Everest Group, Ltd.
US ˙ NYSE ˙ BMG3223R1088

SecurityEG / Everest Group, Ltd.
InstitutionCwm, Llc
Latest Disclosed Ownership57,622 shares
Latest Disclosed Value $ 18,833,672
Cwm, Llc reports 20.62% decrease in ownership of EG / Everest Group, Ltd.

On May 14, 2026 - Cwm, Llc filed a 13F-HR form disclosing ownership of 57,622 shares of Everest Group, Ltd. (US:EG) valued at $18,833,751 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 72,592 shares of Everest Group, Ltd.. This represents a change in shares of -20.62% during the quarter. The current value of the position is $18,330,711 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 57,622 -14,970 -20.62 18,834 78,370.83 0.0495
2026-01-26 2025-12-31 13F EVEREST GROUP COM G3223R108 72,592 -15,861 -17.93 25 -20.00 0.0667
2025-10-15 2025-09-30 13F EVEREST GROUP COM G3223R108 88,453 33,206 60.10 31 66.67 0.0932
2025-07-25 2025-06-30 13F EVEREST GROUP COM G3223R108 55,247 8,448 18.05 19 5.88 0.0662
2025-05-01 2025-03-31 13F EVEREST GROUP COM G3223R108 46,799 -587 -1.24 17 0.00 0.0678
2025-02-04 2024-12-31 13F EVEREST GROUP COM G3223R108 47,386 -1,024 -2.12 17 -5.56 0.0713
2024-10-08 2024-09-30 13F EVEREST GROUP COM G3223R108 48,410 -1,809 -3.60 19 -5.26 0.0816
2024-07-10 2024-06-30 13F EVEREST GROUP COM G3223R108 50,219 -2,028 -3.88 19 -5.00 0.0902
2024-04-05 2024-03-31 13F EVEREST GROUP COM G3223R108 52,247 -2,450 -4.48 21 5.26 0.1010
2024-02-01 2023-12-31 13F EVEREST GROUP COM G3223R108 54,697 -9,404 -14.67 19 -17.39 0.1040
2023-10-11 2023-09-30 13F EVEREST GROUP COM G3223R108 64,101 -8,385 -11.57 24 -4.17 0.1460
2023-08-03 2023-06-30 13F EVEREST RE GROUP COM G3223R108 72,486 -8,564 -10.57 25 -17.24 0.1531
2023-05-01 2023-03-31 13F EVEREST RE GROUP COM G3223R108 81,050 -4,309 -5.05 29 3.57 0.1961
2023-02-01 2022-12-31 13F EVEREST RE GROUP COM G3223R108 85,359 -341 -0.40 28 -99.88 0.2083
2022-10-27 2022-09-30 13F EVEREST RE GROUP COM G3223R108 85,700 1,837 2.19 22,491 -4.31 0.1787
2022-07-28 2022-06-30 13F EVEREST RE GROUP COM G3223R108 83,863 2,779 3.43 23,505 -3.81 0.1821
2022-04-21 2022-03-31 13F EVEREST RE GROUP COM G3223R108 81,084 -1,456 -1.76 24,437 8.09 0.1733
2022-01-31 2021-12-31 13F EVEREST RE GROUP COM G3223R108 82,540 1,041 1.28 22,609 10.08 0.1592
2021-09-15 2021-06-30 13F/A-1 EVEREST RE GROUP COM G3223R108 81,499 0 0.00 20,538 0.00 0.1637
2021-07-29 2021-06-30 13F EVEREST RE GROUP COM G3223R108 81,499 0 20,538 0.1637
2021-09-15 2021-03-31 13F/A-1 EVEREST RE GROUP COM G3223R108 81,499 0 0.00 20,538 0.00 0.1637
2021-04-27 2021-03-31 13F EVEREST RE GROUP COM G3223R108 79,523 -1,976 19,706 0.1733
2021-09-15 2020-12-31 13F/A-1 EVEREST RE GROUP COM G3223R108 81,499 0 0.00 20,538 0.00 0.1637
2021-01-27 2020-12-31 13F EVEREST RE GROUP COM G3223R108 86,455 4,956 20,238 0.1897
2021-09-15 2020-09-30 13F/A-1 EVEREST RE GROUP COM G3223R108 81,499 0 0.00 20,538 0.00 0.1637
2020-10-19 2020-09-30 13F EVEREST RE GROUP COM G3223R108 83,927 2,428 16,579 0.1843
2021-09-15 2020-06-30 13F/A-1 EVEREST RE GROUP COM G3223R108 81,499 0 0.00 20,538 0.00 0.1637
2020-07-22 2020-06-30 13F EVEREST RE GROUP COM G3223R108 85,743 4,244 17,680 0.2097
2021-09-15 2020-03-31 13F/A-1 EVEREST RE GROUP COM G3223R108 81,499 0 0.00 20,538 0.00 0.1637
2020-04-28 2020-03-31 13F EVEREST RE GROUP COM G3223R108 75,252 -6,247 14,480 0.2156
2021-09-14 2019-12-31 13F/A-1 EVEREST RE GROUP COM G3223R108 81,499 0 0.00 20,538 0.00 0.1637
2020-01-27 2019-12-31 13F EVEREST RE GROUP COM G3223R108 64,510 -16,989 17,859 0.2282
2021-09-14 2019-09-30 13F/A-1 EVEREST RE GROUP COM G3223R108 81,499 0 0.00 20,538 0.00 0.1637
2019-10-22 2019-09-30 13F EVEREST RE GROUP COM G3223R108 54,384 -27,115 14,471 0.2107
2021-09-14 2019-06-30 13F/A-1 EVEREST RE GROUP COM G3223R108 81,499 0 0.00 20,538 0.00 0.1637
2019-07-31 2019-06-30 13F EVEREST RE GROUP COM G3223R108 38,516 -42,983 9,520 0.1575
2021-09-02 2019-03-31 13F/A-1 EVEREST RE GROUP COM G3223R108 81,499 71,248 695.03 20,538 820.16 0.1637
2019-04-22 2019-03-31 13F EVEREST RE GROUP COM G3223R108 23,568 13,317 5,090 0.1021
2019-01-25 2018-12-31 13F EVEREST RE GROUP COM G3223R108 10,251 8,761 587.99 2,232 556.47 0.0557
2018-10-29 2018-09-30 13F EVEREST RE GROUP COM G3223R108 1,490 1,478 12,316.67 340 11,233.33 0.0087
2018-07-31 2018-06-30 13F EVEREST RE GROUP COM G3223R108 12 12 3 0.0001
2018-04-26 2018-03-31 13F EVEREST RE GROUP COM G3223R108 0 -37 -100.00 0 -100.00
2018-01-16 2017-12-31 13F EVEREST RE GROUP COM G3223R108 37 15 68.18 8 60.00 0.0004
2017-10-16 2017-09-30 13F EVEREST RE GROUP COM G3223R108 22 8 57.14 5 25.00 0.0002
2017-07-17 2017-06-30 13F EVEREST RE GROUP COM G3223R108 14 -91 -86.67 4 -75.00 0.0002
2014-02-14 2013-12-31 13F EVEREST RE GROUP COM G3223R108 105 0 0.00 16 6.67 0.0025
2013-11-14 2013-09-30 13F EVEREST RE GROUP COM G3223R108 105 105 15 0.0039
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.