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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
Farmers & Merchants Investments Inc27$9.18K0.00%00.0%Unchanged
TD Private Client Wealth LLC24$8.16K0.00%−17−41.5%Reduced
Annis Gardner Whiting Capital Advisors, LLC23$7.82K0.00%00.0%Unchanged
MV Capital Management, Inc.22$7.48K0.00%−4−15.4%Reduced
Larson Financial Group LLC22$7.48K0.00%+2+10.0%Added
Atwood & Palmer Inc21$7.14K0.00%+21New
Solstein Capital, LLC21$7.14K0.00%+21New
FWL Investment Management, LLC21$7.14K0.00%+21New
GW&K Investment Management, LLC22$7.00K0.00%+2+10.0%Added
Hollencrest Capital Management20$6.80K0.00%00.0%Unchanged
Binnacle Investments Inc20$6.80K0.00%+3+17.6%Added
ORG Partners LLC19$6.47K0.00%+11+137.5%Added
JFS Wealth Advisors, LLC19$6.46K0.00%−7−26.9%Reduced
Sachetta, LLC17$5.78K0.00%+4+30.8%Added
True Wealth Design, LLC17$5.78K0.00%+8+88.9%Added
Rothschild Investment LLC16$5.44K0.00%+15+1,500.0%Added
Winch Advisory Services, LLC13$4.42K0.00%00.0%Unchanged
Raffa Wealth Management, LLC13$4.42K0.00%00.0%Unchanged
Evolution Wealth Management Inc.13$4.42K0.01%+13New
Abound Wealth Management11$3.74K0.00%+11New
SBI Securities Co., Ltd.11$3.74K0.00%−3−21.4%Reduced
Ransom Advisory, Ltd11$3.74K0.00%00.0%Unchanged
NewSquare Capital LLC11$3.74K0.00%+10+1,000.0%Added
Spire Wealth Management10$3.40K0.00%+1+11.1%Added
Washington Trust Advisors, Inc.9$3.23K0.00%00.0%Unchanged
Private Wealth Management Group, LLC9$3.06K0.00%−14−60.9%Reduced
Financial Management Professionals, Inc.9$3.06K0.00%−3−25.0%Reduced
Howard Hughes Medical Institute9$3.06K0.00%+9New
Twin Peaks Wealth Advisors, LLC9$2.95K0.00%+9New
HM Payson & Co7$2.38K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.7$2.38K0.00%00.0%Unchanged
JNBA Financial Advisors6$2.04K0.00%00.0%Unchanged
CBIZ Investment Advisory Services, LLC6$2.04K0.00%+6New
Manchester Capital Management LLC5$1.70K0.00%−5−50.0%Reduced
Garde Capital, Inc.5$1.70K0.00%00.0%Unchanged
Legacy Wealth Managment, LLC4$1.36K0.00%00.0%Unchanged
Rialto Wealth Management, LLC4$1.36K0.00%+3+300.0%Added
Legacy Investment Solutions, LLC4$1.36K0.00%+4New
SJS Investment Consulting Inc.3$1.02K0.00%−3−50.0%Reduced
South State Corp.3$1.02K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC3$1.02K0.00%00.0%Unchanged
HFM Investment Advisors, LLC3$1.02K0.00%+2+200.0%Added
Ogorek Anthony Joseph5$1.00K0.00%00.0%Unchanged
Picton Mahoney Asset Management3$1.00K0.00%00.0%Unchanged
Sierra Ocean, LLC2$6800.00%00.0%Unchanged
North Capital, Inc.2$6800.00%00.0%Unchanged
Principia Wealth Advisory, LLC2$6800.00%+1+100.0%Added
Tortoise Investment Management, LLC2$6800.00%+2New
Bogart Wealth, LLC2$6800.00%+2New
Quaker Wealth Management, LLC2$6800.00%+2New
UMA Financial Services, Inc.2$6800.00%+2New
Stephens Consulting, LLC2$6800.00%+2New
WealthTrak Capital Management LLC2$6800.00%+2New
Bay Harbor Wealth Management, LLC2$6790.00%+1+100.0%Added
Dunhill Financial, LLC1$4090.00%−2−66.7%Reduced
Highline Wealth Partners LLC1$3470.00%00.0%Unchanged
TFC Financial Management1$3400.00%00.0%Unchanged
Mowery & Schoenfeld Wealth Management, LLC1$3400.00%00.0%Unchanged
Redwood Park Advisors LLC1$3400.00%00.0%Unchanged
WestEnd Advisors, LLC1$3400.00%00.0%Unchanged
CoreCap Advisors, LLC1$3400.00%00.0%Unchanged
Aspect Partners, LLC1$3400.00%00.0%Unchanged
Parkworth Wealth Management, Inc.1$3400.00%00.0%Unchanged
Activest Wealth Management1$3400.00%+1New
Total Investment Management Inc1$3400.00%+1New
AdvisorNet Financial, Inc1$3400.00%+1New
Ossiam1$3400.00%+1New
Beaird Harris Wealth Management, LLC1$3400.00%+1New
Motco1$3360.00%+1New
Hughes Financial Services, LLC1$3280.00%−21−95.5%Reduced
Anchor Investment Management, LLC0$1280.00%0Unchanged
Y.D. More Investments Ltd41$410.00%−22−34.9%Reduced
Avion Wealth2$00.00%−3−60.0%Reduced
Zimmer Partners, LP0$00.00%−95,000−100.0%Sold out
Woodline Partners LP0$00.00%−46,064−100.0%Sold out
Twin Tree Management, LP0$00.00%−25,991−100.0%Sold out
Gillson Capital LP0$00.00%−23,021−100.0%Sold out
Capital Fund Management S.A.0$00.00%−17,677−100.0%Sold out
Dupree Financial Group, LLC0$00.00%−16,911−100.0%Sold out
Capstone Investment Advisors, LLC0$00.00%−13,316−100.0%Sold out
PGGM Investments0$00.00%−13,108−100.0%Sold out
Hi-Line Capital Management, LLC0$00.00%−10,580−100.0%Sold out
Corebridge Financial, Inc.0$00.00%−9,948−100.0%Sold out
Susquehanna Fundamental Investments, LLC0$00.00%−8,450−100.0%Sold out
Alaska Permanent Fund Corp0$00.00%−7,833−100.0%Sold out
Aster Capital Management (DIFC) Ltd0$00.00%−6,336−100.0%Sold out
Banque Cantonale Vaudoise0$00.00%−4,649−100.0%Sold out
Wolverine Trading, LLC0$00.00%−4,447−100.0%Sold out
J. Safra Sarasin Holding AG0$00.00%−4,226−100.0%Sold out
Achmea Investment Management B.V.0$00.00%−4,111−100.0%Sold out
Allstate Corp0$00.00%−4,062−100.0%Sold out
Aigen Investment Management, LP0$00.00%−3,566−100.0%Sold out
Two Sigma Securities, LLC0$00.00%−3,432−100.0%Sold out
Guggenheim Capital LLC0$00.00%−2,708−100.0%Sold out
BNP Paribas0$00.00%−2,670−100.0%Sold out
Oak Thistle LLC0$00.00%−2,283−100.0%Sold out
XTX Topco Ltd0$00.00%−2,273−100.0%Sold out
Quantitative Investment Management, LLC0$00.00%−2,132−100.0%Sold out
Mount Lucas Management LP0$00.00%−2,103−100.0%Sold out
Waterway Wealth Management, LLC0$00.00%−2,047−100.0%Sold out