What smart money is saying about Everest Group, Ltd.
3 funds in our archive have pitched Everest Group, Ltd., most recently Vulcan Value Partners Quarterly Fund in June 2026.
Everest Group, Ltd., together with subsidiaries, provides reinsurance and insurance products in the United States, Europe, and internationally. It operates in two segment, Insurance and Reinsurance. The company writes property and casualty reinsurance; treaty and facultative reinsurance products; and specialty lines of business through reinsurance brokers, as well as directly with ceding companies; and writes property and casualty insurance directly, as well as through brokers, surplus lines, and general agents. It provides reinsurance products comprising mortgage, catastrophe, marine, aviation, engineering, professional line, credit and surety, motor, agriculture/crop, and political violence reinsurance products. In addition, the company offers commercial property and casualty insurance products through wholesale and retail brokers, surplus lines brokers, and program administrators. The company was formerly known as Everest Re Group, Ltd. and changed its name to Everest Group, Ltd. in July 2023.Everest Group, Ltd., was founded in 1973 and is headquartered in Hamilton, Bermuda.
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Position history
Between Q2 2025 and Q2 2026, 5 fund letters reported a position in Everest Group, Ltd., with 1 buy (opened or added) and 1 sell (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 2 | 0 | 0 | 1 |
| Q4 2025 | 2 | 1 | 1 | 1 |
| Q2 2025 | 1 | 0 | 0 | 1 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 5 positions · 2 moves
- June 2026
“We did not purchase any new positions during the quarter. We sold one position during the quarter: UnitedHealth Group Inc. There were six material contributors to performance: UnitedHealth Group Inc., Amazon.com Inc., Ryan Specialty Holdings Inc., Everest Group Ltd., Alphabet Inc., and TransDigm Group Inc. There was one material detractor to performance: SAP SE.”
Everest Group, Ltd. - June 2026
“Everest Group is a global reinsurance and specialty insurance business known for its disciplined cost structure and high-quality underwriting.”
Everest Group, Ltd. - New positionDavis Financial FundDecember 2025
“However, given their strong market performance during the year, we have trimmed our exposure to banks (primarily BNY Mellon, DBS and Danske) and redeployed that capital into property & casualty reinsurers (Everest Group and RenaissanceRe), select payments-related companies (Fiserv and Chime) and a family- controlled investment holding company, Exor.”
Everest Group, Ltd. - December 2025
“We exited positions in PTC in the IT sector, Pinterest in the communication services sector, BJ’s Wholesale Club in the consumer staples sector and Everest in the financials sector.”
Everest Group, Ltd. - June 2025
“Source: FactSet. The top contributors and detractors are presented to illustrate examples of the portfolio’s investments and may not be representative of the portfolio’s current or future investments. The information in this article is based on data obtained from recognized services and sources and is believed to be reliable. Any opinions, projections or recommendations in this report are subject to change without notice and are not intended as individual investment advice. The RS Large Cap Value Strategy primarily invests in a diversified portfolio of large-cap companies. Information relating to portfolio holdings is based on the representative account in the composite and may vary for other accounts in the strategy due to asset size, client guidelines, and other factors. The representative account is believed to most closely reflect the current portfolio management style. Advisory services offered by Victory Capital Management Inc. V17.084 // 2Q 2025 RS Large Cap Val Strategy COM Holding % Contribution to Return Holding % Contribution to Return Fairfax Financial Holdings Limited 0.73 UnitedHealth Group Incorporated -0.57 Citigroup Inc. 0.69 LKQ Corporation -0.35 CACI International Inc. Class A 0.59 Exxon Mobil Corporation -0.34 Eaton Corp. Plc 0.50 Sensata Technologies Holding plc -0.27 Amphenol Corporation Class A 0.46 Everest Group, Ltd. -0.22”
Everest Group, Ltd.
Fund coverage · 3 theses
- Vulcan Value Partners Quarterly FundJune 2026
Everest Group is a disciplined reinsurance and specialty insurer using capital wisely, compounding book value, and repurchasing stock below tangible book value.
Read the full thesis - Vulcan Value PartnersDecember 2025
Everest Group Ltd. is a top reinsurer producing positive underwriting results yet trading below tangible book and repurchasing undervalued shares.
Read the full thesis - Heartland Mid Cap Value FundJune 2025
Everest Group LTD is a Deep Value global insurer trading at a heavily discounted valuation due to previous management's poor underwriting decisions, now being repositioned by new leadership through a shrink-to-grow strategy.
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