Everest Group, Ltd.
US ˙ NYSE ˙ BMG3223R1088

SecurityEG / Everest Group, Ltd.
InstitutionAviva Plc
Latest Disclosed Ownership36,622 shares
Latest Disclosed Value $ 11,969,901
Aviva Plc reports 2.70% increase in ownership of EG / Everest Group, Ltd.

On May 14, 2026 - Aviva Plc filed a 13F-HR form disclosing ownership of 36,622 shares of Everest Group, Ltd. (US:EG) valued at $11,969,901 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 35,658 shares of Everest Group, Ltd.. This represents a change in shares of 2.70% during the quarter. The current value of the position is $11,650,191 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)
2026-05-14 2026-03-31 13F EVEREST GROUP COM G3223R108 36,622 964 2.70 11,970 -1.08 0.0201
2026-02-12 2025-12-31 13F EVEREST GROUP COM G3223R108 35,658 1,899 5.63 12,101 2.34 0.0204
2025-11-13 2025-09-30 13F EVEREST GROUP COM G3223R108 33,759 1,950 6.13 11,823 9.37 0.0215
2025-08-07 2025-06-30 13F EVEREST GROUP COM G3223R108 31,809 1,991 6.68 10,810 -0.21 0.0223
2025-05-15 2025-03-31 13F EVEREST GROUP COM G3223R108 29,818 3,775 14.50 10,834 14.77 0.0261
2025-02-13 2024-12-31 13F EVEREST GROUP COM G3223R108 26,043 13,338 104.98 9,440 89.61 0.0245
2024-11-14 2024-09-30 13F EVEREST GROUP COM G3223R108 12,705 220 1.76 4,978 4.65 0.0129
2024-08-02 2024-06-30 13F EVEREST GROUP COM G3223R108 12,485 -483 -3.72 4,757 -7.70 0.0132
2024-05-14 2024-03-31 13F EVEREST GROUP COM G3223R108 12,968 -11,980 -48.02 5,155 -41.57 0.0170
2024-02-09 2023-12-31 13F EVEREST GROUP COM G3223R108 24,948 2,820 12.74 8,821 7.26 0.0316
2023-11-13 2023-09-30 13F EVEREST GROUP COM G3223R108 22,128 7,121 47.45 8,224 60.31 0.0346
2023-08-10 2023-06-30 13F EVEREST RE GROUP COM G3223R108 15,007 -16,168 -51.86 5,130 -54.04 0.0209
2023-05-12 2023-03-31 13F EVEREST RE GROUP COM G3223R108 31,175 -627 -1.97 11,161 5.94 0.0505
2023-02-14 2022-12-31 13F/A-2 EVEREST RE GROUP COM G3223R108 31,802 15,397 93.86 10,535 144.72 0.0518
2023-02-10 2022-12-31 13F/A-1 EVEREST RE GROUP COM G3223R108 31,802 15,397 1,189 0.0057
2023-02-09 2022-12-31 13F EVEREST RE GROUP COM G3223R108 31,802 15,397 11 0.0506
2022-11-14 2022-09-30 13F EVEREST RE GROUP COM G3223R108 16,405 -18,659 -53.21 4,305 -56.20 0.0248
2022-08-04 2022-06-30 13F EVEREST RE GROUP COM G3223R108 35,064 16,730 91.25 9,828 77.85 0.0523
2022-05-13 2022-03-31 13F EVEREST RE GROUP COM G3223R108 18,334 5,797 46.24 5,526 60.92 0.0276
2022-02-10 2021-12-31 13F EVEREST RE GROUP COM G3223R108 12,537 422 3.48 3,434 13.03 0.0144
2021-11-12 2021-09-30 13F EVEREST RE GROUP COM G3223R108 12,115 -140,471 -92.06 3,038 -92.10 0.0136
2021-08-10 2021-06-30 13F EVEREST RE GROUP COM G3223R108 152,586 460 0.30 38,453 2.00 0.1687
2021-05-13 2021-03-31 13F EVEREST RE GROUP COM G3223R108 152,126 60,668 66.33 37,698 76.08 0.1841
2021-02-10 2020-12-31 13F EVEREST RE GROUP COM G3223R108 91,458 78,727 618.39 21,409 751.25 0.1114
2020-11-12 2020-09-30 13F EVEREST RE GROUP COM G3223R108 12,731 -566 -4.26 2,515 -8.28 0.0148
2020-08-13 2020-06-30 13F/A-1 EVEREST RE GROUP COM G3223R108 13,297 -847 -5.99 2,742 0.73 0.0171
2020-08-13 2020-06-30 13F EVEREST RE GROUP COM G3223R108 13,297 -847 2,742 8,301.2100
2020-05-14 2020-03-31 13F EVEREST RE GROUP COM G3223R108 14,144 -8 -0.06 2,722 -30.53 0.0199
2020-02-10 2019-12-31 13F EVEREST RE GROUP COM G3223R108 14,152 -104 -0.73 3,918 3.30 0.0237
2019-11-12 2019-09-30 13F EVEREST RE GROUP COM G3223R108 14,256 -683 -4.57 3,793 2.71 0.0257
2019-07-30 2019-06-30 13F EVEREST RE GROUP COM G3223R108 14,939 -309 -2.03 3,693 12.15 0.0254
2019-05-14 2019-03-31 13F EVEREST RE GROUP COM G3223R108 15,248 37 0.24 3,293 -0.57 0.0221
2019-02-12 2018-12-31 13F EVEREST RE GROUP COM G3223R108 15,211 -4,217 -21.71 3,312 -25.39 0.0247
2018-11-13 2018-09-30 13F EVEREST RE GROUP COM G3223R108 19,428 -1,029 -5.03 4,439 -5.85 0.0243
2018-08-01 2018-06-30 13F EVEREST RE GROUP COM G3223R108 20,457 -136 -0.66 4,715 -10.85 0.0278
2018-05-14 2018-03-31 13F EVEREST RE GROUP COM G3223R108 20,593 -2,014 -8.91 5,289 5.74 0.0323
2018-02-13 2017-12-31 13F EVEREST RE GROUP COM G3223R108 22,607 -3,308 -12.76 5,002 -15.48 0.0283
2017-11-13 2017-09-30 13F EVEREST RE GROUP COM G3223R108 25,915 255 0.99 5,918 -9.39 0.0318
2017-08-07 2017-06-30 13F EVEREST RE GROUP COM G3223R108 25,660 370 1.46 6,531 10.41 0.0365
2017-05-15 2017-03-31 13F EVEREST RE GROUP COM G3223R108 25,290 -1,432 -5.36 5,915 2.23 0.0339
2017-02-13 2016-12-31 13F EVEREST RE GROUP COM G3223R108 26,722 -4,546 -14.54 5,786 -2.63 0.0346
2016-11-14 2016-09-30 13F EVEREST RE GROUP COM G3223R108 31,268 6,534 26.42 5,942 31.55 0.0371
2016-08-05 2016-06-30 13F EVEREST RE GROUP COM G3223R108 24,734 -23,896 -49.14 4,517 -52.95 0.0310
2016-05-12 2016-03-31 13F EVEREST RE GROUP COM G3223R108 48,630 4 0.01 9,601 7.84 0.0714
2016-02-11 2015-12-31 13F EVEREST RE GROUP COM G3223R108 48,626 27,462 129.76 8,903 142.65 0.0675
2015-11-12 2015-09-30 13F EVEREST RE GROUP COM G3223R108 21,164 -861 -3.91 3,669 -8.48 0.0304
2015-08-06 2015-06-30 13F EVEREST RE GROUP COM G3223R108 22,025 -2,210 -9.12 4,009 -4.93 0.0284
2015-05-14 2015-03-31 13F EVEREST RE GROUP COM G3223R108 24,235 24,235 0.00 4,217 0.0289
2015-02-05 2014-12-31 13F/A-1 EVEREST RE GROUP COM G3223R108 0 -19,427 -100.00 0 -100.00
2014-11-13 2014-09-30 13F EVEREST RE GROUP COM G3223R108 19,427 -360 -1.82 3,147 -0.91 0.0249
2014-08-13 2014-06-30 13F EVEREST RE GROUP COM G3223R108 19,787 -160 -0.80 3,176 4.03 0.0243
2014-05-14 2014-03-31 13F EVEREST RE GROUP COM G3223R108 19,947 630 3.26 3,053 1.39 0.0247
2014-02-13 2013-12-31 13F EVEREST RE GROUP COM G3223R108 19,317 139 0.72 3,011 7.96 0.0252
2013-11-13 2013-09-30 13F EVEREST RE GROUP COM G3223R108 19,178 3,427 21.76 2,789 38.07 0.0245
2013-08-01 2013-06-30 13F EVEREST RE GROUP COM G3223R108 15,751 15,751 2,020 0.0204
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.