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 |
|---|---|---|---|---|---|
| Sculati Wealth Management, LLC | 1,875 | $681.2K | 0.28% | +732+64.0% | Added |
| Leuthold Group, LLC | 1,883 | $684.1K | 0.09% | −15,582−89.2% | Reduced |
| ING Groep NV | 1,928 | $700.5K | 0.00% | −14−0.7% | Reduced |
| Dakota Wealth Management | 1,948 | $707.8K | 0.02% | +3+0.2% | Added |
| Jefferies Financial Group Inc. | 1,960 | $712.1K | 0.01% | −11,202−85.1% | Reduced |
| Nebula Research & Development LLC | 1,961 | $712.5K | 0.07% | −812−29.3% | Reduced |
| TFB Advisors LLC | 1,974 | $717.2K | 0.21% | −16−0.8% | Reduced |
| New Mexico Educational Retirement Board | 2,000 | $727.0K | 0.03% | −100−4.8% | Reduced |
| Old National Bancorp | 2,007 | $729.2K | 0.02% | −769−27.7% | Reduced |
| Maryland State Retirement & Pension System | 2,011 | $730.7K | 0.02% | −371−15.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 2,005 | $732.6K | 0.00% | −18,211−90.1% | Reduced |
| Waterway Wealth Management, LLC | 2,047 | $743.9K | 0.31% | +985+92.7% | Added |
| Perigon Wealth Management, LLC | 2,054 | $746.2K | 0.02% | +165+8.7% | Added |
| Dana Investment Advisors, Inc. | 2,083 | $756.8K | 0.03% | 00.0% | Unchanged |
| Mount Lucas Management LP | 2,103 | $764.1K | 0.36% | −3,134−59.8% | Reduced |
| Quantitative Investment Management, LLC | 2,132 | $774.0K | 0.07% | +2,132 | New |
| Elevated Capital Advisors, LLC | 2,149 | $780.9K | 0.22% | −44−2.0% | Reduced |
| Pacer Advisors, Inc. | 2,159 | $784.4K | 0.00% | −3,723−63.3% | Reduced |
| Croban | 2,168 | $787.6K | 0.73% | +2,168 | New |
| Synovus Financial Corp | 2,174 | $789.9K | 0.01% | −148−6.4% | Reduced |
| Capital Insight Partners, LLC | 2,181 | $792.4K | 0.14% | +118+5.7% | Added |
| Norinchukin Bank, The | 2,213 | $804.0K | 0.01% | +286+14.8% | Added |
| Avidian Wealth Solutions, LLC | 2,224 | $808.0K | 0.04% | −177−7.4% | Reduced |
| Citadel Investment Advisory, Inc. | 2,227 | $809.0K | 0.40% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 2,245 | $815.0K | 0.03% | −1,140−33.7% | Reduced |
| Daymark Wealth Partners, LLC | 2,250 | $817.5K | 0.04% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 2,253 | $818.6K | 0.01% | −7−0.3% | Reduced |
| Renaissance Group LLC | 2,258 | $820.4K | 0.04% | +148+7.0% | Added |
| Center For Asset Management LLC | 2,266 | $823.3K | 0.50% | −88−3.7% | Reduced |
| XTX Topco Ltd | 2,273 | $825.8K | 0.04% | +2,273 | New |
| O'Shaughnessy Asset Management, LLC | 2,282 | $829.1K | 0.01% | −84−3.6% | Reduced |
| Oak Thistle LLC | 2,283 | $829.5K | 0.17% | +2,283 | New |
| Securian Asset Management, Inc | 2,286 | $830.6K | 0.03% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 2,300 | $835.7K | 0.02% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 2,564 | $851.4K | 0.00% | +81+3.3% | Added |
| Ipswich Investment Management Co., Inc. | 2,350 | $853.8K | 0.21% | +250+11.9% | Added |
| MML Investors Services, LLC | 2,373 | $862.0K | 0.00% | +615+35.0% | Added |
| Hancock Whitney Corp | 2,418 | $878.5K | 0.03% | −3,719−60.6% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 2,443 | $887.6K | 0.03% | 00.0% | Unchanged |
| Commerce Bank | 2,452 | $890.9K | 0.01% | +48+2.0% | Added |
| M&T Bank Corp | 2,489 | $903.9K | 0.00% | +113+4.8% | Added |
| PAX Financial Group, LLC | 2,494 | $906.2K | 0.16% | +101+4.2% | Added |
| Colony Group, LLC | 2,527 | $918.2K | 0.00% | −9,025−78.1% | Reduced |
| Neuberger Berman Group LLC | 2,539 | $922.5K | 0.00% | +817+47.4% | Added |
| CSS LLC | 2,550 | $926.5K | 0.06% | −640−20.1% | Reduced |
| Captrust Financial Advisors | 2,593 | $942.2K | 0.00% | +5+0.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 2,617 | $951.0K | 0.00% | −340−11.5% | Reduced |
| NorthCrest Asset Manangement, LLC | 2,627 | $954.5K | 0.03% | +22+0.8% | Added |
| HighTower Advisors, LLC | 2,634 | $957.1K | 0.00% | −1,329−33.5% | Reduced |
| D.A. Davidson & Co. | 2,652 | $963.6K | 0.01% | +634+31.4% | Added |
| Traynor Capital Management, Inc. | 2,674 | $971.6K | 0.08% | +46+1.8% | Added |
| BNP Paribas | 2,670 | $975.4K | 0.04% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 2,708 | $983.9K | 0.01% | +631+30.4% | Added |
| Federation des caisses Desjardins du Quebec | 2,710 | $985.1K | 0.00% | +932+52.4% | Added |
| Exchange Traded Concepts, LLC | 2,910 | $1.06M | 0.02% | +109+3.9% | Added |
| Randolph Co Inc | 2,968 | $1.08M | 0.13% | −556−15.8% | Reduced |
| Cetera Investment Advisers | 3,065 | $1.11M | 0.00% | +294+10.6% | Added |
| La Banque Postale Asset Management SA | 3,075 | $1.12M | 0.02% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 3,156 | $1.15M | 0.01% | 00.0% | Unchanged |
| Diversified Trust Co | 3,168 | $1.15M | 0.03% | −2,155−40.5% | Reduced |
| Poehling Capital Management, LLC | 3,192 | $1.16M | 0.29% | +3,192 | New |
| Icon Advisers Inc | 3,200 | $1.16M | 0.27% | 00.0% | Unchanged |
| Schroder Investment Management Group | 3,253 | $1.18M | 0.00% | −7,678−70.2% | Reduced |
| Whittier Trust Co | 3,245 | $1.18M | 0.02% | −541−14.3% | Reduced |
| Graham Capital Management, L.P. | 3,405 | $1.24M | 0.04% | +1,383+68.4% | Added |
| Two Sigma Securities, LLC | 3,432 | $1.25M | 0.19% | +2,660+344.6% | Added |
| Mizuho Securities USA LLC | 3,441 | $1.25M | 0.03% | −632−15.5% | Reduced |
| Hartford Investment Management Co | 3,442 | $1.25M | 0.04% | −101−2.9% | Reduced |
| Candriam Luxembourg S.C.A. | 3,454 | $1.25M | 0.01% | −1,886−35.3% | Reduced |
| Nordea Investment Management AB | 3,537 | $1.29M | 0.00% | +11+0.3% | Added |
| Ingalls & Snyder LLC | 3,554 | $1.29M | 0.04% | −820−18.7% | Reduced |
| Aigen Investment Management, LP | 3,566 | $1.30M | 0.21% | +3,566 | New |
| Brinker Capital Investments, LLC | 3,578 | $1.30M | 0.01% | +598+20.1% | Added |
| Orion Portfolio Solutions, LLC | 3,578 | $1.30M | 0.01% | +598+20.1% | Added |
| Oregon Public Employees Retirement Fund | 3,687 | $1.34M | 0.03% | 00.0% | Unchanged |
| Ostrum Asset Management | 3,709 | $1.35M | 0.07% | −2,364−38.9% | Reduced |
| Uncommon Cents Investing LLC | 3,786 | $1.38M | 0.40% | −44−1.1% | Reduced |
| USS Investment Management Ltd | 3,853 | $1.40M | 0.01% | 00.0% | Unchanged |
| Quinn Opportunity Partners LLC | 3,872 | $1.41M | 0.10% | 00.0% | Unchanged |
| Delphi Management Inc | 3,938 | $1.43M | 1.46% | −334−7.8% | Reduced |
| Allstate Corp | 4,062 | $1.48M | 0.04% | +2,665+190.8% | Added |
| Foster & Motley Inc | 4,066 | $1.48M | 0.09% | −1,011−19.9% | Reduced |
| Creative Planning | 4,095 | $1.49M | 0.00% | +676+19.8% | Added |
| Public Employees Retirement Association of Colorado | 4,099 | $1.49M | 0.01% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 4,111 | $1.49M | 0.02% | 00.0% | Unchanged |
| Lifeworks Advisors, LLC | 4,121 | $1.50M | 0.25% | −12,838−75.7% | Reduced |
| First Manhattan Co | 4,200 | $1.53M | 0.00% | 00.0% | Unchanged |
| J. Safra Sarasin Holding AG | 4,226 | $1.54M | 0.03% | −159−3.6% | Reduced |
| Natixis | 4,237 | $1.54M | 0.01% | −8,186−65.9% | Reduced |
| Robertson Stephens Wealth Management, LLC | 4,362 | $1.58M | 0.06% | −55−1.2% | Reduced |
| 1832 Asset Management L.P. | 4,373 | $1.59M | 0.00% | −90−2.0% | Reduced |
| Wolverine Trading, LLC | 4,447 | $1.61M | 0.05% | −4,255−48.9% | Reduced |
| Everence Capital Management Inc | 4,490 | $1.63M | 0.11% | +1,650+58.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 4,555 | $1.66M | 0.00% | −125−2.7% | Reduced |
| Lowe Brockenbrough & Co Inc | 4,558 | $1.66M | 0.11% | −25−0.5% | Reduced |
| Verition Fund Management LLC | 4,620 | $1.68M | 0.01% | +1,675+56.9% | Added |
| Banque Cantonale Vaudoise | 4,649 | $1.69M | 0.07% | +4,649 | New |
| Mirae Asset Global Investments Co., Ltd. | 4,671 | $1.69M | 0.01% | +658+16.4% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 4,669 | $1.70M | 0.02% | +64+1.4% | Added |
| Kestra Advisory Services, LLC | 4,692 | $1.70M | 0.01% | +829+21.5% | Added |