# EVEREST GROUP LTD (EG)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/EG/

- Reporting holders: 19
- Reported value: $12.2M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Dupree Financial Group, LLC](https://holderbook.com/funds/1989251-dupree-financial-group-llc/) | $6.8M | 18,525 | 2.4% | 5 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $1.5M | 4,202 | 0.0% | 16 |
| [SACKS & ASSOCIATES, LLC](https://holderbook.com/funds/2145868-sacks-associates-llc/) | $768.0K | 2,103 | 0.5% | 4 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $744.2K | 2,038 | 0.0% | 12 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $704.0K | 1,928 | 0.0% | 20 |
| [Legacy Wealth Asset Management, LLC](https://holderbook.com/funds/1846151-legacy-wealth-asset-management-llc/) | $593.4K | 1,625 | 0.1% | 16 |
| [Legacy Private Trust Co.](https://holderbook.com/funds/1352547-legacy-private-trust-co/) | $383.4K | 1,050 | 0.0% | 5 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $249.4K | 683 | 0.0% | 32 |
| [Paragon Capital Management Ltd](https://holderbook.com/funds/1569765-paragon-capital-management-ltd/) | $203.2K | 556 | 0.0% | 1 |
| [Grove Bank & Trust](https://holderbook.com/funds/1662212-grove-bank-trust/) | $105.5K | 289 | 0.0% | 16 |
| [Wealth Enhancement Trust Services, Inc.](https://holderbook.com/funds/2067696-wealth-enhancement-trust-services-inc/) | $95.3K | 261 | 0.0% | 2 |
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $32.9K | 90 | 0.0% | 9 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $17.2K | 47 | 0.0% | 19 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $15.0K | 41 | 0.0% | 3 |
| [Mn Services Vermogensbeheer B.V.](https://holderbook.com/funds/1666940-mn-services-vermogensbeheer-b-v/) | $4.3K | 11,832 | 0.0% | 14 |
| [Marquette Asset Management, LLC](https://holderbook.com/funds/1395067-marquette-asset-management-llc/) | $2.6K | 7 | 0.0% | 4 |
| [ARMSTRONG ADVISORY GROUP, INC](https://holderbook.com/funds/1932952-armstrong-advisory-group-inc/) | $2.6K | 7 | 0.0% | 1 |
| [AMERICAN NATIONAL BANK & TRUST](https://holderbook.com/funds/1272164-american-national-bank-trust/) | $1.5K | 4 | 0.0% | 2 |
| [GoalVest Advisory LLC](https://holderbook.com/funds/1839307-goalvest-advisory-llc/) | $730 | 2 | 0.0% | 1 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $365 | 1 | 0.0% | 1 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $218 | 596 | 0.0% | 7 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 19 | $12.2M |
| Q2 2026 | 689 | $15.1B |
| Q1 2026 | 668 | $12.1B |
| Q4 2025 | 689 | $13.6B |
| Q3 2025 | 682 | $13.6B |
| Q2 2025 | 673 | $13.8B |
| Q1 2025 | 679 | $14.9B |
| Q4 2024 | 694 | $14.9B |
| Q3 2024 | 672 | $15.9B |
| Q2 2024 | 634 | $15.5B |
| Q1 2024 | 644 | $16.8B |
| Q4 2023 | 671 | $14.6B |