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

EG ranks #794 out of 37696 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.

Wealth Enhancement Advisory Services, LLC has added to its EG position for two straight quarters, increasing it by $17.9M to reach $21.9M today.

Vontobel Holding Ltd. has trimmed its EG position for two straight quarters, cutting it by $220.3K while still holding $208.9K.

EG is up 2% today, and institutions have been net buyers of $5.3B this quarter — today's price move and the underlying institutional flow are pointing the same direction.

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