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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, Q3 2025

Institutional positions in Everest Group, Ltd. as of Sep 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
677
+11 vs. Q2 2025
Shares held
38.5M
+243.2K (+0.6%) vs. Q2 2025
Total value
$13.5B
+$462.2M (+3.5%) vs. Q2 2025
New holders
92
236 more added
Sold out
81
252 more reduced

7 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2025: 677 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 heldQ3 2025: $13.5B
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, Q3 2025

Shares, value and share of portfolio for each institution holding Everest Group, Ltd.; share changes are against Q2 2025.

Institutions holding EG in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Y.D. More Investments Ltd34$360.00%−7−17.1%Reduced
Anchor Investment Management, LLC0$1330.00%0Unchanged
Dunhill Financial, LLC1$2540.00%00.0%Unchanged
Hughes Financial Services, LLC1$3290.00%00.0%Unchanged
WestEnd Advisors, LLC1$3500.00%00.0%Unchanged
Aspect Partners, LLC1$3500.00%00.0%Unchanged
Motco1$3500.00%00.0%Unchanged
Texas Capital Bancshares Inc1$3500.00%+1New
Bare Financial Services, Inc1$3500.00%+1New
South State Corp.1$3510.00%−2−66.7%Reduced
Quaker Wealth Management, LLC1$3510.00%−1−50.0%Reduced
TFC Financial Management1$3510.00%00.0%Unchanged
Redwood Park Advisors LLC1$3510.00%00.0%Unchanged
Avalon Trust Co1$3510.00%+1New
Seneschal Advisors, LLC1$3510.00%+1New
Kilter Group LLC1$3510.00%+1New
Highline Wealth Partners LLC1$3600.00%00.0%Unchanged
HFM Investment Advisors, LLC2$7000.00%−1−33.3%Reduced
Wealth Watch Advisors, INC2$7000.00%+2New
Financial Consulate, Inc2$7010.00%+2New
Ogorek Anthony Joseph5$1.00K0.00%00.0%Unchanged
Picton Mahoney Asset Management3$1.00K0.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC3$1.05K0.00%+1+50.0%Added
Crewe Advisors LLC3$1.05K0.00%−25−89.3%Reduced
Prestige Wealth Management Group LLC3$1.05K0.00%00.0%Unchanged
Principia Wealth Advisory, LLC3$1.05K0.00%+1+50.0%Added
North Capital, Inc.3$1.05K0.00%+1+50.0%Added
Halbert Hargrove Global Advisors, LLC3$1.05K0.00%+3New
ZRC Wealth Management, LLC3$1.05K0.00%+3New
Turning Point Benefit Group, Inc.3$1.06K0.00%+3New
Legacy Wealth Managment, LLC4$1.40K0.00%00.0%Unchanged
Tortoise Investment Management, LLC5$1.75K0.00%+3+150.0%Added
Rialto Wealth Management, LLC5$1.75K0.00%+1+25.0%Added
Cloud Capital Management, LLC7$2.00K0.00%+7New
JNBA Financial Advisors6$2.10K0.00%00.0%Unchanged
UMA Financial Services, Inc.6$2.10K0.00%+4+200.0%Added
DiNuzzo Private Wealth, Inc.7$2.39K0.00%00.0%Unchanged
Financial Management Professionals, Inc.7$2.45K0.00%−2−22.2%Reduced
HM Payson & Co7$2.45K0.00%00.0%Unchanged
SBI Securities Co., Ltd.8$2.80K0.00%−3−27.3%Reduced
Spire Wealth Management8$2.80K0.00%−2−20.0%Reduced
Avion Wealth10$3.00K0.00%+8+400.0%Added
Howard Hughes Medical Institute9$3.15K0.00%00.0%Unchanged
Johnson Financial Group, Inc.9$3.15K0.00%+9New
Washington Trust Advisors, Inc.9$3.33K0.00%00.0%Unchanged
Park Square Financial Group, LLC10$3.50K0.02%−141−93.4%Reduced
Larson Financial Group LLC11$3.85K0.00%−11−50.0%Reduced
Abound Wealth Management11$3.85K0.00%00.0%Unchanged
Manchester Capital Management LLC12$4.20K0.00%+7+140.0%Added
SJS Investment Consulting Inc.12$4.20K0.00%+9+300.0%Added
Sachetta, LLC13$4.55K0.00%−4−23.5%Reduced
Winch Advisory Services, LLC13$4.55K0.00%00.0%Unchanged
Raffa Wealth Management, LLC13$4.55K0.00%00.0%Unchanged
Wealthspire Advisors, LLC15$5.25K0.00%+15New
Steigerwald, Gordon & Koch Inc.15$5.25K0.00%+15New
Sound Income Strategies, LLC18$6.23K0.00%+18New
Atlantic Trust, LLC20$7.00K0.00%−48−70.6%Reduced
Hollencrest Capital Management20$7.00K0.00%00.0%Unchanged
FWL Investment Management, LLC21$7.36K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC21$7.36K0.00%+2+10.5%Added
GW&K Investment Management, LLC24$8.00K0.00%+2+9.1%Added
Princeton Global Asset Management LLC23$8.05K0.00%−5−17.9%Reduced
Annis Gardner Whiting Capital Advisors, LLC23$8.06K0.00%00.0%Unchanged
MV Capital Management, Inc.23$8.06K0.00%+1+4.5%Added
Salomon & Ludwin, LLC23$8.21K0.00%+23New
Private Wealth Management Group, LLC25$8.76K0.00%+16+177.8%Added
Fortitude Family Office, LLC26$9.11K0.00%−2−7.1%Reduced
Rise Advisors, LLC27$9.46K0.00%−1−3.6%Reduced
Farmers & Merchants Investments Inc27$9.46K0.00%00.0%Unchanged
Rakuten Securities, Inc.30$10.5K0.00%00.0%Unchanged
Harbour Investments, Inc.30$10.5K0.00%+1+3.4%Added
TD Private Client Wealth LLC30$10.5K0.00%+6+25.0%Added
ORG Partners LLC31$10.9K0.00%+12+63.2%Added
CVA Family Office, LLC31$10.9K0.00%−16−34.0%Reduced
Caitlin John, LLC32$11.3K0.01%+32New
Bell Investment Advisors, Inc33$11.6K0.00%−10−23.3%Reduced
Covestor Ltd34$12.0K0.01%−80−70.2%Reduced
Caitong International Asset Management Co., Ltd36$12.6K0.01%+7+24.1%Added
Hemington Wealth Management39$13.0K0.00%+1+2.6%Added
Investors Research Corp38$13.3K0.00%00.0%Unchanged
Binnacle Investments Inc39$13.7K0.01%+19+95.0%Added
Barrett & Company, Inc.40$14.0K0.00%00.0%Unchanged
GHP Investment Advisors, Inc.41$14.4K0.00%00.0%Unchanged
Zions Bancorporation, National Association44$15.4K0.00%+11+33.3%Added
Atlantic Union Bankshares Corp45$15.8K0.00%+45New
WealthCollab, LLC55$19.3K0.01%+24+77.4%Added
Piscataqua Savings Bank56$19.6K0.02%00.0%Unchanged
Cornerstone Planning Group LLC65$20.0K0.00%+2+3.2%Added
Caldwell Trust Co62$21.7K0.00%00.0%Unchanged
Cary Street Partner Investment Advisory LLC63$22.1K0.01%−3−4.5%Reduced
Moisand Fitzgerald Tamayo, LLC64$22.4K0.00%00.0%Unchanged
Clear Street Markets LLC71$24.9K0.01%+42+144.8%Added
Smartleaf Asset Management LLC72$24.9K0.00%+29+67.4%Added
Chesapeake Asset Management LLC76$26.6K0.02%00.0%Unchanged
Global Retirement Partners, LLC80$28.0K0.00%−14−14.9%Reduced
Heritage Wealth Advisors80$28.0K0.00%00.0%Unchanged
Toth Financial Advisory Corp80$28.0K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC80$28.0K0.00%00.0%Unchanged
DT Investment Partners, LLC82$28.7K0.00%00.0%Unchanged
Principal Securities, Inc.85$29.8K0.00%−90−51.4%Reduced