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 |
|---|---|---|---|---|---|
| M&T Bank Corp | 2,010 | $683.5K | 0.00% | −479−19.2% | Reduced |
| HighTower Advisors, LLC | 2,013 | $684.0K | 0.00% | −621−23.6% | Reduced |
| Walleye Capital LLC | 2,029 | $689.6K | 0.01% | −3,711−64.7% | Reduced |
| ING Groep NV | 2,057 | $699.1K | 0.00% | +129+6.7% | Added |
| Dana Investment Advisors, Inc. | 2,083 | $707.9K | 0.02% | 00.0% | Unchanged |
| Dakota Wealth Management | 2,108 | $716.4K | 0.02% | +160+8.2% | Added |
| Citadel Investment Advisory, Inc. | 2,127 | $723.0K | 0.35% | −100−4.5% | Reduced |
| Avanza Fonder AB | 2,136 | $725.9K | 0.02% | +2,136 | New |
| Capital Insight Partners, LLC | 2,141 | $727.6K | 0.13% | −40−1.8% | Reduced |
| Renaissance Group LLC | 2,176 | $739.5K | 0.03% | −82−3.6% | Reduced |
| Pallas Capital Advisors LLC | 2,176 | $739.5K | 0.03% | +2,176 | New |
| Securian Asset Management, Inc | 2,186 | $742.9K | 0.02% | −100−4.4% | Reduced |
| Synovus Financial Corp | 2,193 | $745.3K | 0.01% | +19+0.9% | Added |
| Louisiana State Employees Retirement System | 2,200 | $747.7K | 0.01% | −100−4.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 2,222 | $755.1K | 0.01% | −60−2.6% | Reduced |
| Avidian Wealth Solutions, LLC | 2,234 | $759.2K | 0.03% | +10+0.4% | Added |
| Gulf International Bank (UK) Ltd | 2,245 | $762.0K | 0.03% | 00.0% | Unchanged |
| Croban | 2,260 | $768.0K | 0.66% | +92+4.2% | Added |
| Daymark Wealth Partners, LLC | 2,263 | $769.1K | 0.03% | +13+0.6% | Added |
| Wiley Bros.-Aintree Capital, LLC | 2,271 | $772.6K | 0.01% | +2,271 | New |
| TFB Advisors LLC | 2,293 | $779.3K | 0.20% | +319+16.2% | Added |
| Elevated Capital Advisors, LLC | 2,149 | $780.9K | 0.22% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 2,350 | $798.6K | 0.19% | 00.0% | Unchanged |
| Lifeworks Advisors, LLC | 2,377 | $807.8K | 0.12% | −1,744−42.3% | Reduced |
| Center For Asset Management LLC | 2,307 | $830.0K | 0.51% | +41+1.8% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 2,443 | $830.3K | 0.02% | 00.0% | Unchanged |
| Everence Capital Management Inc | 2,460 | $836.0K | 0.05% | −2,030−45.2% | Reduced |
| Norinchukin Bank, The | 2,469 | $839.1K | 0.01% | +256+11.6% | Added |
| Merit Financial Group, LLC | 2,484 | $844.4K | 0.01% | +1,074+76.2% | Added |
| Cookson Peirce & Co Inc | 2,513 | $854.0K | 0.04% | +2,513 | New |
| AXA S.A. | 2,546 | $865.3K | 0.00% | +1,321+107.8% | Added |
| Brighton Jones LLC | 2,573 | $874.5K | 0.02% | +2,573 | New |
| Traynor Capital Management, Inc. | 2,574 | $877.6K | 0.06% | −100−3.7% | Reduced |
| CIBC Private Wealth Group, LLC | 2,588 | $879.5K | 0.00% | +24+0.9% | Added |
| Commerce Bank | 2,597 | $882.6K | 0.01% | +145+5.9% | Added |
| Crossmark Global Holdings, Inc. | 2,602 | $884.3K | 0.01% | +746+40.2% | Added |
| Sanctuary Advisors, LLC | 2,627 | $892.7K | 0.01% | +1,409+115.7% | Added |
| Fox Run Management, L.L.C. | 2,692 | $914.9K | 0.15% | +2,692 | New |
| Sculati Wealth Management, LLC | 2,715 | $922.7K | 0.35% | +840+44.8% | Added |
| NorthCrest Asset Manangement, LLC | 2,752 | $928.7K | 0.02% | +125+4.8% | Added |
| KBC Group NV | 2,748 | $934.0K | 0.00% | −9,681−77.9% | Reduced |
| Randolph Co Inc | 2,751 | $934.9K | 0.10% | −217−7.3% | Reduced |
| Neuberger Berman Group LLC | 2,758 | $937.3K | 0.00% | +219+8.6% | Added |
| La Banque Postale Asset Management SA | 2,764 | $939.3K | 0.01% | −311−10.1% | Reduced |
| Handelsbanken Fonder AB | 2,868 | $975.0K | 0.00% | −3,548−55.3% | Reduced |
| R Squared Ltd | 2,900 | $985.6K | 0.54% | +2,120+271.8% | Added |
| Magnetar Financial LLC | 2,934 | $997.1K | 0.00% | +1,126+62.3% | Added |
| Mizuho Securities USA LLC | 2,940 | $999.2K | 0.02% | +2,940 | New |
| CSS LLC | 2,970 | $1.01M | 0.06% | +420+16.5% | Added |
| Y-Intercept (Hong Kong) Ltd | 3,007 | $1.02M | 0.02% | +1,206+67.0% | Added |
| Ingalls & Snyder LLC | 3,028 | $1.03M | 0.04% | −526−14.8% | Reduced |
| Diversified Trust Co | 3,076 | $1.05M | 0.02% | −92−2.9% | Reduced |
| Icon Advisers Inc | 3,200 | $1.09M | 0.25% | 00.0% | Unchanged |
| Whittier Trust Co | 3,245 | $1.10M | 0.01% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 3,292 | $1.12M | 0.09% | +3,292 | New |
| Teachers Retirement System of the State of Kentucky | 3,298 | $1.12M | 0.01% | +142+4.5% | Added |
| Poehling Capital Management, LLC | 3,314 | $1.13M | 0.26% | +122+3.8% | Added |
| D.A. Davidson & Co. | 3,350 | $1.14M | 0.01% | +698+26.3% | Added |
| Hartford Investment Management Co | 3,385 | $1.15M | 0.04% | −57−1.7% | Reduced |
| Groupama Asset Managment | 3,473 | $1.17M | 0.02% | +3,473 | New |
| Delphi Management Inc | 3,457 | $1.18M | 1.14% | −481−12.2% | Reduced |
| Pacer Advisors, Inc. | 3,495 | $1.19M | 0.00% | +1,336+61.9% | Added |
| Nordea Investment Management AB | 3,552 | $1.20M | 0.00% | +15+0.4% | Added |
| Lazard Asset Management LLC | 3,603 | $1.22M | 0.00% | −14,946−80.6% | Reduced |
| Cetera Investment Advisers | 3,601 | $1.22M | 0.00% | +536+17.5% | Added |
| Exchange Traded Concepts, LLC | 3,647 | $1.24M | 0.02% | +737+25.3% | Added |
| Alamar Capital Management, LLC | 3,670 | $1.25M | 0.68% | −2,666−42.1% | Reduced |
| Oregon Public Employees Retirement Fund | 3,687 | $1.25M | 0.02% | 00.0% | Unchanged |
| Lecap Asset Management Ltd | 3,728 | $1.27M | 0.45% | −3,047−45.0% | Reduced |
| Candriam Luxembourg S.C.A. | 3,751 | $1.27M | 0.01% | +297+8.6% | Added |
| Uncommon Cents Investing LLC | 3,794 | $1.29M | 0.35% | +8+0.2% | Added |
| Foster & Motley Inc | 3,831 | $1.30M | 0.08% | −235−5.8% | Reduced |
| Quinn Opportunity Partners LLC | 3,872 | $1.32M | 0.11% | 00.0% | Unchanged |
| Numerai GP LLC | 3,956 | $1.34M | 0.19% | −14,227−78.2% | Reduced |
| Brinker Capital Investments, LLC | 4,019 | $1.37M | 0.01% | +441+12.3% | Added |
| Colony Group, LLC | 4,085 | $1.39M | 0.00% | +1,558+61.7% | Added |
| Public Employees Retirement Association of Colorado | 4,099 | $1.39M | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 4,200 | $1.43M | 0.00% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 4,339 | $1.47M | 0.05% | −23−0.5% | Reduced |
| Jump Financial, LLC | 4,442 | $1.51M | 0.02% | +4,442 | New |
| Lowe Brockenbrough & Co Inc | 4,503 | $1.53M | 0.09% | −55−1.2% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 4,689 | $1.59M | 0.01% | +20+0.4% | Added |
| Machina Capital S.A.S. | 4,690 | $1.59M | 0.33% | +3,811+433.6% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 4,720 | $1.60M | 0.00% | −6,602−58.3% | Reduced |
| 1832 Asset Management L.P. | 4,837 | $1.64M | 0.00% | +464+10.6% | Added |
| Nebula Research & Development LLC | 4,858 | $1.65M | 0.14% | +2,897+147.7% | Added |
| Mutual of America Capital Management LLC | 4,878 | $1.66M | 0.02% | −113−2.3% | Reduced |
| Creative Planning | 4,892 | $1.66M | 0.00% | +797+19.5% | Added |
| Ethic Inc. | 4,961 | $1.67M | 0.03% | +125+2.6% | Added |
| JustInvest LLC | 4,979 | $1.69M | 0.02% | +91+1.9% | Added |
| SageView Advisory Group, LLC | 5,126 | $1.70M | 0.06% | +5,126 | New |
| RBF Capital, LLC | 5,000 | $1.70M | 0.08% | 00.0% | Unchanged |
| Harbor Advisors LLC | 5,000 | $1.70M | 0.28% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 5,027 | $1.71M | 0.01% | +335+7.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 5,063 | $1.72M | 0.01% | +392+8.4% | Added |
| Ostrum Asset Management | 5,068 | $1.72M | 0.08% | +1,359+36.6% | Added |
| Trust Co of Toledo NA | 5,146 | $1.75M | 0.19% | 00.0% | Unchanged |
| Centiva Capital, LP | 5,350 | $1.82M | 0.12% | +5,350 | New |
| Yousif Capital Management, LLC | 5,358 | $1.82M | 0.02% | −31−0.6% | Reduced |
| CIBC World Markets Corp | 5,358 | $1.82M | 0.01% | +174+3.4% | Added |