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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
Worldquant Millennium Advisors LLC1,648$598.8K0.00%−429−20.7%Reduced
Bartlett & Co. Wealth Management LLC1,647$598.4K0.01%−75−4.4%Reduced
Vident Advisory, LLC1,606$583.5K0.01%−7,350−82.1%Reduced
Baird Financial Group, Inc.1,602$582.1K0.00%+401+33.4%Added
Jain Global LLC1,578$573.3K0.01%+896+131.4%Added
Verdence Capital Advisors LLC1,576$572.4K0.04%+507+47.4%Added
Ieq Capital, LLC1,556$565.5K0.00%−58−3.6%Reduced
Bright Futures Wealth Management, LLC.1,628$558.2K0.61%−2,850−63.6%Reduced
Qsemble Capital Management, LP1,514$550.1K0.06%+1,514New
Curat Global, LLC1,601$549.5K0.67%+1,601New
Aull & Monroe Investment Management Corp1,500$545.0K0.27%00.0%Unchanged
TownSquare Capital, LLC1,464$532.0K0.01%+1,464New
Legacy Wealth Asset Management, LLC1,451$527.2K0.15%+1+0.1%Added
MeadowBrook Investment Advisors LLC1,440$523.2K0.49%−38−2.6%Reduced
Foundations Investment Advisors, LLC1,440$523.1K0.01%+779+117.9%Added
Argent Trust Co1,430$519.6K0.02%−105−6.8%Reduced
Greenleaf Trust1,412$513.0K0.00%+199+16.4%Added
Merit Financial Group, LLC1,410$512.4K0.01%+1,410New
Oxford Asset Management LLP1,391$505.4K0.23%+1,391New
Farringdon Capital, Ltd.1,390$505.0K0.25%+1,390New
Meiji Yasuda Asset Management Co Ltd.1,385$503.2K0.02%00.0%Unchanged
Nomura Holdings Inc1,363$495.2K0.00%−57−4.0%Reduced
Tower Research Capital LLC (TRC)1,334$484.7K0.01%−1,811−57.6%Reduced
Edgestream Partners, L.P.1,331$483.6K0.02%−5,778−81.3%Reduced
Advisor Group Holdings, Inc.1,284$466.9K0.00%−5,691−81.6%Reduced
E&G Advisors, LP1,265$459.7K0.13%00.0%Unchanged
Rowland & Co Investment Counsel1,265$459.6K0.10%−30−2.3%Reduced
Atria Investments LLC1,247$453.1K0.01%−355−22.2%Reduced
Wealthstar Advisors, LLC1,232$447.6K0.20%+260+26.7%Added
Investment Management Corp of Ontario1,228$446.2K0.01%00.0%Unchanged
Arete Wealth Advisors, LLC1,228$446.0K0.03%+345+39.1%Added
AXA S.A.1,225$445.1K0.00%−179−12.7%Reduced
Assenagon Asset Management S.A.1,220$443.3K0.00%+70+6.1%Added
MBA Advisors LLC1,219$442.9K0.22%+1,219New
Sanctuary Advisors, LLC1,218$442.7K0.00%−120−9.0%Reduced
Tokio Marine Asset Management Co Ltd1,214$441.1K0.02%00.0%Unchanged
Mather Group, LLC.1,199$435.8K0.01%−32−2.6%Reduced
Independent Advisor Alliance1,199$435.7K0.01%+63+5.5%Added
BayBridge Capital Group, LLC1,170$425.2K0.31%−1,970−62.7%Reduced
Checchi Capital Advisers, LLC1,157$420.4K0.03%−8−0.7%Reduced
Fifth Third Bancorp1,151$418.2K0.00%+176+18.1%Added
SummitTX Capital, L.P.1,142$414.9K0.02%+1,142New
Trail Ridge Investment Advisors, LLC1,119$406.6K0.21%−303−21.3%Reduced
ASR Vermogensbeheer N.V.1,109$402.9K0.01%+1,109New
Wellington Shields & Co., LLC1,100$399.7K0.13%00.0%Unchanged
Huntington National Bank1,088$395.3K0.00%−65−5.6%Reduced
Bank of Stockton1,080$392.4K0.13%−60−5.3%Reduced
Atlas Capital Advisors LLC1,042$378.6K0.05%00.0%Unchanged
Blair William & Co1,041$378.1K0.00%−258−19.9%Reduced
Optimize Financial Inc1,040$377.9K0.14%+1,040New
Banco Bilbao Vizcaya Argentaria, S.A.1,025$372.1K0.00%+30+3.0%Added
Savant Capital, LLC1,017$369.4K0.00%−321−24.0%Reduced
Erste Asset Management GmbH1,000$362.0K0.00%00.0%Unchanged
Colonial Trust Co964$350.3K0.05%+367+61.5%Added
Impact Partnership Wealth, LLC963$350.0K0.07%+963New
VisionPoint Advisory Group, LLC957$347.7K0.12%+119+14.2%Added
United Services Automobile Association960$347.5K0.01%+960New
Sit Investment Associates Inc947$344.0K0.01%00.0%Unchanged
Forum Financial Management, LP944$343.0K0.01%+6+0.6%Added
Pitcairn Co936$340.1K0.02%00.0%Unchanged
Vestcor Inc914$332.0K0.01%+3+0.3%Added
EntryPoint Capital, LLC906$329.2K0.15%−133−12.8%Reduced
Siemens Fonds Invest GmbH906$329.2K0.02%00.0%Unchanged
MBB Public Markets I LLC901$327.4K0.04%+901New
Scientech Research LLC886$321.9K0.09%+325+57.9%Added
Machina Capital S.A.S.879$319.4K0.09%+879New
Blackhawk Capital Partners LLC.872$316.8K0.16%+166+23.5%Added
Csenge Advisory Group895$313.3K0.02%−161−15.2%Reduced
Klingenstein Fields & Co LP850$308.8K0.01%00.0%Unchanged
Flagship Harbor Advisors, LLC843$306.4K0.02%+30+3.7%Added
Clarius Group, LLC843$306.3K0.02%+3+0.4%Added
Advyzon Investment Management, LLC834$303.0K0.11%+834New
WBI Investments833$302.6K0.08%+833New
Walleye Trading LLC832$302.3K0.01%−142−14.6%Reduced
Horizon Advisory Services, Inc.824$299.4K0.17%+24+3.0%Added
Voleon Capital Management LP815$296.1K0.02%−6,770−89.3%Reduced
United Capital Financial Advisers, LLC808$293.6K0.00%−80−9.0%Reduced
CWA Asset Management Group, LLC798$289.9K0.01%−90−10.1%Reduced
National Asset Management, Inc.795$288.9K0.01%+795New
Farther Finance Advisors, LLC782$285.8K0.01%+589+305.2%Added
Somerset Trust Co785$285.2K0.10%+216+38.0%Added
R Squared Ltd780$283.4K0.30%+210+36.8%Added
Transatlantique Private Wealth LLC778$282.7K0.11%−896−53.5%Reduced
V-Square Quantitative Management LLC774$281.2K0.04%−10−1.3%Reduced
Coldstream Capital Management Inc770$279.8K0.01%−182−19.1%Reduced
Mma Asset Management LLC768$279.0K0.12%00.0%Unchanged
MUFG Securities Americas Inc.761$276.5K0.03%+126+19.8%Added
RFG Advisory, LLC758$275.4K0.01%+758New
Lester Murray Antman dba SimplyRich755$274.0K0.08%−573−43.1%Reduced
Oversea-Chinese Banking CORP Ltd749$272.1K0.01%00.0%Unchanged
CIBC World Markets Inc.749$272.1K0.00%+27+3.7%Added
Van Eck Associates Corp733$266.0K0.00%+53+7.8%Added
Ancora Advisors, LLC725$263.4K0.01%00.0%Unchanged
Moors & Cabot, Inc.679$246.7K0.01%−25−3.6%Reduced
HFG Advisors, Inc.675$245.2K0.21%00.0%Unchanged
Personal Cfo Solutions, LLC670$243.4K0.05%−202−23.2%Reduced
Leonteq Securities AG670$243.4K0.02%00.0%Unchanged
Red Door Wealth Management, LLC670$243.4K0.04%00.0%Unchanged
Main Street Financial Solutions, LLC669$243.1K0.02%+15+2.3%Added
Advisors Asset Management, Inc.651$236.5K0.00%−436−40.1%Reduced