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 |
|---|---|---|---|---|---|
| GWM Advisors LLC | 1,928 | $698.7K | 0.00% | +532+38.1% | Added |
| Norinchukin Bank, The | 1,927 | $698.5K | 0.01% | +149+8.4% | Added |
| Capstone Investment Advisors, LLC | 1,898 | $687.9K | 0.01% | +1,189+167.7% | Added |
| Perigon Wealth Management, LLC | 1,889 | $680.7K | 0.02% | −15−0.8% | Reduced |
| Legend Financial Advisors, Inc. | 1,860 | $674.2K | 0.48% | +113+6.5% | Added |
| Avantax Advisory Services, Inc. | 1,856 | $672.6K | 0.00% | −182−8.9% | Reduced |
| Greenwood Capital Associates LLC | 1,814 | $657.5K | 0.09% | −124−6.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 1,778 | $644.1K | 0.00% | −256−12.6% | Reduced |
| MML Investors Services, LLC | 1,758 | $637.0K | 0.00% | +615+53.8% | Added |
| Vontobel Holding Ltd. | 1,745 | $632.5K | 0.00% | −50−2.8% | Reduced |
| Readystate Asset Management LP | 1,739 | $630.3K | 0.03% | +1,739 | New |
| Petrus Trust Company, LTA | 1,732 | $627.8K | 0.06% | −283−14.0% | Reduced |
| Neuberger Berman Group LLC | 1,722 | $624.2K | 0.00% | −179−9.4% | Reduced |
| Bartlett & Co. Wealth Management LLC | 1,722 | $624.2K | 0.01% | 00.0% | Unchanged |
| Transatlantique Private Wealth LLC | 1,674 | $606.7K | 0.23% | −175−9.5% | Reduced |
| Fieldview Capital Management, LLC | 1,668 | $604.6K | 0.09% | +1,668 | New |
| Unison Advisors LLC | 1,664 | $603.1K | 0.07% | +8+0.5% | Added |
| State of Wyoming | 1,663 | $602.8K | 0.08% | +897+117.1% | Added |
| Tudor Investment Corp Et Al | 1,637 | $593.3K | 0.01% | −52,081−97.0% | Reduced |
| Integrated Wealth Concepts LLC | 1,627 | $589.8K | 0.01% | −210−11.4% | Reduced |
| Ieq Capital, LLC | 1,614 | $585.1K | 0.01% | +763+89.7% | Added |
| Atria Investments LLC | 1,602 | $580.7K | 0.01% | +1,602 | New |
| Argent Trust Co | 1,535 | $556.4K | 0.02% | 00.0% | Unchanged |
| Aull & Monroe Investment Management Corp | 1,500 | $543.7K | 0.28% | 00.0% | Unchanged |
| Peloton Wealth Strategists | 1,480 | $536.0K | 0.22% | +420+39.6% | Added |
| MeadowBrook Investment Advisors LLC | 1,478 | $535.7K | 0.47% | −25−1.7% | Reduced |
| Legacy Wealth Asset Management, LLC | 1,450 | $525.6K | 0.14% | −10−0.7% | Reduced |
| Trail Ridge Investment Advisors, LLC | 1,422 | $515.4K | 0.24% | 00.0% | Unchanged |
| Nomura Holdings Inc | 1,420 | $514.7K | 0.00% | +1,420 | New |
| Great Lakes Advisors, LLC | 1,417 | $513.6K | 0.00% | −385−21.4% | Reduced |
| AXA S.A. | 1,404 | $508.9K | 0.00% | −5,567−79.9% | Reduced |
| Catalyst Funds Management Pty Ltd | 1,400 | $507.4K | 0.13% | +1,200+600.0% | Added |
| Allstate Corp | 1,397 | $506.4K | 0.01% | +1,397 | New |
| First Hawaiian Bank | 1,392 | $504.5K | 0.02% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 1,385 | $502.0K | 0.02% | +489+54.6% | Added |
| Savant Capital, LLC | 1,338 | $484.8K | 0.00% | +22+1.7% | Added |
| Lester Murray Antman dba SimplyRich | 1,328 | $481.0K | 0.14% | +35+2.7% | Added |
| Heron Bay Capital Management | 1,327 | $481.0K | 0.10% | +10+0.8% | Added |
| Keybank National Association | 1,318 | $477.7K | 0.00% | −71−5.1% | Reduced |
| Sanctuary Advisors, LLC | 1,338 | $471.1K | 0.00% | −28−2.0% | Reduced |
| Blair William & Co | 1,299 | $470.9K | 0.00% | −3,325−71.9% | Reduced |
| Rowland & Co Investment Counsel | 1,295 | $469.4K | 0.10% | 00.0% | Unchanged |
| Abacus Planning Group, Inc. | 1,293 | $468.7K | 0.08% | +282+27.9% | Added |
| E&G Advisors, LP | 1,265 | $458.6K | 0.12% | −50−3.8% | Reduced |
| Cornerstone Select Advisors, LLC | 1,244 | $450.9K | 0.43% | +1,244 | New |
| Mather Group, LLC. | 1,231 | $446.3K | 0.01% | +16+1.3% | Added |
| Investment Management Corp of Ontario | 1,228 | $445.1K | 0.01% | −200−14.0% | Reduced |
| Tokio Marine Asset Management Co Ltd | 1,214 | $440.0K | 0.02% | 00.0% | Unchanged |
| Greenleaf Trust | 1,213 | $439.7K | 0.00% | +44+3.8% | Added |
| Baird Financial Group, Inc. | 1,201 | $435.3K | 0.00% | +9+0.8% | Added |
| Checchi Capital Advisers, LLC | 1,165 | $422.3K | 0.03% | +5+0.4% | Added |
| Huntington National Bank | 1,153 | $417.9K | 0.00% | −90−7.2% | Reduced |
| Assenagon Asset Management S.A. | 1,150 | $416.8K | 0.00% | +1,150 | New |
| Sculati Wealth Management, LLC | 1,143 | $414.3K | 0.16% | +368+47.5% | Added |
| Bank of Stockton | 1,140 | $413.2K | 0.13% | −273−19.3% | Reduced |
| Independent Advisor Alliance | 1,136 | $411.6K | 0.01% | −165−12.7% | Reduced |
| Wellington Shields & Co., LLC | 1,100 | $398.7K | 0.12% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 1,087 | $394.0K | 0.01% | −93−7.9% | Reduced |
| Mesirow Financial Investment Management, Inc. | 1,071 | $388.2K | 0.01% | +402+60.1% | Added |
| Verdence Capital Advisors LLC | 1,069 | $387.5K | 0.03% | +77+7.8% | Added |
| Waterway Wealth Management, LLC | 1,062 | $385.0K | 0.17% | +310+41.2% | Added |
| Pensionmark Financial Group, LLC | 1,062 | $384.8K | 0.01% | +170+19.1% | Added |
| Vinva Investment Management Ltd | 1,069 | $384.5K | 0.02% | −9,797−90.2% | Reduced |
| Csenge Advisory Group | 1,056 | $382.8K | 0.02% | +57+5.7% | Added |
| Atlas Capital Advisors LLC | 1,042 | $377.7K | 0.05% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 1,039 | $376.6K | 0.16% | +523+101.4% | Added |
| Blueshift Asset Management, LLC | 1,015 | $367.9K | 0.13% | +396+64.0% | Added |
| Boston Trust Walden Corp | 1,000 | $362.5K | 0.00% | −31,886−97.0% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 995 | $360.3K | 0.00% | −495−33.2% | Reduced |
| Erste Asset Management GmbH | 1,000 | $359.9K | 0.00% | −100−9.1% | Reduced |
| Fifth Third Bancorp | 975 | $353.4K | 0.00% | −72−6.9% | Reduced |
| Walleye Trading LLC | 974 | $353.0K | 0.01% | +974 | New |
| Cutter & CO Brokerage, Inc. | 973 | $352.7K | 0.09% | −15−1.5% | Reduced |
| Wealthstar Advisors, LLC | 972 | $352.3K | 0.15% | +972 | New |
| Coldstream Capital Management Inc | 952 | $345.1K | 0.01% | +251+35.8% | Added |
| Sit Investment Associates Inc | 947 | $343.0K | 0.01% | −3,225−77.3% | Reduced |
| Forum Financial Management, LP | 938 | $340.0K | 0.01% | +27+3.0% | Added |
| Pitcairn Co | 936 | $339.3K | 0.02% | −35−3.6% | Reduced |
| Alps Advisors Inc | 917 | $332.4K | 0.00% | 00.0% | Unchanged |
| Vestcor Inc | 911 | $330.0K | 0.01% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 903 | $327.4K | 0.03% | −3,584−79.9% | Reduced |
| Arkadios Wealth Advisors | 903 | $327.4K | 0.02% | 00.0% | Unchanged |
| Credit Capital Investments LLC | 900 | $326.2K | 0.42% | +900 | New |
| Siemens Fonds Invest GmbH | 906 | $325.9K | 0.03% | +308+51.5% | Added |
| Atria Wealth Solutions, Inc. | 897 | $325.2K | 0.00% | +897 | 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 |
| Arete Wealth Advisors, LLC | 883 | $320.0K | 0.02% | +883 | New |
| Personal Cfo Solutions, LLC | 872 | $316.1K | 0.06% | −105−10.7% | Reduced |
| Abn Amro Investment Solutions | 869 | $315.0K | 0.01% | −8,299−90.5% | Reduced |
| RSM US Wealth Management LLC | 862 | $310.1K | 0.00% | +239+38.4% | Added |
| Gitterman Wealth Management, LLC | 850 | $308.4K | 0.13% | +850 | New |
| Klingenstein Fields & Co LP | 850 | $308.1K | 0.01% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 838 | $304.5K | 0.10% | +838 | New |
| Clarius Group, LLC | 840 | $304.5K | 0.02% | −15−1.8% | Reduced |
| Flagship Harbor Advisors, LLC | 813 | $294.8K | 0.02% | +88+12.1% | Added |
| Horizon Advisory Services, Inc. | 800 | $290.0K | 0.17% | +800 | New |
| TrinityPoint Wealth, LLC | 789 | $286.0K | 0.04% | −92−10.4% | Reduced |
| V-Square Quantitative Management LLC | 784 | $284.2K | 0.04% | +17+2.2% | Added |
| Howard Bailey Securities, LLC | 777 | $281.6K | 0.10% | +777 | New |