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 |
|---|---|---|---|---|---|
| MBA Advisors LLC | 936 | $327.8K | 0.14% | −123−11.6% | Reduced |
| Callan Family Office, LLC | 937 | $328.2K | 0.01% | +15+1.6% | Added |
| Colonial Trust Co | 965 | $337.9K | 0.05% | +1+0.1% | Added |
| Checchi Capital Advisers, LLC | 972 | $340.2K | 0.02% | −179−15.6% | Reduced |
| Voleon Capital Management LP | 973 | $340.8K | 0.01% | +973 | New |
| BayBridge Capital Group, LLC | 974 | $341.0K | 0.22% | −216−18.2% | Reduced |
| Arete Wealth Advisors, LLC | 992 | $346.0K | 0.02% | −47−4.5% | Reduced |
| Blair William & Co | 994 | $348.1K | 0.00% | +994 | New |
| Catalyst Funds Management Pty Ltd | 1,000 | $350.2K | 0.05% | +1,000 | New |
| STRS Ohio | 1,004 | $351.6K | 0.00% | −6,688−86.9% | Reduced |
| Groupama Asset Managment | 1,011 | $354.1K | 0.01% | −2,462−70.9% | Reduced |
| Savant Capital, LLC | 1,017 | $356.1K | 0.00% | −106−9.4% | Reduced |
| Kera Capital Partners, Inc. | 1,028 | $360.0K | 0.05% | +1,028 | New |
| Asahi Life Asset Management Co., Ltd. | 1,030 | $360.7K | 0.20% | +1,030 | New |
| Siemens Fonds Invest GmbH | 1,033 | $361.8K | 0.02% | −10−1.0% | Reduced |
| Quantitative Investment Management, LLC | 1,035 | $362.0K | 0.05% | +1,035 | New |
| Farther Finance Advisors, LLC | 1,039 | $363.9K | 0.01% | +223+27.3% | Added |
| Savvy Advisors, Inc. | 1,045 | $366.0K | 0.02% | +1,045 | New |
| Legacy Private Trust Co. | 1,050 | $367.7K | 0.02% | +1,050 | New |
| Federation des caisses Desjardins du Quebec | 1,062 | $371.9K | 0.00% | +83+8.5% | Added |
| Chicago Partners Investment Group LLC | 1,235 | $376.6K | 0.01% | +526+74.2% | Added |
| Bank of Stockton | 1,080 | $378.2K | 0.11% | 00.0% | Unchanged |
| Nomura Holdings Inc | 1,083 | $379.3K | 0.00% | +1,083 | New |
| Fox Run Management, L.L.C. | 1,090 | $381.8K | 0.06% | −1,602−59.5% | Reduced |
| Tema ETFs LLC | 1,090 | $381.8K | 0.03% | +1,090 | New |
| ASR Vermogensbeheer N.V. | 1,091 | $382.1K | 0.00% | −13−1.2% | Reduced |
| Wellington Shields & Co., LLC | 1,100 | $385.3K | 0.10% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 1,107 | $387.7K | 0.15% | +1,107 | New |
| Squarepoint Ops LLC | 1,119 | $391.9K | 0.00% | −6,491−85.3% | Reduced |
| SageView Advisory Group, LLC | 1,124 | $393.7K | 0.01% | −4,002−78.1% | Reduced |
| Lecap Asset Management Ltd | 1,127 | $394.7K | 0.14% | −2,601−69.8% | Reduced |
| MUFG Securities Americas Inc. | 1,131 | $396.1K | 0.03% | +188+19.9% | Added |
| E&G Advisors, LP | 1,130 | $396.5K | 0.09% | 00.0% | Unchanged |
| Horizon Investments, LLC | 1,137 | $398.2K | 0.01% | −784−40.8% | Reduced |
| Toroso Investments, LLC | 1,149 | $402.4K | 0.00% | −587−33.8% | Reduced |
| Pensionmark Financial Group, LLC | 1,161 | $406.8K | 0.01% | −8−0.7% | Reduced |
| Huntington National Bank | 1,188 | $416.1K | 0.00% | +119+11.1% | Added |
| Quadrant Capital Group LLC | 1,192 | $417.5K | 0.01% | +190+19.0% | Added |
| Mount Yale Investment Advisors, LLC | 1,192 | $417.5K | 0.03% | −10,862−90.1% | Reduced |
| Baird Financial Group, Inc. | 1,198 | $419.6K | 0.00% | −57−4.5% | Reduced |
| Requisite Capital Management, LLC | 1,199 | $419.9K | 0.07% | +1,199 | New |
| Kaufman Rossin Wealth, LLC | 1,199 | $419.9K | 0.23% | +1,199 | New |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 1,200 | $420.3K | 0.02% | +1,200 | New |
| Engineers Gate Manager LP | 1,202 | $421.0K | 0.00% | −34,366−96.6% | Reduced |
| Forum Financial Management, LP | 1,226 | $429.4K | 0.01% | −155−11.2% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 1,229 | $430.1K | 0.00% | +322+35.5% | Added |
| Trail Ridge Investment Advisors, LLC | 1,236 | $432.9K | 0.19% | +40+3.3% | Added |
| National Wealth Management Group, LLC | 1,253 | $438.8K | 0.17% | +1,253 | New |
| Vontobel Holding Ltd. | 1,255 | $439.5K | 0.00% | +75+6.4% | Added |
| MeadowBrook Investment Advisors LLC | 1,266 | $443.4K | 0.38% | −5−0.4% | Reduced |
| Allstate Corp | 1,280 | $448.3K | 0.01% | +1,280 | New |
| Board of the Pension Protection Fund | 1,300 | $455.3K | 0.45% | +1,200+1,200.0% | Added |
| Rowland & Co Investment Counsel | 1,315 | $460.6K | 0.09% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 1,331 | $466.2K | 0.02% | 00.0% | Unchanged |
| Argent Trust Co | 1,339 | $469.0K | 0.02% | −136−9.2% | Reduced |
| Atria Investments LLC | 1,343 | $470.4K | 0.01% | +27+2.1% | Added |
| Rothschild Investment LLC | 1,372 | $480.5K | 0.03% | +1,356+8,475.0% | Added |
| Hancock Whitney Corp | 1,379 | $483.0K | 0.01% | −302−18.0% | Reduced |
| AdvisorShares Investments LLC | 1,383 | $484.4K | 0.08% | +1,383 | New |
| Full Sail Capital, LLC | 1,392 | $487.5K | 0.03% | +1,392 | New |
| Jackson Thornton Asset Management, LLC | 1,365 | $491.4K | 0.05% | +1,365 | New |
| QRG Capital Management, Inc. | 1,410 | $493.9K | 0.01% | −9,063−86.5% | Reduced |
| NorthRock Partners, LLC | 1,427 | $499.8K | 0.01% | +698+95.7% | Added |
| Metis Global Partners, LLC | 1,433 | $501.9K | 0.01% | −102−6.6% | Reduced |
| Capstone Investment Advisors, LLC | 1,435 | $502.6K | 0.00% | +1,435 | New |
| Greenwood Capital Associates LLC | 1,441 | $504.7K | 0.06% | −78−5.1% | Reduced |
| Evoke Wealth, LLC | 1,444 | $505.9K | 0.01% | +565+64.3% | Added |
| Advisory Services Network, LLC | 1,447 | $506.8K | 0.01% | +1,447 | New |
| Park Avenue Securities LLC | 1,448 | $507.0K | 0.00% | −215−12.9% | Reduced |
| Parcion Private Wealth LLC | 1,448 | $507.1K | 0.03% | +1,448 | New |
| Rockefeller Capital Management L.P. | 1,462 | $512.4K | 0.00% | +1,462 | New |
| Wealthfront Advisers LLC | 1,466 | $513.4K | 0.00% | +40+2.8% | Added |
| Assenagon Asset Management S.A. | 1,467 | $513.8K | 0.00% | +268+22.4% | Added |
| Qsemble Capital Management, LP | 1,473 | $515.9K | 0.05% | −481−24.6% | Reduced |
| PAX Financial Group, LLC | 1,482 | $518.9K | 0.09% | −263−15.1% | Reduced |
| Aull & Monroe Investment Management Corp | 1,500 | $525.3K | 0.27% | 00.0% | Unchanged |
| waypoint wealth counsel | 1,515 | $530.6K | 0.21% | +1,515 | New |
| Legacy Wealth Asset Management, LLC | 1,518 | $531.6K | 0.13% | +25+1.7% | Added |
| Virtu Financial LLC | 1,551 | $543.0K | 0.03% | +1,551 | New |
| Curat Global, LLC | 1,554 | $543.9K | 0.51% | −30−1.9% | Reduced |
| Sig Brokerage, LP | 1,580 | $553.4K | 0.14% | +83+5.5% | Added |
| Verition Fund Management LLC | 1,599 | $560.0K | 0.00% | −6,482−80.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 1,610 | $564.0K | 0.00% | −334−17.2% | Reduced |
| State of Wyoming | 1,611 | $564.2K | 0.06% | +917+132.1% | Added |
| GWM Advisors LLC | 1,624 | $568.6K | 0.00% | +613+60.6% | Added |
| Bartlett & Co. Wealth Management LLC | 1,648 | $577.2K | 0.01% | +1+0.1% | Added |
| Clearstead Advisors, LLC | 1,649 | $577.5K | 0.01% | +799+94.0% | Added |
| Waddell & Associates, LLC | 1,673 | $585.9K | 0.05% | +930+125.2% | Added |
| Bright Futures Wealth Management, LLC. | 1,681 | $588.6K | 0.46% | +1,681 | New |
| NEOS Investment Management LLC | 1,688 | $591.2K | 0.00% | +1,087+180.9% | Added |
| Unison Advisors LLC | 1,691 | $592.2K | 0.05% | +9+0.5% | Added |
| Prudential PLC | 1,718 | $601.7K | 0.00% | 00.0% | Unchanged |
| Holocene Advisors, LP | 1,724 | $603.8K | 0.00% | −4,422−71.9% | Reduced |
| Everence Capital Management Inc | 1,734 | $607.0K | 0.04% | −726−29.5% | Reduced |
| Perigon Wealth Management, LLC | 1,756 | $615.0K | 0.01% | +521+42.2% | Added |
| Chesley Taft & Associates LLC | 1,772 | $620.6K | 0.03% | 00.0% | Unchanged |
| AXA Investment Managers S.A. | 1,777 | $622.4K | 0.00% | +1,777 | New |
| Verdence Capital Advisors LLC | 1,850 | $636.3K | 0.04% | +1+0.1% | Added |
| Transcend Wealth Collective, LLC | 1,877 | $657.4K | 0.05% | +974+107.9% | Added |
| Leuthold Group, LLC | 1,883 | $659.5K | 0.07% | 00.0% | Unchanged |