Everest Group, Ltd.
US ˙ NYSE ˙ BMG3223R1088

SecurityEG / Everest Group, Ltd.
InstitutionAustralianSuper Pty Ltd
Latest Disclosed Ownership251,190 shares
Latest Disclosed Value $ 82,101,452
AustralianSuper Pty Ltd reports 30.53% increase in ownership of EG / Everest Group, Ltd.

On May 7, 2026 - AustralianSuper Pty Ltd filed a 13F-HR form disclosing ownership of 251,190 shares of Everest Group, Ltd. (US:EG) valued at $82,101,452 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 192,436 shares of Everest Group, Ltd.. This represents a change in shares of 30.53% during the quarter. The current value of the position is $84,000,448 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date
Effective
Date
Form Security Class ID Avg Price
Paid (Est)
Reported
Shares
ΔShares ΔShares
(%)
Reported
Value
(x1000)
ΔValue
(%)
Alloc
(%)
ΔAlloc ΔAlloc (%) Cost Basis
(x1000)
Unrealized
Gain/Loss
(x1000)
2026-05-07 2026-03-31 13F EVEREST GROUP COM G3223R108 251,190 58,754 30.53 82,101 25.72 0.4279
2026-02-05 2025-12-31 13F EVEREST GROUP COM G3223R108 192,436 62,369 47.95 65,303 43.36 0.3036
2025-11-12 2025-09-30 13F/A-1 EVEREST GROUP COM G3223R108 130,067 -8,088 -5.85 45,553 -2.98 0.2152
2025-11-03 2025-09-30 13F EVEREST GROUP COM G3223R108 130,067 -8,088 45,553 0.2090
2025-08-01 2025-06-30 13F EVEREST GROUP COM G3223R108 138,155 53,865 63.90 46,952 53.31 0.2377
2025-05-05 2025-03-31 13F EVEREST GROUP COM G3223R108 84,290 36,297 75.63 30,625 76.06 0.1731
2025-01-30 2024-12-31 13F EVEREST GROUP COM G3223R108 47,993 29,677 162.03 17,396 142.41 0.0821
2024-10-28 2024-09-30 13F EVEREST GROUP COM G3223R108 18,316 18,316 7,177 0.0358
2024-04-26 2024-03-31 13F EVEREST GROUP COM G3223R108 0 -3,894 -100.00 0 -100.00
2024-01-16 2023-12-31 13F EVEREST GROUP COM G3223R108 3,894 -241 -5.83 1,377 -10.42 0.0083
2023-10-27 2023-09-30 13F EVEREST GROUP COM G3223R108 4,135 -53,883 -92.87 1,537 -92.26 0.0100
2023-07-28 2023-06-30 13F EVEREST RE GROUP COM G3223R108 58,018 -38,699 -40.01 19,834 -42.72 0.1258
2023-04-21 2023-03-31 13F EVEREST RE GROUP COM G3223R108 96,717 5,732 6.30 34,627 14.16 0.2108
2023-02-01 2022-12-31 13F EVEREST RE GROUP COM G3223R108 90,985 -325 -0.36 30,333 26.58 0.2018
2022-11-14 2022-09-30 13F EVEREST RE GROUP COM G3223R108 91,310 17,541 23.78 23,963 15.90 0.1705
2022-07-13 2022-06-30 13F EVEREST RE GROUP COM G3223R108 73,769 21,425 40.93 20,676 31.07 0.1275
2022-04-29 2022-03-31 13F EVEREST RE GROUP COM G3223R108 52,344 23,955 84.38 15,775 103.63 0.0857
2022-01-24 2021-12-31 13F EVEREST RE GROUP COM G3223R108 28,389 28,389 7,747 0.0402
2020-05-13 2020-03-31 13F EVEREST RE GROUP COM G3223R108 0 -15,489 -100.00 0 -100.00
2020-02-10 2019-12-31 13F EVEREST RE GROUP COM G3223R108 15,489 -14,508 -48.36 4,288 -46.28 0.0362
2019-11-08 2019-09-30 13F EVEREST RE GROUP COM G3223R108 29,997 -22,992 -43.39 7,982 -39.06 0.0755
2019-08-13 2019-06-30 13F EVEREST RE GROUP COM G3223R108 52,989 -18,181 -25.55 13,098 -14.78 0.1259
2019-05-14 2019-03-31 13F EVEREST RE GROUP COM G3223R108 71,170 59,315 500.34 15,370 495.27 0.1605
2019-02-06 2018-12-31 13F EVEREST RE GROUP COM G3223R108 11,855 11,855 2,582 0.0402
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.