Everest Group, Ltd.· EG

🇺🇸 US · LargeSP500NYSE

Financial Services Insurance - Reinsurance Website

Price: $374.85
Day: -1.39%
Mkt Cap: $14.83B
52W Range: $302.44 – $401.07
Volume: 1.81M
Beta: 0.28

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

Smart Money: 3.5 / 5 (Bullish), from 3 of 3 components
Institutions Q2 2026: 700 institutions hold; 346 added, 259 reduced

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Everest Group, Ltd.

EG|Financial Services|Insurance - Reinsurance

Current price: $375

Smart Money

Dimension 5 of 5

Insider selling pace · Q2 2026

1.7x

vs own 6-quarter average

Seller breadth · Q2 2026

1 seller

vs 1.0 avg per quarter

Institutional net breadth · Q2 2026

+108

433 adding vs 325 reducing

Institutional ownership · Q2 2026

97.5%

700 institutions

Insider Selling Pace

Each quarter's selling vs this stock's own trailing 6-quarter average

Light <0.5xRoutineElevated >1.5xHeavy >3xBuying

Institutional Positions

Institutions adding above the line, reducing below, net as a line

NewIncreasedReducedClosedNet

Largest Institutional Holders, Q2 2026

By reported market value, and how each moved in the quarter

Holder

Change

BLACKROCK, INC.

3.2M

-2.3%

VANGUARD CAPITAL MANAGEMENT LLC

2.6M

-1.9%

VANGUARD PORTFOLIO MANAGEMENT LLC

2.1M

-4.6%

NORGES BANK

1.9M

+100.0%

MASSACHUSETTS FINANCIAL SERVICES CO /MA/

964.8K

+26.5%

STATE STREET CORP

1.8M

-0.3%

ETF & Fund Activity, Q2 2026

How the covering funds split between buying, holding and selling

262

35 buying262 unchanged41 selling

338 funds held EG in Q2 2026, holding 14.7M shares between them, up 0.3% on the quarter.

Largest fund holders

SPDR SERIES TRUST135.0K sh

NATIONWIDE MUTUAL FUNDS19.6K sh

BlackRock Advantage SMID Cap Fund, Inc.8.1K sh

Notable Insider Transactions, Q2 2026

Largest open-market purchases and sales by value in the last eight quarters

Purchase · Oct 29

GALTNEY WILLIAM F JR

$3.5M

Purchase · Nov 4

GALTNEY WILLIAM F JR

$1.0M

Purchase · Oct 29

Levine Allan

$948.8K

Insider transactions from SEC Form 4 filings; institutional holdings from quarterly 13F filings, which are reported with a lag and can overlap between filers. 13F: quarterly institutional holdings report · ETF: Exchange-Traded Fund

See the complete picture

The full 5D Framework: Business Quality · Peer Comparison · Valuation · Analyst Sentiment · Smart Money

Explore EG on stockoscope.com→

Generated September 20, 2026

For educational purposes only. Not financial advice. Data may be delayed or incomplete.

Smart Money Sentiment

EG Smart Money Sentiment Score

A weighted 1-5 sentiment score across three smart money signals.

Smart Money

3.5/5

Bullish

Weighted across 3 components

Component Breakdown (3 of 3 available)

Insider Activity

40% weight

-14

Institutional Flow

50% weight

+64

Fund Flow

10% weight

Overall Smart Money sentiment of 3.5/5 (Bullish) based on a weighted combination of 3 components. Insider activity uses a relative-baseline comparison against the stock's own history; institutional flow tracks position momentum and 13F share changes; fund flow measures ETF / mutual-fund buying vs selling. Higher scores indicate stronger bullish sentiment from professional investors.Last updated September 19, 2026.

Insider Trading Activity

Insider trading analysis comparing the latest quarter against the stock's own historical baseline.

Insider Selling Pace for EG

Each quarter's selling vs the stock's own trailing 6-quarter average; 1.0x is typical for this stock. Green triangles mark quarters with insider buying.

Neutral

Routine insider selling in Q2 2026

1 sale totaling $272.7K (775 shares)

Share volume is elevated at 1.7x the historical average

Buying seen in 4 of 15 quarters

1.7x

Selling pace

vs own 6-qtr average

Elevated

0.26%

Stake sold

of active insiders' holdings

1 seller

Seller breadth

vs 0.7 avg per quarter

Q4 2025

Last insider purchase

buying in 4 of 16 quarters

Notable Recent Transactions, EG

Top 8 highest-value insider trades from the last 8 quarters

GALTNEY WILLIAM F JR

Director

Buy

11,385 shares at $307.38

≈25.0% of their stake after buying

Oct 29, 2025$3.50M

GALTNEY WILLIAM F JR

Director

Buy

2,870 shares at $348.64

≈8.7% of their stake after buying

Nov 4, 2024$1.00M

Levine Allan

Director

Buy

3,100 shares at $306.08

≈74.6% of their stake after buying

Oct 29, 2025$948.85K

Losquadro Geraldine

Director

Sell

1,500 shares at $360.63

≈10.9% of their stake at the time

Mar 18, 2025$540.95K

WILLIAMSON JAMES ALLAN

CEO

Buy

1,000 shares at $337.97

≈3.9% of their stake after buying

Jun 11, 2025$337.97K

Van Beveren Gail

EVP and Chief HR Officer

Sell

830 shares at $350.42

≈6.4% of their stake at the time

Mar 14, 2025$290.85K

Keen Jason

EVP & CEO of Gw & S Division

Sell

775 shares at $351.84

≈8.7% of their stake at the time

May 7, 2026$272.68K

KARMILOWICZ MIKE

EVP, Chairman Insurance

Sell

269 shares at $348.48

≈2.1% of their stake at the time

Nov 4, 2024$93.74K

Institutional Ownership Analysis

Institutional ownership analysis with position momentum, 13F share flow, and ownership percentage trends.

Institutional Positions for EG

Institutions adding (new + increased) above zero, reducing (reduced + closed) below, net as a line

New Increased Reduced Closed Net (adding − reducing)

Very Bullish

Institutions accumulating in Q2 2026

97.5% institutional ownership

Slight accumulation: 433 adding vs 325 reducing

13F shares increased by 6.7%, a significant shift

Momentum improving from prior quarter

+108

Net breadth

433 adding vs 325 reducing

Accumulating

1.33

Add / reduce ratio

in Q2 2026

+21

New − closed

87 initiated, 66 exited

3 of 10

Top holders adding

largest holders with a known change

Position Changes

Q2 2026: how are institutions adjusting their positions?

+433 growing-325 shrinkingNet: +108

346

259

New (87)

Increased (346)

Reduced (259)

Closed (66)

Top Institutional Holders, EG

Largest 8 institutional positions by ownership percentage as of Q2 2026

BLACKROCK, INC.

3.2M

$1.2B

Ownership

8.00%

-2.3%

VANGUARD CAPITAL MANAGEMENT LLC

2.6M

$922.8M

Ownership

6.41%

-1.9%

VANGUARD PORTFOLIO MANAGEMENT LLC

2.1M

$739.1M

Ownership

5.14%

-4.6%

NORGES BANK

1.9M

$689.2M

Ownership

4.79%

+100.0%

STATE STREET CORP

1.8M

$659.0M

Ownership

4.58%

-0.3%

AQR CAPITAL MANAGEMENT LLC

1.4M

$501.8M

Ownership

3.49%

+2.8%

GEODE CAPITAL MANAGEMENT, LLC

1.2M

$411.4M

Ownership

2.87%

-2.4%

ALLIANCEBERNSTEIN L.P.

1.0M

$341.0M

Ownership

2.59%

+43.1%

ETF and Mutual Fund Holdings

ETF and mutual fund activity breakdown showing buying vs selling funds, top fund holders, and detailed holdings.

Fund Activity

Q2 2026: 338 ETFs and mutual funds reporting

35 buying41 sellingNet: -6

262

Buying (35)

Unchanged (262)

Selling (41)

In total, funds bought 279.3K shares and sold 240.8K this quarter. Each fund counts once in the bar above, whatever the size of its move.

Neutral

Mixed fund activity in Q2 2026

338 ETFs and mutual funds reporting

35 buying vs 41 selling (balanced)

Top Fund Holders, EG

Largest 8 ETF and mutual fund positions by shares held, each fund's latest filing

SPDR SERIES TRUST

135.0K

Weight

0.67%

Jul 31, 2026No change

NATIONWIDE MUTUAL FUNDS

19.6K

Weight

0.00%

Jul 31, 2026No change

BlackRock Advantage SMID Cap Fund, Inc.

8.1K

Weight

1.44%

Jun 30, 2026No change

MML Series Investment Fund II

3.7K

Weight

0.03%

Jun 30, 2026No change

MASSMUTUAL SELECT FUNDS

3.5K

Weight

0.20%

Jun 30, 2026No change

Segall Bryant & Hamill Trust

2.8K

Weight

0.02%

Jun 30, 2026No change

GPS Funds I

2.0K

Weight

0.06%

Jun 30, 2026No change

Nuveen Core Equity Alpha Fund

1.9K

Weight

2.23%

Jun 30, 2026No change

Everest Group, Ltd.· EG

Holdings Analysis

Insider Trading Activity

1.3Transaction History16Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings163Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights

Search stocks

Holdings Analysis

Insider Trading Activity

1.3Transaction History16Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings163Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights