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 |
|---|---|---|---|---|---|
| Westpac Banking Corp | 1,439 | $514.1K | 0.03% | −651−31.1% | Reduced |
| 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 |
| Sanchez Gaunt Capital Management, LLC | 1,391 | $496.9K | 0.28% | +16+1.2% | Added |
| TFB Advisors LLC | 1,383 | $494.0K | 0.22% | +14+1.0% | Added |
| Lifeworks Advisors, LLC | 1,377 | $491.9K | 0.05% | −1,079−43.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 1,376 | $491.0K | 0.00% | +165+13.6% | Added |
| USS Investment Management Ltd | 1,342 | $479.3K | 0.00% | −5,370−80.0% | Reduced |
| Buckingham Strategic Partners | 1,336 | $477.3K | 0.00% | +84+6.7% | Added |
| Argent Trust Co | 1,326 | $473.7K | 0.01% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 1,317 | $470.5K | 0.00% | +33+2.6% | Added |
| Evergreen Capital Management LLC | 1,309 | $467.6K | 0.01% | −136−9.4% | Reduced |
| AlphaGrep UK Ltd | 1,293 | $461.9K | 0.14% | −14−1.1% | Reduced |
| Cresset Asset Management, LLC | 1,269 | $453.3K | 0.00% | +1,269 | New |
| Old National Bancorp | 1,265 | $451.9K | 0.01% | −189−13.0% | Reduced |
| Savant Capital, LLC | 1,234 | $441.9K | 0.00% | −482−28.1% | Reduced |
| North Dakota State Investment Board | 1,233 | $440.5K | 0.02% | +20+1.6% | Added |
| Edgestream Partners, L.P. | 1,224 | $437.3K | 0.01% | −21,925−94.7% | Reduced |
| Ingalls & Snyder LLC | 1,223 | $437.0K | 0.01% | −159−11.5% | Reduced |
| MML Investors Services, LLC | 1,223 | $436.9K | 0.00% | +60+5.2% | Added |
| Dynamic Technology Lab Private Ltd | 1,215 | $434.0K | 0.10% | +1,215 | New |
| Rowland & Co Investment Counsel | 1,210 | $432.5K | 0.08% | −100−7.6% | Reduced |
| SRS Capital Advisors, Inc. | 1,201 | $429.0K | 0.00% | +1,104+1,138.1% | Added |
| Park Avenue Securities LLC | 1,198 | $428.0K | 0.00% | +280+30.5% | Added |
| MUFG Securities Americas Inc. | 1,192 | $425.8K | 0.02% | +66+5.9% | Added |
| Sterling Capital Management LLC | 1,190 | $425.1K | 0.01% | −54−4.3% | Reduced |
| Beacon Pointe Advisors, LLC | 1,185 | $423.3K | 0.00% | +1,185 | New |
| Van Eck Associates Corp | 1,183 | $422.6K | 0.00% | +218+22.6% | Added |
| RSM US Wealth Management LLC | 1,180 | $421.5K | 0.00% | +156+15.2% | Added |
| Atlas Capital Advisors LLC | 1,163 | $415.5K | 0.05% | +247+27.0% | Added |
| PAX Financial Group, LLC | 1,141 | $407.4K | 0.06% | −34−2.9% | Reduced |
| R Squared Ltd | 1,135 | $405.5K | 0.21% | +77+7.3% | Added |
| 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 |
| Securian Asset Management, Inc | 1,052 | $402.5K | 0.01% | −100−8.7% | Reduced |
| Advisor Group Holdings, Inc. | 1,119 | $400.4K | 0.00% | −465−29.4% | Reduced |
| STRS Ohio | 1,118 | $399.4K | 0.00% | +126+12.7% | Added |
| GWM Advisors LLC | 1,117 | $399.2K | 0.00% | +747+201.9% | Added |
| Wellington Shields & Co., LLC | 1,100 | $393.0K | 0.09% | 00.0% | Unchanged |
| E&G Advisors, LP | 1,090 | $389.8K | 0.08% | −10−0.9% | Reduced |
| Gateway Wealth Partners, LLC | 1,079 | $385.4K | 0.02% | +125+13.1% | Added |
| Truist Financial Corp | 1,077 | $384.6K | 0.00% | −36−3.2% | Reduced |
| Elevated Capital Advisors, LLC | 1,072 | $383.0K | 0.11% | −895−45.5% | Reduced |
| Coldstream Capital Management Inc | 1,062 | $379.4K | 0.00% | +182+20.7% | Added |
| Curat Global, LLC | 835 | $379.1K | 0.32% | −239−22.3% | Reduced |
| Legacy Private Trust Co. | 1,050 | $375.1K | 0.02% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 1,045 | $373.1K | 0.02% | −21−2.0% | Reduced |
| Sanctuary Advisors, LLC | 1,042 | $372.3K | 0.00% | +122+13.3% | Added |
| Ci Investments Inc. | 1,042 | $372.2K | 0.00% | +1,042 | New |
| EntryPoint Capital, LLC | 1,038 | $370.8K | 0.09% | 00.0% | Unchanged |
| Hancock Whitney Corp | 1,035 | $369.7K | 0.01% | −68−6.2% | Reduced |
| 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 |
| Allworth Financial LP | 1,028 | $367.4K | 0.00% | +448+77.2% | Added |
| Brown Brothers Harriman & Co | 1,015 | $362.6K | 0.00% | +281+38.3% | Added |
| V-Square Quantitative Management LLC | 992 | $354.4K | 0.03% | +24+2.5% | Added |
| Wealthfront Advisers LLC | 987 | $352.6K | 0.00% | +152+18.2% | Added |
| Asahi Life Asset Management Co., Ltd. | 968 | $345.8K | 0.20% | +968 | New |
| Metis Global Partners, LLC | 962 | $343.7K | 0.01% | −200−17.2% | Reduced |
| Summit Financial, LLC | 956 | $341.6K | 0.00% | +956 | New |
| Retirement Planning Co of New England, Inc. | 951 | $339.7K | 0.12% | −13−1.3% | Reduced |
| Siemens Fonds Invest GmbH | 948 | $338.7K | 0.02% | 00.0% | Unchanged |
| Diversified Trust Co | 941 | $336.2K | 0.01% | −68−6.7% | Reduced |
| Kera Capital Partners, Inc. | 931 | $332.6K | 0.03% | +266+40.0% | Added |
| NewEdge Wealth, LLC | 922 | $329.2K | 0.00% | +922 | New |
| Worthington Financial Partners, LLC | 914 | $326.5K | 0.27% | −122−11.8% | Reduced |
| Oslo Pensjonsforsikring AS | 897 | $320.4K | 0.04% | 00.0% | Unchanged |
| Center For Asset Management LLC | 895 | $320.1K | 0.14% | −37−4.0% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 889 | $317.2K | 0.00% | −361−28.9% | Reduced |
| Sit Investment Associates Inc | 886 | $317.0K | 0.01% | 00.0% | Unchanged |
| Laird Norton Trust Company, LLC | 876 | $312.9K | 0.01% | −22−2.4% | Reduced |
| Apollon Wealth Management, LLC | 865 | $309.2K | 0.00% | +865 | New |
| Handelsbanken Fonder AB | 851 | $304.0K | 0.00% | −2,315−73.1% | Reduced |
| Quent Capital, LLC | 848 | $303.0K | 0.02% | +240+39.5% | Added |
| Fragasso Group Inc. | 843 | $301.1K | 0.02% | +843 | New |
| Huntington National Bank | 837 | $299.0K | 0.00% | +5+0.6% | Added |
| Coastal Bridge Advisors, LLC | 828 | $295.8K | 0.02% | −31−3.6% | Reduced |
| Summitry LLC | 827 | $295.4K | 0.01% | +209+33.8% | Added |
| Van Den Berg Management I, Inc | 822 | $293.6K | 0.06% | −260−24.0% | Reduced |
| J. Team Financial, Inc. | 814 | $291.0K | 0.28% | +7+0.9% | Added |
| Ostrum Asset Management | 813 | $290.4K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 812 | $290.4K | 0.00% | −549−40.3% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 799 | $285.4K | 0.01% | −32−3.9% | Reduced |
| Hantz Financial Services, Inc. | 796 | $284.0K | 0.00% | +545+217.1% | Added |
| Ossiam | 781 | $279.0K | 0.00% | −303−28.0% | Reduced |
| Syon Capital LLC | 765 | $273.3K | 0.01% | +765 | New |
| Caisse de Depot Et Placement du Quebec | 760 | $271.5K | 0.00% | +760 | New |
| Bull Harbor Capital LLC | 755 | $269.7K | 0.05% | +755 | New |
| CIBC World Markets Inc. | 748 | $267.2K | 0.00% | +12+1.6% | Added |
| Cambient Family Office, LLC | 741 | $264.7K | 0.03% | −24−3.1% | Reduced |
| Parallel Advisors, LLC | 731 | $261.1K | 0.00% | −36−4.7% | Reduced |
| Citizens Financial Group Inc | 721 | $257.7K | 0.00% | +721 | New |
| Perigon Wealth Management, LLC | 709 | $253.3K | 0.00% | +74+11.7% | Added |
| Everence Capital Management Inc | 706 | $252.0K | 0.01% | +27+4.0% | Added |
| Red Door Wealth Management, LLC | 703 | $251.2K | 0.02% | −4−0.6% | Reduced |
| Tred Avon Family Wealth, LLC | 703 | $251.2K | 0.08% | +46+7.0% | Added |
| Abel Hall, LLC | 690 | $246.4K | 0.04% | +690 | New |
| Moors & Cabot, Inc. | 689 | $246.1K | 0.01% | −92−11.8% | Reduced |
| Transcend Wealth Collective, LLC | 688 | $245.8K | 0.02% | +688 | New |