EVEREST GROUP, LTD. (EG) — Institutional Holders, Q2 2026 (page 6)
694 institutional investment managers reported a EG position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $14.2B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 501 to 600. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
EG 13F holders ranked 501–600 of 694
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 501 | Tower Research Capital (TRC)#501 · 686 sh | 686 | $245.1K | <0.01% | -59.5% |
| 502 | Elyxium Wealth#502 · 677 sh | 677 | $241.8K | — | New |
| 503 | JONES FINANCIAL COMPANIES LLLP#503 · 677 sh | 677 | $240.7K | <0.01% | +15.3% |
| 504 | MBA Advisors#504 · 666 sh | 666 | $237.9K | 0.08% | +5.4% |
| 505 | Vontobel Holding Ltd.#505 · 647 sh | 647 | $231.1K | — | -50.7% |
| 506 | BANK OF STOCKTON#506 · 647 sh | 647 | $231.1K | — | -11.4% |
| 507 | Fifth Third Wealth Advisors#507 · 642 sh | 642 | $229.3K | — | New |
| 508 | World Investment Advisors#508 · 693 sh | 693 | $227.9K | <0.01% | -4.1% |
| 509 | QRG CAPITAL MANAGEMENT#509 · 634 sh | 634 | $226.7K | <0.01% | New |
| 510 | Versant Capital Management#510 · 634 sh | 634 | $226.5K | — | +34.6% |
| 511 | Smithfield#511 · 630 sh | 630 | $225.0K | <0.01% | 0.0% |
| 512 | 111 Capital#512 · 627 sh | 627 | $224.0K | 0.04% | New |
| 513 | Atria Investments#513 · 617 sh | 617 | $220.4K | — | New |
| 514 | DRIVE WEALTH MANAGEMENT#514 · 615 sh | 615 | $219.7K | 0.04% | New |
| 515 | PERSONAL CFO SOLUTIONS#515 · 613 sh | 613 | $219.0K | 0.03% | -0.3% |
| 516 | American#516 · 611 sh | 611 | $218.3K | 0.02% | New |
| 517 | Somerset#517 · 606 sh | 606 | $216.5K | — | New |
| 518 | BEESE FULMER INVESTMENT MANAGEMENT#518 · 598 sh | 598 | $213.6K | — | New |
| 519 | Voleon Capital Management#519 · 580 sh | 580 | $207.2K | <0.01% | -83.1% |
| 520 | VestGen Advisors#520 · 576 sh | 576 | $205.8K | <0.01% | New |
| 521 | Clearstead Advisors#521 · 564 sh | 564 | $201.5K | <0.01% | +458.4% |
| 522 | CX Institutional#522 · 564 sh | 564 | $201.0K | — | +0.9% |
| 523 | Parcion Private Wealth#523 · 560 sh | 560 | $200.0K | 0.01% | New |
| 524 | Global Retirement Partners#524 · 510 sh | 510 | $182.2K | <0.01% | — |
| 525 | WEBSTER BANK, N. A.#525 · 500 sh | 500 | $178.6K | 0.02% | 0.0% |
| 526 | New Age Alpha Advisors#526 · 468 sh | 468 | $167.2K | <0.01% | -96.7% |
| 527 | Banque Cantonale Vaudoise#527 · 430 sh | 430 | $154.0K | <0.01% | 0.0% |
| 528 | CENTAURUS FINANCIAL#528 · 431 sh | 431 | $154.0K | <0.01% | -0.5% |
| 529 | SIGNATUREFD#529 · 431 sh | 431 | $154.0K | — | +27.5% |
| 530 | ROTHSCHILD INVESTMENT#530 · 427 sh | 427 | $152.5K | <0.01% | -42.0% |
| 531 | MATHER GROUP#531 · 424 sh | 424 | $151.5K | — | +8.7% |
| 532 | EverSource Wealth Advisors#532 · 371 sh | 371 | $132.5K | <0.01% | -82.4% |
| 533 | Rossby Financial, LCC#533 · 366 sh | 366 | $130.7K | 0.02% | -0.5% |
| 534 | Ronald Blue#534 · 359 sh | 359 | $128.2K | — | -34.8% |
| 535 | Ameritas Investment Partners#535 · 350 sh | 350 | $125.0K | <0.01% | -6.9% |
| 536 | Ancora Advisors#536 · 325 sh | 325 | $116.1K | <0.01% | -16.9% |
| 537 | Grove Bank#537 · 281 sh | 281 | $100.4K | — | -2.4% |
| 538 | PRIVATE NA#538 · 268 sh | 268 | $95.7K | — | +8.9% |
| 539 | SJS Investment Consulting#539 · 258 sh | 258 | $92.2K | — | +2.4% |
| 540 | Asset Dedication#540 · 250 sh | 250 | $89.3K | <0.01% | 0.0% |
| 541 | Transamerica Financial Advisors#541 · 225 sh | 225 | $80.5K | <0.01% | -0.9% |
| 542 | Covestor Ltd#542 · 218 sh | 218 | $78.0K | 0.04% | +21.8% |
| 543 | Parkside Financial Bank#543 · 216 sh | 216 | $77.2K | — | +107.7% |
| 544 | Employees Retirement System of Texas#544 · 215 sh | 215 | $77.0K | <0.01% | New |
| 545 | USA FINANCIAL FORMULAS#545 · 212 sh | 212 | $75.7K | 0.01% | — |
| 546 | FIRST FINANCIAL#546 · 200 sh | 200 | $71.4K | — | 0.0% |
| 547 | Bayforest Capital Ltd#547 · 189 sh | 189 | $67.5K | 0.06% | New |
| 548 | True Wealth Design#548 · 187 sh | 187 | $66.8K | — | +73.1% |
| 549 | UMB Bank, n.a.#549 · 180 sh | 180 | $64.3K | <0.01% | -10.9% |
| 550 | Institute for Wealth Management#550 · 168 sh | 168 | $59.8K | <0.01% | New |
| 551 | Bruce G. Allen Investments#551 · 154 sh | 154 | $55.0K | 0.04% | +6.9% |
| 552 | WealthCollab#552 · 153 sh | 153 | $54.7K | 0.02% | +218.8% |
| 553 | Essential Partners#553 · 130 sh | 130 | $46.4K | — | -33.7% |
| 554 | IFP Advisors#554 · 127 sh | 127 | $45.4K | — | -13.0% |
| 555 | Colonial / SC#555 · 127 sh | 127 | $45.4K | <0.01% | 0.0% |
| 556 | Wilmington Savings Fund Society, FSB#556 · 115 sh | 115 | $41.1K | — | 0.0% |
| 557 | Fedenia Advisers#557 · 111 sh | 111 | $39.7K | — | New |
| 558 | MONTAG A & ASSOCIATES#558 · 110 sh | 110 | $39.3K | <0.01% | 0.0% |
| 559 | ONEFUND#559 · 107 sh | 107 | $38.2K | 0.02% | -7.0% |
| 560 | CARY STREET PARTNERS INVESTMENT ADVISORY#560 · 107 sh | 107 | $38.2K | <0.01% | +16.3% |
| 561 | THOMPSON INVESTMENT MANAGEMENT#561 · 104 sh | 104 | $37.2K | — | 0.0% |
| 562 | Golden State Wealth Management#562 · 103 sh | 103 | $36.8K | <0.01% | New |
| 563 | WPG Advisers#563 · 103 sh | 103 | $36.8K | 0.02% | +7.3% |
| 564 | Horizon Investments#564 · 1,298 sh | 1,298 | $36.3K | <0.01% | +13.1% |
| 565 | Activest Wealth Management#565 · 100 sh | 100 | $35.7K | — | +1.0% |
| 566 | Continuum Advisory#566 · 96 sh | 96 | $34.3K | <0.01% | -99.4% |
| 567 | Larson Financial Group#567 · 94 sh | 94 | $33.6K | <0.01% | +129.3% |
| 568 | Cromwell#568 · 94 sh | 94 | $33.6K | 0.02% | +5.6% |
| 569 | CENTRAL#569 · 91 sh | 91 | $32.5K | <0.01% | -52.4% |
| 570 | EASTERN BANK#570 · 90 sh | 90 | $32.2K | — | 0.0% |
| 571 | TSFG#571 · 90 sh | 90 | $32.0K | — | 0.0% |
| 572 | DT Investment Partners#572 · 82 sh | 82 | $29.3K | — | 0.0% |
| 573 | CVA Family Office#573 · 81 sh | 81 | $28.9K | <0.01% | +6.6% |
| 574 | Trifecta Capital Advisors#574 · 80 sh | 80 | $28.6K | — | 0.0% |
| 575 | CHESAPEAKE ASSET MANAGEMENT#575 · 76 sh | 76 | $27.1K | 0.02% | 0.0% |
| 576 | Cornerstone Planning Group#576 · 71 sh | 71 | $26.4K | — | +1.4% |
| 577 | Vanguard National#577 · 67 sh | 67 | $23.9K | <0.01% | -20.2% |
| 578 | TD PRIVATE CLIENT WEALTH#578 · 66 sh | 66 | $23.6K | <0.01% | +26.9% |
| 579 | TD Waterhouse Canada#579 · 65 sh | 65 | $23.4K | — | 0.0% |
| 580 | Pinnacle Wealth Planning Services#580 · 65 sh | 65 | $23.2K | <0.01% | +3.2% |
| 581 | Moisand Fitzgerald Tamayo#581 · 64 sh | 64 | $22.9K | — | 0.0% |
| 582 | Caldwell#582 · 62 sh | 62 | $22.1K | <0.01% | 0.0% |
| 583 | Alpine Bank Wealth Management#583 · 61 sh | 61 | $21.8K | — | New |
| 584 | Cassaday & Wealth Management#584 · 60 sh | 60 | $21.4K | — | 0.0% |
| 585 | Sachetta#585 · 60 sh | 60 | $21.4K | 0.01% | -10.4% |
| 586 | Piscataqua Savings Bank#586 · 56 sh | 56 | $20.0K | — | 0.0% |
| 587 | Ameritas Advisory Services#587 · 53 sh | 53 | $18.9K | <0.01% | -97.6% |
| 588 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION#588 · 50 sh | 50 | $17.9K | <0.01% | -20.6% |
| 589 | Nova Wealth Management#589 · 50 sh | 50 | $17.9K | <0.01% | 0.0% |
| 590 | Deseret Mutual Benefit Administrators#590 · 46 sh | 46 | $16.4K | <0.01% | New |
| 591 | Cedar Mountain Advisors#591 · 46 sh | 46 | $16.4K | — | 0.0% |
| 592 | LRI Investments#592 · 45 sh | 45 | $16.1K | <0.01% | +7.1% |
| 593 | Smartleaf Asset Management#593 · 43 sh | 43 | $15.8K | <0.01% | 0.0% |
| 594 | MassMutual Private Wealth & , FSB#594 · 43 sh | 43 | $15.4K | — | -29.5% |
| 595 | Keating Financial Advisory Services#595 · 43 sh | 43 | $15.4K | <0.01% | +4.9% |
| 596 | GHP Investment Advisors#596 · 41 sh | 41 | $14.6K | — | 0.0% |
| 597 | Measured Wealth Private Client Group#597 · 40 sh | 40 | $14.3K | <0.01% | 0.0% |
| 598 | E Fund Management (Hong Kong) , Ltd.#598 · 40 sh | 40 | $14.3K | <0.01% | New |
| 599 | Rakuten Securities#599 · 40 sh | 40 | $14.3K | <0.01% | 0.0% |
| 600 | BARRETT & COMPANY#600 · 40 sh | 40 | $14.3K | — | 0.0% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.