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 |
|---|---|---|---|---|---|
| Baader Bank INC | 1,596 | $541.3K | 0.05% | +1,596 | New |
| DRW Securities, LLC | 1,647 | $558.9K | 0.04% | +1,058+179.6% | Added |
| O'Shaughnessy Asset Management, LLC | 1,663 | $564.3K | 0.00% | −488−22.7% | Reduced |
| Osmosis Investment Management UK Ltd | 1,669 | $566.4K | 0.01% | +1,669 | New |
| Bartlett & Co. Wealth Management LLC | 1,682 | $570.8K | 0.01% | +34+2.1% | Added |
| NEOS Investment Management LLC | 1,688 | $572.8K | 0.00% | 00.0% | Unchanged |
| Unison Advisors LLC | 1,700 | $576.9K | 0.05% | +9+0.5% | Added |
| Prudential PLC | 1,718 | $583.0K | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 1,718 | $583.1K | 0.14% | −198−10.3% | Reduced |
| MUFG Securities EMEA plc | 1,721 | $584.0K | 0.01% | +918+114.3% | Added |
| Everence Capital Management Inc | 1,734 | $588.0K | 0.03% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 1,791 | $599.7K | 0.00% | −531−22.9% | Reduced |
| M&T Bank Corp | 1,775 | $602.5K | 0.00% | −121−6.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,830 | $612.1K | 0.00% | −173−8.6% | Reduced |
| RMB Capital Management, LLC | 1,811 | $614.6K | 0.01% | +1,811 | New |
| Verdence Capital Advisors LLC | 1,814 | $615.7K | 0.04% | −36−1.9% | Reduced |
| Summit Trail Advisors, LLC | 1,868 | $633.7K | 0.01% | −30−1.6% | Reduced |
| Crossmark Global Holdings, Inc. | 1,903 | $645.8K | 0.01% | −648−25.4% | Reduced |
| HighTower Advisors, LLC | 1,916 | $650.2K | 0.00% | −95−4.7% | Reduced |
| Chesley Taft & Associates LLC | 1,924 | $652.9K | 0.03% | +152+8.6% | Added |
| J.M. Arbour, LLC | 1,935 | $656.7K | 0.66% | +1,935 | New |
| ING Groep NV | 1,938 | $657.7K | 0.00% | −26−1.3% | Reduced |
| New Mexico Educational Retirement Board | 2,000 | $679.0K | 0.02% | +100+5.3% | Added |
| Dakota Wealth Management | 2,003 | $679.7K | 0.01% | −85−4.1% | Reduced |
| Maryland State Retirement & Pension System | 2,011 | $682.4K | 0.01% | 00.0% | Unchanged |
| Dana Investment Advisors, Inc. | 2,033 | $689.9K | 0.02% | −50−2.4% | Reduced |
| Point Nemo Capital, LLC | 2,049 | $695.3K | 0.69% | +2,049 | New |
| Louisiana State Employees Retirement System | 2,100 | $712.6K | 0.01% | −100−4.5% | Reduced |
| Sequoia Financial Advisors, LLC | 2,106 | $714.7K | 0.00% | −271−11.4% | Reduced |
| Ameritas Advisory Services, LLC | 2,117 | $718.4K | 0.03% | +2,117 | New |
| Capital Insight Partners, LLC | 2,158 | $721.8K | 0.15% | +35+1.6% | Added |
| Citadel Investment Advisory, Inc. | 2,127 | $722.0K | 0.31% | 00.0% | Unchanged |
| Strategic Investment Advisors | 2,139 | $725.9K | 0.06% | −3,219−60.1% | Reduced |
| Gulf International Bank (UK) Ltd | 2,138 | $726.0K | 0.02% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 2,142 | $726.9K | 0.11% | +1,052+96.5% | Added |
| Sanctuary Advisors, LLC | 2,152 | $730.1K | 0.00% | −782−26.7% | Reduced |
| Aigen Investment Management, LP | 2,153 | $730.6K | 0.17% | +2,153 | New |
| Westpac Banking Corp | 2,161 | $733.3K | 0.05% | 00.0% | Unchanged |
| Dai-Ichi Life Insurance Company, Ltd | 2,166 | $735.0K | 0.02% | 00.0% | Unchanged |
| Polymer Capital Management (US) LLC | 2,182 | $740.5K | 0.10% | +2,182 | New |
| Traynor Capital Management, Inc. | 2,217 | $752.3K | 0.04% | −67−2.9% | Reduced |
| Avidian Wealth Solutions, LLC | 2,229 | $756.4K | 0.03% | 00.0% | Unchanged |
| Croban | 2,246 | $762.1K | 0.37% | −119−5.0% | Reduced |
| Ipswich Investment Management Co., Inc. | 2,250 | $763.5K | 0.18% | −100−4.3% | Reduced |
| Sacks & Associates, LLC | 2,266 | $769.0K | 0.56% | +2,266 | New |
| SummitTX Capital, L.P. | 2,271 | $770.7K | 0.02% | −360−13.7% | Reduced |
| MML Investors Services, LLC | 2,316 | $785.8K | 0.00% | −91−3.8% | Reduced |
| Neuberger Berman Group LLC | 2,319 | $787.0K | 0.00% | −799−25.6% | Reduced |
| Daymark Wealth Partners, LLC | 2,346 | $796.1K | 0.03% | +83+3.7% | Added |
| Lifeworks Advisors, LLC | 2,374 | $805.7K | 0.10% | +113+5.0% | Added |
| Krilogy Financial LLC | 2,469 | $807.6K | 0.03% | −2,058−45.5% | Reduced |
| CIBC Private Wealth Group, LLC | 2,383 | $808.7K | 0.00% | −578−19.5% | Reduced |
| HB Wealth Management, LLC | 2,400 | $814.4K | 0.01% | −434−15.3% | Reduced |
| Oppenheimer & Co Inc | 2,433 | $825.6K | 0.01% | −11,559−82.6% | Reduced |
| Cookson Peirce & Co Inc | 2,515 | $853.5K | 0.04% | −280−10.0% | Reduced |
| Commerce Bank | 2,563 | $869.8K | 0.00% | +13+0.5% | Added |
| Tower Research Capital LLC (TRC) | 2,575 | $873.8K | 0.02% | +2,079+419.2% | Added |
| Pinnacle Financial Partners, Inc. | 2,595 | $880.6K | 0.01% | +2,595 | New |
| Norinchukin Bank, The | 2,635 | $894.2K | 0.01% | +167+6.8% | Added |
| Independent Advisor Alliance | 2,664 | $904.1K | 0.02% | +557+26.4% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 2,668 | $905.4K | 0.00% | +2,668 | New |
| LS Investment Advisors, LLC | 2,718 | $922.4K | 0.13% | −65−2.3% | Reduced |
| J. Safra Sarasin Holding AG | 2,749 | $932.9K | 0.02% | −966−26.0% | Reduced |
| Mizuho Securities USA LLC | 3,057 | $960.8K | 0.02% | +2+0.1% | Added |
| Schroder Investment Management Group | 2,869 | $979.1K | 0.00% | −14,010−83.0% | Reduced |
| Kempner Capital Management Inc. | 3,040 | $999.0K | 0.94% | −309−9.2% | Reduced |
| Fideuram Asset Management (Ireland) dac | 3,064 | $1.00M | 0.08% | +3,064 | New |
| Credit Agricole S A | 2,980 | $1.01M | 0.00% | −1,158−28.0% | Reduced |
| Sculati Wealth Management, LLC | 2,989 | $1.01M | 0.36% | −201−6.3% | Reduced |
| Allstate Corp | 3,001 | $1.02M | 0.01% | +1,721+134.5% | Added |
| Ensign Peak Advisors, Inc | 3,018 | $1.02M | 0.00% | −4,137−57.8% | Reduced |
| Foster & Motley Inc | 3,056 | $1.04M | 0.06% | −480−13.6% | Reduced |
| Pallas Capital Advisors LLC | 3,169 | $1.08M | 0.04% | −2,708−46.1% | Reduced |
| Sompo Asset Management Co., Ltd. | 3,177 | $1.08M | 0.18% | +3,177 | New |
| JustInvest LLC | 3,190 | $1.08M | 0.01% | −1,783−35.9% | Reduced |
| Icon Advisers Inc | 3,200 | $1.09M | 0.23% | 00.0% | Unchanged |
| Nomura Asset Management International Inc. | 3,200 | $1.09M | 0.00% | +3,200 | New |
| Impact Partnership Wealth, LLC | 3,229 | $1.10M | 0.14% | +3,229 | New |
| Entropy Technologies, LP | 3,281 | $1.11M | 0.06% | +3,281 | New |
| Teachers Retirement System of the State of Kentucky | 3,298 | $1.12M | 0.01% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 3,400 | $1.15M | 0.01% | −75−2.2% | Reduced |
| Hartford Investment Management Co | 3,441 | $1.17M | 0.03% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 3,451 | $1.17M | 0.01% | +44+1.3% | Added |
| Gateway Investment Advisers LLC | 3,525 | $1.20M | 0.01% | +3,525 | New |
| Reflection Asset Management | 3,561 | $1.21M | 0.86% | +3,561 | New |
| Callan Family Office, LLC | 3,594 | $1.22M | 0.03% | +2,657+283.6% | Added |
| Buckingham Strategic Partners | 3,623 | $1.23M | 0.02% | −2,213−37.9% | Reduced |
| Delphi Management Inc | 3,729 | $1.26M | 1.23% | +264+7.6% | Added |
| Aviance Capital Partners, LLC | 3,734 | $1.27M | 0.15% | +255+7.3% | Added |
| CSS LLC | 3,740 | $1.27M | 0.07% | +640+20.6% | Added |
| Prudential Financial Inc | 3,751 | $1.28M | 0.00% | −2,670−41.6% | Reduced |
| Poehling Capital Management, LLC | 3,865 | $1.31M | 0.27% | +431+12.6% | Added |
| Winton Group Ltd | 3,870 | $1.31M | 0.05% | +3,870 | New |
| Uncommon Cents Investing LLC | 3,877 | $1.32M | 0.32% | +18+0.5% | Added |
| Twin Capital Management Inc | 3,914 | $1.33M | 0.16% | −11−0.3% | Reduced |
| Merit Financial Group, LLC | 4,065 | $1.38M | 0.01% | −1,613−28.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 4,093 | $1.39M | 0.00% | −87−2.1% | Reduced |
| Public Employees Retirement Association of Colorado | 4,099 | $1.39M | 0.01% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 4,164 | $1.41M | 0.04% | −125−2.9% | Reduced |
| Handelsbanken Fonder AB | 4,168 | $1.41M | 0.00% | +89+2.2% | Added |