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.
| 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, Q4 2024
Shares, value and share of portfolio for each institution holding Everest Group, Ltd.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Jones Financial Companies LLLP | 100 | $36.4K | 0.00% | +15+17.6% | Added |
| Thompson Investment Management, Inc. | 104 | $37.7K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 110 | $39.9K | 0.00% | 00.0% | Unchanged |
| Fedenia Advisers LLC | 111 | $40.2K | 0.02% | +111 | New |
| WPG Advisers, LLC | 111 | $40.2K | 0.04% | +111 | New |
| Whittier Trust Co of Nevada Inc | 115 | $41.7K | 0.00% | −38−24.8% | Reduced |
| Skopos Labs, Inc. | 120 | $43.5K | 0.01% | +20+20.0% | Added |
| GPS Wealth Strategies Group, LLC | 129 | $46.8K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 135 | $48.9K | 0.01% | +2+1.5% | Added |
| Optiver Holding B.V. | 142 | $51.5K | 0.00% | +142 | New |
| Key Financial Inc | 159 | $57.6K | 0.01% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 162 | $59.0K | 0.03% | −26−13.8% | Reduced |
| MAI Capital Management | 181 | $65.7K | 0.00% | +181 | New |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 190 | $68.9K | 0.04% | +190 | New |
| Farther Finance Advisors, LLC | 193 | $70.0K | 0.00% | −46−19.2% | Reduced |
| Bryn Mawr Trust Co | 195 | $70.7K | 0.00% | +32+19.6% | Added |
| Private Trust Co NA | 196 | $71.0K | 0.01% | +64+48.5% | Added |
| First Financial Corp | 200 | $72.5K | 0.03% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 201 | $72.9K | 0.07% | +201 | New |
| Quadrant Capital Group LLC | 202 | $73.2K | 0.01% | −20−9.0% | Reduced |
| EverSource Wealth Advisors, LLC | 211 | $76.5K | 0.00% | +64+43.5% | Added |
| Versant Capital Management, Inc | 240 | $87.0K | 0.02% | −2−0.8% | Reduced |
| Asset Dedication, LLC | 250 | $90.6K | 0.01% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 254 | $92.0K | 0.01% | −277−52.2% | Reduced |
| Ci Investments Inc. | 254 | $92.0K | 0.00% | −57−18.3% | Reduced |
| Penserra Capital Management LLC | 260 | $93.0K | 0.00% | +103+65.6% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 257 | $93.2K | 0.00% | +47+22.4% | Added |
| Park Square Financial Group, LLC | 288 | $104.4K | 0.07% | +288 | New |
| Signaturefd, LLC | 324 | $117.4K | 0.00% | −212−39.6% | Reduced |
| Ronald Blue Trust, Inc. | 350 | $126.9K | 0.00% | −102−22.6% | Reduced |
| Stephenson National Bank & Trust | 366 | $132.7K | 0.04% | +35+10.6% | Added |
| Capital A Wealth Management, LLC | 379 | $137.4K | 0.23% | +379 | New |
| Steward Partners Investment Advisory, LLC | 393 | $142.4K | 0.00% | +25+6.8% | Added |
| Hantz Financial Services, Inc. | 396 | $144.0K | 0.00% | −13−3.2% | Reduced |
| Grove Bank & Trust | 400 | $145.0K | 0.02% | −20−4.8% | Reduced |
| Bessemer Group Inc | 428 | $155.0K | 0.00% | −457−51.6% | Reduced |
| Ameritas Investment Partners, Inc. | 438 | $158.8K | 0.01% | 00.0% | Unchanged |
| Westpac Banking Corp | 485 | $175.8K | 0.01% | −558−53.5% | Reduced |
| Principal Securities, Inc. | 496 | $179.8K | 0.00% | −1,063−68.2% | Reduced |
| Webster Bank, N. A. | 500 | $181.2K | 0.02% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 503 | $182.3K | 0.17% | +1+0.2% | Added |
| Central Trust Co | 518 | $187.8K | 0.00% | +159+44.3% | Added |
| Walleye Capital LLC | 539 | $195.4K | 0.00% | +237+78.5% | Added |
| Spire Wealth Management | 539 | $195.4K | 0.01% | +533+8,883.3% | Added |
| Centaurus Financial, Inc. | 540 | $196.0K | 0.01% | −22−3.9% | Reduced |
| GAMMA Investing LLC | 545 | $197.5K | 0.02% | −308−36.1% | Reduced |
| Edge Capital Group, LLC | 553 | $200.4K | 0.01% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 553 | $200.8K | 0.07% | +4+0.7% | Added |
| Baader Bank INC | 558 | $202.3K | 0.02% | +558 | New |
| Scientech Research LLC | 561 | $203.3K | 0.06% | −1,014−64.4% | Reduced |
| Parallel Advisors, LLC | 561 | $203.3K | 0.00% | −7−1.2% | Reduced |
| Legacy Advisors, LLC | 568 | $205.9K | 0.02% | +568 | New |
| Somerset Trust Co | 569 | $206.2K | 0.08% | +5+0.9% | Added |
| R Squared Ltd | 570 | $206.6K | 0.20% | +570 | New |
| AlphaCentric Advisors LLC | 590 | $213.9K | 0.21% | −46−7.2% | Reduced |
| Ascent Group, LLC | 594 | $215.3K | 0.02% | −93−13.5% | Reduced |
| Colonial Trust Co | 597 | $216.4K | 0.03% | +350+141.7% | Added |
| Horizon Investments, LLC | 600 | $217.5K | 0.01% | +13+2.2% | Added |
| NEOS Investment Management LLC | 601 | $217.8K | 0.01% | −4−0.7% | Reduced |
| Profund Advisors LLC | 603 | $218.6K | 0.01% | −111−15.5% | Reduced |
| Alpha Omega Wealth Management LLC | 611 | $221.5K | 0.04% | +611 | New |
| Quent Capital, LLC | 611 | $221.6K | 0.02% | −33−5.1% | Reduced |
| Covestor Ltd | 614 | $223.0K | 0.14% | +94+18.1% | Added |
| Family Wealth Group, LLC | 617 | $223.5K | 0.17% | +617 | New |
| Smithfield Trust Co | 630 | $228.0K | 0.01% | 00.0% | Unchanged |
| Lido Advisors, LLC | 631 | $228.6K | 0.00% | +12+1.9% | Added |
| Cozad Asset Management Inc | 635 | $230.2K | 0.02% | −250−28.2% | Reduced |
| MUFG Securities Americas Inc. | 635 | $230.2K | 0.03% | +635 | New |
| GeoWealth Management, LLC | 645 | $233.6K | 0.01% | +578+862.7% | Added |
| B.O.S.S. Retirement Advisors, LLC | 646 | $234.3K | 0.07% | +646 | New |
| Texas Yale Capital Corp. | 650 | $235.6K | 0.01% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 654 | $237.0K | 0.02% | −13−1.9% | Reduced |
| Foundations Investment Advisors, LLC | 661 | $239.4K | 0.00% | +37+5.9% | Added |
| Leonteq Securities AG | 670 | $242.8K | 0.02% | −2−0.3% | Reduced |
| Red Door Wealth Management, LLC | 670 | $242.8K | 0.04% | +1+0.1% | Added |
| HFG Advisors, Inc. | 675 | $244.7K | 0.21% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 677 | $245.0K | 0.02% | +677 | New |
| Van Eck Associates Corp | 680 | $246.0K | 0.00% | +259+61.5% | Added |
| Jain Global LLC | 682 | $247.2K | 0.01% | +682 | New |
| Callan Family Office, LLC | 692 | $250.8K | 0.02% | +692 | New |
| Paragon Capital Management Ltd | 700 | $253.8K | 0.05% | −12−1.7% | Reduced |
| Moors & Cabot, Inc. | 704 | $255.2K | 0.01% | +6+0.9% | Added |
| Blackhawk Capital Partners LLC. | 706 | $255.9K | 0.13% | +160+29.3% | Added |
| Paradigm Financial Partners, LLC | 715 | $259.2K | 0.03% | −73−9.3% | Reduced |
| Wedmont Private Capital | 734 | $259.5K | 0.01% | +96+15.0% | Added |
| Lingohr & Partner Asset Management GmbH | 723 | $260.0K | 0.54% | −1,239−63.1% | Reduced |
| Proequities, Inc. | 715 | $260.1K | 0.01% | −187−20.7% | Reduced |
| CIBC World Markets Inc. | 722 | $262.0K | 0.00% | +198+37.8% | Added |
| Ancora Advisors, LLC | 725 | $262.8K | 0.01% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 728 | $263.9K | 0.00% | −43−5.6% | Reduced |
| Ramirez Asset Management, Inc. | 740 | $268.2K | 0.05% | 00.0% | Unchanged |
| Oversea-Chinese Banking CORP Ltd | 749 | $271.5K | 0.01% | −1,338−64.1% | Reduced |
| Mma Asset Management LLC | 768 | $278.4K | 0.12% | +768 | New |
| Two Sigma Securities, LLC | 772 | $279.8K | 0.05% | −1,042−57.4% | Reduced |
| Howard Bailey Securities, LLC | 777 | $281.6K | 0.10% | +777 | New |
| V-Square Quantitative Management LLC | 784 | $284.2K | 0.04% | +17+2.2% | Added |
| TrinityPoint Wealth, LLC | 789 | $286.0K | 0.04% | −92−10.4% | Reduced |
| Horizon Advisory Services, Inc. | 800 | $290.0K | 0.17% | +800 | New |
| Flagship Harbor Advisors, LLC | 813 | $294.8K | 0.02% | +88+12.1% | Added |
| Clarius Group, LLC | 840 | $304.5K | 0.02% | −15−1.8% | Reduced |