$EG

$386.88 -$4.21 (1.08%) Close

$EG Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 38.3M shares outstanding

Who owns EG?

By type of holder

Institutions 100.0% Insiders 0.0% Everyone else 0.0%

Concentration Top 10 holders own 45.0%

BlackRock, Inc. 8.4% · Vanguard Capital Management LLC 6.7%

Institutional ownership

100.0%

+4.4 pts vs last qtr

Institutional holders

685

+16 vs last qtr

Net shares bought

+2.2M

by institutions in Q2 2026

New / sold out

84 / 68

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Norges Bank NEW +1.9M
First Trust Advisors LP +492.7K

Biggest sellers in Q2 2026

Wellington Management Group LLP −501.2K
Vulcan Value Partners, LLC −325.0K

Who is planning to sell?

Notices of proposed sale, last 12 months

$273K

1 notice from 1 person

Shares covered

775

0.00% of the company

Arranged in advance

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Jason Keen Evp & ceo of gw & s division $273K

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2016–FY2025

+99832.7%

+115.43% a year

Each share's claim on the business

−99.9%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$2.02B vs $423M

over 10 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years70% 3–5 years5% 1–3 years15% Under 1 year10%

Quarterly turnover

12.8%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting EG on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	3.2M	8.40%	−76.8K (−2.3%)	≤2021	0.0%
Shares held by quarter Peak holding3.8M (Q3'24) Change over 8 quarters−574.1K Share of the company8.400% BlackRock, Inc.'s full portfolio →
VC Vanguard Capital Management LLC	2.6M	6.74%	−50.6K (−1.9%)	≤2021	0.0%
Shares held by quarter Peak holding2.6M (Q1'26) Change over 8 quarters+2.6M Share of the company6.740% Vanguard Capital Management LLC's full portfolio →

BlackRock, Inc.

3.2M

% of company

8.40%

Change vs last qtr

−76.8K (−2.3%)

Held since

≤2021

Vanguard Capital Management LLC

2.6M

% of company

6.74%

Change vs last qtr

−50.6K (−1.9%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding Everest Group, Ltd., how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting EG on Form N-PORT; together they hold 22.0% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$449M	1.3M	3.27%	0.02%	June 30, 2026
V5 Vanguard 500 Index Fund Vanguard Index Funds	$366M	1.0M	2.67%	0.02%	June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$449M

% of company

3.27%

% of the fund

0.02%

As of

June 30, 2026

Vanguard 500 Index Fund

Vanguard Index Funds

Position value

$366M

% of company

2.67%

% of the fund

0.02%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Everest Group, Ltd. and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
TJ Taranto Joseph V Insider	358.4K	0.93%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.930% Taranto Joseph V's insider activity →
GW Galtney William F JR Insider	310.2K	0.81%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.810% Galtney William F JR's insider activity →

Taranto Joseph V

Insider

358.4K

% of company

0.93%

Change vs last qtr

—

Held since

—

Galtney William F JR

Insider

310.2K

% of company

0.81%

Change vs last qtr

—

Held since

—

20 more holders behind a free account

See every insider and 5%+ holder of Everest Group, Ltd..

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