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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
Clarius Group, LLC855$334.2K0.02%+2+0.2%Added
GAMMA Investing LLC853$334.2K0.03%+164+23.8%Added
CWA Asset Management Group, LLC867$339.7K0.02%+867New
TrinityPoint Wealth, LLC881$345.2K0.05%+881New
Cozad Asset Management Inc885$346.8K0.03%−320−26.6%Reduced
Bessemer Group Inc885$347.0K0.00%+158+21.7%Added
Pensionmark Financial Group, LLC892$349.5K0.01%+892New
Meiji Yasuda Asset Management Co Ltd.896$351.1K0.01%−96−9.7%Reduced
Westwood Holdings Group Inc.901$353.0K0.00%00.0%Unchanged
Proequities, Inc.902$353.4K0.02%+546+153.4%Added
Arkadios Wealth Advisors903$353.9K0.02%+47+5.5%Added
Forum Financial Management, LP911$357.0K0.01%+1+0.1%Added
Vestcor Inc911$357.0K0.01%00.0%Unchanged
Alps Advisors Inc917$359.3K0.00%+8+0.9%Added
GTS Securities LLC920$360.5K0.01%+62+7.2%Added
Pitcairn Co971$380.5K0.02%−46−4.5%Reduced
Personal Cfo Solutions, LLC977$382.8K0.05%−40−3.9%Reduced
Cutter & CO Brokerage, Inc.988$387.0K0.09%−13−1.3%Reduced
Verdence Capital Advisors LLC992$388.7K0.03%+992New
Worldquant Millennium Advisors LLC994$389.5K0.00%+994New
Csenge Advisory Group999$393.6K0.02%−240−19.4%Reduced
Abacus Planning Group, Inc.1,011$396.1K0.07%+179+21.5%Added
Atlas Capital Advisors LLC1,042$408.3K0.06%+100+10.6%Added
Westpac Banking Corp1,043$408.7K0.03%−1,834−63.7%Reduced
Fifth Third Bancorp1,047$410.2K0.00%+46+4.6%Added
Axq Capital, LP1,048$410.6K0.12%−238−18.5%Reduced
Peloton Wealth Strategists1,060$415.0K0.16%+345+48.3%Added
Fox Run Management, L.L.C.1,097$429.8K0.10%+1,097New
Wellington Shields & Co., LLC1,100$431.0K0.13%00.0%Unchanged
Erste Asset Management GmbH1,100$434.7K0.01%−200−15.4%Reduced
MML Investors Services, LLC1,143$448.0K0.00%+297+35.1%Added
Checchi Capital Advisers, LLC1,160$454.5K0.03%−9−0.8%Reduced
Greenleaf Trust1,169$458.0K0.00%−58−4.7%Reduced
Advisors Asset Management, Inc.1,180$462.4K0.01%−506−30.0%Reduced
Baird Financial Group, Inc.1,192$467.1K0.00%−38−3.1%Reduced
Truist Financial Corp1,210$474.0K0.00%+44+3.8%Added
Tokio Marine Asset Management Co Ltd1,214$475.7K0.02%00.0%Unchanged
Mather Group, LLC.1,215$476.2K0.01%−25−2.0%Reduced
Huntington National Bank1,243$487.0K0.00%−6−0.5%Reduced
Kentucky Retirement Systems Insurance Trust Fund1,281$501.9K0.03%−121−8.6%Reduced
Lester Murray Antman dba SimplyRich1,293$506.0K0.14%+505+64.1%Added
Northwestern Mutual Wealth Management Co1,293$506.7K0.00%+613+90.1%Added
Rowland & Co Investment Counsel1,295$507.4K0.10%−50−3.7%Reduced
Independent Advisor Alliance1,301$509.8K0.02%+1,301New
E&G Advisors, LP1,315$513.9K0.14%00.0%Unchanged
Savant Capital, LLC1,316$515.5K0.00%−1,880−58.8%Reduced
Heron Bay Capital Management1,317$516.0K0.11%+26+2.0%Added
Sanctuary Advisors, LLC1,366$531.4K0.00%+89+7.0%Added
Keybank National Association1,389$544.3K0.00%+446+47.3%Added
First Hawaiian Bank1,392$545.4K0.02%−28−2.0%Reduced
GWM Advisors LLC1,396$546.9K0.00%−213−13.2%Reduced
Metis Global Partners, LLC1,396$547.0K0.02%+27+2.0%Added
Trail Ridge Investment Advisors, LLC1,422$548.4K0.26%−24−1.7%Reduced
Bank of Stockton1,413$553.7K0.17%−197−12.2%Reduced
Investment Management Corp of Ontario1,428$559.5K0.01%+126+9.7%Added
Raymond James Trust N.A.1,434$561.9K0.01%+536+59.7%Added
Legacy Wealth Asset Management, LLC1,460$572.1K0.15%+50+3.5%Added
Banco Bilbao Vizcaya Argentaria, S.A.1,490$583.3K0.01%+55+3.8%Added
Aull & Monroe Investment Management Corp1,500$587.7K0.27%00.0%Unchanged
National Asset Management, Inc.1,497$588.7K0.02%−921−38.1%Reduced
MeadowBrook Investment Advisors LLC1,503$588.9K0.53%00.0%Unchanged
Argent Trust Co1,535$601.5K0.02%00.0%Unchanged
National Bank of Canada1,542$604.2K0.00%−312−16.8%Reduced
Crossmark Global Holdings, Inc.1,548$607.0K0.01%−806−34.2%Reduced
Principal Securities, Inc.1,559$610.9K0.01%+340+27.9%Added
Scientech Research LLC1,575$617.1K0.12%+1,575New
Chartwell Investment Partners, LLC1,579$619.0K0.02%−150−8.7%Reduced
Cresset Asset Management, LLC1,588$622.4K0.00%+86+5.7%Added
Unison Advisors LLC1,656$648.9K0.08%+8+0.5%Added
Bartlett & Co. Wealth Management LLC1,722$674.7K0.01%−25−1.4%Reduced
Legend Financial Advisors, Inc.1,747$684.5K0.47%−18−1.0%Reduced
Marshall Wace, LLP1,770$693.5K0.00%+1,770New
Norinchukin Bank, The1,778$696.7K0.02%+247+16.1%Added
Vontobel Holding Ltd.1,795$703.3K0.00%−127−6.6%Reduced
Great Lakes Advisors, LLC1,802$706.1K0.01%−3,617−66.7%Reduced
MQS Management LLC1,804$706.9K0.39%+1,804New
Kestra Private Wealth Services, LLC1,811$709.6K0.01%−562−23.7%Reduced
Two Sigma Securities, LLC1,814$710.8K0.06%−607−25.1%Reduced
Integrated Wealth Concepts LLC1,837$719.8K0.01%+900+96.1%Added
Transatlantique Private Wealth LLC1,849$724.3K0.28%−261−12.4%Reduced
Edgestream Partners, L.P.1,869$732.3K0.03%−3,382−64.4%Reduced
Neuberger Berman Group LLC1,901$744.9K0.00%−110−5.5%Reduced
Perigon Wealth Management, LLC1,904$746.1K0.02%+129+7.3%Added
Brophy Wealth Management, LLC1,912$749.2K0.27%+1,912New
Dakota Wealth Management1,913$749.6K0.02%−97−4.8%Reduced
Capital Insight Partners, LLC1,928$755.4K0.13%+72+3.9%Added
HB Wealth Management, LLC1,936$758.6K0.01%−123−6.0%Reduced
Greenwood Capital Associates LLC1,938$759.4K0.10%−44−2.2%Reduced
Lingohr & Partner Asset Management GmbH1,962$769.0K1.86%00.0%Unchanged
Traynor Capital Management, Inc.1,997$782.3K0.06%00.0%Unchanged
Petrus Trust Company, LTA2,015$789.5K0.08%+2,015New
Federation des caisses Desjardins du Quebec2,034$796.7K0.00%−9,212−81.9%Reduced
Avantax Advisory Services, Inc.2,038$798.5K0.01%+724+55.1%Added
TFB Advisors LLC2,055$805.2K0.24%+265+14.8%Added
Elevated Capital Advisors, LLC2,066$809.4K0.22%+115+5.9%Added
Oversea-Chinese Banking CORP Ltd2,087$817.7K0.02%00.0%Unchanged
New Mexico Educational Retirement Board2,100$823.0K0.03%−100−4.5%Reduced
Machina Capital S.A.S.2,124$832.2K0.33%+2,124New
Brinker Capital Investments, LLC2,129$834.3K0.01%−47−2.2%Reduced
Orion Portfolio Solutions, LLC2,129$834.3K0.01%−47−2.2%Reduced