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 |
|---|---|---|---|---|---|
| VisionPoint Advisory Group, LLC | 838 | $304.5K | 0.10% | +838 | New |
| Klingenstein Fields & Co LP | 850 | $308.1K | 0.01% | 00.0% | Unchanged |
| Gitterman Wealth Management, LLC | 850 | $308.4K | 0.13% | +850 | New |
| RSM US Wealth Management LLC | 862 | $310.1K | 0.00% | +239+38.4% | Added |
| Abn Amro Investment Solutions | 869 | $315.0K | 0.01% | −8,299−90.5% | Reduced |
| Personal Cfo Solutions, LLC | 872 | $316.1K | 0.06% | −105−10.7% | Reduced |
| Arete Wealth Advisors, LLC | 883 | $320.0K | 0.02% | +883 | New |
| CWA Asset Management Group, LLC | 888 | $321.9K | 0.02% | +21+2.4% | Added |
| United Capital Financial Advisers, LLC | 888 | $321.9K | 0.00% | +59+7.1% | Added |
| Atria Wealth Solutions, Inc. | 897 | $325.2K | 0.00% | +897 | New |
| Siemens Fonds Invest GmbH | 906 | $325.9K | 0.03% | +308+51.5% | Added |
| Credit Capital Investments LLC | 900 | $326.2K | 0.42% | +900 | New |
| Arkadios Wealth Advisors | 903 | $327.4K | 0.02% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 903 | $327.4K | 0.03% | −3,584−79.9% | Reduced |
| Vestcor Inc | 911 | $330.0K | 0.01% | 00.0% | Unchanged |
| Alps Advisors Inc | 917 | $332.4K | 0.00% | 00.0% | Unchanged |
| Pitcairn Co | 936 | $339.3K | 0.02% | −35−3.6% | Reduced |
| Forum Financial Management, LP | 938 | $340.0K | 0.01% | +27+3.0% | Added |
| Sit Investment Associates Inc | 947 | $343.0K | 0.01% | −3,225−77.3% | Reduced |
| Coldstream Capital Management Inc | 952 | $345.1K | 0.01% | +251+35.8% | Added |
| Wealthstar Advisors, LLC | 972 | $352.3K | 0.15% | +972 | New |
| Cutter & CO Brokerage, Inc. | 973 | $352.7K | 0.09% | −15−1.5% | Reduced |
| Walleye Trading LLC | 974 | $353.0K | 0.01% | +974 | New |
| Fifth Third Bancorp | 975 | $353.4K | 0.00% | −72−6.9% | Reduced |
| Erste Asset Management GmbH | 1,000 | $359.9K | 0.00% | −100−9.1% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 995 | $360.3K | 0.00% | −495−33.2% | Reduced |
| Boston Trust Walden Corp | 1,000 | $362.5K | 0.00% | −31,886−97.0% | Reduced |
| Blueshift Asset Management, LLC | 1,015 | $367.9K | 0.13% | +396+64.0% | Added |
| EntryPoint Capital, LLC | 1,039 | $376.6K | 0.16% | +523+101.4% | Added |
| Atlas Capital Advisors LLC | 1,042 | $377.7K | 0.05% | 00.0% | Unchanged |
| Csenge Advisory Group | 1,056 | $382.8K | 0.02% | +57+5.7% | Added |
| Vinva Investment Management Ltd | 1,069 | $384.5K | 0.02% | −9,797−90.2% | Reduced |
| Pensionmark Financial Group, LLC | 1,062 | $384.8K | 0.01% | +170+19.1% | Added |
| Waterway Wealth Management, LLC | 1,062 | $385.0K | 0.17% | +310+41.2% | Added |
| Verdence Capital Advisors LLC | 1,069 | $387.5K | 0.03% | +77+7.8% | Added |
| Mesirow Financial Investment Management, Inc. | 1,071 | $388.2K | 0.01% | +402+60.1% | Added |
| Advisors Asset Management, Inc. | 1,087 | $394.0K | 0.01% | −93−7.9% | Reduced |
| Wellington Shields & Co., LLC | 1,100 | $398.7K | 0.12% | 00.0% | Unchanged |
| Independent Advisor Alliance | 1,136 | $411.6K | 0.01% | −165−12.7% | Reduced |
| Bank of Stockton | 1,140 | $413.2K | 0.13% | −273−19.3% | Reduced |
| Sculati Wealth Management, LLC | 1,143 | $414.3K | 0.16% | +368+47.5% | Added |
| Assenagon Asset Management S.A. | 1,150 | $416.8K | 0.00% | +1,150 | New |
| Huntington National Bank | 1,153 | $417.9K | 0.00% | −90−7.2% | Reduced |
| Checchi Capital Advisers, LLC | 1,165 | $422.3K | 0.03% | +5+0.4% | Added |
| Baird Financial Group, Inc. | 1,201 | $435.3K | 0.00% | +9+0.8% | Added |
| Greenleaf Trust | 1,213 | $439.7K | 0.00% | +44+3.8% | Added |
| Tokio Marine Asset Management Co Ltd | 1,214 | $440.0K | 0.02% | 00.0% | Unchanged |
| Investment Management Corp of Ontario | 1,228 | $445.1K | 0.01% | −200−14.0% | Reduced |
| Mather Group, LLC. | 1,231 | $446.3K | 0.01% | +16+1.3% | Added |
| Cornerstone Select Advisors, LLC | 1,244 | $450.9K | 0.43% | +1,244 | New |
| E&G Advisors, LP | 1,265 | $458.6K | 0.12% | −50−3.8% | Reduced |
| Abacus Planning Group, Inc. | 1,293 | $468.7K | 0.08% | +282+27.9% | Added |
| Rowland & Co Investment Counsel | 1,295 | $469.4K | 0.10% | 00.0% | Unchanged |
| Blair William & Co | 1,299 | $470.9K | 0.00% | −3,325−71.9% | Reduced |
| Sanctuary Advisors, LLC | 1,338 | $471.1K | 0.00% | −28−2.0% | Reduced |
| Keybank National Association | 1,318 | $477.7K | 0.00% | −71−5.1% | Reduced |
| Heron Bay Capital Management | 1,327 | $481.0K | 0.10% | +10+0.8% | Added |
| Lester Murray Antman dba SimplyRich | 1,328 | $481.0K | 0.14% | +35+2.7% | Added |
| Savant Capital, LLC | 1,338 | $484.8K | 0.00% | +22+1.7% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 1,385 | $502.0K | 0.02% | +489+54.6% | Added |
| First Hawaiian Bank | 1,392 | $504.5K | 0.02% | 00.0% | Unchanged |
| Allstate Corp | 1,397 | $506.4K | 0.01% | +1,397 | New |
| Catalyst Funds Management Pty Ltd | 1,400 | $507.4K | 0.13% | +1,200+600.0% | Added |
| AXA S.A. | 1,404 | $508.9K | 0.00% | −5,567−79.9% | Reduced |
| Great Lakes Advisors, LLC | 1,417 | $513.6K | 0.00% | −385−21.4% | Reduced |
| Nomura Holdings Inc | 1,420 | $514.7K | 0.00% | +1,420 | New |
| Trail Ridge Investment Advisors, LLC | 1,422 | $515.4K | 0.24% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 1,450 | $525.6K | 0.14% | −10−0.7% | Reduced |
| MeadowBrook Investment Advisors LLC | 1,478 | $535.7K | 0.47% | −25−1.7% | Reduced |
| Peloton Wealth Strategists | 1,480 | $536.0K | 0.22% | +420+39.6% | Added |
| Aull & Monroe Investment Management Corp | 1,500 | $543.7K | 0.28% | 00.0% | Unchanged |
| Argent Trust Co | 1,535 | $556.4K | 0.02% | 00.0% | Unchanged |
| Atria Investments LLC | 1,602 | $580.7K | 0.01% | +1,602 | New |
| Ieq Capital, LLC | 1,614 | $585.1K | 0.01% | +763+89.7% | Added |
| Integrated Wealth Concepts LLC | 1,627 | $589.8K | 0.01% | −210−11.4% | Reduced |
| Tudor Investment Corp Et Al | 1,637 | $593.3K | 0.01% | −52,081−97.0% | Reduced |
| State of Wyoming | 1,663 | $602.8K | 0.08% | +897+117.1% | Added |
| Unison Advisors LLC | 1,664 | $603.1K | 0.07% | +8+0.5% | Added |
| Fieldview Capital Management, LLC | 1,668 | $604.6K | 0.09% | +1,668 | New |
| Transatlantique Private Wealth LLC | 1,674 | $606.7K | 0.23% | −175−9.5% | Reduced |
| Bartlett & Co. Wealth Management LLC | 1,722 | $624.2K | 0.01% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 1,722 | $624.2K | 0.00% | −179−9.4% | Reduced |
| Petrus Trust Company, LTA | 1,732 | $627.8K | 0.06% | −283−14.0% | Reduced |
| Readystate Asset Management LP | 1,739 | $630.3K | 0.03% | +1,739 | New |
| Vontobel Holding Ltd. | 1,745 | $632.5K | 0.00% | −50−2.8% | Reduced |
| MML Investors Services, LLC | 1,758 | $637.0K | 0.00% | +615+53.8% | Added |
| Federation des caisses Desjardins du Quebec | 1,778 | $644.1K | 0.00% | −256−12.6% | Reduced |
| Greenwood Capital Associates LLC | 1,814 | $657.5K | 0.09% | −124−6.4% | Reduced |
| Avantax Advisory Services, Inc. | 1,856 | $672.6K | 0.00% | −182−8.9% | Reduced |
| Legend Financial Advisors, Inc. | 1,860 | $674.2K | 0.48% | +113+6.5% | Added |
| Perigon Wealth Management, LLC | 1,889 | $680.7K | 0.02% | −15−0.8% | Reduced |
| Capstone Investment Advisors, LLC | 1,898 | $687.9K | 0.01% | +1,189+167.7% | Added |
| Norinchukin Bank, The | 1,927 | $698.5K | 0.01% | +149+8.4% | Added |
| GWM Advisors LLC | 1,928 | $698.7K | 0.00% | +532+38.1% | Added |
| ING Groep NV | 1,942 | $703.9K | 0.00% | −239−11.0% | Reduced |
| Dakota Wealth Management | 1,945 | $705.0K | 0.02% | +32+1.7% | Added |
| Silver Oak Securities, Inc | 2,005 | $721.2K | 0.07% | +2,005 | New |
| TFB Advisors LLC | 1,990 | $721.3K | 0.21% | −65−3.2% | Reduced |
| D.A. Davidson & Co. | 2,018 | $731.6K | 0.01% | +1,198+146.1% | Added |
| Graham Capital Management, L.P. | 2,022 | $732.9K | 0.02% | +1,203+146.9% | Added |