Everest Group, Ltd.

Exchange: NYSE
Industry: Fire, Marine & Casualty Insurance
SEC CIK: 0001095073

SEC filings (opens in a new tab)

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.

Q1 2026 vs. Q4 2025

How the institutions holding Everest Group, Ltd. changed between Q4 2025 and Q1 2026.

All holders in Q1 2026 All holders in Q4 2025

13F holders of EG: Q4 2025 compared with Q1 2026
Measure	Q4 2025	Of which not filed for Q1 2026	Q1 2026	Change
Holders	685	12	670	−3
Shares	39.4M	7.29M	36.7M	+4.57M (+14.3%)
Value	$13.4B	$2.47B	$12.0B	+$1.10B (+10.1%)

12 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (77)

Institutions that held Everest Group, Ltd. at the end of Q1 2026 but not at the end of Q4 2025.

Institutions new to EG in Q1 2026
Institution	Shares	Value	% of portfolio
Vanguard Capital Management LLC	2,633,722	$860.8M	0.02%
Vanguard Portfolio Management LLC	2,168,090	$708.6M	0.04%
Vanguard Fiduciary Trust Co	229,438	$75.0M	0.02%
SEB Asset Management AB	112,024	$36.6M	0.16%
Vanguard Global Advisers, LLC	95,435	$31.2M	0.02%
Vanguard Asset Management, Ltd	84,706	$27.7M	0.02%
Capital Fund Management S.A.	33,386	$10.9M	0.10%
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund	27,200	$8.89M	0.17%
Adams Diversified Equity Fund, Inc.	27,000	$8.82M	0.31%
Vanguard Investments Australia, Ltd.	21,213	$6.93M	0.02%
Hudson Bay Capital Management LP	20,299	$6.63M	0.04%
CIBC Bancorp USA Inc.	15,003	$4.91M	0.01%
Y-Intercept (Hong Kong) Ltd	7,015	$2.29M	0.04%
CM Management, LLC	6,000	$1.96M	1.64%
CBOE Vest Financial, LLC	5,653	$1.85M	0.02%
IMC-Chicago, LLC	5,386	$1.76M	0.03%
Aquatic Capital Management LLC	5,191	$1.70M	0.05%
Estate Counselors, LLC	5,135	$1.68M	0.15%
Trexquant Investment LP	4,182	$1.37M	0.01%
Eurizon Capital SGR S.p.A.	3,888	$1.27M	0.00%
Commerzbank Aktiengesellschaft	3,576	$1.17M	0.02%
Hillsdale Investment Management Inc.	3,450	$1.13M	0.03%
Atom Investors LP	3,298	$1.08M	0.08%
Oak Thistle LLC	3,122	$1.02M	0.10%
Wealthedge Investment Advisors, LLC	3,052	$997.6K	0.37%
Havemeyer Place LP	2,795	$913.5K	0.11%
Oxford Asset Management LLP	2,622	$857.0K	0.35%
Shay Capital LLC	2,500	$817.1K	0.12%
Generali Asset Management SPA SGR	2,411	$788.0K	0.02%
Quadrature Capital Ltd	1,945	$635.7K	0.01%
Brighton Jones LLC	1,897	$619.9K	0.01%
nVerses Capital, LLC	1,839	$601.1K	0.55%
Saudi Central Bank	1,549	$506.3K	0.01%
Evergreen Capital Management LLC	1,445	$472.3K	0.01%
Optimize Financial Inc	1,425	$465.8K	0.23%
Worldquant Millennium Advisors LLC	1,389	$454.0K	0.00%
Sanchez Gaunt Capital Management, LLC	1,375	$449.5K	0.28%
Inceptionr LLC	1,095	$357.9K	0.09%
Boothbay Fund Management, LLC	1,043	$340.9K	0.01%
Sagewood Asset Management LP	974	$318.4K	0.10%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	965	$315.4K	0.01%
Gateway Wealth Partners, LLC	954	$311.9K	0.01%
Park Avenue Securities LLC	918	$300.0K	0.00%
Oslo Pensjonsforsikring AS	897	$293.2K	0.05%
Frec Markets, Inc.	891	$291.2K	0.05%
Brevan Howard Capital Management LP	710	$232.1K	0.00%
Skopos Labs, Inc.	693	$226.5K	0.01%
Fieldview Capital Management, LLC	673	$220.0K	0.06%
Summitry LLC	618	$202.0K	0.01%
Banque Cantonale Vaudoise	430	$141.0K	0.01%
Mather Group, LLC.	390	$127.5K	0.00%
Advisory Services Network, LLC	387	$126.6K	0.00%
TopTier Wealth Management, LLC	160	$52.3K	0.03%
Quarry LP	111	$36.3K	0.01%
Vanguard National Trust Co	84	$27.5K	0.00%
TD Waterhouse Canada Inc.	65	$21.0K	0.00%
Cassaday & Co Wealth Management LLC	60	$19.6K	0.00%
Innovative Asset Advisors Group, LLC	53	$17.3K	0.01%
WealthCollab, LLC	48	$15.7K	0.01%
Cedar Mountain Advisors, LLC	46	$15.0K	0.00%
Archer Investment Corp	30	$9.81K	0.00%
RWM Asset Management, LLC	17	$5.56K	0.00%
Golden State Equity Partners	17	$5.56K	0.00%
Kemnay Advisory Services Inc.	16	$5.23K	0.00%
Twin Peaks Wealth Advisors, LLC	12	$3.92K	0.00%
Wall Street Financial Group, Inc.	10	$3.27K	0.00%
Corsicana & Co.	4	$1.45K	0.00%
Vanguard Advisers Inc	3	$999	0.00%
ZRC Wealth Management, LLC	3	$981	0.00%
Bare Financial Services, Inc	3	$981	0.00%
Clark Wealth Partners	3	$981	0.00%
Silver Grove Financial Group, Inc.	3	$981	0.00%
Financial Consulate, Inc	2	$654	0.00%
Vermillion Wealth Management, Inc.	2	$654	0.00%
Burk Holdings LLC	2	$654	0.00%
Curio Wealth, LLC	1	$327	0.00%
Avion Wealth	2	$0	0.00%

Sold out (80)

Institutions that held Everest Group, Ltd. at the end of Q4 2025 and filed for Q1 2026 without it.

Institutions that sold out of EG in Q1 2026
Institution	Shares, Q4 2025	Value, Q4 2025
Skandinaviska Enskilda Banken AB (publ)	161,621	$54.8M
Point72 Asset Management, L.P.	92,830	$31.5M
Artisan Partners Limited Partnership	73,795	$25.0M
Susquehanna Portfolio Strategies, LLC	34,631	$11.8M
Employees Retirement System of Texas	15,547	$5.28M
La Banque Postale Asset Management SA	12,794	$4.34M
Verition Fund Management LLC	12,408	$4.21M
Freestone Grove Partners LP	12,294	$4.17M
Gator Capital Management, LLC	9,581	$3.25M
Engineers Gate Manager LP	8,818	$2.99M
Swiss Life Asset Management Ltd	7,833	$2.66M
California First Leasing Corp	7,740	$2.63M
Board of the Pension Protection Fund	5,120	$1.74M
Two Sigma Securities, LLC	4,560	$1.55M
Alberta Investment Management Corp	4,400	$1.49M
Entropy Technologies, LP	3,281	$1.11M
Icon Advisers Inc	3,200	$1.09M
Pallas Capital Advisors LLC	3,169	$1.08M
Connor, Clark & Lunn Investment Management Ltd.	2,668	$905.4K
SummitTX Capital, L.P.	2,271	$770.7K
Ipswich Investment Management Co., Inc.	2,250	$763.5K
Capital Insight Partners, LLC	2,158	$721.8K
Verdence Capital Advisors LLC	1,814	$615.7K
DRW Securities, LLC	1,647	$558.9K
Baader Bank INC	1,596	$541.3K
Benjamin Edwards Inc	1,593	$540.5K
Atria Investments LLC	1,349	$457.8K
Greenwood Capital Associates LLC	1,331	$451.7K
MeadowBrook Investment Advisors LLC	1,236	$419.4K
Forum Financial Management, LP	1,227	$416.4K
waypoint wealth counsel	1,116	$378.7K
Parcion Private Wealth LLC	1,104	$374.6K
Transcend Wealth Collective, LLC	1,079	$366.2K
Asahi Life Asset Management Co., Ltd.	1,020	$346.1K
Evolve Private Wealth, LLC	1,014	$344.1K
Marshall Wace, LLP	986	$334.6K
Stoneridge Investment Partners LLC	978	$332.0K
Groupama Asset Managment	916	$310.8K
Vestmark Advisory Solutions, Inc.	904	$306.8K
Syon Capital LLC	827	$280.6K
Caerus Investment Advisors, LLC	818	$277.6K
Kestra Advisory Services, LLC	806	$273.6K
Sivia Capital Partners, LLC	766	$259.9K
Simplex Trading, LLC	757	$256.9K
Kaufman Rossin Wealth, LLC	748	$253.8K
Capital Performance Advisors LLP	732	$248.4K
Jackson Thornton Asset Management, LLC	746	$247.9K
NewEdge Wealth, LLC	711	$241.1K
Prelude Capital Management, LLC	678	$230.1K
Keebeck Alpha, LP	678	$230.1K
Strategic Family Wealth Counselors, L.L.C.	717	$229.4K
Beese Fulmer Investment Management, Inc.	644	$218.5K
Texas Yale Capital Corp.	643	$218.2K
QRG Capital Management, Inc.	642	$217.8K
Segment Wealth Management, LLC	640	$217.2K
Wealthspire Advisors, LLC	639	$216.8K
GTS Securities LLC	623	$211.4K
Axxcess Wealth Management, LLC	618	$209.6K
Evoke Wealth, LLC	604	$205.1K
Essex Financial Services, Inc.	595	$201.9K
Somerset Trust Co	594	$201.6K
Flagship Harbor Advisors, LLC	424	$144.0K
Bayforest Capital Ltd	370	$125.6K
Sentry Investment Management LLC	116	$39.0K
Cullen/Frost Bankers, Inc.	110	$37.3K
Heritage Wealth Advisors	80	$27.1K
Optiver Holding B.V.	61	$20.7K
Laurel Wealth Advisors LLC	29	$9.84K
Aster Capital Management (DIFC) Ltd	23	$7.80K
Cape Investment Advisory, Inc.	18	$6.11K
Mowery & Schoenfeld Wealth Management, LLC	15	$5.09K
Elyxium Wealth, LLC	15	$4.96K
Howard Hughes Medical Institute	9	$3.05K
Tucker Asset Management LLC	6	$2.04K
Hazlett, Burt & Watson, Inc.	6	$2.00K
Clayton Financial Group LLC	5	$1.70K
Turning Point Benefit Group, Inc.	3	$1.02K
Wealth Watch Advisors, INC	2	$679
Truvestments Capital LLC	1	$339
CoreCap Advisors, LLC	1	$339

Not filed for Q1 2026 yet (12)

Institutions that held Everest Group, Ltd. at the end of Q4 2025 and haven't filed a 13F for Q1 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding EG in Q4 2025 that haven't filed for Q1 2026
Institution	Shares, Q4 2025	Value, Q4 2025
Vanguard Group Inc	5,370,898	$1.82B
Norges Bank	1,857,307	$630.3M
Brandywine Global Investment Management, LLC	25,073	$8.51M
Capitolis Liquid Global Markets LLC	15,000	$5.09M
Forsta Ap-Fonden	9,100	$3.09M
CIBC World Markets Corp	5,838	$1.98M
Kempner Capital Management Inc.	3,040	$999.0K
CIBC Private Wealth Group, LLC	2,383	$808.7K
SG Trading Solutions, LLC	1,305	$443.0K
Global Retirement Partners, LLC	529	$179.5K
DV Equities, LLC	58	$19.7K
ORG Partners LLC	20	$6.78K