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 |
|---|---|---|---|---|---|
| Capital Performance Advisors LLP | 792 | $277.4K | 0.05% | +792 | New |
| Frank, Rimerman Advisors LLC | 785 | $274.9K | 0.02% | +785 | New |
| CIBC World Markets Inc. | 782 | $273.9K | 0.00% | −19−2.4% | Reduced |
| Erste Asset Management GmbH | 765 | $264.3K | 0.00% | −972−56.0% | Reduced |
| Lido Advisors, LLC | 750 | $262.8K | 0.00% | +157+26.5% | Added |
| Van Eck Associates Corp | 744 | $261.0K | 0.00% | +45+6.4% | Added |
| Coldstream Capital Management Inc | 735 | $257.4K | 0.00% | +67+10.0% | Added |
| Renaissance Group LLC | 729 | $255.3K | 0.01% | −1,447−66.5% | Reduced |
| Vident Advisory, LLC | 717 | $251.1K | 0.00% | −15−2.0% | Reduced |
| Quent Capital, LLC | 714 | $250.1K | 0.02% | +62+9.5% | Added |
| Prelude Capital Management, LLC | 710 | $248.7K | 0.02% | +710 | New |
| Rossby Financial, LCC | 698 | $246.8K | 0.08% | −24−3.3% | Reduced |
| Vise Technologies, Inc. | 700 | $245.3K | 0.01% | +98+16.3% | Added |
| Moors & Cabot, Inc. | 699 | $244.8K | 0.01% | +21+3.1% | Added |
| Syon Capital LLC | 691 | $242.0K | 0.01% | +691 | New |
| Riversedge Advisors, LLC | 677 | $237.1K | 0.04% | +677 | New |
| Red Door Wealth Management, LLC | 672 | $235.4K | 0.02% | +1+0.1% | Added |
| Leonteq Securities AG | 670 | $234.7K | 0.01% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 643 | $225.2K | 0.01% | −107−14.3% | Reduced |
| Personal Cfo Solutions, LLC | 633 | $221.7K | 0.04% | −57−8.3% | Reduced |
| Smithfield Trust Co | 630 | $221.0K | 0.01% | 00.0% | Unchanged |
| Tred Avon Family Wealth, LLC | 628 | $219.8K | 0.08% | +628 | New |
| Patton Fund Management, Inc. | 622 | $217.8K | 0.04% | 00.0% | Unchanged |
| Scotia Capital Inc. | 618 | $216.4K | 0.00% | −8−1.3% | Reduced |
| CWA Asset Management Group, LLC | 612 | $214.3K | 0.01% | −50−7.6% | Reduced |
| Somerset Trust Co | 602 | $210.8K | 0.07% | −204−25.3% | Reduced |
| DRW Securities, LLC | 589 | $205.8K | 0.01% | −69−10.5% | Reduced |
| Armis Advisers, LLC | 655 | $205.4K | 0.02% | +655 | New |
| Allegiance Financial Group Advisory Services LLC | 584 | $204.5K | 0.05% | +584 | New |
| Jones Financial Companies LLLP | 579 | $202.2K | 0.00% | +290+100.3% | Added |
| Darwin Advisors, LLC | 568 | $199.1K | 0.06% | +33+6.2% | Added |
| GAMMA Investing LLC | 558 | $195.4K | 0.01% | +150+36.8% | Added |
| Ronald Blue Trust, Inc. | 557 | $195.1K | 0.00% | +23+4.3% | Added |
| Bessemer Group Inc | 549 | $193.0K | 0.00% | +114+26.2% | Added |
| CX Institutional | 512 | $179.0K | 0.01% | +335+189.3% | Added |
| Webster Bank, N. A. | 500 | $175.1K | 0.02% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 496 | $173.7K | 0.00% | −580−53.9% | Reduced |
| Mather Group, LLC. | 464 | $162.4K | 0.00% | +464 | New |
| Centaurus Financial, Inc. | 462 | $162.0K | 0.01% | −94−16.9% | Reduced |
| Ostrum Asset Management | 437 | $153.1K | 0.01% | −4,631−91.4% | Reduced |
| Hantz Financial Services, Inc. | 416 | $146.0K | 0.00% | −12−2.8% | Reduced |
| Globeflex Capital L P | 402 | $140.8K | 0.02% | +402 | New |
| Ameritas Investment Partners, Inc. | 401 | $140.4K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 399 | $139.7K | 0.00% | +1+0.3% | Added |
| Ci Investments Inc. | 356 | $125.0K | 0.00% | +22+6.6% | Added |
| Versant Capital Management, Inc | 330 | $115.6K | 0.02% | −61−15.6% | Reduced |
| Ancora Advisors, LLC | 325 | $113.8K | 0.00% | −400−55.2% | Reduced |
| Grove Bank & Trust | 302 | $105.8K | 0.01% | −71−19.0% | Reduced |
| IFP Advisors, Inc | 291 | $101.9K | 0.00% | +95+48.5% | Added |
| Central Trust Co | 282 | $98.8K | 0.00% | −183−39.4% | Reduced |
| Private Trust Co NA | 261 | $91.4K | 0.01% | −32−10.9% | Reduced |
| Asset Dedication, LLC | 250 | $87.6K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 241 | $84.4K | 0.03% | +224+1,317.6% | Added |
| Transamerica Financial Advisors, Inc. | 237 | $82.9K | 0.01% | +8+3.5% | Added |
| First Financial Corp | 200 | $70.0K | 0.03% | 00.0% | Unchanged |
| Signaturefd, LLC | 188 | $65.8K | 0.00% | −35−15.7% | Reduced |
| Measured Wealth Private Client Group, LLC | 163 | $57.1K | 0.02% | +163 | New |
| Key Financial Inc | 159 | $56.2K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 153 | $53.6K | 0.04% | +2+1.3% | Added |
| Massmutual Trust Co FSB | 151 | $52.9K | 0.00% | +70+86.4% | Added |
| Walleye Capital LLC | 147 | $51.5K | 0.00% | −1,882−92.8% | Reduced |
| Brown Brothers Harriman & Co | 134 | $46.9K | 0.00% | +49+57.6% | Added |
| WPG Advisers, LLC | 126 | $44.1K | 0.03% | +1+0.8% | Added |
| Sentry Investment Management LLC | 116 | $42.0K | 0.03% | −9−7.2% | Reduced |
| Private Wealth Asset Management, LLC | 117 | $41.0K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 115 | $40.3K | 0.00% | −73−38.8% | Reduced |
| Onefund, LLC | 115 | $40.3K | 0.03% | +1+0.9% | Added |
| Parkside Financial Bank & Trust | 111 | $38.9K | 0.00% | −24−17.8% | Reduced |
| Montag A & Associates Inc | 110 | $38.5K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 107 | $37.5K | 0.00% | +48+81.4% | Added |
| Thompson Investment Management, Inc. | 104 | $36.4K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 92 | $32.2K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 92 | $32.2K | 0.00% | +12+15.0% | Added |
| TSFG, LLC | 90 | $32.0K | 0.01% | 00.0% | Unchanged |
| Eastern Bank | 90 | $31.5K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 88 | $30.8K | 0.02% | 00.0% | Unchanged |
| Principal Securities, Inc. | 85 | $29.8K | 0.00% | −90−51.4% | Reduced |
| Root Financial Partners, LLC | 85 | $29.8K | 0.00% | +85 | New |
| DT Investment Partners, LLC | 82 | $28.7K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 80 | $28.0K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 80 | $28.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 80 | $28.0K | 0.00% | −14−14.9% | Reduced |
| Heritage Wealth Advisors | 80 | $28.0K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 76 | $26.6K | 0.02% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 72 | $24.9K | 0.00% | +29+67.4% | Added |
| Clear Street Markets LLC | 71 | $24.9K | 0.01% | +42+144.8% | Added |
| Moisand Fitzgerald Tamayo, LLC | 64 | $22.4K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 63 | $22.1K | 0.01% | −3−4.5% | Reduced |
| Caldwell Trust Co | 62 | $21.7K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 65 | $20.0K | 0.00% | +2+3.2% | Added |
| Piscataqua Savings Bank | 56 | $19.6K | 0.02% | 00.0% | Unchanged |
| WealthCollab, LLC | 55 | $19.3K | 0.01% | +24+77.4% | Added |
| Atlantic Union Bankshares Corp | 45 | $15.8K | 0.00% | +45 | New |
| Zions Bancorporation, National Association | 44 | $15.4K | 0.00% | +11+33.3% | Added |
| GHP Investment Advisors, Inc. | 41 | $14.4K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 40 | $14.0K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 39 | $13.7K | 0.01% | +19+95.0% | Added |
| Investors Research Corp | 38 | $13.3K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 39 | $13.0K | 0.00% | +1+2.6% | Added |
| Caitong International Asset Management Co., Ltd | 36 | $12.6K | 0.01% | +7+24.1% | Added |