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 |
|---|---|---|---|---|---|
| RBF Capital, LLC | 5,000 | $1.81M | 0.09% | 00.0% | Unchanged |
| Harbor Advisors LLC | 5,000 | $1.81M | 0.28% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 4,885 | $1.77M | 0.01% | +1,620+49.6% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 4,768 | $1.73M | 0.00% | +248+5.5% | Added |
| Crossmark Global Holdings, Inc. | 4,745 | $1.72M | 0.03% | +3,197+206.5% | Added |
| Vista Investment Partners II, LLC | 4,695 | $1.70M | 1.01% | +4,695 | New |
| Wealth Enhancement Advisory Services, LLC | 4,680 | $1.70M | 0.00% | +517+12.4% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 4,605 | $1.67M | 0.02% | +133+3.0% | Added |
| Lowe Brockenbrough & Co Inc | 4,583 | $1.66M | 0.11% | −72−1.5% | Reduced |
| Shay Capital LLC | 4,500 | $1.63M | 0.40% | +4,500 | New |
| 1832 Asset Management L.P. | 4,463 | $1.62M | 0.00% | −488−9.9% | Reduced |
| Robertson Stephens Wealth Management, LLC | 4,417 | $1.60M | 0.06% | +4+0.1% | Added |
| J. Safra Sarasin Holding AG | 4,385 | $1.59M | 0.03% | +368+9.2% | Added |
| Ingalls & Snyder LLC | 4,374 | $1.58M | 0.06% | −290−6.2% | Reduced |
| Bright Futures Wealth Management, LLC. | 4,478 | $1.57M | 1.40% | −2,288−33.8% | Reduced |
| Delphi Management Inc | 4,272 | $1.55M | 1.50% | +494+13.1% | Added |
| First Manhattan Co | 4,200 | $1.52M | 0.00% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 4,111 | $1.49M | 0.02% | +432+11.7% | Added |
| Public Employees Retirement Association of Colorado | 4,099 | $1.49M | 0.01% | 00.0% | Unchanged |
| Mizuho Securities USA LLC | 4,073 | $1.48M | 0.03% | +1,267+45.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 4,013 | $1.44M | 0.01% | +1,237+44.6% | Added |
| HighTower Advisors, LLC | 3,963 | $1.44M | 0.00% | +1,614+68.7% | Added |
| Quinn Opportunity Partners LLC | 3,872 | $1.40M | 0.10% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 3,863 | $1.40M | 0.01% | +547+16.5% | Added |
| USS Investment Management Ltd | 3,853 | $1.40M | 0.01% | −3,722−49.1% | Reduced |
| Uncommon Cents Investing LLC | 3,830 | $1.39M | 0.41% | +20+0.5% | Added |
| Panagora Asset Management Inc | 3,787 | $1.37M | 0.01% | −597−13.6% | Reduced |
| Whittier Trust Co | 3,786 | $1.37M | 0.02% | −10.0% | Reduced |
| Park Avenue Securities LLC | 3,758 | $1.36M | 0.01% | −1,132−23.1% | Reduced |
| Oregon Public Employees Retirement Fund | 3,687 | $1.34M | 0.02% | −47−1.3% | Reduced |
| Wealthfront Advisers LLC | 3,657 | $1.33M | 0.00% | −458−11.1% | Reduced |
| Hartford Investment Management Co | 3,543 | $1.28M | 0.04% | +54+1.5% | Added |
| Nordea Investment Management AB | 3,526 | $1.28M | 0.00% | −23,436−86.9% | Reduced |
| Randolph Co Inc | 3,524 | $1.28M | 0.14% | +3,524 | New |
| Polianta Ltd | 3,500 | $1.27M | 0.61% | +600+20.7% | Added |
| Creative Planning | 3,419 | $1.24M | 0.00% | +909+36.2% | Added |
| Gulf International Bank (UK) Ltd | 3,385 | $1.23M | 0.03% | 00.0% | Unchanged |
| Toroso Investments, LLC | 3,373 | $1.22M | 0.01% | +148+4.6% | Added |
| Y-Intercept (Hong Kong) Ltd | 3,242 | $1.18M | 0.08% | −356−9.9% | Reduced |
| Icon Advisers Inc | 3,200 | $1.16M | 0.26% | 00.0% | Unchanged |
| CSS LLC | 3,190 | $1.16M | 0.07% | +690+27.6% | Added |
| Teachers Retirement System of the State of Kentucky | 3,156 | $1.14M | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,145 | $1.14M | 0.02% | +650+26.1% | Added |
| BayBridge Capital Group, LLC | 3,140 | $1.14M | 0.83% | +204+6.9% | Added |
| La Banque Postale Asset Management SA | 3,075 | $1.11M | 0.02% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 3,071 | $1.11M | 0.16% | −99−3.1% | 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 |
| Kentucky Retirement Systems | 2,974 | $1.08M | 0.03% | −41−1.4% | Reduced |
| PEAK6 LLC | 2,967 | $1.08M | 0.04% | +2,967 | New |
| Cambridge Investment Research Advisors, Inc. | 2,957 | $1.07M | 0.00% | +46+1.6% | Added |
| Verition Fund Management LLC | 2,945 | $1.07M | 0.01% | −613−17.2% | Reduced |
| Everence Capital Management Inc | 2,840 | $1.03M | 0.07% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 2,801 | $1.02M | 0.02% | +375+15.5% | Added |
| Virtu Financial LLC | 2,790 | $1.01M | 0.05% | +2,790 | New |
| Lecap Asset Management Ltd | 2,786 | $1.01M | 0.27% | −5,300−65.5% | Reduced |
| Old National Bancorp | 2,776 | $1.01M | 0.02% | −734−20.9% | Reduced |
| Nebula Research & Development LLC | 2,773 | $1.01M | 0.12% | +2,773 | New |
| Cetera Investment Advisers | 2,771 | $1.00M | 0.00% | −2,483−47.3% | Reduced |
| Level Four Advisory Services, LLC | 2,678 | $970.9K | 0.04% | +77+3.0% | Added |
| BNP Paribas | 2,670 | $959.1K | 0.04% | 00.0% | Unchanged |
| Traynor Capital Management, Inc. | 2,628 | $952.6K | 0.07% | +631+31.6% | Added |
| Gotham Asset Management, LLC | 2,617 | $948.6K | 0.01% | +307+13.3% | Added |
| NorthCrest Asset Manangement, LLC | 2,605 | $944.2K | 0.03% | −4−0.2% | Reduced |
| Captrust Financial Advisors | 2,588 | $938.2K | 0.00% | +262+11.3% | Added |
| SG Americas Securities, LLC | 2,570 | $932.0K | 0.00% | −21,986−89.5% | Reduced |
| CIBC Private Wealth Group, LLC | 2,483 | $914.8K | 0.00% | −135−5.2% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 2,511 | $910.2K | 0.24% | +2,511 | New |
| Dai-Ichi Life Insurance Company, Ltd | 2,443 | $885.5K | 0.02% | −1,151−32.0% | Reduced |
| Commerce Bank | 2,404 | $871.4K | 0.01% | +14+0.6% | Added |
| Avidian Wealth Solutions, LLC | 2,401 | $870.3K | 0.04% | +76+3.3% | Added |
| PAX Financial Group, LLC | 2,393 | $867.4K | 0.16% | +55+2.4% | Added |
| Maryland State Retirement & Pension System | 2,382 | $863.4K | 0.02% | −83−3.4% | Reduced |
| M&T Bank Corp | 2,376 | $860.9K | 0.00% | −240−9.2% | Reduced |
| Metis Global Partners, LLC | 2,368 | $858.3K | 0.03% | +972+69.6% | Added |
| O'Shaughnessy Asset Management, LLC | 2,366 | $857.6K | 0.01% | −98−4.0% | Reduced |
| Center For Asset Management LLC | 2,354 | $853.1K | 0.55% | +22+0.9% | Added |
| Synovus Financial Corp | 2,322 | $841.7K | 0.01% | −2,239−49.1% | Reduced |
| Louisiana State Employees Retirement System | 2,300 | $833.7K | 0.02% | −100−4.2% | Reduced |
| Securian Asset Management, Inc | 2,286 | $828.6K | 0.02% | −100−4.2% | Reduced |
| HB Wealth Management, LLC | 2,260 | $819.2K | 0.01% | +324+16.7% | Added |
| Daymark Wealth Partners, LLC | 2,250 | $815.5K | 0.03% | 00.0% | Unchanged |
| Citadel Investment Advisory, Inc. | 2,227 | $807.0K | 0.42% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 2,193 | $794.9K | 0.22% | +127+6.1% | Added |
| Renaissance Group LLC | 2,110 | $764.7K | 0.03% | −424−16.7% | Reduced |
| 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 |
| New Mexico Educational Retirement Board | 2,100 | $761.0K | 0.03% | 00.0% | Unchanged |
| Dana Investment Advisors, Inc. | 2,083 | $755.0K | 0.02% | −156−7.0% | Reduced |
| Guggenheim Capital LLC | 2,077 | $752.8K | 0.01% | −6,490−75.8% | Reduced |
| Worldquant Millennium Advisors LLC | 2,077 | $752.8K | 0.00% | +1,083+109.0% | Added |
| Capital Insight Partners, LLC | 2,063 | $747.8K | 0.13% | +135+7.0% | Added |
| Centiva Capital, LP | 2,035 | $737.6K | 0.03% | −3,616−64.0% | Reduced |
| Chesley Taft & Associates LLC | 2,027 | $734.7K | 0.03% | −560−21.6% | Reduced |
| Graham Capital Management, L.P. | 2,022 | $732.9K | 0.02% | +1,203+146.9% | Added |
| D.A. Davidson & Co. | 2,018 | $731.6K | 0.01% | +1,198+146.1% | Added |
| TFB Advisors LLC | 1,990 | $721.3K | 0.21% | −65−3.2% | Reduced |
| Silver Oak Securities, Inc | 2,005 | $721.2K | 0.07% | +2,005 | New |
| Dakota Wealth Management | 1,945 | $705.0K | 0.02% | +32+1.7% | Added |
| ING Groep NV | 1,942 | $703.9K | 0.00% | −239−11.0% | Reduced |