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 |
|---|---|---|---|---|---|
| Whittier Trust Co | 0 | $0 | 0.00% | −3,245−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −2,934−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −2,900−100.0% | Sold out |
| Randolph Co Inc | 0 | $0 | 0.00% | −2,751−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −2,546−100.0% | Sold out |
| CM Management, LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Heron Bay Capital Management | 0 | $0 | 0.00% | −1,831−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −1,699−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −1,596−100.0% | Sold out |
| Wealthstar Advisors, LLC | 0 | $0 | 0.00% | −1,458−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −1,178−100.0% | Sold out |
| Impact Partnership Wealth, LLC | 0 | $0 | 0.00% | −1,159−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −1,149−100.0% | Sold out |
| Baader Bank INC | 0 | $0 | 0.00% | −1,144−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −1,143−100.0% | Sold out |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −1,060−100.0% | Sold out |
| Applied Finance Capital Management, LLC | 0 | $0 | 0.00% | −1,055−100.0% | Sold out |
| Optimize Financial Inc | 0 | $0 | 0.00% | −1,034−100.0% | Sold out |
| V-Square Quantitative Management LLC | 0 | $0 | 0.00% | −946−100.0% | Sold out |
| Pitcairn Co | 0 | $0 | 0.00% | −935−100.0% | Sold out |
| Csenge Advisory Group | 0 | $0 | 0.00% | −912−100.0% | Sold out |
| Keybank National Association | 0 | $0 | 0.00% | −889−100.0% | Sold out |
| Klingenstein Fields & Co LP | 0 | $0 | 0.00% | −850−100.0% | Sold out |
| Clarius Group, LLC | 0 | $0 | 0.00% | −849−100.0% | Sold out |
| Mma Asset Management LLC | 0 | $0 | 0.00% | −793−100.0% | Sold out |
| MBB Public Markets I LLC | 0 | $0 | 0.00% | −736−100.0% | Sold out |
| RFG Advisory, LLC | 0 | $0 | 0.00% | −727−100.0% | Sold out |
| Simplicity Wealth,LLC | 0 | $0 | 0.00% | −710−100.0% | Sold out |
| SCS Capital Management LLC | 0 | $0 | 0.00% | −649−100.0% | Sold out |
| Main Street Financial Solutions, LLC | 0 | $0 | 0.00% | −636−100.0% | Sold out |
| Howard Bailey Securities, LLC | 0 | $0 | 0.00% | −599−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −585−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −347−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −251−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −181−100.0% | Sold out |
| Skopos Labs, Inc. | 0 | $0 | 0.00% | −153−100.0% | Sold out |
| Whittier Trust Co of Nevada Inc | 0 | $0 | 0.00% | −115−100.0% | Sold out |
| Whipplewood Advisors, LLC | 0 | $0 | 0.00% | −68−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −63−100.0% | Sold out |
| Traub Capital Management LLC | 0 | $0 | 0.00% | −51−100.0% | Sold out |
| Armstrong Advisory Group, Inc | 0 | $0 | 0.00% | −37−100.0% | Sold out |
| Atwood & Palmer Inc | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Solstein Capital, LLC | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Evolution Wealth Management Inc. | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| NewSquare Capital LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Ransom Advisory, Ltd | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| CBIZ Investment Advisory Services, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Garde Capital, Inc. | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Bogart Wealth, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Stephens Consulting, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Sierra Ocean, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| WealthTrak Capital Management LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Total Investment Management Inc | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Beaird Harris Wealth Management, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Mowery & Schoenfeld Wealth Management, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Norges Bank | – | – | – | – | Not filed |
| CIBC World Markets Corp | – | – | – | – | Not filed |
| Avantax Advisory Services, Inc. | – | – | – | – | Not filed |
| Atlas Capital Advisors LLC | – | – | – | – | Not filed |
| First Horizon Advisors, Inc. | – | – | – | – | Not filed |
| Legacy Investment Solutions, LLC | – | – | – | – | Not filed |
| Parkworth Wealth Management, Inc. | – | – | – | – | Not filed |