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 ($82.8m this quarter). Holder counts are more reliable. Shares outstanding: 39.6m as of 2026-04-28, 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 ≈ $327.06. Options: 9 managers hold calls ($42.8m notional), 9 hold puts ($45.4m).
Trends to Q1 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 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2024 | 312 | 277 |
| 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 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $96.6m | $67.0m | 0.69 |
| Q3 2025 | $112.0m | $36.0m | 0.32 |
| Q4 2025 | $63.8m | $30.1m | 0.47 |
| Q1 2026 | $42.8m | $45.4m | 1.06 |
Biggest buyers
| HSBC HOLDINGS PLC | Added | +301.8k |
| CITADEL ADVISORS LLC | Added | +120.8k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | Added | +116.9k |
| RENAISSANCE TECHNOLOGIES LLC | Added | +115.1k |
| GOLDMAN SACHS GROUP INC | Added | +101.4k |
| ALLIANCEBERNSTEIN L.P. | Added | +88.4k |
| Amundi | Added | +85.8k |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | Added | +80.0k |
| Invesco Ltd. | Added | +69.1k |
| AMERIPRISE FINANCIAL INC | Added | +67.2k |
Biggest sellers
| FULLER & THALER ASSET MANAGEMENT, INC. | Reduced | -340.5k |
| AQR CAPITAL MANAGEMENT LLC | Reduced | -300.2k |
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -240.2k |
| Boston Partners | Reduced | -233.0k |
| Balyasny Asset Management L.P. | Reduced | -208.8k |
| Skandinaviska Enskilda Banken AB (publ) | Sold out | -161.6k |
| VICTORY CAPITAL MANAGEMENT INC | Reduced | -155.1k |
| Vulcan Value Partners, LLC | Reduced | -147.9k |
| Sterling Capital Management LLC | Reduced | -141.9k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -134.1k |
Biggest calls
| GROUP ONE TRADING LLC | Reduced | $22.9m70.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $7.2m22.0k shares |
| CITADEL ADVISORS LLC | Added | $3.6m11.1k shares |
| Twin Tree Management, LP | Unchanged | $2.8m8.6k shares |
| JANE STREET GROUP, LLC | Reduced | $2.7m8.4k shares |
| IMC-Chicago, LLC | New | $1.8m5.6k shares |
| SIMPLEX TRADING, LLC | Added | $1.1m3.5k shares |
| D. E. Shaw & Co., Inc. | New | $392.2k1.2k shares |
| Walleye Trading LLC | Added | $196.1k600 shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $18.0m55.0k shares |
| CITADEL ADVISORS LLC | Added | $14.3m43.8k shares |
| IMC-Chicago, LLC | Added | $5.5m16.9k shares |
| JANE STREET GROUP, LLC | Added | $4.6m14.0k shares |
| SIMPLEX TRADING, LLC | Added | $1.1m3.5k shares |
| Walleye Trading LLC | Added | $653.7k2.0k shares |
| Clear Harbor Asset Management, LLC | Added | $653.7k2.0k shares |
| GROUP ONE TRADING LLC | New | $359.5k1.1k shares |
| Walleye Capital LLC | Reduced | $196.1k600 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 Q1 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 |
|---|---|---|---|---|---|
| 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 | — | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 2 | $4.4m | 0 | — | — |
| Q1 2026 | 0 | — | 0 | — | — |
None reported in Q1 2026.
Holders, Q1 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.02% of their portfolio | 3.3m $1.1bn | Reduced -57.7k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.02% of their portfolio | 2.6m $860.8m | First filing |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.04% of their portfolio | 2.2m $708.6m | First filing |
| STATE STREET CORP 0.02% of their portfolio | 1.9m $604.8m | Reduced -56.4k |
| AQR CAPITAL MANAGEMENT LLC 0.20% of their portfolio | 1.4m $444.6m | Reduced -300.2k |
| Vulcan Value Partners, LLC 11.80% of their portfolio | 1.4m $445.1m | Reduced -147.9k |
| GEODE CAPITAL MANAGEMENT, LLC 0.02% of their portfolio | 1.2m $385.6m | Added +13.6k |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC 1.10% of their portfolio | 1.0m $336.1m | Added +80.0k |
| WELLINGTON MANAGEMENT GROUP LLP 0.06% of their portfolio | 971.9k $317.7m | Reduced -240.2k |
| Invesco Ltd. 0.03% of their portfolio | 812.3k $265.5m | Added +69.1k |
| ALTRINSIC GLOBAL ADVISORS LLC 9.10% of their portfolio | 777.9k $254.2m | Reduced -87.4k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.08% of their portfolio | 762.4k $252.8m | Added +116.9k |
| ALLIANCEBERNSTEIN L.P. 0.08% of their portfolio | 729.1k $247.4m | Added +88.4k |
| Boston Partners 0.17% of their portfolio | 508.6k $166.2m | Reduced -233.0k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.55% of their portfolio | 506.2k $165.4m | Reduced -78.1k |
| DONALD SMITH & CO., INC. 2.71% of their portfolio | 460.2k $150.4m | Added +24.5k |
| HSBC HOLDINGS PLC 0.09% of their portfolio | 449.9k $147.1m | Added +301.8k |
| DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio | 414.9k $135.6m | Reduced -14.5k |
| NORTHERN TRUST CORP 0.02% of their portfolio | 410.6k $134.2m | Added +8.0k |
| MORGAN STANLEY 0.01% of their portfolio | 410.4k $134.1m | Reduced -14.9k |
| Polar Capital Holdings Plc 0.58% of their portfolio | 403.5k $131.9m | Unchanged |
| LSV ASSET MANAGEMENT 0.27% of their portfolio | 386.6k $126.4m | Added +1.3k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio | 354.8k $116.0m | Added +9.7k |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.39% of their portfolio | 352.1k $115.1m | Reduced -340.5k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% of their portfolio | 315.7k $103.2m | Added +4.7k |
| Balyasny Asset Management L.P. 0.19% of their portfolio | 289.9k $94.8m | Reduced -208.8k |
| ASSETMARK, INC 0.19% of their portfolio | 287.8k $94.1m | Added +7.5k |
| VICTORY CAPITAL MANAGEMENT INC 0.06% of their portfolio | 276.1k $90.2m | Reduced -155.1k |
| CITADEL ADVISORS LLC 0.06% of their portfolio | 271.1k $88.6m | Added +120.8k |
| EARNEST PARTNERS LLC 0.36% of their portfolio | 268.1k $87.6m | Added +4.6k |
| Legal & General Group Plc 0.02% of their portfolio | 267.5k $87.4m | Added +358 |
| AustralianSuper Pty Ltd 0.43% of their portfolio | 251.2k $82.1m | Added +58.8k |
| CAUSEWAY CAPITAL MANAGEMENT LLC 1.00% of their portfolio | 250.0k $81.7m | Added +11.4k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 233.3k $76.3m | Added +16.7k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.32% of their portfolio | 230.5k $75.4m | Added +8.0k |
| VANGUARD FIDUCIARY TRUST CO 0.02% of their portfolio | 229.4k $75.0m | First filing |
| UBS Group AG 0.01% of their portfolio | 225.7k $73.8m | Added +25.3k |
| Talaria Asset Management Pty Ltd 14.83% of their portfolio | 224.7k $73.4m | Added +200 |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 216.8k $70.9m | Added +101.4k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 215.5k $70.4m | Reduced -1.8k |
| Nuveen, LLC 0.02% of their portfolio | 215.4k $70.4m | Added +2.5k |
| Amundi 0.02% of their portfolio | 213.0k $69.6m | Added +85.8k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.24% of their portfolio | 185.7k $60.7m | Added +53.1k |
| RENAISSANCE TECHNOLOGIES LLC 0.08% of their portfolio | 162.1k $53.0m | Added +115.1k |
| DEUTSCHE BANK AG\ 0.02% of their portfolio | 160.6k $52.5m | Reduced -4.3k |
| BARCLAYS PLC 0.02% of their portfolio | 156.3k $51.1m | Added +4.7k |
| JANUS HENDERSON GROUP PLC 0.02% of their portfolio | 146.3k $47.8m | Reduced -110 |
| Davis Selected Advisers 0.21% of their portfolio | 140.9k $46.1m | Added +22.9k |
| FRANKLIN RESOURCES INC 0.01% of their portfolio | 137.7k $45.0m | Reduced -12.1k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 134.5k $43.9m | Added +67.2k |
| Perpetual Ltd 0.66% of their portfolio | 131.9k $43.1m | Added +17.9k |
| GENERAL AMERICAN INVESTORS CO INC 2.79% of their portfolio | 129.2k $42.2m | Unchanged |
| SEI INVESTMENTS CO 0.04% of their portfolio | 127.6k $41.7m | Added +14.3k |
| DEPRINCE RACE & ZOLLO INC 0.79% of their portfolio | 127.4k $41.6m | Added +5.8k |
| BNP PARIBAS FINANCIAL MARKETS 0.03% of their portfolio | 127.3k $41.6m | Reduced -5.5k |
| Swiss National Bank 0.02% of their portfolio | 123.2k $40.3m | Added +8.3k |
| FIRST TRUST ADVISORS LP 0.03% of their portfolio | 121.9k $39.9m | Added +62.0k |
| SYSTEMATIC FINANCIAL MANAGEMENT LP 0.90% of their portfolio | 120.0k $39.2m | Added +3.8k |
| SEB Asset Management AB 0.16% of their portfolio | 112.0k $36.6m | First filing |
| JANE STREET GROUP, LLC 0.04% of their portfolio | 108.1k $35.3m | Added +14.1k |
| HRT FINANCIAL LP 0.12% of their portfolio | 105.3k $34.4m | Added +63.4k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 105.3k $34.0m | Added +37.1k |
| South Dakota Investment Council 0.64% of their portfolio | 101.9k $33.3m | Added +8.2k |
| FMR LLC 0.00% of their portfolio | 100.0k $32.7m | Reduced -4.6k |
| Sumitomo Mitsui Trust Group, Inc. 0.02% of their portfolio | 96.4k $31.5m | Added +791 |
| STOREBRAND ASSET MANAGEMENT AS 0.09% of their portfolio | 96.1k $31.4m | Added +11.6k |
| Vanguard Global Advisers, LLC 0.02% of their portfolio | 95.4k $31.2m | First filing |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.02% of their portfolio | 95.1k $31.1m | Added +8.0k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 94.9k $31.0m | Reduced -146 |
| California Public Employees Retirement System 0.02% of their portfolio | 94.0k $30.7m | Reduced -12.6k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.02% of their portfolio | 84.7k $27.7m | First filing |
| Russell Investments Group, Ltd. 0.03% of their portfolio | 81.1k $26.5m | Added +10.2k |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 80.6k $26.3m | Reduced -2.0k |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.02% of their portfolio | 79.2k $25.9m | Added +57.7k |
| Quantinno Capital Management LP 0.04% of their portfolio | 74.5k $24.4m | Added +40.2k |
| BANK OF MONTREAL /CAN/ 0.01% of their portfolio | 73.8k $24.1m | Reduced -7.0k |
| KLP KAPITALFORVALTNING AS 0.09% of their portfolio | 69.5k $22.7m | Added +38.3k |
| LAZARD ASSET MANAGEMENT LLC 0.04% of their portfolio | 68.1k $22.3m | Added +942 |
| Prana Capital Management, LP 0.66% of their portfolio | 65.7k $21.5m | Added +25.4k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio | 62.5k $20.4m | Reduced -1.1k |
| TCTC Holdings, LLC 0.57% of their portfolio | 60.8k $19.9m | Reduced -280 |
| NEW YORK STATE COMMON RETIREMENT FUND 0.03% of their portfolio | 60.8k $19.9m | Added +1.4k |
| MIRABELLA FINANCIAL SERVICES LLP 1.92% of their portfolio | 60.5k $19.8m | Reduced -1.9k |
| ALGEBRIS (UK) LTD 1.36% of their portfolio | 57.8k $18.9m | Reduced -11.3k |
| CWM, LLC 0.05% of their portfolio | 57.6k $18.8m | Reduced -15.0k |
| SG Americas Securities, LLC 0.02% of their portfolio | 55.7k $18.2m | Added +21.6k |
| Grantham, Mayo, Van Otterloo & Co. LLC 0.05% of their portfolio | 55.7k $18.2m | Added +10.6k |
| CITIGROUP INC 0.01% of their portfolio | 54.5k $17.8m | Added +10.3k |
| EQUITABLE TRUST CO 0.82% of their portfolio | 54.5k $17.8m | Added +9.6k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.03% of their portfolio | 54.2k $17.8m | Added +8.1k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.03% of their portfolio | 54.1k $17.7m | Added +23.4k |
| NUANCE INVESTMENTS, LLC 2.44% of their portfolio | 53.6k $17.5m | Reduced -2.4k |
| DANSKE BANK A/S 0.04% of their portfolio | 53.4k $17.5m | Reduced -6.2k |
| Te Ahumairangi Investment Management Ltd 2.91% of their portfolio | 53.2k $17.4m | Added +7.9k |
| TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio | 51.0k $16.7m | Reduced -20.7k |
| MARTINGALE ASSET MANAGEMENT L P 0.41% of their portfolio | 50.1k $16.4m | Reduced -7.0k |
| GRACE & WHITE INC /NY 2.77% of their portfolio | 48.0k $15.7m | Unchanged |
| Arnhold LLC 1.15% of their portfolio | 47.7k $15.6m | Reduced -8.6k |
| M&G PLC 0.08% of their portfolio | 46.8k $15.3m | Added +7.0k |
| Allianz Asset Management GmbH 0.02% of their portfolio | 45.6k $14.9m | Added +17.4k |