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 |
|---|---|---|---|---|---|
| Two Sigma Securities, LLC | 772 | $279.8K | 0.05% | −1,042−57.4% | Reduced |
| Mma Asset Management LLC | 768 | $278.4K | 0.12% | +768 | New |
| Oversea-Chinese Banking CORP Ltd | 749 | $271.5K | 0.01% | −1,338−64.1% | Reduced |
| Ramirez Asset Management, Inc. | 740 | $268.2K | 0.05% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 728 | $263.9K | 0.00% | −43−5.6% | Reduced |
| Ancora Advisors, LLC | 725 | $262.8K | 0.01% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 722 | $262.0K | 0.00% | +198+37.8% | Added |
| Proequities, Inc. | 715 | $260.1K | 0.01% | −187−20.7% | Reduced |
| Lingohr & Partner Asset Management GmbH | 723 | $260.0K | 0.54% | −1,239−63.1% | Reduced |
| Wedmont Private Capital | 734 | $259.5K | 0.01% | +96+15.0% | Added |
| Paradigm Financial Partners, LLC | 715 | $259.2K | 0.03% | −73−9.3% | Reduced |
| Blackhawk Capital Partners LLC. | 706 | $255.9K | 0.13% | +160+29.3% | Added |
| Moors & Cabot, Inc. | 704 | $255.2K | 0.01% | +6+0.9% | Added |
| Paragon Capital Management Ltd | 700 | $253.8K | 0.05% | −12−1.7% | Reduced |
| Callan Family Office, LLC | 692 | $250.8K | 0.02% | +692 | New |
| Jain Global LLC | 682 | $247.2K | 0.01% | +682 | New |
| Van Eck Associates Corp | 680 | $246.0K | 0.00% | +259+61.5% | Added |
| Gsa Capital Partners LLP | 677 | $245.0K | 0.02% | +677 | New |
| HFG Advisors, Inc. | 675 | $244.7K | 0.21% | 00.0% | Unchanged |
| 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 |
| Foundations Investment Advisors, LLC | 661 | $239.4K | 0.00% | +37+5.9% | Added |
| Main Street Financial Solutions, LLC | 654 | $237.0K | 0.02% | −13−1.9% | Reduced |
| Texas Yale Capital Corp. | 650 | $235.6K | 0.01% | 00.0% | Unchanged |
| B.O.S.S. Retirement Advisors, LLC | 646 | $234.3K | 0.07% | +646 | New |
| GeoWealth Management, LLC | 645 | $233.6K | 0.01% | +578+862.7% | 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 |
| Lido Advisors, LLC | 631 | $228.6K | 0.00% | +12+1.9% | Added |
| Smithfield Trust Co | 630 | $228.0K | 0.01% | 00.0% | Unchanged |
| Family Wealth Group, LLC | 617 | $223.5K | 0.17% | +617 | New |
| Covestor Ltd | 614 | $223.0K | 0.14% | +94+18.1% | Added |
| Quent Capital, LLC | 611 | $221.6K | 0.02% | −33−5.1% | Reduced |
| Alpha Omega Wealth Management LLC | 611 | $221.5K | 0.04% | +611 | New |
| Profund Advisors LLC | 603 | $218.6K | 0.01% | −111−15.5% | Reduced |
| NEOS Investment Management LLC | 601 | $217.8K | 0.01% | −4−0.7% | Reduced |
| Horizon Investments, LLC | 600 | $217.5K | 0.01% | +13+2.2% | Added |
| Colonial Trust Co | 597 | $216.4K | 0.03% | +350+141.7% | Added |
| Ascent Group, LLC | 594 | $215.3K | 0.02% | −93−13.5% | Reduced |
| AlphaCentric Advisors LLC | 590 | $213.9K | 0.21% | −46−7.2% | Reduced |
| R Squared Ltd | 570 | $206.6K | 0.20% | +570 | New |
| Somerset Trust Co | 569 | $206.2K | 0.08% | +5+0.9% | Added |
| Legacy Advisors, LLC | 568 | $205.9K | 0.02% | +568 | 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 |
| Baader Bank INC | 558 | $202.3K | 0.02% | +558 | New |
| Darwin Advisors, LLC | 553 | $200.8K | 0.07% | +4+0.7% | Added |
| Edge Capital Group, LLC | 553 | $200.4K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 545 | $197.5K | 0.02% | −308−36.1% | Reduced |
| Centaurus Financial, Inc. | 540 | $196.0K | 0.01% | −22−3.9% | Reduced |
| Spire Wealth Management | 539 | $195.4K | 0.01% | +533+8,883.3% | Added |
| Walleye Capital LLC | 539 | $195.4K | 0.00% | +237+78.5% | Added |
| Central Trust Co | 518 | $187.8K | 0.00% | +159+44.3% | Added |
| Chesapeake Asset Management LLC | 503 | $182.3K | 0.17% | +1+0.2% | Added |
| Webster Bank, N. A. | 500 | $181.2K | 0.02% | 00.0% | Unchanged |
| Principal Securities, Inc. | 496 | $179.8K | 0.00% | −1,063−68.2% | Reduced |
| Westpac Banking Corp | 485 | $175.8K | 0.01% | −558−53.5% | Reduced |
| Ameritas Investment Partners, Inc. | 438 | $158.8K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 428 | $155.0K | 0.00% | −457−51.6% | Reduced |
| Grove Bank & Trust | 400 | $145.0K | 0.02% | −20−4.8% | Reduced |
| Hantz Financial Services, Inc. | 396 | $144.0K | 0.00% | −13−3.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 393 | $142.4K | 0.00% | +25+6.8% | Added |
| Capital A Wealth Management, LLC | 379 | $137.4K | 0.23% | +379 | New |
| Stephenson National Bank & Trust | 366 | $132.7K | 0.04% | +35+10.6% | Added |
| Ronald Blue Trust, Inc. | 350 | $126.9K | 0.00% | −102−22.6% | Reduced |
| Signaturefd, LLC | 324 | $117.4K | 0.00% | −212−39.6% | Reduced |
| Park Square Financial Group, LLC | 288 | $104.4K | 0.07% | +288 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 257 | $93.2K | 0.00% | +47+22.4% | Added |
| Penserra Capital Management LLC | 260 | $93.0K | 0.00% | +103+65.6% | Added |
| 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 |
| Asset Dedication, LLC | 250 | $90.6K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 240 | $87.0K | 0.02% | −2−0.8% | Reduced |
| EverSource Wealth Advisors, LLC | 211 | $76.5K | 0.00% | +64+43.5% | Added |
| Quadrant Capital Group LLC | 202 | $73.2K | 0.01% | −20−9.0% | Reduced |
| Caitong International Asset Management Co., Ltd | 201 | $72.9K | 0.07% | +201 | New |
| First Financial Corp | 200 | $72.5K | 0.03% | 00.0% | Unchanged |
| Private Trust Co NA | 196 | $71.0K | 0.01% | +64+48.5% | Added |
| Bryn Mawr Trust Co | 195 | $70.7K | 0.00% | +32+19.6% | Added |
| Farther Finance Advisors, LLC | 193 | $70.0K | 0.00% | −46−19.2% | Reduced |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 190 | $68.9K | 0.04% | +190 | New |
| MAI Capital Management | 181 | $65.7K | 0.00% | +181 | New |
| Sentry Investment Management LLC | 162 | $59.0K | 0.03% | −26−13.8% | Reduced |
| Key Financial Inc | 159 | $57.6K | 0.01% | 00.0% | Unchanged |
| Optiver Holding B.V. | 142 | $51.5K | 0.00% | +142 | New |
| Parkside Financial Bank & Trust | 135 | $48.9K | 0.01% | +2+1.5% | Added |
| GPS Wealth Strategies Group, LLC | 129 | $46.8K | 0.01% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 120 | $43.5K | 0.01% | +20+20.0% | Added |
| Whittier Trust Co of Nevada Inc | 115 | $41.7K | 0.00% | −38−24.8% | Reduced |
| Fedenia Advisers LLC | 111 | $40.2K | 0.02% | +111 | New |
| WPG Advisers, LLC | 111 | $40.2K | 0.04% | +111 | New |
| Montag A & Associates Inc | 110 | $39.9K | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 104 | $37.7K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 100 | $36.4K | 0.00% | +15+17.6% | Added |
| Clearstead Advisors, LLC | 97 | $35.2K | 0.00% | +10+11.5% | Added |
| Geneos Wealth Management Inc. | 91 | $33.0K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 90 | $32.6K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 87 | $31.5K | 0.04% | +87 | New |
| Bruce G. Allen Investments, LLC | 86 | $31.2K | 0.03% | +8+10.3% | Added |
| SBI Securities Co., Ltd. | 86 | $31.2K | 0.00% | +86 | New |