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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
Barrett & Company, Inc.40$14.5K0.01%00.0%Unchanged
Investors Research Corp38$13.8K0.00%+35+1,166.7%Added
Harbour Investments, Inc.35$12.7K0.00%+4+12.9%Added
Hemington Wealth Management34$12.0K0.00%+12+54.5%Added
Bell Investment Advisors, Inc31$11.3K0.00%−8−20.5%Reduced
Rakuten Securities, Inc.30$10.9K0.01%00.0%Unchanged
Atlantic Trust, LLC30$10.9K0.00%+30New
Farmers & Merchants Investments Inc27$9.81K0.00%00.0%Unchanged
Rise Advisors, LLC27$9.81K0.00%+27New
MV Capital Management, Inc.26$9.45K0.00%−1−3.7%Reduced
JFS Wealth Advisors, LLC26$9.45K0.00%00.0%Unchanged
First Horizon Advisors, Inc.24$8.72K0.00%−11−31.4%Reduced
Private Wealth Management Group, LLC23$8.36K0.00%−4−14.8%Reduced
Fortitude Family Office, LLC23$8.36K0.00%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC23$8.36K0.00%00.0%Unchanged
Hughes Financial Services, LLC22$8.04K0.00%+22New
Larson Financial Group LLC20$7.27K0.00%−18−47.4%Reduced
Hollencrest Capital Management20$7.27K0.00%00.0%Unchanged
GW&K Investment Management, LLC20$7.00K0.00%−13−39.4%Reduced
Centennial Bank18$6.54K0.00%+18New
Saudi Central Bank17$6.18K0.03%+17New
Binnacle Investments Inc17$6.18K0.00%+17New
IFP Advisors, Inc9$5.45K0.00%+6+200.0%Added
BOK Financial Private Wealth, Inc.15$5.45K0.00%+14+1,400.0%Added
SBI Securities Co., Ltd.14$5.09K0.00%−72−83.7%Reduced
WealthCollab, LLC14$5.09K0.00%+5+55.6%Added
TD Waterhouse Canada Inc.13$4.75K0.00%00.0%Unchanged
Sachetta, LLC13$4.72K0.00%00.0%Unchanged
Winch Advisory Services, LLC13$4.72K0.00%00.0%Unchanged
Raffa Wealth Management, LLC13$4.72K0.00%00.0%Unchanged
Global Financial Private Client, LLC13$4.72K0.00%+5+62.5%Added
Financial Management Professionals, Inc.12$4.36K0.00%+3+33.3%Added
Ransom Advisory, Ltd11$4.00K0.00%00.0%Unchanged
Manchester Capital Management LLC10$3.63K0.00%−4−28.6%Reduced
Cherry Tree Wealth Management, LLC10$3.63K0.00%+10New
Washington Trust Advisors, Inc.9$3.45K0.00%+1+12.5%Added
Spire Wealth Management9$3.27K0.00%−530−98.3%Reduced
True Wealth Design, LLC9$3.27K0.00%+9New
ORG Partners LLC8$2.92K0.00%+8New
HM Payson & Co7$2.54K0.00%−5−41.7%Reduced
DiNuzzo Private Wealth, Inc.7$2.54K0.00%00.0%Unchanged
SJS Investment Consulting Inc.6$2.18K0.00%−1−14.3%Reduced
JNBA Financial Advisors6$2.18K0.00%00.0%Unchanged
Garde Capital, Inc.5$1.82K0.00%+5New
Red Tortoise LLC5$1.82K0.00%+5New
Kiker Wealth Management, LLC5$1.82K0.00%+5New
Glen Eagle Advisors, LLC4$1.48K0.00%00.0%Unchanged
Nalls Sherbakoff Group, LLC4$1.47K0.00%+4New
Legacy Wealth Managment, LLC4$1.45K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC4$1.45K0.00%+1+33.3%Added
Prestige Wealth Management Group LLC3$1.09K0.00%00.0%Unchanged
South State Corp.3$1.09K0.00%+3New
Dunhill Financial, LLC3$1.04K0.00%+3New
Ogorek Anthony Joseph5$1.00K0.00%00.0%Unchanged
Picton Mahoney Asset Management3$1.00K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC4$1.00K0.00%+2+100.0%Added
Avion Wealth5$1.00K0.00%00.0%Unchanged
Sierra Ocean, LLC2$7270.00%00.0%Unchanged
North Capital, Inc.2$7270.00%+2New
Clark Wealth Partners2$7270.00%+2New
Highline Wealth Partners LLC1$3690.00%00.0%Unchanged
TFC Financial Management1$3640.00%00.0%Unchanged
Mowery & Schoenfeld Wealth Management, LLC1$3640.00%00.0%Unchanged
Redwood Park Advisors LLC1$3640.00%00.0%Unchanged
American Capital Advisory, LLC1$3640.00%+1New
Rialto Wealth Management, LLC1$3640.00%+1New
HFM Investment Advisors, LLC1$3640.00%+1New
Rothschild Investment LLC1$3630.00%−14−93.3%Reduced
CoreCap Advisors, LLC1$3630.00%−6−85.7%Reduced
NewSquare Capital LLC1$3630.00%00.0%Unchanged
Aspect Partners, LLC1$3630.00%00.0%Unchanged
Parkworth Wealth Management, Inc.1$3630.00%00.0%Unchanged
WestEnd Advisors, LLC1$3630.00%+1New
Bay Harbor Wealth Management, LLC1$3630.00%+1New
Stonebridge Financial Group, LLC1$3630.00%+1New
Principia Wealth Advisory, LLC1$3480.00%+1New
Anchor Investment Management, LLC0$1360.00%0Unchanged
Y.D. More Investments Ltd63$620.00%+8+14.5%Added
Proequities, Inc.0$00.00%−715−100.0%Sold out
Point72 Asset Management, L.P.0$00.00%−152,712−100.0%Sold out
BNP PARIBAS ASSET MANAGEMENT Holding S.A.0$00.00%−146,936−100.0%Sold out
Zweig-DiMenna Associates LLC0$00.00%−79,909−100.0%Sold out
Weiss Asset Management LP0$00.00%−74,504−100.0%Sold out
Two Sigma Advisers, LP0$00.00%−68,400−100.0%Sold out
Teza Capital Management LLC0$00.00%−46,107−100.0%Sold out
Los Angeles Capital Management LLC0$00.00%−37,919−100.0%Sold out
Alyeska Investment Group, L.P.0$00.00%−30,000−100.0%Sold out
Sone Capital Management, LLC0$00.00%−27,160−100.0%Sold out
Andra AP-fonden0$00.00%−26,700−100.0%Sold out
Employees Retirement System of Texas0$00.00%−23,748−100.0%Sold out
Janney Montgomery Scott LLC0$00.00%−22,693−100.0%Sold out
Summit Global Investments0$00.00%−17,166−100.0%Sold out
Winton Group Ltd0$00.00%−16,119−100.0%Sold out
Parallax Volatility Advisers, L.P.0$00.00%−11,143−100.0%Sold out
Stance Capital LLC0$00.00%−10,081−100.0%Sold out
Jump Financial, LLC0$00.00%−8,979−100.0%Sold out
Cubist Systematic Strategies, LLC0$00.00%−8,811−100.0%Sold out
Graphene Investments SAS0$00.00%−8,200−100.0%Sold out
Vista Investment Partners LLC0$00.00%−7,985−100.0%Sold out
Signature Estate & Investment Advisors LLC0$00.00%−5,137−100.0%Sold out