Everest Group, Ltd. (EG) Quarterly Institutional 13F Update (Q2 2026)

EG ranks #793 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

EG is a top-conviction position for Talaria Asset Management Pty Ltd — at 21.5% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in EG belongs to BlackRock, Inc., but the position matters far more to Talaria Asset Management Pty Ltd, who has 21.5% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Massachusetts Financial Services Co /ma/ has added to its EG position for two straight quarters, increasing it by $441.4M to reach $660.4M today.

Wellington Management Group LLP has trimmed its EG position for two straight quarters, cutting it by $243.2M while still holding $168.1M.

EG is down 0.1% today, but institutions show net buying of $5.3B this quarter — a divergence between today's price move and the underlying institutional flow.

EG posted net income of $1.9B over the trailing twelve months.

• Profitable — net income of $1.9B over the trailing twelve months
• Revenue declined 5.1% year over year
• Net income improved year over year, from $806.0M to $1.9B
• Generated $3.1B in positive operating cash flow
• Liabilities run 3.04x equity — a highly leveraged balance sheet worth noting