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Livermore
Livermore
ZHEN

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, Q1 2026

Institutional positions in Everest Group, Ltd. as of Mar 31, 2026. 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
670
−3 vs. Q4 2025
Shares held
36.7M
+4.57M (+14.3%) vs. Q4 2025
Total value
$12.0B
+$1.10B (+10.1%) vs. Q4 2025
New holders
77
244 more added
Sold out
80
253 more reduced

12 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2026: 670 institutions
Q1 2021: 464 institutionsQ2 2021: 455 institutionsQ3 2021: 466 institutionsQ4 2021: 479 institutionsQ1 2022: 513 institutionsQ2 2022: 532 institutionsQ3 2022: 510 institutionsQ4 2022: 558 institutionsQ1 2023: 583 institutionsQ2 2023: 582 institutionsQ3 2023: 590 institutionsQ4 2023: 669 institutionsQ1 2024: 640 institutionsQ2 2024: 631 institutionsQ3 2024: 675 institutionsQ4 2024: 694 institutionsQ1 2025: 678 institutionsQ2 2025: 673 institutionsQ3 2025: 677 institutionsQ4 2025: 685 institutionsQ1 2026: 670 institutionsQ2 2026: 690 institutions
Value heldQ1 2026: $12.0B
Q1 2021: $9.29BQ2 2021: $9.58BQ3 2021: $9.38BQ4 2021: $10.2BQ1 2022: $11.1BQ2 2022: $10.2BQ3 2022: $9.66BQ4 2022: $12.1BQ1 2023: $13.1BQ2 2023: $13.7BQ3 2023: $15.1BQ4 2023: $14.2BQ1 2024: $16.2BQ2 2024: $15.4BQ3 2024: $15.8BQ4 2024: $14.6BQ1 2025: $14.7BQ2 2025: $13.6BQ3 2025: $13.5BQ4 2025: $13.4BQ1 2026: $12.0BQ2 2026: $14.2B
Institutions holding EG and their total value by quarter
QuarterHoldersValue
Q2 2026690$14.2B
Q1 2026670$12.0B
Q4 2025685$13.4B
Q3 2025677$13.5B
Q2 2025673$13.6B
Q1 2025678$14.7B
Q4 2024694$14.6B
Q3 2024675$15.8B
Q2 2024631$15.4B
Q1 2024640$16.2B
Q4 2023669$14.2B
Q3 2023590$15.1B
Q2 2023582$13.7B
Q1 2023583$13.1B
Q4 2022558$12.1B
Q3 2022510$9.66B
Q2 2022532$10.2B
Q1 2022513$11.1B
Q4 2021479$10.2B
Q3 2021466$9.38B
Q2 2021455$9.58B
Q1 2021464$9.29B

Institutions, Q1 2026

Shares, value and share of portfolio for each institution holding Everest Group, Ltd.; share changes are against Q4 2025.

Institutions holding EG in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Avion Wealth2$00.00%+2New
Y.D. More Investments Ltd26$270.00%−4−13.3%Reduced
Anchor Investment Management, LLC0$1260.00%0Unchanged
TFC Financial Management1$3270.00%00.0%Unchanged
Seneschal Advisors, LLC1$3270.00%00.0%Unchanged
Redwood Park Advisors LLC1$3270.00%00.0%Unchanged
Motco1$3270.00%00.0%Unchanged
WestEnd Advisors, LLC1$3270.00%00.0%Unchanged
Principia Wealth Advisory, LLC1$3270.00%00.0%Unchanged
Aventura Private Wealth, LLC1$3270.00%00.0%Unchanged
Curio Wealth, LLC1$3270.00%+1New
Westfuller Advisors, LLC1$3290.00%00.0%Unchanged
Key Financial Inc2$6540.00%−157−98.7%Reduced
HFM Investment Advisors, LLC2$6540.00%−1−33.3%Reduced
Evolution Wealth Management Inc.2$6540.00%00.0%Unchanged
1015 Capital Partners, LLC2$6540.00%00.0%Unchanged
Financial Consulate, Inc2$6540.00%+2New
Vermillion Wealth Management, Inc.2$6540.00%+2New
Burk Holdings LLC2$6540.00%+2New
Dunhill Financial, LLC2$7170.00%00.0%Unchanged
Crewe Advisors LLC3$9810.00%00.0%Unchanged
Prestige Wealth Management Group LLC3$9810.00%00.0%Unchanged
Westside Investment Management, Inc.3$9810.00%00.0%Unchanged
Picton Mahoney Asset Management3$9810.00%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC3$9810.00%+1+50.0%Added
ZRC Wealth Management, LLC3$9810.00%+3New
Bare Financial Services, Inc3$9810.00%+3New
Clark Wealth Partners3$9810.00%+3New
Silver Grove Financial Group, Inc.3$9810.00%+3New
Vanguard Advisers Inc3$9990.00%+3New
Ogorek Anthony Joseph5$1.00K0.00%00.0%Unchanged
Hughes Financial Services, LLC4$1.31K0.00%+2+100.0%Added
Corsicana & Co.4$1.45K0.00%+4New
Basecamp Wealth Advisors LLC5$1.63K0.00%+3+150.0%Added
Johnson Financial Group, Inc.6$1.96K0.00%00.0%Unchanged
JNBA Financial Advisors6$1.96K0.00%00.0%Unchanged
Clear Street Markets LLC7$2.29K0.00%−54−88.5%Reduced
HM Payson & Co7$2.29K0.00%00.0%Unchanged
Marquette Asset Management, LLC7$2.29K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.7$2.29K0.00%00.0%Unchanged
Financial Management Professionals, Inc.7$2.29K0.00%00.0%Unchanged
Torren Management, LLC7$2.33K0.00%−5−41.7%Reduced
CWM Advisors, LLC8$2.60K0.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC8$2.61K0.00%+4+100.0%Added
Spire Wealth Management8$2.62K0.00%+3+60.0%Added
Private Wealth Management Group, LLC9$2.94K0.00%00.0%Unchanged
Rialto Wealth Management, LLC9$2.94K0.00%+6+200.0%Added
SHP Wealth Management9$3.05K0.00%−7−43.8%Reduced
Ares Financial Consulting, LLC10$3.24K0.00%00.0%Unchanged
North Star Investment Management Corp.10$3.27K0.00%+2+25.0%Added
Wall Street Financial Group, Inc.10$3.27K0.00%+10New
Bogart Wealth, LLC11$3.60K0.00%+9+450.0%Added
Abound Wealth Management11$3.60K0.00%00.0%Unchanged
Twin Peaks Wealth Advisors, LLC12$3.92K0.00%+12New
GW&K Investment Management, LLC13$4.00K0.00%−10−43.5%Reduced
Harbor Investment Advisory, LLC13$4.25K0.00%00.0%Unchanged
Winch Advisory Services, LLC13$4.25K0.00%00.0%Unchanged
Park Square Financial Group, LLC13$4.25K0.03%+2+18.2%Added
Darwin Advisors, LLC13$4.28K0.00%−612−97.9%Reduced
Raffa Wealth Management, LLC14$4.58K0.00%+1+7.7%Added
Steigerwald, Gordon & Koch Inc.15$4.90K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC16$5.23K0.00%−13−44.8%Reduced
Kemnay Advisory Services Inc.16$5.23K0.00%+16New
RWM Asset Management, LLC17$5.56K0.00%+17New
Golden State Equity Partners17$5.56K0.00%+17New
Kilter Group LLC17$5.56K0.00%+14+466.7%Added
Sound Income Strategies, LLC18$5.81K0.00%−3−14.3%Reduced
Hollencrest Capital Management20$6.54K0.00%00.0%Unchanged
Fideuram Asset Management (Ireland) dac20$6.72K0.00%−3,044−99.3%Reduced
Legacy Wealth Managment, LLC21$6.86K0.00%−11−34.4%Reduced
Manchester Capital Management LLC21$6.86K0.00%00.0%Unchanged
FWL Investment Management, LLC21$6.86K0.00%00.0%Unchanged
Fortitude Family Office, LLC21$6.86K0.00%+12+133.3%Added
SBI Securities Co., Ltd.23$7.46K0.00%+14+155.6%Added
Princeton Global Asset Management LLC23$7.52K0.00%00.0%Unchanged
UMA Financial Services, Inc.24$7.84K0.00%+13+118.2%Added
Bell Investment Advisors, Inc25$8.17K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc26$8.50K0.00%00.0%Unchanged
Harbour Investments, Inc.27$8.82K0.00%−2−6.9%Reduced
South State Corp.27$8.82K0.00%00.0%Unchanged
MV Capital Management, Inc.28$9.15K0.00%00.0%Unchanged
Archer Investment Corp30$9.81K0.00%+30New
Caitlin John, LLC33$10.7K0.01%00.0%Unchanged
Atlantic Trust, LLC34$11.1K0.00%+23+209.1%Added
Prosperity Bancshares Inc34$11.1K0.01%+33+3,300.0%Added
Highline Wealth Partners LLC36$11.8K0.00%+35+3,500.0%Added
Investors Research Corp38$12.4K0.00%00.0%Unchanged
Barrett & Company, Inc.40$13.1K0.00%00.0%Unchanged
Measured Wealth Private Client Group, LLC40$13.1K0.00%00.0%Unchanged
Rakuten Securities, Inc.40$13.1K0.01%+10+33.3%Added
GHP Investment Advisors, Inc.41$13.4K0.00%00.0%Unchanged
Keating Financial Advisory Services, Inc.41$13.4K0.00%+14+51.9%Added
Larson Financial Group LLC41$13.4K0.00%+25+156.3%Added
LRI Investments, LLC42$13.7K0.00%+3+7.7%Added
Smartleaf Asset Management LLC43$14.2K0.00%−15−25.9%Reduced
Cedar Mountain Advisors, LLC46$15.0K0.00%+46New
WealthCollab, LLC48$15.7K0.01%+48New
TD Private Client Wealth LLC52$17.0K0.00%−2−3.7%Reduced
Innovative Asset Advisors Group, LLC53$17.3K0.01%+53New
Piscataqua Savings Bank56$18.3K0.01%00.0%Unchanged