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.
| 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, Q2 2024
Shares, value and share of portfolio for each institution holding Everest Group, Ltd.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Penserra Capital Management LLC | 156 | $59.0K | 0.00% | +3+2.0% | Added |
| Key Financial Inc | 159 | $60.6K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 162 | $64.4K | 0.00% | +78+92.9% | Added |
| Global Retirement Partners, LLC | 188 | $71.6K | 0.00% | +12+6.8% | Added |
| Sentry Investment Management LLC | 188 | $72.0K | 0.03% | −38−16.8% | Reduced |
| EntryPoint Capital, LLC | 198 | $75.4K | 0.04% | +59+42.4% | Added |
| First Financial Corp | 200 | $76.2K | 0.04% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 201 | $76.6K | 0.01% | +201 | New |
| Loomis Sayles & Co L P | 215 | $82.0K | 0.00% | +2+0.9% | Added |
| Farther Finance Advisors, LLC | 220 | $83.3K | 0.00% | −3−1.3% | Reduced |
| Ci Investments Inc. | 228 | $87.0K | 0.00% | −329−59.1% | Reduced |
| Headlands Technologies LLC | 236 | $89.9K | 0.01% | +236 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 237 | $90.3K | 0.00% | −103−30.3% | Reduced |
| Versant Capital Management, Inc | 239 | $91.1K | 0.02% | 00.0% | Unchanged |
| Colonial Trust Co | 246 | $93.7K | 0.02% | 00.0% | Unchanged |
| Asset Dedication, LLC | 250 | $95.3K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 252 | $99.0K | 0.01% | +10+4.1% | Added |
| Quadrant Capital Group LLC | 276 | $105.2K | 0.01% | −18−6.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 337 | $128.4K | 0.00% | +126+59.7% | Added |
| Stephenson National Bank & Trust | 342 | $130.3K | 0.04% | +3+0.9% | Added |
| Edmond de Rothschild Holding S.A. | 345 | $131.5K | 0.00% | +345 | New |
| Signaturefd, LLC | 354 | $134.9K | 0.00% | +84+31.1% | Added |
| Proequities, Inc. | 356 | $135.6K | 0.01% | −60−14.4% | Reduced |
| Van Eck Associates Corp | 397 | $151.0K | 0.00% | +397 | New |
| Hantz Financial Services, Inc. | 407 | $155.0K | 0.00% | −3−0.7% | Reduced |
| TD Waterhouse Canada Inc. | 409 | $155.3K | 0.00% | −507−55.3% | Reduced |
| Grove Bank & Trust | 427 | $162.7K | 0.03% | −6−1.4% | Reduced |
| Covestor Ltd | 477 | $182.0K | 0.12% | +317+198.1% | Added |
| Ameritas Investment Partners, Inc. | 482 | $183.7K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 491 | $187.1K | 0.00% | −112−18.6% | Reduced |
| PEAK6 Investments LLC | 499 | $190.1K | 0.01% | −1,683−77.1% | Reduced |
| Webster Bank, N. A. | 500 | $190.5K | 0.02% | 00.0% | Unchanged |
| IFP Advisors, Inc | 512 | $195.1K | 0.01% | −24−4.5% | Reduced |
| Symmetry Partners, LLC | 528 | $201.0K | 0.01% | −210−28.5% | Reduced |
| Dynasty Wealth Management, LLC | 542 | $206.5K | 0.01% | +15+2.8% | Added |
| Burney Co | 545 | $207.7K | 0.01% | +545 | New |
| Somerset Trust Co | 546 | $208.0K | 0.09% | +15+2.8% | Added |
| Wetherby Asset Management Inc | 549 | $209.2K | 0.01% | +6+1.1% | Added |
| Edge Capital Group, LLC | 553 | $210.7K | 0.01% | 00.0% | Unchanged |
| Atria Investments LLC | 571 | $217.6K | 0.00% | +571 | New |
| Darwin Advisors, LLC | 573 | $218.4K | 0.11% | +66+13.0% | Added |
| Stevens Capital Management LP | 580 | $221.0K | 0.07% | +580 | New |
| Ascent Group, LLC | 586 | $223.3K | 0.02% | −49−7.7% | Reduced |
| NEOS Investment Management LLC | 605 | $230.5K | 0.01% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 608 | $231.7K | 0.05% | +608 | New |
| Wedmont Private Capital | 609 | $232.4K | 0.01% | −5−0.8% | Reduced |
| Parallel Advisors, LLC | 611 | $232.8K | 0.01% | +99+19.3% | Added |
| Lido Advisors, LLC | 611 | $233.0K | 0.00% | −443−42.0% | Reduced |
| Coldstream Capital Management Inc | 625 | $238.1K | 0.01% | +85+15.7% | Added |
| Nomura Holdings Inc | 627 | $238.9K | 0.00% | +627 | New |
| Smithfield Trust Co | 630 | $240.0K | 0.01% | 00.0% | Unchanged |
| Profund Advisors LLC | 631 | $240.4K | 0.01% | −13−2.0% | Reduced |
| Lifeworks Advisors, LLC | 631 | $240.5K | 0.07% | +631 | New |
| Horizon Investments, LLC | 636 | $242.3K | 0.01% | +6+1.0% | Added |
| Quent Capital, LLC | 637 | $242.8K | 0.03% | +1+0.2% | Added |
| Texas Yale Capital Corp. | 650 | $247.7K | 0.01% | 00.0% | Unchanged |
| AlphaCentric Advisors LLC | 659 | $251.1K | 0.18% | +14+2.2% | Added |
| Red Door Wealth Management, LLC | 669 | $254.9K | 0.04% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 671 | $255.6K | 0.02% | +671 | New |
| Leonteq Securities AG | 672 | $256.0K | 0.04% | +160+31.3% | Added |
| HFG Advisors, Inc. | 675 | $257.2K | 0.24% | −150−18.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 680 | $259.1K | 0.00% | −108−13.7% | Reduced |
| iA Global Asset Management Inc. | 682 | $260.0K | 0.00% | +18+2.7% | Added |
| GAMMA Investing LLC | 689 | $262.5K | 0.04% | +251+57.3% | Added |
| Moors & Cabot, Inc. | 695 | $264.8K | 0.01% | −300−30.2% | Reduced |
| Credit Capital Investments LLC | 700 | $266.7K | 0.33% | −50−6.7% | Reduced |
| Hyman Charles D | 700 | $267.0K | 0.01% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 708 | $270.1K | 0.05% | +708 | New |
| V-Square Quantitative Management LLC | 709 | $270.1K | 0.04% | −22−3.0% | Reduced |
| Peloton Wealth Strategists | 715 | $272.0K | 0.11% | +715 | New |
| DoubleLine ETF Adviser LP | 716 | $272.8K | 0.07% | −29−3.9% | Reduced |
| American Trust | 720 | $274.3K | 0.02% | −575−44.4% | Reduced |
| Ancora Advisors, LLC | 725 | $276.2K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 727 | $278.0K | 0.00% | −194−21.1% | Reduced |
| Lake Street Financial LLC | 734 | $279.7K | 0.04% | −2,992−80.3% | Reduced |
| Relative Value Partners Group, LLC | 734 | $279.7K | 0.04% | +734 | New |
| Ramirez Asset Management, Inc. | 740 | $282.0K | 0.06% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 745 | $284.0K | 0.01% | +33+4.6% | Added |
| Clare Market Investments LLC | 750 | $285.8K | 0.08% | −50−6.3% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 754 | $287.4K | 0.00% | +103+15.8% | Added |
| Paradigm Financial Partners, LLC | 770 | $293.5K | 0.04% | +770 | New |
| Lester Murray Antman dba SimplyRich | 788 | $300.0K | 0.09% | +788 | New |
| Inceptionr LLC | 829 | $315.9K | 0.09% | −1,664−66.7% | Reduced |
| Abacus Planning Group, Inc. | 832 | $317.0K | 0.06% | +832 | New |
| United Capital Financial Advisers, LLC | 835 | $318.2K | 0.00% | −25−2.9% | Reduced |
| Teacher Retirement System of Texas | 846 | $322.0K | 0.00% | −10,617−92.6% | Reduced |
| MML Investors Services, LLC | 846 | $322.0K | 0.00% | −3,558−80.8% | Reduced |
| Klingenstein Fields & Co LP | 850 | $323.9K | 0.01% | 00.0% | Unchanged |
| Clarius Group, LLC | 853 | $325.0K | 0.02% | −17−2.0% | Reduced |
| Arkadios Wealth Advisors | 856 | $326.2K | 0.02% | +296+52.9% | Added |
| GTS Securities LLC | 858 | $326.9K | 0.01% | +858 | New |
| Blueshift Asset Management, LLC | 861 | $328.1K | 0.11% | +861 | New |
| Asahi Life Asset Management Co., Ltd. | 870 | $331.5K | 0.23% | +870 | New |
| Raymond James Trust N.A. | 898 | $342.2K | 0.01% | −9−1.0% | Reduced |
| Westwood Holdings Group Inc. | 901 | $343.3K | 0.00% | 00.0% | Unchanged |
| Alps Advisors Inc | 909 | $346.3K | 0.00% | −6−0.7% | Reduced |
| Forum Financial Management, LP | 910 | $346.7K | 0.01% | +1+0.1% | Added |
| Vestcor Inc | 911 | $347.0K | 0.01% | 00.0% | Unchanged |
| Ieq Capital, LLC | 913 | $347.8K | 0.00% | +30+3.4% | Added |
| Integrated Wealth Concepts LLC | 937 | $357.2K | 0.00% | +238+34.0% | Added |