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 |
|---|---|---|---|---|---|
| Strategic Investment Advisors | 3,439 | $1.23M | 0.07% | −278−7.5% | Reduced |
| Commerzbank Aktiengesellschaft | 3,393 | $1.21M | 0.02% | −183−5.1% | Reduced |
| Impact Partnership Wealth, LLC | 3,381 | $1.21M | 0.12% | +529+18.5% | Added |
| Cetera Investment Advisers | 3,377 | $1.21M | 0.00% | −828−19.7% | Reduced |
| Vident Advisory, LLC | 3,363 | $1.20M | 0.01% | +465+16.0% | Added |
| State of Wyoming | 3,305 | $1.18M | 0.12% | +1,230+59.3% | Added |
| Teachers Retirement System of the State of Kentucky | 3,298 | $1.18M | 0.01% | 00.0% | Unchanged |
| Callan Family Office, LLC | 3,294 | $1.18M | 0.02% | −320−8.9% | Reduced |
| CSS LLC | 3,270 | $1.17M | 0.05% | −460−12.3% | Reduced |
| Prudential Financial Inc | 3,234 | $1.16M | 0.00% | −114−3.4% | Reduced |
| Gulf International Bank (UK) Ltd | 3,206 | $1.15M | 0.02% | −12−0.4% | Reduced |
| Icon Advisers Inc | 3,200 | $1.14M | 0.22% | +3,200 | New |
| Nomura Asset Management International Inc. | 3,200 | $1.14M | 0.00% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 3,178 | $1.14M | 0.04% | −550−14.8% | Reduced |
| Pacer Advisors, Inc. | 3,147 | $1.12M | 0.00% | +1,117+55.0% | Added |
| Mizuho Securities USA LLC | 3,098 | $1.11M | 0.02% | +638+25.9% | Added |
| Nomura Holdings Inc | 3,025 | $1.08M | 0.00% | +1,953+182.2% | Added |
| Oppenheimer & Co Inc | 3,019 | $1.08M | 0.01% | +3+0.1% | Added |
| Cookson Peirce & Co Inc | 2,956 | $1.06M | 0.03% | +146+5.2% | Added |
| Summit Trail Advisors, LLC | 2,920 | $1.04M | 0.01% | +202+7.4% | Added |
| Saudi Central Bank | 2,801 | $1.00M | 0.01% | +1,252+80.8% | Added |
| J. Safra Sarasin Holding AG | 2,857 | $993.9K | 0.01% | +164+6.1% | Added |
| Hartford Investment Management Co | 2,774 | $991.0K | 0.03% | −417−13.1% | Reduced |
| Ensign Peak Advisors, Inc | 2,770 | $989.5K | 0.00% | −1,225−30.7% | Reduced |
| Acadian Asset Management LLC | 2,690 | $960.0K | 0.00% | +2,690 | New |
| Accurate Wealth Management, LLC | 2,572 | $953.1K | 0.09% | +2,572 | New |
| Leuthold Group, LLC | 2,658 | $949.5K | 0.10% | +2,658 | New |
| Foster & Motley Inc | 2,643 | $944.0K | 0.04% | −194−6.8% | Reduced |
| Neuberger Berman Group LLC | 2,634 | $941.0K | 0.00% | +207+8.5% | Added |
| Steward Partners Investment Advisory, LLC | 2,566 | $916.7K | 0.00% | +2,134+494.0% | Added |
| Pinnacle Financial Partners, Inc. | 2,540 | $907.4K | 0.01% | −29−1.1% | Reduced |
| Commerce Bank | 2,528 | $903.1K | 0.00% | −31−1.2% | Reduced |
| Croban | 2,528 | $903.0K | 0.40% | +122+5.1% | Added |
| Norinchukin Bank, The | 2,514 | $898.1K | 0.01% | −60−2.3% | Reduced |
| Merit Financial Group, LLC | 2,491 | $889.9K | 0.01% | +376+17.8% | Added |
| CenterBook Partners LP | 2,465 | $880.6K | 0.04% | +2,465 | New |
| NorthCrest Asset Manangement, LLC | 2,345 | $870.2K | 0.02% | +57+2.5% | Added |
| Daymark Wealth Partners, LLC | 2,432 | $868.8K | 0.02% | +95+4.1% | Added |
| Engineers Gate Manager LP | 2,406 | $859.5K | 0.01% | +2,406 | New |
| Abn Amro Investment Solutions | 2,368 | $845.9K | 0.01% | +714+43.2% | Added |
| Federation des caisses Desjardins du Quebec | 2,351 | $839.8K | 0.00% | +559+31.2% | Added |
| Raiffeisen Bank International AG | 2,314 | $834.9K | 0.01% | −100−4.1% | Reduced |
| LS Investment Advisors, LLC | 2,336 | $834.5K | 0.11% | −70−2.9% | Reduced |
| Sacks & Associates, LLC | 2,198 | $822.4K | 0.55% | −68−3.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 2,301 | $822.0K | 0.00% | −1,763−43.4% | Reduced |
| Aster Capital Management (DIFC) Ltd | 2,262 | $808.1K | 0.17% | +2,262 | New |
| Schroder Investment Management Group | 2,237 | $807.1K | 0.00% | +882+65.1% | Added |
| Worldquant Millennium Advisors LLC | 2,216 | $791.6K | 0.00% | +827+59.5% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 2,166 | $773.8K | 0.02% | 00.0% | Unchanged |
| Frec Markets, Inc. | 2,156 | $770.2K | 0.07% | +1,265+142.0% | Added |
| FJ Capital Management LLC | 2,147 | $767.0K | 0.10% | +2,147 | New |
| New Mexico Educational Retirement Board | 2,100 | $750.0K | 0.02% | +100+5.0% | Added |
| Sagewood Asset Management LP | 2,096 | $748.8K | 0.17% | +1,122+115.2% | Added |
| Machina Capital S.A.S. | 2,092 | $747.3K | 0.12% | +2,092 | New |
| Edmond de Rothschild Holding S.A. | 2,062 | $736.6K | 0.01% | +2,062 | New |
| Eurizon Capital SGR S.p.A. | 2,052 | $734.0K | 0.00% | −1,836−47.2% | Reduced |
| Havemeyer Place LP | 2,020 | $721.6K | 0.07% | −775−27.7% | Reduced |
| Maryland State Retirement & Pension System | 2,011 | $718.4K | 0.01% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 2,000 | $714.5K | 0.01% | −100−4.8% | Reduced |
| Traynor Capital Management, Inc. | 1,996 | $713.1K | 0.03% | −19−0.9% | Reduced |
| Citadel Investment Advisory, Inc. | 1,960 | $700.0K | 0.32% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 1,952 | $697.3K | 0.02% | −272−12.2% | Reduced |
| Krilogy Financial LLC | 1,949 | $696.2K | 0.02% | +239+14.0% | Added |
| Chicago Partners Investment Group LLC | 1,835 | $689.0K | 0.01% | +557+43.6% | Added |
| Osmosis Investment Management UK Ltd | 1,923 | $687.0K | 0.03% | −189−8.9% | Reduced |
| O'Shaughnessy Asset Management, LLC | 1,908 | $681.6K | 0.00% | −158−7.6% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 1,904 | $680.3K | 0.00% | −20−1.0% | Reduced |
| Dakota Wealth Management | 1,902 | $679.5K | 0.01% | −66−3.4% | Reduced |
| Meeder Advisory Services, Inc. | 1,899 | $678.4K | 0.02% | +270+16.6% | Added |
| Atom Investors LP | 1,887 | $674.1K | 0.06% | −1,411−42.8% | Reduced |
| BayBridge Capital Group, LLC | 1,840 | $657.3K | 0.34% | +823+80.9% | Added |
| Allspring Global Investments Holdings, LLC | 1,822 | $655.8K | 0.00% | −6−0.3% | Reduced |
| Chesley Taft & Associates LLC | 1,824 | $651.6K | 0.03% | −100−5.2% | Reduced |
| Dana Investment Advisors, Inc. | 1,816 | $648.7K | 0.02% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 1,815 | $648.4K | 0.00% | +157+9.5% | Added |
| Lido Advisors, LLC | 1,797 | $642.0K | 0.00% | +644+55.9% | Added |
| Brighton Jones LLC | 1,775 | $634.3K | 0.01% | −122−6.4% | Reduced |
| Crossmark Global Holdings, Inc. | 1,772 | $633.0K | 0.01% | −59−3.2% | Reduced |
| UBS Asset Management Americas Inc | 1,761 | $629.1K | 0.00% | −313,891−99.4% | Reduced |
| Stifel Financial Corp | 1,738 | $621.1K | 0.00% | +12+0.7% | Added |
| Farther Finance Advisors, LLC | 1,737 | $620.7K | 0.00% | +106+6.5% | Added |
| GAMMA Investing LLC | 1,730 | $618.0K | 0.02% | +545+46.0% | Added |
| Manning & Napier Advisors LLC | 1,708 | $616.2K | 0.01% | −4,517−72.6% | Reduced |
| ISAM Funds (UK) Ltd | 1,720 | $614.4K | 0.43% | +1,720 | New |
| Unison Advisors LLC | 1,719 | $614.1K | 0.04% | +9+0.5% | Added |
| Prudential PLC | 1,718 | $613.7K | 0.00% | 00.0% | Unchanged |
| M&T Bank Corp | 1,686 | $602.4K | 0.00% | −241−12.5% | Reduced |
| RMB Capital Management, LLC | 1,644 | $587.3K | 0.01% | −22−1.3% | Reduced |
| Stoneridge Investment Partners LLC | 1,562 | $584.0K | 0.38% | +1,562 | New |
| Leonteq Securities AG | 1,626 | $580.9K | 0.03% | −9−0.6% | Reduced |
| Legacy Wealth Asset Management, LLC | 1,616 | $577.3K | 0.13% | +1+0.1% | Added |
| Vise Technologies, Inc. | 1,552 | $554.5K | 0.01% | +723+87.2% | Added |
| Bridgefront Capital, LLC | 1,540 | $550.1K | 0.14% | +1,540 | New |
| Sivia Capital Partners, LLC | 1,530 | $546.6K | 0.07% | +1,530 | New |
| D. E. Shaw & Co., Inc. | 1,525 | $544.8K | 0.00% | −17,285−91.9% | Reduced |
| Centiva Capital, LP | 1,523 | $544.1K | 0.02% | +1,523 | New |
| Jane Street Group, LLC | 1,518 | $542.3K | 0.00% | −106,606−98.6% | Reduced |
| Aull & Monroe Investment Management Corp | 1,500 | $535.8K | 0.22% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 1,498 | $535.1K | 0.02% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,446 | $516.6K | 0.01% | +1+0.1% | Added |