Skip to main content
Livermore
Livermore
ZHEN

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.

Q1 2025 vs. Q4 2024

How the institutions holding Everest Group, Ltd. changed between Q4 2024 and Q1 2025.

All holders in Q1 2025All holders in Q4 2024

13F holders of EG: Q4 2024 compared with Q1 2025
MeasureQ4 2024Of which not filed for Q1 2025Q1 2025Change
Holders69411678−5
Shares40.4M672.7K40.5M+811.7K (+2.0%)
Value$14.6B$243.8M$14.7B+$344.9M (+2.4%)

11 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (83)

Institutions that held Everest Group, Ltd. at the end of Q1 2025 but not at the end of Q4 2024.

Institutions new to EG in Q1 2025
InstitutionSharesValue% of portfolio
Barrow Hanley Mewhinney & Strauss LLC881,483$320.3M1.16%
Nuveen, LLC378,218$137.4M0.04%
Virginia Retirement Systems Et Al142,300$51.7M0.38%
Perpetual Ltd104,366$37.9M0.46%
Woodline Partners LP46,064$16.7M0.11%
Philadelphia Financial Management of San Francisco, LLC42,199$15.3M3.41%
Warren Averett Asset Management, LLC28,634$10.4M0.13%
Dupree Financial Group, LLC16,911$6.14M2.50%
Mirabella Financial Services LLP16,230$5.90M0.24%
Interval Partners, LP14,271$5.19M0.18%
Engineers Gate Manager LP13,662$4.96M0.08%
Twinbeech Capital LP9,284$3.37M0.06%
Aquatic Capital Management LLC6,520$2.37M0.06%
Teacher Retirement System of Texas6,286$2.28M0.01%
Aster Capital Management (DIFC) Ltd6,336$2.24M0.41%
Banque Cantonale Vaudoise4,649$1.69M0.07%
Aigen Investment Management, LP3,566$1.30M0.21%
Poehling Capital Management, LLC3,192$1.16M0.29%
Oak Thistle LLC2,283$829.5K0.17%
XTX Topco Ltd2,273$825.8K0.04%
Croban2,168$787.6K0.73%
Quantitative Investment Management, LLC2,132$774.0K0.07%
Bridgefront Capital, LLC1,844$670.0K0.19%
Magnetar Financial LLC1,808$656.9K0.01%
Qsemble Capital Management, LP1,514$550.1K0.06%
Curat Global, LLC1,601$549.5K0.67%
TownSquare Capital, LLC1,464$532.0K0.01%
Merit Financial Group, LLC1,410$512.4K0.01%
Oxford Asset Management LLP1,391$505.4K0.23%
Farringdon Capital, Ltd.1,390$505.0K0.25%
MBA Advisors LLC1,219$442.9K0.22%
SummitTX Capital, L.P.1,142$414.9K0.02%
ASR Vermogensbeheer N.V.1,109$402.9K0.01%
Optimize Financial Inc1,040$377.9K0.14%
Impact Partnership Wealth, LLC963$350.0K0.07%
United Services Automobile Association960$347.5K0.01%
MBB Public Markets I LLC901$327.4K0.04%
Machina Capital S.A.S.879$319.4K0.09%
Advyzon Investment Management, LLC834$303.0K0.11%
WBI Investments833$302.6K0.08%
National Asset Management, Inc.795$288.9K0.01%
RFG Advisory, LLC758$275.4K0.01%
SCS Capital Management LLC649$235.6K0.00%
Sowell Financial Services LLC635$230.8K0.01%
Simplicity Wealth,LLC621$225.6K0.02%
Prime Capital Investment Advisors, LLC598$217.3K0.00%
Rossby Financial, LCC614$216.8K0.09%
Private Advisor Group, LLC588$213.6K0.00%
NewEdge Wealth, LLC578$209.9K0.00%
Dynasty Wealth Management, LLC564$204.8K0.00%
CX Institutional482$175.0K0.01%
Simplex Trading, LLC430$156.0K0.01%
Quarry LP199$72.3K0.02%
Private Wealth Asset Management, LLC117$42.5K0.01%
Zions Bancorporation, National Association93$33.8K0.00%
TSFG, LLC90$33.0K0.01%
Boston Private Wealth LLC83$30.2K0.00%
Cornerstone Planning Group LLC60$21.4K0.01%
1248 Management, LLC48$17.4K0.01%
Atlantic Trust, LLC30$10.9K0.00%
Rise Advisors, LLC27$9.81K0.00%
Hughes Financial Services, LLC22$8.04K0.00%
Centennial Bank18$6.54K0.00%
Saudi Central Bank17$6.18K0.03%
Binnacle Investments Inc17$6.18K0.00%
Cherry Tree Wealth Management, LLC10$3.63K0.00%
True Wealth Design, LLC9$3.27K0.00%
ORG Partners LLC8$2.92K0.00%
Garde Capital, Inc.5$1.82K0.00%
Red Tortoise LLC5$1.82K0.00%
Kiker Wealth Management, LLC5$1.82K0.00%
Nalls Sherbakoff Group, LLC4$1.47K0.00%
South State Corp.3$1.09K0.00%
Dunhill Financial, LLC3$1.04K0.00%
North Capital, Inc.2$7270.00%
Clark Wealth Partners2$7270.00%
American Capital Advisory, LLC1$3640.00%
Rialto Wealth Management, LLC1$3640.00%
HFM Investment Advisors, LLC1$3640.00%
WestEnd Advisors, LLC1$3630.00%
Bay Harbor Wealth Management, LLC1$3630.00%
Stonebridge Financial Group, LLC1$3630.00%
Principia Wealth Advisory, LLC1$3480.00%

Sold out (88)

Institutions that held Everest Group, Ltd. at the end of Q4 2024 and filed for Q1 2025 without it.

Institutions that sold out of EG in Q1 2025
InstitutionShares, Q4 2024Value, Q4 2024
Point72 Asset Management, L.P.152,712$55.4M
BNP PARIBAS ASSET MANAGEMENT Holding S.A.146,936$53.3M
Zweig-DiMenna Associates LLC79,909$29.0M
Weiss Asset Management LP74,504$27.0M
Two Sigma Advisers, LP68,400$24.8M
Teza Capital Management LLC46,107$16.7M
Los Angeles Capital Management LLC37,919$13.7M
Alyeska Investment Group, L.P.30,000$10.9M
Sone Capital Management, LLC27,160$9.84M
Andra AP-fonden26,700$9.68M
Employees Retirement System of Texas23,748$8.61M
Janney Montgomery Scott LLC22,693$8.22M
Summit Global Investments17,166$6.22M
Winton Group Ltd16,119$5.84M
Parallax Volatility Advisers, L.P.11,143$4.04M
Stance Capital LLC10,081$3.65M
Jump Financial, LLC8,979$3.25M
Cubist Systematic Strategies, LLC8,811$3.19M
Graphene Investments SAS8,200$2.97M
Vista Investment Partners LLC7,985$2.89M
Signature Estate & Investment Advisors LLC5,137$1.86M
Quartz Partners, LLC5,129$1.86M
Entropy Technologies, LP5,009$1.82M
Vista Investment Partners II, LLC4,695$1.70M
Shay Capital LLC4,500$1.63M
Park Avenue Securities LLC3,758$1.36M
Polianta Ltd3,500$1.27M
Dark Forest Capital Management LP3,071$1.11M
Kentucky Retirement Systems2,974$1.08M
Virtu Financial LLC2,790$1.01M
Level Four Advisory Services, LLC2,678$970.9K
Point72 Asia (Singapore) Pte. Ltd.2,511$910.2K
Hussman Strategic Advisors, Inc.2,100$761.2K
Centiva Capital, LP2,035$737.6K
Silver Oak Securities, Inc2,005$721.2K
Readystate Asset Management LP1,739$630.3K
Petrus Trust Company, LTA1,732$627.8K
Fieldview Capital Management, LLC1,668$604.6K
Catalyst Funds Management Pty Ltd1,400$507.4K
First Hawaiian Bank1,392$504.5K
Abacus Planning Group, Inc.1,293$468.7K
Cornerstone Select Advisors, LLC1,244$450.9K
Mesirow Financial Investment Management, Inc.1,071$388.2K
Vinva Investment Management Ltd1,069$384.5K
Blueshift Asset Management, LLC1,015$367.9K
Boston Trust Walden Corp1,000$362.5K
Cutter & CO Brokerage, Inc.973$352.7K
Alps Advisors Inc917$332.4K
Point72 (DIFC) Ltd903$327.4K
Arkadios Wealth Advisors903$327.4K
Credit Capital Investments LLC900$326.2K
Atria Wealth Solutions, Inc.897$325.2K
Abn Amro Investment Solutions869$315.0K
RSM US Wealth Management LLC862$310.1K
Gitterman Wealth Management, LLC850$308.4K
Ramirez Asset Management, Inc.740$268.2K
EP Wealth Advisors, LLC728$263.9K
Proequities, Inc.715$260.1K
Lingohr & Partner Asset Management GmbH723$260.0K
Wedmont Private Capital734$259.5K
Paradigm Financial Partners, LLC715$259.2K
Callan Family Office, LLC692$250.8K
Gsa Capital Partners LLP677$245.0K
B.O.S.S. Retirement Advisors, LLC646$234.3K
GeoWealth Management, LLC645$233.6K
Cozad Asset Management Inc635$230.2K
Family Wealth Group, LLC617$223.5K
Nelson, Van Denburg & Campbell Wealth Management Group, LLC257$93.2K
Caitong International Asset Management Co., Ltd201$72.9K
Arrowpoint Investment Partners (Singapore) Pte. Ltd.190$68.9K
Optiver Holding B.V.142$51.5K
Fedenia Advisers LLC111$40.2K
Empirical Asset Management, LLC30,581$30.6K
Synergy Financial Management, LLC44$17.2K
Pathway Financial Advisers, LLC35$12.7K
Caitlin John, LLC32$11.6K
Atwood & Palmer Inc31$11.2K
Venturi Wealth Management, LLC28$10.2K
Kestra Investment Management, LLC25$8.89K
Vermillion & White Wealth Management Group, LLC13$4.71K
Decker Retirement Planning Inc.11$3.99K
Raleigh Capital Management Inc.5$1.81K
Bogart Wealth, LLC3$1.09K
MCF Advisors LLC2$725
WealthTrak Capital Management LLC2$725
Kayne Anderson Rudnick Investment Management LLC1$426
AdvisorNet Financial, Inc1$362
Nemes Rush Group LLC1$362

Not filed for Q1 2025 yet (11)

Institutions that held Everest Group, Ltd. at the end of Q4 2024 and haven't filed a 13F for Q1 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding EG in Q4 2024 that haven't filed for Q1 2025
InstitutionShares, Q4 2024Value, Q4 2024
Nuveen Asset Management, LLC596,955$216.4M
Swedbank AB37,242$13.5M
Buckingham Capital Management, Inc.28,289$10.3M
Mesirow Institutional Investment Management, Inc.8,179$2.96M
TrinityPoint Wealth, LLC789$286.0K
AlphaCentric Advisors LLC590$213.9K
Edge Capital Group, LLC553$200.4K
Global Retirement Partners, LLC77$27.9K
Zions Bancorporation, N.A.32$11.6K
Cassady Schiller Wealth Management, LLC4$1.45K
Legacy Investment Solutions, LLC4$1.35K