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 |
|---|---|---|---|---|---|
| Great Lakes Advisors, LLC | 1,802 | $706.1K | 0.01% | −3,617−66.7% | Reduced |
| Vontobel Holding Ltd. | 1,795 | $703.3K | 0.00% | −127−6.6% | Reduced |
| Norinchukin Bank, The | 1,778 | $696.7K | 0.02% | +247+16.1% | Added |
| Marshall Wace, LLP | 1,770 | $693.5K | 0.00% | +1,770 | New |
| Legend Financial Advisors, Inc. | 1,747 | $684.5K | 0.47% | −18−1.0% | Reduced |
| Bartlett & Co. Wealth Management LLC | 1,722 | $674.7K | 0.01% | −25−1.4% | Reduced |
| Unison Advisors LLC | 1,656 | $648.9K | 0.08% | +8+0.5% | Added |
| Cresset Asset Management, LLC | 1,588 | $622.4K | 0.00% | +86+5.7% | Added |
| Chartwell Investment Partners, LLC | 1,579 | $619.0K | 0.02% | −150−8.7% | Reduced |
| Scientech Research LLC | 1,575 | $617.1K | 0.12% | +1,575 | New |
| Principal Securities, Inc. | 1,559 | $610.9K | 0.01% | +340+27.9% | Added |
| Crossmark Global Holdings, Inc. | 1,548 | $607.0K | 0.01% | −806−34.2% | Reduced |
| National Bank of Canada | 1,542 | $604.2K | 0.00% | −312−16.8% | Reduced |
| Argent Trust Co | 1,535 | $601.5K | 0.02% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 1,503 | $588.9K | 0.53% | 00.0% | Unchanged |
| National Asset Management, Inc. | 1,497 | $588.7K | 0.02% | −921−38.1% | Reduced |
| Aull & Monroe Investment Management Corp | 1,500 | $587.7K | 0.27% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 1,490 | $583.3K | 0.01% | +55+3.8% | Added |
| Legacy Wealth Asset Management, LLC | 1,460 | $572.1K | 0.15% | +50+3.5% | Added |
| Raymond James Trust N.A. | 1,434 | $561.9K | 0.01% | +536+59.7% | Added |
| Investment Management Corp of Ontario | 1,428 | $559.5K | 0.01% | +126+9.7% | Added |
| Bank of Stockton | 1,413 | $553.7K | 0.17% | −197−12.2% | Reduced |
| Trail Ridge Investment Advisors, LLC | 1,422 | $548.4K | 0.26% | −24−1.7% | Reduced |
| Metis Global Partners, LLC | 1,396 | $547.0K | 0.02% | +27+2.0% | Added |
| GWM Advisors LLC | 1,396 | $546.9K | 0.00% | −213−13.2% | Reduced |
| First Hawaiian Bank | 1,392 | $545.4K | 0.02% | −28−2.0% | Reduced |
| Keybank National Association | 1,389 | $544.3K | 0.00% | +446+47.3% | Added |
| Sanctuary Advisors, LLC | 1,366 | $531.4K | 0.00% | +89+7.0% | Added |
| Heron Bay Capital Management | 1,317 | $516.0K | 0.11% | +26+2.0% | Added |
| Savant Capital, LLC | 1,316 | $515.5K | 0.00% | −1,880−58.8% | Reduced |
| E&G Advisors, LP | 1,315 | $513.9K | 0.14% | 00.0% | Unchanged |
| Independent Advisor Alliance | 1,301 | $509.8K | 0.02% | +1,301 | New |
| Rowland & Co Investment Counsel | 1,295 | $507.4K | 0.10% | −50−3.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,293 | $506.7K | 0.00% | +613+90.1% | Added |
| Lester Murray Antman dba SimplyRich | 1,293 | $506.0K | 0.14% | +505+64.1% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 1,281 | $501.9K | 0.03% | −121−8.6% | Reduced |
| Huntington National Bank | 1,243 | $487.0K | 0.00% | −6−0.5% | Reduced |
| Mather Group, LLC. | 1,215 | $476.2K | 0.01% | −25−2.0% | Reduced |
| Tokio Marine Asset Management Co Ltd | 1,214 | $475.7K | 0.02% | 00.0% | Unchanged |
| Truist Financial Corp | 1,210 | $474.0K | 0.00% | +44+3.8% | Added |
| Baird Financial Group, Inc. | 1,192 | $467.1K | 0.00% | −38−3.1% | Reduced |
| Advisors Asset Management, Inc. | 1,180 | $462.4K | 0.01% | −506−30.0% | Reduced |
| Greenleaf Trust | 1,169 | $458.0K | 0.00% | −58−4.7% | Reduced |
| Checchi Capital Advisers, LLC | 1,160 | $454.5K | 0.03% | −9−0.8% | Reduced |
| MML Investors Services, LLC | 1,143 | $448.0K | 0.00% | +297+35.1% | Added |
| Erste Asset Management GmbH | 1,100 | $434.7K | 0.01% | −200−15.4% | Reduced |
| Wellington Shields & Co., LLC | 1,100 | $431.0K | 0.13% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 1,097 | $429.8K | 0.10% | +1,097 | New |
| Peloton Wealth Strategists | 1,060 | $415.0K | 0.16% | +345+48.3% | Added |
| Axq Capital, LP | 1,048 | $410.6K | 0.12% | −238−18.5% | Reduced |
| Fifth Third Bancorp | 1,047 | $410.2K | 0.00% | +46+4.6% | Added |
| Westpac Banking Corp | 1,043 | $408.7K | 0.03% | −1,834−63.7% | Reduced |
| Atlas Capital Advisors LLC | 1,042 | $408.3K | 0.06% | +100+10.6% | Added |
| Abacus Planning Group, Inc. | 1,011 | $396.1K | 0.07% | +179+21.5% | Added |
| Csenge Advisory Group | 999 | $393.6K | 0.02% | −240−19.4% | Reduced |
| Worldquant Millennium Advisors LLC | 994 | $389.5K | 0.00% | +994 | New |
| Verdence Capital Advisors LLC | 992 | $388.7K | 0.03% | +992 | New |
| Cutter & CO Brokerage, Inc. | 988 | $387.0K | 0.09% | −13−1.3% | Reduced |
| Personal Cfo Solutions, LLC | 977 | $382.8K | 0.05% | −40−3.9% | Reduced |
| Pitcairn Co | 971 | $380.5K | 0.02% | −46−4.5% | Reduced |
| GTS Securities LLC | 920 | $360.5K | 0.01% | +62+7.2% | Added |
| Alps Advisors Inc | 917 | $359.3K | 0.00% | +8+0.9% | Added |
| Vestcor Inc | 911 | $357.0K | 0.01% | 00.0% | Unchanged |
| Forum Financial Management, LP | 911 | $357.0K | 0.01% | +1+0.1% | Added |
| Arkadios Wealth Advisors | 903 | $353.9K | 0.02% | +47+5.5% | Added |
| Proequities, Inc. | 902 | $353.4K | 0.02% | +546+153.4% | Added |
| Westwood Holdings Group Inc. | 901 | $353.0K | 0.00% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 896 | $351.1K | 0.01% | −96−9.7% | Reduced |
| Pensionmark Financial Group, LLC | 892 | $349.5K | 0.01% | +892 | New |
| Bessemer Group Inc | 885 | $347.0K | 0.00% | +158+21.7% | Added |
| Cozad Asset Management Inc | 885 | $346.8K | 0.03% | −320−26.6% | Reduced |
| TrinityPoint Wealth, LLC | 881 | $345.2K | 0.05% | +881 | New |
| CWA Asset Management Group, LLC | 867 | $339.7K | 0.02% | +867 | New |
| Clarius Group, LLC | 855 | $334.2K | 0.02% | +2+0.2% | Added |
| GAMMA Investing LLC | 853 | $334.2K | 0.03% | +164+23.8% | Added |
| Ieq Capital, LLC | 851 | $333.5K | 0.00% | −62−6.8% | Reduced |
| Private Advisor Group, LLC | 850 | $333.1K | 0.00% | +850 | New |
| Klingenstein Fields & Co LP | 850 | $333.1K | 0.01% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 849 | $333.0K | 0.00% | +849 | New |
| Impact Partnership Wealth, LLC | 833 | $326.5K | 0.07% | +833 | New |
| United Capital Financial Advisers, LLC | 829 | $324.8K | 0.00% | −6−0.7% | Reduced |
| D.A. Davidson & Co. | 820 | $321.4K | 0.00% | −211−20.5% | Reduced |
| Graham Capital Management, L.P. | 819 | $320.9K | 0.01% | +819 | New |
| MBB Public Markets I LLC | 810 | $317.4K | 0.03% | −2,563−76.0% | Reduced |
| Qsemble Capital Management, LP | 777 | $304.5K | 0.06% | −1,449−65.1% | Reduced |
| Sculati Wealth Management, LLC | 775 | $303.7K | 0.12% | +775 | New |
| EP Wealth Advisors, LLC | 771 | $302.1K | 0.00% | +771 | New |
| V-Square Quantitative Management LLC | 767 | $300.5K | 0.04% | +58+8.2% | Added |
| State of Wyoming | 766 | $300.1K | 0.04% | +617+414.1% | Added |
| Waterway Wealth Management, LLC | 752 | $294.7K | 0.13% | +752 | New |
| Paradigm Financial Partners, LLC | 788 | $292.1K | 0.04% | +18+2.3% | Added |
| Ramirez Asset Management, Inc. | 740 | $290.0K | 0.06% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 725 | $284.2K | 0.02% | +54+8.0% | Added |
| Ancora Advisors, LLC | 725 | $284.1K | 0.01% | 00.0% | Unchanged |
| Quantitative Investment Management, LLC | 723 | $283.0K | 0.03% | +723 | New |
| Profund Advisors LLC | 714 | $279.8K | 0.01% | +83+13.2% | Added |
| Paragon Capital Management Ltd | 712 | $279.1K | 0.05% | +4+0.6% | Added |
| Capstone Investment Advisors, LLC | 709 | $277.8K | 0.01% | −611−46.3% | Reduced |
| Moors & Cabot, Inc. | 698 | $273.5K | 0.01% | +3+0.4% | Added |
| Coldstream Capital Management Inc | 701 | $271.6K | 0.01% | +76+12.2% | Added |