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 |
|---|---|---|---|---|---|
| Uncommon Cents Investing LLC | 3,859 | $1.35M | 0.34% | +65+1.7% | Added |
| Nordea Investment Management AB | 3,877 | $1.35M | 0.00% | +325+9.1% | Added |
| Numerai GP LLC | 3,788 | $1.33M | 0.19% | −168−4.2% | Reduced |
| Candriam Luxembourg S.C.A. | 3,751 | $1.31M | 0.01% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 3,720 | $1.30M | 0.01% | +73+2.0% | Added |
| J. Safra Sarasin Holding AG | 3,715 | $1.30M | 0.02% | +3,715 | New |
| Foster & Motley Inc | 3,536 | $1.24M | 0.07% | −295−7.7% | Reduced |
| Kestra Advisory Services, LLC | 3,533 | $1.24M | 0.01% | −1,494−29.7% | Reduced |
| Aviance Capital Partners, LLC | 3,479 | $1.22M | 0.14% | +3,479 | New |
| Brinker Capital Investments, LLC | 3,475 | $1.22M | 0.01% | −544−13.5% | Reduced |
| Delphi Management Inc | 3,465 | $1.21M | 1.13% | +8+0.2% | Added |
| Hartford Investment Management Co | 3,441 | $1.21M | 0.04% | +56+1.7% | Added |
| Poehling Capital Management, LLC | 3,434 | $1.20M | 0.25% | +120+3.6% | Added |
| Avanza Fonder AB | 3,408 | $1.19M | 0.03% | +1,272+59.6% | Added |
| D.A. Davidson & Co. | 3,407 | $1.19M | 0.01% | +57+1.7% | Added |
| Kempner Capital Management Inc. | 3,349 | $1.17M | 0.98% | −3,130−48.3% | Reduced |
| Diversified Trust Co | 3,338 | $1.17M | 0.02% | +262+8.5% | Added |
| Teachers Retirement System of the State of Kentucky | 3,298 | $1.16M | 0.01% | 00.0% | Unchanged |
| Icon Advisers Inc | 3,200 | $1.12M | 0.25% | 00.0% | Unchanged |
| Sculati Wealth Management, LLC | 3,190 | $1.12M | 0.39% | +475+17.5% | Added |
| Neuberger Berman Group LLC | 3,118 | $1.09M | 0.00% | +360+13.1% | Added |
| CSS LLC | 3,100 | $1.09M | 0.06% | +130+4.4% | Added |
| Mizuho Securities USA LLC | 3,055 | $1.04M | 0.02% | +115+3.9% | Added |
| CIBC Private Wealth Group, LLC | 2,961 | $1.04M | 0.00% | +373+14.4% | Added |
| Sanctuary Advisors, LLC | 2,934 | $1.03M | 0.01% | +307+11.7% | Added |
| HB Wealth Management, LLC | 2,834 | $992.6K | 0.01% | +1,016+55.9% | Added |
| Cookson Peirce & Co Inc | 2,795 | $978.9K | 0.04% | +282+11.2% | Added |
| LS Investment Advisors, LLC | 2,783 | $974.7K | 0.14% | −18,503−86.9% | Reduced |
| Ingalls & Snyder LLC | 2,771 | $970.0K | 0.03% | −257−8.5% | Reduced |
| KBC Group NV | 2,748 | $962.0K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 2,734 | $957.5K | 0.48% | +2,734 | New |
| La Banque Postale Asset Management SA | 2,634 | $922.5K | 0.01% | −130−4.7% | Reduced |
| SummitTX Capital, L.P. | 2,631 | $921.5K | 0.04% | +2,631 | New |
| Crossmark Global Holdings, Inc. | 2,551 | $893.4K | 0.01% | −51−2.0% | Reduced |
| Commerce Bank | 2,550 | $893.1K | 0.00% | −47−1.8% | Reduced |
| Norinchukin Bank, The | 2,468 | $864.4K | 0.01% | −10.0% | Reduced |
| MML Investors Services, LLC | 2,407 | $842.8K | 0.00% | +436+22.1% | Added |
| Sivia Capital Partners, LLC | 2,392 | $837.8K | 0.24% | +1,261+111.5% | Added |
| Sequoia Financial Advisors, LLC | 2,377 | $832.4K | 0.01% | +388+19.5% | Added |
| Croban | 2,365 | $828.2K | 0.55% | +105+4.6% | Added |
| Center For Asset Management LLC | 2,353 | $824.4K | 0.44% | +46+2.0% | Added |
| Ipswich Investment Management Co., Inc. | 2,350 | $823.0K | 0.19% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 2,322 | $811.9K | 0.01% | +51+2.2% | Added |
| Traynor Capital Management, Inc. | 2,284 | $799.8K | 0.05% | −290−11.3% | Reduced |
| Daymark Wealth Partners, LLC | 2,263 | $792.6K | 0.03% | 00.0% | Unchanged |
| Lifeworks Advisors, LLC | 2,261 | $791.8K | 0.11% | −116−4.9% | Reduced |
| Avidian Wealth Solutions, LLC | 2,229 | $780.7K | 0.03% | −5−0.2% | Reduced |
| Louisiana State Employees Retirement System | 2,200 | $770.5K | 0.01% | 00.0% | Unchanged |
| Synovus Financial Corp | 2,184 | $764.9K | 0.01% | −9−0.4% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 2,166 | $758.6K | 0.02% | −277−11.3% | Reduced |
| Westpac Banking Corp | 2,161 | $756.8K | 0.05% | +466+27.5% | Added |
| O'Shaughnessy Asset Management, LLC | 2,151 | $753.3K | 0.00% | −71−3.2% | Reduced |
| Gulf International Bank (UK) Ltd | 2,138 | $749.0K | 0.02% | −107−4.8% | Reduced |
| Citadel Investment Advisory, Inc. | 2,127 | $745.0K | 0.34% | 00.0% | Unchanged |
| Capital Insight Partners, LLC | 2,123 | $743.5K | 0.12% | −18−0.8% | Reduced |
| Independent Advisor Alliance | 2,107 | $737.8K | 0.02% | +813+62.8% | Added |
| Caerus Investment Advisors, LLC | 2,091 | $732.3K | 0.30% | +2,091 | New |
| Dakota Wealth Management | 2,088 | $731.3K | 0.01% | −20−0.9% | Reduced |
| Dana Investment Advisors, Inc. | 2,083 | $729.5K | 0.02% | 00.0% | Unchanged |
| Essential Partners LLC | 2,077 | $727.4K | 0.24% | +72+3.6% | Added |
| Vestmark Advisory Solutions, Inc. | 2,036 | $713.1K | 0.01% | +2,036 | New |
| Allspring Global Investments Holdings, LLC | 2,003 | $708.1K | 0.00% | +190+10.5% | Added |
| Old National Bancorp | 2,017 | $706.4K | 0.01% | +7+0.3% | Added |
| HighTower Advisors, LLC | 2,011 | $704.5K | 0.00% | −2−0.1% | Reduced |
| Maryland State Retirement & Pension System | 2,011 | $704.3K | 0.01% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 2,010 | $704.0K | 0.03% | +2,010 | New |
| Securian Asset Management, Inc | 1,986 | $695.6K | 0.02% | −200−9.1% | Reduced |
| EverSource Wealth Advisors, LLC | 1,970 | $690.0K | 0.03% | +1,011+105.4% | Added |
| ING Groep NV | 1,964 | $687.9K | 0.00% | −93−4.5% | Reduced |
| Ossiam | 1,954 | $684.3K | 0.01% | +1,953+195,300.0% | Added |
| Shell Asset Management Co | 1,936 | $678.0K | 0.07% | −11,179−85.2% | Reduced |
| Elevated Capital Advisors, LLC | 1,916 | $671.2K | 0.17% | −233−10.8% | Reduced |
| TFB Advisors LLC | 1,879 | $670.3K | 0.20% | −414−18.1% | Reduced |
| Legend Financial Advisors, Inc. | 1,910 | $668.9K | 0.41% | +15+0.8% | Added |
| New Mexico Educational Retirement Board | 1,900 | $665.0K | 0.02% | −100−5.0% | Reduced |
| Summit Trail Advisors, LLC | 1,898 | $664.6K | 0.01% | +1,898 | New |
| M&T Bank Corp | 1,896 | $663.9K | 0.00% | −114−5.7% | Reduced |
| Leuthold Group, LLC | 1,883 | $659.5K | 0.07% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 1,877 | $657.4K | 0.05% | +974+107.9% | Added |
| Verdence Capital Advisors LLC | 1,850 | $636.3K | 0.04% | +1+0.1% | Added |
| AXA Investment Managers S.A. | 1,777 | $622.4K | 0.00% | +1,777 | New |
| Chesley Taft & Associates LLC | 1,772 | $620.6K | 0.03% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 1,756 | $615.0K | 0.01% | +521+42.2% | Added |
| Everence Capital Management Inc | 1,734 | $607.0K | 0.04% | −726−29.5% | Reduced |
| Holocene Advisors, LP | 1,724 | $603.8K | 0.00% | −4,422−71.9% | Reduced |
| Prudential PLC | 1,718 | $601.7K | 0.00% | 00.0% | Unchanged |
| Unison Advisors LLC | 1,691 | $592.2K | 0.05% | +9+0.5% | Added |
| NEOS Investment Management LLC | 1,688 | $591.2K | 0.00% | +1,087+180.9% | Added |
| Bright Futures Wealth Management, LLC. | 1,681 | $588.6K | 0.46% | +1,681 | New |
| Waddell & Associates, LLC | 1,673 | $585.9K | 0.05% | +930+125.2% | Added |
| Clearstead Advisors, LLC | 1,649 | $577.5K | 0.01% | +799+94.0% | Added |
| Bartlett & Co. Wealth Management LLC | 1,648 | $577.2K | 0.01% | +1+0.1% | Added |
| GWM Advisors LLC | 1,624 | $568.6K | 0.00% | +613+60.6% | Added |
| State of Wyoming | 1,611 | $564.2K | 0.06% | +917+132.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 1,610 | $564.0K | 0.00% | −334−17.2% | Reduced |
| Verition Fund Management LLC | 1,599 | $560.0K | 0.00% | −6,482−80.2% | Reduced |
| Sig Brokerage, LP | 1,580 | $553.4K | 0.14% | +83+5.5% | Added |
| Curat Global, LLC | 1,554 | $543.9K | 0.51% | −30−1.9% | Reduced |
| Virtu Financial LLC | 1,551 | $543.0K | 0.03% | +1,551 | New |
| Legacy Wealth Asset Management, LLC | 1,518 | $531.6K | 0.13% | +25+1.7% | Added |