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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.

Q3 2024 vs. Q2 2024

How the institutions holding Everest Group, Ltd. changed between Q2 2024 and Q3 2024.

All holders in Q3 2024All holders in Q2 2024

13F holders of EG: Q2 2024 compared with Q3 2024
MeasureQ2 2024Of which not filed for Q3 2024Q3 2024Change
Holders6319675+53
Shares40.4M4.03M40.5M+4.06M (+11.2%)
Value$15.4B$1.54B$15.8B+$1.96B (+14.2%)

9 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (101)

Institutions that held Everest Group, Ltd. at the end of Q3 2024 but not at the end of Q2 2024.

Showing the largest 100 of 101 by value.

Institutions new to EG in Q3 2024
InstitutionSharesValue% of portfolio
BlackRock, Inc.3,794,905$1.49B0.03%
Vulcan Value Partners, LLC258,141$101.1M1.69%
Woodline Partners LP63,157$24.7M0.21%
Voloridge Investment Management, LLC60,413$23.7M0.09%
Tudor Investment Corp Et Al53,718$21.0M0.23%
Renaissance Technologies LLC51,300$20.1M0.03%
Philadelphia Financial Management of San Francisco, LLC42,340$16.6M3.55%
Holocene Advisors, LP23,651$9.27M0.04%
Campbell & CO Investment Adviser LLC20,116$7.88M0.59%
Cubist Systematic Strategies, LLC19,615$7.69M0.12%
Public Employees Retirement System of Ohio19,461$7.63M0.03%
AustralianSuper Pty Ltd18,316$7.18M0.04%
SPX Equities Gestao de Recursos Ltda17,828$6.99M0.93%
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund17,187$6.73M0.07%
Vinva Investment Management Ltd10,866$4.29M0.19%
Shell Asset Management Co10,698$4.19M0.18%
Twinbeech Capital LP9,690$3.80M0.07%
Lecap Asset Management Ltd8,086$3.17M0.68%
Point72 Hong Kong Ltd7,673$3.01M0.22%
Aquatic Capital Management LLC7,520$2.95M0.08%
Jump Financial, LLC7,506$2.94M0.06%
Pine Valley Investments Ltd Liability Co6,510$2.55M0.18%
Brandywine Global Investment Management, LLC5,957$2.37M0.02%
Weiss Asset Management LP5,474$2.14M0.05%
Kingsview Wealth Management, LLC5,297$2.08M0.04%
Twin Tree Management, LP5,024$1.97M0.05%
HRT Financial LP4,918$1.93M0.01%
Engineers Gate Manager LP4,597$1.80M0.04%
Quartz Partners, LLC4,578$1.79M1.12%
Point72 (DIFC) Ltd4,487$1.76M0.14%
Quinn Opportunity Partners LLC3,872$1.52M0.15%
Y-Intercept (Hong Kong) Ltd3,598$1.41M0.09%
Brevan Howard Capital Management LP3,472$1.36M0.07%
Kestra Advisory Services, LLC3,316$1.30M0.01%
Dark Forest Capital Management LP3,170$1.24M0.16%
Entropy Technologies, LP2,702$1.06M0.11%
Prudential PLC2,573$1.01M0.01%
Quadrature Capital Ltd2,448$959.0K0.02%
Sterling Capital Management LLC2,350$920.8K0.01%
Machina Capital S.A.S.2,124$832.2K0.33%
Petrus Trust Company, LTA2,015$789.5K0.08%
Brophy Wealth Management, LLC1,912$749.2K0.27%
MQS Management LLC1,804$706.9K0.39%
Marshall Wace, LLP1,770$693.5K0.00%
Scientech Research LLC1,575$617.1K0.12%
Independent Advisor Alliance1,301$509.8K0.02%
Fox Run Management, L.L.C.1,097$429.8K0.10%
Worldquant Millennium Advisors LLC994$389.5K0.00%
Verdence Capital Advisors LLC992$388.7K0.03%
Pensionmark Financial Group, LLC892$349.5K0.01%
TrinityPoint Wealth, LLC881$345.2K0.05%
CWA Asset Management Group, LLC867$339.7K0.02%
Private Advisor Group, LLC850$333.1K0.00%
ExodusPoint Capital Management, LP849$333.0K0.00%
Impact Partnership Wealth, LLC833$326.5K0.07%
Graham Capital Management, L.P.819$320.9K0.01%
Sculati Wealth Management, LLC775$303.7K0.12%
EP Wealth Advisors, LLC771$302.1K0.00%
Waterway Wealth Management, LLC752$294.7K0.13%
Quantitative Investment Management, LLC723$283.0K0.03%
Mesirow Financial Investment Management, Inc.669$262.2K0.01%
Main Street Financial Solutions, LLC667$261.4K0.02%
Crestline Management, LP654$256.3K0.01%
RSM US Wealth Management LLC623$246.9K0.00%
Foundations Investment Advisors, LLC624$244.7K0.01%
Siemens Fonds Invest GmbH598$234.3K0.02%
Equitable Holdings, Inc.576$225.7K0.00%
Centaurus Financial, Inc.562$220.0K0.01%
Blackhawk Capital Partners LLC.546$213.9K0.11%
Clark Financial Services Group Inc536$210.0K0.19%
CIBC World Markets Inc.524$205.0K0.00%
Catalyst Funds Management Pty Ltd200$78.4K0.02%
Bryn Mawr Trust Co163$63.9K0.00%
International Assets Investment Management, LLC22,726$58.0K0.00%
Aster Capital Management (DIFC) Ltd142$55.6K0.01%
Skopos Labs, Inc.100$39.2K0.01%
Geneos Wealth Management Inc.91$35.7K0.00%
Eastern Bank90$35.3K0.00%
M&R Capital Management Inc75$29.4K0.01%
GeoWealth Management, LLC67$26.3K0.00%
Armstrong Advisory Group, Inc51$20.0K0.00%
Baldwin Brothers Inc50$19.6K0.00%
GHP Investment Advisors, Inc.41$16.1K0.00%
Atwood & Palmer Inc31$12.1K0.00%
Capital Performance Advisors LLP29$11.4K0.00%
Ashton Thomas Securities, LLC19$7.45K0.00%
Hemington Wealth Management20$7.00K0.00%
Sugarloaf Wealth Management, LLC13$5.09K0.00%
HM Payson & Co7$2.74K0.00%
Abich Financial Wealth Management LLC7$2.74K0.01%
Global Financial Private Client, LLC6$2.35K0.00%
Legacy Investment Solutions, LLC4$1.48K0.00%
Legacy Wealth Managment, LLC4$1.48K0.00%
Reuter James Wealth Management, LLC3$1.18K0.00%
Golden State Equity Partners3$1.17K0.00%
Ogorek Anthony Joseph5$1.00K0.00%
Picton Mahoney Asset Management3$1.00K0.00%
MCF Advisors LLC2$7840.00%
Creekmur Asset Management LLC2$7840.00%
AdvisorNet Financial, Inc1$3920.00%

Sold out (48)

Institutions that held Everest Group, Ltd. at the end of Q2 2024 and filed for Q3 2024 without it.

Institutions that sold out of EG in Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
Moran Wealth Management, LLC30,353$11.6M
Bokf, NA11,576$4.41M
Dupree Financial Group, LLC10,927$4.16M
Seven Eight Capital, LP6,227$2.37M
STRS Ohio5,725$2.18M
Dynamic Advisor Solutions LLC4,803$1.83M
FORA Capital, LLC3,515$1.34M
Perpetual Ltd2,877$1.10M
WealthTrust Asset Management, LLC2,770$1.06M
Wexford Capital LP2,100$800.1K
Acadian Asset Management LLC1,581$601.0K
Nebula Research & Development LLC1,535$584.9K
New Wave Wealth Advisors LLC1,299$494.9K
Ossiam1,293$492.7K
ClearAlpha Technologies LP1,270$483.9K
Stephens Inc1,235$470.6K
MAI Capital Management1,037$395.0K
We Are One Seven, LLC1,004$382.5K
Asahi Life Asset Management Co., Ltd.870$331.5K
Teacher Retirement System of Texas846$322.0K
Inceptionr LLC829$315.9K
Clare Market Investments LLC750$285.8K
Banque Cantonale Vaudoise745$284.0K
Lake Street Financial LLC734$279.7K
American Trust720$274.3K
Credit Capital Investments LLC700$266.7K
Nomura Holdings Inc627$238.9K
Aigen Investment Management, LP608$231.7K
Stevens Capital Management LP580$221.0K
Atria Investments LLC571$217.6K
Symmetry Partners, LLC528$201.0K
Edmond de Rothschild Holding S.A.345$131.5K
Harvest Fund Management Co., Ltd128$49.0K
Family Firm, Inc.32$12.3K
Redwood Wealth Management Group, LLC27$10.3K
Dogwood Wealth Management LLC22$8.38K
Tyler-Stone Wealth Management19$7.24K
Vermillion & White Wealth Management Group, LLC13$4.95K
LGT Financial Advisors LLC13$4.95K
Wetzel Investment Advisors, Inc.12$4.77K
RFP Financial Group LLC10$3.81K
Ashton Thomas Private Wealth, LLC10$3.81K
Hobbs Group Advisors, LLC8$3.06K
Financial Connections Group, Inc.9$3.00K
Dunhill Financial, LLC5$1.83K
Valley National Advisers Inc5$1.00K
Country Trust Bank2$762
Cornerstone Planning Group LLC2$713

Not filed for Q3 2024 yet (9)

Institutions that held Everest Group, Ltd. at the end of Q2 2024 and haven't filed a 13F for Q3 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding EG in Q2 2024 that haven't filed for Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
BlackRock Inc.3,993,269$1.52B
Susquehanna Fundamental Investments, LLC23,090$8.80M
Fjarde AP-fonden (The Fourth Swedish National Pensionfund)13,987$5.33M
Relative Value Partners Group, LLC734$279.7K
Hyman Charles D700$267.0K
JJJ Advisors Inc.110$41.9K
Benjamin F. Edwards & Company, Inc.100$38.0K
Institutional & Family Asset Management, LLC32$12.2K
Private Ocean, LLC6$2.29K