EGNYSEFire, Marine & Casualty InsuranceFiscal year ends December 31
EVEREST GROUP, LTD.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 3, 2026
$390.49+1.39 (+0.36%)
Close on Oct 19, 2026
- Market cap
- $15.15B
- P/E (TTM)
- 8.3
- Dividend yield
- 2.05%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
100.0%
39M of 38M shares
Institutional holders
688
84 new, 60 sold out
Net institutional buying
2M
In Q2 2026
Insider trades, 12 months
2 buys · 1 sales
Net bought $4.18M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 3,263,687 | 7.60% | 13G (passive) amendment | Mar 31, 2025 |
| Vanguard Capital Management | 3,052,364 | 7.55% | 13G (passive) | Mar 31, 2026 |
| Vanguard Portfolio Management | 2,180,240 | 5.39% | 13G (passive) | Mar 31, 2026 |
| Norges Bank | 2,097,938 | 5.19% | 13G (passive) | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of EG | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 3,220,769 | 8.40% | $1.15B | −76,816 | 0.02% |
| Vanguard Capital Management LLC | 2,583,110 | 6.74% | $922.76M | −50,612 | 0.02% |
| Vanguard Portfolio Management LLC | 2,068,927 | 5.40% | $739.08M | −99,163 | 0.03% |
| Norges Bank | 1,929,157 | 5.03% | $689.15M | New | 0.07% |
| State Street Corp | 1,844,732 | 4.81% | $658.99M | −5,582 | 0.02% |
| Aqr Capital Management LLC | 1,404,638 | 3.66% | $501.78M | +38,743 | 0.17% |
| Geode Capital Management, LLC | 1,155,825 | 3.01% | $411.38M | −27,996 | 0.02% |
| Alliancebernstein L.P. | 1,043,298 | 2.72% | $341.00M | +314,177 | 0.11% |
| Vulcan Value Partners, LLC | 1,036,906 | 2.70% | $370.41M | −324,959 | 11.28% |
| Barrow Hanley Mewhinney & Strauss LLC | 981,772 | 2.56% | $350.72M | −46,468 | 1.06% |
| Massachusetts Financial Services Co /Ma/ | 964,755 | 2.52% | $660.41M | +202,355 | 0.21% |
| Invesco Ltd. | 871,481 | 2.27% | $311.32M | +59,210 | 0.02% |
| Altrinsic Global Advisors LLC | 760,522 | 1.98% | $271.68M | −17,349 | 9.98% |
| First Trust Advisors LP | 614,688 | 1.60% | $219.58M | +492,739 | 0.13% |
| Boston Partners | 576,832 | 1.50% | $206.08M | +68,260 | 0.18% |
| Dimensional Fund Advisors LP | 487,758 | 1.27% | $174.25M | +72,835 | 0.03% |
| William Blair Investment Management, LLC | 479,877 | 1.25% | $171.43M | −26,289 | 0.52% |
| Wellington Management Group Llp | 470,633 | 1.23% | $168.12M | −501,236 | 0.03% |
| Morgan Stanley | 467,462 | 1.22% | $166.99M | +57,103 | 0.01% |
| Donald Smith & Co., Inc. | 428,873 | 1.12% | $153.21M | −31,302 | 2.70% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 688 | 39M | 100.0% | 84 / 259 | 258 / 60 | 6M | 3M |
| Q1 2026 | 670 | 37M | 95.6% | 77 / 242 | 256 / 82 | 8M | 6M |
| Q4 2025 | 685 | 40M | 100.0% | 97 / 209 | 288 / 79 | 5M | 4M |
| Q3 2025 | 677 | 39M | 100.0% | 92 / 237 | 251 / 82 | 3M | 5M |
| Q2 2025 | 673 | 40M | 100.0% | 84 / 267 | 230 / 82 | 3M | 4M |
| Q1 2025 | 677 | 41M | 100.0% | 83 / 229 | 260 / 88 | 5M | 4M |
| Q4 2024 | 693 | 41M | 100.0% | 96 / 260 | 246 / 65 | 5M | 5M |
| Q3 2024 | 674 | 41M | 100.0% | 100 / 233 | 235 / 48 | 8M | 3M |
| Q2 2024 | 631 | 41M | 100.0% | 65 / 258 | 211 / 66 | 2M | 4M |
| Q1 2024 | 640 | 42M | 100.0% | 70 / 219 | 266 / 92 | 6M | 5M |
| Q4 2023 | 668 | 41M | 100.0% | 123 / 255 | 200 / 38 | 5M | 5M |
| Q3 2023 | 588 | 40M | 100.0% | 71 / 224 | 206 / 61 | 4M | 3M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of EG | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 1,255,596 | 3.27% | $448.54M | 0.02% | Jun 30, 2026 |
| Vanguard 500 Index Fund | 1,023,766 | 2.67% | $365.72M | 0.02% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 907,347 | 2.37% | $324.13M | 0.17% | Jun 30, 2026 |
| Vanguard Small-Cap Value Index Fund | 574,887 | 1.50% | $205.37M | 0.30% | Jun 30, 2026 |
| Invesco S&P 500 Equal Weight ETF | 554,174 | 1.45% | $207.34M | 0.21% | Jul 31, 2026 |
| Vanguard Equity Income Fund | 282,375 | 0.74% | $100.87M | 0.15% | Jun 30, 2026 |
| Vanguard International Value Fund | 226,458 | 0.59% | $84.73M | 0.72% | Jul 31, 2026 |
| Vanguard Institutional Index Fund | 215,115 | 0.56% | $76.85M | 0.02% | Jun 30, 2026 |
| Vanguard Selected Value Fund | 186,430 | 0.49% | $69.75M | 1.00% | Jul 31, 2026 |
| Vanguard High Dividend Yield Index Fund | 159,307 | 0.42% | $59.60M | 0.06% | Jul 31, 2026 |
| Disciplined Value International Fund | 142,376 | 0.37% | $53.27M | 0.78% | Jul 31, 2026 |
| iShares Russell 1000 Value ETF | 88,495 | 0.23% | $31.61M | 0.04% | Jun 30, 2026 |
| Davis Financial Fund | 74,176 | 0.19% | $26.50M | 2.29% | Jun 30, 2026 |
| Invesco S&P 500 GARP ETF | 68,661 | 0.18% | $25.69M | 1.13% | Jul 31, 2026 |
| Invesco S&P 500 Pure Value ETF | 68,060 | 0.18% | $25.46M | 1.52% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| James Allan Williamson | President and CEO, Director | 29,636 | 0.08% | Mar 17, 2026 |
| Elias F. Habayeb | EVP & CFO | 13,970 | 0.04% | May 14, 2026 |
| Jason Keen | EVP & CEO of GW & S Division | 8,170 | 0.02% | May 11, 2026 |
| Mark Kociancic | EVP & CFO | 35,796 | 0.09% | Mar 17, 2026 |
| Jill Beggs | EVP and CEO of Reinsurance | 8,663 | 0.02% | Mar 17, 2026 |
| Robert J. Freiling | SVP&Chief Accounting Officer | 7,074 | 0.02% | Mar 3, 2026 |
| Anthony Vidovich | EVP and General Counsel | 7,161 | 0.02% | Mar 2, 2026 |
| Beveren Gail Van | EVP and Chief HR Officer | 12,865 | 0.03% | Mar 19, 2025 |
| Mike Karmilowicz | EVP, Chairman Insurance | 11,659 | 0.03% | Mar 5, 2025 |
| Allan Levine | Director | 5,387 | 0.01% | Jul 2, 2026 |
| John M. Howard | Director | 2,343 | 0.01% | Jul 2, 2026 |
| Meryl D. Hartzband | Director | 12,589 | 0.03% | Jul 2, 2026 |
| Alan Darryl Page | Director | 2,013 | 0.01% | Apr 3, 2026 |
| Hazel McNeilage | Director | 4,161 | 0.01% | Mar 2, 2026 |
| Geraldine Losquadro | Director | 13,239 | 0.03% | Mar 2, 2026 |
| John J. Amore | Director | 25,082 | 0.07% | Mar 2, 2026 |
| Laura J. Hay | Director | 1,914 | 0.00% | Mar 2, 2026 |
| Roger M. Singer | Director | 19,704 | 0.05% | Mar 2, 2026 |
| John A. Graf | Director | 17,538 | 0.05% | Mar 2, 2026 |
| William F. Galtney Jr | Director | 67,631 | 0.18% | Mar 2, 2026 |
| Joseph V. Taranto | Director | 312,854 | 0.82% | Mar 5, 2025 |
| Ricardo Anzaldua | – | 3,458 | 0.01% | Mar 3, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| John M. Howard Director | Jul 1, 2026 | Award | +86 | $360.78 | $31.03K | 2,343 |
| Allan Levine Director | Jul 1, 2026 | Award | +86 | $360.78 | $31.03K | 5,387 |
| Meryl D. Hartzband Director | Jul 1, 2026 | Award | +86 | $360.78 | $31.03K | 12,589 |
| Elias F. Habayeb EVP & CFO | May 12, 2026 | Award | +13,970 | $350.77 | $4.90M | 13,970 |
| Elias F. Habayeb EVP & CFO | May 12, 2026 | Award | +7,128 | $350.77 | $2.50M | 21,098 |
| Jason Keen EVP & CEO of GW & S Division | May 7, 2026 | Sale | −775 | $351.84 | $272.68K | 8,170 |
| Allan Levine Director | Apr 1, 2026 | Award | +96 | $325.28 | $31.23K | 5,301 |
| Alan Darryl Page Director | Apr 1, 2026 | Award | +96 | $325.28 | $31.23K | 2,013 |
| John M. Howard Director | Apr 1, 2026 | Award | +96 | $325.28 | $31.23K | 2,257 |
| Meryl D. Hartzband Director | Apr 1, 2026 | Award | +96 | $325.28 | $31.23K | 12,503 |
| James Allan Williamson President and CEO, Director | Mar 13, 2026 | Tax withholding | −634 | $322.87 | $204.70K | 29,636 |
| James Allan Williamson President and CEO, Director | Mar 13, 2026 | Award | +1,129 | $322.87 | $364.52K | 30,270 |
| Jill Beggs EVP and CEO of Reinsurance | Mar 13, 2026 | Award | +684 | $322.87 | $220.84K | 8,663 |
| Jill Beggs EVP and CEO of Reinsurance | Mar 13, 2026 | Tax withholding | −350 | $322.87 | $113.00K | 8,313 |
| Mark Kociancic EVP & CFO | Mar 13, 2026 | Award | +1,369 | $322.87 | $442.01K | 35,796 |
| Mark Kociancic EVP & CFO | Mar 13, 2026 | Tax withholding | −701 | $322.87 | $226.33K | 35,095 |
| James Allan Williamson President and CEO, Director | Mar 2, 2026 | Tax withholding | −2,060 | $338.00 | $696.28K | 29,141 |
| James Allan Williamson President and CEO, Director | Mar 2, 2026 | Tax withholding | −673 | $338.00 | $227.47K | 31,201 |
| Ricardo Anzaldua – | Mar 2, 2026 | Tax withholding | −256 | $338.00 | $86.53K | 3,458 |
| Ricardo Anzaldua – | Mar 2, 2026 | Tax withholding | −184 | $338.00 | $62.19K | 3,274 |
| Jill Beggs EVP and CEO of Reinsurance | Mar 2, 2026 | Tax withholding | −213 | $338.00 | $71.99K | 7,979 |
| Jill Beggs EVP and CEO of Reinsurance | Mar 2, 2026 | Tax withholding | −247 | $338.00 | $83.49K | 8,192 |
| Mark Kociancic EVP & CFO | Mar 2, 2026 | Tax withholding | −1,442 | $338.00 | $487.40K | 34,427 |
| Mark Kociancic EVP & CFO | Mar 2, 2026 | Tax withholding | −737 | $338.00 | $249.11K | 35,869 |
| Robert J. Freiling SVP&Chief Accounting Officer | Mar 2, 2026 | Tax withholding | −81 | $338.00 | $27.38K | 7,074 |
| Robert J. Freiling SVP&Chief Accounting Officer | Mar 2, 2026 | Tax withholding | −87 | $338.00 | $29.41K | 6,987 |
| Roger M. Singer Director | Feb 26, 2026 | Award | +960 | $338.69 | $325.14K | 19,704 |
| Mark Kociancic EVP & CFO | Feb 26, 2026 | Award | +3,691 | $338.69 | $1.25M | 36,606 |
| Robert J. Freiling SVP&Chief Accounting Officer | Feb 26, 2026 | Award | +752 | $338.69 | $254.69K | 7,155 |
| John M. Howard Director | Feb 26, 2026 | Award | +960 | $338.69 | $325.14K | 2,161 |
| Meryl D. Hartzband Director | Feb 26, 2026 | Award | +960 | $338.69 | $325.14K | 12,407 |
| Laura J. Hay Director | Feb 26, 2026 | Award | +960 | $338.69 | $325.14K | 1,914 |
| Allan Levine Director | Feb 26, 2026 | Award | +960 | $338.69 | $325.14K | 5,205 |
| Jill Beggs EVP and CEO of Reinsurance | Feb 26, 2026 | Award | +1,477 | $338.69 | $500.25K | 8,439 |
| Geraldine Losquadro Director | Feb 26, 2026 | Award | +960 | $338.69 | $325.14K | 13,239 |
| Hazel McNeilage Director | Feb 26, 2026 | Award | +960 | $338.69 | $325.14K | 4,161 |
| James Allan Williamson President and CEO, Director | Feb 26, 2026 | Award | +7,751 | $338.69 | $2.63M | 31,874 |
| William F. Galtney Jr Director | Feb 26, 2026 | Award | +960 | $338.69 | $325.14K | 22,140 |
| John A. Graf Director | Feb 26, 2026 | Award | +960 | $338.69 | $325.14K | 17,538 |
| Alan Darryl Page Director | Feb 26, 2026 | Award | +960 | $338.69 | $325.14K | 1,917 |
| Anthony Vidovich EVP and General Counsel | Feb 26, 2026 | Award | +5,315 | $338.69 | $1.80M | 7,161 |
| Anthony Vidovich EVP and General Counsel | Feb 26, 2026 | Award | +1,846 | $338.69 | $625.22K | 1,846 |
| John J. Amore Director | Feb 26, 2026 | Award | +960 | $338.69 | $325.14K | 25,082 |
| James Allan Williamson President and CEO, Director | Feb 23, 2026 | Tax withholding | −255 | $341.42 | $87.06K | 24,123 |
| James Allan Williamson President and CEO, Director | Feb 23, 2026 | Tax withholding | −301 | $341.42 | $102.77K | 24,671 |
| James Allan Williamson President and CEO, Director | Feb 23, 2026 | Tax withholding | −293 | $341.42 | $100.04K | 24,378 |
| Robert J. Freiling SVP&Chief Accounting Officer | Feb 23, 2026 | Tax withholding | −47 | $341.42 | $16.05K | 6,403 |
| Robert J. Freiling SVP&Chief Accounting Officer | Feb 23, 2026 | Tax withholding | −64 | $341.42 | $21.85K | 6,522 |
| Robert J. Freiling SVP&Chief Accounting Officer | Feb 23, 2026 | Tax withholding | −72 | $341.42 | $24.58K | 6,450 |
| Jill Beggs EVP and CEO of Reinsurance | Feb 23, 2026 | Tax withholding | −177 | $341.42 | $60.43K | 7,096 |
| Jill Beggs EVP and CEO of Reinsurance | Feb 23, 2026 | Tax withholding | −134 | $341.42 | $45.75K | 6,962 |
| Mark Kociancic EVP & CFO | Feb 23, 2026 | Tax withholding | −227 | $341.42 | $77.50K | 33,115 |
| Mark Kociancic EVP & CFO | Feb 23, 2026 | Tax withholding | −271 | $341.42 | $92.52K | 33,342 |
| Mark Kociancic EVP & CFO | Feb 23, 2026 | Tax withholding | −200 | $341.42 | $68.28K | 32,915 |
| Allan Levine Director | Jan 2, 2026 | Award | +92 | $336.76 | $30.98K | 4,245 |
| Meryl D. Hartzband Director | Jan 2, 2026 | Award | +92 | $336.76 | $30.98K | 11,447 |
| John M. Howard Director | Jan 2, 2026 | Award | +92 | $336.76 | $30.98K | 1,201 |
| William F. Galtney Jr Director | Dec 19, 2025 | Gift | −12,578 | – | – | 21,180 |
| James Allan Williamson President and CEO, Director | Nov 18, 2025 | Tax withholding | −646 | $320.99 | $207.36K | 24,972 |
| Mark Kociancic EVP & CFO | Nov 18, 2025 | Tax withholding | −2,149 | $320.99 | $689.81K | 33,613 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Keen Jason EVP & CEO of GW & S Division | May 7, 2026 | 775 | $272.67K | May 7, 2026 | Vested Share Awards |
| M. Losquadro Geraldine Director | Mar 18, 2025 | 1,500 | $540.94K | Mar 18, 2025 | Compensation for Past Services |
| Beveren Gail Van Officer | Mar 14, 2025 | 830 | $289.44K | Mar 13, 2025 | annual stock bonus |
| James Allan Williamson Officer | Nov 14, 2024 | 200 | $74.00K | Nov 14, 2024 | Restricted Stock Vesting |
| Karmilowicz Mike EVP, Chairman | Nov 4, 2024 | 269 | $94.41K | Nov 4, 2024 | Compensation |
| M. Losquadro Geraldine Director | May 9, 2024 | 1,000 | $380.49K | May 9, 2024 | Compensation for Past Services |