EVEREST GROUP LTD EG
COM · Common Stock · CUSIP G3223R108 · ISIN BMG3223R1088
Reinsurance company based in Hamilton, Bermuda
- SectorFinancials
- IndustryFire, Marine & Casualty Insurance
- HeadquartersHamilton
- Founded1973
- Websiteeverestre.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($136.1m this quarter). Holder counts are more reliable. Shares outstanding: 38.3m as of 2026-07-27, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $364.39. Options: 6 managers hold calls ($12.4m notional), 7 hold puts ($17.9m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 513 |
| Q4 2022 | 558 |
| Q1 2023 | 582 |
| Q2 2023 | 583 |
| Q3 2023 | 592 |
| Q4 2023 | 670 |
| Q1 2024 | 640 |
| Q2 2024 | 631 |
| Q3 2024 | 675 |
| Q4 2024 | 694 |
| Q1 2025 | 680 |
| Q2 2025 | 674 |
| Q3 2025 | 678 |
| Q4 2025 | 685 |
| Q1 2026 | 670 |
| Q2 2026 | 688 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 323 | 283 |
| Q4 2024 | 321 | 310 |
| Q1 2025 | 300 | 346 |
| Q2 2025 | 341 | 312 |
| Q3 2025 | 323 | 330 |
| Q4 2025 | 277 | 367 |
| Q1 2026 | 305 | 337 |
| Q2 2026 | 337 | 316 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $112.0m | $36.0m | 0.32 |
| Q4 2025 | $63.8m | $30.1m | 0.47 |
| Q1 2026 | $42.8m | $45.4m | 1.06 |
| Q2 2026 | $12.4m | $17.9m | 1.44 |
Biggest buyers
| FIRST TRUST ADVISORS LP | Added | +492.7k |
| ALLIANCEBERNSTEIN L.P. | Added | +314.2k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Added | +256.6k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | Added | +202.4k |
| Woodline Partners LP | Added | +151.5k |
| SG Americas Securities, LLC | Added | +138.9k |
| Robeco Institutional Asset Management B.V. | Added | +94.4k |
| AMERICAN CENTURY COMPANIES INC | Added | +87.9k |
| MACKENZIE FINANCIAL CORP | Added | +82.3k |
| Jain Global LLC | New | +82.2k |
Biggest sellers
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -501.2k |
| Vulcan Value Partners, LLC | Reduced | -325.0k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Reduced | -313.9k |
| AustralianSuper Pty Ltd | Reduced | -241.3k |
| CITADEL ADVISORS LLC | Reduced | -150.6k |
| Balyasny Asset Management L.P. | Reduced | -127.7k |
| JANE STREET GROUP, LLC | Reduced | -106.6k |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Reduced | -99.2k |
| BlackRock, Inc. | Reduced | -76.8k |
| Polar Capital Holdings Plc | Reduced | -74.0k |
Biggest calls
| IMC-Chicago, LLC | Added | $4.0m11.2k shares |
| JANE STREET GROUP, LLC | Unchanged | $3.0m8.4k shares |
| CITADEL ADVISORS LLC | Reduced | $2.8m7.8k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $2.4m6.6k shares |
| Walleye Trading LLC | Unchanged | $214.3k600 shares |
| SIMPLEX TRADING, LLC | Reduced | $71.4k200 shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $6.2m17.4k shares |
| CITADEL ADVISORS LLC | Reduced | $4.3m12.0k shares |
| IMC-Chicago, LLC | Reduced | $2.8m7.8k shares |
| JANE STREET GROUP, LLC | Reduced | $2.8m7.8k shares |
| Clear Harbor Asset Management, LLC | Added | $1.1m3.0k shares |
| SIMPLEX TRADING, LLC | Reduced | $500.1k1.4k shares |
| Walleye Trading LLC | Reduced | $214.3k600 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution filed 2025-04-23 | 7.6% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-28 | 7.5% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-28 | 5.4% |
| NORGES BANK 13G · institution new · filed 2026-05-11 | 5.2% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD CAPITAL MANAGEMENT LLC)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 1 | $1.0m | 2 | $167.7k | $74.0k |
| Q1 2025 | 0 | — | 2 | $831.8k | — |
| Q2 2025 | 1 | $338.0k | 0 | — | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 2 | $4.4m | 0 | — | — |
| Q1 2026 | 0 | — | 0 | — | — |
| Q2 2026 | 0 | — | 1 | $272.7k | — |
| Q3 2026 | 0 | — | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-05-07 | Keen Jason EVP & CEO of GW & S Division | Sold | $272.7k775 shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.02% of their portfolio | 3.2m $1.2bn | Reduced -76.8k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.02% of their portfolio | 2.6m $922.8m | Reduced -50.6k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.03% of their portfolio | 2.1m $739.1m | Reduced -99.2k |
| NORGES BANK 0.07% of their portfolio | 1.9m $689.2m | Not comparable |
| STATE STREET CORP 0.02% of their portfolio | 1.8m $659.0m | Reduced -5.6k |
| AQR CAPITAL MANAGEMENT LLC 0.17% of their portfolio | 1.4m $501.8m | Added +38.7k |
| GEODE CAPITAL MANAGEMENT, LLC 0.02% of their portfolio | 1.2m $411.4m | Reduced -28.0k |
| ALLIANCEBERNSTEIN L.P. 0.11% of their portfolio | 1.0m $341.0m | Added +314.2k |
| Vulcan Value Partners, LLC 11.28% of their portfolio | 1.0m $370.4m | Reduced -325.0k |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC 1.06% of their portfolio | 981.8k $350.7m | Reduced -46.5k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.21% of their portfolio | 964.8k $660.4m | Added +202.4k |
| Invesco Ltd. 0.02% of their portfolio | 871.5k $311.3m | Added +59.2k |
| ALTRINSIC GLOBAL ADVISORS LLC 9.98% of their portfolio | 760.5k $271.7m | Reduced -17.3k |
| FIRST TRUST ADVISORS LP 0.13% of their portfolio | 614.7k $219.6m | Added +492.7k |
| Boston Partners 0.18% of their portfolio | 576.8k $206.1m | Added +68.3k |
| DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio | 487.8k $174.3m | Added +72.8k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.52% of their portfolio | 479.9k $171.4m | Reduced -26.3k |
| WELLINGTON MANAGEMENT GROUP LLP 0.03% of their portfolio | 470.6k $168.1m | Reduced -501.2k |
| MORGAN STANLEY 0.01% of their portfolio | 467.5k $167.0m | Added +57.1k |
| DONALD SMITH & CO., INC. 2.71% of their portfolio | 428.9k $153.2m | Reduced -31.3k |
| HSBC HOLDINGS PLC 0.07% of their portfolio | 410.2k $146.7m | Reduced -39.7k |
| LSV ASSET MANAGEMENT 0.25% of their portfolio | 386.2k $138.0m | Reduced -390 |
| NORTHERN TRUST CORP 0.02% of their portfolio | 378.5k $135.2m | Reduced -32.1k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio | 359.3k $128.3m | Added +4.5k |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.33% of their portfolio | 342.0k $122.2m | Reduced -10.1k |
| Polar Capital Holdings Plc 0.33% of their portfolio | 329.5k $117.7m | Reduced -74.0k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 302.6k $108.1m | Added +69.3k |
| ASSETMARK, INC 0.18% of their portfolio | 296.8k $106.0m | Added +9.0k |
| Talaria Asset Management Pty Ltd 21.54% of their portfolio | 281.8k $100.7m | Added +57.1k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.04% of their portfolio | 279.4k $99.8m | Added +256.6k |
| VICTORY CAPITAL MANAGEMENT INC 0.06% of their portfolio | 279.3k $99.8m | Added +3.3k |
| UBS Group AG 0.02% of their portfolio | 273.9k $97.8m | Added +48.2k |
| EARNEST PARTNERS LLC 0.35% of their portfolio | 271.7k $97.1m | Added +3.6k |
| Legal & General Group Plc 0.02% of their portfolio | 269.5k $96.3m | Added +2.0k |
| CAUSEWAY CAPITAL MANAGEMENT LLC 0.98% of their portfolio | 252.7k $90.3m | Added +2.7k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 235.9k $84.3m | Added +19.1k |
| VANGUARD FIDUCIARY TRUST CO 0.02% of their portfolio | 222.0k $79.3m | Reduced -7.5k |
| SEI INVESTMENTS CO 0.06% of their portfolio | 202.0k $72.1m | Added +74.4k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 200.2k $71.5m | Reduced -15.3k |
| SG Americas Securities, LLC 0.04% of their portfolio | 194.6k $69.5m | Added +138.9k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.24% of their portfolio | 189.5k $67.7m | Reduced -41.1k |
| BARCLAYS PLC 0.02% of their portfolio | 187.4k $67.0m | Added +31.1k |
| Nuveen, LLC 0.02% of their portfolio | 185.6k $66.3m | Reduced -29.8k |
| Balyasny Asset Management L.P. 0.11% of their portfolio | 162.2k $57.9m | Reduced -127.7k |
| DEUTSCHE BANK AG\ 0.02% of their portfolio | 161.8k $57.8m | Added +1.2k |
| Woodline Partners LP 0.18% of their portfolio | 159.5k $57.0m | Added +151.5k |
| Amundi 0.01% of their portfolio | 157.4k $56.2m | Reduced -55.6k |
| RENAISSANCE TECHNOLOGIES LLC 0.08% of their portfolio | 155.8k $55.7m | Reduced -6.3k |
| Jupiter Topco LLC 0.02% of their portfolio | 146.3k $52.3m | First filing |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 140.2k $51.1m | Added +35.0k |
| BNP PARIBAS FINANCIAL MARKETS 0.03% of their portfolio | 136.1k $48.6m | Added +8.8k |
| Perpetual Ltd 0.69% of their portfolio | 135.9k $48.6m | Added +4.0k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 135.6k $48.4m | Added +1.1k |
| Robeco Institutional Asset Management B.V. 0.06% of their portfolio | 134.2k $47.9m | Added +94.4k |
| Davis Selected Advisers 0.19% of their portfolio | 126.4k $45.2m | Reduced -14.5k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.19% of their portfolio | 124.2k $44.4m | Reduced -61.5k |
| DEPRINCE RACE & ZOLLO INC 0.74% of their portfolio | 123.0k $43.9m | Reduced -4.4k |
| GENERAL AMERICAN INVESTORS CO INC 2.66% of their portfolio | 122.9k $43.9m | Reduced -6.3k |
| FRANKLIN RESOURCES INC 0.01% of their portfolio | 120.5k $43.1m | Reduced -17.2k |
| CITADEL ADVISORS LLC 0.02% of their portfolio | 120.5k $43.0m | Reduced -150.6k |
| MACKENZIE FINANCIAL CORP 0.04% of their portfolio | 119.5k $42.7m | Added +82.3k |
| AMERICAN CENTURY COMPANIES INC 0.02% of their portfolio | 116.4k $41.6m | Added +87.9k |
| SYSTEMATIC FINANCIAL MANAGEMENT LP 0.81% of their portfolio | 114.4k $40.9m | Reduced -5.6k |
| Swiss National Bank 0.02% of their portfolio | 112.9k $40.3m | Reduced -10.3k |
| STOREBRAND ASSET MANAGEMENT AS 0.09% of their portfolio | 106.1k $37.9m | Added +10.0k |
| CITIGROUP INC 0.02% of their portfolio | 105.4k $37.6m | Added +50.9k |
| Russell Investments Group, Ltd. 0.03% of their portfolio | 105.2k $37.6m | Added +24.0k |
| South Dakota Investment Council 0.63% of their portfolio | 103.0k $36.8m | Added +1.1k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 97.8k $35.0m | Added +3.0k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.02% of their portfolio | 97.1k $34.7m | Added +2.0k |
| Quantinno Capital Management LP 0.04% of their portfolio | 94.8k $33.9m | Added +20.3k |
| Sumitomo Mitsui Trust Group, Inc. 0.02% of their portfolio | 94.0k $33.6m | Reduced -2.4k |
| Vanguard Global Advisers, LLC 0.02% of their portfolio | 92.3k $33.0m | Reduced -3.2k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.02% of their portfolio | 90.5k $32.3m | Added +5.8k |
| SEB Asset Management AB 0.12% of their portfolio | 87.5k $31.3m | Reduced -24.5k |
| FMR LLC 0.00% of their portfolio | 83.8k $29.9m | Reduced -16.2k |
| Jain Global LLC 0.35% of their portfolio | 82.2k $29.3m | New |
| BANK OF MONTREAL /CAN/ 0.01% of their portfolio | 80.4k $28.7m | Added +6.7k |
| California Public Employees Retirement System 0.02% of their portfolio | 78.3k $28.0m | Reduced -15.8k |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC 0.12% of their portfolio | 77.0k $27.5m | New |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 76.9k $27.5m | Reduced -3.7k |
| LAZARD ASSET MANAGEMENT LLC 0.04% of their portfolio | 76.7k $27.4m | Added +8.6k |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.02% of their portfolio | 73.4k $26.2m | Reduced -5.8k |
| Grantham, Mayo, Van Otterloo & Co. LLC 0.06% of their portfolio | 73.1k $26.1m | Added +17.4k |
| Bridgewater Associates, LP 0.11% of their portfolio | 72.2k $25.8m | Added +54.6k |
| KLP KAPITALFORVALTNING AS 0.08% of their portfolio | 71.6k $25.6m | Added +2.1k |
| EQUITABLE TRUST CO 1.05% of their portfolio | 70.1k $25.0m | Added +15.6k |
| Vest Financial, LLC 0.24% of their portfolio | 65.1k $23.3m | Added +59.5k |
| PANAGORA ASSET MANAGEMENT INC 0.07% of their portfolio | 64.8k $23.2m | Added +59.1k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.03% of their portfolio | 62.3k $22.3m | Added +1.5k |
| Lighthouse Investment Partners, LLC 0.68% of their portfolio | 61.5k $22.0m | Added +56.4k |
| TCTC Holdings, LLC 0.57% of their portfolio | 60.8k $21.7m | Unchanged |
| CAPITAL FUND MANAGEMENT S.A. 0.15% of their portfolio | 57.5k $20.6m | Added +24.1k |
| ASR Vermogensbeheer N.V. 0.21% of their portfolio | 57.4k $20.5m | Added +50.1k |
| HRT FINANCIAL LP 0.05% of their portfolio | 57.0k $20.3m | Reduced -48.3k |
| Arnhold LLC 1.41% of their portfolio | 56.3k $20.1m | Added +8.6k |
| M&G PLC 0.10% of their portfolio | 55.5k $19.8m | Added +8.7k |
| Allianz Asset Management GmbH 0.02% of their portfolio | 55.3k $18.4m | Added +9.7k |
| Te Ahumairangi Investment Management Ltd 3.16% of their portfolio | 54.8k $19.6m | Added +1.7k |
| DANSKE BANK A/S 0.04% of their portfolio | 52.2k $18.7m | Reduced -1.2k |