에베레스트 그룹, Ltd.
US ˙ NYSE ˙ BMG3223R1088

SecurityEG / Everest Group, Ltd.
InstitutionCaptrust Financial Advisors
Latest Disclosed Ownership10,979 shares
Latest Disclosed Value $ 3,588,487
Captrust Financial Advisors reports 13.44% decrease in ownership of EG / Everest Group, Ltd.

On May 14, 2026 - Captrust Financial Advisors filed a 13F-HR form disclosing ownership of 10,979 shares of Everest Group, Ltd. (US:EG) valued at $3,588,486 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 12,684 shares of Everest Group, Ltd.. This represents a change in shares of -13.44% during the quarter. The current value of the position is $3,671,487 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)
2026-05-14 2026-03-31 13F EVEREST GROUP LTD COM Stock G3223R108 10,979 -1,705 -13.44 3,588 -16.64 0.0062
2026-02-17 2025-12-31 13F EVEREST GROUP LTD COM Stock G3223R108 12,684 741 6.20 4,304 2.92 0.0082
2025-11-19 2025-09-30 13F EVEREST GROUP LTD COM Stock G3223R108 11,943 6,165 106.70 4,183 113.04 0.0085
2025-08-15 2025-06-30 13F EVEREST GROUP LTD COM Stock G3223R108 5,778 3,185 122.83 1,964 108.39 0.0044
2025-05-15 2025-03-31 13F EVEREST GROUP LTD COM Stock G3223R108 2,593 5 0.19 942 0.43 0.0024
2025-02-14 2024-12-31 13F EVEREST GROUP LTD COM Stock G3223R108 2,588 262 11.26 938 2.96 0.0027
2024-11-14 2024-09-30 13F EVEREST GROUP LTD COM Stock G3223R108 2,326 -361 -13.44 911 -10.95 0.0027
2024-08-15 2024-06-30 13F EVEREST GROUP LTD COM Stock G3223R108 2,687 -5,237 -66.09 1,024 -67.51 0.0033
2024-05-15 2024-03-31 13F EVEREST GROUP LTD COM Stock G3223R108 7,924 -1,349 -14.55 3,150 -3.94 0.0116
2024-02-14 2023-12-31 13F EVEREST GROUP LTD COM Stock G3223R108 9,273 150 1.64 3,279 -3.30 0.0113
2023-11-15 2023-09-30 13F EVEREST GROUP LTD COM Stock G3223R108 9,123 -4 -0.04 3,391 8.65 0.0130
2023-08-15 2023-06-30 13F EVEREST GROUP LTD COM Stock G3223R108 9,127 693 8.22 3,120 3.35 0.0123
2023-05-15 2023-03-31 13F EVEREST RE GROUP LTD COM Stock G3223R108 8,434 12 0.14 3,020 8.25 0.0133
2023-02-15 2022-12-31 13F EVEREST RE GROUP LTD COM Stock G3223R108 8,422 230 2.81 2,790 29.72 0.0140
2022-11-16 2022-09-30 13F EVEREST RE GROUP LTD COM Stock G3223R108 8,192 251 3.16 2,150 -3.41 0.0125
2022-08-23 2022-06-30 13F/A-1 EVEREST RE GROUP LTD COM Common Stock G3223R108 7,941 488 6.55 2,226 -0.89 0.0144
2022-08-16 2022-06-30 13F EVEREST RE GROUP LTD COM COM G3223R108 8,132 679 2,279 0.0165
2022-05-16 2022-03-31 13F EVEREST RE GROUP COM G3223R108 7,453 -203 -2.65 2,246 7.11 0.0145
2022-02-14 2021-12-31 13F EVEREST RE GROUP LTD COM Common Stock G3223R108 7,656 3,849 101.10 2,097 119.58 0.0144
2021-11-16 2021-09-30 13F EVEREST RE GROUP LTD COM Common Stock G3223R108 3,807 -419 -9.91 955 -10.33 0.0079
2021-08-16 2021-06-30 13F EVEREST RE GROUP LTD COM Common Stock G3223R108 4,226 386 10.05 1,065 11.87 0.0099
2021-05-17 2021-03-31 13F EVEREST RE GROUP LTD COM Common Stock G3223R108 3,840 -4,658 -54.81 952 -52.14 0.0103
2021-02-16 2020-12-31 13F EVEREST RE GROUP LTD COM Common Stock G3223R108 8,498 1,251 17.26 1,989 39.38 0.0263
2020-11-17 2020-09-30 13F EVEREST RE GROUP LTD COM Common Stock G3223R108 7,247 -323 -4.27 1,427 -7.52 0.0237
2020-08-14 2020-06-30 13F EVEREST RE GROUP LTD COM Common Stock G3223R108 7,570 5,032 198.27 1,543 235.43 0.0254
2020-05-15 2020-03-31 13F EVEREST RE GROUP LTD COM Common Stock G3223R108 2,538 2,538 460 0.0101
2020-02-14 2019-12-31 13F EVEREST RE GROUP LTD COM Common Stock G3223R108 0 -3,801 -100.00 0 -100.00
2019-11-14 2019-09-30 13F EVEREST RE GROUP LTD COM Common Stock G3223R108 3,801 0 0.00 1,011 7.55 0.0355
2019-08-13 2019-06-30 13F EVEREST RE GROUP LTD COM Common Stock G3223R108 3,801 3,801 940 0.0348
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.