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 |
|---|---|---|---|---|---|
| Ascent Group, LLC | 687 | $269.2K | 0.02% | +101+17.2% | Added |
| HFG Advisors, Inc. | 675 | $264.5K | 0.23% | 00.0% | Unchanged |
| Leonteq Securities AG | 672 | $263.3K | 0.03% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 669 | $262.2K | 0.01% | +669 | New |
| Red Door Wealth Management, LLC | 669 | $262.1K | 0.04% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 667 | $261.4K | 0.02% | +667 | New |
| DoubleLine ETF Adviser LP | 665 | $260.6K | 0.06% | −51−7.1% | Reduced |
| Crestline Management, LP | 654 | $256.3K | 0.01% | +654 | New |
| Texas Yale Capital Corp. | 650 | $254.7K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 644 | $252.9K | 0.03% | +7+1.1% | Added |
| AlphaCentric Advisors LLC | 636 | $249.2K | 0.19% | −23−3.5% | Reduced |
| Smithfield Trust Co | 630 | $247.0K | 0.01% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 623 | $246.9K | 0.00% | +623 | New |
| Foundations Investment Advisors, LLC | 624 | $244.7K | 0.01% | +624 | New |
| Lido Advisors, LLC | 619 | $242.6K | 0.00% | +8+1.3% | Added |
| Blueshift Asset Management, LLC | 619 | $242.5K | 0.06% | −242−28.1% | Reduced |
| Wedmont Private Capital | 638 | $237.7K | 0.01% | +29+4.8% | Added |
| NEOS Investment Management LLC | 605 | $237.1K | 0.01% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 598 | $234.3K | 0.02% | +598 | New |
| Horizon Investments, LLC | 587 | $230.0K | 0.01% | −49−7.7% | Reduced |
| Equitable Holdings, Inc. | 576 | $225.7K | 0.00% | +576 | New |
| Parallel Advisors, LLC | 568 | $222.6K | 0.01% | −43−7.0% | Reduced |
| Somerset Trust Co | 564 | $221.0K | 0.08% | +18+3.3% | Added |
| Centaurus Financial, Inc. | 562 | $220.0K | 0.01% | +562 | New |
| Envestnet Portfolio Solutions, Inc. | 561 | $219.7K | 0.00% | −193−25.6% | Reduced |
| Edge Capital Group, LLC | 553 | $216.7K | 0.01% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 549 | $215.1K | 0.06% | −24−4.2% | Reduced |
| Blackhawk Capital Partners LLC. | 546 | $213.9K | 0.11% | +546 | New |
| Burney Co | 545 | $213.5K | 0.01% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 542 | $212.4K | 0.01% | −7−1.3% | Reduced |
| Dynasty Wealth Management, LLC | 539 | $211.1K | 0.01% | −3−0.6% | Reduced |
| Signaturefd, LLC | 536 | $210.0K | 0.00% | +182+51.4% | Added |
| Clark Financial Services Group Inc | 536 | $210.0K | 0.19% | +536 | New |
| Transamerica Financial Advisors, Inc. | 531 | $208.0K | 0.02% | +519+4,325.0% | Added |
| CIBC World Markets Inc. | 524 | $205.0K | 0.00% | +524 | New |
| Covestor Ltd | 520 | $204.0K | 0.13% | +43+9.0% | Added |
| EntryPoint Capital, LLC | 516 | $202.2K | 0.12% | +318+160.6% | Added |
| Chesapeake Asset Management LLC | 502 | $196.7K | 0.17% | −502−50.0% | Reduced |
| Webster Bank, N. A. | 500 | $195.9K | 0.02% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 452 | $172.2K | 0.00% | +290+179.0% | Added |
| Ameritas Investment Partners, Inc. | 438 | $171.6K | 0.01% | −44−9.1% | Reduced |
| Grove Bank & Trust | 420 | $164.6K | 0.02% | −7−1.6% | Reduced |
| Van Eck Associates Corp | 421 | $162.0K | 0.00% | +24+6.0% | Added |
| Hantz Financial Services, Inc. | 409 | $160.0K | 0.00% | +2+0.5% | Added |
| Steward Partners Investment Advisory, LLC | 368 | $144.2K | 0.00% | +31+9.2% | Added |
| Central Trust Co | 359 | $140.7K | 0.00% | −132−26.9% | Reduced |
| Stephenson National Bank & Trust | 331 | $129.7K | 0.04% | −11−3.2% | Reduced |
| Ci Investments Inc. | 311 | $122.0K | 0.00% | +83+36.4% | Added |
| Walleye Capital LLC | 302 | $118.3K | 0.00% | −892−74.7% | Reduced |
| Asset Dedication, LLC | 250 | $98.0K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 247 | $96.8K | 0.01% | +1+0.4% | Added |
| Versant Capital Management, Inc | 242 | $94.8K | 0.02% | +3+1.3% | Added |
| Farther Finance Advisors, LLC | 239 | $93.7K | 0.00% | +19+8.6% | Added |
| Global Retirement Partners, LLC | 239 | $93.6K | 0.00% | +51+27.1% | Added |
| Quadrant Capital Group LLC | 222 | $87.0K | 0.01% | −54−19.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 210 | $82.3K | 0.00% | −27−11.4% | Reduced |
| SRS Capital Advisors, Inc. | 201 | $78.8K | 0.01% | 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 |
| Sentry Investment Management LLC | 188 | $74.0K | 0.03% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 163 | $63.9K | 0.00% | +163 | New |
| Key Financial Inc | 159 | $62.3K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 157 | $61.0K | 0.00% | +1+0.6% | Added |
| Headlands Technologies LLC | 154 | $60.3K | 0.01% | −82−34.7% | Reduced |
| Whittier Trust Co of Nevada Inc | 153 | $59.9K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 22,726 | $58.0K | 0.00% | +22,726 | New |
| EverSource Wealth Advisors, LLC | 147 | $57.6K | 0.00% | −105−41.7% | Reduced |
| Aster Capital Management (DIFC) Ltd | 142 | $55.6K | 0.01% | +142 | New |
| Parkside Financial Bank & Trust | 133 | $52.1K | 0.01% | −2−1.5% | Reduced |
| Private Trust Co NA | 132 | $51.7K | 0.01% | +45+51.7% | Added |
| Toth Financial Advisory Corp | 130 | $50.9K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 129 | $50.5K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 127 | $50.0K | 0.00% | −88−40.9% | Reduced |
| American National Bank | 126 | $49.4K | 0.01% | +56+80.0% | Added |
| Montag A & Associates Inc | 110 | $43.1K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 104 | $40.8K | 0.00% | −11−9.6% | Reduced |
| Thompson Investment Management, Inc. | 104 | $40.8K | 0.01% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 103 | $40.4K | 0.01% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 100 | $39.2K | 0.01% | +100 | New |
| FinTrust Capital Advisors, LLC | 94 | $36.8K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 91 | $35.7K | 0.00% | +91 | New |
| Eastern Bank | 90 | $35.3K | 0.00% | +90 | New |
| Lindbrook Capital, LLC | 88 | $34.5K | 0.00% | −31−26.1% | Reduced |
| Clearstead Advisors, LLC | 87 | $34.1K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 85 | $33.7K | 0.00% | +21+32.8% | Added |
| DT Investment Partners, LLC | 82 | $32.1K | 0.00% | −9−9.9% | Reduced |
| Cromwell Holdings LLC | 82 | $32.1K | 0.02% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 80 | $31.3K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 80 | $31.3K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 78 | $30.6K | 0.00% | −8−9.3% | Reduced |
| Bruce G. Allen Investments, LLC | 78 | $30.6K | 0.02% | +52+200.0% | Added |
| M&R Capital Management Inc | 75 | $29.4K | 0.01% | +75 | New |
| Allworth Financial LP | 68 | $26.7K | 0.00% | −7−9.3% | Reduced |
| GeoWealth Management, LLC | 67 | $26.3K | 0.00% | +67 | New |
| NVWM, LLC | 66 | $25.9K | 0.01% | +3+4.8% | Added |
| Umb Bank N A | 65 | $25.5K | 0.00% | +6+10.2% | Added |
| Moisand Fitzgerald Tamayo, LLC | 64 | $25.1K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 62 | $24.3K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 59 | $23.5K | 0.00% | +40+210.5% | Added |
| Piscataqua Savings Bank | 56 | $21.9K | 0.02% | 00.0% | Unchanged |