Everest Group, Ltd.
US ˙ NYSE ˙ BMG3223R1088

SecurityEG / Everest Group, Ltd.
InstitutionDimensional Fund Advisors Lp
Latest Disclosed Ownership414,923 shares
Latest Disclosed Value $ 135,608,942
Dimensional Fund Advisors Lp reports 3.37% decrease in ownership of EG / Everest Group, Ltd.

On May 7, 2026 - Dimensional Fund Advisors Lp filed a 13F-HR form disclosing ownership of 414,923 shares of Everest Group, Ltd. (US:EG) valued at $135,617,583 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 429,392 shares of Everest Group, Ltd.. This represents a change in shares of -3.37% during the quarter. The current value of the position is $138,754,400 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 414,923 -14,469 -3.37 135,609 -6.94 0.0061
2026-02-12 2025-12-31 13F EVEREST GROUP COM G3223R108 429,392 -43,597 -9.22 145,720 -12.03 0.0306
2025-11-12 2025-09-30 13F EVEREST GROUP COM G3223R108 472,989 8,387 1.81 165,638 4.91 0.0355
2025-08-12 2025-06-30 13F EVEREST GROUP COM G3223R108 464,602 -82,057 -15.01 157,888 -20.50 0.0366
2025-05-13 2025-03-31 13F EVEREST GROUP COM G3223R108 546,659 -25,473 -4.45 198,609 -4.22 0.0494
2025-02-13 2024-12-31 13F EVEREST GROUP COM G3223R108 572,132 13,138 2.35 207,368 -5.33 0.0498
2024-11-07 2024-09-30 13F EVEREST GROUP COM G3223R108 558,994 23,873 4.46 219,041 7.43 0.0531
2024-08-09 2024-06-30 13F EVEREST GROUP COM G3223R108 535,121 38,254 7.70 203,891 3.23 0.0533
2024-05-10 2024-03-31 13F EVEREST GROUP COM G3223R108 496,867 5,921 1.21 197,505 13.78 0.0535
2024-02-07 2023-12-31 13F EVEREST GROUP COM G3223R108 490,946 24,125 5.17 173,587 0.04 0.0507
2023-11-09 2023-09-30 13F EVEREST GROUP COM G3223R108 466,821 -65,395 -12.29 173,526 -4.63 0.0569
2023-08-09 2023-06-30 13F EVEREST RE GROUP COM G3223R108 532,216 -107,807 -16.84 181,941 -20.60 0.0580
2023-05-12 2023-03-31 13F EVEREST RE GROUP COM G3223R108 640,023 -17,505 -2.66 229,138 105,493.55 0.0772
2023-02-09 2022-12-31 13F EVEREST RE GROUP COM G3223R108 657,528 -31,718 -4.60 218 -99.88 0.0644
2022-11-10 2022-09-30 13F EVEREST RE GROUP COM G3223R108 689,246 17,518 2.61 180,897 -3.91 0.0695
2022-08-12 2022-06-30 13F EVEREST RE GROUP COM G3223R108 671,728 10,256 1.55 188,263 -5.57 0.0675
2022-05-13 2022-03-31 13F EVEREST RE GROUP COM G3223R108 661,472 27,045 4.26 199,361 14.72 0.0614
2022-02-09 2021-12-31 13F EVEREST RE GROUP COM G3223R108 634,427 -2,532 -0.40 173,782 8.79 0.0525
2021-11-12 2021-09-30 13F EVEREST RE GROUP COM G3223R108 636,959 29,396 4.84 159,741 4.33 0.0515
2021-08-12 2021-06-30 13F EVEREST RE GROUP COM G3223R108 607,563 51,775 9.32 153,113 11.16 0.0485
2021-05-14 2021-03-31 13F EVEREST RE GROUP COM G3223R108 555,788 19,068 3.55 137,741 9.64 0.0456
2021-03-08 2020-12-31 13F/A-2 EVEREST RE GROUP COM G3223R108 536,720 69,751 14.94 125,635 36.19 0.0454
2021-02-11 2020-12-31 13F EVEREST RE GROUP COM G3223R108 536,720 69,751 125,635 45,372.6841
2020-11-12 2020-09-30 13F EVEREST RE GROUP COM G3223R108 466,969 21,713 4.88 92,251 0.49 0.0391
2020-08-13 2020-06-30 13F EVEREST RE GROUP COM G3223R108 445,256 29,059 6.98 91,799 14.60 0.0403
2020-05-14 2020-03-31 13F EVEREST RE GROUP COM G3223R108 416,197 -6,737 -1.59 80,107 -31.58 0.0417
2020-02-14 2019-12-31 13F EVEREST RE GROUP COM G3223R108 422,934 -10,917 -2.52 117,087 1.42 0.0427
2019-11-12 2019-09-30 13F EVEREST RE GROUP COM G3223R108 433,851 -1,288 -0.30 115,444 7.34 0.0449
2019-08-13 2019-06-30 13F EVEREST RE GROUP COM G3223R108 435,139 -31,345 -6.72 107,549 6.76 0.0418
2019-08-12 2019-03-31 13F/A-2 EVEREST RE GROUP COM G3223R108 466,484 16,165 3.59 100,742 2.74 0.0401
2019-05-10 2019-03-31 13F EVEREST RE GROUP COM G3223R108 466,484 16,165 100,742
2019-02-26 2018-12-31 13F/A-1 EVEREST RE GROUP COM G3223R108 450,319 -70,767 -13.58 98,058 -17.63 0.0444
2019-02-13 2018-12-31 13F EVEREST RE GROUP COM G3223R108 450,319 -70,767 98,058
2018-11-13 2018-09-30 13F EVEREST RE GROUP COM G3223R108 521,086 56,030 12.05 119,051 11.06 0.0453
2018-08-10 2018-06-30 13F EVEREST RE GROUP COM G3223R108 465,056 -11,631 -2.44 107,191 -12.44 0.0427
2018-05-11 2018-03-31 13F EVEREST RE GROUP COM G3223R108 476,687 -26,069 -5.19 122,423 10.05 0.0510
2018-02-12 2017-12-31 13F EVEREST RE GROUP COM G3223R108 502,756 -67,832 -11.89 111,247 -14.62 0.0461
2017-11-13 2017-09-30 13F EVEREST RE GROUP COM G3223R108 570,588 574 0.10 130,296 -10.22 0.0569
2017-08-11 2017-06-30 13F EVEREST RE GROUP COM G3223R108 570,014 12,912 2.32 145,124 11.41 0.0670
2017-05-12 2017-03-31 13F EVEREST RE GROUP COM G3223R108 557,102 -341 -0.06 130,258 7.98 0.0623
2017-02-09 2016-12-31 13F EVEREST RE GROUP COM G3223R108 557,443 -52,615 -8.62 120,631 4.09 0.0603
2016-11-10 2016-09-30 13F EVEREST RE GROUP COM G3223R108 610,058 -3,954 -0.64 115,895 3.35 0.0626
2016-08-09 2016-06-30 13F EVEREST RE GROUP COM G3223R108 614,012 -7,371 -1.19 112,134 -8.59 0.0645
2016-05-13 2016-03-31 13F EVEREST RE GROUP COM G3223R108 621,383 -14,524 -2.28 122,677 5.36 0.0734
2016-02-10 2015-12-31 13F EVEREST RE GROUP COM G3223R108 635,907 -119,016 -15.77 116,437 -11.02 0.0726
2015-11-13 2015-09-30 13F EVEREST RE GROUP COM G3223R108 754,923 1,808 0.24 130,859 -4.53 0.0859
2015-08-14 2015-06-30 13F EVEREST RE GROUP COM G3223R108 753,115 -23,489 -3.02 137,075 1.44 0.0839
2015-05-14 2015-03-31 13F EVEREST RE GROUP COM G3223R108 776,604 92,041 13.45 135,133 15.91 0.0853
2015-02-06 2014-12-31 13F EVEREST RE GROUP COM G3223R108 684,563 46,126 7.22 116,588 12.72 0.0766
2014-11-13 2014-09-30 13F EVEREST RE GROUP COM G3223R108 638,437 54,337 9.30 103,429 10.34 0.0733
2014-08-08 2014-06-30 13F EVEREST RE GROUP COM G3223R108 584,100 -23,819 -3.92 93,737 0.76 0.0652
2014-05-14 2014-03-31 13F EVEREST RE GROUP COM G3223R108 607,919 72,027 13.44 93,028 11.38 0.0695
2014-02-12 2013-12-31 13F EVEREST RE GROUP COM G3223R108 535,892 -72,502 -11.92 83,524 -5.58 0.0651
2013-11-13 2013-09-30 13F EVEREST RE GROUP COM G3223R108 608,394 3,864 0.64 88,464 14.09 0.0766
2013-08-15 2013-06-30 13F EVEREST RE GROUP COM G3223R108 604,530 604,530 77,539 0.0730
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.