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 |
|---|---|---|---|---|---|
| Hancock Whitney Corp | 1,681 | $571.3K | 0.01% | −737−30.5% | Reduced |
| Park Avenue Securities LLC | 1,663 | $565.0K | 0.01% | +1,663 | New |
| Bartlett & Co. Wealth Management LLC | 1,647 | $559.7K | 0.01% | 00.0% | Unchanged |
| Inceptionr LLC | 1,596 | $542.4K | 0.13% | +1,596 | New |
| Curat Global, LLC | 1,584 | $538.2K | 0.51% | −17−1.1% | Reduced |
| Metis Global Partners, LLC | 1,535 | $521.7K | 0.01% | −178−10.4% | Reduced |
| Greenwood Capital Associates LLC | 1,519 | $516.2K | 0.06% | −317−17.3% | Reduced |
| Aull & Monroe Investment Management Corp | 1,500 | $509.8K | 0.27% | 00.0% | Unchanged |
| Sig Brokerage, LP | 1,497 | $508.8K | 0.14% | +1,497 | New |
| Legacy Wealth Asset Management, LLC | 1,493 | $507.4K | 0.13% | +42+2.9% | Added |
| Argent Trust Co | 1,475 | $501.3K | 0.02% | +45+3.1% | Added |
| Wealthstar Advisors, LLC | 1,458 | $495.6K | 0.19% | +226+18.3% | Added |
| Wealthfront Advisers LLC | 1,426 | $484.6K | 0.00% | −436−23.4% | Reduced |
| Forum Financial Management, LP | 1,381 | $469.3K | 0.01% | +437+46.3% | Added |
| Greenleaf Trust | 1,380 | $469.0K | 0.00% | −32−2.3% | Reduced |
| Tokio Marine Asset Management Co Ltd | 1,331 | $452.3K | 0.02% | +117+9.6% | Added |
| Atria Investments LLC | 1,316 | $447.2K | 0.01% | +69+5.5% | Added |
| Rowland & Co Investment Counsel | 1,315 | $446.9K | 0.09% | +50+4.0% | Added |
| Independent Advisor Alliance | 1,294 | $439.8K | 0.01% | +95+7.9% | Added |
| Avantax Advisory Services, Inc. | 1,292 | $439.0K | 0.00% | −393−23.3% | Reduced |
| MeadowBrook Investment Advisors LLC | 1,271 | $431.9K | 0.40% | −169−11.7% | Reduced |
| Baird Financial Group, Inc. | 1,255 | $426.5K | 0.00% | −347−21.7% | Reduced |
| Perigon Wealth Management, LLC | 1,235 | $419.6K | 0.01% | −819−39.9% | Reduced |
| Assenagon Asset Management S.A. | 1,199 | $407.5K | 0.00% | −21−1.7% | Reduced |
| BayBridge Capital Group, LLC | 1,190 | $404.4K | 0.26% | +20+1.7% | Added |
| Trail Ridge Investment Advisors, LLC | 1,196 | $401.6K | 0.19% | +77+6.9% | Added |
| Vontobel Holding Ltd. | 1,180 | $401.0K | 0.00% | −601−33.7% | Reduced |
| Blueshift Asset Management, LLC | 1,178 | $400.3K | 0.12% | +1,178 | New |
| Pensionmark Financial Group, LLC | 1,169 | $397.3K | 0.01% | −658−36.0% | Reduced |
| Impact Partnership Wealth, LLC | 1,159 | $393.8K | 0.07% | +196+20.4% | Added |
| Checchi Capital Advisers, LLC | 1,151 | $391.0K | 0.03% | −6−0.5% | Reduced |
| Aquatic Capital Management LLC | 1,149 | $390.5K | 0.01% | −5,371−82.4% | Reduced |
| Baader Bank INC | 1,144 | $388.8K | 0.03% | +549+92.3% | Added |
| MQS Management LLC | 1,143 | $388.4K | 0.21% | +1,143 | New |
| E&G Advisors, LP | 1,130 | $385.3K | 0.10% | −135−10.7% | Reduced |
| Sivia Capital Partners, LLC | 1,131 | $384.4K | 0.13% | +1,131 | New |
| Savant Capital, LLC | 1,123 | $381.5K | 0.00% | +106+10.4% | Added |
| ASR Vermogensbeheer N.V. | 1,104 | $375.2K | 0.00% | −5−0.5% | Reduced |
| Wellington Shields & Co., LLC | 1,100 | $373.8K | 0.11% | 00.0% | Unchanged |
| Bank of Stockton | 1,080 | $367.0K | 0.11% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,076 | $365.7K | 0.01% | −258−19.3% | Reduced |
| Huntington National Bank | 1,069 | $363.3K | 0.00% | −19−1.7% | Reduced |
| Farringdon Capital, Ltd. | 1,060 | $360.2K | 0.12% | −330−23.7% | Reduced |
| MBA Advisors LLC | 1,059 | $359.9K | 0.17% | −160−13.1% | Reduced |
| Applied Finance Capital Management, LLC | 1,055 | $358.5K | 0.02% | +1,055 | New |
| Siemens Fonds Invest GmbH | 1,043 | $354.5K | 0.02% | +137+15.1% | Added |
| Coastal Bridge Advisors, LLC | 1,043 | $354.5K | 0.03% | +1,043 | New |
| Atlas Capital Advisors LLC | 1,042 | $354.1K | 0.04% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 1,039 | $353.0K | 0.03% | −189−15.4% | Reduced |
| Optimize Financial Inc | 1,034 | $351.4K | 0.22% | −6−0.6% | Reduced |
| Investment Management Corp of Ontario | 1,028 | $349.4K | 0.01% | −200−16.3% | Reduced |
| Fifth Third Bancorp | 1,023 | $347.7K | 0.00% | −128−11.1% | Reduced |
| GWM Advisors LLC | 1,011 | $343.5K | 0.00% | −818−44.7% | Reduced |
| Quadrant Capital Group LLC | 1,002 | $340.5K | 0.01% | −729−42.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 979 | $332.7K | 0.00% | −1,731−63.9% | Reduced |
| Colonial Trust Co | 964 | $327.6K | 0.05% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 959 | $325.9K | 0.01% | +729+317.0% | Added |
| V-Square Quantitative Management LLC | 946 | $321.5K | 0.04% | +172+22.2% | Added |
| MUFG Securities Americas Inc. | 943 | $320.5K | 0.03% | +182+23.9% | Added |
| Pitcairn Co | 935 | $317.8K | 0.02% | −1−0.1% | Reduced |
| Csenge Advisory Group | 912 | $316.7K | 0.02% | +17+1.9% | Added |
| Sowell Financial Services LLC | 928 | $315.3K | 0.01% | +293+46.1% | Added |
| Callan Family Office, LLC | 922 | $313.3K | 0.01% | +922 | New |
| Vestcor Inc | 907 | $308.0K | 0.01% | −7−0.8% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 907 | $307.9K | 0.00% | −118−11.5% | Reduced |
| Transcend Wealth Collective, LLC | 903 | $306.9K | 0.02% | +903 | New |
| Keybank National Association | 889 | $302.1K | 0.00% | −766−46.3% | Reduced |
| Sit Investment Associates Inc | 886 | $301.0K | 0.01% | −61−6.4% | Reduced |
| Evoke Wealth, LLC | 879 | $298.9K | 0.01% | +879 | New |
| Meiji Yasuda Asset Management Co Ltd. | 867 | $294.6K | 0.01% | −518−37.4% | Reduced |
| Klingenstein Fields & Co LP | 850 | $288.9K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 850 | $288.9K | 0.00% | +743+694.4% | Added |
| Clarius Group, LLC | 849 | $288.5K | 0.02% | +6+0.7% | Added |
| United Capital Financial Advisers, LLC | 843 | $286.5K | 0.00% | +35+4.3% | Added |
| Flagship Harbor Advisors, LLC | 840 | $285.4K | 0.01% | −3−0.4% | Reduced |
| Advyzon Investment Management, LLC | 838 | $284.8K | 0.06% | +4+0.5% | Added |
| Horizon Advisory Services, Inc. | 831 | $282.4K | 0.15% | +7+0.8% | Added |
| Farther Finance Advisors, LLC | 816 | $277.3K | 0.01% | +34+4.3% | Added |
| Somerset Trust Co | 806 | $273.9K | 0.09% | +21+2.7% | Added |
| CIBC World Markets Inc. | 801 | $272.2K | 0.00% | +52+6.9% | 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 |
| Texas Yale Capital Corp. | 750 | $254.9K | 0.01% | +100+15.4% | Added |
| Waddell & Associates, LLC | 743 | $252.5K | 0.03% | +743 | New |
| MBB Public Markets I LLC | 736 | $250.1K | 0.03% | −165−18.3% | Reduced |
| Vident Advisory, LLC | 732 | $248.8K | 0.00% | −874−54.4% | Reduced |
| NorthRock Partners, LLC | 729 | $247.6K | 0.01% | +729 | New |
| RFG Advisory, LLC | 727 | $247.2K | 0.01% | −31−4.1% | Reduced |
| Ancora Advisors, LLC | 725 | $246.4K | 0.01% | 00.0% | Unchanged |
| Rossby Financial, LCC | 722 | $245.4K | 0.09% | +108+17.6% | Added |
| Simplicity Wealth,LLC | 710 | $241.3K | 0.01% | +89+14.3% | Added |
| Chicago Partners Investment Group LLC | 709 | $238.2K | 0.01% | +709 | New |
| Van Eck Associates Corp | 699 | $238.0K | 0.00% | −34−4.6% | Reduced |
| Marshall Wace, LLP | 700 | $237.9K | 0.00% | +700 | New |
| State of Wyoming | 694 | $235.9K | 0.03% | +415+148.7% | Added |
| Personal Cfo Solutions, LLC | 690 | $234.5K | 0.04% | +20+3.0% | Added |
| Moors & Cabot, Inc. | 678 | $230.4K | 0.01% | −1−0.1% | Reduced |
| Red Door Wealth Management, LLC | 671 | $228.0K | 0.03% | +1+0.1% | Added |
| Leonteq Securities AG | 670 | $227.7K | 0.01% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 668 | $227.0K | 0.00% | −102−13.2% | Reduced |