Everest Group, Ltd.
US ˙ NYSE ˙ BMG3223R1088

SecurityEG / Everest Group, Ltd.
InstitutionVestmark Advisory Solutions, Inc.
Latest Disclosed Ownership0 shares
Latest Disclosed Value $ 0
Vestmark Advisory Solutions, Inc. closes position in EG / Everest Group, Ltd.

On May 15, 2026 - Vestmark Advisory Solutions, Inc. filed a 13F-HR form disclosing ownership of 0 shares of Everest Group, Ltd. (US:EG) valued at $0 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 904 shares of Everest Group, Ltd.. The current value of the position is $0 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)
2026-05-15 2026-03-31 13F EVEREST GROUP COM G3223R108 0 -100.00 0
2026-02-06 2025-12-31 13F EVEREST GROUP COM G3223R108 904 -1,132 -55.60 307 -57.08 0.0041
2025-11-10 2025-09-30 13F EVEREST GROUP COM G3223R108 2,036 2,036 713 0.0136
2024-02-06 2023-12-31 13F EVEREST GROUP COM G3223R108 0 -557 -100.00 0 -100.00
2023-11-06 2023-09-30 13F EVEREST GROUP COM G3223R108 557 557 207 0.0150
2023-05-09 2023-03-31 13F EVEREST RE GROUP COM G3223R108 0 -1,611 -100.00 0 -100.00
2023-01-20 2022-12-31 13F EVEREST RE GROUP COM G3223R108 1,611 15 0.94 534 27.21 0.0260
2022-11-03 2022-09-30 13F EVEREST RE GROUP COM G3223R108 1,596 -48 -2.92 419 -9.11 0.0234
2022-08-04 2022-06-30 13F EVEREST RE GROUP COM G3223R108 1,644 59 3.72 461 -3.56 0.0263
2022-04-27 2022-03-31 13F EVEREST RE GROUP COM G3223R108 1,585 -564 -26.24 478 -18.85 0.0271
2022-01-31 2021-12-31 13F EVEREST RE GROUP COM G3223R108 2,149 49 2.33 589 11.76 0.0332
2021-11-15 2021-09-30 13F EVEREST RE GROUP COM G3223R108 2,100 -121 -5.45 527 -5.89 0.0357
2021-08-09 2021-06-30 13F EVEREST RE GROUP COM G3223R108 2,221 -92 -3.98 560 -2.27 0.0398
2021-05-10 2021-03-31 13F EVEREST RE GROUP COM G3223R108 2,313 1,264 120.50 573 132.93 0.0508
2021-02-04 2020-12-31 13F EVEREST RE GROUP COM G3223R108 1,049 -307 -22.64 246 -8.21 0.0276
2020-10-19 2020-09-30 13F EVEREST RE GROUP COM G3223R108 1,356 151 12.53 268 8.06 0.0360
2020-08-13 2020-06-30 13F EVEREST RE GROUP COM G3223R108 1,205 1,205 248 0.0384
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.