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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, 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
Clarius Group, LLC849$288.5K0.02%+6+0.7%Added
Klingenstein Fields & Co LP850$288.9K0.01%00.0%Unchanged
Clearstead Advisors, LLC850$288.9K0.00%+743+694.4%Added
Meiji Yasuda Asset Management Co Ltd.867$294.6K0.01%−518−37.4%Reduced
Evoke Wealth, LLC879$298.9K0.01%+879New
Sit Investment Associates Inc886$301.0K0.01%−61−6.4%Reduced
Keybank National Association889$302.1K0.00%−766−46.3%Reduced
Transcend Wealth Collective, LLC903$306.9K0.02%+903New
Banco Bilbao Vizcaya Argentaria, S.A.907$307.9K0.00%−118−11.5%Reduced
Vestcor Inc907$308.0K0.01%−7−0.8%Reduced
Callan Family Office, LLC922$313.3K0.01%+922New
Sowell Financial Services LLC928$315.3K0.01%+293+46.1%Added
Csenge Advisory Group912$316.7K0.02%+17+1.9%Added
Pitcairn Co935$317.8K0.02%−1−0.1%Reduced
MUFG Securities Americas Inc.943$320.5K0.03%+182+23.9%Added
V-Square Quantitative Management LLC946$321.5K0.04%+172+22.2%Added
EverSource Wealth Advisors, LLC959$325.9K0.01%+729+317.0%Added
Colonial Trust Co964$327.6K0.05%00.0%Unchanged
Federation des caisses Desjardins du Quebec979$332.7K0.00%−1,731−63.9%Reduced
Quadrant Capital Group LLC1,002$340.5K0.01%−729−42.1%Reduced
GWM Advisors LLC1,011$343.5K0.00%−818−44.7%Reduced
Fifth Third Bancorp1,023$347.7K0.00%−128−11.1%Reduced
Investment Management Corp of Ontario1,028$349.4K0.01%−200−16.3%Reduced
Optimize Financial Inc1,034$351.4K0.22%−6−0.6%Reduced
Arete Wealth Advisors, LLC1,039$353.0K0.03%−189−15.4%Reduced
Atlas Capital Advisors LLC1,042$354.1K0.04%00.0%Unchanged
Siemens Fonds Invest GmbH1,043$354.5K0.02%+137+15.1%Added
Coastal Bridge Advisors, LLC1,043$354.5K0.03%+1,043New
Applied Finance Capital Management, LLC1,055$358.5K0.02%+1,055New
MBA Advisors LLC1,059$359.9K0.17%−160−13.1%Reduced
Farringdon Capital, Ltd.1,060$360.2K0.12%−330−23.7%Reduced
Huntington National Bank1,069$363.3K0.00%−19−1.7%Reduced
Tower Research Capital LLC (TRC)1,076$365.7K0.01%−258−19.3%Reduced
Bank of Stockton1,080$367.0K0.11%00.0%Unchanged
Wellington Shields & Co., LLC1,100$373.8K0.11%00.0%Unchanged
ASR Vermogensbeheer N.V.1,104$375.2K0.00%−5−0.5%Reduced
Savant Capital, LLC1,123$381.5K0.00%+106+10.4%Added
Sivia Capital Partners, LLC1,131$384.4K0.13%+1,131New
E&G Advisors, LP1,130$385.3K0.10%−135−10.7%Reduced
MQS Management LLC1,143$388.4K0.21%+1,143New
Baader Bank INC1,144$388.8K0.03%+549+92.3%Added
Aquatic Capital Management LLC1,149$390.5K0.01%−5,371−82.4%Reduced
Checchi Capital Advisers, LLC1,151$391.0K0.03%−6−0.5%Reduced
Impact Partnership Wealth, LLC1,159$393.8K0.07%+196+20.4%Added
Pensionmark Financial Group, LLC1,169$397.3K0.01%−658−36.0%Reduced
Blueshift Asset Management, LLC1,178$400.3K0.12%+1,178New
Vontobel Holding Ltd.1,180$401.0K0.00%−601−33.7%Reduced
Trail Ridge Investment Advisors, LLC1,196$401.6K0.19%+77+6.9%Added
BayBridge Capital Group, LLC1,190$404.4K0.26%+20+1.7%Added
Assenagon Asset Management S.A.1,199$407.5K0.00%−21−1.7%Reduced
Perigon Wealth Management, LLC1,235$419.6K0.01%−819−39.9%Reduced
Baird Financial Group, Inc.1,255$426.5K0.00%−347−21.7%Reduced
MeadowBrook Investment Advisors LLC1,271$431.9K0.40%−169−11.7%Reduced
Avantax Advisory Services, Inc.1,292$439.0K0.00%−393−23.3%Reduced
Independent Advisor Alliance1,294$439.8K0.01%+95+7.9%Added
Rowland & Co Investment Counsel1,315$446.9K0.09%+50+4.0%Added
Atria Investments LLC1,316$447.2K0.01%+69+5.5%Added
Tokio Marine Asset Management Co Ltd1,331$452.3K0.02%+117+9.6%Added
Greenleaf Trust1,380$469.0K0.00%−32−2.3%Reduced
Forum Financial Management, LP1,381$469.3K0.01%+437+46.3%Added
Wealthfront Advisers LLC1,426$484.6K0.00%−436−23.4%Reduced
Wealthstar Advisors, LLC1,458$495.6K0.19%+226+18.3%Added
Argent Trust Co1,475$501.3K0.02%+45+3.1%Added
Legacy Wealth Asset Management, LLC1,493$507.4K0.13%+42+2.9%Added
Sig Brokerage, LP1,497$508.8K0.14%+1,497New
Aull & Monroe Investment Management Corp1,500$509.8K0.27%00.0%Unchanged
Greenwood Capital Associates LLC1,519$516.2K0.06%−317−17.3%Reduced
Metis Global Partners, LLC1,535$521.7K0.01%−178−10.4%Reduced
Curat Global, LLC1,584$538.2K0.51%−17−1.1%Reduced
Inceptionr LLC1,596$542.4K0.13%+1,596New
Bartlett & Co. Wealth Management LLC1,647$559.7K0.01%00.0%Unchanged
Park Avenue Securities LLC1,663$565.0K0.01%+1,663New
Hancock Whitney Corp1,681$571.3K0.01%−737−30.5%Reduced
Unison Advisors LLC1,682$571.6K0.06%+9+0.5%Added
Westpac Banking Corp1,695$576.0K0.04%+1,224+259.9%Added
Healthcare of Ontario Pension Plan Trust Fund1,696$576.4K0.00%+1,183+230.6%Added
Walleye Trading LLC1,699$577.4K0.01%+867+104.2%Added
Prudential PLC1,718$583.9K0.00%−3,818−69.0%Reduced
Erste Asset Management GmbH1,737$585.0K0.00%+737+73.7%Added
Toroso Investments, LLC1,736$590.0K0.00%−69−3.8%Reduced
PAX Financial Group, LLC1,745$593.0K0.11%−749−30.0%Reduced
Chesley Taft & Associates LLC1,772$602.2K0.03%00.0%Unchanged
Buckingham Strategic Partners1,796$610.5K0.01%+1,796New
HB Wealth Management, LLC1,818$617.8K0.00%−435−19.3%Reduced
Allspring Global Investments Holdings, LLC1,813$618.0K0.00%−192−9.6%Reduced
Heron Bay Capital Management1,831$622.3K0.12%−6−0.3%Reduced
Verdence Capital Advisors LLC1,849$628.4K0.04%+273+17.3%Added
Leuthold Group, LLC1,883$639.9K0.08%00.0%Unchanged
Legend Financial Advisors, Inc.1,895$644.0K0.43%+26+1.4%Added
Bayforest Capital Ltd1,905$647.4K0.28%+125+7.0%Added
Horizon Investments, LLC1,921$652.9K0.01%+1,296+207.4%Added
Cambridge Investment Research Advisors, Inc.1,944$661.0K0.00%−673−25.7%Reduced
Qsemble Capital Management, LP1,954$664.1K0.06%+440+29.1%Added
MML Investors Services, LLC1,971$670.0K0.00%−402−16.9%Reduced
Sequoia Financial Advisors, LLC1,989$676.1K0.00%+1,989New
CM Management, LLC2,000$679.7K0.62%+2,000New
New Mexico Educational Retirement Board2,000$680.0K0.02%00.0%Unchanged
Essential Partners LLC2,005$681.4K0.27%+2,005New
Old National Bancorp2,010$683.1K0.01%+3+0.1%Added
Maryland State Retirement & Pension System2,011$683.4K0.01%00.0%Unchanged