Everest Group, Ltd.
US ˙ NYSE ˙ BMG3223R1088

SecurityEG / Everest Group, Ltd.
InstitutionInvesco Ltd.
Latest Disclosed Ownership812,271 shares
Latest Disclosed Value $ 265,490,908
Invesco Ltd. reports 9.30% increase in ownership of EG / Everest Group, Ltd.

On May 12, 2026 - Invesco Ltd. filed a 13F-HR form disclosing ownership of 812,271 shares of Everest Group, Ltd. (US:EG) valued at $265,490,776 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 19, 2026 disclosing 743,190 shares of Everest Group, Ltd.. This represents a change in shares of 9.30% during the quarter. The current value of the position is $258,399,651 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)
2026-05-12 2026-03-31 13F EVEREST GROUP COM G3223R108 812,271 69,081 9.30 265,491 5.27 0.0051
2026-02-19 2025-12-31 13F EVEREST GROUP COM G3223R108 743,190 69,636 10.34 252,202 6.91 0.0387
2025-11-13 2025-09-30 13F EVEREST GROUP COM G3223R108 673,554 -6,673 -0.98 235,899 2.04 0.0372
2025-08-13 2025-06-30 13F EVEREST GROUP COM G3223R108 680,227 -134,371 -16.50 231,175 -21.89 0.0393
2025-05-12 2025-03-31 13F EVEREST GROUP COM G3223R108 814,598 -40,522 -4.74 295,968 -4.51 0.0561
2025-02-13 2024-12-31 13F EVEREST GROUP COM G3223R108 855,120 125,271 17.16 309,947 8.38 0.0573
2024-11-12 2024-09-30 13F EVEREST GROUP COM G3223R108 729,849 -59,191 -7.50 285,977 -4.88 0.0552
2024-08-13 2024-06-30 13F EVEREST GROUP COM G3223R108 789,040 246,074 45.32 300,640 39.30 0.0636
2024-05-14 2024-03-31 13F EVEREST GROUP COM G3223R108 542,966 55,669 11.42 215,829 25.26 0.0464
2024-02-13 2023-12-31 13F EVEREST GROUP COM G3223R108 487,297 -106,190 -17.89 172,298 -21.89 0.0410
2023-11-13 2023-09-30 13F EVEREST GROUP COM G3223R108 593,487 60,433 11.34 220,581 21.05 0.0594
2023-08-11 2023-06-30 13F EVEREST RE GROUP COM G3223R108 533,054 165,560 45.05 182,230 38.50 0.0478
2023-05-12 2023-03-31 13F EVEREST RE GROUP COM G3223R108 367,494 -79,580 -17.80 131,570 -11.16 0.0367
2023-02-13 2022-12-31 13F EVEREST RE GROUP COM G3223R108 447,074 -246,589 -35.55 148,102 -18.65 0.0434
2022-11-14 2022-09-30 13F EVEREST RE GROUP COM G3223R108 693,663 -18,987 -2.66 182,045 -8.86 0.0586
2022-08-15 2022-06-30 13F EVEREST RE GROUP COM G3223R108 712,650 72,687 11.36 199,741 3.56 0.0605
2022-05-16 2022-03-31 13F EVEREST RE GROUP COM G3223R108 639,963 63,047 10.93 192,872 22.05 0.0492
2022-02-14 2021-12-31 13F EVEREST RE GROUP COM G3223R108 576,916 31,404 5.76 158,028 15.52 0.0381
2021-11-15 2021-09-30 13F EVEREST RE GROUP COM G3223R108 545,512 -266 -0.05 136,803 -0.54 0.0347
2021-08-17 2021-06-30 13F EVEREST RE GROUP COM G3223R108 545,778 86,398 18.81 137,543 20.82 0.0338
2021-05-17 2021-03-31 13F EVEREST RE GROUP COM G3223R108 459,380 47,100 11.42 113,839 17.95 0.0304
2021-02-16 2020-12-31 13F EVEREST RE GROUP COM G3223R108 412,280 94,762 29.84 96,511 53.87 0.0281
2020-11-16 2020-09-30 13F EVEREST RE GROUP COM G3223R108 317,518 10,511 3.42 62,722 -0.92 0.0212
2020-08-14 2020-06-30 13F EVEREST RE GROUP COM G3223R108 307,007 -345,808 -52.97 63,305 -49.60 0.0226
2020-05-15 2020-03-31 13F EVEREST RE GROUP COM G3223R108 652,815 -48,486 -6.91 125,616 -35.30 0.0529
2020-02-14 2019-12-31 13F EVEREST RE GROUP COM G3223R108 701,301 -41,327 -5.56 194,147 -1.75 0.0603
2019-11-14 2019-09-30 13F EVEREST RE GROUP COM G3223R108 742,628 12,498 1.71 197,606 9.49 0.0517
2019-08-14 2019-06-30 13F/A-1 EVEREST RE GROUP COM G3223R108 730,130 401,412 122.11 180,473 154.22 0.0464
2019-08-14 2019-06-30 13F EVEREST RE GROUP COM G3223R108 730,130 -319,976 180,473
2019-05-15 2019-03-31 13F EVEREST RE GROUP COM G3223R108 328,718 14,513 4.62 70,990 3.76 0.0239
2019-02-14 2018-12-31 13F EVEREST RE GROUP COM G3223R108 314,205 -25,666 -7.55 68,420 -11.89 0.0262
2018-11-14 2018-09-30 13F EVEREST RE GROUP COM G3223R108 339,871 30,848 9.98 77,650 9.02 0.0244
2018-08-14 2018-06-30 13F EVEREST RE GROUP COM G3223R108 309,023 208,513 207.45 71,224 175.93 0.0236
2018-05-15 2018-03-31 13F EVEREST RE GROUP COM G3223R108 100,510 -36,767 -26.78 25,812 -15.02 0.0096
2018-02-14 2017-12-31 13F EVEREST RE GROUP COM G3223R108 137,277 -417,981 -75.28 30,374 -76.05 0.0110
2017-11-14 2017-09-30 13F EVEREST RE GROUP COM G3223R108 555,258 371,404 202.01 126,817 170.93 0.0468
2017-08-14 2017-06-30 13F EVEREST RE GROUP COM G3223R108 183,854 30,008 19.51 46,808 30.13 0.0146
2017-05-15 2017-03-31 13F EVEREST RE GROUP COM G3223R108 153,846 42,057 37.62 35,971 48.69 0.0118
2017-02-14 2016-12-31 13F EVEREST RE GROUP COM G3223R108 111,789 17,845 19.00 24,192 35.57 0.0081
2016-11-14 2016-09-30 13F EVEREST RE GROUP COM G3223R108 93,944 1,606 1.74 17,845 5.79 0.0061
2016-08-15 2016-06-30 13F EVEREST RE GROUP COM G3223R108 92,338 -43,472 -32.01 16,868 -37.09 0.0062
2016-05-16 2016-03-31 13F EVEREST RE GROUP COM G3223R108 135,810 -58,362 -30.06 26,814 -24.58 0.0109
2016-02-16 2015-12-31 13F EVEREST RE GROUP COM G3223R108 194,172 1,667 0.87 35,551 6.54 0.0142
2015-11-16 2015-09-30 13F EVEREST RE GROUP COM G3223R108 192,505 -46,038 -19.30 33,370 -23.14 0.0142
2015-08-14 2015-06-30 13F EVEREST RE GROUP COMMON G3223R108 238,543 11,519 5.07 43,416 9.91 0.0170
2015-05-15 2015-03-31 13F EVEREST RE GROUP COMMON G3223R108 227,024 -76,103 -25.11 39,503 -23.48 0.0153
2015-02-13 2014-12-31 13F EVEREST RE GROUP COMMON G3223R108 303,127 -2,456 -0.80 51,622 4.27 0.0199
2014-11-14 2014-09-30 13F EVEREST RE GROUP COMMON G3223R108 305,583 -48,315 -13.65 49,507 -12.84 0.0198
2014-08-14 2014-06-30 13F EVEREST RE GROUP COMMON G3223R108 353,898 -11,930 -3.26 56,799 1.45 0.0223
2014-05-15 2014-03-31 13F EVEREST RE GROUP COMMON G3223R108 365,828 36,766 11.17 55,989 9.16 0.0227
2014-02-13 2013-12-31 13F EVEREST RE GROUP COMMON G3223R108 329,062 28,208 9.38 51,289 17.24 0.0204
2013-11-13 2013-09-30 13F EVEREST RE GROUP COMMON G3223R108 300,854 31,127 11.54 43,748 26.45 0.0190
2013-08-14 2013-06-30 13F EVEREST RE GROUP COMMON G3223R108 269,727 269,727 34,597 0.0161
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.