EG Insider Trading

Everest Group, Ltd. (EG) operates in the Financial Services sector, specifically the Insurance - Reinsurance industry, with a market capitalization near $14.83B, listed on NYSE, employing roughly 3,064 people, carrying a beta of 0.26 to the broader market. Everest Group, Ltd. Led by James Williamson, public since 1995-10-06.

In the last 12 months, Everest Group, Ltd. insiders made 2 buy transactions and 1 sale transaction.

DateNameTypeSharesPriceValue
Oct 5, 2026Keen JasonF-InKind456$366.47$167.1K
Oct 5, 2026Beggs JillF-InKind496$366.47$181.8K
Oct 5, 2026Page Alan DarrylA-Award85$366.47$31.1K
Oct 5, 2026Levine AllanA-Award85$366.47$31.1K
Oct 5, 2026Howard John MA-Award85$366.47$31.1K
Oct 5, 2026HARTZBAND MERYL DA-Award85$366.47$31.1K
Jul 2, 2026Levine AllanA-Award86$360.78$31.0K
Jul 2, 2026Howard John MA-Award86$360.78$31.0K
Jul 2, 2026HARTZBAND MERYL DA-Award86$360.78$31.0K
May 14, 2026Habayeb Elias F.A-Award7,128$350.77$2.5M

EG Insider Activity by Quarter

Reported Form 4 and Form 5 lines under EG's own SEC company ID, by transaction date, back to Q4 2024. Purchases and sales are code P / S (open market or private) in the company's shares; other lines are purchases and sales of other securities (options, warrants, preferred), awards, exercises, tax withholding, gifts and other acquisitions and dispositions. Later filings and amendments can change the current quarter. Earlier quarters are not shown: the filings read reach back to Feb 13, 2024, and a quarter counts only when every filing for it was read.

QuarterPurchasesBoughtSalesSoldOther Lines
Q4 2026 (so far)0N/A0N/A6
Q3 20260N/A0N/A3
Q2 20260N/A1$272.7K6
Q1 20260N/A0N/A47
Q4 20252$4.4M0N/A7
Q3 20250N/A0N/A5
Q2 20251$338.0K0N/A4
Q1 20250N/A2$831.8K45
Q4 20241$1.0M2$167.7K3

EG Institutional Ownership (13F)

As of Jun 30, 2026 (Q2 2026), 688 institutions reported holding 38,931,398 EG shares, valued at $14.19B as reported, 99.1% of its market cap (market cap of Jun 26, 2026). That is +18 institutions from the quarter before. Among managers whose reports for both quarters are comparable, 73 opened a position, 50 closed one, 259 added and 258 trimmed.

Top Holders, Q2 2026

ManagerSharesValueChange
BlackRock, Inc.3,220,769$1.15B-76,816
VANGUARD CAPITAL MANAGEMENT LLC2,583,110$922.8M-50,612
VANGUARD PORTFOLIO MANAGEMENT LLC2,068,927$739.1M-99,163
NORGES BANK1,929,157$689.2MNo comparable report
STATE STREET CORP1,844,732$659.0M-5,582
AQR CAPITAL MANAGEMENT LLC1,404,638$501.8M+38,743
GEODE CAPITAL MANAGEMENT, LLC1,155,825$411.4M-27,996
ALLIANCEBERNSTEIN L.P.1,043,298$341.0M+314,177
Vulcan Value Partners, LLC1,036,906$370.4M-324,959
BARROW HANLEY MEWHINNEY & STRAUSS LLC981,772$350.7M-46,468

By Quarter

QuarterInstitutionsSharesValue
Q2 202668838,931,398$14.19B
Q1 202667036,653,620$11.99B
Q4 202568539,833,129$13.51B
Q3 202567538,538,967$13.49B
Q2 202567040,067,416$13.63B
Q1 202566638,999,397$14.17B
Q4 202468440,460,340$14.63B
Q3 202466339,745,857$15.39B
Q2 202462040,939,748$15.59B

From the SEC's Form 13F data sets: investment managers with $100 million or more in Section 13(f) securities report their holdings each quarter, up to 45 days after it ends; a restated filing replaces the original, and values are as the managers reported them (a position whose price runs about 1,000 times below other managers', from a manager whose positions mostly do, is read as reported in thousands of dollars). The same shares can be reported by more than one manager, so totals can count some twice.

ETFs Holding EG

FundWeight of EGShares (as reported)Value (as reported)Source updated
VTI Vanguard Morningstar Total Stock Market ETF0.02%1,253,697$469.7MOct 7, 2026
VOO Vanguard S&P 500 ETF0.02%1,049,892$393.3MOct 7, 2026
VB Vanguard Morningstar Small-Cap ETF0.18%910,432$341.1MOct 7, 2026
RDVY First Trust Rising Dividend Achievers ETF1.06%740,795$268.4MOct 8, 2026
VBR Vanguard Morningstar Small-Cap Value ETF0.32%578,230$216.6MOct 7, 2026
RSP Invesco S&P 500 Equal Weight ETF0.20%531,111$192.4MOct 8, 2026
IVV iShares Core S&P 500 ETF0.02%474,718$172.0MOct 8, 2026
SPY State Street SPDR S&P 500 ETF0.02%435,477$157.4MOct 8, 2026
XLF State Street Financial Select Sector SPDR ETF0.17%235,234$86.9MOct 8, 2026
SDVY First Trust SMID Cap Rising Dividend Achievers ETF0.71%213,409$77.3MOct 8, 2026
VYM Vanguard High Dividend Yield ETF0.06%160,426$60.1MOct 7, 2026
IWR iShares Russell Mid-Cap ETF0.10%159,184$57.7MOct 8, 2026
DFAT Dimensional - US Targeted Value ETF0.17%139,625$51.2MOct 8, 2026
RDVI FT Vest Rising Dividend Achievers Target Income ETF1.06%109,793$39.8MOct 8, 2026
SCHM Schwab U.S. Mid-Cap ETF0.27%107,245$39.4MOct 7, 2026

From each fund's latest holdings file on record that shows EG's listed security itself. A file counts when its line count is consistent with the fund's reported holdings count (at most twice it plus 10, or at most 1,000 lines for a reported count of exactly 10, which the data source gives many funds as a cap), read with that file or inherited from the fund's last classified file (within 20% of its line count, read within 60 days). Funds whose line for the company could not be confirmed as EG's listed security, or that hold it through underlying funds (look-through), are not listed. Only long positions count: a fund is left out when any of its lines for EG reports a negative weight, share count or value, or none of them above zero (a short position, or figures that disagree). Shares, value and weight are as reported in each fund's file, dated by the data source's last update of that file (not the date of the positions); the weight is EG's share of that fund.

EG Congress Trades

Members of Congress and their households disclosed 6 transactions in EG on file (4 purchases, 2 sales) by 3 members, the latest trade on Mar 27, 2026.

MemberChamberTypeAmountTradedDisclosed
Alan Armstrong (R-OK)SenatePurchase$1,001 - $15,000Mar 27, 2026Jul 20, 2026
Gilbert Ray Cisneros, Jr. (D-CA-31)HouseSale (Full)$1,001 - $15,000Mar 13, 2026Apr 8, 2026
Gilbert Ray Cisneros, Jr. (D-CA-31)HousePurchase$1,001 - $15,000Jan 9, 2026Feb 13, 2026
Gilbert Ray Cisneros, Jr. (D-CA-31)HousePurchase$1,001 - $15,000Nov 18, 2025Dec 15, 2025
Lisa C. McClain (R-MI-9)HouseSale (Full)$1,001 - $15,000Jul 16, 2025Aug 13, 2025
Lisa C. McClain (R-MI-9)HousePurchase$1,001 - $15,000Jun 17, 2025Aug 13, 2025

From the periodic transaction reports members of the Senate and the House file under the STOCK Act, within 45 days of a trade (some file later); amounts are the ranges the reports give (a few give an exact amount), and a transaction a later report lists again is counted once. On file: House reports disclosed from Apr 10, 2023 through Oct 13, 2026; Senate reports disclosed from Jan 30, 2014 through Oct 7, 2026. The party is the member's on the trade date. A trade is listed under the company that traded under its ticker on the trade date (dated from Feb 1, 2021, unless the filing describes another company of ours; before that, only when the filing's description of the security is the company's name).

How to Read EG Insider Activity

Net insider sentiment is bullish over the trailing twelve months: 2 buy transactions versus 1 sales. Cluster buying by officers or directors is one of the cleaner insider signals because purchases require personal capital deployment and carry direct SEC scrutiny for material non-public information violations. The transaction table above includes the filer's reporting name, transaction type, share count, per-share price, and total dollar value where computable. For options traders, insider activity is one input to event-driven sizing alongside earnings calendar, analyst-rating cluster moves, and the implied-vol surface. Form 4 filings (the dominant Section 16 reporting form) must be submitted within two business days of the transaction; clusters of buys across multiple insiders within a short window are the strongest informational pattern. SEC EDGAR carries the underlying source filings for verification and additional historical depth.

Learn how insider trading is reported and how to read the data →

Frequently asked EG insider trading questions

How active are EG insiders right now?
Over the trailing twelve months, Everest Group, Ltd. (EG) insiders made 2 buy transactions and 1 sale transaction. Net insider sentiment over the trailing twelve months tilts to the buy side (2 buys vs 1 sales). The transaction list above shows the most recent filings; each entry includes the insider's name, transaction type, share count, and per-share price.
What counts as an insider transaction?
Section 16 of the Securities Exchange Act requires officers, directors, and 10% beneficial-owner shareholders to disclose changes in their holdings via Form 3 (initial statement), Form 4 (subsequent transactions, filed within two business days), and Form 5 (annual catch-up). Insider transactions cover open-market purchases and sales, exercise of stock options, gifts, and grants. The "transaction type" field on each row distinguishes these subcategories.
Are EG insider buys a bullish signal?
Insider purchases (Type P, made on the open market or privately; the code covers both) carry more informational weight than insider sales: an insider must commit personal capital, and the SEC scrutinizes purchases under Rule 10b5-1 for material non-public information. Sales, by contrast, are often driven by liquidity, tax planning, or pre-scheduled 10b5-1 trading plans rather than negative information. Cluster buying (multiple insiders buying within a short window) is a stronger signal than isolated buys.
How do EG insider transactions affect options pricing?
Insider transaction data does not directly drive implied volatility, but Form 4 disclosures can move single-name IV if the size or timing is unusual (e.g. a large CEO buy ahead of an earnings window). Options markets price the marginal informational content; routine transactions under pre-scheduled plans are typically ignored. For event-driven options sizing, pair the insider transaction history with the upcoming earnings calendar.