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Livermore
Livermore
ZHEN

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.

Q4 2025 vs. Q3 2025

How the institutions holding Everest Group, Ltd. changed between Q3 2025 and Q4 2025.

All holders in Q4 2025All holders in Q3 2025

13F holders of EG: Q3 2025 compared with Q4 2025
MeasureQ3 2025Of which not filed for Q4 2025Q4 2025Change
Holders67710685+18
Shares38.5M98.5K39.4M+931.4K (+2.4%)
Value$13.5B$34.5M$13.4B−$94.4M (−0.7%)

10 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (97)

Institutions that held Everest Group, Ltd. at the end of Q4 2025 but not at the end of Q3 2025.

Institutions new to EG in Q4 2025
InstitutionSharesValue% of portfolio
Norges Bank1,857,307$630.3M0.07%
Point72 Asset Management, L.P.92,830$31.5M0.05%
Algebris (UK) Ltd69,099$23.5M1.86%
Fideuram - Intesa Sanpaolo Private Banking S.P.A.43,556$14.8M0.53%
Quantbot Technologies LP33,202$11.3M0.37%
Glenmede Trust Co NA25,273$8.58M0.04%
XTX Topco Ltd24,075$8.17M0.21%
Susquehanna Fundamental Investments, LLC23,475$7.97M0.27%
Capitolis Liquid Global Markets LLC15,000$5.09M0.03%
Freestone Grove Partners LP12,294$4.17M0.03%
Weiss Asset Management LP11,220$3.81M0.05%
Gator Capital Management, LLC9,581$3.25M0.67%
CIBC World Markets Corp5,838$1.98M0.01%
Two Sigma Securities, LLC4,560$1.55M0.21%
Alberta Investment Management Corp4,400$1.49M0.01%
Winton Group Ltd3,870$1.31M0.05%
Reflection Asset Management3,561$1.21M0.86%
Gateway Investment Advisers LLC3,525$1.20M0.01%
Entropy Technologies, LP3,281$1.11M0.06%
Impact Partnership Wealth, LLC3,229$1.10M0.14%
Nomura Asset Management International Inc.3,200$1.09M0.00%
Sompo Asset Management Co., Ltd.3,177$1.08M0.18%
Fideuram Asset Management (Ireland) dac3,064$1.00M0.08%
Connor, Clark & Lunn Investment Management Ltd.2,668$905.4K0.00%
Pinnacle Financial Partners, Inc.2,595$880.6K0.01%
Sacks & Associates, LLC2,266$769.0K0.56%
Polymer Capital Management (US) LLC2,182$740.5K0.10%
Aigen Investment Management, LP2,153$730.6K0.17%
Ameritas Advisory Services, LLC2,117$718.4K0.03%
Point Nemo Capital, LLC2,049$695.3K0.69%
J.M. Arbour, LLC1,935$656.7K0.66%
RMB Capital Management, LLC1,811$614.6K0.01%
Osmosis Investment Management UK Ltd1,669$566.4K0.01%
Baader Bank INC1,596$541.3K0.05%
Benjamin Edwards Inc1,593$540.5K0.01%
Abn Amro Investment Solutions1,500$509.0K0.01%
Henshaw Capital LLC1,468$498.2K0.02%
North Dakota State Investment Board1,445$490.4K0.02%
Gsa Capital Partners LLP1,400$475.0K0.04%
SG Trading Solutions, LLC1,305$443.0K0.10%
Walleye Trading LLC1,154$391.6K0.01%
Meeder Advisory Services, Inc.1,120$380.1K0.02%
AlphaGrep UK Ltd1,078$365.8K0.12%
Worthington Financial Partners, LLC1,036$351.6K0.31%
Evolve Private Wealth, LLC1,014$344.1K0.02%
Stoneridge Investment Partners LLC978$332.0K0.23%
Retirement Planning Co of New England, Inc.947$321.5K0.13%
RSM US Wealth Management LLC930$317.4K0.00%
V-Square Quantitative Management LLC931$315.9K0.03%
Laird Norton Trust Company, LLC924$313.6K0.01%
Atlas Capital Advisors LLC916$310.8K0.03%
Algert Global LLC910$308.8K0.00%
Simplex Trading, LLC757$256.9K0.01%
Cambient Family Office, LLC742$251.8K0.04%
NewEdge Wealth, LLC711$241.1K0.00%
Keebeck Alpha, LP678$230.1K0.61%
Strategic Family Wealth Counselors, L.L.C.717$229.4K0.05%
TCW Group Inc670$227.4K0.00%
Canvas Wealth Advisors, LLC663$225.0K0.04%
Beese Fulmer Investment Management, Inc.644$218.5K0.01%
Segment Wealth Management, LLC640$217.2K0.01%
GTS Securities LLC623$211.4K0.01%
Axxcess Wealth Management, LLC618$209.6K0.00%
R Squared Ltd611$207.3K0.10%
Cullen/Frost Bankers, Inc.110$37.3K0.00%
Raiffeisen Bank International AG100$34.1K0.00%
Activest Wealth Management99$33.6K0.01%
Pinnacle Wealth Planning Services, Inc.65$22.1K0.00%
Optiver Holding B.V.61$20.7K0.00%
DV Equities, LLC58$19.7K0.00%
LRI Investments, LLC39$13.2K0.00%
Laurel Wealth Advisors LLC29$9.84K0.00%
Keating Financial Advisory Services, Inc.27$9.16K0.00%
Cape Investment Advisory, Inc.18$6.11K0.00%
SHP Wealth Management16$5.54K0.00%
Mowery & Schoenfeld Wealth Management, LLC15$5.09K0.01%
Elyxium Wealth, LLC15$4.96K0.00%
Harbor Investment Advisory, LLC13$4.41K0.00%
Torren Management, LLC12$4.13K0.00%
Ares Financial Consulting, LLC10$3.39K0.00%
North Star Investment Management Corp.8$2.71K0.00%
CWM Advisors, LLC8$2.55K0.00%
Marquette Asset Management, LLC7$2.38K0.00%
Tucker Asset Management LLC6$2.04K0.00%
Hazlett, Burt & Watson, Inc.6$2.00K0.00%
Clayton Financial Group LLC5$1.70K0.00%
Westside Investment Management, Inc.3$1.02K0.00%
Bogart Wealth, LLC2$6790.00%
Evolution Wealth Management Inc.2$6790.00%
Whipplewood Advisors, LLC2$6790.00%
Basecamp Wealth Advisors LLC2$6790.00%
1015 Capital Partners, LLC2$6790.00%
Westfuller Advisors, LLC1$3410.00%
Prosperity Bancshares Inc1$3390.00%
Truvestments Capital LLC1$3390.00%
CoreCap Advisors, LLC1$3390.00%
Aventura Private Wealth, LLC1$3390.00%

Sold out (79)

Institutions that held Everest Group, Ltd. at the end of Q3 2025 and filed for Q4 2025 without it.

Institutions that sold out of EG in Q4 2025
InstitutionShares, Q3 2025Value, Q3 2025
Champlain Investment Partners, LLC384,141$134.5M
Prospector Partners LLC59,814$20.9M
Capital Fund Management S.A.36,415$12.8M
CBOE Vest Financial, LLC32,965$11.5M
Clearbridge Investments, LLC29,395$10.3M
Summit Wealth Group LLC15,074$7.04M
Wedge Capital Management L L P10,994$3.85M
Meritage Portfolio Management10,832$3.79M
Interval Partners, LP8,387$2.94M
Brighton Jones LLC6,635$2.32M
ISAM Funds (UK) Ltd6,204$2.17M
New York Life Investment Management LLC6,119$2.14M
Y-Intercept (Hong Kong) Ltd5,633$1.97M
Worldquant Millennium Advisors LLC4,885$1.71M
Jump Financial, LLC4,699$1.65M
1832 Asset Management L.P.4,370$1.53M
Strategic Global Advisors, LLC4,210$1.47M
Shay Capital LLC4,000$1.40M
Quinn Opportunity Partners LLC3,872$1.36M
Avanza Fonder AB3,408$1.19M
Dark Forest Capital Management LP2,010$704.0K
Legend Financial Advisors, Inc.1,910$668.9K
Leuthold Group, LLC1,883$659.5K
Bright Futures Wealth Management, LLC.1,681$588.6K
Waddell & Associates, LLC1,673$585.9K
Sig Brokerage, LP1,580$553.4K
Virtu Financial LLC1,551$543.0K
Park Avenue Securities LLC1,448$507.0K
Advisory Services Network, LLC1,447$506.8K
Capstone Investment Advisors, LLC1,435$502.6K
NorthRock Partners, LLC1,427$499.8K
AdvisorShares Investments LLC1,383$484.4K
National Wealth Management Group, LLC1,253$438.8K
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund1,200$420.3K
Requisite Capital Management, LLC1,199$419.9K
Tema ETFs LLC1,090$381.8K
Savvy Advisors, Inc.1,045$366.0K
Quantitative Investment Management, LLC1,035$362.0K
Catalyst Funds Management Pty Ltd1,000$350.2K
Arete Wealth Advisors, LLC992$346.0K
QTR Family Wealth, LLC931$326.1K
Journey Strategic Wealth LLC931$326.1K
Blackhawk Capital Partners LLC.902$315.9K
PEAK6 LLC895$313.5K
Greenleaf Trust827$289.6K
Ascent Group, LLC820$287.2K
Horizon Advisory Services, Inc.818$286.5K
Sowell Financial Services LLC810$283.6K
Frank, Rimerman Advisors LLC785$274.9K
Erste Asset Management GmbH765$264.3K
Renaissance Group LLC729$255.3K
Riversedge Advisors, LLC677$237.1K
Scotia Capital Inc.618$216.4K
CWA Asset Management Group, LLC612$214.3K
Armis Advisers, LLC655$205.4K
Allegiance Financial Group Advisory Services LLC584$204.5K
Mather Group, LLC.464$162.4K
Globeflex Capital L P402$140.8K
Ci Investments Inc.356$125.0K
Private Wealth Asset Management, LLC117$41.0K
GPS Wealth Strategies Group, LLC92$32.2K
Principal Securities, Inc.85$29.8K
WealthCollab, LLC55$19.3K
Atlantic Union Bankshares Corp45$15.8K
Caitong International Asset Management Co., Ltd36$12.6K
Rise Advisors, LLC27$9.46K
Salomon & Ludwin, LLC23$8.21K
Washington Trust Advisors, Inc.9$3.33K
Avion Wealth10$3.00K
Cloud Capital Management, LLC7$2.00K
Tortoise Investment Management, LLC5$1.75K
Halbert Hargrove Global Advisors, LLC3$1.05K
ZRC Wealth Management, LLC3$1.05K
North Capital, Inc.3$1.05K
Financial Consulate, Inc2$701
Quaker Wealth Management, LLC1$351
Avalon Trust Co1$351
Aspect Partners, LLC1$350
Bare Financial Services, Inc1$350

Not filed for Q4 2025 yet (10)

Institutions that held Everest Group, Ltd. at the end of Q3 2025 and haven't filed a 13F for Q4 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding EG in Q3 2025 that haven't filed for Q4 2025
InstitutionShares, Q3 2025Value, Q3 2025
Aware Super Pty Ltd as trustee of Aware Super59,634$20.9M
Glenmede Investment Management, LP25,719$9.01M
CIBC Bancorp USA Inc.5,808$2.03M
Synovus Financial Corp2,184$764.9K
Shell Asset Management Co1,936$678.0K
AXA Investment Managers S.A.1,777$622.4K
Full Sail Capital, LLC1,392$487.5K
Binnacle Investments Inc39$13.7K
Hemington Wealth Management39$13.0K
Texas Capital Bancshares Inc1$350