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 |
|---|---|---|---|---|---|
| CBOE Vest Financial, LLC | 4,188 | $1.64M | 0.03% | +1,278+43.9% | Added |
| Sit Investment Associates Inc | 4,172 | $1.64M | 0.04% | −6,655−61.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 4,163 | $1.63M | 0.00% | +1,877+82.1% | Added |
| Wealthfront Advisers LLC | 4,115 | $1.61M | 0.00% | −1,345−24.6% | Reduced |
| Public Employees Retirement Association of Colorado | 4,099 | $1.61M | 0.01% | 00.0% | Unchanged |
| ISAM Funds (UK) Ltd | 4,031 | $1.58M | 0.89% | +2,814+231.2% | Added |
| iA Global Asset Management Inc. | 4,031 | $1.58M | 0.03% | +3,349+491.1% | Added |
| J. Safra Sarasin Holding AG | 4,017 | $1.57M | 0.03% | −124−3.0% | Reduced |
| Pacer Advisors, Inc. | 3,885 | $1.52M | 0.00% | +102+2.7% | Added |
| Quinn Opportunity Partners LLC | 3,872 | $1.52M | 0.15% | +3,872 | New |
| Raymond James Financial Services Advisors, Inc. | 3,870 | $1.52M | 0.00% | −538−12.2% | Reduced |
| Ethic Inc. | 3,788 | $1.51M | 0.04% | −583−13.3% | Reduced |
| Uncommon Cents Investing LLC | 3,810 | $1.49M | 0.42% | +180+5.0% | Added |
| Whittier Trust Co | 3,787 | $1.48M | 0.02% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 3,778 | $1.48M | 0.07% | +3,279+657.1% | Added |
| Delphi Management Inc | 3,778 | $1.48M | 1.34% | −995−20.8% | Reduced |
| Candriam Luxembourg S.C.A. | 3,754 | $1.47M | 0.01% | −149−3.8% | Reduced |
| Oregon Public Employees Retirement Fund | 3,734 | $1.46M | 0.03% | +20+0.5% | Added |
| Achmea Investment Management B.V. | 3,679 | $1.44M | 0.02% | +475+14.8% | Added |
| Y-Intercept (Hong Kong) Ltd | 3,598 | $1.41M | 0.09% | +3,598 | New |
| Dai-Ichi Life Insurance Company, Ltd | 3,594 | $1.41M | 0.04% | 00.0% | Unchanged |
| Verition Fund Management LLC | 3,558 | $1.39M | 0.01% | +1,082+43.7% | Added |
| Old National Bancorp | 3,510 | $1.38M | 0.03% | −467−11.7% | Reduced |
| Hartford Investment Management Co | 3,489 | $1.37M | 0.05% | −72−2.0% | Reduced |
| Brevan Howard Capital Management LP | 3,472 | $1.36M | 0.07% | +3,472 | New |
| Quantbot Technologies LP | 3,396 | $1.33M | 0.05% | +1,105+48.2% | Added |
| Gulf International Bank (UK) Ltd | 3,385 | $1.33M | 0.03% | −160−4.5% | Reduced |
| Kestra Advisory Services, LLC | 3,316 | $1.30M | 0.01% | +3,316 | New |
| Swiss Life Asset Management Ltd | 3,265 | $1.28M | 0.01% | +1,497+84.7% | Added |
| Toroso Investments, LLC | 3,225 | $1.26M | 0.01% | −1,333−29.2% | Reduced |
| Icon Advisers Inc | 3,200 | $1.25M | 0.26% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 3,170 | $1.24M | 0.16% | +3,170 | New |
| Teachers Retirement System of the State of Kentucky | 3,156 | $1.24M | 0.01% | −299−8.7% | Reduced |
| La Banque Postale Asset Management SA | 3,075 | $1.20M | 0.02% | −2,624−46.0% | Reduced |
| Veriti Management LLC | 3,059 | $1.20M | 0.06% | −150−4.7% | Reduced |
| Kentucky Retirement Systems | 3,015 | $1.18M | 0.03% | −260−7.9% | Reduced |
| Squarepoint Ops LLC | 2,970 | $1.16M | 0.00% | +97+3.4% | Added |
| Flputnam Investment Management Co | 3,116 | $1.16M | 0.02% | +346+12.5% | Added |
| BayBridge Capital Group, LLC | 2,936 | $1.15M | 0.83% | +94+3.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 2,911 | $1.14M | 0.00% | +673+30.1% | Added |
| Polianta Ltd | 2,900 | $1.14M | 0.53% | 00.0% | Unchanged |
| Everence Capital Management Inc | 2,840 | $1.11M | 0.07% | 00.0% | Unchanged |
| Mizuho Securities USA LLC | 2,806 | $1.10M | 0.02% | −554−16.5% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 2,776 | $1.10M | 0.00% | +869+45.6% | Added |
| Entropy Technologies, LP | 2,702 | $1.06M | 0.11% | +2,702 | New |
| BNP Paribas | 2,670 | $1.05M | 0.04% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 2,618 | $1.03M | 0.00% | +200+8.3% | Added |
| M&T Bank Corp | 2,616 | $1.03M | 0.00% | −787−23.1% | Reduced |
| NorthCrest Asset Manangement, LLC | 2,609 | $1.02M | 0.03% | +10.0% | Added |
| Chesley Taft & Associates LLC | 2,587 | $1.01M | 0.05% | −5−0.2% | Reduced |
| Prudential PLC | 2,573 | $1.01M | 0.01% | +2,573 | New |
| Renaissance Group LLC | 2,534 | $992.7K | 0.04% | −81,060−97.0% | Reduced |
| Creative Planning | 2,510 | $983.6K | 0.00% | −26−1.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 2,464 | $982.3K | 0.01% | −117−4.5% | Reduced |
| CSS LLC | 2,500 | $979.6K | 0.06% | +900+56.3% | Added |
| Tower Research Capital LLC (TRC) | 2,495 | $977.6K | 0.03% | +113+4.7% | Added |
| Maryland State Retirement & Pension System | 2,465 | $965.9K | 0.02% | −821−25.0% | Reduced |
| Quadrature Capital Ltd | 2,448 | $959.0K | 0.02% | +2,448 | New |
| Exchange Traded Concepts, LLC | 2,426 | $950.6K | 0.02% | −1,257−34.1% | Reduced |
| Louisiana State Employees Retirement System | 2,400 | $940.4K | 0.02% | −100−4.0% | Reduced |
| Commerce Bank | 2,390 | $936.5K | 0.01% | +27+1.1% | Added |
| Handelsbanken Fonder AB | 2,386 | $935.0K | 0.00% | −698−22.6% | Reduced |
| Securian Asset Management, Inc | 2,386 | $934.9K | 0.03% | −100−4.0% | Reduced |
| Level Four Advisory Services, LLC | 2,601 | $925.2K | 0.04% | +488+23.1% | Added |
| HighTower Advisors, LLC | 2,349 | $923.0K | 0.00% | −1,465−38.4% | Reduced |
| Sterling Capital Management LLC | 2,350 | $920.8K | 0.01% | +2,350 | New |
| PAX Financial Group, LLC | 2,338 | $916.2K | 0.16% | +16+0.7% | Added |
| Center For Asset Management LLC | 2,332 | $913.6K | 0.55% | +1,089+87.6% | Added |
| Captrust Financial Advisors | 2,326 | $911.5K | 0.00% | −361−13.4% | Reduced |
| Avidian Wealth Solutions, LLC | 2,325 | $911.0K | 0.04% | −49−2.1% | Reduced |
| Gotham Asset Management, LLC | 2,310 | $905.1K | 0.01% | −133−5.4% | Reduced |
| Daymark Wealth Partners, LLC | 2,250 | $881.6K | 0.04% | +200+9.8% | Added |
| Dana Investment Advisors, Inc. | 2,239 | $877.3K | 0.03% | −390−14.8% | Reduced |
| Citadel Investment Advisory, Inc. | 2,227 | $873.0K | 0.46% | −25−1.1% | Reduced |
| ING Groep NV | 2,181 | $854.6K | 0.00% | −3,194−59.4% | Reduced |
| Brinker Capital Investments, LLC | 2,129 | $834.3K | 0.01% | −47−2.2% | Reduced |
| Orion Portfolio Solutions, LLC | 2,129 | $834.3K | 0.01% | −47−2.2% | Reduced |
| Machina Capital S.A.S. | 2,124 | $832.2K | 0.33% | +2,124 | New |
| New Mexico Educational Retirement Board | 2,100 | $823.0K | 0.03% | −100−4.5% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 2,087 | $817.7K | 0.02% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 2,066 | $809.4K | 0.22% | +115+5.9% | Added |
| TFB Advisors LLC | 2,055 | $805.2K | 0.24% | +265+14.8% | Added |
| Avantax Advisory Services, Inc. | 2,038 | $798.5K | 0.01% | +724+55.1% | Added |
| Federation des caisses Desjardins du Quebec | 2,034 | $796.7K | 0.00% | −9,212−81.9% | Reduced |
| Petrus Trust Company, LTA | 2,015 | $789.5K | 0.08% | +2,015 | New |
| Traynor Capital Management, Inc. | 1,997 | $782.3K | 0.06% | 00.0% | Unchanged |
| Lingohr & Partner Asset Management GmbH | 1,962 | $769.0K | 1.86% | 00.0% | Unchanged |
| Greenwood Capital Associates LLC | 1,938 | $759.4K | 0.10% | −44−2.2% | Reduced |
| HB Wealth Management, LLC | 1,936 | $758.6K | 0.01% | −123−6.0% | Reduced |
| Capital Insight Partners, LLC | 1,928 | $755.4K | 0.13% | +72+3.9% | Added |
| Dakota Wealth Management | 1,913 | $749.6K | 0.02% | −97−4.8% | Reduced |
| Brophy Wealth Management, LLC | 1,912 | $749.2K | 0.27% | +1,912 | New |
| Perigon Wealth Management, LLC | 1,904 | $746.1K | 0.02% | +129+7.3% | Added |
| Neuberger Berman Group LLC | 1,901 | $744.9K | 0.00% | −110−5.5% | Reduced |
| Edgestream Partners, L.P. | 1,869 | $732.3K | 0.03% | −3,382−64.4% | Reduced |
| Transatlantique Private Wealth LLC | 1,849 | $724.3K | 0.28% | −261−12.4% | Reduced |
| Integrated Wealth Concepts LLC | 1,837 | $719.8K | 0.01% | +900+96.1% | Added |
| Two Sigma Securities, LLC | 1,814 | $710.8K | 0.06% | −607−25.1% | Reduced |
| Kestra Private Wealth Services, LLC | 1,811 | $709.6K | 0.01% | −562−23.7% | Reduced |
| MQS Management LLC | 1,804 | $706.9K | 0.39% | +1,804 | New |