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 |
|---|---|---|---|---|---|
| Leonteq Securities AG | 1,626 | $580.9K | 0.03% | −9−0.6% | Reduced |
| Stoneridge Investment Partners LLC | 1,562 | $584.0K | 0.38% | +1,562 | New |
| RMB Capital Management, LLC | 1,644 | $587.3K | 0.01% | −22−1.3% | Reduced |
| M&T Bank Corp | 1,686 | $602.4K | 0.00% | −241−12.5% | Reduced |
| Prudential PLC | 1,718 | $613.7K | 0.00% | 00.0% | Unchanged |
| Unison Advisors LLC | 1,719 | $614.1K | 0.04% | +9+0.5% | Added |
| ISAM Funds (UK) Ltd | 1,720 | $614.4K | 0.43% | +1,720 | New |
| Manning & Napier Advisors LLC | 1,708 | $616.2K | 0.01% | −4,517−72.6% | Reduced |
| GAMMA Investing LLC | 1,730 | $618.0K | 0.02% | +545+46.0% | Added |
| Farther Finance Advisors, LLC | 1,737 | $620.7K | 0.00% | +106+6.5% | Added |
| Stifel Financial Corp | 1,738 | $621.1K | 0.00% | +12+0.7% | Added |
| UBS Asset Management Americas Inc | 1,761 | $629.1K | 0.00% | −313,891−99.4% | Reduced |
| Crossmark Global Holdings, Inc. | 1,772 | $633.0K | 0.01% | −59−3.2% | Reduced |
| Brighton Jones LLC | 1,775 | $634.3K | 0.01% | −122−6.4% | Reduced |
| Lido Advisors, LLC | 1,797 | $642.0K | 0.00% | +644+55.9% | Added |
| United Capital Financial Advisers, LLC | 1,815 | $648.4K | 0.00% | +157+9.5% | Added |
| Dana Investment Advisors, Inc. | 1,816 | $648.7K | 0.02% | 00.0% | Unchanged |
| Chesley Taft & Associates LLC | 1,824 | $651.6K | 0.03% | −100−5.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,822 | $655.8K | 0.00% | −6−0.3% | Reduced |
| BayBridge Capital Group, LLC | 1,840 | $657.3K | 0.34% | +823+80.9% | Added |
| Atom Investors LP | 1,887 | $674.1K | 0.06% | −1,411−42.8% | Reduced |
| Meeder Advisory Services, Inc. | 1,899 | $678.4K | 0.02% | +270+16.6% | Added |
| Dakota Wealth Management | 1,902 | $679.5K | 0.01% | −66−3.4% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 1,904 | $680.3K | 0.00% | −20−1.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 1,908 | $681.6K | 0.00% | −158−7.6% | Reduced |
| Osmosis Investment Management UK Ltd | 1,923 | $687.0K | 0.03% | −189−8.9% | Reduced |
| Chicago Partners Investment Group LLC | 1,835 | $689.0K | 0.01% | +557+43.6% | Added |
| Krilogy Financial LLC | 1,949 | $696.2K | 0.02% | +239+14.0% | Added |
| Avidian Wealth Solutions, LLC | 1,952 | $697.3K | 0.02% | −272−12.2% | Reduced |
| Citadel Investment Advisory, Inc. | 1,960 | $700.0K | 0.32% | 00.0% | Unchanged |
| Traynor Capital Management, Inc. | 1,996 | $713.1K | 0.03% | −19−0.9% | Reduced |
| Louisiana State Employees Retirement System | 2,000 | $714.5K | 0.01% | −100−4.8% | Reduced |
| Maryland State Retirement & Pension System | 2,011 | $718.4K | 0.01% | 00.0% | Unchanged |
| Havemeyer Place LP | 2,020 | $721.6K | 0.07% | −775−27.7% | Reduced |
| Eurizon Capital SGR S.p.A. | 2,052 | $734.0K | 0.00% | −1,836−47.2% | Reduced |
| Edmond de Rothschild Holding S.A. | 2,062 | $736.6K | 0.01% | +2,062 | New |
| Machina Capital S.A.S. | 2,092 | $747.3K | 0.12% | +2,092 | New |
| Sagewood Asset Management LP | 2,096 | $748.8K | 0.17% | +1,122+115.2% | Added |
| New Mexico Educational Retirement Board | 2,100 | $750.0K | 0.02% | +100+5.0% | Added |
| FJ Capital Management LLC | 2,147 | $767.0K | 0.10% | +2,147 | New |
| Frec Markets, Inc. | 2,156 | $770.2K | 0.07% | +1,265+142.0% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 2,166 | $773.8K | 0.02% | 00.0% | Unchanged |
| Worldquant Millennium Advisors LLC | 2,216 | $791.6K | 0.00% | +827+59.5% | Added |
| Schroder Investment Management Group | 2,237 | $807.1K | 0.00% | +882+65.1% | Added |
| Aster Capital Management (DIFC) Ltd | 2,262 | $808.1K | 0.17% | +2,262 | New |
| Northwestern Mutual Wealth Management Co | 2,301 | $822.0K | 0.00% | −1,763−43.4% | Reduced |
| Sacks & Associates, LLC | 2,198 | $822.4K | 0.55% | −68−3.0% | Reduced |
| LS Investment Advisors, LLC | 2,336 | $834.5K | 0.11% | −70−2.9% | Reduced |
| Raiffeisen Bank International AG | 2,314 | $834.9K | 0.01% | −100−4.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 2,351 | $839.8K | 0.00% | +559+31.2% | Added |
| Abn Amro Investment Solutions | 2,368 | $845.9K | 0.01% | +714+43.2% | Added |
| Engineers Gate Manager LP | 2,406 | $859.5K | 0.01% | +2,406 | New |
| Daymark Wealth Partners, LLC | 2,432 | $868.8K | 0.02% | +95+4.1% | Added |
| NorthCrest Asset Manangement, LLC | 2,345 | $870.2K | 0.02% | +57+2.5% | Added |
| CenterBook Partners LP | 2,465 | $880.6K | 0.04% | +2,465 | New |
| Merit Financial Group, LLC | 2,491 | $889.9K | 0.01% | +376+17.8% | Added |
| Norinchukin Bank, The | 2,514 | $898.1K | 0.01% | −60−2.3% | Reduced |
| Croban | 2,528 | $903.0K | 0.40% | +122+5.1% | Added |
| Commerce Bank | 2,528 | $903.1K | 0.00% | −31−1.2% | Reduced |
| Pinnacle Financial Partners, Inc. | 2,540 | $907.4K | 0.01% | −29−1.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 2,566 | $916.7K | 0.00% | +2,134+494.0% | Added |
| Neuberger Berman Group LLC | 2,634 | $941.0K | 0.00% | +207+8.5% | Added |
| Foster & Motley Inc | 2,643 | $944.0K | 0.04% | −194−6.8% | Reduced |
| Leuthold Group, LLC | 2,658 | $949.5K | 0.10% | +2,658 | New |
| Accurate Wealth Management, LLC | 2,572 | $953.1K | 0.09% | +2,572 | New |
| Acadian Asset Management LLC | 2,690 | $960.0K | 0.00% | +2,690 | New |
| Ensign Peak Advisors, Inc | 2,770 | $989.5K | 0.00% | −1,225−30.7% | Reduced |
| Hartford Investment Management Co | 2,774 | $991.0K | 0.03% | −417−13.1% | Reduced |
| J. Safra Sarasin Holding AG | 2,857 | $993.9K | 0.01% | +164+6.1% | Added |
| Saudi Central Bank | 2,801 | $1.00M | 0.01% | +1,252+80.8% | Added |
| Summit Trail Advisors, LLC | 2,920 | $1.04M | 0.01% | +202+7.4% | Added |
| Cookson Peirce & Co Inc | 2,956 | $1.06M | 0.03% | +146+5.2% | Added |
| Oppenheimer & Co Inc | 3,019 | $1.08M | 0.01% | +3+0.1% | Added |
| Nomura Holdings Inc | 3,025 | $1.08M | 0.00% | +1,953+182.2% | Added |
| Mizuho Securities USA LLC | 3,098 | $1.11M | 0.02% | +638+25.9% | Added |
| Pacer Advisors, Inc. | 3,147 | $1.12M | 0.00% | +1,117+55.0% | Added |
| SageView Advisory Group, LLC | 3,178 | $1.14M | 0.04% | −550−14.8% | Reduced |
| Nomura Asset Management International Inc. | 3,200 | $1.14M | 0.00% | 00.0% | Unchanged |
| Icon Advisers Inc | 3,200 | $1.14M | 0.22% | +3,200 | New |
| Gulf International Bank (UK) Ltd | 3,206 | $1.15M | 0.02% | −12−0.4% | Reduced |
| Prudential Financial Inc | 3,234 | $1.16M | 0.00% | −114−3.4% | Reduced |
| CSS LLC | 3,270 | $1.17M | 0.05% | −460−12.3% | Reduced |
| Callan Family Office, LLC | 3,294 | $1.18M | 0.02% | −320−8.9% | Reduced |
| Teachers Retirement System of the State of Kentucky | 3,298 | $1.18M | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 3,305 | $1.18M | 0.12% | +1,230+59.3% | Added |
| Vident Advisory, LLC | 3,363 | $1.20M | 0.01% | +465+16.0% | Added |
| Cetera Investment Advisers | 3,377 | $1.21M | 0.00% | −828−19.7% | Reduced |
| Impact Partnership Wealth, LLC | 3,381 | $1.21M | 0.12% | +529+18.5% | Added |
| Commerzbank Aktiengesellschaft | 3,393 | $1.21M | 0.02% | −183−5.1% | Reduced |
| Strategic Investment Advisors | 3,439 | $1.23M | 0.07% | −278−7.5% | Reduced |
| Allied Private Wealth LLC | 3,334 | $1.24M | 0.79% | +3,334 | New |
| Picton Mahoney Asset Management | 3,480 | $1.24M | 0.01% | +3,477+115,900.0% | Added |
| Brown Advisory Inc | 3,505 | $1.25M | 0.00% | +3,505 | New |
| Regions Financial Corp | 3,514 | $1.26M | 0.01% | −701−16.6% | Reduced |
| Winton Group Ltd | 3,519 | $1.26M | 0.04% | −2,008−36.3% | Reduced |
| Brevan Howard Capital Management LP | 3,581 | $1.28M | 0.02% | +2,871+404.4% | Added |
| Sculati Wealth Management, LLC | 3,353 | $1.28M | 0.43% | +280+9.1% | Added |
| Delphi Management Inc | 3,710 | $1.32M | 1.30% | +732+24.6% | Added |
| HB Wealth Management, LLC | 3,738 | $1.34M | 0.01% | +1,087+41.0% | Added |
| Independent Advisor Alliance | 3,739 | $1.34M | 0.03% | +906+32.0% | Added |