13F

Stock

Everest Group, Ltd.

EG · held by 24 managers

Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025

Reported value

$338.1M

Holders

24

+1 new · −2 exited

Holders’ est. mark

$1.78M

Price effect on 7 books still in the name

Largest holder

$154M

MORGAN STANLEY

Holder count by quarter

Q1 2016Q3 2016Q4 2016Q1 2017Q2 2017Q3 2017Q1 2018Q2 2018Q3 2018Q2 2020Q3 2020Q4 2020Q2 2021Q3 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026

Who holds it

Notable only
InvestorSharesValueEst. markChange
MORGAN STANLEY439.8K$154M—Held
BANK OF AMERICA CORP /DE/213K$74.6M—Held
BARCLAYS PLC160.1K$56.1M$1.66MAdded$1.85M
MIRABELLA FINANCIAL SERVICES LLP64K$22.4M—Held
Davis Selected Advisers39.4K$13.8M—Held
SUMMIT WEALTH GROUP LLC / CO15.1K$7.04M—Held
Swiss Life Asset Management Ltd7.65K$2.68M$58.3KAdded$770.7K
Strategic Investment Advisors / MI5.36K$1.88M—Held
TUDOR INVESTMENT CORP ET AL5.29K$1.85M—Held
Sanctuary Advisors, LLC2.93K$1.03M$27.4KAdded$134.9K
Essential Partners LLC2.08K$727.4K$20.8KAdded$46K
Savant Capital, LLC1.02K$356.1K$10.6KCut−$25.5K
GROUPAMA ASSET MANAGMENT1.01K$354.1K—Held
PEAK6 LLC895$313.5K—New
J. Team Financial, Inc.881$308.7K—Held
Allworth Financial LP866$303.2K—Held
Leonteq Securities AG670$234.7K$6.95KAdded$6.95K
IFP Advisors, Inc291$101.9K—Held
MV CAPITAL MANAGEMENT, INC.23$8.06K—Held
Prestige Wealth Management Group LLC3$1.05K$31Added$31
Principia Wealth Advisory, LLC3$1.05K—Held
KBC Group NV2.75K$962—Held
NEW MEXICO EDUCATIONAL RETIREMENT BOARD1.9K$665—Held
Kilter Group LLC1$351—Held

Who left

Positions as of Q3 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.