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 |
|---|---|---|---|---|---|
| Ossiam | 1,293 | $492.7K | 0.01% | −1,247−49.1% | Reduced |
| Heron Bay Capital Management | 1,291 | $491.9K | 0.10% | +1,291 | New |
| Axq Capital, LP | 1,286 | $490.0K | 0.11% | −1,514−54.1% | Reduced |
| ClearAlpha Technologies LP | 1,270 | $483.9K | 0.19% | −784−38.2% | Reduced |
| Huntington National Bank | 1,249 | $475.9K | 0.00% | +25+2.0% | Added |
| Center For Asset Management LLC | 1,243 | $473.7K | 0.31% | +43+3.6% | Added |
| Csenge Advisory Group | 1,239 | $472.1K | 0.03% | +27+2.2% | Added |
| Stephens Inc | 1,235 | $470.6K | 0.01% | +57+4.8% | Added |
| Baird Financial Group, Inc. | 1,230 | $468.7K | 0.00% | −32−2.5% | Reduced |
| Greenleaf Trust | 1,227 | $467.5K | 0.00% | −121−9.0% | Reduced |
| Sanctuary Advisors, LLC | 1,277 | $465.8K | 0.00% | +1,277 | New |
| Principal Securities, Inc. | 1,219 | $464.5K | 0.01% | +48+4.1% | Added |
| ISAM Funds (UK) Ltd | 1,217 | $463.7K | 0.35% | +1,217 | New |
| Tokio Marine Asset Management Co Ltd | 1,214 | $462.6K | 0.02% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 1,205 | $459.1K | 0.05% | −10−0.8% | Reduced |
| Walleye Capital LLC | 1,194 | $454.9K | 0.00% | +337+39.3% | Added |
| Checchi Capital Advisers, LLC | 1,169 | $445.4K | 0.04% | +19+1.7% | Added |
| Truist Financial Corp | 1,166 | $444.2K | 0.00% | +1+0.1% | Added |
| Teza Capital Management LLC | 1,165 | $443.9K | 0.05% | +1,165 | New |
| Wellington Shields & Co., LLC | 1,100 | $419.1K | 0.14% | 00.0% | Unchanged |
| MAI Capital Management | 1,037 | $395.0K | 0.00% | −23−2.2% | Reduced |
| D.A. Davidson & Co. | 1,031 | $393.1K | 0.00% | −219−17.5% | Reduced |
| Pitcairn Co | 1,017 | $387.5K | 0.02% | +44+4.5% | Added |
| Personal Cfo Solutions, LLC | 1,017 | $387.3K | 0.06% | −76−7.0% | Reduced |
| 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 |
| Fifth Third Bancorp | 1,001 | $381.4K | 0.00% | +77+8.3% | Added |
| Cutter & CO Brokerage, Inc. | 1,001 | $381.3K | 0.09% | +49+5.1% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 992 | $378.0K | 0.02% | +27+2.8% | Added |
| Keybank National Association | 943 | $359.3K | 0.00% | −35−3.6% | Reduced |
| Atlas Capital Advisors LLC | 942 | $358.9K | 0.05% | −118−11.1% | Reduced |
| Integrated Wealth Concepts LLC | 937 | $357.2K | 0.00% | +238+34.0% | Added |
| Ieq Capital, LLC | 913 | $347.8K | 0.00% | +30+3.4% | Added |
| Vestcor Inc | 911 | $347.0K | 0.01% | 00.0% | Unchanged |
| Forum Financial Management, LP | 910 | $346.7K | 0.01% | +1+0.1% | Added |
| Alps Advisors Inc | 909 | $346.3K | 0.00% | −6−0.7% | Reduced |
| Westwood Holdings Group Inc. | 901 | $343.3K | 0.00% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 898 | $342.2K | 0.01% | −9−1.0% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 870 | $331.5K | 0.23% | +870 | New |
| Blueshift Asset Management, LLC | 861 | $328.1K | 0.11% | +861 | New |
| GTS Securities LLC | 858 | $326.9K | 0.01% | +858 | New |
| Arkadios Wealth Advisors | 856 | $326.2K | 0.02% | +296+52.9% | Added |
| Clarius Group, LLC | 853 | $325.0K | 0.02% | −17−2.0% | Reduced |
| Klingenstein Fields & Co LP | 850 | $323.9K | 0.01% | 00.0% | Unchanged |
| 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 |
| United Capital Financial Advisers, LLC | 835 | $318.2K | 0.00% | −25−2.9% | Reduced |
| Abacus Planning Group, Inc. | 832 | $317.0K | 0.06% | +832 | New |
| Inceptionr LLC | 829 | $315.9K | 0.09% | −1,664−66.7% | Reduced |
| Lester Murray Antman dba SimplyRich | 788 | $300.0K | 0.09% | +788 | New |
| Paradigm Financial Partners, LLC | 770 | $293.5K | 0.04% | +770 | New |
| Envestnet Portfolio Solutions, Inc. | 754 | $287.4K | 0.00% | +103+15.8% | Added |
| Clare Market Investments LLC | 750 | $285.8K | 0.08% | −50−6.3% | Reduced |
| Banque Cantonale Vaudoise | 745 | $284.0K | 0.01% | +33+4.6% | Added |
| Ramirez Asset Management, Inc. | 740 | $282.0K | 0.06% | 00.0% | Unchanged |
| 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 |
| Bessemer Group Inc | 727 | $278.0K | 0.00% | −194−21.1% | Reduced |
| Ancora Advisors, LLC | 725 | $276.2K | 0.01% | 00.0% | Unchanged |
| American Trust | 720 | $274.3K | 0.02% | −575−44.4% | Reduced |
| DoubleLine ETF Adviser LP | 716 | $272.8K | 0.07% | −29−3.9% | Reduced |
| Peloton Wealth Strategists | 715 | $272.0K | 0.11% | +715 | New |
| V-Square Quantitative Management LLC | 709 | $270.1K | 0.04% | −22−3.0% | Reduced |
| Paragon Capital Management Ltd | 708 | $270.1K | 0.05% | +708 | New |
| Hyman Charles D | 700 | $267.0K | 0.01% | 00.0% | Unchanged |
| Credit Capital Investments LLC | 700 | $266.7K | 0.33% | −50−6.7% | Reduced |
| Moors & Cabot, Inc. | 695 | $264.8K | 0.01% | −300−30.2% | Reduced |
| GAMMA Investing LLC | 689 | $262.5K | 0.04% | +251+57.3% | Added |
| iA Global Asset Management Inc. | 682 | $260.0K | 0.00% | +18+2.7% | Added |
| Northwestern Mutual Wealth Management Co | 680 | $259.1K | 0.00% | −108−13.7% | Reduced |
| HFG Advisors, Inc. | 675 | $257.2K | 0.24% | −150−18.2% | Reduced |
| Leonteq Securities AG | 672 | $256.0K | 0.04% | +160+31.3% | Added |
| Flagship Harbor Advisors, LLC | 671 | $255.6K | 0.02% | +671 | New |
| Red Door Wealth Management, LLC | 669 | $254.9K | 0.04% | 00.0% | Unchanged |
| AlphaCentric Advisors LLC | 659 | $251.1K | 0.18% | +14+2.2% | Added |
| Texas Yale Capital Corp. | 650 | $247.7K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 637 | $242.8K | 0.03% | +1+0.2% | Added |
| Horizon Investments, LLC | 636 | $242.3K | 0.01% | +6+1.0% | Added |
| Lifeworks Advisors, LLC | 631 | $240.5K | 0.07% | +631 | New |
| Profund Advisors LLC | 631 | $240.4K | 0.01% | −13−2.0% | Reduced |
| Smithfield Trust Co | 630 | $240.0K | 0.01% | 00.0% | Unchanged |
| Nomura Holdings Inc | 627 | $238.9K | 0.00% | +627 | New |
| Coldstream Capital Management Inc | 625 | $238.1K | 0.01% | +85+15.7% | Added |
| Lido Advisors, LLC | 611 | $233.0K | 0.00% | −443−42.0% | Reduced |
| Parallel Advisors, LLC | 611 | $232.8K | 0.01% | +99+19.3% | Added |
| Wedmont Private Capital | 609 | $232.4K | 0.01% | −5−0.8% | Reduced |
| Aigen Investment Management, LP | 608 | $231.7K | 0.05% | +608 | New |
| NEOS Investment Management LLC | 605 | $230.5K | 0.01% | 00.0% | Unchanged |
| Ascent Group, LLC | 586 | $223.3K | 0.02% | −49−7.7% | Reduced |
| Stevens Capital Management LP | 580 | $221.0K | 0.07% | +580 | New |
| Darwin Advisors, LLC | 573 | $218.4K | 0.11% | +66+13.0% | Added |
| Atria Investments LLC | 571 | $217.6K | 0.00% | +571 | New |
| Edge Capital Group, LLC | 553 | $210.7K | 0.01% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 549 | $209.2K | 0.01% | +6+1.1% | Added |
| Somerset Trust Co | 546 | $208.0K | 0.09% | +15+2.8% | Added |
| Burney Co | 545 | $207.7K | 0.01% | +545 | New |
| Dynasty Wealth Management, LLC | 542 | $206.5K | 0.01% | +15+2.8% | Added |
| Symmetry Partners, LLC | 528 | $201.0K | 0.01% | −210−28.5% | Reduced |
| IFP Advisors, Inc | 512 | $195.1K | 0.01% | −24−4.5% | Reduced |
| Webster Bank, N. A. | 500 | $190.5K | 0.02% | 00.0% | Unchanged |