EG Everest Group, Ltd. Common Stock

NYSE · Insurance · View on SEC EDGAR ↗
$369.33
Price · Aug 21, 2026
Fundamentals as of Aug 3, 2026

About Everest Group, Ltd. Common Stock Company overview from Wikipedia

Everest Group, Ltd. is a Delaware-based provider of reinsurance and insurance, operating for close to 50 years through subsidiaries in the U.S., Europe, Singapore, Canada, Bermuda and other territories. Everest offers property, casualty, and specialty insurance and reinsurance through its various operating affiliates located in key markets around the world.

Read more

Everest Group, Ltd. is a Delaware-based provider of reinsurance and insurance, operating for close to 50 years through subsidiaries in the U.S., Europe, Singapore, Canada, Bermuda and other territories. Everest offers property, casualty, and specialty insurance and reinsurance through its various operating affiliates located in key markets around the world.

## History

In 1973, Everest Re Group was founded as Prudential Reinsurance, a subsidiary of Prudential Financial.

In the 1990s, Prudential Financial considered selling or spinning off Prudential Reinsurance. On October 6, 1995, Prudential Reinsurance completed an IPO. The chairman and CEO at that time was Joseph V. Taranto. Prudential Reinsurance was renamed Everest Re in 1996, after Mount Everest. In 2017, Everest Re became a S&P 500 component.

Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗

Wikidata ↗

EG Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

Price
$369.33
Market Cap
$14.70B
P/E (TTM)
5.2
EPS (TTM)
$37.80
Revenue (TTM)
$17.50B
Div Yield
2.3%
ROE
10.8%
Debt/Equity
52W Range
$302 – $401

EG Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

10-Year Performance Revenue, net income, margins and EPS trends

Revenue & Net Income $17.50B
8-point trend, +137.7%
2018-12-31 2025-12-31
EPS $37.80
8-point trend, +1641.9%
2018-12-31 2025-12-31
Free Cash Flow
Margins 9.1%

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

Metric
5Y trend
EG
Peer Median
P/E (TTM)
5-point trend, +13.5%
5.2
5.5
P/S (TTM)
5-point trend, -10.4%
0.8
1.0
P/B
5-point trend, -13.4%
1.0
1.0

Profitability Gross, operating and net margins; ROE, ROA, ROIC

Metric
5Y trend
EG
Peer Median
Net Profit Margin
5-point trend, -21.8%
9.1%
19.8%
ROA
5-point trend, -31.1%
2.7%
3.6%
ROE
5-point trend, -20.9%
10.8%
17.7%

Financial Health Debt, liquidity, solvency — balance sheet strength

Metric
5Y trend
EG
Peer Median

Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR

Metric
5Y trend
EG
Peer Median
Revenue YoY
5-point trend, +47.4%
1.2%
Revenue CAGR 3Y
5-point trend, +47.4%
13.2%
Revenue CAGR 5Y
5-point trend, +47.4%
12.8%
EPS YoY
5-point trend, +9.2%
18.9%
Net Income YoY
5-point trend, +15.4%
15.9%

Per Share Metrics EPS, book value per share, cash flow per share, dividend per share

Metric
5Y trend
EG
Peer Median
EPS (Diluted)
5-point trend, +9.2%
$37.80

Capital Efficiency Asset turnover, inventory turnover, receivables turnover

Metric
5Y trend
EG
Peer Median
Payout Ratio
5-point trend, +17.7%
21.1%

Dividends Yield, payout ratio, dividend history, 5Y CAGR

Dividend Yield
2.3%
Payout Ratio
21.1%
5Y Div CAGR
Ex-dateAmount
June 12, 2026$2.0000
March 13, 2026$2.0000
May 28, 2025$2.0000
March 17, 2025$2.0000
Nov. 27, 2024$2.0000
Sept. 16, 2024$2.0000
May 29, 2024$2.0000
March 18, 2024$1.7500
Nov. 28, 2023$1.7500
Sept. 18, 2023$1.7500
May 30, 2023$1.6500
March 15, 2023$1.6500
Nov. 22, 2022$1.6500
Aug. 23, 2022$1.6500
May 24, 2022$1.6500
March 15, 2022$1.5500
Nov. 30, 2021$1.5500
Aug. 24, 2021$1.5500
May 25, 2021$1.5500
March 16, 2021$1.5500

EG Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside

BUY 27 analysts
  • Strong Buy 5 18.5%
  • Buy 8 29.6%
  • Hold 14 51.9%
  • Sell 0 0.0%
  • Strong Sell 0 0.0%

12-Month Price Target

15 analysts · 2026-08-19
Median target $400.00 +8.3%
Mean target $406.47 +10.1%

Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date

Avg Surprise
-0.89%
Period EPS Actual EPS Est Surprise
June 30, 2026 $14.85 $14.83 0.02%
March 31, 2026 $16.08 $14.39 1.7%
Dec. 31, 2025 $13.26 $13.56 -0.30%
Sept. 30, 2025 $7.54 $14.82 -7.3%
June 30, 2025 $17.36 $15.43 1.9%
March 31, 2025 $6.45 $7.85 -1.4%

Peer comparison (GICS sub-industry) Key metrics vs sector peers

Ticker Market Cap P/E Rev YoY Net Margin ROE Gross Margin
EG $25.25B 9.0 1.2% 9.1% 10.8%
RNR $12.36B 5.0 9.9% 20.9% 24.2%
SPNT $2.56B 6.0 23.1% 14.3% 20.9%
KG $79M 1.3 785.1% 137.2% 70.3%

Full Fundamentals All metrics by year — income statement, balance sheet, cash flow

Income Statement 10
Annual Income Statement data for EG
Metric Trend 202520242023202220212020201920182017201620152014
Revenue 12-point trend, +208.1% $17.50B $17.28B $14.59B $12.06B $11.87B $9.60B $8.23B $7.36B $6.62B $5.79B $5.68B $5.68B
SG&A Expense 2-point trend, -0.7% · · · · · · · · · · $23M $23M
Interest Expense 6-point trend, -17.8% · · · · · · $32M $31M $32M $36M $36M $39M
Pretax Income 12-point trend, +36.1% $1.89B $1.49B $2.15B $588M $1.55B $585M $1.10B $-242M $419M $1.10B $1.11B $1.39B
Income Tax 12-point trend, +57.7% $296M $120M $-363M $-9M $167M $71M $90M $-331M $-63M $104M $134M $188M
Net Income 12-point trend, +32.7% $1.59B $1.37B $2.52B $597M $1.38B $514M $1.01B $89M $483M $996M $978M $1.20B
EPS (Basic) 12-point trend, +44.5% $37.80 $31.78 $60.19 $15.19 $34.66 $12.81 $24.77 $2.18 $11.77 $23.85 $22.29 $26.16
EPS (Diluted) 12-point trend, +45.9% $37.80 $31.78 $60.19 $15.19 $34.62 $12.78 $24.70 $2.17 $11.70 $23.68 $22.10 $25.91
Shares (Basic) 12-point trend, +91576.4% 41,600,000 42,700,000 41,300,000 38,800,000 39,300,000 40,000,000 40,291 40,388 40,595 41,329 43,415 45,377
Shares (Diluted) 12-point trend, +90725.7% 41,600,000 42,700,000 41,300,000 38,800,000 39,300,000 40,000,000 40,420 40,586 40,843 41,628 43,795 45,802
Balance Sheet 12
Annual Balance Sheet data for EG
Metric Trend 202520242023202220212020201920182017201620152014
Cash & Equivalents 12-point trend, +201.3% $1.32B $1.55B $308M $283M $375M $350M $281M $240M $635M $482M $284M $437M
Short-term Investments 11-point trend, +2210.2% · $331M $2M $4M $3M $1M $2M $3M $1M $4M $4M $14M
Total Assets 12-point trend, +200.3% $62.51B $56.34B $49.40B $39.97B $38.19B $32.71B $27.32B $24.75B $23.56B $21.32B $20.55B $20.82B
Total Liabilities 12-point trend, +263.5% $47.05B $42.47B $36.20B $31.52B $28.05B $22.99B $18.19B $16.89B $15.22B $13.25B $12.94B $12.95B
Common Stock 12-point trend, +46.4% $1M $1M $1M $1M $1M $696.0K $694.0K $692.0K $691.0K $689.0K $686.0K $683.0K
Paid-in Capital 12-point trend, +86.2% $3.85B $3.81B $3.77B $2.30B $2.27B $2.25B $2.22B $2.19B $2.17B $2.14B $2.10B $2.07B
Retained Earnings 12-point trend, +111.9% $16.57B $15.31B $14.27B $12.04B $11.70B $10.57B $10.31B $9.53B $9.66B $9.42B $8.62B $7.82B
Treasury Stock 12-point trend, +97.4% $4.91B $4.11B $3.91B $3.91B $3.85B $3.62B $3.42B $3.40B $3.32B $3.27B $2.89B $2.49B
AOCI 12-point trend, -207.6% $-52M $-1.14B $-934M $-2.00B $12M $535M $28M $-463M $-161M $-217M $-232M $48M
Stockholders' Equity 12-point trend, +107.5% $15.46B $13.88B $13.20B $8.44B $10.14B $9.73B $9.13B $7.86B $8.34B $8.08B $7.61B $7.45B
Liabilities + Equity 12-point trend, +200.3% $62.51B $56.34B $49.40B $39.97B $38.19B $32.71B $27.32B $24.75B $23.56B $21.32B $20.55B $20.82B
Shares Outstanding 12-point trend, +66.5% 74,400,000 43,000,000 43,400,000 39,200,000 39,300,000 40,000,000 69,464,000 69,202,000 69,044,000 40,898,864 42,694,252 44,685,637
Cash Flow 11
Annual Cash Flow data for EG
Metric Trend 202520242023202220212020201920182017201620152014
Stock-based Comp 12-point trend, +187.8% $61M $63M $49M $45M $43M $39M $34M $32M $30M $26M $21M $21M
Deferred Tax 12-point trend, -292.8% $-42M $-51M $-654M $-90M $41M $176M $80M $-299M $51M $68M $29M $22M
Operating Cash Flow 12-point trend, +190.9% $3.07B $4.96B $4.55B $3.69B $3.83B $2.87B $1.85B $610M $1.16B $1.38B $1.11B $1.05B
Investing Cash Flow 11-point trend, -207.7% $-2.10B $-4.48B $-5.90B $-3.42B $-3.87B $-3.68B $-1.41B $-280M $-733M $-658M $-681M ·
Stock Issued 8-point trend, -100.0% $0 $0 $1.45B $0 $0 · · · · $11M $14M $18M
Stock Repurchased 12-point trend, +59.4% $797M $200M $0 $61M $225M $200M $25M $75M $50M $386M $400M $500M
Net Stock Activity 12-point trend, -65.3% $-797M $-200M $1.45B $-61M $-225M $-200M $-25M $-75M $-50M $-376M $-386M $-482M
Dividends Paid 12-point trend, +129.6% $335M $334M $288M $255M $247M $249M $234M $216M $207M $195M $175M $146M
Financing Cash Flow 11-point trend, -105.0% $-1.18B $-383M $1.41B $-359M $674M $800M $-276M $-317M $-275M $-582M $-573M ·
Net Change in Cash 12-point trend, -32.8% $-231M $112M $38M $-42M $639M $-6M $152M $21M $153M $198M $-154M $-174M
Taxes Paid 12-point trend, -2.3% $150M $397M $196M $171M $98M $-170M $-149M $-65M $165M $43M $165M $153M
Profitability 4
Annual Profitability data for EG
Metric Trend 202520242023202220212020201920182017201620152014
Net Margin 12-point trend, -56.1% 9.1% 8.0% 17.3% 5.0% 11.6% 5.4% 12.3% 1.4% 7.1% 17.2% 16.8% 20.7%
Pretax Margin 12-point trend, -56.8% 10.8% 8.6% 14.8% 4.9% 13.0% 6.1% 13.4% -3.1% 6.1% 19.0% 20.7% 25.0%
ROA 12-point trend, -54.6% 2.7% 2.6% 5.6% 1.5% 3.9% 1.7% 3.8% 0.43% 2.1% 4.8% 4.6% 5.9%
ROE 12-point trend, -32.9% 10.8% 9.4% 20.6% 7.4% 13.7% 5.3% 11.1% 1.3% 5.7% 12.4% 13.0% 16.2%
Efficiency 1
Annual Efficiency data for EG
Metric Trend 202520242023202220212020201920182017201620152014
Asset Turnover 12-point trend, +3.3% 0.3 0.3 0.3 0.3 0.3 0.3 0.3 0.3 0.3 0.3 0.3 0.3
Per Share 6
Annual Per Share data for EG
Metric Trend 202520242023202220212020201920182017201620152014
Book Value / Share 12-point trend, +90.6% $207.81 $186.74 $177.92 $120.76 $145.28 $139.70 $131.48 $114.21 $121.22 $117.25 $110.90 $109.04
Revenue / Share 12-point trend, -99.7% $420.58 $404.71 $353.20 $309.23 $301909.81 $241559.22 $203640.99 $181767.26 $161792.01 $139193.48 $133300.35 $126426.55
Cash Flow / Share 12-point trend, -99.7% $73.75 $116.09 $110.24 $94.74 $97530.58 $72320.41 $45818.95 $15031.51 $28467.38 $32982.73 $29875.15 $28684.80
Cash / Share 12-point trend, +176.7% $17.72 $4.45 $4.15 $4.05 $5.37 $5.03 $4.05 $9.48 $9.20 $7.00 $4.13 $6.40
Dividend / Share 12-point trend, +150.0% $8 $8 $7 $6 $6 $6 $6 $5 $5 $5 $4 $3
EPS (TTM) 12-point trend, +45.9% $37.80 $31.78 $60.19 $15.19 $34.62 $12.78 $24.70 $2.17 $11.70 $23.68 $22.10 $25.91
Growth Rates 10
Annual Growth Rates data for EG
Metric Trend 202520242023202220212020201920182017201620152014
Revenue YoY 5-point trend, -94.8% 1.2% 18.5% 20.9% 1.6% 23.6% · · · · · · ·
Revenue CAGR 3Y 3-point trend, -11.8% 13.2% 13.4% 15.0% · · · · · · · · ·
Revenue CAGR 5Y 12.8% · · · · · · · · · · ·
EPS YoY 5-point trend, -88.9% 18.9% -47.2% 296.2% -56.1% 170.9% · · · · · · ·
EPS CAGR 3Y 3-point trend, -47.5% 35.5% -2.8% 67.6% · · · · · · · · ·
EPS CAGR 5Y 24.2% · · · · · · · · · · ·
Net Income YoY 5-point trend, -90.6% 15.9% -45.5% 321.6% -56.7% 168.3% · · · · · · ·
Net Income CAGR 3Y 3-point trend, -44.6% 38.6% -0.15% 69.8% · · · · · · · · ·
Net Income CAGR 5Y 25.4% · · · · · · · · · · ·
Dividend CAGR 5Y 6.1% · · · · · · · · · · ·
Valuation (TTM) 12
Annual Valuation (TTM) data for EG
Metric Trend 202520242023202220212020201920182017201620152014
Revenue TTM 12-point trend, +208.1% $17.50B $17.28B $14.59B $12.06B $11.87B $9.60B $8.23B $7.36B $6.62B $5.79B $5.68B $5.68B
Net Income TTM 12-point trend, +32.7% $1.59B $1.37B $2.52B $597M $1.38B $514M $1.01B $89M $483M $996M $978M $1.20B
Market Cap 12-point trend, +116.9% $25.25B $26.93B $26.24B $23.16B $19.12B $16.30B $19.23B $15.07B $15.28B $14.90B $12.56B $11.64B
P/E 12-point trend, +36.6% 9.0 11.4 5.9 21.8 7.9 18.3 11.2 100.4 18.9 9.1 8.3 6.6
P/S 12-point trend, -29.6% 1.4 1.6 1.8 1.9 1.6 1.7 2.3 2.0 2.3 2.6 2.2 2.0
P/B 12-point trend, +4.6% 1.6 1.9 2.0 2.7 1.9 1.7 2.1 1.9 1.8 1.8 1.7 1.6
P / Tangible Book 6-point trend, -2.5% 1.6 1.9 2.0 2.7 1.9 1.7 · · · · · ·
P / Cash Flow 12-point trend, -7.1% 8.2 5.4 5.8 6.3 5.0 5.7 10.4 24.7 13.1 10.9 9.6 8.9
Dividend Yield 12-point trend, +6.4% 1.3% 1.2% 1.1% 1.1% 1.3% 1.5% 1.2% 1.4% 1.4% 1.3% 1.4% 1.2%
Earnings Yield 12-point trend, -26.8% 11.1% 8.8% 17.0% 4.6% 12.6% 5.5% 8.9% 1.0% 5.3% 10.9% 12.1% 15.2%
Payout Ratio 12-point trend, +73.0% 21.1% 24.3% 11.4% 42.7% 17.9% 48.4% 23.2% 208.8% 44.2% 19.6% 17.9% 12.2%
Annual Payout 12-point trend, +129.6% $335M $334M $288M $255M $247M $249M $234M $216M $207M $195M $175M $146M

Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years

Income Statement
2025-12-312024-12-312023-12-312022-12-312021-12-31
Revenue $17.50B$17.28B$14.59B$12.06B$11.87B
Net Income $1.59B$1.37B$2.52B$597M$1.38B
Diluted EPS $37.80$31.78$60.19$15.19$34.62

Latest News Recent headlines mentioning this company

My Metrics Your personal watchlist — selected rows from Full Fundamentals

📊

Pick the metrics that matter to you — click the ➕ next to any row in Full Fundamentals above.

Your selection is saved and follows you across all tickers.

Institutional owners (13F) 733 filers · $9.3B total · As of June 30, 2026

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
81 (-6 vs prior Q) 55 (-21 vs prior Q) 238 (+6 vs prior Q) 262 (+12 vs prior Q) +1.4M

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
VANGUARD CAPITAL MANAGEMENT LLC $922,764,385 2,583,110 9.98% Shares
VANGUARD PORTFOLIO MANAGEMENT LLC $739,082,792 2,068,927 7.99% Shares
NORGES BANK $689,152,755 1,929,157 7.45% Shares
STATE STREET CORP $658,993,612 1,844,732 7.12% Shares
Vulcan Value Partners, LLC $370,414,055 1,036,906 4.00% Shares
GEODE CAPITAL MANAGEMENT, LLC $364,329,685 1,024,120 3.94% Shares
ALLIANCEBERNSTEIN L.P. $341,001,951 1,043,298 3.69% Shares
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ $323,727,657 35,112 3.50% Shares
FIRST TRUST ADVISORS LP $219,584,885 614,688 2.37% Shares
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC $171,426,461 479,877 1.85% Shares
DONALD SMITH & CO., INC. $153,206,302 428,873 1.66% Shares
DIMENSIONAL FUND ADVISORS LP $146,370,312 409,737 1.58% Shares
FULLER & THALER ASSET MANAGEMENT, INC. $122,187,799 342,042 1.32% Shares
Polar Capital Holdings Plc $117,707,285 329,500 1.27% Shares
ASSETMARK, INC $106,030,942 296,814 1.15% Shares
Talaria Asset Management Pty Ltd $100,667,414 281,800 1.09% Shares
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $99,823,994 279,439 1.08% Shares
VICTORY CAPITAL MANAGEMENT INC $99,789,343 279,342 1.08% Shares
EARNEST PARTNERS LLC $97,063,678 271,712 1.05% Shares
WELLINGTON MANAGEMENT GROUP LLP $96,192,751 269,274 1.04% Shares
CAUSEWAY CAPITAL MANAGEMENT LLC $90,272,674 252,702 0.98% Shares
VANGUARD GROUP INC $79,828,015 235,238 0.86% Shares
VANGUARD FIDUCIARY TRUST CO $79,295,415 221,973 0.86% Shares
JACOBS LEVY EQUITY MANAGEMENT, INC $67,689,727 189,485 0.73% Shares
Balyasny Asset Management L.P. $57,947,350 162,213 0.63% Shares
Woodline Partners LP $56,992,831 159,541 0.62% Shares
RENAISSANCE TECHNOLOGIES LLC $55,670,723 155,840 0.60% Shares
GOLDMAN SACHS GROUP INC $51,804,297 145,017 0.56% Shares
BARCLAYS PLC $51,451,480 144,029 0.56% Shares
BNP PARIBAS FINANCIAL MARKETS $48,608,286 136,070 0.53% Shares
Robeco Institutional Asset Management B.V. $47,934,198 134,183 0.52% Shares
Perpetual Ltd $47,451,218 132,831 0.51% Shares
Davis Selected Advisers $45,162,088 126,423 0.49% Shares
JANUS HENDERSON GROUP PLC $44,428,394 135,929 0.48% Shares
VOLORIDGE INVESTMENT MANAGEMENT, LLC $44,370,467 124,207 0.48% Shares
DEPRINCE RACE & ZOLLO INC $43,942,505 123,009 0.48% Shares
GENERAL AMERICAN INVESTORS CO INC $43,906,782 122,909 0.47% Shares
MACKENZIE FINANCIAL CORP $42,678,268 119,470 0.46% Shares
AMERICAN CENTURY COMPANIES INC $41,573,400 116,377 0.45% Shares
Swiss National Bank $40,324,122 112,880 0.44% Shares
SYSTEMATIC FINANCIAL MANAGEMENT LP $39,876,513 111,627 0.43% Shares
STOREBRAND ASSET MANAGEMENT AS $37,900,317 106,095 0.41% Shares
AMERIPRISE FINANCIAL INC $37,421,985 104,756 0.40% Shares
ALTRINSIC GLOBAL ADVISORS LLC $37,294,812 104,400 0.40% Shares
Nuveen Asset Management, LLC $36,742,570 101,370 0.40% Shares
BlackRock, Inc. $35,720,499 99,993 0.39% Shares
Mitsubishi UFJ Asset Management Co., Ltd. $34,679,531 97,079 0.37% Shares
Quantinno Capital Management LP $33,869,918 94,812 0.37% Shares
Sumitomo Mitsui Trust Group, Inc. $33,579,620 94,000 0.36% Shares
SEI INVESTMENTS CO $33,239,180 93,047 0.36% Shares
Vanguard Global Advisers, LLC $32,959,111 92,263 0.36% Shares
VANGUARD ASSET MANAGEMENT, Ltd $32,318,241 90,469 0.35% Shares
SEB Asset Management AB $31,272,931 87,543 0.34% Shares
Legal & General Group Plc $31,161,527 87,231 0.34% Shares
Jain Global LLC $29,346,445 82,150 0.32% Shares
BANK OF AMERICA CORP /DE/ $28,808,814 80,645 0.31% Shares
California Public Employees Retirement System $27,955,391 78,256 0.30% Shares
CAPITOLIS LIQUID GLOBAL MARKETS LLC $27,506,710 77,000 0.30% Shares
RHUMBLINE ADVISERS $27,457,317 76,862 0.30% Shares
LAZARD ASSET MANAGEMENT LLC $27,401,327 76,705 0.30% Shares
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main $26,236,757 73,445 0.28% Shares
Grantham, Mayo, Van Otterloo & Co. LLC $26,096,009 73,051 0.28% Shares
Bridgewater Associates, LP $25,785,576 72,182 0.28% Shares
KLP KAPITALFORVALTNING AS $25,585,170 71,621 0.28% Shares
PANAGORA ASSET MANAGEMENT INC $23,153,505 64,814 0.25% Shares
NEW YORK STATE COMMON RETIREMENT FUND $22,255,072 62,299 0.24% Shares
TCTC Holdings, LLC $21,719,584 60,800 0.23% Shares
Lighthouse Investment Partners, LLC $21,190,779 59,319 0.23% Shares
CAPITAL FUND MANAGEMENT S.A. $20,550,727 57,528 0.22% Shares
ASR Vermogensbeheer N.V. $20,491,532 57,365 0.22% Shares
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $20,420,934 62,478 0.22% Shares
Arnhold LLC $20,125,624 56,338 0.22% Shares
M&G PLC $19,817,070 55,510 0.21% Shares
Te Ahumairangi Investment Management Ltd $19,590,136 54,839 0.21% Shares
MORGAN STANLEY $19,142,627 53,586 0.21% Shares
FMR LLC $19,053,922 53,338 0.21% Shares
CWM, LLC $18,833,672 57,622 0.20% Shares
Universal- Beteiligungs- und Servicegesellschaft mbH $18,251,910 51,054 0.20% Shares
MIRABELLA FINANCIAL SERVICES LLP $18,020,110 50,444 0.19% Shares
Public Sector Pension Investment Board $17,966,168 50,293 0.19% Shares
MARTINGALE ASSET MANAGEMENT L P $17,908,298 50,131 0.19% Shares
MILLENNIUM MANAGEMENT LLC $17,683,957 49,503 0.19% Shares
HighTower Advisors, LLC $17,162,454 48,043 0.19% Shares
GRACE & WHITE INC /NY $17,146,273 47,998 0.19% Shares
HSBC HOLDINGS PLC $16,951,054 47,034 0.18% Shares
ADAMS DIVERSIFIED EQUITY FUND, INC. $16,718,364 46,800 0.18% Shares
Nuveen, LLC $16,502,597 46,196 0.18% Shares
BANK OF MONTREAL /CAN/ $16,464,016 46,088 0.18% Shares
CITADEL ADVISORS LLC $16,293,975 45,612 0.18% Shares
PRINCIPAL FINANCIAL GROUP INC $16,260,753 45,519 0.18% Shares
TD Asset Management Inc $15,752,414 44,096 0.17% Shares
Prana Capital Management, LP $14,881,130 41,657 0.16% Shares
ROYAL LONDON ASSET MANAGEMENT LTD $14,426,019 40,383 0.16% Shares
Korea Investment CORP $14,170,600 39,668 0.15% Shares
TEACHER RETIREMENT SYSTEM OF TEXAS $13,999,129 39,188 0.15% Shares
LMCG INVESTMENTS, LLC $13,151,422 36,815 0.14% Shares
EQUITABLE TRUST CO $13,064,616 36,572 0.14% Shares
AVIVA PLC $12,676,664 35,486 0.14% Shares
ADAGE CAPITAL PARTNERS GP, L.L.C. $12,603,432 35,281 0.14% Shares
BARROW HANLEY MEWHINNEY & STRAUSS LLC $12,364,802 34,613 0.13% Shares

Company insiders 27 insiders · 10 officers · 15 directors

Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
Dominic James Addesso President and CEO Feb. 26, 2018 F 87,992 0 0 $0
Craig Howie CFO Feb. 26, 2018 F 16,984 0 0 $0
Stephen L Limauro Executive VP & CFO Sept. 21, 2006 F 14,214 0 0 $0
Ralph E Jones III President and COO May 3, 2010 P 52,000 0 0 $0
John P Doucette Executive VP and CUO May 9, 2018 G 23,520 0 0 $0
Sanjoy Mukherjee ExecVP, Gen Counsel, Secretary Feb. 26, 2018 F 32,546 0 0 $0
Jonathan Zaffino SVP & President Everest Nat'l Feb. 25, 2018 F 8,104 0 0 $0
Mark S De Saram Executive Vice President April 6, 2016 J 13,943 0 0 $0
Keith T Shoemaker Comptroller & Prin Acct Off Feb. 22, 2012 A 3,000 0 0 $0
Thomas J Gallagher Vice Chairman Sept. 21, 2009 F 45,177 0 0 $0
Allan Levine Director July 1, 2026 A 5,387 0 0 $0
John M Howard Director July 1, 2026 A 2,343 0 0 $0
Meryl D Hartzband Director July 1, 2026 A 12,589 0 0 $0
Joseph V Taranto Director March 3, 2025 F 293,524 0 0 $0
William F Galtney JR Director Feb. 27, 2025 A 33,758 0 0 $0
John J Amore Director July 2, 2018 A 15,430 0 0 $0
Roger M. Singer Director Feb. 28, 2018 S 12,832 0 0 $0
Geraldine Losquadro Director Feb. 21, 2018 A 8,767 0 0 $0
John A Weber Director Feb. 21, 2018 A 5,499 0 0 $0
John R Dunne Director March 20, 2017 S 12,079 0 0 $0
John P Phelan Director May 14, 2014 F 3,139 0 0 $0
Martin Abrahams Director July 2, 2012 A 17,207 0 0 $0
Kenneth J Duffy Director Feb. 22, 2012 A 34,290 0 0 $0
EVEREST REINSURANCE HOLDINGS INC 10% owner March 8, 2011 P 9,719,971 0 0 $0
John A Graf Feb. 27, 2025 A 16,578 0 0 $0
Craig E Eisenacher Aug. 11, 2009 S 15,950 0 0 $0
Peter John Bennett Sept. 18, 2003 A 1,000 0 0 $0

Insiders from SEC Form 3/4/5 filings; net = open-market P/S only

Activists & 5%+ owners 4 positions

Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.

Filer Filed Stake Status Purpose Filing
EVEREST INTERNATIONAL REINSURANCE, LTD. Sept. 22, 2016 Initial filing Capital structure SEC
EVEREST PREFERRED INTERNATIONAL HOLDINGS LTD. ×2 filings Jan. 4, 2016 Initial filing SEC
EVEREST INTERNATIONAL REINSURANCE LTD. Jan. 4, 2016 Initial filing SEC
EVEREST REINSURANCE HOLDINGS, INC. ×8 filings Dec. 28, 2015 Initial filing SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

ETF ownership Held by 96 ETFs

Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.

Fund Weight Units As of Source
KBWP · Invesco Exchange-Traded Fund Trust … 3.73% 28,835 SH Aug. 21, 2026 Daily
DFNL · Davis Fundamental ETF Trust 2.30% 30,246 NS April 30, 2026 N-PORT
NUMV · Nushares ETF Trust 1.51% 18,264 NS April 30, 2026 N-PORT
RPV · Invesco Exchange-Traded Fund Trust 1.46% 68,762 SH Aug. 21, 2026 Daily
RSPF · Invesco Exchange-Traded Fund Trust 1.31% 11,026 SH Aug. 21, 2026 Daily
SPGP · Invesco Exchange-Traded Fund Trust 1.10% 68,357 SH Aug. 21, 2026 Daily
CVY · Invesco Exchange-Traded Fund Trust 1.00% 3,377 SH Aug. 21, 2026 Daily
AUSF · Global X Funds 0.47% 12,222 NS May 31, 2026 N-PORT
PKW · Invesco Exchange-Traded Fund Trust 0.41% 19,753 SH Aug. 21, 2026 Daily
ISCV · iShares Trust 0.35% 6,603 SH Aug. 21, 2026 Daily
AVMV · AMERICAN CENTURY ETF TRUST 0.32% 6,220 NS May 31, 2026 N-PORT
VBR · VANGUARD INDEX FUNDS 0.30% 576,154 SH Aug. 19, 2026 Daily
MSSM · MORGAN STANLEY PATHWAY FUNDS 0.29% 6,709 NS May 31, 2026 N-PORT
IYF · iShares Trust 0.22% 25,781 SH Aug. 21, 2026 Daily
RSP · Invesco Exchange-Traded Fund Trust 0.21% 554,870 SH Aug. 21, 2026 Daily
AVIE · AMERICAN CENTURY ETF TRUST 0.21% 65 NS May 31, 2026 N-PORT
SMMD · iShares Trust 0.20% 20,311 SH Aug. 21, 2026 Daily
SIZE · iShares Trust 0.19% 2,306 SH Aug. 21, 2026 Daily
VFVA · VANGUARD WELLINGTON FUND 0.19% 4,535 SH Aug. 19, 2026 Daily
EUSA · iShares, Inc. 0.18% 9,628 SH Aug. 21, 2026 Daily
VB · VANGUARD INDEX FUNDS 0.17% 907,607 SH Aug. 19, 2026 Daily
VFH · VANGUARD WORLD FUND 0.17% 65,100 SH Aug. 19, 2026 Daily
ISCB · iShares Trust 0.17% 1,328 SH Aug. 21, 2026 Daily
AVMC · AMERICAN CENTURY ETF TRUST 0.16% 2,030 NS May 31, 2026 N-PORT
VLUE · iShares Trust 0.15% 39,934 SH Aug. 21, 2026 Daily
FAS · Direxion Shares ETF Trust 0.14% 7,786 NS April 30, 2026 N-PORT
IWS · iShares Trust 0.14% 59,564 SH Aug. 21, 2026 Daily
GARP · iShares Trust 0.12% 9,198 SH Aug. 21, 2026 Daily
VALQ · AMERICAN CENTURY ETF TRUST 0.11% 1,220 NS May 31, 2026 N-PORT
IWR · iShares Trust 0.10% 161,256 SH Aug. 21, 2026 Daily
RWL · Invesco Exchange-Traded Fund Trust … 0.09% 25,088 SH Aug. 21, 2026 Daily
IXG · iShares Trust 0.09% 1,713 SH Aug. 21, 2026 Daily
DFSU · Dimensional ETF Trust 0.09% 5,155 NS April 30, 2026 N-PORT
IUS · Invesco Exchange-Traded Self-Indexe… 0.09% 2,305 SH Aug. 21, 2026 Daily
XOEF · iShares Trust 0.08% 49 SH Aug. 21, 2026 Daily
VFMF · VANGUARD WELLINGTON FUND 0.07% 1,413 SH Aug. 19, 2026 Daily
AVSU · AMERICAN CENTURY ETF TRUST 0.07% 973 NS May 31, 2026 N-PORT
EQAL · Invesco Exchange-Traded Fund Trust … 0.07% 1,515 SH Aug. 21, 2026 Daily
DIVB · iShares Trust 0.06% 3,311 SH Aug. 21, 2026 Daily
VYM · VANGUARD WHITEHALL FUNDS 0.06% 157,712 SH Aug. 19, 2026 Daily
USXF · iShares Trust 0.06% 2,339 SH Aug. 21, 2026 Daily
DGRO · iShares Trust 0.06% 66,464 SH Aug. 21, 2026 Daily
DFAT · Dimensional ETF Trust 0.06% 21,091 NS April 30, 2026 N-PORT
DFUV · Dimensional ETF Trust 0.05% 22,114 NS April 30, 2026 N-PORT
AVLC · AMERICAN CENTURY ETF TRUST 0.05% 2,111 NS May 31, 2026 N-PORT
VOOV · VANGUARD ADMIRAL FUNDS 0.05% 9,152 SH Aug. 19, 2026 Daily
IVE · iShares Trust 0.05% 65,441 SH Aug. 21, 2026 Daily
IUSV · iShares Trust 0.05% 34,341 SH Aug. 21, 2026 Daily
DFAC · Dimensional ETF Trust 0.04% 55,524 NS April 30, 2026 N-PORT
AVUS · AMERICAN CENTURY ETF TRUST 0.04% 17,547 NS May 31, 2026 N-PORT