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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, Q2 2026

Institutional positions in Everest Group, Ltd. as of Jun 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

Institutional holders
690
+25 vs. Q1 2026
Shares held
38.9M
+2.46M (+6.8%) vs. Q1 2026
Total value
$14.2B
+$2.26B (+19.0%) vs. Q1 2026
New holders
84
261 more added
Sold out
59
259 more reduced

5 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 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 holdersQ2 2026: 690 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 heldQ2 2026: $14.2B
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, Q2 2026

Shares, value and share of portfolio for each institution holding Everest Group, Ltd.; share changes are against Q1 2026.

Institutions holding EG in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Westfuller Advisors, LLC0$20.00%−1−100.0%Reduced
Y.D. More Investments Ltd25$300.00%−1−3.8%Reduced
SHP Wealth Management1$3570.00%−8−88.9%Reduced
WestEnd Advisors, LLC1$3570.00%00.0%Unchanged
Principia Wealth Advisory, LLC1$3570.00%00.0%Unchanged
Aventura Private Wealth, LLC1$3570.00%00.0%Unchanged
Mosley Wealth Management1$3570.00%+1New
Cornerstone Financial Management LLC1$3570.00%+1New
Sunrise Financial Services, LLC1$3570.00%+1New
TFC Financial Management1$3580.00%00.0%Unchanged
Seneschal Advisors, LLC1$3580.00%00.0%Unchanged
Redwood Park Advisors LLC1$3580.00%00.0%Unchanged
DecisionPoint Financial, LLC1$3600.00%+1New
Dunhill Financial, LLC1$7120.00%−1−50.0%Reduced
Key Financial Inc2$7140.00%00.0%Unchanged
Evolution Wealth Management Inc.2$7140.00%00.0%Unchanged
Burk Holdings LLC2$7140.00%00.0%Unchanged
1015 Capital Partners, LLC2$7140.00%00.0%Unchanged
Motco2$7140.00%+1+100.0%Added
Meramec Financial Planners, LLC2$7790.00%+2New
Ogorek Anthony Joseph5$1.00K0.00%00.0%Unchanged
Avion Wealth4$1.00K0.00%+2+100.0%Added
Capital Advisors, Ltd. LLC2$1.00K0.00%+2New
Navigoe, LLC3$1.00K0.00%+3New
Abound Wealth Management3$1.07K0.00%−8−72.7%Reduced
Crewe Advisors LLC3$1.07K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC3$1.07K0.00%00.0%Unchanged
Bare Financial Services, Inc3$1.07K0.00%00.0%Unchanged
Clark Wealth Partners3$1.07K0.00%00.0%Unchanged
NBC Securities, Inc.4$1.43K0.00%+4New
American National Bank4$1.43K0.00%+4New
West Paces Advisors Inc.4$1.43K0.00%+4New
Basecamp Wealth Advisors LLC5$1.79K0.00%00.0%Unchanged
Tounjian Advisory Partners, LLC5$1.80K0.00%+5New
Provenance Wealth Advisors, LLC6$2.14K0.00%+6New
JNBA Financial Advisors6$2.14K0.00%00.0%Unchanged
Park Square Financial Group, LLC7$2.50K0.02%−6−46.2%Reduced
HM Payson & Co7$2.50K0.00%00.0%Unchanged
Marquette Asset Management, LLC7$2.50K0.00%00.0%Unchanged
Financial Management Professionals, Inc.7$2.50K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.7$2.50K0.00%00.0%Unchanged
HFM Investment Advisors, LLC7$2.50K0.00%+5+250.0%Added
S&T Bank7$2.50K0.00%+7New
Highline Wealth Partners LLC7$2.52K0.00%−29−80.6%Reduced
Quarry LP8$2.86K0.00%−103−92.8%Reduced
SBI Securities Co., Ltd.8$2.86K0.00%−15−65.2%Reduced
North Star Investment Management Corp.8$2.86K0.00%−2−20.0%Reduced
Bay Harbor Wealth Management, LLC8$2.86K0.00%00.0%Unchanged
William B. Walkup & Associates, Inc.8$2.86K0.00%+8New
GW&K Investment Management, LLC9$3.00K0.00%−4−30.8%Reduced
Whipplewood Advisors, LLC9$3.21K0.00%−50−84.7%Reduced
Clear Street Markets LLC9$3.21K0.00%+2+28.6%Added
Private Wealth Management Group, LLC9$3.22K0.00%00.0%Unchanged
Financial Consulate, Inc9$3.22K0.00%+7+350.0%Added
Torren Management, LLC9$3.26K0.00%+2+28.6%Added
Bogart Wealth, LLC10$3.57K0.00%−1−9.1%Reduced
Ares Financial Consulting, LLC10$3.57K0.00%00.0%Unchanged
Spire Wealth Management11$3.93K0.00%+3+37.5%Added
Creative Capital Management Investments LLC11$3.93K0.00%+11New
Darwin Advisors, LLC11$4.07K0.00%−2−15.4%Reduced
Anchor Investment Management, LLC11$4.07K0.00%+11Added
Hughes Financial Services, LLC12$4.29K0.00%+8+200.0%Added
Harbor Investment Advisory, LLC13$4.64K0.00%00.0%Unchanged
Winch Advisory Services, LLC13$4.64K0.00%00.0%Unchanged
Raffa Wealth Management, LLC14$5.00K0.00%00.0%Unchanged
Rialto Wealth Management, LLC14$5.00K0.00%+5+55.6%Added
Steigerwald, Gordon & Koch Inc.15$5.36K0.00%00.0%Unchanged
Cullen/Frost Bankers, Inc.15$5.36K0.00%+15New
UMA Financial Services, Inc.15$5.36K0.00%−9−37.5%Reduced
Cape Investment Advisory, Inc.18$6.43K0.00%+18New
Kilter Group LLC18$6.43K0.00%+1+5.9%Added
Silver Grove Financial Group, Inc.19$6.79K0.00%+16+533.3%Added
Hollencrest Capital Management20$7.14K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC20$7.14K0.00%+4+25.0%Added
Manchester Capital Management LLC21$7.50K0.00%00.0%Unchanged
Princeton Global Asset Management LLC23$8.22K0.00%00.0%Unchanged
ZRC Wealth Management, LLC24$8.57K0.00%+21+700.0%Added
Atlantic Trust, LLC25$8.93K0.00%−9−26.5%Reduced
Bell Investment Advisors, Inc25$8.93K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc26$9.29K0.00%00.0%Unchanged
Action Point Financial Planning, LLC27$9.29K0.00%+27New
Fortitude Family Office, LLC27$9.64K0.00%+6+28.6%Added
Colonial Trust Advisors31$11.1K0.00%+31New
MV Capital Management, Inc.31$11.1K0.00%+3+10.7%Added
Harbour Investments, Inc.32$11.4K0.00%+5+18.5%Added
Caitlin John, LLC33$11.7K0.01%00.0%Unchanged
Prosperity Bancshares Inc34$12.1K0.01%00.0%Unchanged
Kemnay Advisory Services Inc.36$12.9K0.00%+20+125.0%Added
Investors Research Corp38$13.6K0.00%00.0%Unchanged
Wealth Enhancement Trust Services, Inc.38$13.6K0.00%+38New
Barrett & Company, Inc.40$14.3K0.00%00.0%Unchanged
Measured Wealth Private Client Group, LLC40$14.3K0.00%00.0%Unchanged
Rakuten Securities, Inc.40$14.3K0.00%00.0%Unchanged
E Fund Management (Hong Kong) Co., Ltd.40$14.3K0.00%+40New
GHP Investment Advisors, Inc.41$14.6K0.00%00.0%Unchanged
Massmutual Trust Co FSB43$15.4K0.00%−18−29.5%Reduced
Keating Financial Advisory Services, Inc.43$15.4K0.00%+2+4.9%Added
Smartleaf Asset Management LLC43$15.8K0.00%00.0%Unchanged
LRI Investments, LLC45$16.1K0.00%+3+7.1%Added
Cedar Mountain Advisors, LLC46$16.4K0.00%00.0%Unchanged