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 ($114.3m this quarter). Holder counts are more reliable. Shares outstanding: 41.9m as of 2025-07-25, 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 ≈ $340.14. Options: 16 managers hold calls ($96.6m notional), 11 hold puts ($67.0m).
Trends to Q2 2025
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 |
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 2023 | 288 | 267 |
| Q4 2023 | 342 | 237 |
| Q1 2024 | 283 | 359 |
| Q2 2024 | 312 | 277 |
| Q3 2024 | 323 | 283 |
| Q4 2024 | 321 | 310 |
| Q1 2025 | 300 | 346 |
| Q2 2025 | 341 | 312 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2024 | $33.7m | $86.4m | 2.56 |
| Q4 2024 | $141.2m | $124.0m | 0.88 |
| Q1 2025 | $107.4m | $109.1m | 1.02 |
| Q2 2025 | $96.6m | $67.0m | 0.69 |
Biggest buyers
| AQR CAPITAL MANAGEMENT LLC | Added | +467.7k |
| NORGES BANK | Added | +349.4k |
| ALTRINSIC GLOBAL ADVISORS LLC | Added | +254.3k |
| RENAISSANCE TECHNOLOGIES LLC | Added | +123.6k |
| DONALD SMITH & CO., INC. | Added | +109.8k |
| GOLDMAN SACHS GROUP INC | Added | +96.6k |
| Balyasny Asset Management L.P. | Added | +91.8k |
| ROYAL BANK OF CANADA | Added | +80.4k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | Added | +69.6k |
| JANE STREET GROUP, LLC | Added | +69.5k |
Biggest sellers
| FRANKLIN RESOURCES INC | Reduced | -921.6k |
| FIRST TRUST ADVISORS LP | Reduced | -276.6k |
| FMR LLC | Reduced | -187.5k |
| BlackRock, Inc. | Reduced | -144.6k |
| Invesco Ltd. | Reduced | -134.4k |
| Boston Partners | Reduced | -131.1k |
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -104.8k |
| Nuveen, LLC | Reduced | -103.4k |
| Zimmer Partners, LP | Sold out | -95.0k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | Reduced | -88.2k |
Biggest calls
| Philadelphia Financial Management of San Francisco, LLC | New | $25.5m75.0k shares |
| Parallax Volatility Advisers, L.P. | New | $24.2m71.2k shares |
| GOLDMAN SACHS GROUP INC | New | $19.0m55.9k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $9.7m28.5k shares |
| CITADEL ADVISORS LLC | Reduced | $5.1m15.0k shares |
| JANE STREET GROUP, LLC | Reduced | $3.3m9.6k shares |
| SIG BROKERAGE, LP | New | $2.5m7.5k shares |
| Walleye Capital LLC | Added | $2.0m6.0k shares |
| WOLVERINE TRADING, LLC | Reduced | $1.2m3.6k shares |
| TUDOR INVESTMENT CORP ET AL | Added | $951.6k2.8k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $37.3m109.8k shares |
| CITADEL ADVISORS LLC | Reduced | $10.7m31.6k shares |
| Caption Management, LLC | New | $9.3m27.3k shares |
| SIMPLEX TRADING, LLC | Added | $2.5m7.3k shares |
| MILLENNIUM MANAGEMENT LLC | Reduced | $2.0m5.8k shares |
| Walleye Capital LLC | Reduced | $1.5m4.5k shares |
| JANE STREET GROUP, LLC | Reduced | $1.3m3.8k shares |
| Walleye Trading LLC | Reduced | $985.6k2.9k shares |
| WOLVERINE TRADING, LLC | Reduced | $842.0k2.5k shares |
| GOLDMAN SACHS GROUP INC | New | $577.7k1.7k 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 in Q2 2025
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 |
|---|---|---|---|---|---|
| Q3 2023 | 0 | — | 0 | — | — |
| Q4 2023 | 0 | — | 0 | — | — |
| Q1 2024 | 6 | $1.4m | 0 | — | — |
| Q2 2024 | 0 | — | 1 | $380.5k | — |
| Q3 2024 | 0 | — | 0 | — | — |
| Q4 2024 | 1 | $1.0m | 2 | $167.7k | $74.0k |
| Q1 2025 | 0 | — | 2 | $831.8k | — |
| Q2 2025 | 1 | $338.0k | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-06-11 | WILLIAMSON JAMES ALLAN President and CEO, director | Bought | $338.0k1.0k 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 2025
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.03% of their portfolio | 5.6m $1.9bn | Reduced -17.7k |
| BlackRock, Inc. 0.02% of their portfolio | 3.5m $1.2bn | Reduced -144.6k |
| STATE STREET CORP 0.02% of their portfolio | 1.9m $649.7m | Reduced -26.1k |
| NORGES BANK 0.08% of their portfolio | 1.8m $601.3m | Added +349.4k |
| WELLINGTON MANAGEMENT GROUP LLP 0.09% of their portfolio | 1.5m $494.8m | Reduced -104.8k |
| Vulcan Value Partners, LLC 7.68% of their portfolio | 1.2m $435.7m | Reduced -83.7k |
| GEODE CAPITAL MANAGEMENT, LLC 0.03% of their portfolio | 1.2m $414.4m | Added +6.2k |
| AQR CAPITAL MANAGEMENT LLC 0.33% of their portfolio | 1.2m $399.6m | Added +467.7k |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC 1.08% of their portfolio | 941.7k $320.0m | Added +60.2k |
| ALTRINSIC GLOBAL ADVISORS LLC 11.53% of their portfolio | 937.3k $318.5m | Added +254.3k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.62% of their portfolio | 685.8k $233.1m | Reduced -16.6k |
| Invesco Ltd. 0.04% of their portfolio | 680.2k $231.2m | Reduced -134.4k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.07% of their portfolio | 622.6k $211.6m | Added +69.6k |
| FIRST TRUST ADVISORS LP 0.17% of their portfolio | 615.4k $209.1m | Reduced -276.6k |
| Boston Partners 0.21% of their portfolio | 565.7k $192.2m | Reduced -131.1k |
| DIMENSIONAL FUND ADVISORS LP 0.04% of their portfolio | 464.6k $157.9m | Reduced -82.1k |
| ASSETMARK, INC 0.36% of their portfolio | 446.6k $151.8m | Added +39.3k |
| MORGAN STANLEY 0.01% of their portfolio | 444.3k $151.0m | Reduced -21.7k |
| Polar Capital Holdings Plc 0.73% of their portfolio | 410.5k $139.5m | Added +15.5k |
| NORTHERN TRUST CORP 0.02% of their portfolio | 410.5k $139.5m | Reduced -27.8k |
| LSV ASSET MANAGEMENT 0.32% of their portfolio | 400.2k $136.0m | Reduced -17.5k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio | 390.4k $132.7m | Added +4.5k |
| Champlain Investment Partners, LLC 0.88% of their portfolio | 371.8k $126.4m | Reduced -18.8k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% of their portfolio | 353.7k $120.2m | Reduced -4.5k |
| Balyasny Asset Management L.P. 0.26% of their portfolio | 336.7k $114.4m | Added +91.8k |
| DONALD SMITH & CO., INC. 2.49% of their portfolio | 311.0k $105.7m | Added +109.8k |
| Nuveen, LLC 0.03% of their portfolio | 274.8k $93.4m | Reduced -103.4k |
| VICTORY CAPITAL MANAGEMENT INC 0.06% of their portfolio | 272.0k $92.4m | Reduced -81.2k |
| Legal & General Group Plc 0.02% of their portfolio | 263.7k $89.6m | Added +295 |
| Sterling Capital Management LLC 1.26% of their portfolio | 260.4k $88.5m | Reduced -17.8k |
| Bank of New York Mellon Corp 0.02% of their portfolio | 241.8k $82.2m | Reduced -13.8k |
| EARNEST PARTNERS LLC 0.37% of their portfolio | 240.0k $81.6m | Added +7.3k |
| AMERIPRISE FINANCIAL INC 0.02% of their portfolio | 235.0k $79.9m | Reduced -17.5k |
| UBS Group AG 0.02% of their portfolio | 222.6k $75.6m | Reduced -24.9k |
| BANK OF MONTREAL /CAN/ 0.04% of their portfolio | 215.3k $73.2m | Added +1.4k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 203.2k $69.1m | Added +96.6k |
| RENAISSANCE TECHNOLOGIES LLC 0.09% of their portfolio | 201.3k $68.4m | Added +123.6k |
| FRANKLIN RESOURCES INC 0.02% of their portfolio | 201.1k $68.3m | Reduced -921.6k |
| DEUTSCHE BANK AG\ 0.02% of their portfolio | 197.4k $67.1m | Reduced -1.7k |
| JOHNSON INVESTMENT COUNSEL INC 0.58% of their portfolio | 189.7k $64.5m | Reduced -944 |
| SEI INVESTMENTS CO 0.07% of their portfolio | 188.7k $64.1m | Added +44.1k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 186.7k $63.4m | Added +5.4k |
| Talaria Asset Management Pty Ltd 14.47% of their portfolio | 180.3k $61.3m | Added +44.3k |
| Amundi 0.02% of their portfolio | 175.5k $58.6m | Reduced -5.0k |
| Man Group plc 0.13% of their portfolio | 170.8k $58.0m | Added +27.9k |
| ENVESTNET ASSET MANAGEMENT INC 0.02% of their portfolio | 168.6k $57.3m | Reduced -4.1k |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 165.7k $56.3m | Added +80.4k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.22% of their portfolio | 163.8k $55.7m | Added +52.8k |
| BARCLAYS PLC 0.02% of their portfolio | 159.5k $54.2m | Added +13.8k |
| California Public Employees Retirement System 0.03% of their portfolio | 152.4k $51.8m | Reduced -41.4k |
| GENERAL AMERICAN INVESTORS CO INC 3.29% of their portfolio | 144.3k $49.0m | Unchanged |
| AustralianSuper Pty Ltd 0.24% of their portfolio | 138.2k $47.0m | Added +53.9k |
| JANUS HENDERSON GROUP PLC 0.02% of their portfolio | 132.0k $44.9m | Added +31.1k |
| Swiss National Bank 0.03% of their portfolio | 129.2k $43.9m | Added +8.0k |
| Russell Investments Group, Ltd. 0.05% of their portfolio | 127.4k $43.0m | Added +15.0k |
| FMR LLC 0.00% of their portfolio | 126.0k $42.8m | Reduced -187.5k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 123.8k $42.1m | Added +63.3k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.15% of their portfolio | 122.6k $41.7m | Added +38.8k |
| SYSTEMATIC FINANCIAL MANAGEMENT LP 1.06% of their portfolio | 117.3k $39.9m | Added +1.2k |
| Bridgewater Associates, LP 0.16% of their portfolio | 116.8k $39.7m | Added +23.0k |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 113.3k $38.5m | Reduced -68.3k |
| Perpetual Ltd 0.44% of their portfolio | 109.9k $37.3m | Added +5.5k |
| TRUIST FINANCIAL CORP 0.05% of their portfolio | 105.2k $35.8m | Reduced -3.4k |
| RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio | 104.6k $35.5m | Reduced -45.2k |
| South Dakota Investment Council 0.68% of their portfolio | 104.0k $35.3m | Added +4.8k |
| Sumitomo Mitsui Trust Group, Inc. 0.02% of their portfolio | 103.8k $35.3m | Reduced -10.6k |
| CITADEL ADVISORS LLC 0.03% of their portfolio | 96.6k $32.8m | Reduced -53.6k |
| DEPRINCE RACE & ZOLLO INC 0.67% of their portfolio | 94.4k $32.1m | Reduced -1.8k |
| STOREBRAND ASSET MANAGEMENT AS 0.09% of their portfolio | 94.2k $32.0m | Reduced -2.4k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 92.7k $31.5m | Added +1.4k |
| BNP PARIBAS FINANCIAL MARKETS 0.02% of their portfolio | 86.2k $29.3m | Added +13.5k |
| MACKENZIE FINANCIAL CORP 0.04% of their portfolio | 85.9k $29.2m | Reduced -20.0k |
| VIRGINIA RETIREMENT SYSTEMS ET Al 0.20% of their portfolio | 84.7k $28.8m | Reduced -57.6k |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 84.5k $28.7m | Added +2.3k |
| FIL Ltd 0.02% of their portfolio | 81.1k $27.6m | Reduced -3.6k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.02% of their portfolio | 78.9k $26.8m | Added +88 |
| MIRABELLA FINANCIAL SERVICES LLP 2.77% of their portfolio | 77.6k $26.4m | Added +45.2k |
| MILLENNIUM MANAGEMENT LLC 0.02% of their portfolio | 77.0k $26.2m | Added +37.5k |
| JANE STREET GROUP, LLC 0.04% of their portfolio | 76.3k $25.9m | Added +69.5k |
| TWO SIGMA INVESTMENTS, LP 0.04% of their portfolio | 72.3k $24.6m | Added +55.9k |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.06% of their portfolio | 69.4k $23.6m | Added +46.6k |
| Philadelphia Financial Management of San Francisco, LLC 5.13% of their portfolio | 68.1k $23.1m | Added +25.9k |
| AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio | 67.4k $22.9m | Reduced -7.4k |
| NATIXIS 0.11% of their portfolio | 65.9k $22.4m | Added +61.7k |
| D. E. Shaw & Co., Inc. 0.02% of their portfolio | 64.3k $21.9m | Added +13.9k |
| Qube Research & Technologies Ltd 0.03% of their portfolio | 63.3k $21.5m | Added +34.5k |
| PROSPECTOR PARTNERS LLC 2.44% of their portfolio | 61.8k $21.0m | Reduced -2.3k |
| TCTC Holdings, LLC 0.67% of their portfolio | 61.1k $20.8m | Reduced -295 |
| Korea Investment CORP 0.05% of their portfolio | 61.0k $20.7m | Reduced -1.1k |
| Aware Super Pty Ltd as trustee of Aware Super 0.30% of their portfolio | 59.6k $20.3m | Unchanged |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio | 59.3k $20.1m | Reduced -4.6k |
| Vest Financial, LLC 0.28% of their portfolio | 57.9k $19.7m | Reduced -20.4k |
| Arnhold LLC 1.76% of their portfolio | 56.8k $19.3m | Added +2.7k |
| Robeco Institutional Asset Management B.V. 0.03% of their portfolio | 56.8k $19.3m | Reduced -38.7k |
| CWM, LLC 0.07% of their portfolio | 55.2k $18.8m | Added +8.4k |
| MARTINGALE ASSET MANAGEMENT L P 0.45% of their portfolio | 54.3k $18.4m | Added +1.2k |
| HRT FINANCIAL LP 0.10% of their portfolio | 54.1k $18.4m | New |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 50.7k $17.2m | Reduced -4.4k |
| TUDOR INVESTMENT CORP ET AL 0.13% of their portfolio | 50.5k $17.2m | Added +27.0k |
| TD Asset Management Inc 0.01% of their portfolio | 49.6k $16.9m | Added +4.1k |