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 |
|---|---|---|---|---|---|
| PEAK6 Investments LLC | 499 | $190.1K | 0.01% | −1,683−77.1% | Reduced |
| Central Trust Co | 491 | $187.1K | 0.00% | −112−18.6% | Reduced |
| Ameritas Investment Partners, Inc. | 482 | $183.7K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 477 | $182.0K | 0.12% | +317+198.1% | Added |
| Grove Bank & Trust | 427 | $162.7K | 0.03% | −6−1.4% | Reduced |
| TD Waterhouse Canada Inc. | 409 | $155.3K | 0.00% | −507−55.3% | Reduced |
| Hantz Financial Services, Inc. | 407 | $155.0K | 0.00% | −3−0.7% | Reduced |
| Van Eck Associates Corp | 397 | $151.0K | 0.00% | +397 | New |
| Proequities, Inc. | 356 | $135.6K | 0.01% | −60−14.4% | Reduced |
| Signaturefd, LLC | 354 | $134.9K | 0.00% | +84+31.1% | Added |
| Edmond de Rothschild Holding S.A. | 345 | $131.5K | 0.00% | +345 | New |
| Stephenson National Bank & Trust | 342 | $130.3K | 0.04% | +3+0.9% | Added |
| Steward Partners Investment Advisory, LLC | 337 | $128.4K | 0.00% | +126+59.7% | Added |
| Quadrant Capital Group LLC | 276 | $105.2K | 0.01% | −18−6.1% | Reduced |
| EverSource Wealth Advisors, LLC | 252 | $99.0K | 0.01% | +10+4.1% | Added |
| Asset Dedication, LLC | 250 | $95.3K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 246 | $93.7K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 239 | $91.1K | 0.02% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 237 | $90.3K | 0.00% | −103−30.3% | Reduced |
| Headlands Technologies LLC | 236 | $89.9K | 0.01% | +236 | New |
| Ci Investments Inc. | 228 | $87.0K | 0.00% | −329−59.1% | Reduced |
| Farther Finance Advisors, LLC | 220 | $83.3K | 0.00% | −3−1.3% | Reduced |
| Loomis Sayles & Co L P | 215 | $82.0K | 0.00% | +2+0.9% | Added |
| SRS Capital Advisors, Inc. | 201 | $76.6K | 0.01% | +201 | New |
| First Financial Corp | 200 | $76.2K | 0.04% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 198 | $75.4K | 0.04% | +59+42.4% | Added |
| Sentry Investment Management LLC | 188 | $72.0K | 0.03% | −38−16.8% | Reduced |
| Global Retirement Partners, LLC | 188 | $71.6K | 0.00% | +12+6.8% | Added |
| Ronald Blue Trust, Inc. | 162 | $64.4K | 0.00% | +78+92.9% | Added |
| Key Financial Inc | 159 | $60.6K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 156 | $59.0K | 0.00% | +3+2.0% | Added |
| Whittier Trust Co of Nevada Inc | 153 | $58.3K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 149 | $56.8K | 0.01% | −581−79.6% | Reduced |
| Parkside Financial Bank & Trust | 135 | $51.4K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 135 | $51.4K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 130 | $49.5K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 129 | $49.2K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 128 | $49.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 119 | $45.3K | 0.00% | +48+67.6% | Added |
| Massmutual Trust Co FSB | 115 | $43.8K | 0.00% | +31+36.9% | Added |
| Montag A & Associates Inc | 110 | $41.9K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 110 | $41.9K | 0.01% | +34+44.7% | Added |
| Thompson Investment Management, Inc. | 104 | $39.6K | 0.01% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 103 | $39.2K | 0.01% | +103 | New |
| Benjamin F. Edwards & Company, Inc. | 100 | $38.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 94 | $35.8K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 91 | $34.7K | 0.00% | +9+11.0% | Added |
| Private Trust Co NA | 87 | $33.1K | 0.00% | −2−2.2% | Reduced |
| Clearstead Advisors, LLC | 87 | $33.1K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 86 | $32.8K | 0.00% | +74+616.7% | Added |
| Cromwell Holdings LLC | 82 | $31.2K | 0.02% | +82 | New |
| Heritage Wealth Advisors | 80 | $30.5K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 80 | $30.5K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 75 | $28.9K | 0.00% | +6+8.7% | Added |
| American National Bank | 70 | $26.7K | 0.00% | +70 | New |
| Moisand Fitzgerald Tamayo, LLC | 64 | $24.4K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 64 | $24.4K | 0.00% | +11+20.8% | Added |
| NVWM, LLC | 63 | $24.0K | 0.01% | +6+10.5% | Added |
| Caldwell Trust Co | 62 | $23.6K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 59 | $22.5K | 0.00% | +59 | New |
| Piscataqua Savings Bank | 56 | $21.3K | 0.02% | 00.0% | Unchanged |
| Riverview Trust Co | 55 | $21.0K | 0.02% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 55 | $21.0K | 0.02% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 50 | $19.1K | 0.00% | −35−41.2% | Reduced |
| Zions Bancorporation, N.A. | 46 | $17.5K | 0.00% | −16−25.8% | Reduced |
| Harbour Investments, Inc. | 46 | $17.5K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 44 | $16.8K | 0.00% | +8+22.2% | Added |
| Barrett & Company, Inc. | 40 | $15.2K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 37 | $14.1K | 0.00% | +27+270.0% | Added |
| Chelsea Counsel Co | 35 | $13.3K | 0.01% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 35 | $13.3K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 33 | $12.6K | 0.01% | +24+266.7% | Added |
| Family Firm, Inc. | 32 | $12.3K | 0.00% | +32 | New |
| MV Capital Management, Inc. | 32 | $12.2K | 0.00% | +6+23.1% | Added |
| Institutional & Family Asset Management, LLC | 32 | $12.2K | 0.00% | +6+23.1% | Added |
| Caitlin John, LLC | 32 | $12.1K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 31 | $11.8K | 0.00% | +1+3.3% | Added |
| Ransom Advisory, Ltd | 30 | $11.4K | 0.01% | +30 | New |
| GW&K Investment Management, LLC | 28 | $11.0K | 0.00% | +6+27.3% | Added |
| WealthCollab, LLC | 28 | $10.7K | 0.01% | +19+211.1% | Added |
| Farmers & Merchants Investments Inc | 27 | $10.3K | 0.00% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 27 | $10.3K | 0.01% | +27 | New |
| Bruce G. Allen Investments, LLC | 26 | $9.91K | 0.01% | +12+85.7% | Added |
| JFS Wealth Advisors, LLC | 25 | $9.53K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 22 | $8.38K | 0.01% | +22 | New |
| Tyler-Stone Wealth Management | 19 | $7.24K | 0.00% | +19 | New |
| Smartleaf Asset Management LLC | 19 | $7.23K | 0.00% | −13−40.6% | Reduced |
| Manchester Capital Management LLC | 18 | $6.86K | 0.00% | +1+5.9% | Added |
| Sachetta, LLC | 15 | $5.84K | 0.00% | +2+15.4% | Added |
| Crewe Advisors LLC | 14 | $5.33K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 12 | $5.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 12 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 13 | $4.95K | 0.00% | +6+85.7% | Added |
| Fortitude Family Office, LLC | 13 | $4.95K | 0.00% | −13−50.0% | Reduced |
| Raffa Wealth Management, LLC | 13 | $4.95K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 13 | $4.95K | 0.01% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 13 | $4.95K | 0.00% | +13 | New |
| Vermillion & White Wealth Management Group, LLC | 13 | $4.95K | 0.00% | +13 | New |
| Wetzel Investment Advisors, Inc. | 12 | $4.77K | 0.00% | −24−66.7% | Reduced |
| Prestige Wealth Management Group LLC | 12 | $4.57K | 0.00% | −1−7.7% | Reduced |