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 |
|---|---|---|---|---|---|
| Teacher Retirement System of Texas | 1,397 | $474.1K | 0.00% | −4,179−74.9% | Reduced |
| Rockefeller Capital Management L.P. | 1,381 | $469.0K | 0.00% | −81−5.5% | Reduced |
| Atria Investments LLC | 1,349 | $457.8K | 0.01% | +6+0.4% | Added |
| Trail Ridge Investment Advisors, LLC | 1,345 | $456.4K | 0.20% | +109+8.8% | Added |
| Argent Trust Co | 1,339 | $454.4K | 0.02% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,338 | $453.9K | 0.00% | −286−17.6% | 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 |
| Cambridge Investment Research Advisors, Inc. | 1,323 | $449.0K | 0.00% | −287−17.8% | Reduced |
| Advisor Group Holdings, Inc. | 1,320 | $448.0K | 0.00% | −25,633−95.1% | Reduced |
| Rowland & Co Investment Counsel | 1,310 | $444.5K | 0.09% | −5−0.4% | Reduced |
| SG Trading Solutions, LLC | 1,305 | $443.0K | 0.10% | +1,305 | New |
| Rothschild Investment LLC | 1,302 | $441.8K | 0.02% | −70−5.1% | Reduced |
| PAX Financial Group, LLC | 1,301 | $441.4K | 0.08% | −181−12.2% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 1,292 | $438.1K | 0.00% | +63+5.1% | Added |
| Huntington National Bank | 1,262 | $428.3K | 0.00% | +74+6.2% | Added |
| Nomura Holdings Inc | 1,256 | $426.2K | 0.00% | +173+16.0% | Added |
| Van Den Berg Management I, Inc | 1,240 | $420.8K | 0.10% | −4,078−76.7% | Reduced |
| MeadowBrook Investment Advisors LLC | 1,236 | $419.4K | 0.36% | −30−2.4% | Reduced |
| Fifth Third Bancorp | 1,235 | $419.1K | 0.00% | +306+32.9% | Added |
| Hancock Whitney Corp | 1,231 | $417.7K | 0.01% | −148−10.7% | Reduced |
| Forum Financial Management, LP | 1,227 | $416.4K | 0.01% | +1+0.1% | Added |
| Baird Financial Group, Inc. | 1,225 | $415.7K | 0.00% | +27+2.3% | Added |
| Vontobel Holding Ltd. | 1,180 | $400.4K | 0.00% | −75−6.0% | Reduced |
| Walleye Trading LLC | 1,154 | $391.6K | 0.01% | +1,154 | New |
| Securian Asset Management, Inc | 1,152 | $390.9K | 0.01% | −834−42.0% | Reduced |
| MUFG Securities Americas Inc. | 1,131 | $383.8K | 0.02% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1,126 | $382.1K | 0.00% | −523−31.7% | Reduced |
| Meeder Advisory Services, Inc. | 1,120 | $380.1K | 0.02% | +1,120 | New |
| waypoint wealth counsel | 1,116 | $378.7K | 0.14% | −399−26.3% | Reduced |
| Ossiam | 1,114 | $378.0K | 0.01% | −840−43.0% | Reduced |
| EntryPoint Capital, LLC | 1,107 | $375.7K | 0.15% | 00.0% | Unchanged |
| Parcion Private Wealth LLC | 1,104 | $374.6K | 0.02% | −344−23.8% | Reduced |
| E&G Advisors, LP | 1,100 | $374.6K | 0.08% | −30−2.7% | Reduced |
| Wellington Shields & Co., LLC | 1,100 | $373.3K | 0.09% | 00.0% | Unchanged |
| Bank of Stockton | 1,080 | $366.5K | 0.10% | 00.0% | Unchanged |
| ASR Vermogensbeheer N.V. | 1,079 | $366.2K | 0.00% | −12−1.1% | Reduced |
| Transcend Wealth Collective, LLC | 1,079 | $366.2K | 0.03% | −798−42.5% | Reduced |
| AlphaGrep UK Ltd | 1,078 | $365.8K | 0.12% | +1,078 | New |
| Siemens Fonds Invest GmbH | 1,067 | $364.1K | 0.02% | +34+3.3% | Added |
| EverSource Wealth Advisors, LLC | 1,064 | $361.1K | 0.01% | −906−46.0% | Reduced |
| Horizon Investments, LLC | 1,061 | $360.1K | 0.00% | −76−6.7% | Reduced |
| Legacy Private Trust Co. | 1,050 | $356.3K | 0.02% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 1,039 | $352.6K | 0.01% | −717−40.8% | Reduced |
| Worthington Financial Partners, LLC | 1,036 | $351.6K | 0.31% | +1,036 | New |
| Asahi Life Asset Management Co., Ltd. | 1,020 | $346.1K | 0.19% | −10−1.0% | Reduced |
| BayBridge Capital Group, LLC | 1,017 | $345.0K | 0.21% | +43+4.4% | Added |
| Evolve Private Wealth, LLC | 1,014 | $344.1K | 0.02% | +1,014 | New |
| Diversified Trust Co | 1,011 | $343.1K | 0.01% | −2,327−69.7% | Reduced |
| STRS Ohio | 994 | $337.3K | 0.00% | −10−1.0% | Reduced |
| Marshall Wace, LLP | 986 | $334.6K | 0.00% | +160+19.4% | Added |
| Stoneridge Investment Partners LLC | 978 | $332.0K | 0.23% | +978 | New |
| Checchi Capital Advisers, LLC | 966 | $327.6K | 0.02% | −6−0.6% | Reduced |
| Numerai GP LLC | 951 | $322.7K | 0.04% | −2,837−74.9% | Reduced |
| Retirement Planning Co of New England, Inc. | 947 | $321.5K | 0.13% | +947 | New |
| RSM US Wealth Management LLC | 930 | $317.4K | 0.00% | +930 | New |
| V-Square Quantitative Management LLC | 931 | $315.9K | 0.03% | +931 | New |
| Laird Norton Trust Company, LLC | 924 | $313.6K | 0.01% | +924 | New |
| Van Eck Associates Corp | 920 | $312.0K | 0.00% | +176+23.7% | Added |
| Groupama Asset Managment | 916 | $310.8K | 0.00% | −95−9.4% | Reduced |
| Atlas Capital Advisors LLC | 916 | $310.8K | 0.03% | +916 | New |
| Pensionmark Financial Group, LLC | 916 | $310.7K | 0.01% | −245−21.1% | Reduced |
| Quadrant Capital Group LLC | 912 | $309.5K | 0.01% | −280−23.5% | Reduced |
| Algert Global LLC | 910 | $308.8K | 0.00% | +910 | New |
| 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 |
| J. Team Financial, Inc. | 894 | $303.2K | 0.30% | +13+1.5% | Added |
| Center For Asset Management LLC | 890 | $302.4K | 0.16% | −1,463−62.2% | Reduced |
| Sit Investment Associates Inc | 886 | $301.0K | 0.01% | 00.0% | Unchanged |
| GenTrust, LLC | 874 | $296.6K | 0.01% | +40+4.8% | Added |
| Jones Financial Companies LLLP | 872 | $295.9K | 0.00% | +293+50.6% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 847 | $287.4K | 0.01% | 00.0% | Unchanged |
| 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 |
| Vise Technologies, Inc. | 829 | $281.5K | 0.01% | +129+18.4% | Added |
| Coastal Bridge Advisors, LLC | 829 | $281.3K | 0.02% | −102−11.0% | Reduced |
| Syon Capital LLC | 827 | $280.6K | 0.01% | +136+19.7% | Added |
| Lido Advisors, LLC | 798 | $278.7K | 0.00% | +48+6.4% | Added |
| Caerus Investment Advisors, LLC | 818 | $277.6K | 0.09% | −1,273−60.9% | Reduced |
| Kestra Advisory Services, LLC | 806 | $273.6K | 0.00% | −2,727−77.2% | Reduced |
| Savant Capital, LLC | 803 | $272.4K | 0.00% | −214−21.0% | Reduced |
| Walleye Capital LLC | 786 | $266.7K | 0.00% | +639+434.7% | Added |
| Coldstream Capital Management Inc | 783 | $265.7K | 0.00% | +48+6.5% | Added |
| Ronald Blue Trust, Inc. | 778 | $264.0K | 0.00% | +221+39.7% | Added |
| Blair William & Co | 773 | $262.2K | 0.00% | −221−22.2% | Reduced |
| CIBC World Markets Inc. | 770 | $261.3K | 0.00% | −12−1.5% | Reduced |
| Chicago Partners Investment Group LLC | 805 | $260.5K | 0.01% | −430−34.8% | Reduced |
| Sivia Capital Partners, LLC | 766 | $259.9K | 0.05% | −1,626−68.0% | Reduced |
| Simplex Trading, LLC | 757 | $256.9K | 0.01% | +757 | New |
| Kaufman Rossin Wealth, LLC | 748 | $253.8K | 0.13% | −451−37.6% | Reduced |
| Cambient Family Office, LLC | 742 | $251.8K | 0.04% | +742 | New |
| Kera Capital Partners, Inc. | 759 | $251.5K | 0.03% | −269−26.2% | Reduced |
| Toroso Investments, LLC | 740 | $251.1K | 0.00% | −409−35.6% | Reduced |
| MBA Advisors LLC | 733 | $248.7K | 0.10% | −203−21.7% | Reduced |
| Capital Performance Advisors LLP | 732 | $248.4K | 0.02% | −60−7.6% | Reduced |
| Jackson Thornton Asset Management, LLC | 746 | $247.9K | 0.02% | −619−45.3% | Reduced |
| Moors & Cabot, Inc. | 725 | $246.0K | 0.01% | +26+3.7% | Added |
| Quent Capital, LLC | 717 | $243.5K | 0.02% | +3+0.4% | Added |
| United Capital Financial Advisers, LLC | 717 | $243.3K | 0.00% | −154−17.7% | Reduced |
| NewEdge Wealth, LLC | 711 | $241.1K | 0.00% | +711 | New |