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 |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 686 | $245.1K | 0.01% | −1,007−59.5% | Reduced |
| Elyxium Wealth, LLC | 677 | $241.8K | 0.03% | +677 | New |
| Jones Financial Companies LLLP | 677 | $240.7K | 0.00% | +90+15.3% | Added |
| MBA Advisors LLC | 666 | $237.9K | 0.08% | +34+5.4% | Added |
| Vontobel Holding Ltd. | 647 | $231.1K | 0.00% | −666−50.7% | Reduced |
| Bank of Stockton | 647 | $231.1K | 0.06% | −83−11.4% | Reduced |
| Fifth Third Wealth Advisors LLC | 642 | $229.3K | 0.01% | +642 | New |
| Pensionmark Financial Group, LLC | 693 | $227.9K | 0.00% | −30−4.1% | Reduced |
| QRG Capital Management, Inc. | 634 | $226.7K | 0.00% | +634 | New |
| Versant Capital Management, Inc | 634 | $226.5K | 0.02% | +163+34.6% | Added |
| Smithfield Trust Co | 630 | $225.0K | 0.01% | 00.0% | Unchanged |
| 111 Capital | 627 | $224.0K | 0.04% | +627 | New |
| Atria Investments LLC | 617 | $220.4K | 0.00% | +617 | New |
| Drive Wealth Management, LLC | 615 | $219.7K | 0.04% | +615 | New |
| Personal Cfo Solutions, LLC | 613 | $219.0K | 0.03% | −2−0.3% | Reduced |
| American Trust | 611 | $218.3K | 0.02% | +611 | New |
| Somerset Trust Co | 606 | $216.5K | 0.06% | +606 | New |
| Beese Fulmer Investment Management, Inc. | 598 | $213.6K | 0.01% | +598 | New |
| Voleon Capital Management LP | 580 | $207.2K | 0.00% | −2,860−83.1% | Reduced |
| VestGen Advisors, LLC | 576 | $205.8K | 0.01% | +576 | New |
| Clearstead Advisors, LLC | 564 | $201.5K | 0.00% | +463+458.4% | Added |
| CX Institutional | 564 | $201.0K | 0.01% | +5+0.9% | Added |
| Parcion Private Wealth LLC | 560 | $200.0K | 0.01% | +560 | New |
| Global Retirement Partners, LLC | 510 | $182.2K | 0.00% | +510 | New |
| Webster Bank, N. A. | 500 | $178.6K | 0.02% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 468 | $167.2K | 0.01% | −13,866−96.7% | Reduced |
| Centaurus Financial, Inc. | 431 | $154.0K | 0.01% | −2−0.5% | Reduced |
| Banque Cantonale Vaudoise | 430 | $154.0K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 431 | $154.0K | 0.00% | +93+27.5% | Added |
| Rothschild Investment LLC | 427 | $152.5K | 0.01% | −309−42.0% | Reduced |
| Mather Group, LLC. | 424 | $151.5K | 0.00% | +34+8.7% | Added |
| EverSource Wealth Advisors, LLC | 371 | $132.5K | 0.00% | −70−15.9% | Reduced |
| Rossby Financial, LCC | 366 | $130.7K | 0.02% | −2−0.5% | Reduced |
| Ronald Blue Trust, Inc. | 359 | $128.2K | 0.00% | −192−34.8% | Reduced |
| Ameritas Investment Partners, Inc. | 350 | $125.0K | 0.00% | −26−6.9% | Reduced |
| Ancora Advisors, LLC | 325 | $116.1K | 0.00% | −66−16.9% | Reduced |
| Grove Bank & Trust | 281 | $100.4K | 0.01% | −7−2.4% | Reduced |
| Private Trust Co NA | 268 | $95.7K | 0.01% | +22+8.9% | Added |
| SJS Investment Consulting Inc. | 258 | $92.2K | 0.01% | +6+2.4% | Added |
| Asset Dedication, LLC | 250 | $89.3K | 0.01% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 225 | $80.5K | 0.01% | −2−0.9% | Reduced |
| Covestor Ltd | 218 | $78.0K | 0.05% | +39+21.8% | Added |
| Employees Retirement System of Texas | 215 | $77.0K | 0.00% | +215 | New |
| USA Financial Formulas | 212 | $75.7K | 0.01% | +212 | New |
| First Financial Corp | 200 | $71.4K | 0.02% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 189 | $67.5K | 0.06% | +189 | New |
| True Wealth Design, LLC | 187 | $66.8K | 0.02% | +79+73.1% | Added |
| Umb Bank N A | 180 | $64.3K | 0.00% | −22−10.9% | Reduced |
| Institute for Wealth Management, LLC. | 168 | $59.8K | 0.01% | +168 | New |
| Custom Index Systems, LLC | 165 | $58.9K | 0.02% | +165 | New |
| Bruce G. Allen Investments, LLC | 154 | $55.0K | 0.04% | +10+6.9% | Added |
| WealthCollab, LLC | 153 | $54.7K | 0.02% | +105+218.8% | Added |
| Essential Partners LLC | 130 | $46.4K | 0.02% | −66−33.7% | Reduced |
| IFP Advisors, Inc | 127 | $45.4K | 0.00% | −19−13.0% | Reduced |
| Colonial Trust Co | 127 | $45.4K | 0.01% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 115 | $41.1K | 0.00% | 00.0% | Unchanged |
| Fedenia Advisers LLC | 111 | $39.7K | 0.01% | +111 | New |
| Montag A & Associates Inc | 110 | $39.3K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 108 | $38.6K | 0.00% | +4+3.8% | Added |
| Onefund, LLC | 107 | $38.2K | 0.02% | −8−7.0% | Reduced |
| Cary Street Partner Investment Advisory LLC | 107 | $38.2K | 0.01% | +15+16.3% | Added |
| Thompson Investment Management, Inc. | 104 | $37.2K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 103 | $36.8K | 0.02% | +7+7.3% | Added |
| Golden State Wealth Management, LLC | 103 | $36.8K | 0.00% | +103 | New |
| Horizon Investments, LLC | 1,298 | $36.3K | 0.00% | +150+13.1% | Added |
| Activest Wealth Management | 100 | $35.7K | 0.01% | +1+1.0% | Added |
| Continuum Advisory, LLC | 96 | $34.3K | 0.00% | −17,310−99.4% | 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 |
| Central Trust Co | 91 | $32.5K | 0.00% | −100−52.4% | Reduced |
| Eastern Bank | 90 | $32.2K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 90 | $32.0K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 82 | $29.3K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 81 | $28.9K | 0.00% | +5+6.6% | Added |
| Trifecta Capital Advisors, LLC | 80 | $28.6K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 76 | $27.1K | 0.02% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 71 | $26.4K | 0.00% | +1+1.4% | Added |
| Vanguard National Trust Co | 67 | $23.9K | 0.00% | −17−20.2% | Reduced |
| TD Private Client Wealth LLC | 66 | $23.6K | 0.00% | +14+26.9% | Added |
| TD Waterhouse Canada Inc. | 65 | $23.4K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 65 | $23.2K | 0.00% | +2+3.2% | Added |
| Moisand Fitzgerald Tamayo, LLC | 64 | $22.9K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 62 | $22.1K | 0.00% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 61 | $21.8K | 0.00% | +61 | New |
| Sachetta, LLC | 60 | $21.4K | 0.01% | −7−10.4% | Reduced |
| Cassaday & Co Wealth Management LLC | 60 | $21.4K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 56 | $20.0K | 0.01% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 53 | $18.9K | 0.00% | −2,113−97.6% | Reduced |
| Zions Bancorporation, National Association | 50 | $17.9K | 0.00% | −13−20.6% | Reduced |
| Cedar Mountain Advisors, LLC | 46 | $16.4K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 46 | $16.4K | 0.01% | +46 | New |
| LRI Investments, LLC | 45 | $16.1K | 0.00% | +3+7.1% | Added |
| Smartleaf Asset Management LLC | 43 | $15.8K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 43 | $15.4K | 0.00% | −18−29.5% | Reduced |
| Keating Financial Advisory Services, Inc. | 43 | $15.4K | 0.00% | +2+4.9% | Added |
| GHP Investment Advisors, Inc. | 41 | $14.6K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 40 | $14.3K | 0.00% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 40 | $14.3K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 40 | $14.3K | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 40 | $14.3K | 0.00% | +40 | New |