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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, Q4 2024

Institutional positions in Everest Group, Ltd. as of Dec 31, 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
694
+31 vs. Q3 2024
Shares held
40.4M
+36.9K (+0.1%) vs. Q3 2024
Total value
$14.6B
−$1.16B (−7.3%) vs. Q3 2024
New holders
96
262 more added
Sold out
65
244 more reduced

12 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2024: 694 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 heldQ4 2024: $14.6B
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, Q4 2024

Shares, value and share of portfolio for each institution holding Everest Group, Ltd.; share changes are against Q3 2024.

Institutions holding EG in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Y.D. More Investments Ltd55$550.00%+31+129.2%Added
Anchor Investment Management, LLC0$1350.00%0Unchanged
Aspect Partners, LLC1$3620.00%−2−66.7%Reduced
AdvisorNet Financial, Inc1$3620.00%00.0%Unchanged
NewSquare Capital LLC1$3620.00%+1New
Nemes Rush Group LLC1$3620.00%+1New
Parkworth Wealth Management, Inc.1$3620.00%+1New
TFC Financial Management1$3630.00%00.0%Unchanged
BOK Financial Private Wealth, Inc.1$3630.00%+1New
Mowery & Schoenfeld Wealth Management, LLC1$3630.00%+1New
Redwood Park Advisors LLC1$3630.00%+1New
Highline Wealth Partners LLC1$3660.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC1$4260.00%00.0%Unchanged
MCF Advisors LLC2$7250.00%00.0%Unchanged
Sierra Ocean, LLC2$7250.00%+2New
WealthTrak Capital Management LLC2$7250.00%+2New
Ogorek Anthony Joseph5$1.00K0.00%00.0%Unchanged
Picton Mahoney Asset Management3$1.00K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC2$1.00K0.00%+1+100.0%Added
Avion Wealth5$1.00K0.00%+3+150.0%Added
Investors Research Corp3$1.09K0.00%00.0%Unchanged
Bogart Wealth, LLC3$1.09K0.00%+3New
Prestige Wealth Management Group LLC3$1.09K0.00%−9−75.0%Reduced
Carolinas Wealth Consulting LLC3$1.09K0.00%00.0%Unchanged
Legacy Investment Solutions, LLC4$1.35K0.00%00.0%Unchanged
Legacy Wealth Managment, LLC4$1.35K0.00%00.0%Unchanged
Cassady Schiller Wealth Management, LLC4$1.45K0.00%+4New
Glen Eagle Advisors, LLC4$1.47K0.00%00.0%Unchanged
Raleigh Capital Management Inc.5$1.81K0.00%+3+150.0%Added
JNBA Financial Advisors6$2.17K0.00%00.0%Unchanged
CoreCap Advisors, LLC7$2.54K0.00%+6+600.0%Added
SJS Investment Consulting Inc.7$2.54K0.00%−3−30.0%Reduced
DiNuzzo Private Wealth, Inc.7$2.54K0.00%00.0%Unchanged
Global Financial Private Client, LLC8$2.90K0.00%+2+33.3%Added
Washington Trust Advisors, Inc.8$2.95K0.00%+1+14.3%Added
IFP Advisors, Inc3$3.26K0.00%−6−66.7%Reduced
Financial Management Professionals, Inc.9$3.26K0.00%−3−25.0%Reduced
WealthCollab, LLC9$3.26K0.00%−21−70.0%Reduced
Ransom Advisory, Ltd11$3.99K0.00%00.0%Unchanged
Decker Retirement Planning Inc.11$3.99K0.00%+11New
HM Payson & Co12$4.35K0.00%+5+71.4%Added
TD Waterhouse Canada Inc.13$4.71K0.00%00.0%Unchanged
Winch Advisory Services, LLC13$4.71K0.00%00.0%Unchanged
Raffa Wealth Management, LLC13$4.71K0.00%00.0%Unchanged
Sachetta, LLC13$4.71K0.00%00.0%Unchanged
Vermillion & White Wealth Management Group, LLC13$4.71K0.00%+13New
Manchester Capital Management LLC14$5.08K0.00%+7+100.0%Added
Rothschild Investment LLC15$5.44K0.00%+13+650.0%Added
Hemington Wealth Management22$7.00K0.00%+2+10.0%Added
Hollencrest Capital Management20$7.25K0.00%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC23$8.34K0.00%−14−37.8%Reduced
Fortitude Family Office, LLC23$8.34K0.00%+10+76.9%Added
Kestra Investment Management, LLC25$8.89K0.00%+25New
JFS Wealth Advisors, LLC26$9.42K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc27$9.79K0.00%00.0%Unchanged
MV Capital Management, Inc.27$9.79K0.00%−5−15.6%Reduced
Private Wealth Management Group, LLC27$9.79K0.00%−5−15.6%Reduced
Venturi Wealth Management, LLC28$10.2K0.00%−50−64.1%Reduced
Umb Bank N A30$10.9K0.00%−35−53.8%Reduced
Rakuten Securities, Inc.30$10.9K0.00%+30New
Harbour Investments, Inc.31$11.2K0.00%−15−32.6%Reduced
Atwood & Palmer Inc31$11.2K0.00%00.0%Unchanged
Zions Bancorporation, N.A.32$11.6K0.00%00.0%Unchanged
Caitlin John, LLC32$11.6K0.01%00.0%Unchanged
GW&K Investment Management, LLC33$12.0K0.00%−2−5.7%Reduced
Pathway Financial Advisers, LLC35$12.7K0.00%−13,679−99.7%Reduced
First Horizon Advisors, Inc.35$12.7K0.00%−15−30.0%Reduced
Larson Financial Group LLC38$13.8K0.00%+13+52.0%Added
Bell Investment Advisors, Inc39$14.1K0.00%+28+254.5%Added
Cary Street Partner Investment Advisory LLC40$14.5K0.01%−10,823−99.6%Reduced
Barrett & Company, Inc.40$14.5K0.01%00.0%Unchanged
TD Private Client Wealth LLC41$14.9K0.00%−2−4.7%Reduced
GHP Investment Advisors, Inc.41$14.9K0.00%00.0%Unchanged
CVA Family Office, LLC45$16.3K0.00%+14+45.2%Added
Synergy Financial Management, LLC44$17.2K0.00%+44New
Armstrong Advisory Group, Inc51$18.5K0.00%00.0%Unchanged
Riverview Trust Co55$19.9K0.02%00.0%Unchanged
Piscataqua Savings Bank56$20.3K0.02%00.0%Unchanged
Caldwell Trust Co62$22.5K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC64$23.2K0.00%00.0%Unchanged
Massmutual Trust Co FSB67$24.3K0.00%−37−35.6%Reduced
Whipplewood Advisors, LLC67$24.3K0.01%+67New
SRS Capital Advisors, Inc.70$25.4K0.00%−131−65.2%Reduced
Allworth Financial LP70$25.6K0.00%+2+2.9%Added
Smartleaf Asset Management LLC75$27.2K0.00%+16+27.1%Added
Global Retirement Partners, LLC77$27.9K0.00%−162−67.8%Reduced
Sunbelt Securities, Inc.80$28.8K0.00%+80New
Toth Financial Advisory Corp80$29.0K0.00%−50−38.5%Reduced
Trifecta Capital Advisors, LLC80$29.0K0.01%00.0%Unchanged
Heritage Wealth Advisors80$29.0K0.00%00.0%Unchanged
DT Investment Partners, LLC82$29.7K0.00%00.0%Unchanged
Cromwell Holdings LLC82$29.7K0.02%00.0%Unchanged
Empirical Asset Management, LLC30,581$30.6K0.01%+30,581New
Lindbrook Capital, LLC85$30.8K0.00%−3−3.4%Reduced
Bruce G. Allen Investments, LLC86$31.2K0.03%+8+10.3%Added
SBI Securities Co., Ltd.86$31.2K0.00%+86New
Bayforest Capital Ltd87$31.5K0.04%+87New
Eastern Bank90$32.6K0.00%00.0%Unchanged
Geneos Wealth Management Inc.91$33.0K0.00%00.0%Unchanged
Clearstead Advisors, LLC97$35.2K0.00%+10+11.5%Added