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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
MBB Public Markets I LLC3,373$1.29M0.03%+3,373New
Mizuho Securities USA LLC3,360$1.28M0.03%+3,360New
Maryland State Retirement & Pension System3,286$1.25M0.02%00.0%Unchanged
Kentucky Retirement Systems3,275$1.25M0.04%−21−0.6%Reduced
Veriti Management LLC3,209$1.22M0.08%+233+7.8%Added
Achmea Investment Management B.V.3,204$1.22M0.02%+487+17.9%Added
Savant Capital, LLC3,196$1.22M0.01%−1,816−36.2%Reduced
Strategic Investment Advisors3,188$1.21M0.15%+23+0.7%Added
Icon Advisers Inc3,200$1.21M0.27%00.0%Unchanged
Handelsbanken Fonder AB3,084$1.18M0.01%−4,458−59.1%Reduced
JustInvest LLC2,980$1.11M0.02%+864+40.8%Added
CBOE Vest Financial, LLC2,910$1.11M0.03%+764+35.6%Added
Polianta Ltd2,900$1.10M0.56%00.0%Unchanged
Westpac Banking Corp2,877$1.10M0.09%−1,847−39.1%Reduced
Perpetual Ltd2,877$1.10M0.01%−1,847−39.1%Reduced
Squarepoint Ops LLC2,873$1.09M0.00%−58,076−95.3%Reduced
BayBridge Capital Group, LLC2,842$1.08M0.85%+81+2.9%Added
WealthTrust Asset Management, LLC2,770$1.06M0.77%+45+1.7%Added
Flputnam Investment Management Co2,770$1.06M0.02%+2,770New
Everence Capital Management Inc2,840$1.04M0.07%00.0%Unchanged
Captrust Financial Advisors2,687$1.02M0.00%−5,237−66.1%Reduced
BNP Paribas2,670$1.02M0.05%00.0%Unchanged
Dana Investment Advisors, Inc.2,629$1.00M0.03%−100−3.7%Reduced
NorthCrest Asset Manangement, LLC2,608$993.7K0.03%−8−0.3%Reduced
Chesley Taft & Associates LLC2,592$987.6K0.05%−45−1.7%Reduced
O'Shaughnessy Asset Management, LLC2,581$983.4K0.01%+228+9.7%Added
Creative Planning2,536$966.4K0.00%+1,091+75.5%Added
Louisiana State Employees Retirement System2,500$952.5K0.02%00.0%Unchanged
Securian Asset Management, Inc2,486$947.2K0.03%00.0%Unchanged
Verition Fund Management LLC2,476$943.4K0.01%−1,513−37.9%Reduced
Empowered Funds, LLC2,464$938.8K0.02%+266+12.1%Added
Gotham Asset Management, LLC2,443$930.8K0.01%+141+6.1%Added
Two Sigma Securities, LLC2,421$922.4K0.04%+2,421New
National Asset Management, Inc.2,418$921.2K0.02%+2,418New
Tower Research Capital LLC (TRC)2,382$907.6K0.02%+1,211+103.4%Added
Avidian Wealth Solutions, LLC2,374$904.5K0.04%+5+0.2%Added
Kestra Private Wealth Services, LLC2,373$904.1K0.02%−5,640−70.4%Reduced
CIBC Private Wealth Group, LLC2,418$902.0K0.00%−2−0.1%Reduced
Commerce Bank2,363$900.3K0.01%+680+40.4%Added
Crossmark Global Holdings, Inc.2,354$897.0K0.02%−202−7.9%Reduced
PAX Financial Group, LLC2,322$884.9K0.17%−131−5.3%Reduced
True Wealth Design, LLC2,303$877.5K0.22%+7+0.3%Added
Quantbot Technologies LP2,291$872.9K0.04%+2,291New
Wealth Enhancement Advisory Services, LLC2,286$870.9K0.00%−2,486−52.1%Reduced
Citadel Investment Advisory, Inc.2,252$858.0K0.49%00.0%Unchanged
Cambridge Investment Research Advisors, Inc.2,238$853.0K0.00%−552−19.8%Reduced
Qsemble Capital Management, LP2,226$848.2K0.16%+561+33.7%Added
New Mexico Educational Retirement Board2,200$838.0K0.03%00.0%Unchanged
Brinker Capital Investments, LLC2,176$829.2K0.01%+61+2.9%Added
Orion Portfolio Solutions, LLC2,176$829.2K0.01%+61+2.9%Added
Level Four Advisory Services, LLC2,113$805.1K0.04%+2,113New
Synovus Financial Corp2,108$803.2K0.01%+24+1.2%Added
Wexford Capital LP2,100$800.1K0.20%+600+40.0%Added
Transatlantique Private Wealth LLC2,110$798.7K0.33%+50+2.4%Added
Oversea-Chinese Banking CORP Ltd2,087$795.2K0.02%+252+13.7%Added
HB Wealth Management, LLC2,059$784.5K0.01%+2,059New
Daymark Wealth Partners, LLC2,050$781.1K0.04%00.0%Unchanged
Neuberger Berman Group LLC2,011$766.2K0.00%+44+2.2%Added
Dakota Wealth Management2,010$765.9K0.02%+25+1.3%Added
Traynor Capital Management, Inc.1,997$760.7K0.06%+180+9.9%Added
Greenwood Capital Associates LLC1,982$755.2K0.10%+40+2.1%Added
Lingohr & Partner Asset Management GmbH1,962$748.0K1.87%00.0%Unchanged
Elevated Capital Advisors, LLC1,951$743.5K0.21%+243+14.2%Added
Vontobel Holding Ltd.1,922$732.3K0.00%00.0%Unchanged
Commonwealth Equity Services, LLC1,905$726.0K0.00%+25+1.3%Added
Mirae Asset Global Investments Co., Ltd.1,907$725.6K0.00%+1,907New
Capital Insight Partners, LLC1,856$707.2K0.13%+45+2.5%Added
National Bank of Canada1,854$701.2K0.00%+4+0.2%Added
TFB Advisors LLC1,790$682.0K0.22%+8+0.4%Added
Perigon Wealth Management, LLC1,775$676.3K0.02%+165+10.2%Added
Swiss Life Asset Management Ltd1,768$673.6K0.01%+909+105.8%Added
Legend Financial Advisors, Inc.1,765$672.5K0.48%+27+1.6%Added
Bartlett & Co. Wealth Management LLC1,747$665.6K0.01%00.0%Unchanged
Chartwell Investment Partners, LLC1,729$659.0K0.02%−2,011−53.8%Reduced
Advisors Asset Management, Inc.1,686$642.4K0.01%+103+6.5%Added
Unison Advisors LLC1,648$627.9K0.08%+7+0.4%Added
Bank of Stockton1,610$613.4K0.19%−95−5.6%Reduced
GWM Advisors LLC1,609$613.1K0.00%+552+52.2%Added
CSS LLC1,600$609.6K0.04%+600+60.0%Added
Acadian Asset Management LLC1,581$601.0K0.00%+1,581New
Nebula Research & Development LLC1,535$584.9K0.09%+246+19.1%Added
Argent Trust Co1,535$584.9K0.03%00.0%Unchanged
Norinchukin Bank, The1,531$583.3K0.02%+33+2.2%Added
MeadowBrook Investment Advisors LLC1,503$572.7K0.54%+3+0.2%Added
Cresset Asset Management, LLC1,502$572.4K0.00%+138+10.1%Added
Aull & Monroe Investment Management Corp1,500$571.5K0.28%00.0%Unchanged
Trail Ridge Investment Advisors, LLC1,446$551.0K0.28%+374+34.9%Added
Banco Bilbao Vizcaya Argentaria, S.A.1,435$546.4K0.01%−15−1.0%Reduced
First Hawaiian Bank1,420$541.0K0.02%−3−0.2%Reduced
Legacy Wealth Asset Management, LLC1,410$537.2K0.15%+13+0.9%Added
Kentucky Retirement Systems Insurance Trust Fund1,402$534.2K0.04%−30−2.1%Reduced
Metis Global Partners, LLC1,369$521.6K0.02%−15−1.1%Reduced
Rowland & Co Investment Counsel1,345$512.5K0.11%00.0%Unchanged
Capstone Investment Advisors, LLC1,320$502.9K0.01%−1,435−52.1%Reduced
Avantax Advisory Services, Inc.1,314$500.6K0.00%+611+86.9%Added
E&G Advisors, LP1,315$500.2K0.15%−30−2.2%Reduced
Investment Management Corp of Ontario1,302$496.1K0.01%−5,378−80.5%Reduced
New Wave Wealth Advisors LLC1,299$494.9K0.27%+1,299New
Erste Asset Management GmbH1,300$494.6K0.01%00.0%Unchanged
Mather Group, LLC.1,240$493.0K0.01%−232−15.8%Reduced