HolderBook

EVEREST GROUP LTD (EG)

Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.

19
Reporting holders
$12.2M
Reported value
0.0%
Calls
0.0%
Puts
-670
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
Dupree Financial Group, LLC$6.8M18,5252.44%5q+1.9%+$124.5K
Farther Finance Advisors, LLC$1.5M4,2020.01%16q+141.9%+$900.2K
SACKS & ASSOCIATES, LLC$768.0K2,1030.54%4q-4.3%-$34.7K
GAMMA Investing LLC$744.2K2,0380.03%12q+17.8%+$112.5K
Avidian Wealth Enterprises, LLC$704.0K1,9280.02%20q-1.2%-$8.8K
Legacy Wealth Asset Management, LLC$593.4K1,6250.13%16q+0.6%+$3.3K
Legacy Private Trust Co.$383.4K1,0500.02%5qHELD
Versant Capital Management, Inc$249.4K6830.02%32q+7.7%+$17.9K
Paragon Capital Management Ltd$203.2K5560.04%newNEW
Grove Bank & Trust$105.5K2890.01%16q+2.8%+$2.9K
Wealth Enhancement Trust Services, Inc.$95.3K2610.01%2q+586.8%+$81.4K
EASTERN BANK$32.9K900.00%9qHELD
MassMutual Private Wealth & Trust, FSB$17.2K470.00%19q+9.3%+$1.5K
ELEVATION WEALTH PARTNERS, LLC$15.0K410.00%3q+70.8%+$6.2K
Mn Services Vermogensbeheer B.V.$4.3K11,8320.03%14qHELD
Marquette Asset Management, LLC$2.6K70.00%4qHELD
ARMSTRONG ADVISORY GROUP, INC$2.6K70.00%newNEW
AMERICAN NATIONAL BANK & TRUST$1.5K40.00%2qHELD
GoalVest Advisory LLC$73020.00%newNEW
CoreCap Advisors, LLC$36510.00%newNEW
CX Institutional$2185960.01%7q+5.7%

What the insiders did

Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.

Officers and directors

DateInsiderRoleSideSharesValue
2026-05-07Keen JasonEVP & CEO of GW & S DivisionSold775$272.7K

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202619$12.2M33,4594920.0%
Q2 2026689$15.1B41,426,860822522440.2%
Q1 2026668$12.1B36,803,513662342350.7%
Q4 2025689$13.6B39,838,654701982780.7%
Q3 2025682$13.6B38,550,800892202391.1%
Q2 2025673$13.8B40,065,112752522161.2%
Q1 2025679$14.9B40,449,693732132551.5%
Q4 2024694$14.9B40,460,441632442381.8%
Q3 2024672$15.9B40,405,746912182190.8%
Q2 2024634$15.5B40,405,532572371970.5%
Q1 2024644$16.8B42,032,707651992520.6%
Q4 2023671$14.6B40,927,796882451910.7%
Q3 2023593$15.5B41,281,823652111960.8%
Q2 2023584$13.8B39,954,508732021960.7%
Q1 2023583$13.3B37,088,723681871950.4%
Q4 2022559$12.2B36,565,962871392040.7%
Q3 2022511$9.7B36,750,952431801730.7%
Q2 2022528$10.3B36,492,089611851760.4%
Q1 2022515$11.1B36,837,036701681710.3%
Q4 2021477$10.2B37,203,020421421510.5%
Q3 2021460$9.4B37,345,111521441610.4%
Q2 2021458$9.6B37,990,984491471690.3%
Q1 2021460$9.3B37,599,582541491560.3%
Q4 2020440$9.0B38,038,187461311730.7%
Q3 2020430$7.5B37,867,726441331730.4%
Q2 2020425$7.9B37,901,797581411670.8%
Q1 2020425$7.6B39,131,573591451510.4%
Q4 2019447$11.6B41,617,537361231690.7%
Q3 2019445$10.5B38,953,254481391611.0%
Q2 2019448$9.5B38,123,870661301620.5%
Q1 2019424$8.2B37,749,881451411540.4%
Q4 2018430$8.5B38,777,85267110.5%