Skip to main content
Livermore
Livermore
ZHEN

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, Q2 2024

Institutional positions in Everest Group, Ltd. as of Jun 30, 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
631
−1 vs. Q1 2024
Shares held
40.4M
−243.7K (−0.6%) vs. Q1 2024
Total value
$15.4B
−$754.3M (−4.7%) vs. Q1 2024
New holders
65
258 more added
Sold out
66
211 more reduced

8 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2024: 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.

Institutional holdersQ2 2024: 631 institutions
Q1 2021: 464 institutionsQ2 2021: 455 institutionsQ3 2021: 466 institutionsQ4 2021: 479 institutionsQ1 2022: 513 institutionsQ2 2022: 532 institutionsQ3 2022: 510 institutionsQ4 2022: 558 institutionsQ1 2023: 583 institutionsQ2 2023: 582 institutionsQ3 2023: 590 institutionsQ4 2023: 669 institutionsQ1 2024: 640 institutionsQ2 2024: 631 institutionsQ3 2024: 675 institutionsQ4 2024: 694 institutionsQ1 2025: 678 institutionsQ2 2025: 673 institutionsQ3 2025: 677 institutionsQ4 2025: 685 institutionsQ1 2026: 670 institutionsQ2 2026: 690 institutions
Value heldQ2 2024: $15.4B
Q1 2021: $9.29BQ2 2021: $9.58BQ3 2021: $9.38BQ4 2021: $10.2BQ1 2022: $11.1BQ2 2022: $10.2BQ3 2022: $9.66BQ4 2022: $12.1BQ1 2023: $13.1BQ2 2023: $13.7BQ3 2023: $15.1BQ4 2023: $14.2BQ1 2024: $16.2BQ2 2024: $15.4BQ3 2024: $15.8BQ4 2024: $14.6BQ1 2025: $14.7BQ2 2025: $13.6BQ3 2025: $13.5BQ4 2025: $13.4BQ1 2026: $12.0BQ2 2026: $14.2B
Institutions holding EG and their total value by quarter
QuarterHoldersValue
Q2 2026690$14.2B
Q1 2026670$12.0B
Q4 2025685$13.4B
Q3 2025677$13.5B
Q2 2025673$13.6B
Q1 2025678$14.7B
Q4 2024694$14.6B
Q3 2024675$15.8B
Q2 2024631$15.4B
Q1 2024640$16.2B
Q4 2023669$14.2B
Q3 2023590$15.1B
Q2 2023582$13.7B
Q1 2023583$13.1B
Q4 2022558$12.1B
Q3 2022510$9.66B
Q2 2022532$10.2B
Q1 2022513$11.1B
Q4 2021479$10.2B
Q3 2021466$9.38B
Q2 2021455$9.58B
Q1 2021464$9.29B

Institutions, Q2 2024

Shares, value and share of portfolio for each institution holding Everest Group, Ltd.; share changes are against Q1 2024.

Institutions holding EG in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Avion Wealth2$00.00%+1+100.0%Added
Y.D. More Investments Ltd32$320.00%+32New
CoreCap Advisors, LLC1$3810.00%−507−99.8%Reduced
Highline Wealth Partners LLC1$3810.00%00.0%Unchanged
TFC Financial Management1$3820.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC1$4470.00%00.0%Unchanged
Cornerstone Planning Group LLC2$7130.00%−1−33.3%Reduced
Rothschild Investment LLC2$7620.00%−2−50.0%Reduced
Raleigh Capital Management Inc.2$7620.00%00.0%Unchanged
Country Trust Bank2$7620.00%+2New
Salem Investment Counselors Inc2$7630.00%00.0%Unchanged
Valley National Advisers Inc5$1.00K0.00%+2+66.7%Added
Investors Research Corp3$1.14K0.00%00.0%Unchanged
Aspect Partners, LLC3$1.14K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC3$1.14K0.00%00.0%Unchanged
Glen Eagle Advisors, LLC4$1.53K0.00%+4New
Dunhill Financial, LLC5$1.83K0.00%00.0%Unchanged
Larson Financial Group LLC5$1.91K0.00%+4+400.0%Added
Capital Analysts, LLC5$2.00K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC5$2.00K0.00%+5New
Spire Wealth Management6$2.29K0.00%+1+20.0%Added
Private Ocean, LLC6$2.29K0.00%+6New
JNBA Financial Advisors6$2.29K0.00%00.0%Unchanged
Washington Trust Advisors, Inc.7$2.52K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.7$2.67K0.00%+1+16.7%Added
Financial Connections Group, Inc.9$3.00K0.00%00.0%Unchanged
Hobbs Group Advisors, LLC8$3.06K0.00%+8New
WR Wealth Planners, LLC9$3.43K0.00%−2−18.2%Reduced
RFP Financial Group LLC10$3.81K0.00%00.0%Unchanged
Ashton Thomas Private Wealth, LLC10$3.81K0.00%+10New
SJS Investment Consulting Inc.10$3.81K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC12$4.57K0.00%−1−7.7%Reduced
Wetzel Investment Advisors, Inc.12$4.77K0.00%−24−66.7%Reduced
Fortitude Family Office, LLC13$4.95K0.00%−13−50.0%Reduced
Raffa Wealth Management, LLC13$4.95K0.00%00.0%Unchanged
LGT Financial Advisors LLC13$4.95K0.01%00.0%Unchanged
Winch Advisory Services, LLC13$4.95K0.00%+13New
Vermillion & White Wealth Management Group, LLC13$4.95K0.00%+13New
Bell Investment Advisors, Inc13$4.95K0.00%+6+85.7%Added
Transamerica Financial Advisors, Inc.12$5.00K0.00%00.0%Unchanged
Financial Management Professionals, Inc.12$5.00K0.00%00.0%Unchanged
Crewe Advisors LLC14$5.33K0.00%00.0%Unchanged
Sachetta, LLC15$5.84K0.00%+2+15.4%Added
Manchester Capital Management LLC18$6.86K0.00%+1+5.9%Added
Smartleaf Asset Management LLC19$7.23K0.00%−13−40.6%Reduced
Tyler-Stone Wealth Management19$7.24K0.00%+19New
Dogwood Wealth Management LLC22$8.38K0.01%+22New
JFS Wealth Advisors, LLC25$9.53K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC26$9.91K0.01%+12+85.7%Added
Farmers & Merchants Investments Inc27$10.3K0.00%00.0%Unchanged
Redwood Wealth Management Group, LLC27$10.3K0.01%+27New
WealthCollab, LLC28$10.7K0.01%+19+211.1%Added
GW&K Investment Management, LLC28$11.0K0.00%+6+27.3%Added
Ransom Advisory, Ltd30$11.4K0.01%+30New
CVA Family Office, LLC31$11.8K0.00%+1+3.3%Added
Caitlin John, LLC32$12.1K0.01%00.0%Unchanged
MV Capital Management, Inc.32$12.2K0.00%+6+23.1%Added
Institutional & Family Asset Management, LLC32$12.2K0.00%+6+23.1%Added
Family Firm, Inc.32$12.3K0.00%+32New
Private Wealth Management Group, LLC33$12.6K0.01%+24+266.7%Added
Chelsea Counsel Co35$13.3K0.01%00.0%Unchanged
Pathway Financial Advisers, LLC35$13.3K0.00%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC37$14.1K0.00%+27+270.0%Added
Barrett & Company, Inc.40$15.2K0.01%00.0%Unchanged
First Horizon Advisors, Inc.44$16.8K0.00%+8+22.2%Added
Zions Bancorporation, N.A.46$17.5K0.00%−16−25.8%Reduced
Harbour Investments, Inc.46$17.5K0.00%00.0%Unchanged
TD Private Client Wealth LLC50$19.1K0.00%−35−41.2%Reduced
Riverview Trust Co55$21.0K0.02%00.0%Unchanged
Richardson Financial Services Inc.55$21.0K0.02%00.0%Unchanged
Piscataqua Savings Bank56$21.3K0.02%00.0%Unchanged
Umb Bank N A59$22.5K0.00%+59New
Caldwell Trust Co62$23.6K0.00%00.0%Unchanged
NVWM, LLC63$24.0K0.01%+6+10.5%Added
Jones Financial Companies LLLP64$24.4K0.00%+11+20.8%Added
Moisand Fitzgerald Tamayo, LLC64$24.4K0.00%00.0%Unchanged
American National Bank70$26.7K0.00%+70New
Allworth Financial LP75$28.9K0.00%+6+8.7%Added
Heritage Wealth Advisors80$30.5K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC80$30.5K0.01%00.0%Unchanged
Cromwell Holdings LLC82$31.2K0.02%+82New
Venturi Wealth Management, LLC86$32.8K0.00%+74+616.7%Added
Private Trust Co NA87$33.1K0.00%−2−2.2%Reduced
Clearstead Advisors, LLC87$33.1K0.00%00.0%Unchanged
DT Investment Partners, LLC91$34.7K0.00%+9+11.0%Added
FinTrust Capital Advisors, LLC94$35.8K0.01%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.100$38.0K0.00%00.0%Unchanged
Old Second National Bank of Aurora103$39.2K0.01%+103New
Thompson Investment Management, Inc.104$39.6K0.01%00.0%Unchanged
Montag A & Associates Inc110$41.9K0.00%00.0%Unchanged
JJJ Advisors Inc.110$41.9K0.01%+34+44.7%Added
Massmutual Trust Co FSB115$43.8K0.00%+31+36.9%Added
Lindbrook Capital, LLC119$45.3K0.00%+48+67.6%Added
Harvest Fund Management Co., Ltd128$49.0K0.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC129$49.2K0.01%00.0%Unchanged
Toth Financial Advisory Corp130$49.5K0.01%00.0%Unchanged
Hollencrest Capital Management135$51.4K0.00%00.0%Unchanged
Parkside Financial Bank & Trust135$51.4K0.01%00.0%Unchanged
State of Wyoming149$56.8K0.01%−581−79.6%Reduced
Whittier Trust Co of Nevada Inc153$58.3K0.00%00.0%Unchanged