Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

EVEREST GROUP LTD (EG)

665 + 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
↑ +14
Streak
3Q ▲
Buyers last Q
45%

Smart Money Signals — EG

Based on 651 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added EG than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
651 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 (+4 funds, +1% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 45% buying

292 buying362 selling
Last quarter: 362 funds reduced or exited vs 292 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.
📈

More new buyers each quarter (+8 vs last Q)

new funds entering per quarter
Funds opening a new EG position: 82 → 89 → 88 → 96. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

68% of holders stayed for 2+ years

■ 68% conviction (2yr+) ■ 17% medium ■ 16% new
441 out of 651 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 — ~96 new funds/quarter

88 → 82 → 89 → 88 → 96 new funds/Q
New funds entering each quarter: 82 → 89 → 88 → 96. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 69% of holders stayed 2+ years

■ 69% veterans ■ 11% 1-2yr ■ 20% new
Of 665 current holders: 461 (69%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 53% AUM from top-100 funds

53% from top-100 AUM funds
46 of 651 holders are among the 100 largest funds by AUM, controlling 53% 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.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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.

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.

Smart Money Signal ?
Broad Consensus, Selective Conviction

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

49 top-rated funds 7 high-conviction
Consensus
7.4
/ 10
breadth
×
Elite
3.8
/ 10
conviction
Hedge Fund Positioning: EG
2026 Q1 Stats Unlock in 11 days 665 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 665 651 2.15%
13F Shares 40M 38M 3.78%
Total Value $13.31B $13.31B 0.02%
New Positions 96 88 +8
Increased Positions 214 245 -31
Closed Positions 83 89 -6
Reduced Positions 301 266 +35
Total Calls 8 11 -27.27%
Total Puts 7 6 16.67%
PUT/CALL Ratio 0.88 0.55 Neutral

Statistics: EG

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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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)

665 + investors

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

Top 25 institutional holders of EG — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Dupree Financial Group, LLC 4.61% 35,075 $11.5M
2 GENERAL AMERICAN INVESTORS CO INC 2.78% 129,196 $42.2M
3 GRACE & WHITE INC /NY 2.77% 47,998 $15.7M
4 NUANCE INVESTMENTS, LLC 2.44% 53,568 $17.5M
5 CM Management, LLC 1.64% 6,000 $2.0M
6 DELPHI MANAGEMENT INC /MA/ 1.16% 2,978 —
7 Palouse Capital Management, Inc. 1.15% 5,340 $1.7M
8 EQUITABLE TRUST CO 0.82% 54,472 $17.8M
9 DEPRINCE RACE & ZOLLO INC 0.79% 127,428 $41.6M
10 LMCG INVESTMENTS, LLC 0.72% 36,835 $12.0M
11 Perpetual Ltd 0.66% 131,919 $43.1M
12 J.M. Arbour, LLC 0.65% 2,079 $679K
13 TCTC Holdings, LLC 0.57% 60,800 $19.9M
14 LECAP ASSET MANAGEMENT LTD 0.55% 4,460 $1.5M
15 WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.55% 506,166 $165.4M
16 Continuum Advisory, LLC 0.55% 17,406 $5.7M
17 Clear Harbor Asset Management, LLC 0.53% 23,520 $7.7M
18 Gilman Hill Asset Management, LLC 0.43% 8,745 $2.9M
19 AustralianSuper Pty Ltd 0.43% 251,190 $82.1M
20 MERIDIAN INVESTMENT COUNSEL INC. 0.42% 5,355 $1.8M
21 HEARTLAND ADVISORS INC 0.40% 23,937 $7.8M
22 Sculati Wealth Management, LLC 0.37% 3,073 $1.0M
23 WEALTHEDGE INVESTMENT ADVISORS, LLC 0.37% 3,052 $998K
24 Curat Global, LLC 0.35% 1,074 $351K
25 Sompo Asset Management Co., Ltd. 0.34% 5,595 $1.8M
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?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added EG than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for EG?

More sellers than buyers — 45% buying: Last quarter: 362 funds reduced or exited vs 292 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 — 53% AUM from top-100 funds: 46 of 651 holders are among the 100 largest funds by AUM, controlling 53% 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?

68% of holders stayed for 2+ years: 441 out of 651 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.

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.