Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Everest Group Ltd (EG)

656 + Investors. Track Smart Money conviction in EG. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -20
Streak
1Q ▼
Buyers last Q
47%

Smart Money Signals — EG

Based on 660 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their EG positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (97% of max)

97% of all-time peak
660 hedge funds hold EG right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding EG is almost the same as a year ago (-5 funds, -1% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 47% buying

316 buying353 selling
Last quarter: 353 funds reduced or exited vs 316 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-21 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 89 → 91 → 100 → 79. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

67% of holders stayed for 2+ years

■ 67% conviction (2yr+) ■ 17% medium ■ 15% new
444 out of 660 hedge funds have held EG for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~79 new funds/quarter

87 → 89 → 91 → 100 → 79 new funds/Q
New funds entering each quarter: 89 → 91 → 100 → 79. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 71% veterans vs 19% newcomers

■ 71% veterans ■ 9% 1-2yr ■ 19% new
Entry-cohort mix of 671 holders: 478 (71%) are 2+ year veterans, 63 entered 1–2 years ago, and 130 (19%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 40% AUM from top-100 funds

40% from top-100 AUM funds
62 of 658 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in EG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — EG

In 2026 Q1, 316 hedge funds were net buyers of EG (79 opened a new position, 237 added to an existing one), while 353 reduced or exited (254 trimmed, 99 sold completely) — a 47% buyer ratio, indicating roughly balanced activity. 40% of total institutional value in EG is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -20 funds (more exits than new entries). Total institutional holders: 660.

Hedge Fund Ownership: EG

How many hedge funds hold EG — quarterly history vs. share price
Quarterly hedge fund ownership of EG vs. share price

Market Analysis: EG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EG

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Everest Group Ltd (EG) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much EG has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 82d ago
EG
+2.7%
XLF
+8.5%

EG outperformed XLF by -5.8% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 37d ago
EG
-4.0%
XLF
+4.8%

Since the filing became public, EG outperformed XLF by -8.8% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

54 top-rated funds 6 high-conviction
Consensus
7.6
/ 10
breadth
×
Elite
4.0
/ 10
conviction
Hedge Fund Positioning: EG
656 + Investors

Track Smart Money conviction in EG. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 656 680 -3.53%
13F Shares 37M 40M -8.91%
Total Value $11.66B $13.46B -13.39%
New Positions 77 100 -23
Increased Positions 236 203 +33
Closed Positions 101 85 +16
Reduced Positions 248 285 -37
Total Calls 6 8 -25.0%
Total Puts 6 7 -14.29%
PUT/CALL Ratio 1.0 0.88 Neutral

Statistics: EG

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

656 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in EG. Verified SEC 13F-HR filings.

QUARTER:
Top 25 EG holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Talaria Asset Management Pty Ltd 14.83% 224,700 $73.4M
2 Vulcan Value Partners, LLC 11.80% 1,361,865 $445.1M
3 Altrinsic Global Advisors LLC 9.10% 777,871 $254.2M
4 Dupree Financial Group, LLC 4.61% 35,075 $11.5M
5 New Vernon Investment Management LLC 4.56% 13,136 $4.3M
6 Te Ahumairangi Investment Management Ltd 2.91% 53,180 $17.4M
7 General American Investors Co Inc 2.78% 129,196 $42.2M
8 Grace & White Inc /Ny 2.77% 47,998 $15.7M
9 Donald Smith & CO., INC. 2.71% 460,175 $150.4M
10 NFC Investments, LLC 2.65% 29,123 $9.5M
11 Nuance Investments, LLC 2.44% 53,568 $17.5M
12 Mirabella Financial Services LLP 1.87% 60,507 $19.8M
13 CM Management, LLC 1.64% 6,000 $2.0M
14 Algebris (uk) Ltd 1.36% 57,777 $18.9M
15 Palouse Capital Management, Inc. 1.15% 5,340 $1.7M
16 Arnhold LLC 1.15% 47,705 $15.6M
17 Barrow Hanley Mewhinney & Strauss LLC 1.10% 1,028,240 $336.1M
18 Causeway Capital Management LLC 1.00% 250,008 $81.7M
19 Systematic Financial Management LP 0.90% 119,974 $39.2M
20 Clough Capital Partners L P 0.86% 27,505 $9.0M
21 Equitable Trust Co 0.82% 54,472 $17.8M
22 Deprince Race & Zollo Inc 0.79% 127,428 $41.6M
23 Fca Corp /Tx 0.77% 8,384 $2.7M
24 Lmcg Investments, LLC 0.72% 36,835 $12.0M
25 Perpetual Ltd 0.66% 131,919 $43.1M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Everest Group Ltd (EG)

What does the Smart Money Trend signal show for EG?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their EG positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for EG?

More sellers than buyers — 47% buying: Last quarter: 353 funds reduced or exited vs 316 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for EG holders?

Elite ownership — 40% AUM from top-100 funds: 62 of 658 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in EG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held EG?

67% of holders stayed for 2+ years: 444 out of 660 hedge funds have held EG for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Everest Group Ltd (EG) following the 2026 Q1 hedge fund 13F filings?

As of today, EG has moved -4.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLF sector ETF — an outperformance of -8.8%. Since the quarter end (March 31, 2026), EG has gained +2.7% vs +8.5% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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