EVEREST GROUP, LTD. (EG) — Institutional Holders, Q2 2026 (page 7)
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 601 to 694. 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 601–694 of 694
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 601 | Investors Research#601 · 38 sh | 38 | $13.6K | — | 0.0% |
| 602 | Wealth Enhancement Services#602 · 38 sh | 38 | $13.6K | — | New |
| 603 | Kemnay Advisory Services#603 · 36 sh | 36 | $12.9K | <0.01% | +125.0% |
| 604 | PROSPERITY BANCSHARES#604 · 34 sh | 34 | $12.1K | <0.01% | 0.0% |
| 605 | Caitlin John#605 · 33 sh | 33 | $11.7K | <0.01% | 0.0% |
| 606 | HARBOUR INVESTMENTS#606 · 32 sh | 32 | $11.4K | <0.01% | +18.5% |
| 607 | MV CAPITAL MANAGEMENT#607 · 31 sh | 31 | $11.1K | <0.01% | +10.7% |
| 608 | Colonial Advisors#608 · 31 sh | 31 | $11.1K | <0.01% | New |
| 609 | Fortitude Family Office#609 · 27 sh | 27 | $9.6K | — | +28.6% |
| 610 | FARMERS & MERCHANTS INVESTMENTS#610 · 26 sh | 26 | $9.3K | — | 0.0% |
| 611 | ACTION POINT FINANCIAL PLANNING#611 · 27 sh | 27 | $9.3K | <0.01% | New |
| 612 | Clearstead#612 · 25 sh | 25 | $8.9K | <0.01% | -26.5% |
| 613 | Bell Investment Advisors#613 · 25 sh | 25 | $8.9K | <0.01% | 0.0% |
| 614 | ZRC WEALTH MANAGEMENT#614 · 24 sh | 24 | $8.6K | — | +700.0% |
| 615 | Princeton Global Asset Management#615 · 23 sh | 23 | $8.2K | — | 0.0% |
| 616 | Manchester Capital Management#616 · 21 sh | 21 | $7.5K | — | 0.0% |
| 617 | HOLLENCREST SECURITIES#617 · 20 sh | 20 | $7.1K | <0.01% | 0.0% |
| 618 | JFS WEALTH ADVISORS#618 · 20 sh | 20 | $7.1K | <0.01% | +25.0% |
| 619 | Silver Grove Financial Group#619 · 19 sh | 19 | $6.8K | <0.01% | +533.3% |
| 620 | Kilter Group#620 · 18 sh | 18 | $6.4K | <0.01% | +5.9% |
| 621 | Cape Investment Advisory#621 · 18 sh | 18 | $6.4K | — | New |
| 622 | Physician Wealth Advisors#622 · 15 sh | 15 | $5.4K | — | -37.5% |
| 623 | Steigerwald, Gordon & Koch#623 · 15 sh | 15 | $5.4K | <0.01% | 0.0% |
| 624 | CULLEN/FROST BANKERS#624 · 15 sh | 15 | $5.4K | <0.01% | New |
| 625 | Rialto Wealth Management#625 · 14 sh | 14 | $5.0K | <0.01% | +55.6% |
| 626 | RAFFA WEALTH MANAGEMENT#626 · 14 sh | 14 | $5.0K | <0.01% | 0.0% |
| 627 | HARBOR INVESTMENT ADVISORY#627 · 13 sh | 13 | $4.6K | — | 0.0% |
| 628 | Winch Advisory Services#628 · 13 sh | 13 | $4.6K | <0.01% | 0.0% |
| 629 | Hughes Financial Services#629 · 12 sh | 12 | $4.3K | <0.01% | +200.0% |
| 630 | Anchor Investment Management#630 · 11 sh | 11 | $4.1K | <0.01% | New |
| 631 | Darwin Wealth Management#631 · 11 sh | 11 | $4.1K | <0.01% | -15.4% |
| 632 | Spire Wealth Management#632 · 11 sh | 11 | $3.9K | <0.01% | +37.5% |
| 633 | Creative Capital Management Investments#633 · 11 sh | 11 | $3.9K | <0.01% | New |
| 634 | Bogart Wealth#634 · 10 sh | 10 | $3.6K | <0.01% | -9.1% |
| 635 | Ares Financial Consulting#635 · 10 sh | 10 | $3.6K | — | 0.0% |
| 636 | Torren Management#636 · 9 sh | 9 | $3.3K | <0.01% | +28.6% |
| 637 | FINANCIAL CONSULATE#637 · 9 sh | 9 | $3.2K | — | +350.0% |
| 638 | Private Wealth Management Group#638 · 9 sh | 9 | $3.2K | — | 0.0% |
| 639 | SUMMIT SECURITIES GROUP#639 · 9 sh | 9 | $3.2K | <0.01% | +28.6% |
| 640 | Whipplewood Advisors#640 · 9 sh | 9 | $3.2K | — | -84.7% |
| 641 | James T. Borello RIA#641 · 9 sh | 9 | $3.2K | — | +80.0% |
| 642 | GW&K Investment Management#642 · 9 sh | 9 | $3.0K | 0.00% | -30.8% |
| 643 | North Star Investment Management#643 · 8 sh | 8 | $2.9K | <0.01% | -20.0% |
| 644 | Bay Harbor Wealth Management#644 · 8 sh | 8 | $2.9K | <0.01% | 0.0% |
| 645 | SBI Securities , Ltd.#645 · 8 sh | 8 | $2.9K | — | -65.2% |
| 646 | Quarry#646 · 8 sh | 8 | $2.9K | <0.01% | -92.8% |
| 647 | William B. Walkup & Associates#647 · 8 sh | 8 | $2.9K | <0.01% | New |
| 648 | HIGHLINE WEALTH PARTNERS#648 · 7 sh | 7 | $2.5K | — | -80.6% |
| 649 | S&T BANK#649 · 7 sh | 7 | $2.5K | <0.01% | New |
| 650 | Marquette Asset Management#650 · 7 sh | 7 | $2.5K | — | 0.0% |
| 651 | Financial Management Professionals#651 · 7 sh | 7 | $2.5K | — | 0.0% |
| 652 | DiNuzzo Private Wealth#652 · 7 sh | 7 | $2.5K | — | 0.0% |
| 653 | Park Square Financial Group#653 · 7 sh | 7 | $2.5K | 0.02% | -46.2% |
| 654 | HFM Investment Advisors#654 · 7 sh | 7 | $2.5K | <0.01% | +250.0% |
| 655 | HM PAYSON#655 · 7 sh | 7 | $2.5K | 0.00% | 0.0% |
| 656 | JNBA Financial Advisors#656 · 6 sh | 6 | $2.1K | <0.01% | 0.0% |
| 657 | Provenance Wealth Advisors#657 · 6 sh | 6 | $2.1K | <0.01% | New |
| 658 | TOUNJIAN ADVISORY PARTNERS#658 · 5 sh | 5 | $1.8K | <0.01% | New |
| 659 | Basecamp Wealth Advisors#659 · 5 sh | 5 | $1.8K | <0.01% | 0.0% |
| 660 | WEST PACES ADVISORS#660 · 4 sh | 4 | $1.4K | — | New |
| 661 | AMERICAN NATIONAL BANK#661 · 4 sh | 4 | $1.4K | — | New |
| 662 | NBC SECURITIES#662 · 4 sh | 4 | $1.4K | — | New |
| 663 | Crewe Advisors#663 · 3 sh | 3 | $1.1K | <0.01% | 0.0% |
| 664 | Prestige Wealth Management Group#664 · 3 sh | 3 | $1.1K | <0.01% | 0.0% |
| 665 | Abound Wealth Management#665 · 3 sh | 3 | $1.1K | — | -72.7% |
| 666 | Bare Financial Services#666 · 3 sh | 3 | $1.1K | <0.01% | 0.0% |
| 667 | Clark Wealth Partners#667 · 3 sh | 3 | $1.1K | — | 0.0% |
| 668 | Capital Advisors, Ltd.#668 · 2 sh | 2 | $1.0K | <0.01% | New |
| 669 | Avion Wealth#669 · 4 sh | 4 | $1.0K | <0.01% | +100.0% |
| 670 | Navigoe#670 · 3 sh | 3 | $1.0K | <0.01% | New |
| 671 | OGOREK ANTHONY JOSEPH /NY#671 · 5 sh | 5 | $1.0K | <0.01% | 0.0% |
| 672 | Meramec Financial Planners#672 · 2 sh | 2 | $779.00 | <0.01% | New |
| 673 | MOTCO#673 · 2 sh | 2 | $714.00 | <0.01% | +100.0% |
| 674 | Key FInancial#674 · 2 sh | 2 | $714.00 | <0.01% | 0.0% |
| 675 | EVOLUTION WEALTH MANAGEMENT#675 · 2 sh | 2 | $714.00 | <0.01% | 0.0% |
| 676 | Burk#676 · 2 sh | 2 | $714.00 | <0.01% | 0.0% |
| 677 | 1015 Capital Partners#677 · 2 sh | 2 | $714.00 | <0.01% | 0.0% |
| 678 | Dunhill Financial#678 · 1 sh | 1 | $712.00 | <0.01% | -50.0% |
| 679 | DecisionPoint Financial#679 · 1 sh | 1 | $360.00 | <0.01% | New |
| 680 | TFC Financial Management#680 · 1 sh | 1 | $358.00 | — | 0.0% |
| 681 | Seneschal Advisors#681 · 1 sh | 1 | $358.00 | <0.01% | 0.0% |
| 682 | Redwood Park Advisors#682 · 1 sh | 1 | $358.00 | <0.01% | 0.0% |
| 683 | WestEnd Advisors#683 · 1 sh | 1 | $357.00 | 0.00% | 0.0% |
| 684 | SHP Wealth Management#684 · 1 sh | 1 | $357.00 | 0.00% | -88.9% |
| 685 | Mosley Wealth Management#685 · 1 sh | 1 | $357.00 | — | New |
| 686 | Principia Wealth Advisory#686 · 1 sh | 1 | $357.00 | <0.01% | 0.0% |
| 687 | Aventura Private Wealth#687 · 1 sh | 1 | $357.00 | <0.01% | 0.0% |
| 688 | Cornerstone Financial Management#688 · 1 sh | 1 | $357.00 | <0.01% | New |
| 689 | Sunrise Financial Services#689 · 1 sh | 1 | $357.00 | — | New |
| 690 | Y.D. More Investments Ltd#690 · 25 sh | 25 | $30.00 | 0.00% | -3.8% |
| 691 | METEORA CAPITAL#691 · 20,300 sh | 20,300 | $4.00 | 0.00% | 0.0% |
| 692 | Westfuller Advisors#692 · 0 sh | 0 | $2.00 | 0.00% | -100.0% |
| 693 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#693 · 52,060 sh | 52,060 | — | — | -16.7% |
| 694 | Quantum Portfolio Management#694 · 165 sh | 165 | — | — | New |
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.