EG at a glance
Everest Group (EG, SEC CIK 1095073) filed its latest 10-K annual report on February 26, 2026, a 10-Q quarterly report on August 3, 2026, an 8-K current report on August 31, 2026 and Form 4 insider filings as recently as October 5, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Everest Group (EG) reported revenue of $17.5 billion (up 1.2% from FY2024) and net income of $1.6 billion. Diluted EPS was $37.80.
- As of June 30, 2026, 39 institutional investment managers tracked by SignalX reported holding Everest Group (EG) shares worth $5.5 billion in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $17.5B
- +1.2% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 39 funds
- $5.5B · +1 vs prior quarter
- Latest 8-K
- Aug 31, 2026
- Item 7.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Risk Factors
- Reserve strengthening of $657M pre-tax in 2025, driven by adverse development in excess casualty and U.S. liability lines (accident years 2022–2024) exacerbated by social inflation and third-party litigation funding
- BMA's Amendment Act may subject Everest to new group-level solvency, capital, and consolidated reporting requirements with 12-month compliance transition period
- OECD Pillar Two guidance (Jan 2025) restricts use of Bermuda Corporate Income Tax ETA deferred tax asset to ~20% of original amount, valid only through 2026
- 31.7% of premiums written in non-U.S. currencies and 26.9% of investment portfolio in non-U.S. currency assets, creating material FX exposure
- Key-person risk elevated: 2025 saw multiple executive leadership changes; Bermuda work permits for professional staff expire between June 2027 and March 2030
Management Discussion & Analysis
- Revenue $17.5B total, up 1.2% YoY; premiums earned $15.6B (+2.5%), net investment income $2.1B (+8.7%)
- Combined ratio 98.6% vs 102.3%; loss ratio 69.8% vs 74.4%; commission ratio 22.2% vs 21.7%; expense ratio 6.6% vs 6.2%
- Reinsurance best segment: combined ratio 91.7% vs 89.7%, GWP $12.8B; Insurance worst: combined ratio 114.6% vs 130.7%, GWP $4.8B (-5.7%)
- Capital return: $797M share repurchases, $335M dividends; operating cash flow $3.1B vs $5.0B in 2024
- Key risks: ADC cover ($1.2B gross limit) entered Oct 2025; sold renewal rights to AIG (~$2B GWP) for $301M; ongoing social inflation exposure in U.S. casualty; Bermuda tax uncertainty under OECD Pillar Two
Business Overview
- Global re/insurance underwriter generating $17.7B gross written premiums in 2025, ~72.4% Reinsurance and ~27.1% Insurance
- Major strategic pivot: sold renewal rights for ~$2B of retail commercial insurance to AIG for $301M aggregate ($252M US/APAC + $49M EU), sharpening focus on wholesale/specialty and reinsurance
- Adverse development cover (ADC) executed Oct 2025: $1.2B gross limit covering North American Insurance/Other segment reserves for accident years 2024 and prior; $1,253M already ceded by year-end
- All three major rating agencies (A.M. Best, S&P, Moody's) revised outlook from stable to negative in late 2025, flagging elevated risk despite affirmed A+/A1 ratings
- 3,064 employees as of Feb 2026; Bermuda 15% corporate income tax regime effective Jan 2025, with OECD guidance restricting ETA deferred tax benefit utilization to ~20% of original amounts
AI summary of the EG 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Reinsurance Treaty and Global Wholesale & Specialty active selling segments
- Legacy segment includes divested commercial retail, run-off A&E exposures, and discontinued programs
- Reportable segments changed effective January 1, 2026 after AIG commercial retail renewal-rights sale
Risk Factors
- No Risk Factors section provided; filing excerpt contains no new or changed risk disclosures
- Share-repurchase authorization: 6,139,787 shares remaining as of June 30, 2026
- Capital-allocation exposure: 35.8 million shares repurchased under the program as of June 30, 2026
- Insider-trading compliance: no directors or officers adopted, modified, or terminated trading arrangements during the quarter
AI summary of the EG 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 7.01: Regulation FD Disclosure
- Everest published Global Loss Triangles covering the year ended December 31, 2025
- Loss triangles provide investors with claims-development data for evaluating reserve adequacy and underwriting performance
Item 2.02: Results of Operations and Financial Condition
- Q2 2026 results announced July 29, 2026
- Earnings release furnished as Exhibit 99.1, containing the substantive financial results
Item 8.01: Other Events
- Retroactive segment recast effective January 1, 2026 following sale of U.S. Commercial Retail renewal rights to AIG
- Revised segments: Reinsurance Treaty, Global Wholesale & Specialty, and Legacy
AI summaries of EG 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for EG
Don't miss the next EG filing
- Alerts as it files. A push when EG files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut EG, by share count.
- Ask anything. An AI agent that reads every EG filing and answers with sources.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Page Alan Darryl | A | Oct 1, 2026 | 85 | $366.47 |
| Beggs Jill | F | Oct 1, 2026 | 496 | $366.47 |
| Levine Allan | A | Oct 1, 2026 | 85 | $366.47 |
| Keen Jason | F | Oct 1, 2026 | 456 | $366.47 |
| HARTZBAND MERYL D | A | Oct 1, 2026 | 85 | $366.47 |
| Howard John M | A | Oct 1, 2026 | 85 | $366.47 |
| HARTZBAND MERYL D | A | Jul 1, 2026 | 86 | $360.78 |
| Howard John M | A | Jul 1, 2026 | 86 | $360.78 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 | |
|---|---|---|---|---|
| Profitability | ||||
| Revenue | $14.6B | $17.3B | $17.5B | |
| Net Income | $2.5B | $1.4B | $1.6B | |
| Net Margin | 17.3% | 7.9% | 9.1% | |
| Balance Sheet | ||||
| Total Assets | $49.4B | $56.3B | $62.5B | |
| Equity | $13.2B | $13.9B | $15.5B | |
| ROE | 19.1% | 9.9% | 10.3% | |
| Per Share | ||||
| EPS | $60.19 | $31.78 | $37.80 | |
| Cash Flow | ||||
| Operating CF | $4.6B | $5.0B | $3.1B | |
Source: XBRL data in Everest Group (EG)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate EG share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 39 | $5.46B |
| Q1 2026 | 38 | $5.00B |
| Q4 2025 | 36 | $5.44B |
| Q3 2025 | 39 | $5.97B |
| Q2 2025 | 36 | $5.66B |
| Q1 2025 | 34 | $4.97B |
| Q4 2024 | 30 | $4.87B |
| Q3 2024 | 26 | $2.81B |
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Source: 13F-HR filings on SEC EDGAR (aggregated from 278 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
EG filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Oct 5, 2026 | - | - | - |
| 8-K | Aug 31, 2026 | - | Analysis | - |
| 10-Q | Aug 3, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Jul 29, 2026 | - | Analysis | - |
| 4 | Jul 2, 2026 | - | - | - |
| 4 | Jul 2, 2026 | - | - | - |
| 4 | Jul 2, 2026 | - | - | - |
| 8-K | Jun 3, 2026 | - | Analysis | |
| 8-K | May 15, 2026 | - | Analysis | |
| 4 | May 14, 2026 | - | - | |
| 4 | May 11, 2026 | - | - | |
| SC 13G | May 11, 2026 | - | - | |
| 10-Q | May 5, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | Apr 29, 2026 | - | Analysis | - |
| SC 13G | Apr 28, 2026 | - | - | |
| SC 13G | Apr 28, 2026 | - | - | |
| 8-K | Apr 13, 2026 | - | Analysis | - |
| 4 | Apr 3, 2026 | - | - | - |
| 4 | Apr 3, 2026 | - | - | - |
| 4 | Apr 3, 2026 | - | - | - |
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EG SEC filings: frequently asked questions
Which institutions hold EG stock?
As of June 30, 2026, the largest Everest Group (EG) holders among the 13F filers tracked by SignalX were BlackRock ($1.2 billion), Vanguard Capital Management LLC ($922.8 million), Vanguard Portfolio Management LLC ($739.1 million), State Street Corp ($659.0 million), AQR Capital Management ($501.8 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was EG's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Everest Group (EG) reported revenue of $17.5 billion (up 1.2% from FY2024) and net income of $1.6 billion. Diluted EPS was $37.80. The figures come from the XBRL data in the 10-K.
What are the main risks in EG's latest 10-K?
In the 10-K filed February 26, 2026, Everest Group (EG) flagged: Reserve strengthening of $657M pre-tax in 2025, driven by adverse development in excess casualty and U.S. liability lines (accident years 2022–2024) exacerbated by social inflation and third-party litigation funding. BMA's Amendment Act may subject Everest to new group-level solvency, capital, and consolidated reporting requirements with 12-month compliance transition period. (AI summary of the Risk Factors section.)
What did EG report in its latest 8-K?
Everest Group (EG) filed an 8-K on August 31, 2026 reporting Item 7.01 (Regulation FD Disclosure). Everest published Global Loss Triangles covering the year ended December 31, 2025.
What are the latest EG SEC filings?
Everest Group (EG) filed its latest 10-K annual report on February 26, 2026, a 10-Q quarterly report on August 3, 2026, an 8-K current report on August 31, 2026 and a Form 4 insider filing on October 5, 2026.
What is EG's SEC CIK number?
Everest Group (EG)'s SEC Central Index Key (CIK) is 1095073. EDGAR lists every EG filing under that number.
Ask anything about EG
The research agent reads EG's filings, financials, insider trades and 13F holders, then answers with sources.