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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.

Q3 2025 vs. Q2 2025

How the institutions holding Everest Group, Ltd. changed between Q2 2025 and Q3 2025.

All holders in Q3 2025All holders in Q2 2025

13F holders of EG: Q2 2025 compared with Q3 2025
MeasureQ2 2025Of which not filed for Q3 2025Q3 2025Change
Holders6737677+11
Shares40.1M1.78M38.5M+243.2K (+0.6%)
Value$13.6B$603.9M$13.5B+$462.2M (+3.5%)

7 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (92)

Institutions that held Everest Group, Ltd. at the end of Q3 2025 but not at the end of Q2 2025.

Institutions new to EG in Q3 2025
InstitutionSharesValue% of portfolio
Causeway Capital Management LLC175,686$61.5M0.81%
Capital Fund Management S.A.36,415$12.8M0.13%
Woodline Partners LP32,342$11.3M0.05%
Dupree Financial Group, LLC29,380$10.3M3.91%
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main22,093$7.74M0.01%
Summit Wealth Group LLC15,074$7.04M0.97%
Janney Montgomery Scott LLC18,503$6.48M0.02%
Arrowstreet Capital, Limited Partnership12,649$4.43M0.00%
JB Capital LLC9,622$3.37M0.15%
Summit Global Investments8,175$2.86M0.17%
ISAM Funds (UK) Ltd6,204$2.17M0.45%
CIBC Bancorp USA Inc.5,808$2.03M0.01%
Los Angeles Capital Management LLC5,693$1.99M0.01%
Palouse Capital Management, Inc.5,625$1.97M1.25%
Meridian Investment Counsel Inc.4,570$1.60M0.40%
Sepio Capital, LP4,525$1.58M0.09%
Strategic Global Advisors, LLC4,210$1.47M0.22%
Krilogy Financial LLC4,527$1.46M0.05%
Credit Agricole S A4,138$1.45M0.00%
Shay Capital LLC4,000$1.40M0.25%
J. Safra Sarasin Holding AG3,715$1.30M0.02%
Aviance Capital Partners, LLC3,479$1.22M0.14%
Aster Capital Management (DIFC) Ltd2,734$957.5K0.48%
SummitTX Capital, L.P.2,631$921.5K0.04%
Caerus Investment Advisors, LLC2,091$732.3K0.30%
Vestmark Advisory Solutions, Inc.2,036$713.1K0.01%
Dark Forest Capital Management LP2,010$704.0K0.03%
Summit Trail Advisors, LLC1,898$664.6K0.01%
AXA Investment Managers S.A.1,777$622.4K0.00%
Bright Futures Wealth Management, LLC.1,681$588.6K0.46%
Virtu Financial LLC1,551$543.0K0.03%
waypoint wealth counsel1,515$530.6K0.21%
Rockefeller Capital Management L.P.1,462$512.4K0.00%
Parcion Private Wealth LLC1,448$507.1K0.03%
Advisory Services Network, LLC1,447$506.8K0.01%
Capstone Investment Advisors, LLC1,435$502.6K0.00%
Jackson Thornton Asset Management, LLC1,365$491.4K0.05%
Full Sail Capital, LLC1,392$487.5K0.03%
AdvisorShares Investments LLC1,383$484.4K0.08%
Allstate Corp1,280$448.3K0.01%
National Wealth Management Group, LLC1,253$438.8K0.17%
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund1,200$420.3K0.02%
Requisite Capital Management, LLC1,199$419.9K0.07%
Kaufman Rossin Wealth, LLC1,199$419.9K0.23%
EntryPoint Capital, LLC1,107$387.7K0.15%
Tema ETFs LLC1,090$381.8K0.03%
Nomura Holdings Inc1,083$379.3K0.00%
Legacy Private Trust Co.1,050$367.7K0.02%
Savvy Advisors, Inc.1,045$366.0K0.02%
Quantitative Investment Management, LLC1,035$362.0K0.05%
Asahi Life Asset Management Co., Ltd.1,030$360.7K0.20%
Kera Capital Partners, Inc.1,028$360.0K0.05%
Catalyst Funds Management Pty Ltd1,000$350.2K0.05%
Blair William & Co994$348.1K0.00%
Voleon Capital Management LP973$340.8K0.01%
QTR Family Wealth, LLC931$326.1K0.15%
Journey Strategic Wealth LLC931$326.1K0.01%
PEAK6 LLC895$313.5K0.01%
J. Team Financial, Inc.881$308.7K0.31%
Essex Financial Services, Inc.854$299.1K0.02%
GenTrust, LLC834$292.1K0.01%
Ascent Group, LLC820$287.2K0.01%
Capital Performance Advisors LLP792$277.4K0.05%
Frank, Rimerman Advisors LLC785$274.9K0.02%
Prelude Capital Management, LLC710$248.7K0.02%
Syon Capital LLC691$242.0K0.01%
Riversedge Advisors, LLC677$237.1K0.04%
Tred Avon Family Wealth, LLC628$219.8K0.08%
Armis Advisers, LLC655$205.4K0.02%
Allegiance Financial Group Advisory Services LLC584$204.5K0.05%
Mather Group, LLC.464$162.4K0.00%
Globeflex Capital L P402$140.8K0.02%
Measured Wealth Private Client Group, LLC163$57.1K0.02%
Root Financial Partners, LLC85$29.8K0.00%
Atlantic Union Bankshares Corp45$15.8K0.00%
Caitlin John, LLC32$11.3K0.01%
Salomon & Ludwin, LLC23$8.21K0.00%
Sound Income Strategies, LLC18$6.23K0.00%
Wealthspire Advisors, LLC15$5.25K0.00%
Steigerwald, Gordon & Koch Inc.15$5.25K0.00%
Johnson Financial Group, Inc.9$3.15K0.00%
Cloud Capital Management, LLC7$2.00K0.00%
Turning Point Benefit Group, Inc.3$1.06K0.00%
Halbert Hargrove Global Advisors, LLC3$1.05K0.00%
ZRC Wealth Management, LLC3$1.05K0.00%
Financial Consulate, Inc2$7010.00%
Wealth Watch Advisors, INC2$7000.00%
Avalon Trust Co1$3510.00%
Seneschal Advisors, LLC1$3510.00%
Kilter Group LLC1$3510.00%
Texas Capital Bancshares Inc1$3500.00%
Bare Financial Services, Inc1$3500.00%

Sold out (81)

Institutions that held Everest Group, Ltd. at the end of Q2 2025 and filed for Q3 2025 without it.

Institutions that sold out of EG in Q3 2025
InstitutionShares, Q2 2025Value, Q2 2025
Virginia Retirement Systems Et Al84,700$28.8M
Philadelphia Financial Management of San Francisco, LLC68,086$23.1M
Qube Research & Technologies Ltd63,257$21.5M
Capitolis Liquid Global Markets LLC21,800$7.41M
Fisher Funds Management LTD17,313$5.88M
Cubist Systematic Strategies, LLC16,510$5.61M
Quantbot Technologies LP13,481$4.58M
ExodusPoint Capital Management, LP12,152$4.13M
Point72 Hong Kong Ltd12,132$4.12M
Point72 Asset Management, L.P.10,800$3.67M
Caption Management, LLC10,000$3.40M
Graham Capital Management, L.P.9,576$3.25M
Two Sigma Advisers, LP8,400$2.85M
Twinbeech Capital LP7,355$2.50M
Connor, Clark & Lunn Investment Management Ltd.7,175$2.44M
Pine Valley Investments Ltd Liability Co5,825$1.98M
Thrivent Financial for Lutherans5,543$1.88M
Centiva Capital, LP5,350$1.82M
Nebula Research & Development LLC4,858$1.65M
Machina Capital S.A.S.4,690$1.59M
Alamar Capital Management, LLC3,670$1.25M
Point72 (DIFC) Ltd3,292$1.12M
Whittier Trust Co3,245$1.10M
Magnetar Financial LLC2,934$997.1K
R Squared Ltd2,900$985.6K
Randolph Co Inc2,751$934.9K
AXA S.A.2,546$865.3K
CM Management, LLC2,000$679.7K
Heron Bay Capital Management1,831$622.3K
Walleye Trading LLC1,699$577.4K
Inceptionr LLC1,596$542.4K
Wealthstar Advisors, LLC1,458$495.6K
Blueshift Asset Management, LLC1,178$400.3K
Impact Partnership Wealth, LLC1,159$393.8K
Aquatic Capital Management LLC1,149$390.5K
Baader Bank INC1,144$388.8K
MQS Management LLC1,143$388.4K
Farringdon Capital, Ltd.1,060$360.2K
Applied Finance Capital Management, LLC1,055$358.5K
Optimize Financial Inc1,034$351.4K
V-Square Quantitative Management LLC946$321.5K
Pitcairn Co935$317.8K
Csenge Advisory Group912$316.7K
Keybank National Association889$302.1K
Klingenstein Fields & Co LP850$288.9K
Clarius Group, LLC849$288.5K
Mma Asset Management LLC793$269.5K
MBB Public Markets I LLC736$250.1K
RFG Advisory, LLC727$247.2K
Simplicity Wealth,LLC710$241.3K
SCS Capital Management LLC649$220.6K
Main Street Financial Solutions, LLC636$216.1K
Howard Bailey Securities, LLC599$203.6K
Point72 Asia (Singapore) Pte. Ltd.585$198.8K
Simplex Trading, LLC347$117.0K
Advisors Asset Management, Inc.251$85.3K
Geneos Wealth Management Inc.181$61.5K
Skopos Labs, Inc.153$52.0K
Whittier Trust Co of Nevada Inc115$39.1K
Whipplewood Advisors, LLC68$23.1K
Meeder Asset Management Inc63$21.4K
Traub Capital Management LLC51$17.3K
Armstrong Advisory Group, Inc37$12.6K
Atwood & Palmer Inc21$7.14K
Solstein Capital, LLC21$7.14K
Evolution Wealth Management Inc.13$4.42K
NewSquare Capital LLC11$3.74K
Ransom Advisory, Ltd11$3.74K
Twin Peaks Wealth Advisors, LLC9$2.95K
CBIZ Investment Advisory Services, LLC6$2.04K
Garde Capital, Inc.5$1.70K
Bogart Wealth, LLC2$680
Stephens Consulting, LLC2$680
Sierra Ocean, LLC2$680
WealthTrak Capital Management LLC2$680
Total Investment Management Inc1$340
AdvisorNet Financial, Inc1$340
Activest Wealth Management1$340
CoreCap Advisors, LLC1$340
Beaird Harris Wealth Management, LLC1$340
Mowery & Schoenfeld Wealth Management, LLC1$340

Not filed for Q3 2025 yet (7)

Institutions that held Everest Group, Ltd. at the end of Q2 2025 and haven't filed a 13F for Q3 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding EG in Q2 2025 that haven't filed for Q3 2025
InstitutionShares, Q2 2025Value, Q2 2025
Norges Bank1,769,309$601.3M
CIBC World Markets Corp5,358$1.82M
Avantax Advisory Services, Inc.1,292$439.0K
Atlas Capital Advisors LLC1,042$354.1K
First Horizon Advisors, Inc.36$12.2K
Legacy Investment Solutions, LLC4$1.36K
Parkworth Wealth Management, Inc.1$340