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 |
|---|---|---|---|---|---|
| GenTrust, LLC | 616 | $201.3K | 0.01% | −258−29.5% | Reduced |
| Personal Cfo Solutions, LLC | 615 | $201.0K | 0.03% | −5−0.8% | Reduced |
| Blair William & Co | 612 | $200.1K | 0.00% | −161−20.8% | Reduced |
| Quent Capital, LLC | 608 | $198.8K | 0.01% | −109−15.2% | Reduced |
| Allworth Financial LP | 580 | $189.6K | 0.00% | −127−18.0% | Reduced |
| Jones Financial Companies LLLP | 587 | $186.7K | 0.00% | −285−32.7% | Reduced |
| CX Institutional | 559 | $183.0K | 0.01% | −93−14.3% | Reduced |
| Walleye Capital LLC | 557 | $182.1K | 0.00% | −229−29.1% | Reduced |
| Ronald Blue Trust, Inc. | 551 | $180.1K | 0.00% | −227−29.2% | Reduced |
| Webster Bank, N. A. | 500 | $163.4K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 471 | $153.9K | 0.02% | +153+48.1% | Added |
| EverSource Wealth Advisors, LLC | 441 | $144.1K | 0.00% | −623−58.6% | Reduced |
| Centaurus Financial, Inc. | 433 | $142.0K | 0.01% | −6−1.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 432 | $141.2K | 0.00% | +22+5.4% | Added |
| Banque Cantonale Vaudoise | 430 | $141.0K | 0.01% | +430 | New |
| Ancora Advisors, LLC | 391 | $127.8K | 0.00% | +12+3.2% | Added |
| Mather Group, LLC. | 390 | $127.5K | 0.00% | +390 | New |
| Advisory Services Network, LLC | 387 | $126.6K | 0.00% | +387 | New |
| Ameritas Investment Partners, Inc. | 376 | $122.9K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 370 | $120.9K | 0.00% | −968−72.3% | Reduced |
| Rossby Financial, LCC | 368 | $119.2K | 0.02% | +66+21.9% | Added |
| Signaturefd, LLC | 338 | $110.5K | 0.00% | +132+64.1% | Added |
| Grove Bank & Trust | 288 | $94.1K | 0.01% | −1−0.3% | Reduced |
| SJS Investment Consulting Inc. | 252 | $82.4K | 0.01% | +116+85.3% | Added |
| Hantz Financial Services, Inc. | 251 | $82.0K | 0.00% | +103+69.6% | Added |
| Asset Dedication, LLC | 250 | $81.7K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 246 | $80.4K | 0.01% | −9−3.5% | Reduced |
| Transamerica Financial Advisors, Inc. | 227 | $74.4K | 0.01% | −5−2.2% | Reduced |
| Umb Bank N A | 202 | $66.0K | 0.00% | +52+34.7% | Added |
| First Financial Corp | 200 | $65.4K | 0.03% | 00.0% | Unchanged |
| Essential Partners LLC | 196 | $64.1K | 0.02% | −400−67.1% | Reduced |
| Central Trust Co | 191 | $62.4K | 0.00% | −92−32.5% | Reduced |
| Covestor Ltd | 179 | $59.0K | 0.04% | −47−20.8% | Reduced |
| Root Financial Partners, LLC | 165 | $53.9K | 0.00% | +68+70.1% | Added |
| TopTier Wealth Management, LLC | 160 | $52.3K | 0.03% | +160 | New |
| IFP Advisors, Inc | 146 | $47.7K | 0.00% | −354−70.8% | Reduced |
| Bruce G. Allen Investments, LLC | 144 | $47.1K | 0.03% | 00.0% | Unchanged |
| Colonial Trust Co | 127 | $41.5K | 0.01% | −421−76.8% | Reduced |
| Bryn Mawr Trust Co | 115 | $37.6K | 0.00% | 00.0% | Unchanged |
| Onefund, LLC | 115 | $37.3K | 0.02% | −9−7.3% | Reduced |
| Quarry LP | 111 | $36.3K | 0.01% | +111 | New |
| Montag A & Associates Inc | 110 | $36.0K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 108 | $35.3K | 0.01% | −48−30.8% | Reduced |
| Parkside Financial Bank & Trust | 104 | $34.0K | 0.00% | −10−8.8% | Reduced |
| Thompson Investment Management, Inc. | 104 | $34.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 101 | $33.0K | 0.00% | −1,025−91.0% | Reduced |
| SRS Capital Advisors, Inc. | 97 | $32.6K | 0.00% | +58+148.7% | Added |
| Activest Wealth Management | 99 | $32.4K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 96 | $31.4K | 0.02% | −12−11.1% | Reduced |
| 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 |
| Eastern Bank | 90 | $29.4K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 89 | $29.1K | 0.02% | +1+1.1% | Added |
| TSFG, LLC | 90 | $29.0K | 0.00% | 00.0% | Unchanged |
| Vanguard National Trust Co | 84 | $27.5K | 0.00% | +84 | New |
| DT Investment Partners, LLC | 82 | $26.8K | 0.00% | 00.0% | Unchanged |
| 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 |
| CVA Family Office, LLC | 76 | $24.8K | 0.00% | +51+204.0% | Added |
| Chesapeake Asset Management LLC | 76 | $24.8K | 0.02% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 70 | $24.3K | 0.00% | +8+12.9% | Added |
| Sachetta, LLC | 67 | $21.9K | 0.01% | +54+415.4% | Added |
| TD Waterhouse Canada Inc. | 65 | $21.0K | 0.00% | +65 | New |
| Moisand Fitzgerald Tamayo, LLC | 64 | $20.9K | 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 |
| Caldwell Trust Co | 62 | $20.3K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 61 | $19.9K | 0.00% | −42−40.8% | Reduced |
| Cassaday & Co Wealth Management LLC | 60 | $19.6K | 0.00% | +60 | New |
| Whipplewood Advisors, LLC | 59 | $19.3K | 0.01% | +57+2,850.0% | Added |
| Piscataqua Savings Bank | 56 | $18.3K | 0.01% | 00.0% | Unchanged |
| Innovative Asset Advisors Group, LLC | 53 | $17.3K | 0.01% | +53 | New |
| TD Private Client Wealth LLC | 52 | $17.0K | 0.00% | −2−3.7% | Reduced |
| WealthCollab, LLC | 48 | $15.7K | 0.01% | +48 | New |
| Cedar Mountain Advisors, LLC | 46 | $15.0K | 0.00% | +46 | New |
| Smartleaf Asset Management LLC | 43 | $14.2K | 0.00% | −15−25.9% | Reduced |
| LRI Investments, LLC | 42 | $13.7K | 0.00% | +3+7.7% | Added |
| GHP Investment Advisors, Inc. | 41 | $13.4K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 41 | $13.4K | 0.00% | +14+51.9% | Added |
| Larson Financial Group LLC | 41 | $13.4K | 0.00% | +25+156.3% | Added |
| Barrett & Company, Inc. | 40 | $13.1K | 0.00% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 40 | $13.1K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 40 | $13.1K | 0.01% | +10+33.3% | Added |
| Investors Research Corp | 38 | $12.4K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 36 | $11.8K | 0.00% | +35+3,500.0% | Added |
| Atlantic Trust, LLC | 34 | $11.1K | 0.00% | +23+209.1% | Added |
| Prosperity Bancshares Inc | 34 | $11.1K | 0.01% | +33+3,300.0% | Added |
| Caitlin John, LLC | 33 | $10.7K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 30 | $9.81K | 0.00% | +30 | New |
| MV Capital Management, Inc. | 28 | $9.15K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 27 | $8.82K | 0.00% | −2−6.9% | Reduced |
| South State Corp. | 27 | $8.82K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 26 | $8.50K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 25 | $8.17K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 24 | $7.84K | 0.00% | +13+118.2% | Added |
| Princeton Global Asset Management LLC | 23 | $7.52K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 23 | $7.46K | 0.00% | +14+155.6% | Added |
| Legacy Wealth Managment, LLC | 21 | $6.86K | 0.00% | −11−34.4% | Reduced |
| Manchester Capital Management LLC | 21 | $6.86K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 21 | $6.86K | 0.00% | 00.0% | Unchanged |