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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, Q3 2024

Institutional positions in Everest Group, Ltd. as of Sep 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
675
+53 vs. Q2 2024
Shares held
40.5M
+4.06M (+11.2%) vs. Q2 2024
Total value
$15.8B
+$1.96B (+14.2%) vs. Q2 2024
New holders
101
233 more added
Sold out
48
235 more reduced

9 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2024: 675 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 heldQ3 2024: $15.8B
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, Q3 2024

Shares, value and share of portfolio for each institution holding Everest Group, Ltd.; share changes are against Q2 2024.

Institutions holding EG in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Capital Advisors, Ltd. LLC1$00.00%−4−80.0%Reduced
Avion Wealth2$00.00%00.0%Unchanged
Y.D. More Investments Ltd24$250.00%−8−25.0%Reduced
Pathway Financial Advisers, LLC13,714$350.00%+13,679+39,082.9%Added
Anchor Investment Management, LLC0$1460.00%0New
TFC Financial Management1$3920.00%00.0%Unchanged
CoreCap Advisors, LLC1$3920.00%00.0%Unchanged
AdvisorNet Financial, Inc1$3920.00%+1New
Highline Wealth Partners LLC1$3940.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC1$4600.00%00.0%Unchanged
Salem Investment Counselors Inc2$7840.00%00.0%Unchanged
Rothschild Investment LLC2$7840.00%00.0%Unchanged
Raleigh Capital Management Inc.2$7840.00%00.0%Unchanged
MCF Advisors LLC2$7840.00%+2New
Creekmur Asset Management LLC2$7840.00%+2New
Ogorek Anthony Joseph5$1.00K0.00%+5New
Picton Mahoney Asset Management3$1.00K0.00%+3New
Golden State Equity Partners3$1.17K0.00%+3New
Investors Research Corp3$1.18K0.00%00.0%Unchanged
Aspect Partners, LLC3$1.18K0.00%00.0%Unchanged
Reuter James Wealth Management, LLC3$1.18K0.00%+3New
Carolinas Wealth Consulting LLC3$1.18K0.00%00.0%Unchanged
Legacy Investment Solutions, LLC4$1.48K0.00%+4New
Legacy Wealth Managment, LLC4$1.48K0.00%+4New
Glen Eagle Advisors, LLC4$1.58K0.00%00.0%Unchanged
Capital Analysts, LLC5$2.00K0.00%00.0%Unchanged
JNBA Financial Advisors6$2.35K0.00%00.0%Unchanged
Spire Wealth Management6$2.35K0.00%00.0%Unchanged
Global Financial Private Client, LLC6$2.35K0.00%+6New
Manchester Capital Management LLC7$2.74K0.00%−11−61.1%Reduced
DiNuzzo Private Wealth, Inc.7$2.74K0.00%00.0%Unchanged
HM Payson & Co7$2.74K0.00%+7New
Abich Financial Wealth Management LLC7$2.74K0.01%+7New
Washington Trust Advisors, Inc.7$2.89K0.00%00.0%Unchanged
IFP Advisors, Inc9$3.52K0.00%−503−98.2%Reduced
WR Wealth Planners, LLC9$3.53K0.00%00.0%Unchanged
True Wealth Design, LLC9$3.53K0.00%−2,294−99.6%Reduced
SJS Investment Consulting Inc.10$3.92K0.00%00.0%Unchanged
Ransom Advisory, Ltd11$4.31K0.00%−19−63.3%Reduced
Bell Investment Advisors, Inc11$4.31K0.00%−2−15.4%Reduced
Prestige Wealth Management Group LLC12$4.70K0.00%00.0%Unchanged
Financial Management Professionals, Inc.12$5.00K0.00%00.0%Unchanged
Sachetta, LLC13$5.09K0.00%−2−13.3%Reduced
Winch Advisory Services, LLC13$5.09K0.00%00.0%Unchanged
Raffa Wealth Management, LLC13$5.09K0.00%00.0%Unchanged
Fortitude Family Office, LLC13$5.09K0.00%00.0%Unchanged
Sugarloaf Wealth Management, LLC13$5.09K0.00%+13New
TD Waterhouse Canada Inc.13$5.15K0.00%−396−96.8%Reduced
Crewe Advisors LLC14$5.49K0.00%00.0%Unchanged
Hemington Wealth Management20$7.00K0.00%+20New
Ashton Thomas Securities, LLC19$7.45K0.00%+19New
Hollencrest Capital Management20$7.84K0.00%−115−85.2%Reduced
Larson Financial Group LLC25$9.80K0.00%+20+400.0%Added
JFS Wealth Advisors, LLC26$10.2K0.00%+1+4.0%Added
Farmers & Merchants Investments Inc27$10.6K0.00%00.0%Unchanged
Capital Performance Advisors LLP29$11.4K0.00%+29New
WealthCollab, LLC30$11.8K0.01%+2+7.1%Added
Caitlin John, LLC32$11.9K0.01%00.0%Unchanged
CVA Family Office, LLC31$12.1K0.00%00.0%Unchanged
Atwood & Palmer Inc31$12.1K0.00%+31New
Zions Bancorporation, N.A.32$12.5K0.00%−14−30.4%Reduced
Private Wealth Management Group, LLC32$12.5K0.00%−1−3.0%Reduced
MV Capital Management, Inc.32$12.5K0.00%00.0%Unchanged
Chelsea Counsel Co35$13.7K0.01%00.0%Unchanged
GW&K Investment Management, LLC35$14.0K0.00%+7+25.0%Added
Annis Gardner Whiting Capital Advisors, LLC37$14.5K0.00%00.0%Unchanged
Barrett & Company, Inc.40$15.7K0.01%00.0%Unchanged
GHP Investment Advisors, Inc.41$16.1K0.00%+41New
TD Private Client Wealth LLC43$16.8K0.00%−7−14.0%Reduced
Harbour Investments, Inc.46$18.0K0.00%00.0%Unchanged
First Horizon Advisors, Inc.50$19.6K0.00%+6+13.6%Added
Baldwin Brothers Inc50$19.6K0.00%+50New
Armstrong Advisory Group, Inc51$20.0K0.00%+51New
Richardson Financial Services Inc.55$21.0K0.01%00.0%Unchanged
Riverview Trust Co55$21.6K0.02%00.0%Unchanged
Piscataqua Savings Bank56$21.9K0.02%00.0%Unchanged
Smartleaf Asset Management LLC59$23.5K0.00%+40+210.5%Added
Caldwell Trust Co62$24.3K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC64$25.1K0.00%00.0%Unchanged
Umb Bank N A65$25.5K0.00%+6+10.2%Added
NVWM, LLC66$25.9K0.01%+3+4.8%Added
GeoWealth Management, LLC67$26.3K0.00%+67New
Allworth Financial LP68$26.7K0.00%−7−9.3%Reduced
M&R Capital Management Inc75$29.4K0.01%+75New
Bruce G. Allen Investments, LLC78$30.6K0.02%+52+200.0%Added
Venturi Wealth Management, LLC78$30.6K0.00%−8−9.3%Reduced
Heritage Wealth Advisors80$31.3K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC80$31.3K0.01%00.0%Unchanged
Cromwell Holdings LLC82$32.1K0.02%00.0%Unchanged
DT Investment Partners, LLC82$32.1K0.00%−9−9.9%Reduced
Jones Financial Companies LLLP85$33.7K0.00%+21+32.8%Added
Clearstead Advisors, LLC87$34.1K0.00%00.0%Unchanged
Lindbrook Capital, LLC88$34.5K0.00%−31−26.1%Reduced
Eastern Bank90$35.3K0.00%+90New
Geneos Wealth Management Inc.91$35.7K0.00%+91New
FinTrust Capital Advisors, LLC94$36.8K0.01%00.0%Unchanged
Skopos Labs, Inc.100$39.2K0.01%+100New
Old Second National Bank of Aurora103$40.4K0.01%00.0%Unchanged
Massmutual Trust Co FSB104$40.8K0.00%−11−9.6%Reduced
Thompson Investment Management, Inc.104$40.8K0.01%00.0%Unchanged