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 |
|---|---|---|---|---|---|
| CWA Asset Management Group, LLC | 662 | $225.0K | 0.01% | −136−17.0% | Reduced |
| Parallel Advisors, LLC | 659 | $224.0K | 0.00% | +114+20.9% | Added |
| DRW Securities, LLC | 658 | $223.6K | 0.02% | +658 | New |
| Quent Capital, LLC | 652 | $221.4K | 0.02% | +49+8.1% | Added |
| SCS Capital Management LLC | 649 | $220.6K | 0.00% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 636 | $216.1K | 0.02% | −33−4.9% | Reduced |
| Smithfield Trust Co | 630 | $213.0K | 0.01% | 00.0% | Unchanged |
| Scotia Capital Inc. | 626 | $212.7K | 0.00% | +626 | New |
| Patton Fund Management, Inc. | 622 | $211.4K | 0.05% | +622 | New |
| Vise Technologies, Inc. | 602 | $204.7K | 0.01% | +602 | New |
| NEOS Investment Management LLC | 601 | $204.3K | 0.00% | 00.0% | Unchanged |
| Howard Bailey Securities, LLC | 599 | $203.6K | 0.06% | −24−3.9% | Reduced |
| Lido Advisors, LLC | 593 | $201.6K | 0.00% | −43−6.8% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 585 | $198.8K | 0.04% | +585 | New |
| Centaurus Financial, Inc. | 556 | $189.0K | 0.01% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 535 | $181.9K | 0.06% | −18−3.3% | Reduced |
| Ronald Blue Trust, Inc. | 534 | $181.5K | 0.00% | −7−1.3% | Reduced |
| Webster Bank, N. A. | 500 | $169.9K | 0.02% | 00.0% | Unchanged |
| Central Trust Co | 465 | $158.0K | 0.00% | −53−10.2% | Reduced |
| Bessemer Group Inc | 435 | $148.0K | 0.00% | +12+2.8% | Added |
| Hantz Financial Services, Inc. | 428 | $145.0K | 0.00% | +5+1.2% | Added |
| GAMMA Investing LLC | 408 | $138.7K | 0.01% | −72−15.0% | Reduced |
| Ameritas Investment Partners, Inc. | 401 | $136.3K | 0.00% | −37−8.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 398 | $135.3K | 0.00% | −39−8.9% | Reduced |
| Versant Capital Management, Inc | 391 | $132.9K | 0.02% | −48−10.9% | Reduced |
| Grove Bank & Trust | 373 | $126.8K | 0.02% | −2−0.5% | Reduced |
| Simplex Trading, LLC | 347 | $117.0K | 0.00% | −83−19.3% | Reduced |
| Ci Investments Inc. | 334 | $114.0K | 0.00% | +63+23.2% | Added |
| Private Trust Co NA | 293 | $99.6K | 0.01% | +86+41.5% | Added |
| Jones Financial Companies LLLP | 289 | $97.5K | 0.00% | +206+248.2% | Added |
| Advisors Asset Management, Inc. | 251 | $85.3K | 0.00% | −400−61.4% | Reduced |
| Asset Dedication, LLC | 250 | $85.0K | 0.01% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 229 | $77.8K | 0.01% | −11−4.6% | Reduced |
| Signaturefd, LLC | 223 | $75.8K | 0.00% | −106−32.2% | Reduced |
| First Financial Corp | 200 | $68.0K | 0.03% | 00.0% | Unchanged |
| IFP Advisors, Inc | 196 | $66.6K | 0.00% | +187+2,077.8% | Added |
| Bryn Mawr Trust Co | 188 | $63.9K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 185 | $63.0K | 0.00% | +19+11.4% | Added |
| Allworth Financial LP | 183 | $62.2K | 0.00% | +90+96.8% | Added |
| Geneos Wealth Management Inc. | 181 | $61.5K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 177 | $60.0K | 0.00% | −305−63.3% | Reduced |
| Principal Securities, Inc. | 175 | $59.5K | 0.00% | −321−64.7% | Reduced |
| Key Financial Inc | 159 | $54.0K | 0.01% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 153 | $52.0K | 0.01% | +5+3.4% | Added |
| Park Square Financial Group, LLC | 151 | $51.3K | 0.04% | −1−0.7% | Reduced |
| Bruce G. Allen Investments, LLC | 151 | $51.3K | 0.04% | −3−1.9% | Reduced |
| Parkside Financial Bank & Trust | 135 | $45.9K | 0.00% | +9+7.1% | Added |
| MUFG Securities EMEA plc | 127 | $43.2K | 0.00% | +127 | New |
| Sentry Investment Management LLC | 125 | $43.0K | 0.02% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 126 | $42.8K | 0.00% | +1+0.8% | Added |
| WPG Advisers, LLC | 125 | $42.5K | 0.04% | +23+22.5% | Added |
| Private Wealth Asset Management, LLC | 117 | $39.8K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 115 | $39.1K | 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 |
| Montag A & Associates Inc | 110 | $37.4K | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 104 | $35.3K | 0.00% | 00.0% | Unchanged |
| Board of the Pension Protection Fund | 100 | $34.0K | 0.04% | +100 | New |
| Global Retirement Partners, LLC | 94 | $31.9K | 0.00% | +94 | New |
| GPS Wealth Strategies Group, LLC | 92 | $31.3K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 90 | $31.0K | 0.01% | 00.0% | Unchanged |
| Eastern Bank | 90 | $30.6K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 88 | $29.9K | 0.02% | +5+6.0% | Added |
| Sunbelt Securities, Inc. | 80 | $29.0K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 85 | $28.9K | 0.00% | +85 | New |
| DT Investment Partners, LLC | 82 | $27.9K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 81 | $27.5K | 0.00% | +2+2.5% | Added |
| 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 |
| Chesapeake Asset Management LLC | 76 | $25.8K | 0.02% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 68 | $23.1K | 0.01% | −12−15.0% | Reduced |
| Atlantic Trust, LLC | 68 | $23.1K | 0.00% | +38+126.7% | Added |
| Cary Street Partner Investment Advisory LLC | 66 | $22.4K | 0.01% | +17+34.7% | Added |
| Moisand Fitzgerald Tamayo, LLC | 64 | $21.8K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 63 | $21.4K | 0.00% | +63 | New |
| Caldwell Trust Co | 62 | $21.1K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 63 | $20.8K | 0.00% | +3+5.0% | Added |
| Umb Bank N A | 59 | $20.1K | 0.00% | −2−3.3% | Reduced |
| Piscataqua Savings Bank | 56 | $19.0K | 0.02% | 00.0% | Unchanged |
| Traub Capital Management LLC | 51 | $17.3K | 0.02% | +51 | New |
| CVA Family Office, LLC | 47 | $16.0K | 0.00% | +6+14.6% | Added |
| Smartleaf Asset Management LLC | 43 | $14.7K | 0.00% | −5−10.4% | Reduced |
| Bell Investment Advisors, Inc | 43 | $14.6K | 0.00% | +12+38.7% | Added |
| GHP Investment Advisors, Inc. | 41 | $13.9K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 40 | $13.6K | 0.01% | 00.0% | Unchanged |
| Investors Research Corp | 38 | $12.9K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 37 | $12.6K | 0.00% | −14−27.5% | Reduced |
| First Horizon Advisors, Inc. | 36 | $12.2K | 0.00% | +12+50.0% | Added |
| Hemington Wealth Management | 38 | $12.0K | 0.00% | +4+11.8% | Added |
| Zions Bancorporation, National Association | 33 | $11.2K | 0.00% | −60−64.5% | Reduced |
| WealthCollab, LLC | 31 | $10.5K | 0.01% | +17+121.4% | Added |
| Rakuten Securities, Inc. | 30 | $10.2K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 29 | $9.86K | 0.00% | −6−17.1% | Reduced |
| Clear Street Markets LLC | 29 | $9.86K | 0.00% | +29 | New |
| Caitong International Asset Management Co., Ltd | 29 | $9.86K | 0.01% | +29 | New |
| Rise Advisors, LLC | 28 | $9.52K | 0.00% | +1+3.7% | Added |
| Fortitude Family Office, LLC | 28 | $9.52K | 0.00% | +5+21.7% | Added |
| Crewe Advisors LLC | 28 | $9.52K | 0.00% | +28 | New |
| Princeton Global Asset Management LLC | 28 | $9.52K | 0.00% | +28 | New |