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Disclosery

EG EVEREST GROUP LTD

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Stock (common), issuer CIK 1095073

663 managers (676 13F filers) reported a position in EG shares at 2025-06-30, 40,072,395 shares in all. 73 filers opened a position and 82 filers sold out during the quarter.

Managers
663
13F filers
676
New
73
Added
268
Reduced
232
Sold out
82
Shares held by filers
40,072,395

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
ORG Partners LLC19$6.47K<0.01%+1113F-HRTimeline
JFS WEALTH ADVISORS, LLC19$6.46K<0.01%-713F-HRTimeline
True Wealth Design, LLC17$5.78K<0.01%+813F-HRTimeline
Sachetta, LLC17$5.78K<0.01%+413F-HRTimeline
ROTHSCHILD INVESTMENT LLC16$5.44K<0.01%+1513F-HRTimeline
Winch Advisory Services, LLC13$4.42K<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC13$4.42K<0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.13$4.42K0.01%13F-HRTimeline
Abound Wealth Management11$3.74K<0.01%new13F-HRTimeline
NewSquare Capital LLC11$3.74K<0.01%+1013F-HRTimeline
SBI Securities Co., Ltd.11$3.74K<0.01%-313F-HRTimeline
Ransom Advisory, Ltd11$3.74K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management10$3.4K<0.01%+113F-HRTimelineGroup
Washington Trust Advisors, Inc.9$3.23K<0.01%013F-HRTimeline
Howard Hughes Medical Institute9$3.06K<0.01%new13F-HRTimeline
Financial Management Professionals, Inc.9$3.06K<0.01%-313F-HRTimeline
Private Wealth Management Group, LLC9$3.06K<0.01%-1413F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC9$2.95K<0.01%new13F-HRTimeline
HM PAYSON & CO7$2.38K<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.7$2.38K<0.01%013F-HRTimeline
JNBA Financial Advisors6$2.04K<0.01%013F-HRTimeline
CBIZ Investment Advisory Services, LLC6$2.04K<0.01%new13F-HRTimeline
Manchester Capital Management LLC5$1.7K<0.01%-513F-HRTimeline
Garde Capital, Inc.5$1.7K<0.01%013F-HRTimeline
Legacy Investment Solutions, LLC4$1.36K<0.01%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…4$1.36K<0.01%013F-HRTimelineGroup
Rialto Wealth Management, LLC4$1.36K<0.01%+313F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp3$1.02K<0.01%013F-HRTimelineGroup
Prestige Wealth Management Group LLC3$1.02K<0.01%013F-HR/ATimeline
SJS Investment Consulting Inc.3$1.02K<0.01%-313F-HRTimeline
HFM Investment Advisors, LLC3$1.02K<0.01%+213F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV5$1K<0.01%013F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT3$1K<0.01%013F-HRTimeline
Tortoise Investment Management, LLC2$680<0.01%new13F-HRTimeline
Bogart Wealth, LLC2$680<0.01%new13F-HRTimeline
Quaker Wealth Management, LLC2$680<0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.2$680<0.01%new13F-HRTimeline
Stephens Consulting, LLC2$680<0.01%new13F-HRTimeline
Principia Wealth Advisory, LLC2$680<0.01%+113F-HRTimeline
SIERRA OCEAN, LLC2$680<0.01%013F-HRTimeline
WealthTrak Capital Management LLC2$680<0.01%new13F-HRTimeline
North Capital, Inc.2$680<0.01%013F-HRTimeline
Bay Harbor Wealth Management, LLC2$679<0.01%+113F-HRTimeline
Dunhill Financial, LLC1$409<0.01%-213F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC1$347<0.01%013F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC1$340<0.01%new13F-HRTimeline
WestEnd Advisors, LLC1$340<0.01%013F-HRTimeline
AdvisorNet Financial, Inc1$340<0.01%new13F-HRTimeline
OSSIAM1$340<0.01%new13F-HRTimeline
TFC Financial Management, Inc.1$340<0.01%013F-HRTimeline
Activest Wealth Management1$340<0.01%+113F-HRTimeline
CoreCap Advisors, LLC1$340<0.01%013F-HRTimeline
Beaird Harris Wealth Management, LLC1$340<0.01%new13F-HRTimeline
Aspect Partners, LLC1$340<0.01%013F-HRTimeline
Mowery & Schoenfeld Wealth Management, …1$340<0.01%013F-HRTimeline
Parkworth Wealth Management, Inc.1$340<0.01%013F-HRTimeline
Redwood Park Advisors LLC1$340<0.01%013F-HRTimeline
MOTCO1$336<0.01%new13F-HRTimeline
Hughes Financial Services, LLC1$328<0.01%-2113F-HRTimeline
Anchor Investment Management, LLC0$128<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
Avion Wealth2$00%-313F-HR/ATimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Y.D. More Investments Ltdin group Y.D. More Investments Ltd41$41-2213F-HRTimelineGroupValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.