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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.

Q2 2025 vs. Q1 2025

How the institutions holding Everest Group, Ltd. changed between Q1 2025 and Q2 2025.

All holders in Q2 2025All holders in Q1 2025

13F holders of EG: Q1 2025 compared with Q2 2025
MeasureQ1 2025Of which not filed for Q2 2025Q2 2025Change
Holders6786673+1
Shares40.5M51.1K40.1M−384.9K (−1.0%)
Value$14.7B$18.5M$13.6B−$1.07B (−7.3%)

6 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (83)

Institutions that held Everest Group, Ltd. at the end of Q2 2025 but not at the end of Q1 2025.

Institutions new to EG in Q2 2025
InstitutionSharesValue% of portfolio
HRT Financial LP54,086$18.4M0.08%
Swedbank AB37,025$12.6M0.01%
Employees Retirement System of Texas27,754$9.43M0.08%
Glenmede Investment Management, LP26,486$9.00M0.05%
Susquehanna Portfolio Strategies, LLC24,676$8.39M0.18%
Capitolis Liquid Global Markets LLC21,800$7.41M0.05%
Heartland Advisors Inc20,586$7.00M0.39%
M&G Plc20,087$6.83M0.04%
Cubist Systematic Strategies, LLC16,510$5.61M0.06%
Point72 Hong Kong Ltd12,132$4.12M0.29%
Point72 Asset Management, L.P.10,800$3.67M0.01%
BNP PARIBAS ASSET MANAGEMENT Holding S.A.10,238$3.48M0.01%
Caption Management, LLC10,000$3.40M0.31%
Two Sigma Advisers, LP8,400$2.85M0.01%
Connor, Clark & Lunn Investment Management Ltd.7,175$2.44M0.01%
Centiva Capital, LP5,350$1.82M0.12%
SageView Advisory Group, LLC5,126$1.70M0.06%
Jump Financial, LLC4,442$1.51M0.02%
Groupama Asset Managment3,473$1.17M0.02%
Point72 (DIFC) Ltd3,292$1.12M0.09%
Mizuho Securities USA LLC2,940$999.2K0.02%
Fox Run Management, L.L.C.2,692$914.9K0.15%
Brighton Jones LLC2,573$874.5K0.02%
Cookson Peirce & Co Inc2,513$854.0K0.04%
Wiley Bros.-Aintree Capital, LLC2,271$772.6K0.01%
Pallas Capital Advisors LLC2,176$739.5K0.03%
Avanza Fonder AB2,136$725.9K0.02%
Essential Partners LLC2,005$681.4K0.27%
CM Management, LLC2,000$679.7K0.62%
Sequoia Financial Advisors, LLC1,989$676.1K0.00%
Buckingham Strategic Partners1,796$610.5K0.01%
Park Avenue Securities LLC1,663$565.0K0.01%
Inceptionr LLC1,596$542.4K0.13%
Sig Brokerage, LP1,497$508.8K0.14%
Blueshift Asset Management, LLC1,178$400.3K0.12%
MQS Management LLC1,143$388.4K0.21%
Sivia Capital Partners, LLC1,131$384.4K0.13%
Applied Finance Capital Management, LLC1,055$358.5K0.02%
Coastal Bridge Advisors, LLC1,043$354.5K0.03%
Callan Family Office, LLC922$313.3K0.01%
Transcend Wealth Collective, LLC903$306.9K0.02%
Evoke Wealth, LLC879$298.9K0.01%
Waddell & Associates, LLC743$252.5K0.03%
NorthRock Partners, LLC729$247.6K0.01%
Chicago Partners Investment Group LLC709$238.2K0.01%
Marshall Wace, LLP700$237.9K0.00%
DRW Securities, LLC658$223.6K0.02%
Scotia Capital Inc.626$212.7K0.00%
Patton Fund Management, Inc.622$211.4K0.05%
Vise Technologies, Inc.602$204.7K0.01%
Point72 Asia (Singapore) Pte. Ltd.585$198.8K0.04%
MUFG Securities EMEA plc127$43.2K0.00%
Onefund, LLC114$39.0K0.03%
Board of the Pension Protection Fund100$34.0K0.04%
Global Retirement Partners, LLC94$31.9K0.00%
Brown Brothers Harriman & Co85$28.9K0.00%
Meeder Asset Management Inc63$21.4K0.00%
Traub Capital Management LLC51$17.3K0.02%
Clear Street Markets LLC29$9.86K0.00%
Caitong International Asset Management Co., Ltd29$9.86K0.01%
Crewe Advisors LLC28$9.52K0.00%
Princeton Global Asset Management LLC28$9.52K0.00%
Atwood & Palmer Inc21$7.14K0.00%
Solstein Capital, LLC21$7.14K0.00%
FWL Investment Management, LLC21$7.14K0.00%
Evolution Wealth Management Inc.13$4.42K0.01%
Abound Wealth Management11$3.74K0.00%
Howard Hughes Medical Institute9$3.06K0.00%
Twin Peaks Wealth Advisors, LLC9$2.95K0.00%
CBIZ Investment Advisory Services, LLC6$2.04K0.00%
Legacy Investment Solutions, LLC4$1.36K0.00%
Tortoise Investment Management, LLC2$6800.00%
Bogart Wealth, LLC2$6800.00%
Quaker Wealth Management, LLC2$6800.00%
UMA Financial Services, Inc.2$6800.00%
Stephens Consulting, LLC2$6800.00%
WealthTrak Capital Management LLC2$6800.00%
Total Investment Management Inc1$3400.00%
AdvisorNet Financial, Inc1$3400.00%
Ossiam1$3400.00%
Activest Wealth Management1$3400.00%
Beaird Harris Wealth Management, LLC1$3400.00%
Motco1$3360.00%

Sold out (82)

Institutions that held Everest Group, Ltd. at the end of Q1 2025 and filed for Q2 2025 without it.

Institutions that sold out of EG in Q2 2025
InstitutionShares, Q1 2025Value, Q1 2025
Zimmer Partners, LP95,000$34.5M
Woodline Partners LP46,064$16.7M
Twin Tree Management, LP25,991$9.44M
Gillson Capital LP23,021$8.36M
Capital Fund Management S.A.17,677$6.42M
Dupree Financial Group, LLC16,911$6.14M
Capstone Investment Advisors, LLC13,316$4.84M
PGGM Investments13,108$4.76M
Hi-Line Capital Management, LLC10,580$3.84M
Corebridge Financial, Inc.9,948$3.61M
Susquehanna Fundamental Investments, LLC8,450$3.07M
Alaska Permanent Fund Corp7,833$2.81M
Aster Capital Management (DIFC) Ltd6,336$2.24M
Banque Cantonale Vaudoise4,649$1.69M
Wolverine Trading, LLC4,447$1.61M
J. Safra Sarasin Holding AG4,226$1.54M
Achmea Investment Management B.V.4,111$1.49M
Allstate Corp4,062$1.48M
Aigen Investment Management, LP3,566$1.30M
Two Sigma Securities, LLC3,432$1.25M
Guggenheim Capital LLC2,708$983.9K
BNP Paribas2,670$975.4K
Oak Thistle LLC2,283$829.5K
XTX Topco Ltd2,273$825.8K
Quantitative Investment Management, LLC2,132$774.0K
Mount Lucas Management LP2,103$764.1K
Waterway Wealth Management, LLC2,047$743.9K
Jefferies Financial Group Inc.1,960$712.1K
Bridgefront Capital, LLC1,844$670.0K
Peloton Wealth Strategists1,663$604.0K
Jain Global LLC1,578$573.3K
TownSquare Capital, LLC1,464$532.0K
Foundations Investment Advisors, LLC1,440$523.1K
Oxford Asset Management LLP1,391$505.4K
Nomura Holdings Inc1,363$495.2K
Mather Group, LLC.1,199$435.8K
SummitTX Capital, L.P.1,142$414.9K
Blair William & Co1,041$378.1K
VisionPoint Advisory Group, LLC957$347.7K
United Services Automobile Association960$347.5K
EntryPoint Capital, LLC906$329.2K
Scientech Research LLC886$321.9K
WBI Investments833$302.6K
Voleon Capital Management LP815$296.1K
National Asset Management, Inc.795$288.9K
Transatlantique Private Wealth LLC778$282.7K
Lester Murray Antman dba SimplyRich755$274.0K
Oversea-Chinese Banking CORP Ltd749$272.1K
HFG Advisors, Inc.675$245.2K
Berger Financial Group, Inc616$223.8K
Legacy Advisors, LLC599$217.6K
Prime Capital Investment Advisors, LLC598$217.3K
Paragon Capital Management Ltd589$214.2K
Private Advisor Group, LLC588$213.6K
Profund Advisors LLC588$213.6K
Alpha Omega Wealth Management LLC583$211.8K
NewEdge Wealth, LLC578$209.9K
Ascent Group, LLC575$208.9K
Dynasty Wealth Management, LLC564$204.8K
PEAK6 LLC490$178.1K
Capital A Wealth Management, LLC379$137.7K
Stephenson National Bank & Trust329$119.5K
Quarry LP199$72.3K
Penserra Capital Management LLC155$56.0K
Boston Private Wealth LLC83$30.2K
Riverview Trust Co55$20.0K
1248 Management, LLC48$17.4K
Centennial Bank18$6.54K
Saudi Central Bank17$6.18K
BOK Financial Private Wealth, Inc.15$5.45K
TD Waterhouse Canada Inc.13$4.75K
Global Financial Private Client, LLC13$4.72K
Cherry Tree Wealth Management, LLC10$3.63K
Red Tortoise LLC5$1.82K
Kiker Wealth Management, LLC5$1.82K
Glen Eagle Advisors, LLC4$1.48K
Nalls Sherbakoff Group, LLC4$1.47K
Carolinas Wealth Consulting LLC4$1.45K
Capital Advisors, Ltd. LLC4$1.00K
Clark Wealth Partners2$727
American Capital Advisory, LLC1$364
Stonebridge Financial Group, LLC1$363

Not filed for Q2 2025 yet (6)

Institutions that held Everest Group, Ltd. at the end of Q1 2025 and haven't filed a 13F for Q2 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding EG in Q1 2025 that haven't filed for Q2 2025
InstitutionShares, Q1 2025Value, Q1 2025
Glenmede Trust Co NA27,795$10.1M
Credit Agricole S A14,301$5.20M
Orion Portfolio Solutions, LLC3,578$1.30M
Mizuho Securities USA LLC3,441$1.25M
Bright Futures Wealth Management, LLC.1,628$558.2K
Lindbrook Capital, LLC355$129.0K