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 |
|---|---|---|---|---|---|
| Ingalls & Snyder LLC | 1,382 | $452.0K | 0.02% | −40−2.8% | Reduced |
| Sanchez Gaunt Capital Management, LLC | 1,375 | $449.5K | 0.28% | +1,375 | New |
| TFB Advisors LLC | 1,369 | $447.5K | 0.23% | −186−12.0% | Reduced |
| Rockefeller Capital Management L.P. | 1,361 | $445.0K | 0.00% | −20−1.4% | Reduced |
| Chicago Partners Investment Group LLC | 1,278 | $441.0K | 0.01% | +473+58.8% | Added |
| Schroder Investment Management Group | 1,355 | $438.1K | 0.00% | −1,514−52.8% | Reduced |
| Argent Trust Co | 1,326 | $433.4K | 0.01% | −13−1.0% | Reduced |
| Vontobel Holding Ltd. | 1,313 | $429.2K | 0.00% | +133+11.3% | Added |
| Rowland & Co Investment Counsel | 1,310 | $428.2K | 0.09% | 00.0% | Unchanged |
| AlphaGrep UK Ltd | 1,307 | $427.2K | 0.13% | +229+21.2% | Added |
| Davenport & Co LLC | 1,305 | $426.5K | 0.00% | −12,991−90.9% | Reduced |
| Quantbot Technologies LP | 1,287 | $420.7K | 0.02% | −31,915−96.1% | Reduced |
| Baird Financial Group, Inc. | 1,284 | $419.7K | 0.00% | +59+4.8% | Added |
| Buckingham Strategic Partners | 1,252 | $409.2K | 0.00% | −2,371−65.4% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 1,250 | $408.2K | 0.00% | −42−3.3% | Reduced |
| Sterling Capital Management LLC | 1,244 | $406.6K | 0.01% | −141,906−99.1% | Reduced |
| Natixis | 1,231 | $402.4K | 0.00% | −9,037−88.0% | Reduced |
| Assenagon Asset Management S.A. | 1,218 | $398.1K | 0.00% | −358−22.7% | Reduced |
| North Dakota State Investment Board | 1,213 | $396.5K | 0.02% | −232−16.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 1,211 | $396.0K | 0.00% | −112−8.5% | Reduced |
| Hancock Whitney Corp | 1,103 | $393.5K | 0.01% | −128−10.4% | Reduced |
| GAMMA Investing LLC | 1,185 | $387.3K | 0.02% | +602+103.3% | Added |
| PAX Financial Group, LLC | 1,175 | $384.0K | 0.07% | −126−9.7% | Reduced |
| MML Investors Services, LLC | 1,163 | $380.1K | 0.00% | −1,153−49.8% | Reduced |
| Metis Global Partners, LLC | 1,162 | $379.8K | 0.01% | −169−12.7% | Reduced |
| Lido Advisors, LLC | 1,153 | $377.0K | 0.00% | +355+44.5% | Added |
| Securian Asset Management, Inc | 1,152 | $376.5K | 0.01% | 00.0% | Unchanged |
| Horizon Investments, LLC | 1,148 | $375.2K | 0.00% | +87+8.2% | Added |
| MUFG Securities Americas Inc. | 1,126 | $368.0K | 0.02% | −5−0.4% | Reduced |
| Truist Financial Corp | 1,113 | $363.9K | 0.00% | −69,996−98.4% | Reduced |
| Aigen Investment Management, LP | 1,109 | $362.5K | 0.09% | −1,044−48.5% | Reduced |
| E&G Advisors, LP | 1,100 | $361.4K | 0.08% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,101 | $359.9K | 0.01% | +189+20.7% | Added |
| Wellington Shields & Co., LLC | 1,100 | $359.5K | 0.09% | 00.0% | Unchanged |
| Inceptionr LLC | 1,095 | $357.9K | 0.09% | +1,095 | New |
| Ossiam | 1,084 | $354.3K | 0.01% | −30−2.7% | Reduced |
| Van Den Berg Management I, Inc | 1,082 | $353.7K | 0.08% | −158−12.7% | Reduced |
| Curat Global, LLC | 1,074 | $351.1K | 0.35% | −480−30.9% | Reduced |
| Nomura Holdings Inc | 1,072 | $350.4K | 0.00% | −184−14.6% | Reduced |
| Checchi Capital Advisers, LLC | 1,066 | $348.3K | 0.02% | +100+10.4% | Added |
| R Squared Ltd | 1,058 | $345.8K | 0.19% | +447+73.2% | Added |
| BayBridge Capital Group, LLC | 1,017 | $345.0K | 0.21% | 00.0% | Unchanged |
| Legacy Private Trust Co. | 1,050 | $343.2K | 0.02% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 1,043 | $340.9K | 0.01% | +1,043 | New |
| Algert Global LLC | 1,040 | $339.9K | 0.01% | +130+14.3% | Added |
| EntryPoint Capital, LLC | 1,038 | $339.3K | 0.10% | −69−6.2% | Reduced |
| Walleye Trading LLC | 1,036 | $338.6K | 0.01% | −118−10.2% | Reduced |
| Worthington Financial Partners, LLC | 1,036 | $338.6K | 0.29% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 1,024 | $334.7K | 0.00% | +94+10.1% | Added |
| Fifth Third Bancorp | 1,018 | $332.7K | 0.00% | −217−17.6% | Reduced |
| Diversified Trust Co | 1,009 | $329.8K | 0.01% | −2−0.2% | Reduced |
| STRS Ohio | 992 | $324.2K | 0.00% | −2−0.2% | Reduced |
| Sagewood Asset Management LP | 974 | $318.4K | 0.10% | +974 | New |
| V-Square Quantitative Management LLC | 968 | $316.4K | 0.03% | +37+4.0% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 965 | $315.4K | 0.01% | +965 | New |
| Van Eck Associates Corp | 965 | $315.0K | 0.00% | +45+4.9% | Added |
| Retirement Planning Co of New England, Inc. | 964 | $315.0K | 0.13% | +17+1.8% | Added |
| Gateway Wealth Partners, LLC | 954 | $311.9K | 0.01% | +954 | New |
| Siemens Fonds Invest GmbH | 948 | $309.9K | 0.02% | −119−11.2% | Reduced |
| Center For Asset Management LLC | 932 | $305.0K | 0.15% | +42+4.7% | Added |
| Trail Ridge Investment Advisors, LLC | 925 | $302.4K | 0.13% | −420−31.2% | Reduced |
| Qsemble Capital Management, LP | 925 | $302.3K | 0.02% | −14,462−94.0% | Reduced |
| Sanctuary Advisors, LLC | 920 | $300.8K | 0.00% | −1,232−57.2% | Reduced |
| Park Avenue Securities LLC | 918 | $300.0K | 0.00% | +918 | New |
| Atlas Capital Advisors LLC | 916 | $299.4K | 0.03% | 00.0% | Unchanged |
| Laird Norton Trust Company, LLC | 898 | $293.5K | 0.01% | −26−2.8% | Reduced |
| Oslo Pensjonsforsikring AS | 897 | $293.2K | 0.05% | +897 | New |
| Frec Markets, Inc. | 891 | $291.2K | 0.05% | +891 | New |
| Sit Investment Associates Inc | 886 | $290.0K | 0.01% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 880 | $287.6K | 0.00% | +97+12.4% | Added |
| Advyzon Investment Management, LLC | 872 | $285.0K | 0.03% | +37+4.4% | Added |
| Vise Technologies, Inc. | 829 | $281.5K | 0.01% | 00.0% | Unchanged |
| Coastal Bridge Advisors, LLC | 859 | $280.8K | 0.02% | +30+3.6% | Added |
| Wealthfront Advisers LLC | 835 | $272.9K | 0.00% | +127+17.9% | Added |
| Huntington National Bank | 832 | $271.9K | 0.00% | −430−34.1% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 831 | $271.6K | 0.01% | −16−1.9% | Reduced |
| Ostrum Asset Management | 813 | $265.7K | 0.01% | +485+147.9% | Added |
| J. Team Financial, Inc. | 807 | $263.6K | 0.30% | −87−9.7% | Reduced |
| Moors & Cabot, Inc. | 781 | $255.3K | 0.01% | +56+7.7% | 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 |
| Cambient Family Office, LLC | 765 | $250.0K | 0.03% | +23+3.1% | 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 |
| Brown Brothers Harriman & Co | 734 | $239.9K | 0.00% | +563+329.2% | Added |
| Bank of Stockton | 730 | $238.6K | 0.07% | −350−32.4% | Reduced |
| Pensionmark Financial Group, LLC | 723 | $236.2K | 0.00% | −193−21.1% | Reduced |
| Brevan Howard Capital Management LP | 710 | $232.1K | 0.00% | +710 | New |
| Red Door Wealth Management, LLC | 707 | $231.2K | 0.02% | +27+4.0% | Added |
| TCW Group Inc | 704 | $230.1K | 0.00% | +34+5.1% | Added |
| Skopos Labs, Inc. | 693 | $226.5K | 0.01% | +693 | New |
| Canvas Wealth Advisors, LLC | 691 | $225.9K | 0.04% | +28+4.2% | Added |
| Everence Capital Management Inc | 679 | $222.0K | 0.01% | −1,055−60.8% | Reduced |
| Fieldview Capital Management, LLC | 673 | $220.0K | 0.06% | +673 | New |
| Kera Capital Partners, Inc. | 665 | $217.4K | 0.03% | −94−12.4% | Reduced |
| Tred Avon Family Wealth, LLC | 657 | $214.7K | 0.07% | +40+6.5% | Added |
| Perigon Wealth Management, LLC | 635 | $207.6K | 0.00% | −404−38.9% | Reduced |
| MBA Advisors LLC | 632 | $206.6K | 0.08% | −101−13.8% | Reduced |
| Smithfield Trust Co | 630 | $205.0K | 0.01% | 00.0% | Unchanged |
| Summitry LLC | 618 | $202.0K | 0.01% | +618 | New |