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, Q1 2025
Institutional positions in Everest Group, Ltd. as of Mar 31, 2025. 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
- 678
- −5 vs. Q4 2024
- Shares held
- 40.5M
- +811.7K (+2.0%) vs. Q4 2024
- Total value
- $14.7B
- +$344.9M (+2.4%) vs. Q4 2024
- New holders
- 83
- 231 more added
- Sold out
- 88
- 258 more reduced
11 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Everest Group, Ltd.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cromwell Holdings LLC | 83 | $30.2K | 0.02% | +1+1.2% | Added |
| Boston Private Wealth LLC | 83 | $30.2K | 0.00% | +83 | New |
| Eastern Bank | 90 | $32.7K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 90 | $33.0K | 0.01% | +90 | New |
| Allworth Financial LP | 93 | $33.1K | 0.00% | +23+32.9% | Added |
| GPS Wealth Strategies Group, LLC | 92 | $33.4K | 0.00% | −37−28.7% | Reduced |
| Zions Bancorporation, National Association | 93 | $33.8K | 0.00% | +93 | New |
| WPG Advisers, LLC | 102 | $37.1K | 0.03% | −9−8.1% | Reduced |
| Thompson Investment Management, Inc. | 104 | $37.8K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 107 | $38.9K | 0.00% | +10+10.3% | Added |
| Montag A & Associates Inc | 110 | $40.0K | 0.00% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 125 | $41.0K | 0.03% | −37−22.8% | Reduced |
| Whittier Trust Co of Nevada Inc | 115 | $41.8K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 117 | $42.5K | 0.01% | +117 | New |
| SRS Capital Advisors, Inc. | 125 | $45.4K | 0.00% | +55+78.6% | Added |
| Parkside Financial Bank & Trust | 126 | $45.7K | 0.01% | −9−6.7% | Reduced |
| Skopos Labs, Inc. | 148 | $53.8K | 0.01% | +28+23.3% | Added |
| Park Square Financial Group, LLC | 152 | $55.2K | 0.04% | −136−47.2% | Reduced |
| Bruce G. Allen Investments, LLC | 154 | $56.0K | 0.04% | +68+79.1% | Added |
| Penserra Capital Management LLC | 155 | $56.0K | 0.00% | −105−40.4% | Reduced |
| Key Financial Inc | 159 | $57.8K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 166 | $60.4K | 0.00% | −15−8.3% | Reduced |
| Geneos Wealth Management Inc. | 181 | $65.8K | 0.00% | +90+98.9% | Added |
| Bryn Mawr Trust Co | 188 | $68.3K | 0.00% | −7−3.6% | Reduced |
| Quarry LP | 199 | $72.3K | 0.02% | +199 | New |
| First Financial Corp | 200 | $72.7K | 0.04% | 00.0% | Unchanged |
| Private Trust Co NA | 207 | $75.2K | 0.01% | +11+5.6% | Added |
| EverSource Wealth Advisors, LLC | 230 | $83.6K | 0.00% | +19+9.0% | Added |
| Transamerica Financial Advisors, Inc. | 240 | $87.0K | 0.01% | −14−5.5% | Reduced |
| Asset Dedication, LLC | 250 | $90.8K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 271 | $98.0K | 0.00% | +17+6.7% | Added |
| State of Wyoming | 279 | $101.4K | 0.01% | −1,384−83.2% | Reduced |
| Stephenson National Bank & Trust | 329 | $119.5K | 0.04% | −37−10.1% | Reduced |
| Signaturefd, LLC | 329 | $119.5K | 0.00% | +5+1.5% | Added |
| Lindbrook Capital, LLC | 355 | $129.0K | 0.01% | +270+317.6% | Added |
| Grove Bank & Trust | 375 | $136.2K | 0.02% | −25−6.3% | Reduced |
| Capital A Wealth Management, LLC | 379 | $137.7K | 0.14% | 00.0% | Unchanged |
| Bessemer Group Inc | 423 | $154.0K | 0.00% | −5−1.2% | Reduced |
| Hantz Financial Services, Inc. | 423 | $154.0K | 0.00% | +27+6.8% | Added |
| Simplex Trading, LLC | 430 | $156.0K | 0.01% | +430 | New |
| Steward Partners Investment Advisory, LLC | 437 | $158.8K | 0.00% | +44+11.2% | Added |
| Ameritas Investment Partners, Inc. | 438 | $159.1K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 439 | $159.5K | 0.03% | +199+82.9% | Added |
| Westpac Banking Corp | 471 | $171.1K | 0.01% | −14−2.9% | Reduced |
| GAMMA Investing LLC | 480 | $174.4K | 0.01% | −65−11.9% | Reduced |
| CX Institutional | 482 | $175.0K | 0.01% | +482 | New |
| PEAK6 LLC | 490 | $178.1K | 0.01% | −2,477−83.5% | Reduced |
| Principal Securities, Inc. | 496 | $179.8K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 500 | $181.7K | 0.02% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 513 | $186.4K | 0.00% | −15,487−96.8% | Reduced |
| Central Trust Co | 518 | $188.2K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 541 | $196.6K | 0.00% | +191+54.6% | Added |
| Parallel Advisors, LLC | 545 | $198.0K | 0.00% | −16−2.9% | Reduced |
| Darwin Advisors, LLC | 553 | $200.8K | 0.07% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 556 | $202.0K | 0.01% | +16+3.0% | Added |
| Dynasty Wealth Management, LLC | 564 | $204.8K | 0.00% | +564 | New |
| Ascent Group, LLC | 575 | $208.9K | 0.01% | −19−3.2% | Reduced |
| NewEdge Wealth, LLC | 578 | $209.9K | 0.00% | +578 | New |
| Alpha Omega Wealth Management LLC | 583 | $211.8K | 0.04% | −28−4.6% | Reduced |
| Baader Bank INC | 595 | $213.4K | 0.02% | +37+6.6% | Added |
| Profund Advisors LLC | 588 | $213.6K | 0.01% | −15−2.5% | Reduced |
| Private Advisor Group, LLC | 588 | $213.6K | 0.00% | +588 | New |
| Paragon Capital Management Ltd | 589 | $214.2K | 0.04% | −111−15.9% | Reduced |
| Rossby Financial, LCC | 614 | $216.8K | 0.09% | +614 | New |
| Prime Capital Investment Advisors, LLC | 598 | $217.3K | 0.00% | +598 | New |
| Legacy Advisors, LLC | 599 | $217.6K | 0.02% | +31+5.5% | Added |
| NEOS Investment Management LLC | 601 | $218.4K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 603 | $219.2K | 0.02% | −8−1.3% | Reduced |
| Berger Financial Group, Inc | 616 | $223.8K | 0.02% | −12,265−95.2% | Reduced |
| Covestor Ltd | 615 | $224.0K | 0.15% | +1+0.2% | Added |
| Simplicity Wealth,LLC | 621 | $225.6K | 0.02% | +621 | New |
| Howard Bailey Securities, LLC | 623 | $226.4K | 0.08% | −154−19.8% | Reduced |
| Horizon Investments, LLC | 625 | $227.1K | 0.01% | +25+4.2% | Added |
| Smithfield Trust Co | 630 | $229.0K | 0.01% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 635 | $230.8K | 0.01% | +635 | New |
| Lido Advisors, LLC | 636 | $231.2K | 0.00% | +5+0.8% | Added |
| SCS Capital Management LLC | 649 | $235.6K | 0.00% | +649 | New |
| Texas Yale Capital Corp. | 650 | $236.2K | 0.01% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 651 | $236.5K | 0.00% | −436−40.1% | Reduced |
| Main Street Financial Solutions, LLC | 669 | $243.1K | 0.02% | +15+2.3% | Added |
| Personal Cfo Solutions, LLC | 670 | $243.4K | 0.05% | −202−23.2% | Reduced |
| Leonteq Securities AG | 670 | $243.4K | 0.02% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 670 | $243.4K | 0.04% | 00.0% | Unchanged |
| HFG Advisors, Inc. | 675 | $245.2K | 0.21% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 679 | $246.7K | 0.01% | −25−3.6% | Reduced |
| Ancora Advisors, LLC | 725 | $263.4K | 0.01% | 00.0% | Unchanged |
| Van Eck Associates Corp | 733 | $266.0K | 0.00% | +53+7.8% | Added |
| Oversea-Chinese Banking CORP Ltd | 749 | $272.1K | 0.01% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 749 | $272.1K | 0.00% | +27+3.7% | Added |
| Lester Murray Antman dba SimplyRich | 755 | $274.0K | 0.08% | −573−43.1% | Reduced |
| RFG Advisory, LLC | 758 | $275.4K | 0.01% | +758 | New |
| MUFG Securities Americas Inc. | 761 | $276.5K | 0.03% | +126+19.8% | Added |
| Mma Asset Management LLC | 768 | $279.0K | 0.12% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 770 | $279.8K | 0.01% | −182−19.1% | Reduced |
| V-Square Quantitative Management LLC | 774 | $281.2K | 0.04% | −10−1.3% | Reduced |
| Transatlantique Private Wealth LLC | 778 | $282.7K | 0.11% | −896−53.5% | Reduced |
| R Squared Ltd | 780 | $283.4K | 0.30% | +210+36.8% | Added |
| Somerset Trust Co | 785 | $285.2K | 0.10% | +216+38.0% | Added |
| Farther Finance Advisors, LLC | 782 | $285.8K | 0.01% | +589+305.2% | Added |
| National Asset Management, Inc. | 795 | $288.9K | 0.01% | +795 | New |