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.
| 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, Q1 2026
Shares, value and share of portfolio for each institution holding Everest Group, Ltd.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Whipplewood Advisors, LLC | 59 | $19.3K | 0.01% | +57+2,850.0% | Added |
| Cassaday & Co Wealth Management LLC | 60 | $19.6K | 0.00% | +60 | New |
| Massmutual Trust Co FSB | 61 | $19.9K | 0.00% | −42−40.8% | Reduced |
| Caldwell Trust Co | 62 | $20.3K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 63 | $20.6K | 0.00% | −2−3.1% | Reduced |
| Zions Bancorporation, National Association | 63 | $20.6K | 0.00% | +11+21.2% | Added |
| Moisand Fitzgerald Tamayo, LLC | 64 | $20.9K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 65 | $21.0K | 0.00% | +65 | New |
| Sachetta, LLC | 67 | $21.9K | 0.01% | +54+415.4% | Added |
| Cornerstone Planning Group LLC | 70 | $24.3K | 0.00% | +8+12.9% | Added |
| Chesapeake Asset Management LLC | 76 | $24.8K | 0.02% | 00.0% | Unchanged |
| CVA Family Office, LLC | 76 | $24.8K | 0.00% | +51+204.0% | Added |
| Toth Financial Advisory Corp | 80 | $26.1K | 0.00% | −78−49.4% | Reduced |
| Trifecta Capital Advisors, LLC | 80 | $26.1K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 82 | $26.8K | 0.00% | 00.0% | Unchanged |
| Vanguard National Trust Co | 84 | $27.5K | 0.00% | +84 | New |
| TSFG, LLC | 90 | $29.0K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 89 | $29.1K | 0.02% | +1+1.1% | Added |
| Eastern Bank | 90 | $29.4K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 92 | $30.1K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 92 | $30.1K | 0.01% | +51+124.4% | Added |
| WPG Advisers, LLC | 96 | $31.4K | 0.02% | −12−11.1% | Reduced |
| Activest Wealth Management | 99 | $32.4K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 97 | $32.6K | 0.00% | +58+148.7% | Added |
| Clearstead Advisors, LLC | 101 | $33.0K | 0.00% | −1,025−91.0% | Reduced |
| Thompson Investment Management, Inc. | 104 | $34.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 104 | $34.0K | 0.00% | −10−8.8% | Reduced |
| True Wealth Design, LLC | 108 | $35.3K | 0.01% | −48−30.8% | Reduced |
| Montag A & Associates Inc | 110 | $36.0K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 111 | $36.3K | 0.01% | +111 | New |
| Onefund, LLC | 115 | $37.3K | 0.02% | −9−7.3% | Reduced |
| Bryn Mawr Trust Co | 115 | $37.6K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 127 | $41.5K | 0.01% | −421−76.8% | Reduced |
| Bruce G. Allen Investments, LLC | 144 | $47.1K | 0.03% | 00.0% | Unchanged |
| IFP Advisors, Inc | 146 | $47.7K | 0.00% | −354−70.8% | Reduced |
| TopTier Wealth Management, LLC | 160 | $52.3K | 0.03% | +160 | New |
| Root Financial Partners, LLC | 165 | $53.9K | 0.00% | +68+70.1% | Added |
| Covestor Ltd | 179 | $59.0K | 0.04% | −47−20.8% | Reduced |
| Central Trust Co | 191 | $62.4K | 0.00% | −92−32.5% | Reduced |
| Essential Partners LLC | 196 | $64.1K | 0.02% | −400−67.1% | Reduced |
| First Financial Corp | 200 | $65.4K | 0.03% | 00.0% | Unchanged |
| Umb Bank N A | 202 | $66.0K | 0.00% | +52+34.7% | Added |
| Transamerica Financial Advisors, Inc. | 227 | $74.4K | 0.01% | −5−2.2% | Reduced |
| Private Trust Co NA | 246 | $80.4K | 0.01% | −9−3.5% | Reduced |
| Asset Dedication, LLC | 250 | $81.7K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 251 | $82.0K | 0.00% | +103+69.6% | Added |
| SJS Investment Consulting Inc. | 252 | $82.4K | 0.01% | +116+85.3% | Added |
| Grove Bank & Trust | 288 | $94.1K | 0.01% | −1−0.3% | Reduced |
| Signaturefd, LLC | 338 | $110.5K | 0.00% | +132+64.1% | Added |
| Rossby Financial, LCC | 368 | $119.2K | 0.02% | +66+21.9% | Added |
| GWM Advisors LLC | 370 | $120.9K | 0.00% | −968−72.3% | Reduced |
| Ameritas Investment Partners, Inc. | 376 | $122.9K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 387 | $126.6K | 0.00% | +387 | New |
| Mather Group, LLC. | 390 | $127.5K | 0.00% | +390 | New |
| Ancora Advisors, LLC | 391 | $127.8K | 0.00% | +12+3.2% | Added |
| Banque Cantonale Vaudoise | 430 | $141.0K | 0.01% | +430 | New |
| Steward Partners Investment Advisory, LLC | 432 | $141.2K | 0.00% | +22+5.4% | Added |
| Centaurus Financial, Inc. | 433 | $142.0K | 0.01% | −6−1.4% | Reduced |
| EverSource Wealth Advisors, LLC | 441 | $144.1K | 0.00% | −623−58.6% | Reduced |
| Versant Capital Management, Inc | 471 | $153.9K | 0.02% | +153+48.1% | Added |
| Webster Bank, N. A. | 500 | $163.4K | 0.02% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 551 | $180.1K | 0.00% | −227−29.2% | Reduced |
| Walleye Capital LLC | 557 | $182.1K | 0.00% | −229−29.1% | Reduced |
| CX Institutional | 559 | $183.0K | 0.01% | −93−14.3% | Reduced |
| Jones Financial Companies LLLP | 587 | $186.7K | 0.00% | −285−32.7% | Reduced |
| Allworth Financial LP | 580 | $189.6K | 0.00% | −127−18.0% | Reduced |
| Quent Capital, LLC | 608 | $198.8K | 0.01% | −109−15.2% | Reduced |
| Blair William & Co | 612 | $200.1K | 0.00% | −161−20.8% | Reduced |
| Personal Cfo Solutions, LLC | 615 | $201.0K | 0.03% | −5−0.8% | Reduced |
| GenTrust, LLC | 616 | $201.3K | 0.01% | −258−29.5% | Reduced |
| Summitry LLC | 618 | $202.0K | 0.01% | +618 | New |
| Smithfield Trust Co | 630 | $205.0K | 0.01% | 00.0% | Unchanged |
| MBA Advisors LLC | 632 | $206.6K | 0.08% | −101−13.8% | Reduced |
| Perigon Wealth Management, LLC | 635 | $207.6K | 0.00% | −404−38.9% | Reduced |
| Tred Avon Family Wealth, LLC | 657 | $214.7K | 0.07% | +40+6.5% | Added |
| Kera Capital Partners, Inc. | 665 | $217.4K | 0.03% | −94−12.4% | Reduced |
| Fieldview Capital Management, LLC | 673 | $220.0K | 0.06% | +673 | New |
| Everence Capital Management Inc | 679 | $222.0K | 0.01% | −1,055−60.8% | Reduced |
| Canvas Wealth Advisors, LLC | 691 | $225.9K | 0.04% | +28+4.2% | Added |
| Skopos Labs, Inc. | 693 | $226.5K | 0.01% | +693 | New |
| TCW Group Inc | 704 | $230.1K | 0.00% | +34+5.1% | Added |
| Red Door Wealth Management, LLC | 707 | $231.2K | 0.02% | +27+4.0% | Added |
| Brevan Howard Capital Management LP | 710 | $232.1K | 0.00% | +710 | New |
| Pensionmark Financial Group, LLC | 723 | $236.2K | 0.00% | −193−21.1% | Reduced |
| Bank of Stockton | 730 | $238.6K | 0.07% | −350−32.4% | Reduced |
| Brown Brothers Harriman & Co | 734 | $239.9K | 0.00% | +563+329.2% | Added |
| Rothschild Investment LLC | 736 | $240.6K | 0.01% | −566−43.5% | Reduced |
| CIBC World Markets Inc. | 736 | $240.6K | 0.00% | −34−4.4% | Reduced |
| Cambient Family Office, LLC | 765 | $250.0K | 0.03% | +23+3.1% | Added |
| Patton Fund Management, Inc. | 767 | $250.7K | 0.04% | +62+8.8% | Added |
| Parallel Advisors, LLC | 767 | $250.7K | 0.00% | +316+70.1% | Added |
| Moors & Cabot, Inc. | 781 | $255.3K | 0.01% | +56+7.7% | Added |
| J. Team Financial, Inc. | 807 | $263.6K | 0.30% | −87−9.7% | Reduced |
| Ostrum Asset Management | 813 | $265.7K | 0.01% | +485+147.9% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 831 | $271.6K | 0.01% | −16−1.9% | Reduced |
| Huntington National Bank | 832 | $271.9K | 0.00% | −430−34.1% | Reduced |
| Wealthfront Advisers LLC | 835 | $272.9K | 0.00% | +127+17.9% | Added |
| Coastal Bridge Advisors, LLC | 859 | $280.8K | 0.02% | +30+3.6% | Added |
| Vise Technologies, Inc. | 829 | $281.5K | 0.01% | 00.0% | Unchanged |
| Advyzon Investment Management, LLC | 872 | $285.0K | 0.03% | +37+4.4% | Added |