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.
| 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, Q2 2026
Shares, value and share of portfolio for each institution holding Everest Group, Ltd.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Deseret Mutual Benefit Administrators | 46 | $16.4K | 0.01% | +46 | New |
| Zions Bancorporation, National Association | 50 | $17.9K | 0.00% | −13−20.6% | Reduced |
| Ameritas Advisory Services, LLC | 53 | $18.9K | 0.00% | −2,113−97.6% | Reduced |
| Piscataqua Savings Bank | 56 | $20.0K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 60 | $21.4K | 0.01% | −7−10.4% | Reduced |
| Cassaday & Co Wealth Management LLC | 60 | $21.4K | 0.00% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 61 | $21.8K | 0.00% | +61 | New |
| Caldwell Trust Co | 62 | $22.1K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 64 | $22.9K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 65 | $23.2K | 0.00% | +2+3.2% | Added |
| TD Waterhouse Canada Inc. | 65 | $23.4K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 66 | $23.6K | 0.00% | +14+26.9% | Added |
| Vanguard National Trust Co | 67 | $23.9K | 0.00% | −17−20.2% | Reduced |
| Cornerstone Planning Group LLC | 71 | $26.4K | 0.00% | +1+1.4% | Added |
| Chesapeake Asset Management LLC | 76 | $27.1K | 0.02% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 80 | $28.6K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 81 | $28.9K | 0.00% | +5+6.6% | Added |
| DT Investment Partners, LLC | 82 | $29.3K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 90 | $32.0K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 90 | $32.2K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 91 | $32.5K | 0.00% | −100−52.4% | Reduced |
| Cromwell Holdings LLC | 94 | $33.6K | 0.02% | +5+5.6% | Added |
| Larson Financial Group LLC | 94 | $33.6K | 0.00% | +53+129.3% | Added |
| Continuum Advisory, LLC | 96 | $34.3K | 0.00% | −17,310−99.4% | Reduced |
| Activest Wealth Management | 100 | $35.7K | 0.01% | +1+1.0% | Added |
| Horizon Investments, LLC | 1,298 | $36.3K | 0.00% | +150+13.1% | Added |
| WPG Advisers, LLC | 103 | $36.8K | 0.02% | +7+7.3% | Added |
| Golden State Wealth Management, LLC | 103 | $36.8K | 0.00% | +103 | New |
| Thompson Investment Management, Inc. | 104 | $37.2K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 107 | $38.2K | 0.01% | +15+16.3% | Added |
| Onefund, LLC | 107 | $38.2K | 0.02% | −8−7.0% | Reduced |
| Parkside Financial Bank & Trust | 108 | $38.6K | 0.00% | +4+3.8% | Added |
| Montag A & Associates Inc | 110 | $39.3K | 0.00% | 00.0% | Unchanged |
| Fedenia Advisers LLC | 111 | $39.7K | 0.01% | +111 | New |
| Bryn Mawr Trust Co | 115 | $41.1K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 127 | $45.4K | 0.00% | −19−13.0% | Reduced |
| Colonial Trust Co | 127 | $45.4K | 0.01% | 00.0% | Unchanged |
| Essential Partners LLC | 130 | $46.4K | 0.02% | −66−33.7% | Reduced |
| WealthCollab, LLC | 153 | $54.7K | 0.02% | +105+218.8% | Added |
| Bruce G. Allen Investments, LLC | 154 | $55.0K | 0.04% | +10+6.9% | Added |
| Custom Index Systems, LLC | 165 | $58.9K | 0.02% | +165 | New |
| Institute for Wealth Management, LLC. | 168 | $59.8K | 0.01% | +168 | New |
| Umb Bank N A | 180 | $64.3K | 0.00% | −22−10.9% | Reduced |
| True Wealth Design, LLC | 187 | $66.8K | 0.02% | +79+73.1% | Added |
| Bayforest Capital Ltd | 189 | $67.5K | 0.06% | +189 | New |
| First Financial Corp | 200 | $71.4K | 0.02% | 00.0% | Unchanged |
| USA Financial Formulas | 212 | $75.7K | 0.01% | +212 | New |
| Employees Retirement System of Texas | 215 | $77.0K | 0.00% | +215 | New |
| Covestor Ltd | 218 | $78.0K | 0.05% | +39+21.8% | Added |
| Transamerica Financial Advisors, Inc. | 225 | $80.5K | 0.01% | −2−0.9% | Reduced |
| Asset Dedication, LLC | 250 | $89.3K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 258 | $92.2K | 0.01% | +6+2.4% | Added |
| Private Trust Co NA | 268 | $95.7K | 0.01% | +22+8.9% | Added |
| Grove Bank & Trust | 281 | $100.4K | 0.01% | −7−2.4% | Reduced |
| Ancora Advisors, LLC | 325 | $116.1K | 0.00% | −66−16.9% | Reduced |
| Ameritas Investment Partners, Inc. | 350 | $125.0K | 0.00% | −26−6.9% | Reduced |
| Ronald Blue Trust, Inc. | 359 | $128.2K | 0.00% | −192−34.8% | Reduced |
| Rossby Financial, LCC | 366 | $130.7K | 0.02% | −2−0.5% | Reduced |
| EverSource Wealth Advisors, LLC | 371 | $132.5K | 0.00% | −70−15.9% | Reduced |
| Mather Group, LLC. | 424 | $151.5K | 0.00% | +34+8.7% | Added |
| Rothschild Investment LLC | 427 | $152.5K | 0.01% | −309−42.0% | Reduced |
| Signaturefd, LLC | 431 | $154.0K | 0.00% | +93+27.5% | Added |
| Centaurus Financial, Inc. | 431 | $154.0K | 0.01% | −2−0.5% | Reduced |
| Banque Cantonale Vaudoise | 430 | $154.0K | 0.01% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 468 | $167.2K | 0.01% | −13,866−96.7% | Reduced |
| Webster Bank, N. A. | 500 | $178.6K | 0.02% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 510 | $182.2K | 0.00% | +510 | New |
| Parcion Private Wealth LLC | 560 | $200.0K | 0.01% | +560 | New |
| CX Institutional | 564 | $201.0K | 0.01% | +5+0.9% | Added |
| Clearstead Advisors, LLC | 564 | $201.5K | 0.00% | +463+458.4% | Added |
| VestGen Advisors, LLC | 576 | $205.8K | 0.01% | +576 | New |
| Voleon Capital Management LP | 580 | $207.2K | 0.00% | −2,860−83.1% | Reduced |
| Beese Fulmer Investment Management, Inc. | 598 | $213.6K | 0.01% | +598 | New |
| Somerset Trust Co | 606 | $216.5K | 0.06% | +606 | New |
| American Trust | 611 | $218.3K | 0.02% | +611 | New |
| Personal Cfo Solutions, LLC | 613 | $219.0K | 0.03% | −2−0.3% | Reduced |
| Drive Wealth Management, LLC | 615 | $219.7K | 0.04% | +615 | New |
| Atria Investments LLC | 617 | $220.4K | 0.00% | +617 | New |
| 111 Capital | 627 | $224.0K | 0.04% | +627 | New |
| Smithfield Trust Co | 630 | $225.0K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 634 | $226.5K | 0.02% | +163+34.6% | Added |
| QRG Capital Management, Inc. | 634 | $226.7K | 0.00% | +634 | New |
| Pensionmark Financial Group, LLC | 693 | $227.9K | 0.00% | −30−4.1% | Reduced |
| Fifth Third Wealth Advisors LLC | 642 | $229.3K | 0.01% | +642 | New |
| Bank of Stockton | 647 | $231.1K | 0.06% | −83−11.4% | Reduced |
| Vontobel Holding Ltd. | 647 | $231.1K | 0.00% | −666−50.7% | Reduced |
| MBA Advisors LLC | 666 | $237.9K | 0.08% | +34+5.4% | Added |
| Jones Financial Companies LLLP | 677 | $240.7K | 0.00% | +90+15.3% | Added |
| Elyxium Wealth, LLC | 677 | $241.8K | 0.03% | +677 | New |
| Tower Research Capital LLC (TRC) | 686 | $245.1K | 0.01% | −1,007−59.5% | Reduced |
| Transcend Wealth Collective, LLC | 688 | $245.8K | 0.02% | +688 | New |
| Moors & Cabot, Inc. | 689 | $246.1K | 0.01% | −92−11.8% | Reduced |
| Abel Hall, LLC | 690 | $246.4K | 0.04% | +690 | New |
| Tred Avon Family Wealth, LLC | 703 | $251.2K | 0.08% | +46+7.0% | Added |
| Red Door Wealth Management, LLC | 703 | $251.2K | 0.02% | −4−0.6% | Reduced |
| Everence Capital Management Inc | 706 | $252.0K | 0.01% | +27+4.0% | Added |
| Perigon Wealth Management, LLC | 709 | $253.3K | 0.00% | +74+11.7% | Added |
| Citizens Financial Group Inc | 721 | $257.7K | 0.00% | +721 | New |
| Parallel Advisors, LLC | 731 | $261.1K | 0.00% | −36−4.7% | Reduced |
| Cambient Family Office, LLC | 741 | $264.7K | 0.03% | −24−3.1% | Reduced |