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 |
|---|---|---|---|---|---|
| Texas Yale Capital Corp. | 650 | $236.2K | 0.01% | 00.0% | Unchanged |
| SCS Capital Management LLC | 649 | $235.6K | 0.00% | +649 | New |
| Lido Advisors, LLC | 636 | $231.2K | 0.00% | +5+0.8% | Added |
| Sowell Financial Services LLC | 635 | $230.8K | 0.01% | +635 | New |
| Smithfield Trust Co | 630 | $229.0K | 0.01% | 00.0% | Unchanged |
| Horizon Investments, LLC | 625 | $227.1K | 0.01% | +25+4.2% | Added |
| Howard Bailey Securities, LLC | 623 | $226.4K | 0.08% | −154−19.8% | Reduced |
| Simplicity Wealth,LLC | 621 | $225.6K | 0.02% | +621 | New |
| Covestor Ltd | 615 | $224.0K | 0.15% | +1+0.2% | Added |
| Berger Financial Group, Inc | 616 | $223.8K | 0.02% | −12,265−95.2% | Reduced |
| Quent Capital, LLC | 603 | $219.2K | 0.02% | −8−1.3% | Reduced |
| NEOS Investment Management LLC | 601 | $218.4K | 0.00% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 599 | $217.6K | 0.02% | +31+5.5% | Added |
| Prime Capital Investment Advisors, LLC | 598 | $217.3K | 0.00% | +598 | New |
| Rossby Financial, LCC | 614 | $216.8K | 0.09% | +614 | New |
| Paragon Capital Management Ltd | 589 | $214.2K | 0.04% | −111−15.9% | Reduced |
| Private Advisor Group, LLC | 588 | $213.6K | 0.00% | +588 | New |
| Profund Advisors LLC | 588 | $213.6K | 0.01% | −15−2.5% | Reduced |
| Baader Bank INC | 595 | $213.4K | 0.02% | +37+6.6% | Added |
| Alpha Omega Wealth Management LLC | 583 | $211.8K | 0.04% | −28−4.6% | Reduced |
| NewEdge Wealth, LLC | 578 | $209.9K | 0.00% | +578 | New |
| Ascent Group, LLC | 575 | $208.9K | 0.01% | −19−3.2% | Reduced |
| Dynasty Wealth Management, LLC | 564 | $204.8K | 0.00% | +564 | New |
| Centaurus Financial, Inc. | 556 | $202.0K | 0.01% | +16+3.0% | Added |
| Darwin Advisors, LLC | 553 | $200.8K | 0.07% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 545 | $198.0K | 0.00% | −16−2.9% | Reduced |
| Ronald Blue Trust, Inc. | 541 | $196.6K | 0.00% | +191+54.6% | Added |
| Central Trust Co | 518 | $188.2K | 0.00% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 513 | $186.4K | 0.00% | −15,487−96.8% | Reduced |
| Webster Bank, N. A. | 500 | $181.7K | 0.02% | 00.0% | Unchanged |
| Principal Securities, Inc. | 496 | $179.8K | 0.00% | 00.0% | Unchanged |
| PEAK6 LLC | 490 | $178.1K | 0.01% | −2,477−83.5% | Reduced |
| CX Institutional | 482 | $175.0K | 0.01% | +482 | New |
| GAMMA Investing LLC | 480 | $174.4K | 0.01% | −65−11.9% | Reduced |
| Westpac Banking Corp | 471 | $171.1K | 0.01% | −14−2.9% | Reduced |
| Versant Capital Management, Inc | 439 | $159.5K | 0.03% | +199+82.9% | Added |
| Ameritas Investment Partners, Inc. | 438 | $159.1K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 437 | $158.8K | 0.00% | +44+11.2% | Added |
| Simplex Trading, LLC | 430 | $156.0K | 0.01% | +430 | New |
| 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 |
| Capital A Wealth Management, LLC | 379 | $137.7K | 0.14% | 00.0% | Unchanged |
| Grove Bank & Trust | 375 | $136.2K | 0.02% | −25−6.3% | Reduced |
| Lindbrook Capital, LLC | 355 | $129.0K | 0.01% | +270+317.6% | Added |
| Stephenson National Bank & Trust | 329 | $119.5K | 0.04% | −37−10.1% | Reduced |
| Signaturefd, LLC | 329 | $119.5K | 0.00% | +5+1.5% | Added |
| State of Wyoming | 279 | $101.4K | 0.01% | −1,384−83.2% | Reduced |
| Ci Investments Inc. | 271 | $98.0K | 0.00% | +17+6.7% | Added |
| Asset Dedication, LLC | 250 | $90.8K | 0.01% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 240 | $87.0K | 0.01% | −14−5.5% | Reduced |
| EverSource Wealth Advisors, LLC | 230 | $83.6K | 0.00% | +19+9.0% | Added |
| Private Trust Co NA | 207 | $75.2K | 0.01% | +11+5.6% | Added |
| First Financial Corp | 200 | $72.7K | 0.04% | 00.0% | Unchanged |
| Quarry LP | 199 | $72.3K | 0.02% | +199 | New |
| Bryn Mawr Trust Co | 188 | $68.3K | 0.00% | −7−3.6% | Reduced |
| Geneos Wealth Management Inc. | 181 | $65.8K | 0.00% | +90+98.9% | Added |
| MAI Capital Management | 166 | $60.4K | 0.00% | −15−8.3% | Reduced |
| Key Financial Inc | 159 | $57.8K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 155 | $56.0K | 0.00% | −105−40.4% | Reduced |
| Bruce G. Allen Investments, LLC | 154 | $56.0K | 0.04% | +68+79.1% | Added |
| Park Square Financial Group, LLC | 152 | $55.2K | 0.04% | −136−47.2% | Reduced |
| Skopos Labs, Inc. | 148 | $53.8K | 0.01% | +28+23.3% | Added |
| Parkside Financial Bank & Trust | 126 | $45.7K | 0.01% | −9−6.7% | Reduced |
| SRS Capital Advisors, Inc. | 125 | $45.4K | 0.00% | +55+78.6% | Added |
| Private Wealth Asset Management, LLC | 117 | $42.5K | 0.01% | +117 | New |
| Whittier Trust Co of Nevada Inc | 115 | $41.8K | 0.00% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 125 | $41.0K | 0.03% | −37−22.8% | Reduced |
| Montag A & Associates Inc | 110 | $40.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 107 | $38.9K | 0.00% | +10+10.3% | Added |
| Thompson Investment Management, Inc. | 104 | $37.8K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 102 | $37.1K | 0.03% | −9−8.1% | Reduced |
| Zions Bancorporation, National Association | 93 | $33.8K | 0.00% | +93 | New |
| GPS Wealth Strategies Group, LLC | 92 | $33.4K | 0.00% | −37−28.7% | Reduced |
| Allworth Financial LP | 93 | $33.1K | 0.00% | +23+32.9% | Added |
| TSFG, LLC | 90 | $33.0K | 0.01% | +90 | New |
| Eastern Bank | 90 | $32.7K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 83 | $30.2K | 0.02% | +1+1.2% | Added |
| Boston Private Wealth LLC | 83 | $30.2K | 0.00% | +83 | New |
| Jones Financial Companies LLLP | 83 | $30.0K | 0.00% | −17−17.0% | Reduced |
| DT Investment Partners, LLC | 82 | $29.8K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 80 | $29.1K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 80 | $29.1K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 80 | $29.1K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 80 | $29.1K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 79 | $28.7K | 0.00% | +12+17.9% | Added |
| Chesapeake Asset Management LLC | 76 | $27.6K | 0.03% | −427−84.9% | Reduced |
| Whipplewood Advisors, LLC | 80 | $24.3K | 0.01% | +13+19.4% | Added |
| Moisand Fitzgerald Tamayo, LLC | 64 | $23.3K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 62 | $22.5K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 61 | $22.2K | 0.00% | +31+103.3% | Added |
| Cornerstone Planning Group LLC | 60 | $21.4K | 0.01% | +60 | New |
| Piscataqua Savings Bank | 56 | $20.3K | 0.02% | 00.0% | Unchanged |
| Riverview Trust Co | 55 | $20.0K | 0.02% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 51 | $18.5K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 49 | $17.8K | 0.01% | +9+22.5% | Added |
| Smartleaf Asset Management LLC | 48 | $17.6K | 0.00% | −27−36.0% | Reduced |
| 1248 Management, LLC | 48 | $17.4K | 0.01% | +48 | New |
| CVA Family Office, LLC | 41 | $14.9K | 0.00% | −4−8.9% | Reduced |
| GHP Investment Advisors, Inc. | 41 | $14.9K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 41 | $14.9K | 0.00% | 00.0% | Unchanged |