Everest Group, Ltd.
US ˙ NYSE ˙ BMG3223R1088

SecurityEG / Everest Group, Ltd.
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership146 shares
Latest Disclosed Value $ 47,720
IFP Advisors, Inc reports 70.80% decrease in ownership of EG / Everest Group, Ltd.

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 146 shares of Everest Group, Ltd. (US:EG) valued at $47,720 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 500 shares of Everest Group, Ltd.. This represents a change in shares of -70.80% during the quarter. The current value of the position is $46,446 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)
2026-04-13 2026-03-31 13F EVEREST GROUP cs G3223R108 146 -354 -70.80 48 -72.19 0.0010
2026-02-06 2025-12-31 13F EVEREST GROUP cs G3223R108 500 209 71.82 170 67.33 0.0038
2026-02-06 2025-09-30 13F/A-1 EVEREST GROUP cs G3223R108 291 95 48.47 102 53.03 0.0026
2025-12-02 2025-09-30 13F EVEREST GROUP cs G3223R108 291 95 102 0.0026
2025-07-24 2025-06-30 13F EVEREST GROUP cs G3223R108 196 187 2,077.78 67 1,220.00 0.0019
2025-05-05 2025-03-31 13F EVEREST GROUP cs G3223R108 9 6 200.00 5 66.67 0.0002
2025-02-04 2024-12-31 13F EVEREST GROUP cs G3223R108 3 -6 -66.67 3 0.00 0.0001
2025-02-04 2024-09-30 13F EVEREST GROUP cs G3223R108 9 -503 -98.24 4 -98.46 0.0001
2024-07-30 2024-06-30 13F EVEREST GROUP cs G3223R108 512 -24 -4.48 195 -8.45 0.0077
2024-07-30 2024-03-31 13F EVEREST GROUP cs G3223R108 536 43 8.72 213 22.41 0.0093
2024-01-09 2023-12-31 13F EVEREST GROUP cs G3223R108 493 490 16,333.33 174 17,300.00 0.0082
2023-10-12 2023-09-30 13F EVEREST GROUP cs G3223R108 3 -15 -83.33 1 -83.33 0.0001
2023-08-14 2023-06-30 13F/A-1 EVEREST RE GROUP cs G3223R108 18 16 800.00 6 0.0003
2023-08-04 2023-06-30 13F EVEREST RE GROUP cs G3223R108 18 16 2 0.0001
2023-04-18 2023-03-31 13F EVEREST RE GROUP cs G3223R108 2 -247 -99.20 0 0.0000
2023-02-07 2022-12-31 13F EVEREST RE GROUP cs G3223R108 249 30 13.70 0 -100.00 0.0011
2022-11-08 2022-09-30 13F EVEREST RE GROUP cs G3223R108 219 8 3.79 36 5.88 0.0009
2022-09-06 2022-06-30 13F/A-1 EVEREST RE GROUP cs G3223R108 211 0 0.00 34 0.00 0.0011
2022-09-06 2022-03-31 13F/A-1 EVEREST RE GROUP cs G3223R108 211 198 1,523.08 34 750.00 0.0011
2022-08-08 2022-03-31 13F EVEREST RE GROUP LTD COM Stock G3223R108 18 5 3 0.0001
2022-01-12 2021-12-31 13F EVEREST RE GROUP LTD COM Stock G3223R108 13 -5 -27.78 4 -20.00 0.0001
2021-10-06 2021-09-30 13F EVEREST RE GROUP LTD COM Stock G3223R108 18 -230 -92.74 5 -92.19 0.0001
2021-07-13 2021-06-30 13F EVEREST RE GROUP LTD COM Stock G3223R108 248 6 2.48 64 14.29 0.0013
2021-04-30 2021-03-31 13F EVEREST RE GROUP LTD COM Stock G3223R108 242 229 1,761.54 56 1,766.67 0.0011
2021-01-25 2020-12-31 13F EVEREST RE GROUP LTD COM Stock G3223R108 13 0 0.00 3 0.00 0.0001
2020-10-29 2020-09-30 13F EVEREST RE GROUP LTD COM Stock G3223R108 13 -44 -77.19 3 -75.00 0.0002
2020-08-05 2020-06-30 13F EVEREST RE GROUP LTD COM Stock G3223R108 57 -26 -31.33 12 -33.33 0.0010
2020-05-12 2020-03-31 13F EVEREST RE GROUP LTD COM Stock G3223R108 83 -15 -15.31 18 -28.00 0.0018
2020-01-17 2019-12-31 13F EVEREST RE GROUP LTD COM Stock G3223R108 98 4 4.26 25 0.00 0.0019
2019-11-07 2019-09-30 13F EVEREST RE GROUP LTD COM Stock G3223R108 94 94 25 0.0017
2019-05-15 2019-03-31 13F EVEREST RE GROUP LTD COM Stock G3223R108 0 -264 -100.00 0 -100.00
2019-06-03 2018-12-31 13F/A-10 EVEREST RE GROUP LTD COM Stock G3223R108 264 -18 -6.38 57 -10.94 0.0035
2019-01-23 2018-12-31 13F EVEREST RE GROUP LTD COM Stock G3223R108 264 -18 57 0.0035
2019-06-03 2018-09-30 13F/A-9 EVEREST RE GROUP LTD COM Stock G3223R108 282 -57 -16.81 64 -17.95 0.0026
2018-10-25 2018-09-30 13F EVEREST RE GROUP LTD COM Stock G3223R108 282 -57 64 0.0026
2019-06-03 2018-06-30 13F/A-8 EVEREST RE GROUP LTD COM Stock G3223R108 339 -126 -27.10 78 -24.27 0.0033
2018-08-07 2018-06-30 13F EVEREST RE GROUP LTD COM Stock G3223R108 339 -111 78
2019-06-03 2018-03-31 13F/A-7 EVEREST RE GROUP LTD COM Stock G3223R108 465 0 0.00 103 0.00 0.0047
2018-05-09 2018-03-31 13F EVEREST RE GROUP LTD COM Stock G3223R108 450 -15 116
2019-06-03 2017-12-31 13F/A-6 EVEREST RE GROUP LTD COM Stock G3223R108 465 -9 -1.90 103 -4.63 0.0047
2018-01-24 2017-12-31 13F EVEREST RE GROUP LTD COM Stock G3223R108 465 -9 103
2017-10-30 2017-09-30 13F EVEREST RE GROUP LTD COM Stock G3223R108 474 -183 -27.85 108 -35.33 0.0043
2019-06-03 2017-06-30 13F/A-5 EVEREST RE GROUP LTD COM Stock G3223R108 657 148 29.08 167 40.34 0.0071
2017-07-31 2017-06-30 13F EVEREST RE GROUP LTD COM Stock G3223R108 657 148 167
2019-06-03 2017-03-31 13F/A-4 EVEREST RE GROUP LTD COM Stock G3223R108 509 8 1.60 119 10.19 0.0052
2017-04-26 2017-03-31 13F EVEREST RE GROUP LTD COM Stock G3223R108 509 8 119
2019-06-03 2016-12-31 13F/A-3 EVEREST RE GROUP LTD COM Stock G3223R108 501 1 0.20 108 13.68 0.0052
2017-02-14 2016-12-31 13F EVEREST RE GROUP LTD COM Stock G3223R108 501 1 108
2016-11-04 2016-09-30 13F EVEREST RE GROUP LTD COM Stock G3223R108 500 30 6.38 95 10.47 0.0049
2019-06-03 2016-06-30 13F/A-2 EVEREST RE GROUP LTD COM Stock G3223R108 470 -11 -2.29 86 -9.47 0.0048
2016-08-22 2016-06-30 13F EVEREST RE GROUP LTD COM Stock G3223R108 470 -11 86
2016-05-02 2016-03-31 13F EVEREST RE GROUP LTD COM Stock G3223R108 481 -88 -15.47 95 -8.65 0.0057
2016-02-11 2015-12-31 13F EVEREST RE GROUP LTD COM Stock G3223R108 569 569 104 0.0070
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.