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.
| 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, Q2 2025
Shares, value and share of portfolio for each institution holding Everest Group, Ltd.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Whipplewood Advisors, LLC | 68 | $23.1K | 0.01% | −12−15.0% | Reduced |
| Atlantic Trust, LLC | 68 | $23.1K | 0.00% | +38+126.7% | Added |
| Chesapeake Asset Management LLC | 76 | $25.8K | 0.02% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 80 | $27.2K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 80 | $27.2K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 80 | $27.2K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 81 | $27.5K | 0.00% | +2+2.5% | Added |
| DT Investment Partners, LLC | 82 | $27.9K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 85 | $28.9K | 0.00% | +85 | New |
| Sunbelt Securities, Inc. | 80 | $29.0K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 88 | $29.9K | 0.02% | +5+6.0% | Added |
| Eastern Bank | 90 | $30.6K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 90 | $31.0K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 92 | $31.3K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 94 | $31.9K | 0.00% | +94 | New |
| Board of the Pension Protection Fund | 100 | $34.0K | 0.04% | +100 | New |
| Thompson Investment Management, Inc. | 104 | $35.3K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 110 | $37.4K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 114 | $39.0K | 0.02% | −501−81.5% | Reduced |
| Onefund, LLC | 114 | $39.0K | 0.03% | +114 | New |
| Whittier Trust Co of Nevada Inc | 115 | $39.1K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 117 | $39.8K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 125 | $42.5K | 0.04% | +23+22.5% | Added |
| SRS Capital Advisors, Inc. | 126 | $42.8K | 0.00% | +1+0.8% | Added |
| Sentry Investment Management LLC | 125 | $43.0K | 0.02% | 00.0% | Unchanged |
| MUFG Securities EMEA plc | 127 | $43.2K | 0.00% | +127 | New |
| Parkside Financial Bank & Trust | 135 | $45.9K | 0.00% | +9+7.1% | Added |
| Bruce G. Allen Investments, LLC | 151 | $51.3K | 0.04% | −3−1.9% | Reduced |
| Park Square Financial Group, LLC | 151 | $51.3K | 0.04% | −1−0.7% | Reduced |
| Skopos Labs, Inc. | 153 | $52.0K | 0.01% | +5+3.4% | Added |
| Key Financial Inc | 159 | $54.0K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 175 | $59.5K | 0.00% | −321−64.7% | Reduced |
| CX Institutional | 177 | $60.0K | 0.00% | −305−63.3% | Reduced |
| Geneos Wealth Management Inc. | 181 | $61.5K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 183 | $62.2K | 0.00% | +90+96.8% | Added |
| MAI Capital Management | 185 | $63.0K | 0.00% | +19+11.4% | Added |
| Bryn Mawr Trust Co | 188 | $63.9K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 196 | $66.6K | 0.00% | +187+2,077.8% | Added |
| First Financial Corp | 200 | $68.0K | 0.03% | 00.0% | Unchanged |
| Signaturefd, LLC | 223 | $75.8K | 0.00% | −106−32.2% | Reduced |
| Transamerica Financial Advisors, Inc. | 229 | $77.8K | 0.01% | −11−4.6% | Reduced |
| Asset Dedication, LLC | 250 | $85.0K | 0.01% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 251 | $85.3K | 0.00% | −400−61.4% | Reduced |
| Jones Financial Companies LLLP | 289 | $97.5K | 0.00% | +206+248.2% | Added |
| Private Trust Co NA | 293 | $99.6K | 0.01% | +86+41.5% | Added |
| Ci Investments Inc. | 334 | $114.0K | 0.00% | +63+23.2% | Added |
| Simplex Trading, LLC | 347 | $117.0K | 0.00% | −83−19.3% | Reduced |
| Grove Bank & Trust | 373 | $126.8K | 0.02% | −2−0.5% | Reduced |
| Versant Capital Management, Inc | 391 | $132.9K | 0.02% | −48−10.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 398 | $135.3K | 0.00% | −39−8.9% | Reduced |
| Ameritas Investment Partners, Inc. | 401 | $136.3K | 0.00% | −37−8.4% | Reduced |
| GAMMA Investing LLC | 408 | $138.7K | 0.01% | −72−15.0% | Reduced |
| Hantz Financial Services, Inc. | 428 | $145.0K | 0.00% | +5+1.2% | Added |
| Bessemer Group Inc | 435 | $148.0K | 0.00% | +12+2.8% | Added |
| Central Trust Co | 465 | $158.0K | 0.00% | −53−10.2% | Reduced |
| Webster Bank, N. A. | 500 | $169.9K | 0.02% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 534 | $181.5K | 0.00% | −7−1.3% | Reduced |
| Darwin Advisors, LLC | 535 | $181.9K | 0.06% | −18−3.3% | Reduced |
| Centaurus Financial, Inc. | 556 | $189.0K | 0.01% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 585 | $198.8K | 0.04% | +585 | New |
| Lido Advisors, LLC | 593 | $201.6K | 0.00% | −43−6.8% | Reduced |
| Howard Bailey Securities, LLC | 599 | $203.6K | 0.06% | −24−3.9% | Reduced |
| NEOS Investment Management LLC | 601 | $204.3K | 0.00% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 602 | $204.7K | 0.01% | +602 | New |
| Patton Fund Management, Inc. | 622 | $211.4K | 0.05% | +622 | New |
| Scotia Capital Inc. | 626 | $212.7K | 0.00% | +626 | New |
| Smithfield Trust Co | 630 | $213.0K | 0.01% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 636 | $216.1K | 0.02% | −33−4.9% | Reduced |
| SCS Capital Management LLC | 649 | $220.6K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 652 | $221.4K | 0.02% | +49+8.1% | Added |
| DRW Securities, LLC | 658 | $223.6K | 0.02% | +658 | New |
| Parallel Advisors, LLC | 659 | $224.0K | 0.00% | +114+20.9% | Added |
| CWA Asset Management Group, LLC | 662 | $225.0K | 0.01% | −136−17.0% | Reduced |
| Coldstream Capital Management Inc | 668 | $227.0K | 0.00% | −102−13.2% | Reduced |
| Leonteq Securities AG | 670 | $227.7K | 0.01% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 671 | $228.0K | 0.03% | +1+0.1% | Added |
| Moors & Cabot, Inc. | 678 | $230.4K | 0.01% | −1−0.1% | Reduced |
| Personal Cfo Solutions, LLC | 690 | $234.5K | 0.04% | +20+3.0% | Added |
| State of Wyoming | 694 | $235.9K | 0.03% | +415+148.7% | Added |
| Marshall Wace, LLP | 700 | $237.9K | 0.00% | +700 | New |
| Van Eck Associates Corp | 699 | $238.0K | 0.00% | −34−4.6% | Reduced |
| Chicago Partners Investment Group LLC | 709 | $238.2K | 0.01% | +709 | New |
| Simplicity Wealth,LLC | 710 | $241.3K | 0.01% | +89+14.3% | Added |
| Rossby Financial, LCC | 722 | $245.4K | 0.09% | +108+17.6% | Added |
| Ancora Advisors, LLC | 725 | $246.4K | 0.01% | 00.0% | Unchanged |
| RFG Advisory, LLC | 727 | $247.2K | 0.01% | −31−4.1% | Reduced |
| NorthRock Partners, LLC | 729 | $247.6K | 0.01% | +729 | New |
| Vident Advisory, LLC | 732 | $248.8K | 0.00% | −874−54.4% | Reduced |
| MBB Public Markets I LLC | 736 | $250.1K | 0.03% | −165−18.3% | Reduced |
| Waddell & Associates, LLC | 743 | $252.5K | 0.03% | +743 | New |
| Texas Yale Capital Corp. | 750 | $254.9K | 0.01% | +100+15.4% | Added |
| Blackhawk Capital Partners LLC. | 793 | $269.5K | 0.12% | −79−9.1% | Reduced |
| Mma Asset Management LLC | 793 | $269.5K | 0.10% | +25+3.3% | Added |
| CIBC World Markets Inc. | 801 | $272.2K | 0.00% | +52+6.9% | Added |
| Somerset Trust Co | 806 | $273.9K | 0.09% | +21+2.7% | Added |
| Farther Finance Advisors, LLC | 816 | $277.3K | 0.01% | +34+4.3% | Added |
| Horizon Advisory Services, Inc. | 831 | $282.4K | 0.15% | +7+0.8% | Added |
| Advyzon Investment Management, LLC | 838 | $284.8K | 0.06% | +4+0.5% | Added |
| Flagship Harbor Advisors, LLC | 840 | $285.4K | 0.01% | −3−0.4% | Reduced |
| United Capital Financial Advisers, LLC | 843 | $286.5K | 0.00% | +35+4.3% | Added |