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 |
|---|---|---|---|---|---|
| Blair William & Co | 773 | $262.2K | 0.00% | −221−22.2% | Reduced |
| Ronald Blue Trust, Inc. | 778 | $264.0K | 0.00% | +221+39.7% | Added |
| Coldstream Capital Management Inc | 783 | $265.7K | 0.00% | +48+6.5% | Added |
| Walleye Capital LLC | 786 | $266.7K | 0.00% | +639+434.7% | Added |
| Savant Capital, LLC | 803 | $272.4K | 0.00% | −214−21.0% | Reduced |
| Kestra Advisory Services, LLC | 806 | $273.6K | 0.00% | −2,727−77.2% | Reduced |
| Caerus Investment Advisors, LLC | 818 | $277.6K | 0.09% | −1,273−60.9% | Reduced |
| Lido Advisors, LLC | 798 | $278.7K | 0.00% | +48+6.4% | Added |
| Syon Capital LLC | 827 | $280.6K | 0.01% | +136+19.7% | Added |
| Coastal Bridge Advisors, LLC | 829 | $281.3K | 0.02% | −102−11.0% | Reduced |
| Vise Technologies, Inc. | 829 | $281.5K | 0.01% | +129+18.4% | Added |
| State of Wyoming | 835 | $283.4K | 0.03% | −776−48.2% | Reduced |
| Advyzon Investment Management, LLC | 835 | $283.4K | 0.03% | −3−0.4% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 847 | $287.4K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 872 | $295.9K | 0.00% | +293+50.6% | Added |
| GenTrust, LLC | 874 | $296.6K | 0.01% | +40+4.8% | Added |
| Sit Investment Associates Inc | 886 | $301.0K | 0.01% | 00.0% | Unchanged |
| Center For Asset Management LLC | 890 | $302.4K | 0.16% | −1,463−62.2% | Reduced |
| J. Team Financial, Inc. | 894 | $303.2K | 0.30% | +13+1.5% | Added |
| Vestmark Advisory Solutions, Inc. | 904 | $306.8K | 0.00% | −1,132−55.6% | Reduced |
| Mount Yale Investment Advisors, LLC | 904 | $306.8K | 0.01% | −288−24.2% | Reduced |
| Algert Global LLC | 910 | $308.8K | 0.00% | +910 | New |
| Quadrant Capital Group LLC | 912 | $309.5K | 0.01% | −280−23.5% | Reduced |
| Pensionmark Financial Group, LLC | 916 | $310.7K | 0.01% | −245−21.1% | Reduced |
| Atlas Capital Advisors LLC | 916 | $310.8K | 0.03% | +916 | New |
| Groupama Asset Managment | 916 | $310.8K | 0.00% | −95−9.4% | Reduced |
| Van Eck Associates Corp | 920 | $312.0K | 0.00% | +176+23.7% | Added |
| Laird Norton Trust Company, LLC | 924 | $313.6K | 0.01% | +924 | New |
| V-Square Quantitative Management LLC | 931 | $315.9K | 0.03% | +931 | New |
| RSM US Wealth Management LLC | 930 | $317.4K | 0.00% | +930 | New |
| Retirement Planning Co of New England, Inc. | 947 | $321.5K | 0.13% | +947 | New |
| Numerai GP LLC | 951 | $322.7K | 0.04% | −2,837−74.9% | Reduced |
| Checchi Capital Advisers, LLC | 966 | $327.6K | 0.02% | −6−0.6% | Reduced |
| Stoneridge Investment Partners LLC | 978 | $332.0K | 0.23% | +978 | New |
| Marshall Wace, LLP | 986 | $334.6K | 0.00% | +160+19.4% | Added |
| STRS Ohio | 994 | $337.3K | 0.00% | −10−1.0% | Reduced |
| Diversified Trust Co | 1,011 | $343.1K | 0.01% | −2,327−69.7% | Reduced |
| Evolve Private Wealth, LLC | 1,014 | $344.1K | 0.02% | +1,014 | New |
| BayBridge Capital Group, LLC | 1,017 | $345.0K | 0.21% | +43+4.4% | Added |
| Asahi Life Asset Management Co., Ltd. | 1,020 | $346.1K | 0.19% | −10−1.0% | Reduced |
| Worthington Financial Partners, LLC | 1,036 | $351.6K | 0.31% | +1,036 | New |
| Perigon Wealth Management, LLC | 1,039 | $352.6K | 0.01% | −717−40.8% | Reduced |
| Legacy Private Trust Co. | 1,050 | $356.3K | 0.02% | 00.0% | Unchanged |
| Horizon Investments, LLC | 1,061 | $360.1K | 0.00% | −76−6.7% | Reduced |
| EverSource Wealth Advisors, LLC | 1,064 | $361.1K | 0.01% | −906−46.0% | Reduced |
| Siemens Fonds Invest GmbH | 1,067 | $364.1K | 0.02% | +34+3.3% | Added |
| AlphaGrep UK Ltd | 1,078 | $365.8K | 0.12% | +1,078 | New |
| Transcend Wealth Collective, LLC | 1,079 | $366.2K | 0.03% | −798−42.5% | Reduced |
| ASR Vermogensbeheer N.V. | 1,079 | $366.2K | 0.00% | −12−1.1% | Reduced |
| Bank of Stockton | 1,080 | $366.5K | 0.10% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 1,100 | $373.3K | 0.09% | 00.0% | Unchanged |
| E&G Advisors, LP | 1,100 | $374.6K | 0.08% | −30−2.7% | Reduced |
| Parcion Private Wealth LLC | 1,104 | $374.6K | 0.02% | −344−23.8% | Reduced |
| EntryPoint Capital, LLC | 1,107 | $375.7K | 0.15% | 00.0% | Unchanged |
| Ossiam | 1,114 | $378.0K | 0.01% | −840−43.0% | Reduced |
| waypoint wealth counsel | 1,116 | $378.7K | 0.14% | −399−26.3% | Reduced |
| Meeder Advisory Services, Inc. | 1,120 | $380.1K | 0.02% | +1,120 | New |
| Clearstead Advisors, LLC | 1,126 | $382.1K | 0.00% | −523−31.7% | Reduced |
| MUFG Securities Americas Inc. | 1,131 | $383.8K | 0.02% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 1,152 | $390.9K | 0.01% | −834−42.0% | Reduced |
| Walleye Trading LLC | 1,154 | $391.6K | 0.01% | +1,154 | New |
| Vontobel Holding Ltd. | 1,180 | $400.4K | 0.00% | −75−6.0% | Reduced |
| Baird Financial Group, Inc. | 1,225 | $415.7K | 0.00% | +27+2.3% | Added |
| Forum Financial Management, LP | 1,227 | $416.4K | 0.01% | +1+0.1% | Added |
| Hancock Whitney Corp | 1,231 | $417.7K | 0.01% | −148−10.7% | Reduced |
| Fifth Third Bancorp | 1,235 | $419.1K | 0.00% | +306+32.9% | Added |
| MeadowBrook Investment Advisors LLC | 1,236 | $419.4K | 0.36% | −30−2.4% | Reduced |
| Van Den Berg Management I, Inc | 1,240 | $420.8K | 0.10% | −4,078−76.7% | Reduced |
| Nomura Holdings Inc | 1,256 | $426.2K | 0.00% | +173+16.0% | Added |
| Huntington National Bank | 1,262 | $428.3K | 0.00% | +74+6.2% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 1,292 | $438.1K | 0.00% | +63+5.1% | Added |
| PAX Financial Group, LLC | 1,301 | $441.4K | 0.08% | −181−12.2% | Reduced |
| Rothschild Investment LLC | 1,302 | $441.8K | 0.02% | −70−5.1% | Reduced |
| SG Trading Solutions, LLC | 1,305 | $443.0K | 0.10% | +1,305 | New |
| Rowland & Co Investment Counsel | 1,310 | $444.5K | 0.09% | −5−0.4% | Reduced |
| Advisor Group Holdings, Inc. | 1,320 | $448.0K | 0.00% | −25,633−95.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 1,323 | $449.0K | 0.00% | −287−17.8% | Reduced |
| Greenwood Capital Associates LLC | 1,331 | $451.7K | 0.05% | −110−7.6% | Reduced |
| Metis Global Partners, LLC | 1,331 | $451.7K | 0.01% | −102−7.1% | Reduced |
| GWM Advisors LLC | 1,338 | $453.9K | 0.00% | −286−17.6% | Reduced |
| Argent Trust Co | 1,339 | $454.4K | 0.02% | 00.0% | Unchanged |
| Trail Ridge Investment Advisors, LLC | 1,345 | $456.4K | 0.20% | +109+8.8% | Added |
| Atria Investments LLC | 1,349 | $457.8K | 0.01% | +6+0.4% | Added |
| Rockefeller Capital Management L.P. | 1,381 | $469.0K | 0.00% | −81−5.5% | Reduced |
| Teacher Retirement System of Texas | 1,397 | $474.1K | 0.00% | −4,179−74.9% | Reduced |
| Gsa Capital Partners LLP | 1,400 | $475.0K | 0.04% | +1,400 | New |
| Ingalls & Snyder LLC | 1,422 | $483.0K | 0.02% | −1,349−48.7% | Reduced |
| North Dakota State Investment Board | 1,445 | $490.4K | 0.02% | +1,445 | New |
| Henshaw Capital LLC | 1,468 | $498.2K | 0.02% | +1,468 | New |
| Tokio Marine Asset Management Co Ltd | 1,498 | $508.3K | 0.02% | +167+12.5% | Added |
| Aull & Monroe Investment Management Corp | 1,500 | $509.0K | 0.26% | 00.0% | Unchanged |
| Abn Amro Investment Solutions | 1,500 | $509.0K | 0.01% | +1,500 | New |
| Federation des caisses Desjardins du Quebec | 1,544 | $524.0K | 0.00% | +482+45.4% | Added |
| Old National Bancorp | 1,550 | $526.0K | 0.01% | −467−23.2% | Reduced |
| Curat Global, LLC | 1,554 | $527.4K | 0.59% | 00.0% | Unchanged |
| TFB Advisors LLC | 1,555 | $527.7K | 0.15% | −324−17.2% | Reduced |
| Legacy Wealth Asset Management, LLC | 1,564 | $530.7K | 0.13% | +46+3.0% | Added |
| Farther Finance Advisors, LLC | 1,571 | $533.2K | 0.01% | +532+51.2% | Added |
| Assenagon Asset Management S.A. | 1,576 | $534.8K | 0.00% | +109+7.4% | Added |
| Benjamin Edwards Inc | 1,593 | $540.5K | 0.01% | +1,593 | New |