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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
Abel Hall, LLC––––Not filed
Moors & Cabot, Inc.––––Not filed
Transcend Wealth Collective, LLC––––Not filed
Tower Research Capital LLC (TRC)––––Not filed
Elyxium Wealth, LLC––––Not filed
Jones Financial Companies LLLP––––Not filed
MBA Advisors LLC––––Not filed
Vontobel Holding Ltd.––––Not filed
Bank of Stockton––––Not filed
Fifth Third Wealth Advisors LLC––––Not filed
Pensionmark Financial Group, LLC––––Not filed
QRG Capital Management, Inc.––––Not filed
Smithfield Trust Co––––Not filed
111 Capital––––Not filed
Atria Investments LLC––––Not filed
Drive Wealth Management, LLC––––Not filed
Personal Cfo Solutions, LLC––––Not filed
American Trust––––Not filed
Somerset Trust Co––––Not filed
Beese Fulmer Investment Management, Inc.––––Not filed
Voleon Capital Management LP––––Not filed
VestGen Advisors, LLC––––Not filed
Clearstead Advisors, LLC––––Not filed
Parcion Private Wealth LLC––––Not filed
Global Retirement Partners, LLC––––Not filed
Webster Bank, N. A.––––Not filed
New Age Alpha Advisors, LLC––––Not filed
Centaurus Financial, Inc.––––Not filed
Banque Cantonale Vaudoise––––Not filed
Signaturefd, LLC––––Not filed
Rothschild Investment LLC––––Not filed
Mather Group, LLC.––––Not filed
EverSource Wealth Advisors, LLC––––Not filed
Rossby Financial, LCC––––Not filed
Ronald Blue Trust, Inc.––––Not filed
Ameritas Investment Partners, Inc.––––Not filed
Ancora Advisors, LLC––––Not filed
Grove Bank & Trust––––Not filed
Private Trust Co NA––––Not filed
SJS Investment Consulting Inc.––––Not filed
Asset Dedication, LLC––––Not filed
Transamerica Financial Advisors, Inc.––––Not filed
Covestor Ltd––––Not filed
Employees Retirement System of Texas––––Not filed
USA Financial Formulas––––Not filed
First Financial Corp––––Not filed
Bayforest Capital Ltd––––Not filed
True Wealth Design, LLC––––Not filed
Umb Bank N A––––Not filed
Institute for Wealth Management, LLC.––––Not filed
Custom Index Systems, LLC––––Not filed
Bruce G. Allen Investments, LLC––––Not filed
WealthCollab, LLC––––Not filed
Essential Partners LLC––––Not filed
IFP Advisors, Inc––––Not filed
Colonial Trust Co––––Not filed
Bryn Mawr Trust Co––––Not filed
Fedenia Advisers LLC––––Not filed
Montag A & Associates Inc––––Not filed
Parkside Financial Bank & Trust––––Not filed
Onefund, LLC––––Not filed
Cary Street Partner Investment Advisory LLC––––Not filed
Thompson Investment Management, Inc.––––Not filed
Golden State Wealth Management, LLC––––Not filed
WPG Advisers, LLC––––Not filed
Horizon Investments, LLC––––Not filed
Activest Wealth Management––––Not filed
Continuum Advisory, LLC––––Not filed
Larson Financial Group LLC––––Not filed
Cromwell Holdings LLC––––Not filed
Central Trust Co––––Not filed
Eastern Bank––––Not filed
TSFG, LLC––––Not filed
DT Investment Partners, LLC––––Not filed
CVA Family Office, LLC––––Not filed
Trifecta Capital Advisors, LLC––––Not filed
Chesapeake Asset Management LLC––––Not filed
Cornerstone Planning Group LLC––––Not filed
Vanguard National Trust Co––––Not filed
TD Private Client Wealth LLC––––Not filed
TD Waterhouse Canada Inc.––––Not filed
Pinnacle Wealth Planning Services, Inc.––––Not filed
Moisand Fitzgerald Tamayo, LLC––––Not filed
Caldwell Trust Co––––Not filed
Alpine Bank Wealth Management––––Not filed
Cassaday & Co Wealth Management LLC––––Not filed
Sachetta, LLC––––Not filed
Piscataqua Savings Bank––––Not filed
Ameritas Advisory Services, LLC––––Not filed
Zions Bancorporation, National Association––––Not filed
Deseret Mutual Benefit Administrators––––Not filed
Cedar Mountain Advisors, LLC––––Not filed
LRI Investments, LLC––––Not filed
Smartleaf Asset Management LLC––––Not filed
Massmutual Trust Co FSB––––Not filed
Keating Financial Advisory Services, Inc.––––Not filed
GHP Investment Advisors, Inc.––––Not filed
Barrett & Company, Inc.––––Not filed
Measured Wealth Private Client Group, LLC––––Not filed
E Fund Management (Hong Kong) Co., Ltd.––––Not filed