Everest Group, Ltd.
US ˙ NYSE ˙ BMG3223R1088

SecurityEG / Everest Group, Ltd.
InstitutionTd Asset Management Inc
Latest Disclosed Ownership45,585 shares
Latest Disclosed Value $ 14,899,457
Td Asset Management Inc reports 0.44% increase in ownership of EG / Everest Group, Ltd.

On May 11, 2026 - Td Asset Management Inc filed a 13F-HR form disclosing ownership of 45,585 shares of Everest Group, Ltd. (US:EG) valued at $14,899,457 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 45,387 shares of Everest Group, Ltd.. This represents a change in shares of 0.44% during the quarter. The current value of the position is $15,244,080 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)
2026-05-11 2026-03-31 13F EVEREST GROUP COM G3223R108 45,585 198 0.44 14,899 -3.27 0.0065
2026-02-10 2025-12-31 13F EVEREST GROUP COM G3223R108 45,387 -484 -1.06 15,402 -4.13 0.0124
2025-11-10 2025-09-30 13F EVEREST GROUP COM G3223R108 45,871 -3,763 -7.58 16,065 -4.76 0.0130
2025-07-28 2025-06-30 13F EVEREST GROUP COM G3223R108 49,634 4,093 8.99 16,868 1.95 0.0144
2025-05-07 2025-03-31 13F EVEREST GROUP COM G3223R108 45,541 -25,926 -36.28 16,546 -36.12 0.0152
2025-02-11 2024-12-31 13F EVEREST GROUP COM G3223R108 71,467 -14,502 -16.87 25,904 -23.75 0.0229
2024-11-01 2024-09-30 13F EVEREST GROUP COM G3223R108 85,969 -9,407 -9.86 33,970 -6.52 0.0300
2024-08-02 2024-06-30 13F EVEREST GROUP COM G3223R108 95,376 8,139 9.33 36,340 4.80 0.0339
2024-05-08 2024-03-31 13F EVEREST GROUP COM G3223R108 87,237 -2,577 -2.87 34,677 9.20 0.0323
2024-02-12 2023-12-31 13F EVEREST GROUP COM G3223R108 89,814 48,698 118.44 31,756 107.81 0.0312
2023-10-27 2023-09-30 13F EVEREST GROUP COM G3223R108 41,116 9,573 30.35 15,282 41.71 0.0185
2023-08-09 2023-06-30 13F EVEREST RE GROUP COM G3223R108 31,543 2,361 8.09 10,783 3.22 0.0123
2023-05-10 2023-03-31 13F EVEREST RE GROUP COM G3223R108 29,182 -343 -1.16 10,448 6.82 0.0126
2023-02-07 2022-12-31 13F EVEREST RE GROUP COM G3223R108 29,525 391 1.34 9,781 25.50 0.0121
2022-11-07 2022-09-30 13F EVEREST RE GROUP COM G3223R108 29,134 1,520 5.50 7,793 0.68 0.0098
2022-08-04 2022-06-30 13F EVEREST RE GROUP COM G3223R108 27,614 7,070 34.41 7,740 25.00 0.0090
2022-05-10 2022-03-31 13F EVEREST RE GROUP COM G3223R108 20,544 9,732 90.01 6,192 109.05 0.0037
2022-02-10 2021-12-31 13F EVEREST RE GROUP COM G3223R108 10,812 -1,670 -13.38 2,962 -5.37 0.0025
2021-11-09 2021-09-30 13F EVEREST RE GROUP COM G3223R108 12,482 -2,951 -19.12 3,130 -19.78 0.0032
2021-08-11 2021-06-30 13F EVEREST RE GROUP COM G3223R108 15,433 -1,793 -10.41 3,902 -8.60 0.0040
2021-05-14 2021-03-31 13F EVEREST RE GROUP COM G3223R108 17,226 -5,801 -25.19 4,269 -20.80 0.0048
2021-02-16 2020-12-31 13F EVEREST RE GROUP COM G3223R108 23,027 -3,689 -13.81 5,390 2.14 0.0065
2020-11-10 2020-09-30 13F EVEREST RE GROUP COM G3223R108 26,716 -8,169 -23.42 5,277 -26.64 0.0073
2020-08-13 2020-06-30 13F EVEREST RE GROUP COM G3223R108 34,885 -139,848 -80.04 7,193 -78.61 0.0102
2020-05-15 2020-03-31 13F EVEREST RE GROUP COM G3223R108 174,733 -72,990 -29.46 33,622 -50.97 0.0569
2020-02-11 2019-12-31 13F EVEREST RE GROUP COM G3223R108 247,723 -36,731 -12.91 68,580 -9.39 0.0996
2019-11-07 2019-09-30 13F EVEREST RE GROUP COM G3223R108 284,454 6,150 2.21 75,690 10.03 0.1157
2019-08-01 2019-06-30 13F EVEREST RE GROUP COM G3223R108 278,304 -30,780 -9.96 68,791 3.06 0.1030
2019-05-08 2019-03-31 13F EVEREST RE GROUP COM G3223R108 309,084 15,611 5.32 66,750 4.45 0.1019
2019-02-01 2018-12-31 13F EVEREST RE GROUP COM G3223R108 293,473 23,335 8.64 63,907 3.55 0.1112
2018-11-01 2018-09-30 13F EVEREST RE GROUP COM G3223R108 270,138 1 0.00 61,718 -0.87 0.0913
2018-07-31 2018-06-30 13F EVEREST RE GROUP COM G3223R108 270,137 -6,104 -2.21 62,261 -12.24 0.0949
2018-05-11 2018-03-31 13F EVEREST RE GROUP COM G3223R108 276,241 -4,024 -1.44 70,944 14.41 0.1086
2018-02-02 2017-12-31 13F EVEREST RE GROUP COM G3223R108 280,265 -24,700 -8.10 62,011 -10.97 0.0903
2017-11-09 2017-09-30 13F EVEREST RE GROUP COM G3223R108 304,965 23,169 8.22 69,651 -2.91 0.1044
2017-08-01 2017-06-30 13F EVEREST RE GROUP COM G3223R108 281,796 -24,791 -8.09 71,742 0.08 0.1131
2017-05-05 2017-03-31 13F EVEREST RE GROUP COM G3223R108 306,587 7,590 2.54 71,683 10.79 0.1143
2017-02-08 2016-12-31 13F EVEREST RE GROUP COM G3223R108 298,997 -12,398 -3.98 64,703 9.38 0.1091
2016-11-02 2016-09-30 13F EVEREST RE GROUP COM G3223R108 311,395 14,000 4.71 59,156 8.89 0.1024
2016-08-04 2016-06-30 13F EVEREST RE GROUP COM G3223R108 297,395 13,530 4.77 54,325 -3.07 0.0985
2016-05-05 2016-03-31 13F EVEREST RE GROUP COM G3223R108 283,865 41,800 17.27 56,043 26.45 0.1048
2016-02-04 2015-12-31 13F EVEREST RE GROUP COM G3223R108 242,065 37,100 18.10 44,320 24.74 0.0879
2015-11-12 2015-09-30 13F EVEREST RE GROUP COM G3223R108 204,965 200 0.10 35,529 -4.67 0.0699
2015-08-11 2015-06-30 13F EVEREST RE GROUP COM G3223R108 204,765 28,400 16.10 37,269 21.44 0.0666
2015-04-28 2015-03-31 13F EVEREST RE GROUP COM G3223R108 176,365 176,365 0.00 30,688 0.0554
2015-01-30 2014-12-31 13F EVEREST RE GROUP COM G3223R108 0 -171,856 -100.00 0 -100.00
2014-11-06 2014-09-30 13F EVEREST RE GROUP COM G3223R108 171,856 -200 -0.12 27,842 0.83 0.0480
2014-08-12 2014-06-30 13F EVEREST RE GROUP COM G3223R108 172,056 70,200 68.92 27,613 77.13 0.0470
2014-05-09 2014-03-31 13F EVEREST RE GROUP COM G3223R108 101,856 18,800 22.64 15,589 20.42 0.0284
2014-02-07 2013-12-31 13F EVEREST RE GROUP COM G3223R108 83,056 2,200 2.72 12,946 10.11 0.0242
2013-11-08 2013-09-30 13F EVEREST RE GROUP COM G3223R108 80,856 900 1.13 11,757 14.65 0.0234
2013-07-24 2013-06-30 13F EVEREST RE GROUP COM G3223R108 79,956 79,956 10,255 0.0220
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.