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 |
|---|---|---|---|---|---|
| Atlas Capital Advisors LLC | 942 | $358.9K | 0.05% | −118−11.1% | Reduced |
| Keybank National Association | 943 | $359.3K | 0.00% | −35−3.6% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 992 | $378.0K | 0.02% | +27+2.8% | Added |
| Cutter & CO Brokerage, Inc. | 1,001 | $381.3K | 0.09% | +49+5.1% | Added |
| Fifth Third Bancorp | 1,001 | $381.4K | 0.00% | +77+8.3% | Added |
| Chesapeake Asset Management LLC | 1,004 | $382.5K | 0.37% | 00.0% | Unchanged |
| We Are One Seven, LLC | 1,004 | $382.5K | 0.02% | +50+5.2% | Added |
| Personal Cfo Solutions, LLC | 1,017 | $387.3K | 0.06% | −76−7.0% | Reduced |
| Pitcairn Co | 1,017 | $387.5K | 0.02% | +44+4.5% | Added |
| D.A. Davidson & Co. | 1,031 | $393.1K | 0.00% | −219−17.5% | Reduced |
| MAI Capital Management | 1,037 | $395.0K | 0.00% | −23−2.2% | Reduced |
| Wellington Shields & Co., LLC | 1,100 | $419.1K | 0.14% | 00.0% | Unchanged |
| Teza Capital Management LLC | 1,165 | $443.9K | 0.05% | +1,165 | New |
| Truist Financial Corp | 1,166 | $444.2K | 0.00% | +1+0.1% | Added |
| Checchi Capital Advisers, LLC | 1,169 | $445.4K | 0.04% | +19+1.7% | Added |
| Walleye Capital LLC | 1,194 | $454.9K | 0.00% | +337+39.3% | Added |
| Cozad Asset Management Inc | 1,205 | $459.1K | 0.05% | −10−0.8% | Reduced |
| Tokio Marine Asset Management Co Ltd | 1,214 | $462.6K | 0.02% | 00.0% | Unchanged |
| ISAM Funds (UK) Ltd | 1,217 | $463.7K | 0.35% | +1,217 | New |
| Principal Securities, Inc. | 1,219 | $464.5K | 0.01% | +48+4.1% | Added |
| Sanctuary Advisors, LLC | 1,277 | $465.8K | 0.00% | +1,277 | New |
| Greenleaf Trust | 1,227 | $467.5K | 0.00% | −121−9.0% | Reduced |
| Baird Financial Group, Inc. | 1,230 | $468.7K | 0.00% | −32−2.5% | Reduced |
| Stephens Inc | 1,235 | $470.6K | 0.01% | +57+4.8% | Added |
| Csenge Advisory Group | 1,239 | $472.1K | 0.03% | +27+2.2% | Added |
| Center For Asset Management LLC | 1,243 | $473.7K | 0.31% | +43+3.6% | Added |
| Huntington National Bank | 1,249 | $475.9K | 0.00% | +25+2.0% | Added |
| ClearAlpha Technologies LP | 1,270 | $483.9K | 0.19% | −784−38.2% | Reduced |
| Axq Capital, LP | 1,286 | $490.0K | 0.11% | −1,514−54.1% | Reduced |
| Heron Bay Capital Management | 1,291 | $491.9K | 0.10% | +1,291 | New |
| Ossiam | 1,293 | $492.7K | 0.01% | −1,247−49.1% | Reduced |
| Mather Group, LLC. | 1,240 | $493.0K | 0.01% | −232−15.8% | Reduced |
| Erste Asset Management GmbH | 1,300 | $494.6K | 0.01% | 00.0% | Unchanged |
| New Wave Wealth Advisors LLC | 1,299 | $494.9K | 0.27% | +1,299 | New |
| Investment Management Corp of Ontario | 1,302 | $496.1K | 0.01% | −5,378−80.5% | Reduced |
| E&G Advisors, LP | 1,315 | $500.2K | 0.15% | −30−2.2% | Reduced |
| Avantax Advisory Services, Inc. | 1,314 | $500.6K | 0.00% | +611+86.9% | Added |
| Capstone Investment Advisors, LLC | 1,320 | $502.9K | 0.01% | −1,435−52.1% | Reduced |
| Rowland & Co Investment Counsel | 1,345 | $512.5K | 0.11% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 1,369 | $521.6K | 0.02% | −15−1.1% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 1,402 | $534.2K | 0.04% | −30−2.1% | Reduced |
| Legacy Wealth Asset Management, LLC | 1,410 | $537.2K | 0.15% | +13+0.9% | Added |
| First Hawaiian Bank | 1,420 | $541.0K | 0.02% | −3−0.2% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 1,435 | $546.4K | 0.01% | −15−1.0% | Reduced |
| Trail Ridge Investment Advisors, LLC | 1,446 | $551.0K | 0.28% | +374+34.9% | Added |
| Aull & Monroe Investment Management Corp | 1,500 | $571.5K | 0.28% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 1,502 | $572.4K | 0.00% | +138+10.1% | Added |
| MeadowBrook Investment Advisors LLC | 1,503 | $572.7K | 0.54% | +3+0.2% | Added |
| Norinchukin Bank, The | 1,531 | $583.3K | 0.02% | +33+2.2% | Added |
| Argent Trust Co | 1,535 | $584.9K | 0.03% | 00.0% | Unchanged |
| Nebula Research & Development LLC | 1,535 | $584.9K | 0.09% | +246+19.1% | Added |
| Acadian Asset Management LLC | 1,581 | $601.0K | 0.00% | +1,581 | New |
| CSS LLC | 1,600 | $609.6K | 0.04% | +600+60.0% | Added |
| GWM Advisors LLC | 1,609 | $613.1K | 0.00% | +552+52.2% | Added |
| Bank of Stockton | 1,610 | $613.4K | 0.19% | −95−5.6% | Reduced |
| Unison Advisors LLC | 1,648 | $627.9K | 0.08% | +7+0.4% | Added |
| Advisors Asset Management, Inc. | 1,686 | $642.4K | 0.01% | +103+6.5% | Added |
| Chartwell Investment Partners, LLC | 1,729 | $659.0K | 0.02% | −2,011−53.8% | Reduced |
| Bartlett & Co. Wealth Management LLC | 1,747 | $665.6K | 0.01% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 1,765 | $672.5K | 0.48% | +27+1.6% | Added |
| Swiss Life Asset Management Ltd | 1,768 | $673.6K | 0.01% | +909+105.8% | Added |
| Perigon Wealth Management, LLC | 1,775 | $676.3K | 0.02% | +165+10.2% | Added |
| TFB Advisors LLC | 1,790 | $682.0K | 0.22% | +8+0.4% | Added |
| National Bank of Canada | 1,854 | $701.2K | 0.00% | +4+0.2% | Added |
| Capital Insight Partners, LLC | 1,856 | $707.2K | 0.13% | +45+2.5% | Added |
| Mirae Asset Global Investments Co., Ltd. | 1,907 | $725.6K | 0.00% | +1,907 | New |
| Commonwealth Equity Services, LLC | 1,905 | $726.0K | 0.00% | +25+1.3% | Added |
| Vontobel Holding Ltd. | 1,922 | $732.3K | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 1,951 | $743.5K | 0.21% | +243+14.2% | Added |
| Lingohr & Partner Asset Management GmbH | 1,962 | $748.0K | 1.87% | 00.0% | Unchanged |
| Greenwood Capital Associates LLC | 1,982 | $755.2K | 0.10% | +40+2.1% | Added |
| Traynor Capital Management, Inc. | 1,997 | $760.7K | 0.06% | +180+9.9% | Added |
| Dakota Wealth Management | 2,010 | $765.9K | 0.02% | +25+1.3% | Added |
| Neuberger Berman Group LLC | 2,011 | $766.2K | 0.00% | +44+2.2% | Added |
| Daymark Wealth Partners, LLC | 2,050 | $781.1K | 0.04% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 2,059 | $784.5K | 0.01% | +2,059 | New |
| Oversea-Chinese Banking CORP Ltd | 2,087 | $795.2K | 0.02% | +252+13.7% | Added |
| Transatlantique Private Wealth LLC | 2,110 | $798.7K | 0.33% | +50+2.4% | Added |
| Wexford Capital LP | 2,100 | $800.1K | 0.20% | +600+40.0% | Added |
| Synovus Financial Corp | 2,108 | $803.2K | 0.01% | +24+1.2% | Added |
| Level Four Advisory Services, LLC | 2,113 | $805.1K | 0.04% | +2,113 | New |
| Brinker Capital Investments, LLC | 2,176 | $829.2K | 0.01% | +61+2.9% | Added |
| Orion Portfolio Solutions, LLC | 2,176 | $829.2K | 0.01% | +61+2.9% | Added |
| New Mexico Educational Retirement Board | 2,200 | $838.0K | 0.03% | 00.0% | Unchanged |
| Qsemble Capital Management, LP | 2,226 | $848.2K | 0.16% | +561+33.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 2,238 | $853.0K | 0.00% | −552−19.8% | Reduced |
| Citadel Investment Advisory, Inc. | 2,252 | $858.0K | 0.49% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 2,286 | $870.9K | 0.00% | −2,486−52.1% | Reduced |
| Quantbot Technologies LP | 2,291 | $872.9K | 0.04% | +2,291 | New |
| True Wealth Design, LLC | 2,303 | $877.5K | 0.22% | +7+0.3% | Added |
| PAX Financial Group, LLC | 2,322 | $884.9K | 0.17% | −131−5.3% | Reduced |
| Crossmark Global Holdings, Inc. | 2,354 | $897.0K | 0.02% | −202−7.9% | Reduced |
| Commerce Bank | 2,363 | $900.3K | 0.01% | +680+40.4% | Added |
| CIBC Private Wealth Group, LLC | 2,418 | $902.0K | 0.00% | −2−0.1% | Reduced |
| Kestra Private Wealth Services, LLC | 2,373 | $904.1K | 0.02% | −5,640−70.4% | Reduced |
| Avidian Wealth Solutions, LLC | 2,374 | $904.5K | 0.04% | +5+0.2% | Added |
| Tower Research Capital LLC (TRC) | 2,382 | $907.6K | 0.02% | +1,211+103.4% | Added |
| National Asset Management, Inc. | 2,418 | $921.2K | 0.02% | +2,418 | New |
| Two Sigma Securities, LLC | 2,421 | $922.4K | 0.04% | +2,421 | New |
| Gotham Asset Management, LLC | 2,443 | $930.8K | 0.01% | +141+6.1% | Added |