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 |
|---|---|---|---|---|---|
| M&T Bank Corp | 1,896 | $663.9K | 0.00% | −114−5.7% | Reduced |
| Summit Trail Advisors, LLC | 1,898 | $664.6K | 0.01% | +1,898 | New |
| New Mexico Educational Retirement Board | 1,900 | $665.0K | 0.02% | −100−5.0% | Reduced |
| Legend Financial Advisors, Inc. | 1,910 | $668.9K | 0.41% | +15+0.8% | Added |
| TFB Advisors LLC | 1,879 | $670.3K | 0.20% | −414−18.1% | Reduced |
| Elevated Capital Advisors, LLC | 1,916 | $671.2K | 0.17% | −233−10.8% | Reduced |
| Shell Asset Management Co | 1,936 | $678.0K | 0.07% | −11,179−85.2% | Reduced |
| Ossiam | 1,954 | $684.3K | 0.01% | +1,953+195,300.0% | Added |
| ING Groep NV | 1,964 | $687.9K | 0.00% | −93−4.5% | Reduced |
| EverSource Wealth Advisors, LLC | 1,970 | $690.0K | 0.03% | +1,011+105.4% | Added |
| Securian Asset Management, Inc | 1,986 | $695.6K | 0.02% | −200−9.1% | Reduced |
| Dark Forest Capital Management LP | 2,010 | $704.0K | 0.03% | +2,010 | New |
| Maryland State Retirement & Pension System | 2,011 | $704.3K | 0.01% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 2,011 | $704.5K | 0.00% | −2−0.1% | Reduced |
| Old National Bancorp | 2,017 | $706.4K | 0.01% | +7+0.3% | Added |
| Allspring Global Investments Holdings, LLC | 2,003 | $708.1K | 0.00% | +190+10.5% | Added |
| Vestmark Advisory Solutions, Inc. | 2,036 | $713.1K | 0.01% | +2,036 | New |
| Essential Partners LLC | 2,077 | $727.4K | 0.24% | +72+3.6% | Added |
| Dana Investment Advisors, Inc. | 2,083 | $729.5K | 0.02% | 00.0% | Unchanged |
| Dakota Wealth Management | 2,088 | $731.3K | 0.01% | −20−0.9% | Reduced |
| Caerus Investment Advisors, LLC | 2,091 | $732.3K | 0.30% | +2,091 | New |
| Independent Advisor Alliance | 2,107 | $737.8K | 0.02% | +813+62.8% | Added |
| Capital Insight Partners, LLC | 2,123 | $743.5K | 0.12% | −18−0.8% | Reduced |
| Citadel Investment Advisory, Inc. | 2,127 | $745.0K | 0.34% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 2,138 | $749.0K | 0.02% | −107−4.8% | Reduced |
| O'Shaughnessy Asset Management, LLC | 2,151 | $753.3K | 0.00% | −71−3.2% | Reduced |
| Westpac Banking Corp | 2,161 | $756.8K | 0.05% | +466+27.5% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 2,166 | $758.6K | 0.02% | −277−11.3% | Reduced |
| Synovus Financial Corp | 2,184 | $764.9K | 0.01% | −9−0.4% | Reduced |
| Louisiana State Employees Retirement System | 2,200 | $770.5K | 0.01% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 2,229 | $780.7K | 0.03% | −5−0.2% | Reduced |
| Lifeworks Advisors, LLC | 2,261 | $791.8K | 0.11% | −116−4.9% | Reduced |
| Daymark Wealth Partners, LLC | 2,263 | $792.6K | 0.03% | 00.0% | Unchanged |
| Traynor Capital Management, Inc. | 2,284 | $799.8K | 0.05% | −290−11.3% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 2,322 | $811.9K | 0.01% | +51+2.2% | Added |
| Ipswich Investment Management Co., Inc. | 2,350 | $823.0K | 0.19% | 00.0% | Unchanged |
| Center For Asset Management LLC | 2,353 | $824.4K | 0.44% | +46+2.0% | Added |
| Croban | 2,365 | $828.2K | 0.55% | +105+4.6% | Added |
| Sequoia Financial Advisors, LLC | 2,377 | $832.4K | 0.01% | +388+19.5% | Added |
| Sivia Capital Partners, LLC | 2,392 | $837.8K | 0.24% | +1,261+111.5% | Added |
| MML Investors Services, LLC | 2,407 | $842.8K | 0.00% | +436+22.1% | Added |
| Norinchukin Bank, The | 2,468 | $864.4K | 0.01% | −10.0% | Reduced |
| Commerce Bank | 2,550 | $893.1K | 0.00% | −47−1.8% | Reduced |
| Crossmark Global Holdings, Inc. | 2,551 | $893.4K | 0.01% | −51−2.0% | Reduced |
| SummitTX Capital, L.P. | 2,631 | $921.5K | 0.04% | +2,631 | New |
| La Banque Postale Asset Management SA | 2,634 | $922.5K | 0.01% | −130−4.7% | Reduced |
| Aster Capital Management (DIFC) Ltd | 2,734 | $957.5K | 0.48% | +2,734 | New |
| KBC Group NV | 2,748 | $962.0K | 0.00% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 2,771 | $970.0K | 0.03% | −257−8.5% | Reduced |
| LS Investment Advisors, LLC | 2,783 | $974.7K | 0.14% | −18,503−86.9% | Reduced |
| Cookson Peirce & Co Inc | 2,795 | $978.9K | 0.04% | +282+11.2% | Added |
| HB Wealth Management, LLC | 2,834 | $992.6K | 0.01% | +1,016+55.9% | Added |
| Sanctuary Advisors, LLC | 2,934 | $1.03M | 0.01% | +307+11.7% | Added |
| CIBC Private Wealth Group, LLC | 2,961 | $1.04M | 0.00% | +373+14.4% | Added |
| Mizuho Securities USA LLC | 3,055 | $1.04M | 0.02% | +115+3.9% | Added |
| CSS LLC | 3,100 | $1.09M | 0.06% | +130+4.4% | Added |
| Neuberger Berman Group LLC | 3,118 | $1.09M | 0.00% | +360+13.1% | Added |
| Sculati Wealth Management, LLC | 3,190 | $1.12M | 0.39% | +475+17.5% | Added |
| Icon Advisers Inc | 3,200 | $1.12M | 0.25% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 3,298 | $1.16M | 0.01% | 00.0% | Unchanged |
| Diversified Trust Co | 3,338 | $1.17M | 0.02% | +262+8.5% | Added |
| Kempner Capital Management Inc. | 3,349 | $1.17M | 0.98% | −3,130−48.3% | Reduced |
| D.A. Davidson & Co. | 3,407 | $1.19M | 0.01% | +57+1.7% | Added |
| Avanza Fonder AB | 3,408 | $1.19M | 0.03% | +1,272+59.6% | Added |
| Poehling Capital Management, LLC | 3,434 | $1.20M | 0.25% | +120+3.6% | Added |
| Hartford Investment Management Co | 3,441 | $1.21M | 0.04% | +56+1.7% | Added |
| Delphi Management Inc | 3,465 | $1.21M | 1.13% | +8+0.2% | Added |
| Brinker Capital Investments, LLC | 3,475 | $1.22M | 0.01% | −544−13.5% | Reduced |
| Aviance Capital Partners, LLC | 3,479 | $1.22M | 0.14% | +3,479 | New |
| Kestra Advisory Services, LLC | 3,533 | $1.24M | 0.01% | −1,494−29.7% | Reduced |
| Foster & Motley Inc | 3,536 | $1.24M | 0.07% | −295−7.7% | Reduced |
| J. Safra Sarasin Holding AG | 3,715 | $1.30M | 0.02% | +3,715 | New |
| Exchange Traded Concepts, LLC | 3,720 | $1.30M | 0.01% | +73+2.0% | Added |
| Candriam Luxembourg S.C.A. | 3,751 | $1.31M | 0.01% | 00.0% | Unchanged |
| Numerai GP LLC | 3,788 | $1.33M | 0.19% | −168−4.2% | Reduced |
| Nordea Investment Management AB | 3,877 | $1.35M | 0.00% | +325+9.1% | Added |
| Uncommon Cents Investing LLC | 3,859 | $1.35M | 0.34% | +65+1.7% | Added |
| Quinn Opportunity Partners LLC | 3,872 | $1.36M | 0.10% | 00.0% | Unchanged |
| Twin Capital Management Inc | 3,925 | $1.37M | 0.17% | −4,593−53.9% | Reduced |
| Shay Capital LLC | 4,000 | $1.40M | 0.25% | +4,000 | New |
| Handelsbanken Fonder AB | 4,079 | $1.43M | 0.00% | +1,211+42.2% | Added |
| Public Employees Retirement Association of Colorado | 4,099 | $1.44M | 0.01% | 00.0% | Unchanged |
| Credit Agricole S A | 4,138 | $1.45M | 0.00% | +4,138 | New |
| Krilogy Financial LLC | 4,527 | $1.46M | 0.05% | +4,527 | New |
| Northwestern Mutual Wealth Management Co | 4,180 | $1.46M | 0.00% | −1,953−31.8% | Reduced |
| First Manhattan Co | 4,200 | $1.47M | 0.00% | 00.0% | Unchanged |
| Strategic Global Advisors, LLC | 4,210 | $1.47M | 0.22% | +4,210 | New |
| Robertson Stephens Wealth Management, LLC | 4,289 | $1.50M | 0.05% | −50−1.2% | Reduced |
| 1832 Asset Management L.P. | 4,370 | $1.53M | 0.00% | −467−9.7% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 4,373 | $1.53M | 0.00% | −347−7.4% | Reduced |
| Lowe Brockenbrough & Co Inc | 4,469 | $1.57M | 0.08% | −34−0.8% | Reduced |
| Sepio Capital, LP | 4,525 | $1.58M | 0.09% | +4,525 | New |
| Mutual of America Capital Management LLC | 4,546 | $1.59M | 0.02% | −332−6.8% | Reduced |
| Meridian Investment Counsel Inc. | 4,570 | $1.60M | 0.40% | +4,570 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 4,638 | $1.62M | 0.01% | −51−1.1% | Reduced |
| Jump Financial, LLC | 4,699 | $1.65M | 0.02% | +257+5.8% | Added |
| Pacer Advisors, Inc. | 4,750 | $1.66M | 0.00% | +1,255+35.9% | Added |
| Oregon Public Employees Retirement Fund | 4,768 | $1.67M | 0.02% | +1,081+29.3% | Added |
| Worldquant Millennium Advisors LLC | 4,885 | $1.71M | 0.01% | −1,834−27.3% | Reduced |
| SG Americas Securities, LLC | 4,885 | $1.71M | 0.01% | −2,552−34.3% | Reduced |