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 |
|---|---|---|---|---|---|
| Quinn Opportunity Partners LLC | 3,872 | $1.32M | 0.11% | 00.0% | Unchanged |
| Foster & Motley Inc | 3,831 | $1.30M | 0.08% | −235−5.8% | Reduced |
| Uncommon Cents Investing LLC | 3,794 | $1.29M | 0.35% | +8+0.2% | Added |
| Candriam Luxembourg S.C.A. | 3,751 | $1.27M | 0.01% | +297+8.6% | Added |
| Lecap Asset Management Ltd | 3,728 | $1.27M | 0.45% | −3,047−45.0% | Reduced |
| Oregon Public Employees Retirement Fund | 3,687 | $1.25M | 0.02% | 00.0% | Unchanged |
| Alamar Capital Management, LLC | 3,670 | $1.25M | 0.68% | −2,666−42.1% | Reduced |
| Exchange Traded Concepts, LLC | 3,647 | $1.24M | 0.02% | +737+25.3% | Added |
| Cetera Investment Advisers | 3,601 | $1.22M | 0.00% | +536+17.5% | Added |
| Lazard Asset Management LLC | 3,603 | $1.22M | 0.00% | −14,946−80.6% | Reduced |
| Nordea Investment Management AB | 3,552 | $1.20M | 0.00% | +15+0.4% | Added |
| Pacer Advisors, Inc. | 3,495 | $1.19M | 0.00% | +1,336+61.9% | Added |
| Delphi Management Inc | 3,457 | $1.18M | 1.14% | −481−12.2% | Reduced |
| Groupama Asset Managment | 3,473 | $1.17M | 0.02% | +3,473 | New |
| Hartford Investment Management Co | 3,385 | $1.15M | 0.04% | −57−1.7% | Reduced |
| D.A. Davidson & Co. | 3,350 | $1.14M | 0.01% | +698+26.3% | Added |
| Poehling Capital Management, LLC | 3,314 | $1.13M | 0.26% | +122+3.8% | Added |
| Teachers Retirement System of the State of Kentucky | 3,298 | $1.12M | 0.01% | +142+4.5% | Added |
| Point72 (DIFC) Ltd | 3,292 | $1.12M | 0.09% | +3,292 | New |
| Whittier Trust Co | 3,245 | $1.10M | 0.01% | 00.0% | Unchanged |
| Icon Advisers Inc | 3,200 | $1.09M | 0.25% | 00.0% | Unchanged |
| Diversified Trust Co | 3,076 | $1.05M | 0.02% | −92−2.9% | Reduced |
| Ingalls & Snyder LLC | 3,028 | $1.03M | 0.04% | −526−14.8% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 3,007 | $1.02M | 0.02% | +1,206+67.0% | Added |
| CSS LLC | 2,970 | $1.01M | 0.06% | +420+16.5% | Added |
| Mizuho Securities USA LLC | 2,940 | $999.2K | 0.02% | +2,940 | New |
| Magnetar Financial LLC | 2,934 | $997.1K | 0.00% | +1,126+62.3% | Added |
| R Squared Ltd | 2,900 | $985.6K | 0.54% | +2,120+271.8% | Added |
| Handelsbanken Fonder AB | 2,868 | $975.0K | 0.00% | −3,548−55.3% | Reduced |
| La Banque Postale Asset Management SA | 2,764 | $939.3K | 0.01% | −311−10.1% | Reduced |
| Neuberger Berman Group LLC | 2,758 | $937.3K | 0.00% | +219+8.6% | Added |
| Randolph Co Inc | 2,751 | $934.9K | 0.10% | −217−7.3% | Reduced |
| KBC Group NV | 2,748 | $934.0K | 0.00% | −9,681−77.9% | Reduced |
| NorthCrest Asset Manangement, LLC | 2,752 | $928.7K | 0.02% | +125+4.8% | Added |
| Sculati Wealth Management, LLC | 2,715 | $922.7K | 0.35% | +840+44.8% | Added |
| Fox Run Management, L.L.C. | 2,692 | $914.9K | 0.15% | +2,692 | New |
| Sanctuary Advisors, LLC | 2,627 | $892.7K | 0.01% | +1,409+115.7% | Added |
| Crossmark Global Holdings, Inc. | 2,602 | $884.3K | 0.01% | +746+40.2% | Added |
| Commerce Bank | 2,597 | $882.6K | 0.01% | +145+5.9% | Added |
| CIBC Private Wealth Group, LLC | 2,588 | $879.5K | 0.00% | +24+0.9% | Added |
| Traynor Capital Management, Inc. | 2,574 | $877.6K | 0.06% | −100−3.7% | Reduced |
| Brighton Jones LLC | 2,573 | $874.5K | 0.02% | +2,573 | New |
| AXA S.A. | 2,546 | $865.3K | 0.00% | +1,321+107.8% | Added |
| Cookson Peirce & Co Inc | 2,513 | $854.0K | 0.04% | +2,513 | New |
| Merit Financial Group, LLC | 2,484 | $844.4K | 0.01% | +1,074+76.2% | Added |
| Norinchukin Bank, The | 2,469 | $839.1K | 0.01% | +256+11.6% | Added |
| Everence Capital Management Inc | 2,460 | $836.0K | 0.05% | −2,030−45.2% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 2,443 | $830.3K | 0.02% | 00.0% | Unchanged |
| Center For Asset Management LLC | 2,307 | $830.0K | 0.51% | +41+1.8% | Added |
| Lifeworks Advisors, LLC | 2,377 | $807.8K | 0.12% | −1,744−42.3% | Reduced |
| Ipswich Investment Management Co., Inc. | 2,350 | $798.6K | 0.19% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 2,149 | $780.9K | 0.22% | 00.0% | Unchanged |
| TFB Advisors LLC | 2,293 | $779.3K | 0.20% | +319+16.2% | Added |
| Wiley Bros.-Aintree Capital, LLC | 2,271 | $772.6K | 0.01% | +2,271 | New |
| Daymark Wealth Partners, LLC | 2,263 | $769.1K | 0.03% | +13+0.6% | Added |
| Croban | 2,260 | $768.0K | 0.66% | +92+4.2% | Added |
| Gulf International Bank (UK) Ltd | 2,245 | $762.0K | 0.03% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 2,234 | $759.2K | 0.03% | +10+0.4% | Added |
| O'Shaughnessy Asset Management, LLC | 2,222 | $755.1K | 0.01% | −60−2.6% | Reduced |
| Louisiana State Employees Retirement System | 2,200 | $747.7K | 0.01% | −100−4.3% | Reduced |
| Synovus Financial Corp | 2,193 | $745.3K | 0.01% | +19+0.9% | Added |
| Securian Asset Management, Inc | 2,186 | $742.9K | 0.02% | −100−4.4% | Reduced |
| Pallas Capital Advisors LLC | 2,176 | $739.5K | 0.03% | +2,176 | New |
| Renaissance Group LLC | 2,176 | $739.5K | 0.03% | −82−3.6% | Reduced |
| Capital Insight Partners, LLC | 2,141 | $727.6K | 0.13% | −40−1.8% | Reduced |
| Avanza Fonder AB | 2,136 | $725.9K | 0.02% | +2,136 | New |
| Citadel Investment Advisory, Inc. | 2,127 | $723.0K | 0.35% | −100−4.5% | Reduced |
| Dakota Wealth Management | 2,108 | $716.4K | 0.02% | +160+8.2% | Added |
| Dana Investment Advisors, Inc. | 2,083 | $707.9K | 0.02% | 00.0% | Unchanged |
| ING Groep NV | 2,057 | $699.1K | 0.00% | +129+6.7% | Added |
| Walleye Capital LLC | 2,029 | $689.6K | 0.01% | −3,711−64.7% | Reduced |
| HighTower Advisors, LLC | 2,013 | $684.0K | 0.00% | −621−23.6% | Reduced |
| M&T Bank Corp | 2,010 | $683.5K | 0.00% | −479−19.2% | Reduced |
| Maryland State Retirement & Pension System | 2,011 | $683.4K | 0.01% | 00.0% | Unchanged |
| Old National Bancorp | 2,010 | $683.1K | 0.01% | +3+0.1% | Added |
| Essential Partners LLC | 2,005 | $681.4K | 0.27% | +2,005 | New |
| New Mexico Educational Retirement Board | 2,000 | $680.0K | 0.02% | 00.0% | Unchanged |
| CM Management, LLC | 2,000 | $679.7K | 0.62% | +2,000 | New |
| Sequoia Financial Advisors, LLC | 1,989 | $676.1K | 0.00% | +1,989 | New |
| MML Investors Services, LLC | 1,971 | $670.0K | 0.00% | −402−16.9% | Reduced |
| Qsemble Capital Management, LP | 1,954 | $664.1K | 0.06% | +440+29.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 1,944 | $661.0K | 0.00% | −673−25.7% | Reduced |
| Horizon Investments, LLC | 1,921 | $652.9K | 0.01% | +1,296+207.4% | Added |
| Bayforest Capital Ltd | 1,905 | $647.4K | 0.28% | +125+7.0% | Added |
| Legend Financial Advisors, Inc. | 1,895 | $644.0K | 0.43% | +26+1.4% | Added |
| Leuthold Group, LLC | 1,883 | $639.9K | 0.08% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 1,849 | $628.4K | 0.04% | +273+17.3% | Added |
| Heron Bay Capital Management | 1,831 | $622.3K | 0.12% | −6−0.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,813 | $618.0K | 0.00% | −192−9.6% | Reduced |
| HB Wealth Management, LLC | 1,818 | $617.8K | 0.00% | −435−19.3% | Reduced |
| Buckingham Strategic Partners | 1,796 | $610.5K | 0.01% | +1,796 | New |
| Chesley Taft & Associates LLC | 1,772 | $602.2K | 0.03% | 00.0% | Unchanged |
| PAX Financial Group, LLC | 1,745 | $593.0K | 0.11% | −749−30.0% | Reduced |
| Toroso Investments, LLC | 1,736 | $590.0K | 0.00% | −69−3.8% | Reduced |
| Erste Asset Management GmbH | 1,737 | $585.0K | 0.00% | +737+73.7% | Added |
| Prudential PLC | 1,718 | $583.9K | 0.00% | −3,818−69.0% | Reduced |
| Walleye Trading LLC | 1,699 | $577.4K | 0.01% | +867+104.2% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 1,696 | $576.4K | 0.00% | +1,183+230.6% | Added |
| Westpac Banking Corp | 1,695 | $576.0K | 0.04% | +1,224+259.9% | Added |
| Unison Advisors LLC | 1,682 | $571.6K | 0.06% | +9+0.5% | Added |