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.
| 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, Q3 2024
Shares, value and share of portfolio for each institution holding Everest Group, Ltd.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Montag A & Associates Inc | 110 | $43.1K | 0.00% | 00.0% | Unchanged |
| American National Bank | 126 | $49.4K | 0.01% | +56+80.0% | Added |
| Loomis Sayles & Co L P | 127 | $50.0K | 0.00% | −88−40.9% | Reduced |
| GPS Wealth Strategies Group, LLC | 129 | $50.5K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 130 | $50.9K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 132 | $51.7K | 0.01% | +45+51.7% | Added |
| Parkside Financial Bank & Trust | 133 | $52.1K | 0.01% | −2−1.5% | Reduced |
| Aster Capital Management (DIFC) Ltd | 142 | $55.6K | 0.01% | +142 | New |
| EverSource Wealth Advisors, LLC | 147 | $57.6K | 0.00% | −105−41.7% | Reduced |
| International Assets Investment Management, LLC | 22,726 | $58.0K | 0.00% | +22,726 | New |
| Whittier Trust Co of Nevada Inc | 153 | $59.9K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 154 | $60.3K | 0.01% | −82−34.7% | Reduced |
| Penserra Capital Management LLC | 157 | $61.0K | 0.00% | +1+0.6% | Added |
| Key Financial Inc | 159 | $62.3K | 0.01% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 163 | $63.9K | 0.00% | +163 | New |
| Sentry Investment Management LLC | 188 | $74.0K | 0.03% | 00.0% | Unchanged |
| First Financial Corp | 200 | $78.4K | 0.04% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 200 | $78.4K | 0.02% | +200 | New |
| SRS Capital Advisors, Inc. | 201 | $78.8K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 210 | $82.3K | 0.00% | −27−11.4% | Reduced |
| Quadrant Capital Group LLC | 222 | $87.0K | 0.01% | −54−19.6% | Reduced |
| Global Retirement Partners, LLC | 239 | $93.6K | 0.00% | +51+27.1% | Added |
| Farther Finance Advisors, LLC | 239 | $93.7K | 0.00% | +19+8.6% | Added |
| Versant Capital Management, Inc | 242 | $94.8K | 0.02% | +3+1.3% | Added |
| Colonial Trust Co | 247 | $96.8K | 0.01% | +1+0.4% | Added |
| Asset Dedication, LLC | 250 | $98.0K | 0.01% | 00.0% | Unchanged |
| Walleye Capital LLC | 302 | $118.3K | 0.00% | −892−74.7% | Reduced |
| Ci Investments Inc. | 311 | $122.0K | 0.00% | +83+36.4% | Added |
| Stephenson National Bank & Trust | 331 | $129.7K | 0.04% | −11−3.2% | Reduced |
| Central Trust Co | 359 | $140.7K | 0.00% | −132−26.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 368 | $144.2K | 0.00% | +31+9.2% | Added |
| Hantz Financial Services, Inc. | 409 | $160.0K | 0.00% | +2+0.5% | Added |
| Van Eck Associates Corp | 421 | $162.0K | 0.00% | +24+6.0% | Added |
| Grove Bank & Trust | 420 | $164.6K | 0.02% | −7−1.6% | Reduced |
| Ameritas Investment Partners, Inc. | 438 | $171.6K | 0.01% | −44−9.1% | Reduced |
| Ronald Blue Trust, Inc. | 452 | $172.2K | 0.00% | +290+179.0% | Added |
| Webster Bank, N. A. | 500 | $195.9K | 0.02% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 502 | $196.7K | 0.17% | −502−50.0% | Reduced |
| EntryPoint Capital, LLC | 516 | $202.2K | 0.12% | +318+160.6% | Added |
| Covestor Ltd | 520 | $204.0K | 0.13% | +43+9.0% | Added |
| CIBC World Markets Inc. | 524 | $205.0K | 0.00% | +524 | New |
| Transamerica Financial Advisors, Inc. | 531 | $208.0K | 0.02% | +519+4,325.0% | Added |
| Signaturefd, LLC | 536 | $210.0K | 0.00% | +182+51.4% | Added |
| Clark Financial Services Group Inc | 536 | $210.0K | 0.19% | +536 | New |
| Dynasty Wealth Management, LLC | 539 | $211.1K | 0.01% | −3−0.6% | Reduced |
| Wetherby Asset Management Inc | 542 | $212.4K | 0.01% | −7−1.3% | Reduced |
| Burney Co | 545 | $213.5K | 0.01% | 00.0% | Unchanged |
| Blackhawk Capital Partners LLC. | 546 | $213.9K | 0.11% | +546 | New |
| Darwin Advisors, LLC | 549 | $215.1K | 0.06% | −24−4.2% | Reduced |
| Edge Capital Group, LLC | 553 | $216.7K | 0.01% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 561 | $219.7K | 0.00% | −193−25.6% | Reduced |
| Centaurus Financial, Inc. | 562 | $220.0K | 0.01% | +562 | New |
| Somerset Trust Co | 564 | $221.0K | 0.08% | +18+3.3% | Added |
| Parallel Advisors, LLC | 568 | $222.6K | 0.01% | −43−7.0% | Reduced |
| Equitable Holdings, Inc. | 576 | $225.7K | 0.00% | +576 | New |
| Horizon Investments, LLC | 587 | $230.0K | 0.01% | −49−7.7% | Reduced |
| Siemens Fonds Invest GmbH | 598 | $234.3K | 0.02% | +598 | New |
| NEOS Investment Management LLC | 605 | $237.1K | 0.01% | 00.0% | Unchanged |
| Wedmont Private Capital | 638 | $237.7K | 0.01% | +29+4.8% | Added |
| Blueshift Asset Management, LLC | 619 | $242.5K | 0.06% | −242−28.1% | Reduced |
| Lido Advisors, LLC | 619 | $242.6K | 0.00% | +8+1.3% | Added |
| Foundations Investment Advisors, LLC | 624 | $244.7K | 0.01% | +624 | New |
| RSM US Wealth Management LLC | 623 | $246.9K | 0.00% | +623 | New |
| Smithfield Trust Co | 630 | $247.0K | 0.01% | 00.0% | Unchanged |
| AlphaCentric Advisors LLC | 636 | $249.2K | 0.19% | −23−3.5% | Reduced |
| Quent Capital, LLC | 644 | $252.9K | 0.03% | +7+1.1% | Added |
| Texas Yale Capital Corp. | 650 | $254.7K | 0.01% | 00.0% | Unchanged |
| Crestline Management, LP | 654 | $256.3K | 0.01% | +654 | New |
| DoubleLine ETF Adviser LP | 665 | $260.6K | 0.06% | −51−7.1% | Reduced |
| Main Street Financial Solutions, LLC | 667 | $261.4K | 0.02% | +667 | New |
| Red Door Wealth Management, LLC | 669 | $262.1K | 0.04% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 669 | $262.2K | 0.01% | +669 | New |
| Leonteq Securities AG | 672 | $263.3K | 0.03% | 00.0% | Unchanged |
| HFG Advisors, Inc. | 675 | $264.5K | 0.23% | 00.0% | Unchanged |
| Ascent Group, LLC | 687 | $269.2K | 0.02% | +101+17.2% | Added |
| Coldstream Capital Management Inc | 701 | $271.6K | 0.01% | +76+12.2% | Added |
| Moors & Cabot, Inc. | 698 | $273.5K | 0.01% | +3+0.4% | Added |
| Capstone Investment Advisors, LLC | 709 | $277.8K | 0.01% | −611−46.3% | Reduced |
| Paragon Capital Management Ltd | 712 | $279.1K | 0.05% | +4+0.6% | Added |
| Profund Advisors LLC | 714 | $279.8K | 0.01% | +83+13.2% | Added |
| Quantitative Investment Management, LLC | 723 | $283.0K | 0.03% | +723 | New |
| Ancora Advisors, LLC | 725 | $284.1K | 0.01% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 725 | $284.2K | 0.02% | +54+8.0% | Added |
| Ramirez Asset Management, Inc. | 740 | $290.0K | 0.06% | 00.0% | Unchanged |
| Paradigm Financial Partners, LLC | 788 | $292.1K | 0.04% | +18+2.3% | Added |
| Waterway Wealth Management, LLC | 752 | $294.7K | 0.13% | +752 | New |
| State of Wyoming | 766 | $300.1K | 0.04% | +617+414.1% | Added |
| V-Square Quantitative Management LLC | 767 | $300.5K | 0.04% | +58+8.2% | Added |
| EP Wealth Advisors, LLC | 771 | $302.1K | 0.00% | +771 | New |
| Sculati Wealth Management, LLC | 775 | $303.7K | 0.12% | +775 | New |
| Qsemble Capital Management, LP | 777 | $304.5K | 0.06% | −1,449−65.1% | Reduced |
| MBB Public Markets I LLC | 810 | $317.4K | 0.03% | −2,563−76.0% | Reduced |
| Graham Capital Management, L.P. | 819 | $320.9K | 0.01% | +819 | New |
| D.A. Davidson & Co. | 820 | $321.4K | 0.00% | −211−20.5% | Reduced |
| United Capital Financial Advisers, LLC | 829 | $324.8K | 0.00% | −6−0.7% | Reduced |
| Impact Partnership Wealth, LLC | 833 | $326.5K | 0.07% | +833 | New |
| ExodusPoint Capital Management, LP | 849 | $333.0K | 0.00% | +849 | New |
| Klingenstein Fields & Co LP | 850 | $333.1K | 0.01% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 850 | $333.1K | 0.00% | +850 | New |
| Ieq Capital, LLC | 851 | $333.5K | 0.00% | −62−6.8% | Reduced |