Everest Group, Ltd.
EG- 交易所
- NYSE
- 產業
- Fire, Marine & Casualty Insurance
- SEC CIK
- 0001095073
近 90 天，Everest Group, Ltd. 沒有內部人公開市場買賣的申報；2026 年第 2 季末有 690 家機構在 13F 申報持有，市值合計 $141.8 億；沒有大師持有。
2025 年第 4 季 13F 持有人
Everest Group, Ltd. 在 2025/12/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 685
- 較 2025 年第 3 季 +18 家
- 持有股數
- 3,937 萬
- 較 2025 年第 3 季 +93.1 萬 (+2.4%)
- 總市值
- $133.6 億
- 較 2025 年第 3 季 −$9,444 萬 (−0.7%)
- 新進機構
- 97
- 另有 207 家加碼
- 清倉機構
- 79
- 另有 289 家減碼
另有 10 家機構在 2025 年第 3 季持有、還沒有申報 2025 年第 4 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 EG 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 690 | $141.8 億 |
| 2026 年第 1 季 | 670 | $119.9 億 |
| 2025 年第 4 季 | 685 | $133.6 億 |
| 2025 年第 3 季 | 677 | $134.9 億 |
| 2025 年第 2 季 | 673 | $136.3 億 |
| 2025 年第 1 季 | 678 | $147.2 億 |
| 2024 年第 4 季 | 694 | $146.2 億 |
| 2024 年第 3 季 | 675 | $158.3 億 |
| 2024 年第 2 季 | 631 | $154.1 億 |
| 2024 年第 1 季 | 640 | $162.1 億 |
| 2023 年第 4 季 | 669 | $142.4 億 |
| 2023 年第 3 季 | 590 | $150.9 億 |
| 2023 年第 2 季 | 582 | $136.8 億 |
| 2023 年第 1 季 | 583 | $130.7 億 |
| 2022 年第 4 季 | 558 | $121.5 億 |
| 2022 年第 3 季 | 510 | $96.6 億 |
| 2022 年第 2 季 | 532 | $102.4 億 |
| 2022 年第 1 季 | 513 | $111.0 億 |
| 2021 年第 4 季 | 479 | $101.7 億 |
| 2021 年第 3 季 | 466 | $93.8 億 |
| 2021 年第 2 季 | 455 | $95.8 億 |
| 2021 年第 1 季 | 464 | $92.9 億 |
2025 年第 4 季持有機構
每家機構持有 Everest Group, Ltd. 的股數、市值與佔組合比重；股數變化跟 2025 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Caldwell Trust Co | 62 | $2.10 萬 | 0.00% | 00.0% | 不變 |
| Moisand Fitzgerald Tamayo, LLC | 64 | $2.17 萬 | 0.00% | 00.0% | 不變 |
| Pinnacle Wealth Planning Services, Inc. | 65 | $2.21 萬 | 0.00% | +65 | 新進 |
| Chesapeake Asset Management LLC | 76 | $2.58 萬 | 0.02% | 00.0% | 不變 |
| Trifecta Capital Advisors, LLC | 80 | $2.71 萬 | 0.00% | 00.0% | 不變 |
| Heritage Wealth Advisors | 80 | $2.71 萬 | 0.00% | 00.0% | 不變 |
| DT Investment Partners, LLC | 82 | $2.78 萬 | 0.00% | 00.0% | 不變 |
| Cromwell Holdings LLC | 88 | $2.99 萬 | 0.02% | 00.0% | 不變 |
| Eastern Bank | 90 | $3.05 萬 | 0.00% | 00.0% | 不變 |
| TSFG, LLC | 90 | $3.10 萬 | 0.00% | 00.0% | 不變 |
| Sunbelt Securities, Inc. | 92 | $3.12 萬 | 0.00% | 00.0% | 不變 |
| Root Financial Partners, LLC | 97 | $3.29 萬 | 0.00% | +12+14.1% | 加碼 |
| Activest Wealth Management | 99 | $3.36 萬 | 0.01% | +99 | 新進 |
| Raiffeisen Bank International AG | 100 | $3.41 萬 | 0.00% | +100 | 新進 |
| Massmutual Trust Co FSB | 103 | $3.50 萬 | 0.00% | −48−31.8% | 減碼 |
| Thompson Investment Management, Inc. | 104 | $3.53 萬 | 0.00% | 00.0% | 不變 |
| WPG Advisers, LLC | 108 | $3.67 萬 | 0.03% | −18−14.3% | 減碼 |
| Montag A & Associates Inc | 110 | $3.73 萬 | 0.00% | 00.0% | 不變 |
| Cullen/Frost Bankers, Inc. | 110 | $3.73 萬 | 0.00% | +110 | 新進 |
| Parkside Financial Bank & Trust | 114 | $3.87 萬 | 0.00% | +3+2.7% | 加碼 |
| Sentry Investment Management LLC | 116 | $3.90 萬 | 0.03% | 00.0% | 不變 |
| Bryn Mawr Trust Co | 115 | $3.90 萬 | 0.00% | 00.0% | 不變 |
| Onefund, LLC | 124 | $4.21 萬 | 0.03% | +9+7.8% | 加碼 |
| SJS Investment Consulting Inc. | 136 | $4.62 萬 | 0.01% | +124+1,033.3% | 加碼 |
| Bruce G. Allen Investments, LLC | 144 | $4.89 萬 | 0.03% | −9−5.9% | 減碼 |
| Hantz Financial Services, Inc. | 148 | $5.00 萬 | 0.00% | −268−64.4% | 減碼 |
| Umb Bank N A | 150 | $5.09 萬 | 0.00% | +43+40.2% | 加碼 |
| True Wealth Design, LLC | 156 | $5.29 萬 | 0.02% | −85−35.3% | 減碼 |
| Toth Financial Advisory Corp | 158 | $5.36 萬 | 0.01% | +78+97.5% | 加碼 |
| Key Financial Inc | 159 | $5.40 萬 | 0.01% | 00.0% | 不變 |
| Brown Brothers Harriman & Co | 171 | $5.80 萬 | 0.00% | +37+27.6% | 加碼 |
| First Financial Corp | 200 | $6.79 萬 | 0.03% | 00.0% | 不變 |
| Signaturefd, LLC | 206 | $6.99 萬 | 0.00% | +18+9.6% | 加碼 |
| Covestor Ltd | 226 | $7.70 萬 | 0.04% | +192+564.7% | 加碼 |
| Transamerica Financial Advisors, Inc. | 232 | $7.87 萬 | 0.01% | −5−2.1% | 減碼 |
| Asset Dedication, LLC | 250 | $8.48 萬 | 0.01% | 00.0% | 不變 |
| Private Trust Co NA | 255 | $8.65 萬 | 0.01% | −6−2.3% | 減碼 |
| Central Trust Co | 283 | $9.60 萬 | 0.00% | +1+0.4% | 加碼 |
| Grove Bank & Trust | 289 | $9.81 萬 | 0.01% | −13−4.3% | 減碼 |
| Rossby Financial, LCC | 302 | $10.2 萬 | 0.03% | −396−56.7% | 減碼 |
| Versant Capital Management, Inc | 318 | $10.8 萬 | 0.01% | −12−3.6% | 減碼 |
| Ostrum Asset Management | 328 | $11.1 萬 | 0.01% | −109−24.9% | 減碼 |
| Bayforest Capital Ltd | 370 | $12.6 萬 | 0.09% | −470−56.0% | 減碼 |
| Ameritas Investment Partners, Inc. | 376 | $12.8 萬 | 0.00% | −25−6.2% | 減碼 |
| Ancora Advisors, LLC | 379 | $12.9 萬 | 0.00% | +54+16.6% | 加碼 |
| Steward Partners Investment Advisory, LLC | 410 | $13.9 萬 | 0.00% | +11+2.8% | 加碼 |
| Flagship Harbor Advisors, LLC | 424 | $14.4 萬 | 0.01% | −377−47.1% | 減碼 |
| Centaurus Financial, Inc. | 439 | $14.9 萬 | 0.01% | −23−5.0% | 減碼 |
| Parallel Advisors, LLC | 451 | $15.3 萬 | 0.00% | −357−44.2% | 減碼 |
| Webster Bank, N. A. | 500 | $17.0 萬 | 0.02% | 00.0% | 不變 |
| IFP Advisors, Inc | 500 | $17.0 萬 | 0.00% | +209+71.8% | 加碼 |
| Global Retirement Partners, LLC | 529 | $18.0 萬 | 0.00% | +449+561.3% | 加碼 |
| Colonial Trust Co | 548 | $18.6 萬 | 0.02% | −417−43.2% | 減碼 |
| GAMMA Investing LLC | 583 | $19.8 萬 | 0.01% | +25+4.5% | 加碼 |
| Somerset Trust Co | 594 | $20.2 萬 | 0.06% | −8−1.3% | 減碼 |
| Essex Financial Services, Inc. | 595 | $20.2 萬 | 0.01% | −259−30.3% | 減碼 |
| Essential Partners LLC | 596 | $20.2 萬 | 0.06% | −1,481−71.3% | 減碼 |
| Lighthouse Investment Partners, LLC | 600 | $20.4 萬 | 0.01% | −41,637−98.6% | 減碼 |
| Evoke Wealth, LLC | 604 | $20.5 萬 | 0.00% | −840−58.2% | 減碼 |
| R Squared Ltd | 611 | $20.7 萬 | 0.10% | +611 | 新進 |
| Tred Avon Family Wealth, LLC | 617 | $20.9 萬 | 0.07% | −11−1.8% | 減碼 |
| Axxcess Wealth Management, LLC | 618 | $21.0 萬 | 0.00% | +618 | 新進 |
| Woodline Partners LP | 618 | $21.0 萬 | 0.00% | −31,724−98.1% | 減碼 |
| Personal Cfo Solutions, LLC | 620 | $21.0 萬 | 0.03% | −13−2.1% | 減碼 |
| GTS Securities LLC | 623 | $21.1 萬 | 0.01% | +623 | 新進 |
| Smithfield Trust Co | 630 | $21.2 萬 | 0.01% | 00.0% | 不變 |
| Darwin Advisors, LLC | 625 | $21.2 萬 | 0.07% | +57+10.0% | 加碼 |
| Wealthspire Advisors, LLC | 639 | $21.7 萬 | 0.00% | +624+4,160.0% | 加碼 |
| Segment Wealth Management, LLC | 640 | $21.7 萬 | 0.01% | +640 | 新進 |
| QRG Capital Management, Inc. | 642 | $21.8 萬 | 0.00% | −768−54.5% | 減碼 |
| Texas Yale Capital Corp. | 643 | $21.8 萬 | 0.01% | 00.0% | 不變 |
| Beese Fulmer Investment Management, Inc. | 644 | $21.9 萬 | 0.01% | +644 | 新進 |
| Voleon Capital Management LP | 647 | $22.0 萬 | 0.00% | −326−33.5% | 減碼 |
| CX Institutional | 652 | $22.1 萬 | 0.01% | +140+27.3% | 加碼 |
| Canvas Wealth Advisors, LLC | 663 | $22.5 萬 | 0.04% | +663 | 新進 |
| Leonteq Securities AG | 670 | $22.7 萬 | 0.01% | 00.0% | 不變 |
| TCW Group Inc | 670 | $22.7 萬 | 0.00% | +670 | 新進 |
| Strategic Family Wealth Counselors, L.L.C. | 717 | $22.9 萬 | 0.05% | +717 | 新進 |
| Prelude Capital Management, LLC | 678 | $23.0 萬 | 0.02% | −32−4.5% | 減碼 |
| Keebeck Alpha, LP | 678 | $23.0 萬 | 0.61% | +678 | 新進 |
| Red Door Wealth Management, LLC | 680 | $23.1 萬 | 0.02% | +8+1.2% | 加碼 |
| Vident Advisory, LLC | 705 | $23.9 萬 | 0.00% | −12−1.7% | 減碼 |
| Patton Fund Management, Inc. | 705 | $23.9 萬 | 0.03% | +83+13.3% | 加碼 |
| Allworth Financial LP | 707 | $24.0 萬 | 0.00% | −159−18.4% | 減碼 |
| Wealthfront Advisers LLC | 708 | $24.0 萬 | 0.00% | −758−51.7% | 減碼 |
| NewEdge Wealth, LLC | 711 | $24.1 萬 | 0.00% | +711 | 新進 |
| United Capital Financial Advisers, LLC | 717 | $24.3 萬 | 0.00% | −154−17.7% | 減碼 |
| Quent Capital, LLC | 717 | $24.3 萬 | 0.02% | +3+0.4% | 加碼 |
| Moors & Cabot, Inc. | 725 | $24.6 萬 | 0.01% | +26+3.7% | 加碼 |
| Jackson Thornton Asset Management, LLC | 746 | $24.8 萬 | 0.02% | −619−45.3% | 減碼 |
| Capital Performance Advisors LLP | 732 | $24.8 萬 | 0.02% | −60−7.6% | 減碼 |
| MBA Advisors LLC | 733 | $24.9 萬 | 0.10% | −203−21.7% | 減碼 |
| Toroso Investments, LLC | 740 | $25.1 萬 | 0.00% | −409−35.6% | 減碼 |
| Kera Capital Partners, Inc. | 759 | $25.1 萬 | 0.03% | −269−26.2% | 減碼 |
| Cambient Family Office, LLC | 742 | $25.2 萬 | 0.04% | +742 | 新進 |
| Kaufman Rossin Wealth, LLC | 748 | $25.4 萬 | 0.13% | −451−37.6% | 減碼 |
| Simplex Trading, LLC | 757 | $25.7 萬 | 0.01% | +757 | 新進 |
| Sivia Capital Partners, LLC | 766 | $26.0 萬 | 0.05% | −1,626−68.0% | 減碼 |
| Chicago Partners Investment Group LLC | 805 | $26.1 萬 | 0.01% | −430−34.8% | 減碼 |
| CIBC World Markets Inc. | 770 | $26.1 萬 | 0.00% | −12−1.5% | 減碼 |