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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
USS Investment Management Ltd3,853$1.40M0.01%00.0%Unchanged
Uncommon Cents Investing LLC3,786$1.38M0.40%−44−1.1%Reduced
Ostrum Asset Management3,709$1.35M0.07%−2,364−38.9%Reduced
Oregon Public Employees Retirement Fund3,687$1.34M0.03%00.0%Unchanged
Brinker Capital Investments, LLC3,578$1.30M0.01%+598+20.1%Added
Orion Portfolio Solutions, LLC3,578$1.30M0.01%+598+20.1%Added
Aigen Investment Management, LP3,566$1.30M0.21%+3,566New
Ingalls & Snyder LLC3,554$1.29M0.04%−820−18.7%Reduced
Nordea Investment Management AB3,537$1.29M0.00%+11+0.3%Added
Candriam Luxembourg S.C.A.3,454$1.25M0.01%−1,886−35.3%Reduced
Hartford Investment Management Co3,442$1.25M0.04%−101−2.9%Reduced
Mizuho Securities USA LLC3,441$1.25M0.03%−632−15.5%Reduced
Two Sigma Securities, LLC3,432$1.25M0.19%+2,660+344.6%Added
Graham Capital Management, L.P.3,405$1.24M0.04%+1,383+68.4%Added
Whittier Trust Co3,245$1.18M0.02%−541−14.3%Reduced
Schroder Investment Management Group3,253$1.18M0.00%−7,678−70.2%Reduced
Icon Advisers Inc3,200$1.16M0.27%00.0%Unchanged
Poehling Capital Management, LLC3,192$1.16M0.29%+3,192New
Diversified Trust Co3,168$1.15M0.03%−2,155−40.5%Reduced
Teachers Retirement System of the State of Kentucky3,156$1.15M0.01%00.0%Unchanged
La Banque Postale Asset Management SA3,075$1.12M0.02%00.0%Unchanged
Cetera Investment Advisers3,065$1.11M0.00%+294+10.6%Added
Randolph Co Inc2,968$1.08M0.13%−556−15.8%Reduced
Exchange Traded Concepts, LLC2,910$1.06M0.02%+109+3.9%Added
Federation des caisses Desjardins du Quebec2,710$985.1K0.00%+932+52.4%Added
Guggenheim Capital LLC2,708$983.9K0.01%+631+30.4%Added
BNP Paribas2,670$975.4K0.04%00.0%Unchanged
Traynor Capital Management, Inc.2,674$971.6K0.08%+46+1.8%Added
D.A. Davidson & Co.2,652$963.6K0.01%+634+31.4%Added
HighTower Advisors, LLC2,634$957.1K0.00%−1,329−33.5%Reduced
NorthCrest Asset Manangement, LLC2,627$954.5K0.03%+22+0.8%Added
Cambridge Investment Research Advisors, Inc.2,617$951.0K0.00%−340−11.5%Reduced
Captrust Financial Advisors2,593$942.2K0.00%+5+0.2%Added
CSS LLC2,550$926.5K0.06%−640−20.1%Reduced
Neuberger Berman Group LLC2,539$922.5K0.00%+817+47.4%Added
Colony Group, LLC2,527$918.2K0.00%−9,025−78.1%Reduced
PAX Financial Group, LLC2,494$906.2K0.16%+101+4.2%Added
M&T Bank Corp2,489$903.9K0.00%+113+4.8%Added
Commerce Bank2,452$890.9K0.01%+48+2.0%Added
Dai-Ichi Life Insurance Company, Ltd2,443$887.6K0.03%00.0%Unchanged
Hancock Whitney Corp2,418$878.5K0.03%−3,719−60.6%Reduced
MML Investors Services, LLC2,373$862.0K0.00%+615+35.0%Added
Ipswich Investment Management Co., Inc.2,350$853.8K0.21%+250+11.9%Added
CIBC Private Wealth Group, LLC2,564$851.4K0.00%+81+3.3%Added
Louisiana State Employees Retirement System2,300$835.7K0.02%00.0%Unchanged
Securian Asset Management, Inc2,286$830.6K0.03%00.0%Unchanged
Oak Thistle LLC2,283$829.5K0.17%+2,283New
O'Shaughnessy Asset Management, LLC2,282$829.1K0.01%−84−3.6%Reduced
XTX Topco Ltd2,273$825.8K0.04%+2,273New
Center For Asset Management LLC2,266$823.3K0.50%−88−3.7%Reduced
Renaissance Group LLC2,258$820.4K0.04%+148+7.0%Added
HB Wealth Management, LLC2,253$818.6K0.01%−7−0.3%Reduced
Daymark Wealth Partners, LLC2,250$817.5K0.04%00.0%Unchanged
Gulf International Bank (UK) Ltd2,245$815.0K0.03%−1,140−33.7%Reduced
Citadel Investment Advisory, Inc.2,227$809.0K0.40%00.0%Unchanged
Avidian Wealth Solutions, LLC2,224$808.0K0.04%−177−7.4%Reduced
Norinchukin Bank, The2,213$804.0K0.01%+286+14.8%Added
Capital Insight Partners, LLC2,181$792.4K0.14%+118+5.7%Added
Synovus Financial Corp2,174$789.9K0.01%−148−6.4%Reduced
Croban2,168$787.6K0.73%+2,168New
Pacer Advisors, Inc.2,159$784.4K0.00%−3,723−63.3%Reduced
Elevated Capital Advisors, LLC2,149$780.9K0.22%−44−2.0%Reduced
Quantitative Investment Management, LLC2,132$774.0K0.07%+2,132New
Mount Lucas Management LP2,103$764.1K0.36%−3,134−59.8%Reduced
Dana Investment Advisors, Inc.2,083$756.8K0.03%00.0%Unchanged
Perigon Wealth Management, LLC2,054$746.2K0.02%+165+8.7%Added
Waterway Wealth Management, LLC2,047$743.9K0.31%+985+92.7%Added
Allspring Global Investments Holdings, LLC2,005$732.6K0.00%−18,211−90.1%Reduced
Maryland State Retirement & Pension System2,011$730.7K0.02%−371−15.6%Reduced
Old National Bancorp2,007$729.2K0.02%−769−27.7%Reduced
New Mexico Educational Retirement Board2,000$727.0K0.03%−100−4.8%Reduced
TFB Advisors LLC1,974$717.2K0.21%−16−0.8%Reduced
Nebula Research & Development LLC1,961$712.5K0.07%−812−29.3%Reduced
Jefferies Financial Group Inc.1,960$712.1K0.01%−11,202−85.1%Reduced
Dakota Wealth Management1,948$707.8K0.02%+3+0.2%Added
ING Groep NV1,928$700.5K0.00%−14−0.7%Reduced
Leuthold Group, LLC1,883$684.1K0.09%−15,582−89.2%Reduced
Sculati Wealth Management, LLC1,875$681.2K0.28%+732+64.0%Added
Legend Financial Advisors, Inc.1,869$679.1K0.50%+9+0.5%Added
Wealthfront Advisers LLC1,862$676.5K0.00%−1,795−49.1%Reduced
Crossmark Global Holdings, Inc.1,856$674.3K0.01%−2,889−60.9%Reduced
ExodusPoint Capital Management, LP1,843$670.0K0.01%−8,833−82.7%Reduced
Bridgefront Capital, LLC1,844$670.0K0.19%+1,844New
Heron Bay Capital Management1,837$667.4K0.14%+510+38.4%Added
Greenwood Capital Associates LLC1,836$667.1K0.09%+22+1.2%Added
GWM Advisors LLC1,829$664.6K0.00%−99−5.1%Reduced
Gotham Asset Management, LLC1,828$664.2K0.01%−789−30.1%Reduced
Pensionmark Financial Group, LLC1,827$663.6K0.02%+765+72.0%Added
Magnetar Financial LLC1,808$656.9K0.01%+1,808New
Toroso Investments, LLC1,805$655.8K0.01%−1,568−46.5%Reduced
Y-Intercept (Hong Kong) Ltd1,801$654.4K0.04%−1,441−44.4%Reduced
Vontobel Holding Ltd.1,781$647.1K0.00%+36+2.1%Added
Bayforest Capital Ltd1,780$646.7K0.28%+1,693+1,946.0%Added
Chesley Taft & Associates LLC1,772$643.8K0.03%−255−12.6%Reduced
Quadrant Capital Group LLC1,731$628.9K0.02%+1,529+756.9%Added
Metis Global Partners, LLC1,713$622.4K0.02%−655−27.7%Reduced
Avantax Advisory Services, Inc.1,685$612.2K0.00%−171−9.2%Reduced
Unison Advisors LLC1,673$607.9K0.08%+9+0.5%Added
Peloton Wealth Strategists1,663$604.0K0.25%+183+12.4%Added
Keybank National Association1,655$601.3K0.00%+337+25.6%Added