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 |
|---|---|---|---|---|---|
| Empowered Funds, LLC | 2,464 | $938.8K | 0.02% | +266+12.1% | Added |
| Verition Fund Management LLC | 2,476 | $943.4K | 0.01% | −1,513−37.9% | Reduced |
| Securian Asset Management, Inc | 2,486 | $947.2K | 0.03% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 2,500 | $952.5K | 0.02% | 00.0% | Unchanged |
| Creative Planning | 2,536 | $966.4K | 0.00% | +1,091+75.5% | Added |
| O'Shaughnessy Asset Management, LLC | 2,581 | $983.4K | 0.01% | +228+9.7% | Added |
| Chesley Taft & Associates LLC | 2,592 | $987.6K | 0.05% | −45−1.7% | Reduced |
| NorthCrest Asset Manangement, LLC | 2,608 | $993.7K | 0.03% | −8−0.3% | Reduced |
| Dana Investment Advisors, Inc. | 2,629 | $1.00M | 0.03% | −100−3.7% | Reduced |
| BNP Paribas | 2,670 | $1.02M | 0.05% | 00.0% | Unchanged |
| Captrust Financial Advisors | 2,687 | $1.02M | 0.00% | −5,237−66.1% | Reduced |
| Everence Capital Management Inc | 2,840 | $1.04M | 0.07% | 00.0% | Unchanged |
| WealthTrust Asset Management, LLC | 2,770 | $1.06M | 0.77% | +45+1.7% | Added |
| Flputnam Investment Management Co | 2,770 | $1.06M | 0.02% | +2,770 | New |
| BayBridge Capital Group, LLC | 2,842 | $1.08M | 0.85% | +81+2.9% | Added |
| Squarepoint Ops LLC | 2,873 | $1.09M | 0.00% | −58,076−95.3% | Reduced |
| Westpac Banking Corp | 2,877 | $1.10M | 0.09% | −1,847−39.1% | Reduced |
| Perpetual Ltd | 2,877 | $1.10M | 0.01% | −1,847−39.1% | Reduced |
| Polianta Ltd | 2,900 | $1.10M | 0.56% | 00.0% | Unchanged |
| CBOE Vest Financial, LLC | 2,910 | $1.11M | 0.03% | +764+35.6% | Added |
| JustInvest LLC | 2,980 | $1.11M | 0.02% | +864+40.8% | Added |
| Handelsbanken Fonder AB | 3,084 | $1.18M | 0.01% | −4,458−59.1% | Reduced |
| Icon Advisers Inc | 3,200 | $1.21M | 0.27% | 00.0% | Unchanged |
| Strategic Investment Advisors | 3,188 | $1.21M | 0.15% | +23+0.7% | Added |
| Savant Capital, LLC | 3,196 | $1.22M | 0.01% | −1,816−36.2% | Reduced |
| Achmea Investment Management B.V. | 3,204 | $1.22M | 0.02% | +487+17.9% | Added |
| Veriti Management LLC | 3,209 | $1.22M | 0.08% | +233+7.8% | Added |
| Kentucky Retirement Systems | 3,275 | $1.25M | 0.04% | −21−0.6% | Reduced |
| Maryland State Retirement & Pension System | 3,286 | $1.25M | 0.02% | 00.0% | Unchanged |
| Mizuho Securities USA LLC | 3,360 | $1.28M | 0.03% | +3,360 | New |
| MBB Public Markets I LLC | 3,373 | $1.29M | 0.03% | +3,373 | New |
| M&T Bank Corp | 3,403 | $1.30M | 0.00% | −297−8.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 3,455 | $1.32M | 0.01% | 00.0% | Unchanged |
| FORA Capital, LLC | 3,515 | $1.34M | 0.16% | +3,515 | New |
| Gulf International Bank (UK) Ltd | 3,545 | $1.35M | 0.03% | 00.0% | Unchanged |
| Hartford Investment Management Co | 3,561 | $1.36M | 0.05% | +174+5.1% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 3,594 | $1.37M | 0.03% | 00.0% | Unchanged |
| Uncommon Cents Investing LLC | 3,630 | $1.38M | 0.43% | +191+5.6% | Added |
| Exchange Traded Concepts, LLC | 3,683 | $1.40M | 0.04% | +207+6.0% | Added |
| Oregon Public Employees Retirement Fund | 3,714 | $1.42M | 0.03% | +20+0.5% | Added |
| Pacer Advisors, Inc. | 3,783 | $1.44M | 0.00% | +821+27.7% | Added |
| Whittier Trust Co | 3,787 | $1.44M | 0.02% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 3,814 | $1.46M | 0.00% | −9,377−71.1% | Reduced |
| Candriam Luxembourg S.C.A. | 3,903 | $1.49M | 0.01% | −22,129−85.0% | Reduced |
| Old National Bancorp | 3,977 | $1.52M | 0.04% | −645−14.0% | Reduced |
| Public Employees Retirement Association of Colorado | 4,099 | $1.56M | 0.01% | 00.0% | Unchanged |
| J. Safra Sarasin Holding AG | 4,141 | $1.58M | 0.03% | +4,141 | New |
| Stifel Financial Corp | 4,185 | $1.59M | 0.00% | −2,927−41.2% | Reduced |
| First Manhattan Co | 4,200 | $1.60M | 0.01% | 00.0% | Unchanged |
| Globeflex Capital L P | 4,307 | $1.64M | 0.17% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 4,339 | $1.65M | 0.00% | +4,339 | New |
| Ethic Inc. | 4,371 | $1.67M | 0.04% | +583+15.4% | Added |
| Panagora Asset Management Inc | 4,393 | $1.67M | 0.01% | +672+18.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 4,408 | $1.68M | 0.00% | +2,330+112.1% | Added |
| Ingalls & Snyder LLC | 4,478 | $1.71M | 0.07% | +137+3.2% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 4,484 | $1.71M | 0.02% | +122+2.8% | Added |
| Blair William & Co | 4,551 | $1.73M | 0.01% | +789+21.0% | Added |
| UniSuper Management Pty Ltd | 4,555 | $1.74M | 0.01% | +1,559+52.0% | Added |
| Toroso Investments, LLC | 4,558 | $1.74M | 0.02% | +567+14.2% | Added |
| Lowe Brockenbrough & Co Inc | 4,703 | $1.79M | 0.12% | −154−3.2% | Reduced |
| Daiwa Securities Group Inc. | 4,744 | $1.81M | 0.01% | +519+12.3% | Added |
| Centiva Capital, LP | 4,764 | $1.82M | 0.09% | +4,109+627.3% | Added |
| Delphi Management Inc | 4,773 | $1.82M | 1.48% | +60+1.3% | Added |
| Dynamic Advisor Solutions LLC | 4,803 | $1.83M | 0.06% | +241+5.3% | Added |
| 1832 Asset Management L.P. | 4,906 | $1.87M | 0.00% | −865−15.0% | Reduced |
| Park Avenue Securities LLC | 4,915 | $1.87M | 0.02% | +555+12.7% | Added |
| The PNC Financial Services Group, Inc. | 4,947 | $1.88M | 0.00% | +66+1.4% | Added |
| Diversified Trust Co | 4,984 | $1.90M | 0.05% | +905+22.2% | Added |
| USS Investment Management Ltd | 4,989 | $1.90M | 0.02% | 00.0% | Unchanged |
| RBF Capital, LLC | 5,000 | $1.91M | 0.11% | 00.0% | Unchanged |
| Harbor Advisors LLC | 5,000 | $1.91M | 0.35% | 00.0% | Unchanged |
| Nissay Asset Management Corp | 5,122 | $1.95M | 0.01% | +129+2.6% | Added |
| Trust Co of Toledo NA | 5,246 | $2.00M | 0.29% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 5,251 | $2.00M | 0.10% | −5,186−49.7% | Reduced |
| Cetera Investment Advisers | 5,316 | $2.03M | 0.00% | +437+9.0% | Added |
| ING Groep NV | 5,375 | $2.05M | 0.01% | −97−1.8% | Reduced |
| Great Lakes Advisors, LLC | 5,419 | $2.06M | 0.02% | +2,454+82.8% | Added |
| Wealthfront Advisers LLC | 5,460 | $2.08M | 0.01% | +1,456+36.4% | Added |
| Natixis | 5,468 | $2.08M | 0.01% | −18,024−76.7% | Reduced |
| Janus Henderson Group PLC | 5,605 | $2.13M | 0.00% | −174−3.0% | Reduced |
| Yousif Capital Management, LLC | 5,687 | $2.17M | 0.02% | −190−3.2% | Reduced |
| La Banque Postale Asset Management SA | 5,699 | $2.17M | 0.09% | +2,462+76.1% | Added |
| STRS Ohio | 5,725 | $2.18M | 0.01% | +311+5.7% | Added |
| CIBC Asset Management Inc | 5,849 | $2.23M | 0.01% | +54+0.9% | Added |
| Anchor Capital Advisors LLC | 5,953 | $2.27M | 0.06% | +7+0.1% | Added |
| Robertson Stephens Wealth Management, LLC | 6,084 | $2.32M | 0.12% | −31−0.5% | Reduced |
| Oppenheimer & Co Inc | 6,181 | $2.36M | 0.04% | −175−2.8% | Reduced |
| Forsta Ap-Fonden | 6,200 | $2.36M | 0.02% | −10,900−63.7% | Reduced |
| Seven Eight Capital, LP | 6,227 | $2.37M | 0.25% | +4,041+184.9% | Added |
| Ostrum Asset Management | 6,245 | $2.38M | 0.21% | −485−7.2% | Reduced |
| Bright Futures Wealth Management, LLC. | 6,665 | $2.43M | 1.32% | +368+5.8% | Added |
| SG Americas Securities, LLC | 6,381 | $2.43M | 0.02% | −10,179−61.5% | Reduced |
| New York Life Investment Management LLC | 6,475 | $2.47M | 0.02% | +64+1.0% | Added |
| Kempner Capital Management Inc. | 6,479 | $2.47M | 1.31% | 00.0% | Unchanged |
| Lighthouse Investment Partners, LLC | 6,651 | $2.53M | 0.14% | −3,437−34.1% | Reduced |
| Agf Management Ltd | 6,664 | $2.54M | 0.01% | −4,799−41.9% | Reduced |
| Alamar Capital Management, LLC | 6,709 | $2.56M | 1.55% | +6,709 | New |
| Tredje AP-fonden | 6,747 | $2.57M | 0.02% | −107−1.6% | Reduced |
| Gilman Hill Asset Management, LLC | 6,948 | $2.65M | 0.48% | +406+6.2% | Added |
| Xponance, Inc. | 6,991 | $2.66M | 0.03% | +4+0.1% | Added |