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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
Fortitude Family Office, LLC21$6.86K0.00%+12+133.3%Added
Fideuram Asset Management (Ireland) dac20$6.72K0.00%−3,044−99.3%Reduced
Hollencrest Capital Management20$6.54K0.00%00.0%Unchanged
Sound Income Strategies, LLC18$5.81K0.00%−3−14.3%Reduced
Kilter Group LLC17$5.56K0.00%+14+466.7%Added
RWM Asset Management, LLC17$5.56K0.00%+17New
Golden State Equity Partners17$5.56K0.00%+17New
JFS Wealth Advisors, LLC16$5.23K0.00%−13−44.8%Reduced
Kemnay Advisory Services Inc.16$5.23K0.00%+16New
Steigerwald, Gordon & Koch Inc.15$4.90K0.00%00.0%Unchanged
Raffa Wealth Management, LLC14$4.58K0.00%+1+7.7%Added
Darwin Advisors, LLC13$4.28K0.00%−612−97.9%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
GW&K Investment Management, LLC13$4.00K0.00%−10−43.5%Reduced
Twin Peaks Wealth Advisors, LLC12$3.92K0.00%+12New
Abound Wealth Management11$3.60K0.00%00.0%Unchanged
Bogart Wealth, LLC11$3.60K0.00%+9+450.0%Added
Wall Street Financial Group, Inc.10$3.27K0.00%+10New
North Star Investment Management Corp.10$3.27K0.00%+2+25.0%Added
Ares Financial Consulting, LLC10$3.24K0.00%00.0%Unchanged
SHP Wealth Management9$3.05K0.00%−7−43.8%Reduced
Private Wealth Management Group, LLC9$2.94K0.00%00.0%Unchanged
Rialto Wealth Management, LLC9$2.94K0.00%+6+200.0%Added
Spire Wealth Management8$2.62K0.00%+3+60.0%Added
Bay Harbor Wealth Management, LLC8$2.61K0.00%+4+100.0%Added
CWM Advisors, LLC8$2.60K0.00%00.0%Unchanged
Torren Management, LLC7$2.33K0.00%−5−41.7%Reduced
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
Johnson Financial Group, Inc.6$1.96K0.00%00.0%Unchanged
JNBA Financial Advisors6$1.96K0.00%00.0%Unchanged
Basecamp Wealth Advisors LLC5$1.63K0.00%+3+150.0%Added
Corsicana & Co.4$1.45K0.00%+4New
Hughes Financial Services, LLC4$1.31K0.00%+2+100.0%Added
Ogorek Anthony Joseph5$1.00K0.00%00.0%Unchanged
Vanguard Advisers Inc3$9990.00%+3New
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
Dunhill Financial, LLC2$7170.00%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
Westfuller Advisors, LLC1$3290.00%00.0%Unchanged
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
Anchor Investment Management, LLC0$1260.00%0Unchanged
Y.D. More Investments Ltd26$270.00%−4−13.3%Reduced
Avion Wealth2$00.00%+2New
Skandinaviska Enskilda Banken AB (publ)0$00.00%−161,621−100.0%Sold out
Point72 Asset Management, L.P.0$00.00%−92,830−100.0%Sold out
Artisan Partners Limited Partnership0$00.00%−73,795−100.0%Sold out
Susquehanna Portfolio Strategies, LLC0$00.00%−34,631−100.0%Sold out
Employees Retirement System of Texas0$00.00%−15,547−100.0%Sold out
La Banque Postale Asset Management SA0$00.00%−12,794−100.0%Sold out
Verition Fund Management LLC0$00.00%−12,408−100.0%Sold out
Freestone Grove Partners LP0$00.00%−12,294−100.0%Sold out
Gator Capital Management, LLC0$00.00%−9,581−100.0%Sold out
Engineers Gate Manager LP0$00.00%−8,818−100.0%Sold out
Swiss Life Asset Management Ltd0$00.00%−7,833−100.0%Sold out
California First Leasing Corp0$00.00%−7,740−100.0%Sold out
Board of the Pension Protection Fund0$00.00%−5,120−100.0%Sold out
Two Sigma Securities, LLC0$00.00%−4,560−100.0%Sold out
Alberta Investment Management Corp0$00.00%−4,400−100.0%Sold out
Entropy Technologies, LP0$00.00%−3,281−100.0%Sold out
Icon Advisers Inc0$00.00%−3,200−100.0%Sold out
Pallas Capital Advisors LLC0$00.00%−3,169−100.0%Sold out
Connor, Clark & Lunn Investment Management Ltd.0$00.00%−2,668−100.0%Sold out
SummitTX Capital, L.P.0$00.00%−2,271−100.0%Sold out
Ipswich Investment Management Co., Inc.0$00.00%−2,250−100.0%Sold out
Capital Insight Partners, LLC0$00.00%−2,158−100.0%Sold out
Verdence Capital Advisors LLC0$00.00%−1,814−100.0%Sold out
DRW Securities, LLC0$00.00%−1,647−100.0%Sold out
Baader Bank INC0$00.00%−1,596−100.0%Sold out
Benjamin Edwards Inc0$00.00%−1,593−100.0%Sold out
Atria Investments LLC0$00.00%−1,349−100.0%Sold out
Greenwood Capital Associates LLC0$00.00%−1,331−100.0%Sold out
MeadowBrook Investment Advisors LLC0$00.00%−1,236−100.0%Sold out
Forum Financial Management, LP0$00.00%−1,227−100.0%Sold out