayhawk Investment Strategies Inc. | 0 | $0 | 0.00% | −2,192−100.0% | Sold out |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −2,040−100.0% | Sold out |
| Contravisory Investment Management, Inc. | 0 | $0 | 0.00% | −1,978−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −1,964−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −1,885−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −1,877−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −1,846−100.0% | Sold out |
| Bridgeway Capital Management, LLC | 0 | $0 | 0.00% | −1,800−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −1,763−100.0% | Sold out |
| Gilder Gagnon Howe & Co LLC | 0 | $0 | 0.00% | −1,706−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −1,615−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −1,604−100.0% | Sold out |
| Stratos Wealth Partners, LTD. | 0 | $0 | 0.00% | −1,526−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −1,505−100.0% | Sold out |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −1,480−100.0% | Sold out |
| Steel Peak Wealth Management LLC | 0 | $0 | 0.00% | −1,378−100.0% | Sold out |
| Strategy Asset Managers LLC | 0 | $0 | 0.00% | −1,360−100.0% | Sold out |
| SRB Corp | 0 | $0 | 0.00% | −1,352−100.0% | Sold out |