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 |
|---|---|---|---|---|---|
| Wealthfront Advisers LLC | 708 | $240.3K | 0.00% | −758−51.7% | Reduced |
| Allworth Financial LP | 707 | $239.9K | 0.00% | −159−18.4% | Reduced |
| 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 |
| Red Door Wealth Management, LLC | 680 | $230.8K | 0.02% | +8+1.2% | Added |
| Prelude Capital Management, LLC | 678 | $230.1K | 0.02% | −32−4.5% | Reduced |
| Keebeck Alpha, LP | 678 | $230.1K | 0.61% | +678 | New |
| Strategic Family Wealth Counselors, L.L.C. | 717 | $229.4K | 0.05% | +717 | New |
| Leonteq Securities AG | 670 | $227.4K | 0.01% | 00.0% | Unchanged |
| TCW Group Inc | 670 | $227.4K | 0.00% | +670 | New |
| Canvas Wealth Advisors, LLC | 663 | $225.0K | 0.04% | +663 | New |
| CX Institutional | 652 | $221.0K | 0.01% | +140+27.3% | Added |
| Voleon Capital Management LP | 647 | $219.6K | 0.00% | −326−33.5% | Reduced |
| Beese Fulmer Investment Management, Inc. | 644 | $218.5K | 0.01% | +644 | New |
| Texas Yale Capital Corp. | 643 | $218.2K | 0.01% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 642 | $217.8K | 0.00% | −768−54.5% | Reduced |
| Segment Wealth Management, LLC | 640 | $217.2K | 0.01% | +640 | New |
| Wealthspire Advisors, LLC | 639 | $216.8K | 0.00% | +624+4,160.0% | Added |
| Darwin Advisors, LLC | 625 | $212.4K | 0.07% | +57+10.0% | Added |
| Smithfield Trust Co | 630 | $212.0K | 0.01% | 00.0% | Unchanged |
| GTS Securities LLC | 623 | $211.4K | 0.01% | +623 | New |
| Personal Cfo Solutions, LLC | 620 | $210.4K | 0.03% | −13−2.1% | Reduced |
| Woodline Partners LP | 618 | $209.7K | 0.00% | −31,724−98.1% | Reduced |
| Axxcess Wealth Management, LLC | 618 | $209.6K | 0.00% | +618 | New |
| Tred Avon Family Wealth, LLC | 617 | $209.3K | 0.07% | −11−1.8% | Reduced |
| R Squared Ltd | 611 | $207.3K | 0.10% | +611 | New |
| Evoke Wealth, LLC | 604 | $205.1K | 0.00% | −840−58.2% | Reduced |
| Lighthouse Investment Partners, LLC | 600 | $203.6K | 0.01% | −41,637−98.6% | Reduced |
| Essential Partners LLC | 596 | $202.3K | 0.06% | −1,481−71.3% | Reduced |
| Essex Financial Services, Inc. | 595 | $201.9K | 0.01% | −259−30.3% | Reduced |
| Somerset Trust Co | 594 | $201.6K | 0.06% | −8−1.3% | Reduced |
| GAMMA Investing LLC | 583 | $197.8K | 0.01% | +25+4.5% | Added |
| Colonial Trust Co | 548 | $186.0K | 0.02% | −417−43.2% | Reduced |
| Global Retirement Partners, LLC | 529 | $179.5K | 0.00% | +449+561.3% | Added |
| Webster Bank, N. A. | 500 | $169.7K | 0.02% | 00.0% | Unchanged |
| IFP Advisors, Inc | 500 | $169.7K | 0.00% | +209+71.8% | Added |
| Parallel Advisors, LLC | 451 | $153.0K | 0.00% | −357−44.2% | Reduced |
| Centaurus Financial, Inc. | 439 | $149.0K | 0.01% | −23−5.0% | Reduced |
| Flagship Harbor Advisors, LLC | 424 | $144.0K | 0.01% | −377−47.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 410 | $139.1K | 0.00% | +11+2.8% | Added |
| Ancora Advisors, LLC | 379 | $128.6K | 0.00% | +54+16.6% | Added |
| Ameritas Investment Partners, Inc. | 376 | $127.6K | 0.00% | −25−6.2% | Reduced |
| Bayforest Capital Ltd | 370 | $125.6K | 0.09% | −470−56.0% | Reduced |
| Ostrum Asset Management | 328 | $111.3K | 0.01% | −109−24.9% | Reduced |
| Versant Capital Management, Inc | 318 | $107.9K | 0.01% | −12−3.6% | Reduced |
| Rossby Financial, LCC | 302 | $102.5K | 0.03% | −396−56.7% | Reduced |
| Grove Bank & Trust | 289 | $98.1K | 0.01% | −13−4.3% | Reduced |
| Central Trust Co | 283 | $96.0K | 0.00% | +1+0.4% | Added |
| Private Trust Co NA | 255 | $86.5K | 0.01% | −6−2.3% | Reduced |
| Asset Dedication, LLC | 250 | $84.8K | 0.01% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 232 | $78.7K | 0.01% | −5−2.1% | Reduced |
| Covestor Ltd | 226 | $77.0K | 0.04% | +192+564.7% | Added |
| Signaturefd, LLC | 206 | $69.9K | 0.00% | +18+9.6% | Added |
| First Financial Corp | 200 | $67.9K | 0.03% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 171 | $58.0K | 0.00% | +37+27.6% | Added |
| Key Financial Inc | 159 | $54.0K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 158 | $53.6K | 0.01% | +78+97.5% | Added |
| True Wealth Design, LLC | 156 | $52.9K | 0.02% | −85−35.3% | Reduced |
| Umb Bank N A | 150 | $50.9K | 0.00% | +43+40.2% | Added |
| Hantz Financial Services, Inc. | 148 | $50.0K | 0.00% | −268−64.4% | Reduced |
| Bruce G. Allen Investments, LLC | 144 | $48.9K | 0.03% | −9−5.9% | Reduced |
| SJS Investment Consulting Inc. | 136 | $46.2K | 0.01% | +124+1,033.3% | Added |
| Onefund, LLC | 124 | $42.1K | 0.03% | +9+7.8% | Added |
| Bryn Mawr Trust Co | 115 | $39.0K | 0.00% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 116 | $39.0K | 0.03% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 114 | $38.7K | 0.00% | +3+2.7% | Added |
| Montag A & Associates Inc | 110 | $37.3K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 110 | $37.3K | 0.00% | +110 | New |
| WPG Advisers, LLC | 108 | $36.6K | 0.03% | −18−14.3% | Reduced |
| Thompson Investment Management, Inc. | 104 | $35.3K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 103 | $35.0K | 0.00% | −48−31.8% | Reduced |
| Raiffeisen Bank International AG | 100 | $34.1K | 0.00% | +100 | New |
| Activest Wealth Management | 99 | $33.6K | 0.01% | +99 | New |
| Root Financial Partners, LLC | 97 | $32.9K | 0.00% | +12+14.1% | Added |
| Sunbelt Securities, Inc. | 92 | $31.2K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 90 | $31.0K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 90 | $30.5K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 88 | $29.9K | 0.02% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 82 | $27.8K | 0.00% | 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 |
| Chesapeake Asset Management LLC | 76 | $25.8K | 0.02% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 65 | $22.1K | 0.00% | +65 | New |
| Moisand Fitzgerald Tamayo, LLC | 64 | $21.7K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 62 | $21.0K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 61 | $20.7K | 0.00% | −10−14.1% | Reduced |
| Optiver Holding B.V. | 61 | $20.7K | 0.00% | +61 | New |
| Cornerstone Planning Group LLC | 62 | $20.2K | 0.00% | −3−4.6% | Reduced |
| Smartleaf Asset Management LLC | 58 | $19.8K | 0.00% | −14−19.4% | Reduced |
| DV Equities, LLC | 58 | $19.7K | 0.00% | +58 | New |
| Piscataqua Savings Bank | 56 | $19.0K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 54 | $18.3K | 0.00% | +24+80.0% | Added |
| Zions Bancorporation, National Association | 52 | $17.6K | 0.00% | +8+18.2% | Added |
| GHP Investment Advisors, Inc. | 41 | $13.9K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 41 | $13.9K | 0.00% | −22−34.9% | Reduced |
| Measured Wealth Private Client Group, LLC | 40 | $13.6K | 0.00% | −123−75.5% | Reduced |
| Barrett & Company, Inc. | 40 | $13.6K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 39 | $13.2K | 0.00% | −22,470−99.8% | Reduced |
| LRI Investments, LLC | 39 | $13.2K | 0.00% | +39 | New |
| Investors Research Corp | 38 | $12.9K | 0.00% | 00.0% | Unchanged |