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 |
|---|---|---|---|---|---|
| Chesley Taft & Associates LLC | 2,027 | $734.7K | 0.03% | −560−21.6% | Reduced |
| Centiva Capital, LP | 2,035 | $737.6K | 0.03% | −3,616−64.0% | Reduced |
| Capital Insight Partners, LLC | 2,063 | $747.8K | 0.13% | +135+7.0% | Added |
| Worldquant Millennium Advisors LLC | 2,077 | $752.8K | 0.00% | +1,083+109.0% | Added |
| Guggenheim Capital LLC | 2,077 | $752.8K | 0.01% | −6,490−75.8% | Reduced |
| Dana Investment Advisors, Inc. | 2,083 | $755.0K | 0.02% | −156−7.0% | Reduced |
| New Mexico Educational Retirement Board | 2,100 | $761.0K | 0.03% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 2,100 | $761.2K | 0.22% | +2,100 | New |
| Ipswich Investment Management Co., Inc. | 2,100 | $761.2K | 0.18% | +2,100 | New |
| Renaissance Group LLC | 2,110 | $764.7K | 0.03% | −424−16.7% | Reduced |
| Elevated Capital Advisors, LLC | 2,193 | $794.9K | 0.22% | +127+6.1% | Added |
| Citadel Investment Advisory, Inc. | 2,227 | $807.0K | 0.42% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 2,250 | $815.5K | 0.03% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 2,260 | $819.2K | 0.01% | +324+16.7% | Added |
| Securian Asset Management, Inc | 2,286 | $828.6K | 0.02% | −100−4.2% | Reduced |
| Louisiana State Employees Retirement System | 2,300 | $833.7K | 0.02% | −100−4.2% | Reduced |
| Synovus Financial Corp | 2,322 | $841.7K | 0.01% | −2,239−49.1% | Reduced |
| Center For Asset Management LLC | 2,354 | $853.1K | 0.55% | +22+0.9% | Added |
| O'Shaughnessy Asset Management, LLC | 2,366 | $857.6K | 0.01% | −98−4.0% | Reduced |
| Metis Global Partners, LLC | 2,368 | $858.3K | 0.03% | +972+69.6% | Added |
| M&T Bank Corp | 2,376 | $860.9K | 0.00% | −240−9.2% | Reduced |
| Maryland State Retirement & Pension System | 2,382 | $863.4K | 0.02% | −83−3.4% | Reduced |
| PAX Financial Group, LLC | 2,393 | $867.4K | 0.16% | +55+2.4% | Added |
| Avidian Wealth Solutions, LLC | 2,401 | $870.3K | 0.04% | +76+3.3% | Added |
| Commerce Bank | 2,404 | $871.4K | 0.01% | +14+0.6% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 2,443 | $885.5K | 0.02% | −1,151−32.0% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 2,511 | $910.2K | 0.24% | +2,511 | New |
| CIBC Private Wealth Group, LLC | 2,483 | $914.8K | 0.00% | −135−5.2% | Reduced |
| SG Americas Securities, LLC | 2,570 | $932.0K | 0.00% | −21,986−89.5% | Reduced |
| Captrust Financial Advisors | 2,588 | $938.2K | 0.00% | +262+11.3% | Added |
| NorthCrest Asset Manangement, LLC | 2,605 | $944.2K | 0.03% | −4−0.2% | Reduced |
| Gotham Asset Management, LLC | 2,617 | $948.6K | 0.01% | +307+13.3% | Added |
| Traynor Capital Management, Inc. | 2,628 | $952.6K | 0.07% | +631+31.6% | Added |
| BNP Paribas | 2,670 | $959.1K | 0.04% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 2,678 | $970.9K | 0.04% | +77+3.0% | Added |
| Cetera Investment Advisers | 2,771 | $1.00M | 0.00% | −2,483−47.3% | Reduced |
| Nebula Research & Development LLC | 2,773 | $1.01M | 0.12% | +2,773 | New |
| Old National Bancorp | 2,776 | $1.01M | 0.02% | −734−20.9% | Reduced |
| Lecap Asset Management Ltd | 2,786 | $1.01M | 0.27% | −5,300−65.5% | Reduced |
| Virtu Financial LLC | 2,790 | $1.01M | 0.05% | +2,790 | New |
| Exchange Traded Concepts, LLC | 2,801 | $1.02M | 0.02% | +375+15.5% | Added |
| Everence Capital Management Inc | 2,840 | $1.03M | 0.07% | 00.0% | Unchanged |
| Verition Fund Management LLC | 2,945 | $1.07M | 0.01% | −613−17.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 2,957 | $1.07M | 0.00% | +46+1.6% | Added |
| PEAK6 LLC | 2,967 | $1.08M | 0.04% | +2,967 | New |
| Kentucky Retirement Systems | 2,974 | $1.08M | 0.03% | −41−1.4% | Reduced |
| Brinker Capital Investments, LLC | 2,980 | $1.08M | 0.01% | +851+40.0% | Added |
| Orion Portfolio Solutions, LLC | 2,980 | $1.08M | 0.01% | +851+40.0% | Added |
| Dark Forest Capital Management LP | 3,071 | $1.11M | 0.16% | −99−3.1% | Reduced |
| La Banque Postale Asset Management SA | 3,075 | $1.11M | 0.02% | 00.0% | Unchanged |
| BayBridge Capital Group, LLC | 3,140 | $1.14M | 0.83% | +204+6.9% | Added |
| Tower Research Capital LLC (TRC) | 3,145 | $1.14M | 0.02% | +650+26.1% | Added |
| Teachers Retirement System of the State of Kentucky | 3,156 | $1.14M | 0.01% | 00.0% | Unchanged |
| CSS LLC | 3,190 | $1.16M | 0.07% | +690+27.6% | Added |
| Icon Advisers Inc | 3,200 | $1.16M | 0.26% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 3,242 | $1.18M | 0.08% | −356−9.9% | Reduced |
| Toroso Investments, LLC | 3,373 | $1.22M | 0.01% | +148+4.6% | Added |
| Gulf International Bank (UK) Ltd | 3,385 | $1.23M | 0.03% | 00.0% | Unchanged |
| Creative Planning | 3,419 | $1.24M | 0.00% | +909+36.2% | Added |
| Polianta Ltd | 3,500 | $1.27M | 0.61% | +600+20.7% | Added |
| Randolph Co Inc | 3,524 | $1.28M | 0.14% | +3,524 | New |
| Nordea Investment Management AB | 3,526 | $1.28M | 0.00% | −23,436−86.9% | Reduced |
| Hartford Investment Management Co | 3,543 | $1.28M | 0.04% | +54+1.5% | Added |
| Wealthfront Advisers LLC | 3,657 | $1.33M | 0.00% | −458−11.1% | Reduced |
| Oregon Public Employees Retirement Fund | 3,687 | $1.34M | 0.02% | −47−1.3% | Reduced |
| Park Avenue Securities LLC | 3,758 | $1.36M | 0.01% | −1,132−23.1% | Reduced |
| Whittier Trust Co | 3,786 | $1.37M | 0.02% | −10.0% | Reduced |
| Panagora Asset Management Inc | 3,787 | $1.37M | 0.01% | −597−13.6% | Reduced |
| Uncommon Cents Investing LLC | 3,830 | $1.39M | 0.41% | +20+0.5% | Added |
| USS Investment Management Ltd | 3,853 | $1.40M | 0.01% | −3,722−49.1% | Reduced |
| Kestra Advisory Services, LLC | 3,863 | $1.40M | 0.01% | +547+16.5% | Added |
| Quinn Opportunity Partners LLC | 3,872 | $1.40M | 0.10% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 3,963 | $1.44M | 0.00% | +1,614+68.7% | Added |
| Mirae Asset Global Investments Co., Ltd. | 4,013 | $1.44M | 0.01% | +1,237+44.6% | Added |
| Mizuho Securities USA LLC | 4,073 | $1.48M | 0.03% | +1,267+45.2% | Added |
| Public Employees Retirement Association of Colorado | 4,099 | $1.49M | 0.01% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 4,111 | $1.49M | 0.02% | +432+11.7% | Added |
| First Manhattan Co | 4,200 | $1.52M | 0.00% | 00.0% | Unchanged |
| Delphi Management Inc | 4,272 | $1.55M | 1.50% | +494+13.1% | Added |
| Bright Futures Wealth Management, LLC. | 4,478 | $1.57M | 1.40% | −2,288−33.8% | Reduced |
| Ingalls & Snyder LLC | 4,374 | $1.58M | 0.06% | −290−6.2% | Reduced |
| J. Safra Sarasin Holding AG | 4,385 | $1.59M | 0.03% | +368+9.2% | Added |
| Robertson Stephens Wealth Management, LLC | 4,417 | $1.60M | 0.06% | +4+0.1% | Added |
| 1832 Asset Management L.P. | 4,463 | $1.62M | 0.00% | −488−9.9% | Reduced |
| Shay Capital LLC | 4,500 | $1.63M | 0.40% | +4,500 | New |
| Lowe Brockenbrough & Co Inc | 4,583 | $1.66M | 0.11% | −72−1.5% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 4,605 | $1.67M | 0.02% | +133+3.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 4,680 | $1.70M | 0.00% | +517+12.4% | Added |
| Vista Investment Partners II, LLC | 4,695 | $1.70M | 1.01% | +4,695 | New |
| Crossmark Global Holdings, Inc. | 4,745 | $1.72M | 0.03% | +3,197+206.5% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 4,768 | $1.73M | 0.00% | +248+5.5% | Added |
| Swiss Life Asset Management Ltd | 4,885 | $1.77M | 0.01% | +1,620+49.6% | Added |
| RBF Capital, LLC | 5,000 | $1.81M | 0.09% | 00.0% | Unchanged |
| Harbor Advisors LLC | 5,000 | $1.81M | 0.28% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 5,003 | $1.81M | 0.00% | −602−10.7% | Reduced |
| Entropy Technologies, LP | 5,009 | $1.82M | 0.19% | +2,307+85.4% | Added |
| The PNC Financial Services Group, Inc. | 5,020 | $1.82M | 0.00% | −273−5.2% | Reduced |
| Foster & Motley Inc | 5,077 | $1.84M | 0.12% | −3,840−43.1% | Reduced |
| Prudential Financial Inc | 5,121 | $1.86M | 0.00% | −3,291−39.1% | Reduced |
| Ethic Inc. | 5,122 | $1.86M | 0.04% | +1,334+35.2% | Added |