EG — Everest Group Ltd Institutional Holders · Q3 2026
Who owns Everest Group Ltd (EG)? 22 institutions reported holding $16.76M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Dupree Financial Group, LLC ($6.8M), Mn Services Vermogensbeheer B.V. ($4.3M), Farther Finance Advisors, LLC ($1.5M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Dupree Financial Group, LLC | $6.8M | 18,525 | Added |
| 2 | Mn Services Vermogensbeheer B.V. | $4.3M | 11,832 | Hold |
| 3 | Farther Finance Advisors, LLC | $1.5M | 4,202 | Added |
| 4 | SACKS & ASSOCIATES, LLC | $767,953 | 2,103 | Trimmed |
| 5 | GAMMA Investing LLC | $744,216 | 2,038 | Added |
| 6 | Avidian Wealth Enterprises, LLC | $704,049 | 1,928 | Trimmed |
| 7 | Legacy Wealth Asset Management, LLC | $593,401 | 1,625 | Added |
| 8 | Legacy Private Trust Co. | $383,428 | 1,050 | Hold |
| 9 | Versant Capital Management, Inc | $249,411 | 683 | Added |
| 10 | CX Institutional | $218,000 | 596 | Added |
| 11 | Paragon Capital Management Ltd | $203,176 | 556 | New |
| 12 | Grove Bank & Trust | $105,534 | 289 | Added |
| 13 | Wealth Enhancement Trust Services, Inc. | $95,309 | 261 | Added |
| 14 | EASTERN BANK | $32,865 | 90 | Hold |
| 15 | MassMutual Private Wealth & Trust, FSB | $17,163 | 47 | Added |
| 16 | ELEVATION WEALTH PARTNERS, LLC | $14,972 | 41 | Added |
| 17 | Marquette Asset Management, LLC | $2,557 | 7 | Hold |
| 18 | ARMSTRONG ADVISORY GROUP, INC | $2,557 | 7 | New |
| 19 | AMERICAN NATIONAL BANK & TRUST | $1,460 | 4 | Hold |
| 20 | GoalVest Advisory LLC | $730 | 2 | New |
| 21 | CoreCap Advisors, LLC | $365 | 1 | New |
| 22 | Investors Research Corp | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30