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 |
|---|---|---|---|---|---|
| Reflection Asset Management | 3,561 | $1.21M | 0.86% | +3,561 | New |
| Gateway Investment Advisers LLC | 3,525 | $1.20M | 0.01% | +3,525 | New |
| D.A. Davidson & Co. | 3,451 | $1.17M | 0.01% | +44+1.3% | Added |
| Hartford Investment Management Co | 3,441 | $1.17M | 0.03% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 3,400 | $1.15M | 0.01% | −75−2.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 3,298 | $1.12M | 0.01% | 00.0% | Unchanged |
| Entropy Technologies, LP | 3,281 | $1.11M | 0.06% | +3,281 | New |
| Impact Partnership Wealth, LLC | 3,229 | $1.10M | 0.14% | +3,229 | New |
| Nomura Asset Management International Inc. | 3,200 | $1.09M | 0.00% | +3,200 | New |
| Icon Advisers Inc | 3,200 | $1.09M | 0.23% | 00.0% | Unchanged |
| JustInvest LLC | 3,190 | $1.08M | 0.01% | −1,783−35.9% | Reduced |
| Sompo Asset Management Co., Ltd. | 3,177 | $1.08M | 0.18% | +3,177 | New |
| Pallas Capital Advisors LLC | 3,169 | $1.08M | 0.04% | −2,708−46.1% | Reduced |
| Foster & Motley Inc | 3,056 | $1.04M | 0.06% | −480−13.6% | Reduced |
| Ensign Peak Advisors, Inc | 3,018 | $1.02M | 0.00% | −4,137−57.8% | Reduced |
| Allstate Corp | 3,001 | $1.02M | 0.01% | +1,721+134.5% | Added |
| Sculati Wealth Management, LLC | 2,989 | $1.01M | 0.36% | −201−6.3% | Reduced |
| Credit Agricole S A | 2,980 | $1.01M | 0.00% | −1,158−28.0% | Reduced |
| Fideuram Asset Management (Ireland) dac | 3,064 | $1.00M | 0.08% | +3,064 | New |
| Kempner Capital Management Inc. | 3,040 | $999.0K | 0.94% | −309−9.2% | Reduced |
| Schroder Investment Management Group | 2,869 | $979.1K | 0.00% | −14,010−83.0% | Reduced |
| Mizuho Securities USA LLC | 3,057 | $960.8K | 0.02% | +2+0.1% | Added |
| J. Safra Sarasin Holding AG | 2,749 | $932.9K | 0.02% | −966−26.0% | Reduced |
| LS Investment Advisors, LLC | 2,718 | $922.4K | 0.13% | −65−2.3% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 2,668 | $905.4K | 0.00% | +2,668 | New |
| Independent Advisor Alliance | 2,664 | $904.1K | 0.02% | +557+26.4% | Added |
| Norinchukin Bank, The | 2,635 | $894.2K | 0.01% | +167+6.8% | Added |
| Pinnacle Financial Partners, Inc. | 2,595 | $880.6K | 0.01% | +2,595 | New |
| Tower Research Capital LLC (TRC) | 2,575 | $873.8K | 0.02% | +2,079+419.2% | Added |
| Commerce Bank | 2,563 | $869.8K | 0.00% | +13+0.5% | Added |
| Cookson Peirce & Co Inc | 2,515 | $853.5K | 0.04% | −280−10.0% | Reduced |
| Oppenheimer & Co Inc | 2,433 | $825.6K | 0.01% | −11,559−82.6% | Reduced |
| HB Wealth Management, LLC | 2,400 | $814.4K | 0.01% | −434−15.3% | Reduced |
| CIBC Private Wealth Group, LLC | 2,383 | $808.7K | 0.00% | −578−19.5% | Reduced |
| Krilogy Financial LLC | 2,469 | $807.6K | 0.03% | −2,058−45.5% | Reduced |
| Lifeworks Advisors, LLC | 2,374 | $805.7K | 0.10% | +113+5.0% | Added |
| Daymark Wealth Partners, LLC | 2,346 | $796.1K | 0.03% | +83+3.7% | Added |
| Neuberger Berman Group LLC | 2,319 | $787.0K | 0.00% | −799−25.6% | Reduced |
| MML Investors Services, LLC | 2,316 | $785.8K | 0.00% | −91−3.8% | Reduced |
| SummitTX Capital, L.P. | 2,271 | $770.7K | 0.02% | −360−13.7% | Reduced |
| Sacks & Associates, LLC | 2,266 | $769.0K | 0.56% | +2,266 | New |
| Ipswich Investment Management Co., Inc. | 2,250 | $763.5K | 0.18% | −100−4.3% | Reduced |
| Croban | 2,246 | $762.1K | 0.37% | −119−5.0% | Reduced |
| Avidian Wealth Solutions, LLC | 2,229 | $756.4K | 0.03% | 00.0% | Unchanged |
| Traynor Capital Management, Inc. | 2,217 | $752.3K | 0.04% | −67−2.9% | Reduced |
| Polymer Capital Management (US) LLC | 2,182 | $740.5K | 0.10% | +2,182 | New |
| Dai-Ichi Life Insurance Company, Ltd | 2,166 | $735.0K | 0.02% | 00.0% | Unchanged |
| Westpac Banking Corp | 2,161 | $733.3K | 0.05% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 2,153 | $730.6K | 0.17% | +2,153 | New |
| Sanctuary Advisors, LLC | 2,152 | $730.1K | 0.00% | −782−26.7% | Reduced |
| Fox Run Management, L.L.C. | 2,142 | $726.9K | 0.11% | +1,052+96.5% | Added |
| Gulf International Bank (UK) Ltd | 2,138 | $726.0K | 0.02% | 00.0% | Unchanged |
| Strategic Investment Advisors | 2,139 | $725.9K | 0.06% | −3,219−60.1% | Reduced |
| Citadel Investment Advisory, Inc. | 2,127 | $722.0K | 0.31% | 00.0% | Unchanged |
| Capital Insight Partners, LLC | 2,158 | $721.8K | 0.15% | +35+1.6% | Added |
| Ameritas Advisory Services, LLC | 2,117 | $718.4K | 0.03% | +2,117 | New |
| Sequoia Financial Advisors, LLC | 2,106 | $714.7K | 0.00% | −271−11.4% | Reduced |
| Louisiana State Employees Retirement System | 2,100 | $712.6K | 0.01% | −100−4.5% | Reduced |
| Point Nemo Capital, LLC | 2,049 | $695.3K | 0.69% | +2,049 | New |
| Dana Investment Advisors, Inc. | 2,033 | $689.9K | 0.02% | −50−2.4% | Reduced |
| Maryland State Retirement & Pension System | 2,011 | $682.4K | 0.01% | 00.0% | Unchanged |
| Dakota Wealth Management | 2,003 | $679.7K | 0.01% | −85−4.1% | Reduced |
| New Mexico Educational Retirement Board | 2,000 | $679.0K | 0.02% | +100+5.3% | Added |
| ING Groep NV | 1,938 | $657.7K | 0.00% | −26−1.3% | Reduced |
| J.M. Arbour, LLC | 1,935 | $656.7K | 0.66% | +1,935 | New |
| Chesley Taft & Associates LLC | 1,924 | $652.9K | 0.03% | +152+8.6% | Added |
| HighTower Advisors, LLC | 1,916 | $650.2K | 0.00% | −95−4.7% | Reduced |
| Crossmark Global Holdings, Inc. | 1,903 | $645.8K | 0.01% | −648−25.4% | Reduced |
| Summit Trail Advisors, LLC | 1,868 | $633.7K | 0.01% | −30−1.6% | Reduced |
| Verdence Capital Advisors LLC | 1,814 | $615.7K | 0.04% | −36−1.9% | Reduced |
| RMB Capital Management, LLC | 1,811 | $614.6K | 0.01% | +1,811 | New |
| Allspring Global Investments Holdings, LLC | 1,830 | $612.1K | 0.00% | −173−8.6% | Reduced |
| M&T Bank Corp | 1,775 | $602.5K | 0.00% | −121−6.4% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 1,791 | $599.7K | 0.00% | −531−22.9% | Reduced |
| Everence Capital Management Inc | 1,734 | $588.0K | 0.03% | 00.0% | Unchanged |
| MUFG Securities EMEA plc | 1,721 | $584.0K | 0.01% | +918+114.3% | Added |
| Elevated Capital Advisors, LLC | 1,718 | $583.1K | 0.14% | −198−10.3% | Reduced |
| Prudential PLC | 1,718 | $583.0K | 0.00% | 00.0% | Unchanged |
| Unison Advisors LLC | 1,700 | $576.9K | 0.05% | +9+0.5% | Added |
| NEOS Investment Management LLC | 1,688 | $572.8K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,682 | $570.8K | 0.01% | +34+2.1% | Added |
| Osmosis Investment Management UK Ltd | 1,669 | $566.4K | 0.01% | +1,669 | New |
| O'Shaughnessy Asset Management, LLC | 1,663 | $564.3K | 0.00% | −488−22.7% | Reduced |
| DRW Securities, LLC | 1,647 | $558.9K | 0.04% | +1,058+179.6% | Added |
| Baader Bank INC | 1,596 | $541.3K | 0.05% | +1,596 | New |
| Benjamin Edwards Inc | 1,593 | $540.5K | 0.01% | +1,593 | New |
| Assenagon Asset Management S.A. | 1,576 | $534.8K | 0.00% | +109+7.4% | Added |
| Farther Finance Advisors, LLC | 1,571 | $533.2K | 0.01% | +532+51.2% | Added |
| Legacy Wealth Asset Management, LLC | 1,564 | $530.7K | 0.13% | +46+3.0% | Added |
| TFB Advisors LLC | 1,555 | $527.7K | 0.15% | −324−17.2% | Reduced |
| Curat Global, LLC | 1,554 | $527.4K | 0.59% | 00.0% | Unchanged |
| Old National Bancorp | 1,550 | $526.0K | 0.01% | −467−23.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 1,544 | $524.0K | 0.00% | +482+45.4% | 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 |
| Tokio Marine Asset Management Co Ltd | 1,498 | $508.3K | 0.02% | +167+12.5% | Added |
| Henshaw Capital LLC | 1,468 | $498.2K | 0.02% | +1,468 | New |
| North Dakota State Investment Board | 1,445 | $490.4K | 0.02% | +1,445 | New |
| Ingalls & Snyder LLC | 1,422 | $483.0K | 0.02% | −1,349−48.7% | Reduced |
| Gsa Capital Partners LLP | 1,400 | $475.0K | 0.04% | +1,400 | New |