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.
| 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, Q3 2025
Shares, value and share of portfolio for each institution holding Everest Group, Ltd.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Root Financial Partners, LLC | 85 | $29.8K | 0.00% | +85 | New |
| Cromwell Holdings LLC | 88 | $30.8K | 0.02% | 00.0% | Unchanged |
| Eastern Bank | 90 | $31.5K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 90 | $32.0K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 92 | $32.2K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 92 | $32.2K | 0.00% | +12+15.0% | Added |
| Thompson Investment Management, Inc. | 104 | $36.4K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 107 | $37.5K | 0.00% | +48+81.4% | Added |
| Montag A & Associates Inc | 110 | $38.5K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 111 | $38.9K | 0.00% | −24−17.8% | Reduced |
| Bryn Mawr Trust Co | 115 | $40.3K | 0.00% | −73−38.8% | Reduced |
| Onefund, LLC | 115 | $40.3K | 0.03% | +1+0.9% | Added |
| Private Wealth Asset Management, LLC | 117 | $41.0K | 0.00% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 116 | $42.0K | 0.03% | −9−7.2% | Reduced |
| WPG Advisers, LLC | 126 | $44.1K | 0.03% | +1+0.8% | Added |
| Brown Brothers Harriman & Co | 134 | $46.9K | 0.00% | +49+57.6% | Added |
| Walleye Capital LLC | 147 | $51.5K | 0.00% | −1,882−92.8% | Reduced |
| Massmutual Trust Co FSB | 151 | $52.9K | 0.00% | +70+86.4% | Added |
| Bruce G. Allen Investments, LLC | 153 | $53.6K | 0.04% | +2+1.3% | Added |
| Key Financial Inc | 159 | $56.2K | 0.01% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 163 | $57.1K | 0.02% | +163 | New |
| Signaturefd, LLC | 188 | $65.8K | 0.00% | −35−15.7% | Reduced |
| First Financial Corp | 200 | $70.0K | 0.03% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 237 | $82.9K | 0.01% | +8+3.5% | Added |
| True Wealth Design, LLC | 241 | $84.4K | 0.03% | +224+1,317.6% | Added |
| Asset Dedication, LLC | 250 | $87.6K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 261 | $91.4K | 0.01% | −32−10.9% | Reduced |
| Central Trust Co | 282 | $98.8K | 0.00% | −183−39.4% | Reduced |
| IFP Advisors, Inc | 291 | $101.9K | 0.00% | +95+48.5% | Added |
| Grove Bank & Trust | 302 | $105.8K | 0.01% | −71−19.0% | Reduced |
| Ancora Advisors, LLC | 325 | $113.8K | 0.00% | −400−55.2% | Reduced |
| Versant Capital Management, Inc | 330 | $115.6K | 0.02% | −61−15.6% | Reduced |
| Ci Investments Inc. | 356 | $125.0K | 0.00% | +22+6.6% | Added |
| Steward Partners Investment Advisory, LLC | 399 | $139.7K | 0.00% | +1+0.3% | Added |
| Ameritas Investment Partners, Inc. | 401 | $140.4K | 0.00% | 00.0% | Unchanged |
| Globeflex Capital L P | 402 | $140.8K | 0.02% | +402 | New |
| Hantz Financial Services, Inc. | 416 | $146.0K | 0.00% | −12−2.8% | Reduced |
| Ostrum Asset Management | 437 | $153.1K | 0.01% | −4,631−91.4% | Reduced |
| Centaurus Financial, Inc. | 462 | $162.0K | 0.01% | −94−16.9% | Reduced |
| Mather Group, LLC. | 464 | $162.4K | 0.00% | +464 | New |
| Tower Research Capital LLC (TRC) | 496 | $173.7K | 0.00% | −580−53.9% | Reduced |
| Webster Bank, N. A. | 500 | $175.1K | 0.02% | 00.0% | Unchanged |
| CX Institutional | 512 | $179.0K | 0.01% | +335+189.3% | Added |
| Bessemer Group Inc | 549 | $193.0K | 0.00% | +114+26.2% | Added |
| Ronald Blue Trust, Inc. | 557 | $195.1K | 0.00% | +23+4.3% | Added |
| GAMMA Investing LLC | 558 | $195.4K | 0.01% | +150+36.8% | Added |
| Darwin Advisors, LLC | 568 | $199.1K | 0.06% | +33+6.2% | Added |
| Jones Financial Companies LLLP | 579 | $202.2K | 0.00% | +290+100.3% | Added |
| Allegiance Financial Group Advisory Services LLC | 584 | $204.5K | 0.05% | +584 | New |
| Armis Advisers, LLC | 655 | $205.4K | 0.02% | +655 | New |
| DRW Securities, LLC | 589 | $205.8K | 0.01% | −69−10.5% | Reduced |
| Somerset Trust Co | 602 | $210.8K | 0.07% | −204−25.3% | Reduced |
| CWA Asset Management Group, LLC | 612 | $214.3K | 0.01% | −50−7.6% | Reduced |
| Scotia Capital Inc. | 618 | $216.4K | 0.00% | −8−1.3% | Reduced |
| Patton Fund Management, Inc. | 622 | $217.8K | 0.04% | 00.0% | Unchanged |
| Tred Avon Family Wealth, LLC | 628 | $219.8K | 0.08% | +628 | New |
| Smithfield Trust Co | 630 | $221.0K | 0.01% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 633 | $221.7K | 0.04% | −57−8.3% | Reduced |
| Texas Yale Capital Corp. | 643 | $225.2K | 0.01% | −107−14.3% | Reduced |
| Leonteq Securities AG | 670 | $234.7K | 0.01% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 672 | $235.4K | 0.02% | +1+0.1% | Added |
| Riversedge Advisors, LLC | 677 | $237.1K | 0.04% | +677 | New |
| Syon Capital LLC | 691 | $242.0K | 0.01% | +691 | New |
| Moors & Cabot, Inc. | 699 | $244.8K | 0.01% | +21+3.1% | Added |
| Vise Technologies, Inc. | 700 | $245.3K | 0.01% | +98+16.3% | Added |
| Rossby Financial, LCC | 698 | $246.8K | 0.08% | −24−3.3% | Reduced |
| Prelude Capital Management, LLC | 710 | $248.7K | 0.02% | +710 | New |
| Quent Capital, LLC | 714 | $250.1K | 0.02% | +62+9.5% | Added |
| Vident Advisory, LLC | 717 | $251.1K | 0.00% | −15−2.0% | Reduced |
| Renaissance Group LLC | 729 | $255.3K | 0.01% | −1,447−66.5% | Reduced |
| Coldstream Capital Management Inc | 735 | $257.4K | 0.00% | +67+10.0% | Added |
| Van Eck Associates Corp | 744 | $261.0K | 0.00% | +45+6.4% | Added |
| Lido Advisors, LLC | 750 | $262.8K | 0.00% | +157+26.5% | Added |
| Erste Asset Management GmbH | 765 | $264.3K | 0.00% | −972−56.0% | Reduced |
| CIBC World Markets Inc. | 782 | $273.9K | 0.00% | −19−2.4% | Reduced |
| Frank, Rimerman Advisors LLC | 785 | $274.9K | 0.02% | +785 | New |
| Capital Performance Advisors LLP | 792 | $277.4K | 0.05% | +792 | New |
| Flagship Harbor Advisors, LLC | 801 | $280.5K | 0.01% | −39−4.6% | Reduced |
| MUFG Securities EMEA plc | 803 | $281.2K | 0.01% | +676+532.3% | Added |
| Parallel Advisors, LLC | 808 | $283.0K | 0.01% | +149+22.6% | Added |
| Sowell Financial Services LLC | 810 | $283.6K | 0.01% | −118−12.7% | Reduced |
| Horizon Advisory Services, Inc. | 818 | $286.5K | 0.15% | −13−1.6% | Reduced |
| Ascent Group, LLC | 820 | $287.2K | 0.01% | +820 | New |
| Marshall Wace, LLP | 826 | $289.3K | 0.00% | +126+18.0% | Added |
| Greenleaf Trust | 827 | $289.6K | 0.00% | −553−40.1% | Reduced |
| GenTrust, LLC | 834 | $292.1K | 0.01% | +834 | New |
| Advyzon Investment Management, LLC | 838 | $293.5K | 0.05% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 840 | $294.2K | 0.14% | −1,065−55.9% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 847 | $296.6K | 0.01% | −20−2.3% | Reduced |
| Essex Financial Services, Inc. | 854 | $299.1K | 0.02% | +854 | New |
| Allworth Financial LP | 866 | $303.2K | 0.00% | +683+373.2% | Added |
| United Capital Financial Advisers, LLC | 871 | $305.1K | 0.00% | +28+3.3% | Added |
| J. Team Financial, Inc. | 881 | $308.7K | 0.31% | +881 | New |
| Sit Investment Associates Inc | 886 | $310.0K | 0.01% | 00.0% | Unchanged |
| PEAK6 LLC | 895 | $313.5K | 0.01% | +895 | New |
| Blackhawk Capital Partners LLC. | 902 | $315.9K | 0.12% | +109+13.7% | Added |
| Fifth Third Bancorp | 929 | $325.4K | 0.00% | −94−9.2% | Reduced |
| Journey Strategic Wealth LLC | 931 | $326.1K | 0.01% | +931 | New |
| Coastal Bridge Advisors, LLC | 931 | $326.1K | 0.02% | −112−10.7% | Reduced |
| QTR Family Wealth, LLC | 931 | $326.1K | 0.15% | +931 | New |