Skip to main content

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, Q3 2026

Institutional positions in Everest Group, Ltd. as of Sep 30, 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

Q3 2026 data is still coming in (13F filing deadline: Nov 16, 2026), so these numbers are incomplete.

Institutional holders
3
+1 vs. Q2 2026
Shares held
1.28K
+83 (+6.9%) vs. Q2 2026
Total value
$468.1K
+$40.7K (+9.5%) vs. Q2 2026
New holders
1
2 more added
Sold out
0
0 more reduced

688 institutions that held it in Q2 2026 haven't filed for Q3 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2026: 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 holders
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 held
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, Q3 2026

Shares, value and share of portfolio for each institution holding Everest Group, Ltd.; share changes are against Q2 2026.

Institutions holding EG in Q3 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Aull & Monroe Investment Management Corp––––Not filed
Tokio Marine Asset Management Co Ltd––––Not filed
Bartlett & Co. Wealth Management LLC––––Not filed
Westpac Banking Corp––––Not filed
Optimize Financial Inc––––Not filed
Sound Capital Solutions LLC––––Not filed
Henshaw Capital LLC––––Not filed
Sanchez Gaunt Capital Management, LLC––––Not filed
TFB Advisors LLC––––Not filed
Lifeworks Advisors, LLC––––Not filed
Cambridge Investment Research Advisors, Inc.––––Not filed
USS Investment Management Ltd––––Not filed
Buckingham Strategic Partners––––Not filed
Argent Trust Co––––Not filed
Baird Financial Group, Inc.––––Not filed
Evergreen Capital Management LLC––––Not filed
AlphaGrep UK Ltd––––Not filed
Cresset Asset Management, LLC––––Not filed
Old National Bancorp––––Not filed
Savant Capital, LLC––––Not filed
North Dakota State Investment Board––––Not filed
Edgestream Partners, L.P.––––Not filed
Ingalls & Snyder LLC––––Not filed
MML Investors Services, LLC––––Not filed
Dynamic Technology Lab Private Ltd––––Not filed
Rowland & Co Investment Counsel––––Not filed
SRS Capital Advisors, Inc.––––Not filed
Park Avenue Securities LLC––––Not filed
MUFG Securities Americas Inc.––––Not filed
Sterling Capital Management LLC––––Not filed
Beacon Pointe Advisors, LLC––––Not filed
Van Eck Associates Corp––––Not filed
RSM US Wealth Management LLC––––Not filed
Atlas Capital Advisors LLC––––Not filed
PAX Financial Group, LLC––––Not filed
R Squared Ltd––––Not filed
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management––––Not filed
Quadrant Capital Group LLC––––Not filed
Securian Asset Management, Inc––––Not filed
Advisor Group Holdings, Inc.––––Not filed
STRS Ohio––––Not filed
GWM Advisors LLC––––Not filed
Wellington Shields & Co., LLC––––Not filed
E&G Advisors, LP––––Not filed
Gateway Wealth Partners, LLC––––Not filed
Truist Financial Corp––––Not filed
Elevated Capital Advisors, LLC––––Not filed
Coldstream Capital Management Inc––––Not filed
Curat Global, LLC––––Not filed
Legacy Private Trust Co.––––Not filed
Checchi Capital Advisers, LLC––––Not filed
Sanctuary Advisors, LLC––––Not filed
Ci Investments Inc.––––Not filed
EntryPoint Capital, LLC––––Not filed
Hancock Whitney Corp––––Not filed
Fifth Third Bancorp––––Not filed
Davenport & Co LLC––––Not filed
Allworth Financial LP––––Not filed
Brown Brothers Harriman & Co––––Not filed
V-Square Quantitative Management LLC––––Not filed
Wealthfront Advisers LLC––––Not filed
Asahi Life Asset Management Co., Ltd.––––Not filed
Metis Global Partners, LLC––––Not filed
Summit Financial, LLC––––Not filed
Retirement Planning Co of New England, Inc.––––Not filed
Siemens Fonds Invest GmbH––––Not filed
Diversified Trust Co––––Not filed
Kera Capital Partners, Inc.––––Not filed
NewEdge Wealth, LLC––––Not filed
Worthington Financial Partners, LLC––––Not filed
Oslo Pensjonsforsikring AS––––Not filed
Center For Asset Management LLC––––Not filed
Banco Bilbao Vizcaya Argentaria, S.A.––––Not filed
Sit Investment Associates Inc––––Not filed
Laird Norton Trust Company, LLC––––Not filed
Apollon Wealth Management, LLC––––Not filed
Handelsbanken Fonder AB––––Not filed
Quent Capital, LLC––––Not filed
Fragasso Group Inc.––––Not filed
Huntington National Bank––––Not filed
Coastal Bridge Advisors, LLC––––Not filed
Summitry LLC––––Not filed
Van Den Berg Management I, Inc––––Not filed
J. Team Financial, Inc.––––Not filed
Ostrum Asset Management––––Not filed
Rockefeller Capital Management L.P.––––Not filed
Meiji Yasuda Asset Management Co Ltd.––––Not filed
Hantz Financial Services, Inc.––––Not filed
Ossiam––––Not filed
Syon Capital LLC––––Not filed
Caisse de Depot Et Placement du Quebec––––Not filed
Bull Harbor Capital LLC––––Not filed
CIBC World Markets Inc.––––Not filed
Cambient Family Office, LLC––––Not filed
Parallel Advisors, LLC––––Not filed
Citizens Financial Group Inc––––Not filed
Perigon Wealth Management, LLC––––Not filed
Everence Capital Management Inc––––Not filed
Red Door Wealth Management, LLC––––Not filed
Tred Avon Family Wealth, LLC––––Not filed