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。
2026 年第 1 季 13F 持有人
Everest Group, Ltd. 在 2026/3/31 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
- 670
- 較 2025 年第 4 季 −3 家
- 持有股數
- 3,665 萬
- 較 2025 年第 4 季 +457.3 萬 (+14.3%)
- 總市值
- $119.9 億
- 較 2025 年第 4 季 +$11.0 億 (+10.1%)
- 新進機構
- 77
- 另有 244 家加碼
- 清倉機構
- 80
- 另有 253 家減碼
另有 12 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 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 |
2026 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Whipplewood Advisors, LLC | 59 | $1.93 萬 | 0.01% | +57+2,850.0% | 加碼 |
| Cassaday & Co Wealth Management LLC | 60 | $1.96 萬 | 0.00% | +60 | 新進 |
| Massmutual Trust Co FSB | 61 | $1.99 萬 | 0.00% | −42−40.8% | 減碼 |
| Caldwell Trust Co | 62 | $2.03 萬 | 0.00% | 00.0% | 不變 |
| Pinnacle Wealth Planning Services, Inc. | 63 | $2.06 萬 | 0.00% | −2−3.1% | 減碼 |
| Zions Bancorporation, National Association | 63 | $2.06 萬 | 0.00% | +11+21.2% | 加碼 |
| Moisand Fitzgerald Tamayo, LLC | 64 | $2.09 萬 | 0.00% | 00.0% | 不變 |
| TD Waterhouse Canada Inc. | 65 | $2.10 萬 | 0.00% | +65 | 新進 |
| Sachetta, LLC | 67 | $2.19 萬 | 0.01% | +54+415.4% | 加碼 |
| Cornerstone Planning Group LLC | 70 | $2.43 萬 | 0.00% | +8+12.9% | 加碼 |
| Chesapeake Asset Management LLC | 76 | $2.48 萬 | 0.02% | 00.0% | 不變 |
| CVA Family Office, LLC | 76 | $2.48 萬 | 0.00% | +51+204.0% | 加碼 |
| Toth Financial Advisory Corp | 80 | $2.61 萬 | 0.00% | −78−49.4% | 減碼 |
| Trifecta Capital Advisors, LLC | 80 | $2.61 萬 | 0.00% | 00.0% | 不變 |
| DT Investment Partners, LLC | 82 | $2.68 萬 | 0.00% | 00.0% | 不變 |
| Vanguard National Trust Co | 84 | $2.75 萬 | 0.00% | +84 | 新進 |
| TSFG, LLC | 90 | $2.90 萬 | 0.00% | 00.0% | 不變 |
| Cromwell Holdings LLC | 89 | $2.91 萬 | 0.02% | +1+1.1% | 加碼 |
| Eastern Bank | 90 | $2.94 萬 | 0.00% | 00.0% | 不變 |
| Sunbelt Securities, Inc. | 92 | $3.01 萬 | 0.00% | 00.0% | 不變 |
| Cary Street Partner Investment Advisory LLC | 92 | $3.01 萬 | 0.01% | +51+124.4% | 加碼 |
| WPG Advisers, LLC | 96 | $3.14 萬 | 0.02% | −12−11.1% | 減碼 |
| Activest Wealth Management | 99 | $3.24 萬 | 0.01% | 00.0% | 不變 |
| SRS Capital Advisors, Inc. | 97 | $3.26 萬 | 0.00% | +58+148.7% | 加碼 |
| Clearstead Advisors, LLC | 101 | $3.30 萬 | 0.00% | −1,025−91.0% | 減碼 |
| Thompson Investment Management, Inc. | 104 | $3.40 萬 | 0.00% | 00.0% | 不變 |
| Parkside Financial Bank & Trust | 104 | $3.40 萬 | 0.00% | −10−8.8% | 減碼 |
| True Wealth Design, LLC | 108 | $3.53 萬 | 0.01% | −48−30.8% | 減碼 |
| Montag A & Associates Inc | 110 | $3.60 萬 | 0.00% | 00.0% | 不變 |
| Quarry LP | 111 | $3.63 萬 | 0.01% | +111 | 新進 |
| Onefund, LLC | 115 | $3.73 萬 | 0.02% | −9−7.3% | 減碼 |
| Bryn Mawr Trust Co | 115 | $3.76 萬 | 0.00% | 00.0% | 不變 |
| Colonial Trust Co | 127 | $4.15 萬 | 0.01% | −421−76.8% | 減碼 |
| Bruce G. Allen Investments, LLC | 144 | $4.71 萬 | 0.03% | 00.0% | 不變 |
| IFP Advisors, Inc | 146 | $4.77 萬 | 0.00% | −354−70.8% | 減碼 |
| TopTier Wealth Management, LLC | 160 | $5.23 萬 | 0.03% | +160 | 新進 |
| Root Financial Partners, LLC | 165 | $5.39 萬 | 0.00% | +68+70.1% | 加碼 |
| Covestor Ltd | 179 | $5.90 萬 | 0.04% | −47−20.8% | 減碼 |
| Central Trust Co | 191 | $6.24 萬 | 0.00% | −92−32.5% | 減碼 |
| Essential Partners LLC | 196 | $6.41 萬 | 0.02% | −400−67.1% | 減碼 |
| First Financial Corp | 200 | $6.54 萬 | 0.03% | 00.0% | 不變 |
| Umb Bank N A | 202 | $6.60 萬 | 0.00% | +52+34.7% | 加碼 |
| Transamerica Financial Advisors, Inc. | 227 | $7.44 萬 | 0.01% | −5−2.2% | 減碼 |
| Private Trust Co NA | 246 | $8.04 萬 | 0.01% | −9−3.5% | 減碼 |
| Asset Dedication, LLC | 250 | $8.17 萬 | 0.01% | 00.0% | 不變 |
| Hantz Financial Services, Inc. | 251 | $8.20 萬 | 0.00% | +103+69.6% | 加碼 |
| SJS Investment Consulting Inc. | 252 | $8.24 萬 | 0.01% | +116+85.3% | 加碼 |
| Grove Bank & Trust | 288 | $9.41 萬 | 0.01% | −1−0.3% | 減碼 |
| Signaturefd, LLC | 338 | $11.0 萬 | 0.00% | +132+64.1% | 加碼 |
| Rossby Financial, LCC | 368 | $11.9 萬 | 0.02% | +66+21.9% | 加碼 |
| GWM Advisors LLC | 370 | $12.1 萬 | 0.00% | −968−72.3% | 減碼 |
| Ameritas Investment Partners, Inc. | 376 | $12.3 萬 | 0.00% | 00.0% | 不變 |
| Advisory Services Network, LLC | 387 | $12.7 萬 | 0.00% | +387 | 新進 |
| Mather Group, LLC. | 390 | $12.7 萬 | 0.00% | +390 | 新進 |
| Ancora Advisors, LLC | 391 | $12.8 萬 | 0.00% | +12+3.2% | 加碼 |
| Banque Cantonale Vaudoise | 430 | $14.1 萬 | 0.01% | +430 | 新進 |
| Steward Partners Investment Advisory, LLC | 432 | $14.1 萬 | 0.00% | +22+5.4% | 加碼 |
| Centaurus Financial, Inc. | 433 | $14.2 萬 | 0.01% | −6−1.4% | 減碼 |
| EverSource Wealth Advisors, LLC | 441 | $14.4 萬 | 0.00% | −623−58.6% | 減碼 |
| Versant Capital Management, Inc | 471 | $15.4 萬 | 0.02% | +153+48.1% | 加碼 |
| Webster Bank, N. A. | 500 | $16.3 萬 | 0.02% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 551 | $18.0 萬 | 0.00% | −227−29.2% | 減碼 |
| Walleye Capital LLC | 557 | $18.2 萬 | 0.00% | −229−29.1% | 減碼 |
| CX Institutional | 559 | $18.3 萬 | 0.01% | −93−14.3% | 減碼 |
| Jones Financial Companies LLLP | 587 | $18.7 萬 | 0.00% | −285−32.7% | 減碼 |
| Allworth Financial LP | 580 | $19.0 萬 | 0.00% | −127−18.0% | 減碼 |
| Quent Capital, LLC | 608 | $19.9 萬 | 0.01% | −109−15.2% | 減碼 |
| Blair William & Co | 612 | $20.0 萬 | 0.00% | −161−20.8% | 減碼 |
| Personal Cfo Solutions, LLC | 615 | $20.1 萬 | 0.03% | −5−0.8% | 減碼 |
| GenTrust, LLC | 616 | $20.1 萬 | 0.01% | −258−29.5% | 減碼 |
| Summitry LLC | 618 | $20.2 萬 | 0.01% | +618 | 新進 |
| Smithfield Trust Co | 630 | $20.5 萬 | 0.01% | 00.0% | 不變 |
| MBA Advisors LLC | 632 | $20.7 萬 | 0.08% | −101−13.8% | 減碼 |
| Perigon Wealth Management, LLC | 635 | $20.8 萬 | 0.00% | −404−38.9% | 減碼 |
| Tred Avon Family Wealth, LLC | 657 | $21.5 萬 | 0.07% | +40+6.5% | 加碼 |
| Kera Capital Partners, Inc. | 665 | $21.7 萬 | 0.03% | −94−12.4% | 減碼 |
| Fieldview Capital Management, LLC | 673 | $22.0 萬 | 0.06% | +673 | 新進 |
| Everence Capital Management Inc | 679 | $22.2 萬 | 0.01% | −1,055−60.8% | 減碼 |
| Canvas Wealth Advisors, LLC | 691 | $22.6 萬 | 0.04% | +28+4.2% | 加碼 |
| Skopos Labs, Inc. | 693 | $22.7 萬 | 0.01% | +693 | 新進 |
| TCW Group Inc | 704 | $23.0 萬 | 0.00% | +34+5.1% | 加碼 |
| Red Door Wealth Management, LLC | 707 | $23.1 萬 | 0.02% | +27+4.0% | 加碼 |
| Brevan Howard Capital Management LP | 710 | $23.2 萬 | 0.00% | +710 | 新進 |
| Pensionmark Financial Group, LLC | 723 | $23.6 萬 | 0.00% | −193−21.1% | 減碼 |
| Bank of Stockton | 730 | $23.9 萬 | 0.07% | −350−32.4% | 減碼 |
| Brown Brothers Harriman & Co | 734 | $24.0 萬 | 0.00% | +563+329.2% | 加碼 |
| Rothschild Investment LLC | 736 | $24.1 萬 | 0.01% | −566−43.5% | 減碼 |
| CIBC World Markets Inc. | 736 | $24.1 萬 | 0.00% | −34−4.4% | 減碼 |
| Cambient Family Office, LLC | 765 | $25.0 萬 | 0.03% | +23+3.1% | 加碼 |
| Patton Fund Management, Inc. | 767 | $25.1 萬 | 0.04% | +62+8.8% | 加碼 |
| Parallel Advisors, LLC | 767 | $25.1 萬 | 0.00% | +316+70.1% | 加碼 |
| Moors & Cabot, Inc. | 781 | $25.5 萬 | 0.01% | +56+7.7% | 加碼 |
| J. Team Financial, Inc. | 807 | $26.4 萬 | 0.30% | −87−9.7% | 減碼 |
| Ostrum Asset Management | 813 | $26.6 萬 | 0.01% | +485+147.9% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 831 | $27.2 萬 | 0.01% | −16−1.9% | 減碼 |
| Huntington National Bank | 832 | $27.2 萬 | 0.00% | −430−34.1% | 減碼 |
| Wealthfront Advisers LLC | 835 | $27.3 萬 | 0.00% | +127+17.9% | 加碼 |
| Coastal Bridge Advisors, LLC | 859 | $28.1 萬 | 0.02% | +30+3.6% | 加碼 |
| Vise Technologies, Inc. | 829 | $28.1 萬 | 0.01% | 00.0% | 不變 |
| Advyzon Investment Management, LLC | 872 | $28.5 萬 | 0.03% | +37+4.4% | 加碼 |