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 |
|---|---|---|---|---|---|
| ING Groep NV | 2,181 | $854.6K | 0.00% | −3,194−59.4% | Reduced |
| Citadel Investment Advisory, Inc. | 2,227 | $873.0K | 0.46% | −25−1.1% | Reduced |
| Dana Investment Advisors, Inc. | 2,239 | $877.3K | 0.03% | −390−14.8% | Reduced |
| Daymark Wealth Partners, LLC | 2,250 | $881.6K | 0.04% | +200+9.8% | Added |
| Gotham Asset Management, LLC | 2,310 | $905.1K | 0.01% | −133−5.4% | Reduced |
| Avidian Wealth Solutions, LLC | 2,325 | $911.0K | 0.04% | −49−2.1% | Reduced |
| Captrust Financial Advisors | 2,326 | $911.5K | 0.00% | −361−13.4% | Reduced |
| Center For Asset Management LLC | 2,332 | $913.6K | 0.55% | +1,089+87.6% | Added |
| PAX Financial Group, LLC | 2,338 | $916.2K | 0.16% | +16+0.7% | Added |
| Sterling Capital Management LLC | 2,350 | $920.8K | 0.01% | +2,350 | New |
| HighTower Advisors, LLC | 2,349 | $923.0K | 0.00% | −1,465−38.4% | Reduced |
| Level Four Advisory Services, LLC | 2,601 | $925.2K | 0.04% | +488+23.1% | Added |
| Securian Asset Management, Inc | 2,386 | $934.9K | 0.03% | −100−4.0% | Reduced |
| Handelsbanken Fonder AB | 2,386 | $935.0K | 0.00% | −698−22.6% | Reduced |
| Commerce Bank | 2,390 | $936.5K | 0.01% | +27+1.1% | Added |
| Louisiana State Employees Retirement System | 2,400 | $940.4K | 0.02% | −100−4.0% | Reduced |
| Exchange Traded Concepts, LLC | 2,426 | $950.6K | 0.02% | −1,257−34.1% | Reduced |
| Quadrature Capital Ltd | 2,448 | $959.0K | 0.02% | +2,448 | New |
| Maryland State Retirement & Pension System | 2,465 | $965.9K | 0.02% | −821−25.0% | Reduced |
| Tower Research Capital LLC (TRC) | 2,495 | $977.6K | 0.03% | +113+4.7% | Added |
| CSS LLC | 2,500 | $979.6K | 0.06% | +900+56.3% | Added |
| O'Shaughnessy Asset Management, LLC | 2,464 | $982.3K | 0.01% | −117−4.5% | Reduced |
| Creative Planning | 2,510 | $983.6K | 0.00% | −26−1.0% | Reduced |
| Renaissance Group LLC | 2,534 | $992.7K | 0.04% | −81,060−97.0% | Reduced |
| Prudential PLC | 2,573 | $1.01M | 0.01% | +2,573 | New |
| Chesley Taft & Associates LLC | 2,587 | $1.01M | 0.05% | −5−0.2% | Reduced |
| NorthCrest Asset Manangement, LLC | 2,609 | $1.02M | 0.03% | +10.0% | Added |
| M&T Bank Corp | 2,616 | $1.03M | 0.00% | −787−23.1% | Reduced |
| CIBC Private Wealth Group, LLC | 2,618 | $1.03M | 0.00% | +200+8.3% | Added |
| BNP Paribas | 2,670 | $1.05M | 0.04% | 00.0% | Unchanged |
| Entropy Technologies, LP | 2,702 | $1.06M | 0.11% | +2,702 | New |
| Mirae Asset Global Investments Co., Ltd. | 2,776 | $1.10M | 0.00% | +869+45.6% | Added |
| Mizuho Securities USA LLC | 2,806 | $1.10M | 0.02% | −554−16.5% | Reduced |
| Everence Capital Management Inc | 2,840 | $1.11M | 0.07% | 00.0% | Unchanged |
| Polianta Ltd | 2,900 | $1.14M | 0.53% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 2,911 | $1.14M | 0.00% | +673+30.1% | Added |
| BayBridge Capital Group, LLC | 2,936 | $1.15M | 0.83% | +94+3.3% | Added |
| Flputnam Investment Management Co | 3,116 | $1.16M | 0.02% | +346+12.5% | Added |
| Squarepoint Ops LLC | 2,970 | $1.16M | 0.00% | +97+3.4% | Added |
| Kentucky Retirement Systems | 3,015 | $1.18M | 0.03% | −260−7.9% | Reduced |
| Veriti Management LLC | 3,059 | $1.20M | 0.06% | −150−4.7% | Reduced |
| La Banque Postale Asset Management SA | 3,075 | $1.20M | 0.02% | −2,624−46.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 3,156 | $1.24M | 0.01% | −299−8.7% | Reduced |
| Dark Forest Capital Management LP | 3,170 | $1.24M | 0.16% | +3,170 | New |
| Icon Advisers Inc | 3,200 | $1.25M | 0.26% | 00.0% | Unchanged |
| Toroso Investments, LLC | 3,225 | $1.26M | 0.01% | −1,333−29.2% | Reduced |
| Swiss Life Asset Management Ltd | 3,265 | $1.28M | 0.01% | +1,497+84.7% | Added |
| Kestra Advisory Services, LLC | 3,316 | $1.30M | 0.01% | +3,316 | New |
| Gulf International Bank (UK) Ltd | 3,385 | $1.33M | 0.03% | −160−4.5% | Reduced |
| Quantbot Technologies LP | 3,396 | $1.33M | 0.05% | +1,105+48.2% | Added |
| Brevan Howard Capital Management LP | 3,472 | $1.36M | 0.07% | +3,472 | New |
| Hartford Investment Management Co | 3,489 | $1.37M | 0.05% | −72−2.0% | Reduced |
| Old National Bancorp | 3,510 | $1.38M | 0.03% | −467−11.7% | Reduced |
| Verition Fund Management LLC | 3,558 | $1.39M | 0.01% | +1,082+43.7% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 3,594 | $1.41M | 0.04% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 3,598 | $1.41M | 0.09% | +3,598 | New |
| Achmea Investment Management B.V. | 3,679 | $1.44M | 0.02% | +475+14.8% | Added |
| Oregon Public Employees Retirement Fund | 3,734 | $1.46M | 0.03% | +20+0.5% | Added |
| Candriam Luxembourg S.C.A. | 3,754 | $1.47M | 0.01% | −149−3.8% | Reduced |
| Delphi Management Inc | 3,778 | $1.48M | 1.34% | −995−20.8% | Reduced |
| PEAK6 Investments LLC | 3,778 | $1.48M | 0.07% | +3,279+657.1% | Added |
| Whittier Trust Co | 3,787 | $1.48M | 0.02% | 00.0% | Unchanged |
| Uncommon Cents Investing LLC | 3,810 | $1.49M | 0.42% | +180+5.0% | Added |
| Ethic Inc. | 3,788 | $1.51M | 0.04% | −583−13.3% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 3,870 | $1.52M | 0.00% | −538−12.2% | Reduced |
| Quinn Opportunity Partners LLC | 3,872 | $1.52M | 0.15% | +3,872 | New |
| Pacer Advisors, Inc. | 3,885 | $1.52M | 0.00% | +102+2.7% | Added |
| J. Safra Sarasin Holding AG | 4,017 | $1.57M | 0.03% | −124−3.0% | Reduced |
| iA Global Asset Management Inc. | 4,031 | $1.58M | 0.03% | +3,349+491.1% | Added |
| ISAM Funds (UK) Ltd | 4,031 | $1.58M | 0.89% | +2,814+231.2% | Added |
| Public Employees Retirement Association of Colorado | 4,099 | $1.61M | 0.01% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 4,115 | $1.61M | 0.00% | −1,345−24.6% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 4,163 | $1.63M | 0.00% | +1,877+82.1% | Added |
| Sit Investment Associates Inc | 4,172 | $1.64M | 0.04% | −6,655−61.5% | Reduced |
| CBOE Vest Financial, LLC | 4,188 | $1.64M | 0.03% | +1,278+43.9% | Added |
| First Manhattan Co | 4,200 | $1.65M | 0.00% | 00.0% | Unchanged |
| Teza Capital Management LLC | 4,219 | $1.65M | 0.18% | +3,054+262.1% | Added |
| Globeflex Capital L P | 4,307 | $1.69M | 0.16% | 00.0% | Unchanged |
| Stifel Financial Corp | 4,347 | $1.70M | 0.00% | +162+3.9% | Added |
| Panagora Asset Management Inc | 4,384 | $1.72M | 0.01% | −9−0.2% | Reduced |
| JustInvest LLC | 4,394 | $1.72M | 0.03% | +1,414+47.4% | Added |
| Robertson Stephens Wealth Management, LLC | 4,413 | $1.73M | 0.06% | −1,671−27.5% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 4,472 | $1.75M | 0.02% | −12−0.3% | Reduced |
| Point72 (DIFC) Ltd | 4,487 | $1.76M | 0.14% | +4,487 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 4,520 | $1.77M | 0.00% | +181+4.2% | Added |
| Synovus Financial Corp | 4,561 | $1.79M | 0.02% | +2,453+116.4% | Added |
| Quartz Partners, LLC | 4,578 | $1.79M | 1.12% | +4,578 | New |
| Engineers Gate Manager LP | 4,597 | $1.80M | 0.04% | +4,597 | New |
| Blair William & Co | 4,624 | $1.81M | 0.01% | +73+1.6% | Added |
| Lowe Brockenbrough & Co Inc | 4,655 | $1.82M | 0.12% | −48−1.0% | Reduced |
| Ingalls & Snyder LLC | 4,664 | $1.83M | 0.07% | +186+4.2% | Added |
| UniSuper Management Pty Ltd | 4,683 | $1.83M | 0.01% | +128+2.8% | Added |
| Park Avenue Securities LLC | 4,890 | $1.92M | 0.02% | −25−0.5% | Reduced |
| Signature Estate & Investment Advisors LLC | 4,906 | $1.92M | 0.04% | −2,930−37.4% | Reduced |
| HRT Financial LP | 4,918 | $1.93M | 0.01% | +4,918 | New |
| 1832 Asset Management L.P. | 4,951 | $1.94M | 0.00% | +45+0.9% | Added |
| RBF Capital, LLC | 5,000 | $1.96M | 0.10% | 00.0% | Unchanged |
| Harbor Advisors LLC | 5,000 | $1.96M | 0.33% | 00.0% | Unchanged |
| Twin Tree Management, LP | 5,024 | $1.97M | 0.05% | +5,024 | New |
| Trust Co of Toledo NA | 5,246 | $2.06M | 0.28% | 00.0% | Unchanged |