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 |
|---|---|---|---|---|---|
| CIBC World Markets Inc. | 748 | $267.2K | 0.00% | +12+1.6% | Added |
| Bull Harbor Capital LLC | 755 | $269.7K | 0.05% | +755 | New |
| Caisse de Depot Et Placement du Quebec | 760 | $271.5K | 0.00% | +760 | New |
| Syon Capital LLC | 765 | $273.3K | 0.01% | +765 | New |
| Ossiam | 781 | $279.0K | 0.00% | −303−28.0% | Reduced |
| Hantz Financial Services, Inc. | 796 | $284.0K | 0.00% | +545+217.1% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 799 | $285.4K | 0.01% | −32−3.9% | Reduced |
| Rockefeller Capital Management L.P. | 812 | $290.4K | 0.00% | −549−40.3% | Reduced |
| Ostrum Asset Management | 813 | $290.4K | 0.01% | 00.0% | Unchanged |
| J. Team Financial, Inc. | 814 | $291.0K | 0.28% | +7+0.9% | Added |
| Van Den Berg Management I, Inc | 822 | $293.6K | 0.06% | −260−24.0% | Reduced |
| Summitry LLC | 827 | $295.4K | 0.01% | +209+33.8% | Added |
| Coastal Bridge Advisors, LLC | 828 | $295.8K | 0.02% | −31−3.6% | Reduced |
| Huntington National Bank | 837 | $299.0K | 0.00% | +5+0.6% | Added |
| Fragasso Group Inc. | 843 | $301.1K | 0.02% | +843 | New |
| Quent Capital, LLC | 848 | $303.0K | 0.02% | +240+39.5% | Added |
| Handelsbanken Fonder AB | 851 | $304.0K | 0.00% | −2,315−73.1% | Reduced |
| Apollon Wealth Management, LLC | 865 | $309.2K | 0.00% | +865 | New |
| Laird Norton Trust Company, LLC | 876 | $312.9K | 0.01% | −22−2.4% | Reduced |
| Sit Investment Associates Inc | 886 | $317.0K | 0.01% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 889 | $317.2K | 0.00% | −361−28.9% | Reduced |
| Center For Asset Management LLC | 895 | $320.1K | 0.14% | −37−4.0% | Reduced |
| Oslo Pensjonsforsikring AS | 897 | $320.4K | 0.04% | 00.0% | Unchanged |
| Worthington Financial Partners, LLC | 914 | $326.5K | 0.27% | −122−11.8% | Reduced |
| NewEdge Wealth, LLC | 922 | $329.2K | 0.00% | +922 | New |
| Kera Capital Partners, Inc. | 931 | $332.6K | 0.03% | +266+40.0% | Added |
| Diversified Trust Co | 941 | $336.2K | 0.01% | −68−6.7% | Reduced |
| Siemens Fonds Invest GmbH | 948 | $338.7K | 0.02% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 951 | $339.7K | 0.12% | −13−1.3% | Reduced |
| Summit Financial, LLC | 956 | $341.6K | 0.00% | +956 | New |
| Metis Global Partners, LLC | 962 | $343.7K | 0.01% | −200−17.2% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 968 | $345.8K | 0.20% | +968 | New |
| Wealthfront Advisers LLC | 987 | $352.6K | 0.00% | +152+18.2% | Added |
| V-Square Quantitative Management LLC | 992 | $354.4K | 0.03% | +24+2.5% | Added |
| Brown Brothers Harriman & Co | 1,015 | $362.6K | 0.00% | +281+38.3% | Added |
| Allworth Financial LP | 1,028 | $367.4K | 0.00% | +448+77.2% | Added |
| Davenport & Co LLC | 1,031 | $368.3K | 0.00% | −274−21.0% | Reduced |
| Fifth Third Bancorp | 1,031 | $368.3K | 0.00% | +13+1.3% | Added |
| Hancock Whitney Corp | 1,035 | $369.7K | 0.01% | −68−6.2% | Reduced |
| EntryPoint Capital, LLC | 1,038 | $370.8K | 0.09% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,042 | $372.2K | 0.00% | +1,042 | New |
| Sanctuary Advisors, LLC | 1,042 | $372.3K | 0.00% | +122+13.3% | Added |
| Checchi Capital Advisers, LLC | 1,045 | $373.1K | 0.02% | −21−2.0% | Reduced |
| Legacy Private Trust Co. | 1,050 | $375.1K | 0.02% | 00.0% | Unchanged |
| Curat Global, LLC | 835 | $379.1K | 0.32% | −239−22.3% | Reduced |
| Coldstream Capital Management Inc | 1,062 | $379.4K | 0.00% | +182+20.7% | Added |
| Elevated Capital Advisors, LLC | 1,072 | $383.0K | 0.11% | −895−45.5% | Reduced |
| Truist Financial Corp | 1,077 | $384.6K | 0.00% | −36−3.2% | Reduced |
| Gateway Wealth Partners, LLC | 1,079 | $385.4K | 0.02% | +125+13.1% | Added |
| E&G Advisors, LP | 1,090 | $389.8K | 0.08% | −10−0.9% | Reduced |
| Wellington Shields & Co., LLC | 1,100 | $393.0K | 0.09% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,117 | $399.2K | 0.00% | +747+201.9% | Added |
| STRS Ohio | 1,118 | $399.4K | 0.00% | +126+12.7% | Added |
| Advisor Group Holdings, Inc. | 1,119 | $400.4K | 0.00% | −465−29.4% | Reduced |
| Securian Asset Management, Inc | 1,052 | $402.5K | 0.01% | −100−8.7% | Reduced |
| Quadrant Capital Group LLC | 1,129 | $403.3K | 0.01% | +28+2.5% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,129 | $403.3K | 0.01% | +164+17.0% | Added |
| R Squared Ltd | 1,135 | $405.5K | 0.21% | +77+7.3% | Added |
| PAX Financial Group, LLC | 1,141 | $407.4K | 0.06% | −34−2.9% | Reduced |
| Atlas Capital Advisors LLC | 1,163 | $415.5K | 0.05% | +247+27.0% | Added |
| RSM US Wealth Management LLC | 1,180 | $421.5K | 0.00% | +156+15.2% | Added |
| Van Eck Associates Corp | 1,183 | $422.6K | 0.00% | +218+22.6% | Added |
| Beacon Pointe Advisors, LLC | 1,185 | $423.3K | 0.00% | +1,185 | New |
| Sterling Capital Management LLC | 1,190 | $425.1K | 0.01% | −54−4.3% | Reduced |
| MUFG Securities Americas Inc. | 1,192 | $425.8K | 0.02% | +66+5.9% | Added |
| Park Avenue Securities LLC | 1,198 | $428.0K | 0.00% | +280+30.5% | Added |
| SRS Capital Advisors, Inc. | 1,201 | $429.0K | 0.00% | +1,104+1,138.1% | Added |
| Rowland & Co Investment Counsel | 1,210 | $432.5K | 0.08% | −100−7.6% | Reduced |
| Dynamic Technology Lab Private Ltd | 1,215 | $434.0K | 0.10% | +1,215 | New |
| MML Investors Services, LLC | 1,223 | $436.9K | 0.00% | +60+5.2% | Added |
| Ingalls & Snyder LLC | 1,223 | $437.0K | 0.01% | −159−11.5% | Reduced |
| Edgestream Partners, L.P. | 1,224 | $437.3K | 0.01% | −21,925−94.7% | Reduced |
| North Dakota State Investment Board | 1,233 | $440.5K | 0.02% | +20+1.6% | Added |
| Savant Capital, LLC | 1,234 | $441.9K | 0.00% | −482−28.1% | Reduced |
| Old National Bancorp | 1,265 | $451.9K | 0.01% | −189−13.0% | Reduced |
| Cresset Asset Management, LLC | 1,269 | $453.3K | 0.00% | +1,269 | New |
| AlphaGrep UK Ltd | 1,293 | $461.9K | 0.14% | −14−1.1% | Reduced |
| Evergreen Capital Management LLC | 1,309 | $467.6K | 0.01% | −136−9.4% | Reduced |
| Baird Financial Group, Inc. | 1,317 | $470.5K | 0.00% | +33+2.6% | Added |
| Argent Trust Co | 1,326 | $473.7K | 0.01% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 1,336 | $477.3K | 0.00% | +84+6.7% | Added |
| USS Investment Management Ltd | 1,342 | $479.3K | 0.00% | −5,370−80.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 1,376 | $491.0K | 0.00% | +165+13.6% | Added |
| Lifeworks Advisors, LLC | 1,377 | $491.9K | 0.05% | −1,079−43.9% | Reduced |
| TFB Advisors LLC | 1,383 | $494.0K | 0.22% | +14+1.0% | Added |
| Sanchez Gaunt Capital Management, LLC | 1,391 | $496.9K | 0.28% | +16+1.2% | Added |
| Henshaw Capital LLC | 1,421 | $507.6K | 0.02% | −47−3.2% | Reduced |
| Optimize Financial Inc | 1,421 | $507.6K | 0.18% | −4−0.3% | Reduced |
| Sound Capital Solutions LLC | 1,421 | $507.6K | 0.12% | +1,421 | New |
| Westpac Banking Corp | 1,439 | $514.1K | 0.03% | −651−31.1% | Reduced |
| Bartlett & Co. Wealth Management LLC | 1,446 | $516.6K | 0.01% | +1+0.1% | Added |
| Tokio Marine Asset Management Co Ltd | 1,498 | $535.1K | 0.02% | 00.0% | Unchanged |
| Aull & Monroe Investment Management Corp | 1,500 | $535.8K | 0.22% | 00.0% | Unchanged |
| Jane Street Group, LLC | 1,518 | $542.3K | 0.00% | −106,606−98.6% | Reduced |
| Centiva Capital, LP | 1,523 | $544.1K | 0.02% | +1,523 | New |
| D. E. Shaw & Co., Inc. | 1,525 | $544.8K | 0.00% | −17,285−91.9% | Reduced |
| Sivia Capital Partners, LLC | 1,530 | $546.6K | 0.07% | +1,530 | New |
| Bridgefront Capital, LLC | 1,540 | $550.1K | 0.14% | +1,540 | New |
| Vise Technologies, Inc. | 1,552 | $554.5K | 0.01% | +723+87.2% | Added |
| Legacy Wealth Asset Management, LLC | 1,616 | $577.3K | 0.13% | +1+0.1% | Added |