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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.

Q4 2024 vs. Q3 2024

How the institutions holding Everest Group, Ltd. changed between Q3 2024 and Q4 2024.

All holders in Q4 2024All holders in Q3 2024

13F holders of EG: Q3 2024 compared with Q4 2024
MeasureQ3 2024Of which not filed for Q4 2024Q4 2024Change
Holders67512694+31
Shares40.5M143.1K40.4M+36.9K (+0.1%)
Value$15.8B$56.2M$14.6B−$1.16B (−7.3%)

12 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (96)

Institutions that held Everest Group, Ltd. at the end of Q4 2024 but not at the end of Q3 2024.

Institutions new to EG in Q4 2024
InstitutionSharesValue% of portfolio
Balyasny Asset Management LLC190,040$68.9M0.16%
Donald Smith & Co., Inc.155,440$56.3M1.35%
Point72 Asset Management, L.P.152,712$55.4M0.15%
Raymond James Financial Inc133,228$48.3M0.02%
Talaria Asset Management Pty Ltd78,400$28.4M7.32%
Aware Super Pty Ltd as trustee of Aware Super59,634$21.6M0.34%
Gillson Capital LP58,961$21.4M1.93%
Susquehanna Fundamental Investments, LLC48,220$17.5M0.29%
Universal- Beteiligungs- und Servicegesellschaft mbH34,755$12.6M0.02%
Alyeska Investment Group, L.P.30,000$10.9M0.04%
Fisher Funds Management LTD28,822$10.4M0.25%
Sone Capital Management, LLC27,160$9.84M1.25%
New Age Alpha Advisors, LLC24,610$8.92M0.36%
Nuance Investments, LLC19,982$7.24M0.29%
Winton Group Ltd16,119$5.84M0.39%
Police & Firemen's Retirement System of New Jersey15,437$5.60M0.05%
KLP Kapitalforvaltning AS14,641$5.31M0.03%
D. E. Shaw & Co., Inc.14,050$5.09M0.01%
Numerai GP LLC13,619$4.94M1.35%
Artisan Partners Limited Partnership13,267$4.81M0.01%
Jefferies Financial Group Inc.13,162$4.77M0.05%
Parallax Volatility Advisers, L.P.11,143$4.04M0.09%
Cary Street Partners Financial LLC10,367$3.76M0.12%
Hi-Line Capital Management, LLC10,352$3.75M1.64%
Lansforsakringar Fondforvaltning AB (publ)10,244$3.71M0.02%
Stance Capital LLC10,081$3.65M2.26%
Vident Advisory, LLC8,956$3.25M0.06%
Wolverine Trading, LLC8,702$3.13M0.07%
Mesirow Institutional Investment Management, Inc.8,179$2.96M0.23%
Voleon Capital Management LP7,585$2.75M0.20%
STRS Ohio6,918$2.51M0.01%
Vista Investment Partners II, LLC4,695$1.70M1.01%
Shay Capital LLC4,500$1.63M0.40%
Randolph Co Inc3,524$1.28M0.14%
PEAK6 LLC2,967$1.08M0.04%
Virtu Financial LLC2,790$1.01M0.05%
Nebula Research & Development LLC2,773$1.01M0.12%
Point72 Asia (Singapore) Pte. Ltd.2,511$910.2K0.24%
Hussman Strategic Advisors, Inc.2,100$761.2K0.22%
Ipswich Investment Management Co., Inc.2,100$761.2K0.18%
Silver Oak Securities, Inc2,005$721.2K0.07%
Readystate Asset Management LP1,739$630.3K0.03%
Fieldview Capital Management, LLC1,668$604.6K0.09%
Atria Investments LLC1,602$580.7K0.01%
Nomura Holdings Inc1,420$514.7K0.00%
Allstate Corp1,397$506.4K0.01%
Cornerstone Select Advisors, LLC1,244$450.9K0.43%
Assenagon Asset Management S.A.1,150$416.8K0.00%
Walleye Trading LLC974$353.0K0.01%
Wealthstar Advisors, LLC972$352.3K0.15%
Credit Capital Investments LLC900$326.2K0.42%
Atria Wealth Solutions, Inc.897$325.2K0.00%
Arete Wealth Advisors, LLC883$320.0K0.02%
Gitterman Wealth Management, LLC850$308.4K0.13%
VisionPoint Advisory Group, LLC838$304.5K0.10%
Horizon Advisory Services, Inc.800$290.0K0.17%
Howard Bailey Securities, LLC777$281.6K0.10%
Mma Asset Management LLC768$278.4K0.12%
Callan Family Office, LLC692$250.8K0.02%
Jain Global LLC682$247.2K0.01%
Gsa Capital Partners LLP677$245.0K0.02%
B.O.S.S. Retirement Advisors, LLC646$234.3K0.07%
MUFG Securities Americas Inc.635$230.2K0.03%
Family Wealth Group, LLC617$223.5K0.17%
Alpha Omega Wealth Management LLC611$221.5K0.04%
R Squared Ltd570$206.6K0.20%
Legacy Advisors, LLC568$205.9K0.02%
Baader Bank INC558$202.3K0.02%
Capital A Wealth Management, LLC379$137.4K0.23%
Park Square Financial Group, LLC288$104.4K0.07%
Caitong International Asset Management Co., Ltd201$72.9K0.07%
Arrowpoint Investment Partners (Singapore) Pte. Ltd.190$68.9K0.04%
MAI Capital Management181$65.7K0.00%
Optiver Holding B.V.142$51.5K0.00%
Fedenia Advisers LLC111$40.2K0.02%
WPG Advisers, LLC111$40.2K0.04%
Bayforest Capital Ltd87$31.5K0.04%
SBI Securities Co., Ltd.86$31.2K0.00%
Empirical Asset Management, LLC30,581$30.6K0.01%
Sunbelt Securities, Inc.80$28.8K0.00%
Whipplewood Advisors, LLC67$24.3K0.01%
Synergy Financial Management, LLC44$17.2K0.00%
Rakuten Securities, Inc.30$10.9K0.00%
Kestra Investment Management, LLC25$8.89K0.00%
Vermillion & White Wealth Management Group, LLC13$4.71K0.00%
Decker Retirement Planning Inc.11$3.99K0.00%
Cassady Schiller Wealth Management, LLC4$1.45K0.00%
Bogart Wealth, LLC3$1.09K0.00%
Sierra Ocean, LLC2$7250.00%
WealthTrak Capital Management LLC2$7250.00%
BOK Financial Private Wealth, Inc.1$3630.00%
Mowery & Schoenfeld Wealth Management, LLC1$3630.00%
Redwood Park Advisors LLC1$3630.00%
NewSquare Capital LLC1$3620.00%
Nemes Rush Group LLC1$3620.00%
Parkworth Wealth Management, Inc.1$3620.00%

Sold out (65)

Institutions that held Everest Group, Ltd. at the end of Q3 2024 and filed for Q4 2024 without it.

Institutions that sold out of EG in Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
Clark Capital Management Group, Inc.97,027$38.0M
Woodline Partners LP63,157$24.7M
Philadelphia Financial Management of San Francisco, LLC42,340$16.6M
Campbell & CO Investment Adviser LLC20,116$7.88M
SPX Equities Gestao de Recursos Ltda17,828$6.99M
Interval Partners, LP14,824$5.81M
Twinbeech Capital LP9,690$3.80M
Point72 Hong Kong Ltd7,673$3.01M
Aquatic Capital Management LLC7,520$2.95M
Channel Wealth LLC6,930$2.72M
Kingsview Wealth Management, LLC5,297$2.08M
HRT Financial LP4,918$1.93M
Engineers Gate Manager LP4,597$1.80M
Globeflex Capital L P4,307$1.69M
ISAM Funds (UK) Ltd4,031$1.58M
iA Global Asset Management Inc.4,031$1.58M
Brevan Howard Capital Management LP3,472$1.36M
Veriti Management LLC3,059$1.20M
Flputnam Investment Management Co3,116$1.16M
Quadrature Capital Ltd2,448$959.0K
Machina Capital S.A.S.2,124$832.2K
Kestra Private Wealth Services, LLC1,811$709.6K
MQS Management LLC1,804$706.9K
Marshall Wace, LLP1,770$693.5K
Cresset Asset Management, LLC1,588$622.4K
National Asset Management, Inc.1,497$588.7K
Kentucky Retirement Systems Insurance Trust Fund1,281$501.9K
Fox Run Management, L.L.C.1,097$429.8K
Axq Capital, LP1,048$410.6K
GTS Securities LLC920$360.5K
Westwood Holdings Group Inc.901$353.0K
Private Advisor Group, LLC850$333.1K
Impact Partnership Wealth, LLC833$326.5K
MBB Public Markets I LLC810$317.4K
Qsemble Capital Management, LP777$304.5K
Quantitative Investment Management, LLC723$283.0K
DoubleLine ETF Adviser LP665$260.6K
Crestline Management, LP654$256.3K
Equitable Holdings, Inc.576$225.7K
Envestnet Portfolio Solutions, Inc.561$219.7K
Burney Co545$213.5K
Wetherby Asset Management Inc542$212.4K
Dynasty Wealth Management, LLC539$211.1K
Clark Financial Services Group Inc536$210.0K
Headlands Technologies LLC154$60.3K
International Assets Investment Management, LLC22,726$58.0K
Aster Capital Management (DIFC) Ltd142$55.6K
Loomis Sayles & Co L P127$50.0K
American National Bank126$49.4K
Old Second National Bank of Aurora103$40.4K
NVWM, LLC66$25.9K
Richardson Financial Services Inc.55$21.0K
Baldwin Brothers Inc50$19.6K
Chelsea Counsel Co35$13.7K
Capital Performance Advisors LLP29$11.4K
Ashton Thomas Securities, LLC19$7.45K
Crewe Advisors LLC14$5.49K
Sugarloaf Wealth Management, LLC13$5.09K
True Wealth Design, LLC9$3.53K
WR Wealth Planners, LLC9$3.53K
Capital Analysts, LLC5$2.00K
Reuter James Wealth Management, LLC3$1.18K
Golden State Equity Partners3$1.17K
Salem Investment Counselors Inc2$784
Creekmur Asset Management LLC2$784

Not filed for Q4 2024 yet (12)

Institutions that held Everest Group, Ltd. at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding EG in Q3 2024 that haven't filed for Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
Scout Investments, Inc.73,063$28.8M
Raymond James & Associates31,966$12.5M
First Trust Investment Solutions L.P.17,795$6.97M
Cary Street Partners Asset Management LLC7,536$2.95M
Raymond James Financial Services Advisors, Inc.3,870$1.52M
PEAK6 Investments LLC3,778$1.48M
Brophy Wealth Management, LLC1,912$749.2K
Chartwell Investment Partners, LLC1,579$619.0K
Raymond James Trust N.A.1,434$561.9K
FinTrust Capital Advisors, LLC94$36.8K
M&R Capital Management Inc75$29.4K
Abich Financial Wealth Management LLC7$2.74K