Everest Group, Ltd.
US ˙ NYSE ˙ BMG3223R1088

SecurityEG / Everest Group, Ltd.
InstitutionJohnson Financial Group, Inc.
Latest Disclosed Ownership6 shares
Latest Disclosed Value $ 1,962
Johnson Financial Group, Inc. ownership in EG / Everest Group, Ltd.

On May 7, 2026 - Johnson Financial Group, Inc. filed a 13F-HR form disclosing ownership of 6 shares of Everest Group, Ltd. (US:EG) valued at $1,961 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 6 shares of Everest Group, Ltd.. This represents a change in shares of 0.00% during the quarter. The current value of the position is $1,916 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 6 0 0.00 2 -50.00 0.0001
2026-02-12 2025-12-31 13F EVEREST GROUP COM G3223R108 6 -3 -33.33 2 -33.33 0.0001
2025-11-13 2025-09-30 13F EVEREST GROUP COM G3223R108 9 9 3 0.0001
2020-02-14 2019-12-31 13F EVEREST RE GROUP COM G3223R108 0 -1,250 -100.00 0 -100.00
2019-11-12 2019-09-30 13F EVEREST RE GROUP COM G3223R108 1,250 -157 -11.16 333 -4.31 0.0305
2019-08-09 2019-06-30 13F EVEREST RE GROUP COM G3223R108 1,407 -4,914 -77.74 348 -74.51 0.0310
2019-05-13 2019-03-31 13F EVEREST RE GROUP COM G3223R108 6,321 347 5.81 1,365 4.92 0.1211
2019-02-11 2018-12-31 13F EVEREST RE GROUP COM G3223R108 5,974 -1,342 -18.34 1,301 -22.14 0.1339
2018-11-09 2018-09-30 13F EVEREST RE GROUP COM G3223R108 7,316 44 0.61 1,671 -0.30 0.1705
2018-08-07 2018-06-30 13F EVEREST RE GROUP COM G3223R108 7,272 754 11.57 1,676 0.12 0.1839
2018-05-07 2018-03-31 13F EVEREST RE GROUP COM G3223R108 6,518 1,154 21.51 1,674 41.03 0.2001
2018-02-12 2017-12-31 13F EVEREST RE GROUP COM G3223R108 5,364 -723 -11.88 1,187 -14.60 0.1454
2017-11-09 2017-09-30 13F EVEREST RE GROUP COM G3223R108 6,087 -556 -8.37 1,390 -17.80 0.1828
2017-08-10 2017-06-30 13F EVEREST RE GROUP COM G3223R108 6,643 795 13.59 1,691 23.70 0.2432
2017-05-12 2017-03-31 13F EVEREST RE GROUP COM G3223R108 5,848 -213 -3.51 1,367 4.19 0.1721
2017-02-07 2016-12-31 13F/A-1 EVEREST RE GROUP COM G3223R108 6,061 -202 -3.23 1,312 10.25 0.1809
2017-02-02 2016-12-31 13F EVEREST RE GROUP COM G3223R108 6,061 1,312
2016-11-14 2016-09-30 13F EVEREST RE GROUP COM G3223R108 6,263 -402 -6.03 1,190 -2.22 0.1589
2016-08-12 2016-06-30 13F EVEREST RE GROUP COM G3223R108 6,665 1,387 26.28 1,217 16.79 0.1685
2016-05-09 2016-03-31 13F EVEREST RE GROUP COM G3223R108 5,278 -344 -6.12 1,042 1.26 0.2083
2016-02-08 2015-12-31 13F EVEREST RE GROUP COM G3223R108 5,622 -9 -0.16 1,029 5.43 0.2138
2015-11-02 2015-09-30 13F EVEREST RE GROUP COM G3223R108 5,631 -933 -14.21 976 -18.33 0.2136
2015-08-11 2015-06-30 13F EVEREST RE GROUP COM G3223R108 6,564 630 10.62 1,195 15.68 0.2477
2015-05-12 2015-03-31 13F EVEREST RE GROUP COM G3223R108 5,934 5,139 646.42 1,033 665.19 0.2217
2015-02-10 2014-12-31 13F EVEREST RE GROUP COM G3223R108 795 70 9.66 135 14.41 0.0313
2014-11-14 2014-09-30 13F EVEREST RE GROUP COM G3223R108 725 -105 -12.65 118 -11.28 0.0308
2014-08-06 2014-06-30 13F EVEREST RE GROUP COM G3223R108 830 505 155.38 133 166.00 0.0351
2014-05-14 2014-03-31 13F EVEREST RE GROUP COM G3223R108 325 -45 -12.16 50 -13.79 0.0146
2014-02-11 2013-12-31 13F EVEREST RE GROUP COM G3223R108 370 -355 -48.97 58 -44.76 0.0168
2013-11-14 2013-09-30 13F EVEREST RE GROUP COM G3223R108 725 0 0.00 105 12.90 0.0319
2013-08-14 2013-06-30 13F EVEREST RE GROUP COM G3223R108 725 725 93 0.0259
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.