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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.

13F holders, Q2 2025

Institutional positions in Everest Group, Ltd. as of Jun 30, 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
673
+1 vs. Q1 2025
Shares held
40.1M
−384.9K (−1.0%) vs. Q1 2025
Total value
$13.6B
−$1.07B (−7.3%) vs. Q1 2025
New holders
83
266 more added
Sold out
82
231 more reduced

6 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2025: 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 holdersQ2 2025: 673 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 heldQ2 2025: $13.6B
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, Q2 2025

Shares, value and share of portfolio for each institution holding Everest Group, Ltd.; share changes are against Q1 2025.

Institutions holding EG in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Avion Wealth2$00.00%−3−60.0%Reduced
Y.D. More Investments Ltd41$410.00%−22−34.9%Reduced
Anchor Investment Management, LLC0$1280.00%0Unchanged
Hughes Financial Services, LLC1$3280.00%−21−95.5%Reduced
Motco1$3360.00%+1New
TFC Financial Management1$3400.00%00.0%Unchanged
Mowery & Schoenfeld Wealth Management, LLC1$3400.00%00.0%Unchanged
Redwood Park Advisors LLC1$3400.00%00.0%Unchanged
WestEnd Advisors, LLC1$3400.00%00.0%Unchanged
CoreCap Advisors, LLC1$3400.00%00.0%Unchanged
Aspect Partners, LLC1$3400.00%00.0%Unchanged
Parkworth Wealth Management, Inc.1$3400.00%00.0%Unchanged
Activest Wealth Management1$3400.00%+1New
Total Investment Management Inc1$3400.00%+1New
AdvisorNet Financial, Inc1$3400.00%+1New
Ossiam1$3400.00%+1New
Beaird Harris Wealth Management, LLC1$3400.00%+1New
Highline Wealth Partners LLC1$3470.00%00.0%Unchanged
Dunhill Financial, LLC1$4090.00%−2−66.7%Reduced
Bay Harbor Wealth Management, LLC2$6790.00%+1+100.0%Added
Sierra Ocean, LLC2$6800.00%00.0%Unchanged
North Capital, Inc.2$6800.00%00.0%Unchanged
Principia Wealth Advisory, LLC2$6800.00%+1+100.0%Added
Tortoise Investment Management, LLC2$6800.00%+2New
Bogart Wealth, LLC2$6800.00%+2New
Quaker Wealth Management, LLC2$6800.00%+2New
UMA Financial Services, Inc.2$6800.00%+2New
Stephens Consulting, LLC2$6800.00%+2New
WealthTrak Capital Management LLC2$6800.00%+2New
Ogorek Anthony Joseph5$1.00K0.00%00.0%Unchanged
Picton Mahoney Asset Management3$1.00K0.00%00.0%Unchanged
SJS Investment Consulting Inc.3$1.02K0.00%−3−50.0%Reduced
South State Corp.3$1.02K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC3$1.02K0.00%00.0%Unchanged
HFM Investment Advisors, LLC3$1.02K0.00%+2+200.0%Added
Legacy Wealth Managment, LLC4$1.36K0.00%00.0%Unchanged
Rialto Wealth Management, LLC4$1.36K0.00%+3+300.0%Added
Legacy Investment Solutions, LLC4$1.36K0.00%+4New
Manchester Capital Management LLC5$1.70K0.00%−5−50.0%Reduced
Garde Capital, Inc.5$1.70K0.00%00.0%Unchanged
CBIZ Investment Advisory Services, LLC6$2.04K0.00%+6New
JNBA Financial Advisors6$2.04K0.00%00.0%Unchanged
HM Payson & Co7$2.38K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.7$2.38K0.00%00.0%Unchanged
Twin Peaks Wealth Advisors, LLC9$2.95K0.00%+9New
Private Wealth Management Group, LLC9$3.06K0.00%−14−60.9%Reduced
Financial Management Professionals, Inc.9$3.06K0.00%−3−25.0%Reduced
Howard Hughes Medical Institute9$3.06K0.00%+9New
Washington Trust Advisors, Inc.9$3.23K0.00%00.0%Unchanged
Spire Wealth Management10$3.40K0.00%+1+11.1%Added
SBI Securities Co., Ltd.11$3.74K0.00%−3−21.4%Reduced
Ransom Advisory, Ltd11$3.74K0.00%00.0%Unchanged
NewSquare Capital LLC11$3.74K0.00%+10+1,000.0%Added
Abound Wealth Management11$3.74K0.00%+11New
Winch Advisory Services, LLC13$4.42K0.00%00.0%Unchanged
Raffa Wealth Management, LLC13$4.42K0.00%00.0%Unchanged
Evolution Wealth Management Inc.13$4.42K0.01%+13New
Rothschild Investment LLC16$5.44K0.00%+15+1,500.0%Added
Sachetta, LLC17$5.78K0.00%+4+30.8%Added
True Wealth Design, LLC17$5.78K0.00%+8+88.9%Added
JFS Wealth Advisors, LLC19$6.46K0.00%−7−26.9%Reduced
ORG Partners LLC19$6.47K0.00%+11+137.5%Added
Hollencrest Capital Management20$6.80K0.00%00.0%Unchanged
Binnacle Investments Inc20$6.80K0.00%+3+17.6%Added
GW&K Investment Management, LLC22$7.00K0.00%+2+10.0%Added
Atwood & Palmer Inc21$7.14K0.00%+21New
Solstein Capital, LLC21$7.14K0.00%+21New
FWL Investment Management, LLC21$7.14K0.00%+21New
MV Capital Management, Inc.22$7.48K0.00%−4−15.4%Reduced
Larson Financial Group LLC22$7.48K0.00%+2+10.0%Added
Annis Gardner Whiting Capital Advisors, LLC23$7.82K0.00%00.0%Unchanged
TD Private Client Wealth LLC24$8.16K0.00%−17−41.5%Reduced
Farmers & Merchants Investments Inc27$9.18K0.00%00.0%Unchanged
Rise Advisors, LLC28$9.52K0.00%+1+3.7%Added
Fortitude Family Office, LLC28$9.52K0.00%+5+21.7%Added
Crewe Advisors LLC28$9.52K0.00%+28New
Princeton Global Asset Management LLC28$9.52K0.00%+28New
Harbour Investments, Inc.29$9.86K0.00%−6−17.1%Reduced
Clear Street Markets LLC29$9.86K0.00%+29New
Caitong International Asset Management Co., Ltd29$9.86K0.01%+29New
Rakuten Securities, Inc.30$10.2K0.00%00.0%Unchanged
WealthCollab, LLC31$10.5K0.01%+17+121.4%Added
Zions Bancorporation, National Association33$11.2K0.00%−60−64.5%Reduced
Hemington Wealth Management38$12.0K0.00%+4+11.8%Added
First Horizon Advisors, Inc.36$12.2K0.00%+12+50.0%Added
Armstrong Advisory Group, Inc37$12.6K0.00%−14−27.5%Reduced
Investors Research Corp38$12.9K0.00%00.0%Unchanged
Barrett & Company, Inc.40$13.6K0.01%00.0%Unchanged
GHP Investment Advisors, Inc.41$13.9K0.00%00.0%Unchanged
Bell Investment Advisors, Inc43$14.6K0.00%+12+38.7%Added
Smartleaf Asset Management LLC43$14.7K0.00%−5−10.4%Reduced
CVA Family Office, LLC47$16.0K0.00%+6+14.6%Added
Traub Capital Management LLC51$17.3K0.02%+51New
Piscataqua Savings Bank56$19.0K0.02%00.0%Unchanged
Umb Bank N A59$20.1K0.00%−2−3.3%Reduced
Cornerstone Planning Group LLC63$20.8K0.00%+3+5.0%Added
Caldwell Trust Co62$21.1K0.00%00.0%Unchanged
Meeder Asset Management Inc63$21.4K0.00%+63New
Moisand Fitzgerald Tamayo, LLC64$21.8K0.00%00.0%Unchanged
Cary Street Partner Investment Advisory LLC66$22.4K0.01%+17+34.7%Added