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 |
|---|---|---|---|---|---|
| waypoint wealth counsel | 1,515 | $530.6K | 0.21% | +1,515 | New |
| Aull & Monroe Investment Management Corp | 1,500 | $525.3K | 0.27% | 00.0% | Unchanged |
| PAX Financial Group, LLC | 1,482 | $518.9K | 0.09% | −263−15.1% | Reduced |
| Qsemble Capital Management, LP | 1,473 | $515.9K | 0.05% | −481−24.6% | Reduced |
| Assenagon Asset Management S.A. | 1,467 | $513.8K | 0.00% | +268+22.4% | Added |
| Wealthfront Advisers LLC | 1,466 | $513.4K | 0.00% | +40+2.8% | Added |
| Rockefeller Capital Management L.P. | 1,462 | $512.4K | 0.00% | +1,462 | New |
| Parcion Private Wealth LLC | 1,448 | $507.1K | 0.03% | +1,448 | New |
| Park Avenue Securities LLC | 1,448 | $507.0K | 0.00% | −215−12.9% | Reduced |
| Advisory Services Network, LLC | 1,447 | $506.8K | 0.01% | +1,447 | New |
| Evoke Wealth, LLC | 1,444 | $505.9K | 0.01% | +565+64.3% | Added |
| Greenwood Capital Associates LLC | 1,441 | $504.7K | 0.06% | −78−5.1% | Reduced |
| Capstone Investment Advisors, LLC | 1,435 | $502.6K | 0.00% | +1,435 | New |
| Metis Global Partners, LLC | 1,433 | $501.9K | 0.01% | −102−6.6% | Reduced |
| NorthRock Partners, LLC | 1,427 | $499.8K | 0.01% | +698+95.7% | Added |
| QRG Capital Management, Inc. | 1,410 | $493.9K | 0.01% | −9,063−86.5% | Reduced |
| Jackson Thornton Asset Management, LLC | 1,365 | $491.4K | 0.05% | +1,365 | New |
| Full Sail Capital, LLC | 1,392 | $487.5K | 0.03% | +1,392 | New |
| AdvisorShares Investments LLC | 1,383 | $484.4K | 0.08% | +1,383 | New |
| Hancock Whitney Corp | 1,379 | $483.0K | 0.01% | −302−18.0% | Reduced |
| Rothschild Investment LLC | 1,372 | $480.5K | 0.03% | +1,356+8,475.0% | Added |
| Atria Investments LLC | 1,343 | $470.4K | 0.01% | +27+2.1% | Added |
| Argent Trust Co | 1,339 | $469.0K | 0.02% | −136−9.2% | Reduced |
| Tokio Marine Asset Management Co Ltd | 1,331 | $466.2K | 0.02% | 00.0% | Unchanged |
| Rowland & Co Investment Counsel | 1,315 | $460.6K | 0.09% | 00.0% | Unchanged |
| Board of the Pension Protection Fund | 1,300 | $455.3K | 0.45% | +1,200+1,200.0% | Added |
| Allstate Corp | 1,280 | $448.3K | 0.01% | +1,280 | New |
| MeadowBrook Investment Advisors LLC | 1,266 | $443.4K | 0.38% | −5−0.4% | Reduced |
| Vontobel Holding Ltd. | 1,255 | $439.5K | 0.00% | +75+6.4% | Added |
| National Wealth Management Group, LLC | 1,253 | $438.8K | 0.17% | +1,253 | New |
| Trail Ridge Investment Advisors, LLC | 1,236 | $432.9K | 0.19% | +40+3.3% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 1,229 | $430.1K | 0.00% | +322+35.5% | Added |
| Forum Financial Management, LP | 1,226 | $429.4K | 0.01% | −155−11.2% | Reduced |
| Engineers Gate Manager LP | 1,202 | $421.0K | 0.00% | −34,366−96.6% | Reduced |
| 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 |
| 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 |
| Baird Financial Group, Inc. | 1,198 | $419.6K | 0.00% | −57−4.5% | Reduced |
| Mount Yale Investment Advisors, LLC | 1,192 | $417.5K | 0.03% | −10,862−90.1% | Reduced |
| Quadrant Capital Group LLC | 1,192 | $417.5K | 0.01% | +190+19.0% | Added |
| Huntington National Bank | 1,188 | $416.1K | 0.00% | +119+11.1% | Added |
| Pensionmark Financial Group, LLC | 1,161 | $406.8K | 0.01% | −8−0.7% | Reduced |
| Toroso Investments, LLC | 1,149 | $402.4K | 0.00% | −587−33.8% | Reduced |
| Horizon Investments, LLC | 1,137 | $398.2K | 0.01% | −784−40.8% | Reduced |
| E&G Advisors, LP | 1,130 | $396.5K | 0.09% | 00.0% | Unchanged |
| MUFG Securities Americas Inc. | 1,131 | $396.1K | 0.03% | +188+19.9% | Added |
| Lecap Asset Management Ltd | 1,127 | $394.7K | 0.14% | −2,601−69.8% | Reduced |
| SageView Advisory Group, LLC | 1,124 | $393.7K | 0.01% | −4,002−78.1% | Reduced |
| Squarepoint Ops LLC | 1,119 | $391.9K | 0.00% | −6,491−85.3% | Reduced |
| EntryPoint Capital, LLC | 1,107 | $387.7K | 0.15% | +1,107 | New |
| Wellington Shields & Co., LLC | 1,100 | $385.3K | 0.10% | 00.0% | Unchanged |
| ASR Vermogensbeheer N.V. | 1,091 | $382.1K | 0.00% | −13−1.2% | Reduced |
| 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 |
| Nomura Holdings Inc | 1,083 | $379.3K | 0.00% | +1,083 | New |
| Bank of Stockton | 1,080 | $378.2K | 0.11% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 1,235 | $376.6K | 0.01% | +526+74.2% | Added |
| Federation des caisses Desjardins du Quebec | 1,062 | $371.9K | 0.00% | +83+8.5% | Added |
| Legacy Private Trust Co. | 1,050 | $367.7K | 0.02% | +1,050 | New |
| Savvy Advisors, Inc. | 1,045 | $366.0K | 0.02% | +1,045 | New |
| Farther Finance Advisors, LLC | 1,039 | $363.9K | 0.01% | +223+27.3% | Added |
| Quantitative Investment Management, LLC | 1,035 | $362.0K | 0.05% | +1,035 | New |
| Siemens Fonds Invest GmbH | 1,033 | $361.8K | 0.02% | −10−1.0% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 1,030 | $360.7K | 0.20% | +1,030 | New |
| Kera Capital Partners, Inc. | 1,028 | $360.0K | 0.05% | +1,028 | New |
| Savant Capital, LLC | 1,017 | $356.1K | 0.00% | −106−9.4% | Reduced |
| Groupama Asset Managment | 1,011 | $354.1K | 0.01% | −2,462−70.9% | Reduced |
| STRS Ohio | 1,004 | $351.6K | 0.00% | −6,688−86.9% | Reduced |
| Catalyst Funds Management Pty Ltd | 1,000 | $350.2K | 0.05% | +1,000 | New |
| Blair William & Co | 994 | $348.1K | 0.00% | +994 | New |
| Arete Wealth Advisors, LLC | 992 | $346.0K | 0.02% | −47−4.5% | Reduced |
| BayBridge Capital Group, LLC | 974 | $341.0K | 0.22% | −216−18.2% | Reduced |
| Voleon Capital Management LP | 973 | $340.8K | 0.01% | +973 | New |
| Checchi Capital Advisers, LLC | 972 | $340.2K | 0.02% | −179−15.6% | Reduced |
| Colonial Trust Co | 965 | $337.9K | 0.05% | +1+0.1% | Added |
| Callan Family Office, LLC | 937 | $328.2K | 0.01% | +15+1.6% | Added |
| MBA Advisors LLC | 936 | $327.8K | 0.14% | −123−11.6% | Reduced |
| QTR Family Wealth, LLC | 931 | $326.1K | 0.15% | +931 | New |
| Coastal Bridge Advisors, LLC | 931 | $326.1K | 0.02% | −112−10.7% | Reduced |
| Journey Strategic Wealth LLC | 931 | $326.1K | 0.01% | +931 | New |
| Fifth Third Bancorp | 929 | $325.4K | 0.00% | −94−9.2% | Reduced |
| Blackhawk Capital Partners LLC. | 902 | $315.9K | 0.12% | +109+13.7% | Added |
| PEAK6 LLC | 895 | $313.5K | 0.01% | +895 | New |
| Sit Investment Associates Inc | 886 | $310.0K | 0.01% | 00.0% | Unchanged |
| J. Team Financial, Inc. | 881 | $308.7K | 0.31% | +881 | New |
| United Capital Financial Advisers, LLC | 871 | $305.1K | 0.00% | +28+3.3% | Added |
| Allworth Financial LP | 866 | $303.2K | 0.00% | +683+373.2% | Added |
| Essex Financial Services, Inc. | 854 | $299.1K | 0.02% | +854 | New |
| Meiji Yasuda Asset Management Co Ltd. | 847 | $296.6K | 0.01% | −20−2.3% | Reduced |
| Bayforest Capital Ltd | 840 | $294.2K | 0.14% | −1,065−55.9% | Reduced |
| Advyzon Investment Management, LLC | 838 | $293.5K | 0.05% | 00.0% | Unchanged |
| GenTrust, LLC | 834 | $292.1K | 0.01% | +834 | New |
| Greenleaf Trust | 827 | $289.6K | 0.00% | −553−40.1% | Reduced |
| Marshall Wace, LLP | 826 | $289.3K | 0.00% | +126+18.0% | Added |
| Ascent Group, LLC | 820 | $287.2K | 0.01% | +820 | New |
| Horizon Advisory Services, Inc. | 818 | $286.5K | 0.15% | −13−1.6% | Reduced |
| Sowell Financial Services LLC | 810 | $283.6K | 0.01% | −118−12.7% | Reduced |
| Parallel Advisors, LLC | 808 | $283.0K | 0.01% | +149+22.6% | Added |
| MUFG Securities EMEA plc | 803 | $281.2K | 0.01% | +676+532.3% | Added |
| Flagship Harbor Advisors, LLC | 801 | $280.5K | 0.01% | −39−4.6% | Reduced |