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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.

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.

Institutional holdersQ1 2025: 678 institutions
Q1 2021: 464 institutionsQ2 2021: 455 institutionsQ3 2021: 466 institutionsQ4 2021: 479 institutionsQ1 2022: 513 institutionsQ2 2022: 532 institutionsQ3 2022: 510 institutionsQ4 2022: 558 institutionsQ1 2023: 583 institutionsQ2 2023: 582 institutionsQ3 2023: 590 institutionsQ4 2023: 669 institutionsQ1 2024: 640 institutionsQ2 2024: 631 institutionsQ3 2024: 675 institutionsQ4 2024: 694 institutionsQ1 2025: 678 institutionsQ2 2025: 673 institutionsQ3 2025: 677 institutionsQ4 2025: 685 institutionsQ1 2026: 670 institutionsQ2 2026: 690 institutions
Value heldQ1 2025: $14.7B
Q1 2021: $9.29BQ2 2021: $9.58BQ3 2021: $9.38BQ4 2021: $10.2BQ1 2022: $11.1BQ2 2022: $10.2BQ3 2022: $9.66BQ4 2022: $12.1BQ1 2023: $13.1BQ2 2023: $13.7BQ3 2023: $15.1BQ4 2023: $14.2BQ1 2024: $16.2BQ2 2024: $15.4BQ3 2024: $15.8BQ4 2024: $14.6BQ1 2025: $14.7BQ2 2025: $13.6BQ3 2025: $13.5BQ4 2025: $13.4BQ1 2026: $12.0BQ2 2026: $14.2B
Institutions holding EG and their total value by quarter
QuarterHoldersValue
Q2 2026690$14.2B
Q1 2026670$12.0B
Q4 2025685$13.4B
Q3 2025677$13.5B
Q2 2025673$13.6B
Q1 2025678$14.7B
Q4 2024694$14.6B
Q3 2024675$15.8B
Q2 2024631$15.4B
Q1 2024640$16.2B
Q4 2023669$14.2B
Q3 2023590$15.1B
Q2 2023582$13.7B
Q1 2023583$13.1B
Q4 2022558$12.1B
Q3 2022510$9.66B
Q2 2022532$10.2B
Q1 2022513$11.1B
Q4 2021479$10.2B
Q3 2021466$9.38B
Q2 2021455$9.58B
Q1 2021464$9.29B

Institutions, Q1 2025

Shares, value and share of portfolio for each institution holding Everest Group, Ltd.; share changes are against Q4 2024.

Institutions holding EG in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
CWA Asset Management Group, LLC798$289.9K0.01%−90−10.1%Reduced
United Capital Financial Advisers, LLC808$293.6K0.00%−80−9.0%Reduced
Voleon Capital Management LP815$296.1K0.02%−6,770−89.3%Reduced
Horizon Advisory Services, Inc.824$299.4K0.17%+24+3.0%Added
Walleye Trading LLC832$302.3K0.01%−142−14.6%Reduced
WBI Investments833$302.6K0.08%+833New
Advyzon Investment Management, LLC834$303.0K0.11%+834New
Clarius Group, LLC843$306.3K0.02%+3+0.4%Added
Flagship Harbor Advisors, LLC843$306.4K0.02%+30+3.7%Added
Klingenstein Fields & Co LP850$308.8K0.01%00.0%Unchanged
Csenge Advisory Group895$313.3K0.02%−161−15.2%Reduced
Blackhawk Capital Partners LLC.872$316.8K0.16%+166+23.5%Added
Machina Capital S.A.S.879$319.4K0.09%+879New
Scientech Research LLC886$321.9K0.09%+325+57.9%Added
MBB Public Markets I LLC901$327.4K0.04%+901New
EntryPoint Capital, LLC906$329.2K0.15%−133−12.8%Reduced
Siemens Fonds Invest GmbH906$329.2K0.02%00.0%Unchanged
Vestcor Inc914$332.0K0.01%+3+0.3%Added
Pitcairn Co936$340.1K0.02%00.0%Unchanged
Forum Financial Management, LP944$343.0K0.01%+6+0.6%Added
Sit Investment Associates Inc947$344.0K0.01%00.0%Unchanged
United Services Automobile Association960$347.5K0.01%+960New
VisionPoint Advisory Group, LLC957$347.7K0.12%+119+14.2%Added
Impact Partnership Wealth, LLC963$350.0K0.07%+963New
Colonial Trust Co964$350.3K0.05%+367+61.5%Added
Erste Asset Management GmbH1,000$362.0K0.00%00.0%Unchanged
Savant Capital, LLC1,017$369.4K0.00%−321−24.0%Reduced
Banco Bilbao Vizcaya Argentaria, S.A.1,025$372.1K0.00%+30+3.0%Added
Optimize Financial Inc1,040$377.9K0.14%+1,040New
Blair William & Co1,041$378.1K0.00%−258−19.9%Reduced
Atlas Capital Advisors LLC1,042$378.6K0.05%00.0%Unchanged
Bank of Stockton1,080$392.4K0.13%−60−5.3%Reduced
Huntington National Bank1,088$395.3K0.00%−65−5.6%Reduced
Wellington Shields & Co., LLC1,100$399.7K0.13%00.0%Unchanged
ASR Vermogensbeheer N.V.1,109$402.9K0.01%+1,109New
Trail Ridge Investment Advisors, LLC1,119$406.6K0.21%−303−21.3%Reduced
SummitTX Capital, L.P.1,142$414.9K0.02%+1,142New
Fifth Third Bancorp1,151$418.2K0.00%+176+18.1%Added
Checchi Capital Advisers, LLC1,157$420.4K0.03%−8−0.7%Reduced
BayBridge Capital Group, LLC1,170$425.2K0.31%−1,970−62.7%Reduced
Independent Advisor Alliance1,199$435.7K0.01%+63+5.5%Added
Mather Group, LLC.1,199$435.8K0.01%−32−2.6%Reduced
Tokio Marine Asset Management Co Ltd1,214$441.1K0.02%00.0%Unchanged
Sanctuary Advisors, LLC1,218$442.7K0.00%−120−9.0%Reduced
MBA Advisors LLC1,219$442.9K0.22%+1,219New
Assenagon Asset Management S.A.1,220$443.3K0.00%+70+6.1%Added
AXA S.A.1,225$445.1K0.00%−179−12.7%Reduced
Arete Wealth Advisors, LLC1,228$446.0K0.03%+345+39.1%Added
Investment Management Corp of Ontario1,228$446.2K0.01%00.0%Unchanged
Wealthstar Advisors, LLC1,232$447.6K0.20%+260+26.7%Added
Atria Investments LLC1,247$453.1K0.01%−355−22.2%Reduced
Rowland & Co Investment Counsel1,265$459.6K0.10%−30−2.3%Reduced
E&G Advisors, LP1,265$459.7K0.13%00.0%Unchanged
Advisor Group Holdings, Inc.1,284$466.9K0.00%−5,691−81.6%Reduced
Edgestream Partners, L.P.1,331$483.6K0.02%−5,778−81.3%Reduced
Tower Research Capital LLC (TRC)1,334$484.7K0.01%−1,811−57.6%Reduced
Nomura Holdings Inc1,363$495.2K0.00%−57−4.0%Reduced
Meiji Yasuda Asset Management Co Ltd.1,385$503.2K0.02%00.0%Unchanged
Farringdon Capital, Ltd.1,390$505.0K0.25%+1,390New
Oxford Asset Management LLP1,391$505.4K0.23%+1,391New
Merit Financial Group, LLC1,410$512.4K0.01%+1,410New
Greenleaf Trust1,412$513.0K0.00%+199+16.4%Added
Argent Trust Co1,430$519.6K0.02%−105−6.8%Reduced
Foundations Investment Advisors, LLC1,440$523.1K0.01%+779+117.9%Added
MeadowBrook Investment Advisors LLC1,440$523.2K0.49%−38−2.6%Reduced
Legacy Wealth Asset Management, LLC1,451$527.2K0.15%+1+0.1%Added
TownSquare Capital, LLC1,464$532.0K0.01%+1,464New
Aull & Monroe Investment Management Corp1,500$545.0K0.27%00.0%Unchanged
Curat Global, LLC1,601$549.5K0.67%+1,601New
Qsemble Capital Management, LP1,514$550.1K0.06%+1,514New
Bright Futures Wealth Management, LLC.1,628$558.2K0.61%−2,850−63.6%Reduced
Ieq Capital, LLC1,556$565.5K0.00%−58−3.6%Reduced
Verdence Capital Advisors LLC1,576$572.4K0.04%+507+47.4%Added
Jain Global LLC1,578$573.3K0.01%+896+131.4%Added
Baird Financial Group, Inc.1,602$582.1K0.00%+401+33.4%Added
Vident Advisory, LLC1,606$583.5K0.01%−7,350−82.1%Reduced
Bartlett & Co. Wealth Management LLC1,647$598.4K0.01%−75−4.4%Reduced
Worldquant Millennium Advisors LLC1,648$598.8K0.00%−429−20.7%Reduced
Keybank National Association1,655$601.3K0.00%+337+25.6%Added
Peloton Wealth Strategists1,663$604.0K0.25%+183+12.4%Added
Unison Advisors LLC1,673$607.9K0.08%+9+0.5%Added
Avantax Advisory Services, Inc.1,685$612.2K0.00%−171−9.2%Reduced
Metis Global Partners, LLC1,713$622.4K0.02%−655−27.7%Reduced
Quadrant Capital Group LLC1,731$628.9K0.02%+1,529+756.9%Added
Chesley Taft & Associates LLC1,772$643.8K0.03%−255−12.6%Reduced
Bayforest Capital Ltd1,780$646.7K0.28%+1,693+1,946.0%Added
Vontobel Holding Ltd.1,781$647.1K0.00%+36+2.1%Added
Y-Intercept (Hong Kong) Ltd1,801$654.4K0.04%−1,441−44.4%Reduced
Toroso Investments, LLC1,805$655.8K0.01%−1,568−46.5%Reduced
Magnetar Financial LLC1,808$656.9K0.01%+1,808New
Pensionmark Financial Group, LLC1,827$663.6K0.02%+765+72.0%Added
Gotham Asset Management, LLC1,828$664.2K0.01%−789−30.1%Reduced
GWM Advisors LLC1,829$664.6K0.00%−99−5.1%Reduced
Greenwood Capital Associates LLC1,836$667.1K0.09%+22+1.2%Added
Heron Bay Capital Management1,837$667.4K0.14%+510+38.4%Added
Bridgefront Capital, LLC1,844$670.0K0.19%+1,844New
ExodusPoint Capital Management, LP1,843$670.0K0.01%−8,833−82.7%Reduced
Crossmark Global Holdings, Inc.1,856$674.3K0.01%−2,889−60.9%Reduced
Wealthfront Advisers LLC1,862$676.5K0.00%−1,795−49.1%Reduced
Legend Financial Advisors, Inc.1,869$679.1K0.50%+9+0.5%Added