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, Q4 2025
Institutional positions in Everest Group, Ltd. as of Dec 31, 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
- 685
- +18 vs. Q3 2025
- Shares held
- 39.4M
- +931.4K (+2.4%) vs. Q3 2025
- Total value
- $13.4B
- −$94.4M (−0.7%) vs. Q3 2025
- New holders
- 97
- 207 more added
- Sold out
- 79
- 289 more reduced
10 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Everest Group, Ltd.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Caldwell Trust Co | 62 | $21.0K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 64 | $21.7K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 65 | $22.1K | 0.00% | +65 | New |
| Chesapeake Asset Management LLC | 76 | $25.8K | 0.02% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 80 | $27.1K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 80 | $27.1K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 82 | $27.8K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 88 | $29.9K | 0.02% | 00.0% | Unchanged |
| Eastern Bank | 90 | $30.5K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 90 | $31.0K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 92 | $31.2K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 97 | $32.9K | 0.00% | +12+14.1% | Added |
| Activest Wealth Management | 99 | $33.6K | 0.01% | +99 | New |
| Raiffeisen Bank International AG | 100 | $34.1K | 0.00% | +100 | New |
| Massmutual Trust Co FSB | 103 | $35.0K | 0.00% | −48−31.8% | Reduced |
| Thompson Investment Management, Inc. | 104 | $35.3K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 108 | $36.6K | 0.03% | −18−14.3% | Reduced |
| Montag A & Associates Inc | 110 | $37.3K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 110 | $37.3K | 0.00% | +110 | New |
| Parkside Financial Bank & Trust | 114 | $38.7K | 0.00% | +3+2.7% | Added |
| Sentry Investment Management LLC | 116 | $39.0K | 0.03% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 115 | $39.0K | 0.00% | 00.0% | Unchanged |
| Onefund, LLC | 124 | $42.1K | 0.03% | +9+7.8% | Added |
| SJS Investment Consulting Inc. | 136 | $46.2K | 0.01% | +124+1,033.3% | Added |
| Bruce G. Allen Investments, LLC | 144 | $48.9K | 0.03% | −9−5.9% | Reduced |
| Hantz Financial Services, Inc. | 148 | $50.0K | 0.00% | −268−64.4% | Reduced |
| Umb Bank N A | 150 | $50.9K | 0.00% | +43+40.2% | Added |
| True Wealth Design, LLC | 156 | $52.9K | 0.02% | −85−35.3% | Reduced |
| Toth Financial Advisory Corp | 158 | $53.6K | 0.01% | +78+97.5% | Added |
| Key Financial Inc | 159 | $54.0K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 171 | $58.0K | 0.00% | +37+27.6% | Added |
| First Financial Corp | 200 | $67.9K | 0.03% | 00.0% | Unchanged |
| Signaturefd, LLC | 206 | $69.9K | 0.00% | +18+9.6% | Added |
| Covestor Ltd | 226 | $77.0K | 0.04% | +192+564.7% | Added |
| Transamerica Financial Advisors, Inc. | 232 | $78.7K | 0.01% | −5−2.1% | Reduced |
| Asset Dedication, LLC | 250 | $84.8K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 255 | $86.5K | 0.01% | −6−2.3% | Reduced |
| Central Trust Co | 283 | $96.0K | 0.00% | +1+0.4% | Added |
| Grove Bank & Trust | 289 | $98.1K | 0.01% | −13−4.3% | Reduced |
| Rossby Financial, LCC | 302 | $102.5K | 0.03% | −396−56.7% | Reduced |
| Versant Capital Management, Inc | 318 | $107.9K | 0.01% | −12−3.6% | Reduced |
| Ostrum Asset Management | 328 | $111.3K | 0.01% | −109−24.9% | Reduced |
| Bayforest Capital Ltd | 370 | $125.6K | 0.09% | −470−56.0% | Reduced |
| Ameritas Investment Partners, Inc. | 376 | $127.6K | 0.00% | −25−6.2% | Reduced |
| Ancora Advisors, LLC | 379 | $128.6K | 0.00% | +54+16.6% | Added |
| Steward Partners Investment Advisory, LLC | 410 | $139.1K | 0.00% | +11+2.8% | Added |
| Flagship Harbor Advisors, LLC | 424 | $144.0K | 0.01% | −377−47.1% | Reduced |
| Centaurus Financial, Inc. | 439 | $149.0K | 0.01% | −23−5.0% | Reduced |
| Parallel Advisors, LLC | 451 | $153.0K | 0.00% | −357−44.2% | Reduced |
| Webster Bank, N. A. | 500 | $169.7K | 0.02% | 00.0% | Unchanged |
| IFP Advisors, Inc | 500 | $169.7K | 0.00% | +209+71.8% | Added |
| Global Retirement Partners, LLC | 529 | $179.5K | 0.00% | +449+561.3% | Added |
| Colonial Trust Co | 548 | $186.0K | 0.02% | −417−43.2% | Reduced |
| GAMMA Investing LLC | 583 | $197.8K | 0.01% | +25+4.5% | Added |
| Somerset Trust Co | 594 | $201.6K | 0.06% | −8−1.3% | Reduced |
| Essex Financial Services, Inc. | 595 | $201.9K | 0.01% | −259−30.3% | Reduced |
| Essential Partners LLC | 596 | $202.3K | 0.06% | −1,481−71.3% | Reduced |
| Lighthouse Investment Partners, LLC | 600 | $203.6K | 0.01% | −41,637−98.6% | Reduced |
| Evoke Wealth, LLC | 604 | $205.1K | 0.00% | −840−58.2% | Reduced |
| R Squared Ltd | 611 | $207.3K | 0.10% | +611 | New |
| Tred Avon Family Wealth, LLC | 617 | $209.3K | 0.07% | −11−1.8% | Reduced |
| Axxcess Wealth Management, LLC | 618 | $209.6K | 0.00% | +618 | New |
| Woodline Partners LP | 618 | $209.7K | 0.00% | −31,724−98.1% | Reduced |
| Personal Cfo Solutions, LLC | 620 | $210.4K | 0.03% | −13−2.1% | Reduced |
| GTS Securities LLC | 623 | $211.4K | 0.01% | +623 | New |
| Smithfield Trust Co | 630 | $212.0K | 0.01% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 625 | $212.4K | 0.07% | +57+10.0% | Added |
| Wealthspire Advisors, LLC | 639 | $216.8K | 0.00% | +624+4,160.0% | Added |
| Segment Wealth Management, LLC | 640 | $217.2K | 0.01% | +640 | New |
| QRG Capital Management, Inc. | 642 | $217.8K | 0.00% | −768−54.5% | Reduced |
| Texas Yale Capital Corp. | 643 | $218.2K | 0.01% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 644 | $218.5K | 0.01% | +644 | New |
| Voleon Capital Management LP | 647 | $219.6K | 0.00% | −326−33.5% | Reduced |
| CX Institutional | 652 | $221.0K | 0.01% | +140+27.3% | Added |
| Canvas Wealth Advisors, LLC | 663 | $225.0K | 0.04% | +663 | New |
| Leonteq Securities AG | 670 | $227.4K | 0.01% | 00.0% | Unchanged |
| TCW Group Inc | 670 | $227.4K | 0.00% | +670 | New |
| Strategic Family Wealth Counselors, L.L.C. | 717 | $229.4K | 0.05% | +717 | New |
| Prelude Capital Management, LLC | 678 | $230.1K | 0.02% | −32−4.5% | Reduced |
| Keebeck Alpha, LP | 678 | $230.1K | 0.61% | +678 | New |
| Red Door Wealth Management, LLC | 680 | $230.8K | 0.02% | +8+1.2% | Added |
| Vident Advisory, LLC | 705 | $239.2K | 0.00% | −12−1.7% | Reduced |
| Patton Fund Management, Inc. | 705 | $239.2K | 0.03% | +83+13.3% | Added |
| Allworth Financial LP | 707 | $239.9K | 0.00% | −159−18.4% | Reduced |
| Wealthfront Advisers LLC | 708 | $240.3K | 0.00% | −758−51.7% | Reduced |
| NewEdge Wealth, LLC | 711 | $241.1K | 0.00% | +711 | New |
| United Capital Financial Advisers, LLC | 717 | $243.3K | 0.00% | −154−17.7% | Reduced |
| Quent Capital, LLC | 717 | $243.5K | 0.02% | +3+0.4% | Added |
| Moors & Cabot, Inc. | 725 | $246.0K | 0.01% | +26+3.7% | Added |
| Jackson Thornton Asset Management, LLC | 746 | $247.9K | 0.02% | −619−45.3% | Reduced |
| Capital Performance Advisors LLP | 732 | $248.4K | 0.02% | −60−7.6% | Reduced |
| MBA Advisors LLC | 733 | $248.7K | 0.10% | −203−21.7% | Reduced |
| Toroso Investments, LLC | 740 | $251.1K | 0.00% | −409−35.6% | Reduced |
| Kera Capital Partners, Inc. | 759 | $251.5K | 0.03% | −269−26.2% | Reduced |
| Cambient Family Office, LLC | 742 | $251.8K | 0.04% | +742 | New |
| Kaufman Rossin Wealth, LLC | 748 | $253.8K | 0.13% | −451−37.6% | Reduced |
| Simplex Trading, LLC | 757 | $256.9K | 0.01% | +757 | New |
| Sivia Capital Partners, LLC | 766 | $259.9K | 0.05% | −1,626−68.0% | Reduced |
| Chicago Partners Investment Group LLC | 805 | $260.5K | 0.01% | −430−34.8% | Reduced |
| CIBC World Markets Inc. | 770 | $261.3K | 0.00% | −12−1.5% | Reduced |