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 |
|---|---|---|---|---|---|
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −1,960−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −1,844−100.0% | Sold out |
| Peloton Wealth Strategists | 0 | $0 | 0.00% | −1,663−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −1,578−100.0% | Sold out |
| TownSquare Capital, LLC | 0 | $0 | 0.00% | −1,464−100.0% | Sold out |
| Foundations Investment Advisors, LLC | 0 | $0 | 0.00% | −1,440−100.0% | Sold out |
| Oxford Asset Management LLP | 0 | $0 | 0.00% | −1,391−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −1,363−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −1,199−100.0% | Sold out |
| SummitTX Capital, L.P. | 0 | $0 | 0.00% | −1,142−100.0% | Sold out |
| Blair William & Co | 0 | $0 | 0.00% | −1,041−100.0% | Sold out |
| VisionPoint Advisory Group, LLC | 0 | $0 | 0.00% | −957−100.0% | Sold out |
| United Services Automobile Association | 0 | $0 | 0.00% | −960−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −906−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −886−100.0% | Sold out |
| WBI Investments | 0 | $0 | 0.00% | −833−100.0% | Sold out |
| Voleon Capital Management LP | 0 | $0 | 0.00% | −815−100.0% | Sold out |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −795−100.0% | Sold out |
| Transatlantique Private Wealth LLC | 0 | $0 | 0.00% | −778−100.0% | Sold out |
| Lester Murray Antman dba SimplyRich | 0 | $0 | 0.00% | −755−100.0% | Sold out |
| Oversea-Chinese Banking CORP Ltd | 0 | $0 | 0.00% | −749−100.0% | Sold out |
| HFG Advisors, Inc. | 0 | $0 | 0.00% | −675−100.0% | Sold out |
| Berger Financial Group, Inc | 0 | $0 | 0.00% | −616−100.0% | Sold out |
| Legacy Advisors, LLC | 0 | $0 | 0.00% | −599−100.0% | Sold out |
| Prime Capital Investment Advisors, LLC | 0 | $0 | 0.00% | −598−100.0% | Sold out |
| Paragon Capital Management Ltd | 0 | $0 | 0.00% | −589−100.0% | Sold out |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −588−100.0% | Sold out |
| Profund Advisors LLC | 0 | $0 | 0.00% | −588−100.0% | Sold out |
| Alpha Omega Wealth Management LLC | 0 | $0 | 0.00% | −583−100.0% | Sold out |
| NewEdge Wealth, LLC | 0 | $0 | 0.00% | −578−100.0% | Sold out |
| Ascent Group, LLC | 0 | $0 | 0.00% | −575−100.0% | Sold out |
| Dynasty Wealth Management, LLC | 0 | $0 | 0.00% | −564−100.0% | Sold out |
| PEAK6 LLC | 0 | $0 | 0.00% | −490−100.0% | Sold out |
| Capital A Wealth Management, LLC | 0 | $0 | 0.00% | −379−100.0% | Sold out |
| Stephenson National Bank & Trust | 0 | $0 | 0.00% | −329−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −199−100.0% | Sold out |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −155−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −83−100.0% | Sold out |
| Riverview Trust Co | 0 | $0 | 0.00% | −55−100.0% | Sold out |
| 1248 Management, LLC | 0 | $0 | 0.00% | −48−100.0% | Sold out |
| Centennial Bank | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Saudi Central Bank | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| BOK Financial Private Wealth, Inc. | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| TD Waterhouse Canada Inc. | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Global Financial Private Client, LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Cherry Tree Wealth Management, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Red Tortoise LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Kiker Wealth Management, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Glen Eagle Advisors, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Nalls Sherbakoff Group, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Carolinas Wealth Consulting LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Capital Advisors, Ltd. LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Clark Wealth Partners | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| American Capital Advisory, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Stonebridge Financial Group, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Glenmede Trust Co NA | – | – | – | – | Not filed |
| Credit Agricole S A | – | – | – | – | Not filed |
| Orion Portfolio Solutions, LLC | – | – | – | – | Not filed |
| Mizuho Securities USA LLC | – | – | – | – | Not filed |
| Bright Futures Wealth Management, LLC. | – | – | – | – | Not filed |
| Lindbrook Capital, LLC | – | – | – | – | Not filed |