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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
Riverview Trust Co55$21.6K0.02%00.0%Unchanged
Richardson Financial Services Inc.55$21.0K0.01%00.0%Unchanged
Armstrong Advisory Group, Inc51$20.0K0.00%+51New
Baldwin Brothers Inc50$19.6K0.00%+50New
First Horizon Advisors, Inc.50$19.6K0.00%+6+13.6%Added
Harbour Investments, Inc.46$18.0K0.00%00.0%Unchanged
TD Private Client Wealth LLC43$16.8K0.00%−7−14.0%Reduced
GHP Investment Advisors, Inc.41$16.1K0.00%+41New
Barrett & Company, Inc.40$15.7K0.01%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC37$14.5K0.00%00.0%Unchanged
GW&K Investment Management, LLC35$14.0K0.00%+7+25.0%Added
Chelsea Counsel Co35$13.7K0.01%00.0%Unchanged
Zions Bancorporation, N.A.32$12.5K0.00%−14−30.4%Reduced
Private Wealth Management Group, LLC32$12.5K0.00%−1−3.0%Reduced
MV Capital Management, Inc.32$12.5K0.00%00.0%Unchanged
CVA Family Office, LLC31$12.1K0.00%00.0%Unchanged
Atwood & Palmer Inc31$12.1K0.00%+31New
Caitlin John, LLC32$11.9K0.01%00.0%Unchanged
WealthCollab, LLC30$11.8K0.01%+2+7.1%Added
Capital Performance Advisors LLP29$11.4K0.00%+29New
Farmers & Merchants Investments Inc27$10.6K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC26$10.2K0.00%+1+4.0%Added
Larson Financial Group LLC25$9.80K0.00%+20+400.0%Added
Hollencrest Capital Management20$7.84K0.00%−115−85.2%Reduced
Ashton Thomas Securities, LLC19$7.45K0.00%+19New
Hemington Wealth Management20$7.00K0.00%+20New
Crewe Advisors LLC14$5.49K0.00%00.0%Unchanged
TD Waterhouse Canada Inc.13$5.15K0.00%−396−96.8%Reduced
Sachetta, LLC13$5.09K0.00%−2−13.3%Reduced
Winch Advisory Services, LLC13$5.09K0.00%00.0%Unchanged
Raffa Wealth Management, LLC13$5.09K0.00%00.0%Unchanged
Fortitude Family Office, LLC13$5.09K0.00%00.0%Unchanged
Sugarloaf Wealth Management, LLC13$5.09K0.00%+13New
Financial Management Professionals, Inc.12$5.00K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC12$4.70K0.00%00.0%Unchanged
Bell Investment Advisors, Inc11$4.31K0.00%−2−15.4%Reduced
Ransom Advisory, Ltd11$4.31K0.00%−19−63.3%Reduced
SJS Investment Consulting Inc.10$3.92K0.00%00.0%Unchanged
True Wealth Design, LLC9$3.53K0.00%−2,294−99.6%Reduced
WR Wealth Planners, LLC9$3.53K0.00%00.0%Unchanged
IFP Advisors, Inc9$3.52K0.00%−503−98.2%Reduced
Washington Trust Advisors, Inc.7$2.89K0.00%00.0%Unchanged
Manchester Capital Management LLC7$2.74K0.00%−11−61.1%Reduced
DiNuzzo Private Wealth, Inc.7$2.74K0.00%00.0%Unchanged
HM Payson & Co7$2.74K0.00%+7New
Abich Financial Wealth Management LLC7$2.74K0.01%+7New
JNBA Financial Advisors6$2.35K0.00%00.0%Unchanged
Spire Wealth Management6$2.35K0.00%00.0%Unchanged
Global Financial Private Client, LLC6$2.35K0.00%+6New
Capital Analysts, LLC5$2.00K0.00%00.0%Unchanged
Glen Eagle Advisors, LLC4$1.58K0.00%00.0%Unchanged
Legacy Investment Solutions, LLC4$1.48K0.00%+4New
Legacy Wealth Managment, LLC4$1.48K0.00%+4New
Carolinas Wealth Consulting LLC3$1.18K0.00%00.0%Unchanged
Investors Research Corp3$1.18K0.00%00.0%Unchanged
Aspect Partners, LLC3$1.18K0.00%00.0%Unchanged
Reuter James Wealth Management, LLC3$1.18K0.00%+3New
Golden State Equity Partners3$1.17K0.00%+3New
Ogorek Anthony Joseph5$1.00K0.00%+5New
Picton Mahoney Asset Management3$1.00K0.00%+3New
Salem Investment Counselors Inc2$7840.00%00.0%Unchanged
Rothschild Investment LLC2$7840.00%00.0%Unchanged
Raleigh Capital Management Inc.2$7840.00%00.0%Unchanged
MCF Advisors LLC2$7840.00%+2New
Creekmur Asset Management LLC2$7840.00%+2New
Kayne Anderson Rudnick Investment Management LLC1$4600.00%00.0%Unchanged
Highline Wealth Partners LLC1$3940.00%00.0%Unchanged
TFC Financial Management1$3920.00%00.0%Unchanged
CoreCap Advisors, LLC1$3920.00%00.0%Unchanged
AdvisorNet Financial, Inc1$3920.00%+1New
Anchor Investment Management, LLC0$1460.00%0New
Pathway Financial Advisers, LLC13,714$350.00%+13,679+39,082.9%Added
Y.D. More Investments Ltd24$250.00%−8−25.0%Reduced
Capital Advisors, Ltd. LLC1$00.00%−4−80.0%Reduced
Avion Wealth2$00.00%00.0%Unchanged
Moran Wealth Management, LLC0$00.00%−30,353−100.0%Sold out
Bokf, NA0$00.00%−11,576−100.0%Sold out
Dupree Financial Group, LLC0$00.00%−10,927−100.0%Sold out
Seven Eight Capital, LP0$00.00%−6,227−100.0%Sold out
STRS Ohio0$00.00%−5,725−100.0%Sold out
Dynamic Advisor Solutions LLC0$00.00%−4,803−100.0%Sold out
FORA Capital, LLC0$00.00%−3,515−100.0%Sold out
Perpetual Ltd0$00.00%−2,877−100.0%Sold out
WealthTrust Asset Management, LLC0$00.00%−2,770−100.0%Sold out
Wexford Capital LP0$00.00%−2,100−100.0%Sold out
Acadian Asset Management LLC0$00.00%−1,581−100.0%Sold out
Nebula Research & Development LLC0$00.00%−1,535−100.0%Sold out
New Wave Wealth Advisors LLC0$00.00%−1,299−100.0%Sold out
Ossiam0$00.00%−1,293−100.0%Sold out
ClearAlpha Technologies LP0$00.00%−1,270−100.0%Sold out
Stephens Inc0$00.00%−1,235−100.0%Sold out
MAI Capital Management0$00.00%−1,037−100.0%Sold out
We Are One Seven, LLC0$00.00%−1,004−100.0%Sold out
Asahi Life Asset Management Co., Ltd.0$00.00%−870−100.0%Sold out
Teacher Retirement System of Texas0$00.00%−846−100.0%Sold out
Inceptionr LLC0$00.00%−829−100.0%Sold out
Clare Market Investments LLC0$00.00%−750−100.0%Sold out
Banque Cantonale Vaudoise0$00.00%−745−100.0%Sold out
Lake Street Financial LLC0$00.00%−734−100.0%Sold out
American Trust0$00.00%−720−100.0%Sold out