C.T. Fitzpatrick
Vulcan Value Partners
Vulcan Value Partners EVEREST GROUP LTD stake
total: 270
Vulcan Value Partners EG trades
- Total transactions:
- 36
- New positions:
- 2
- Sold out:
- 1
- Added:
- 16
- Reduced:
- 17
- Held since:
- 2024 Q3
- Held for:
- 7 quarters
- Latest activity:
- 2026 Q1
According to 2026 Q1 report, Vulcan Value Partners holds 1,361,865 EVEREST GROUP LTD (EG) shares with a market value of roughly $445.13M accounting for 11.80% of the overall portfolio. Vulcan Value Partners has held EG since at least 2013 Q2 with 831,802 shares in our earliest available record. Vulcan Value Partners later completely sold out the position and invested in EVEREST GROUP LTD again in 2024 Q3. Since at least 2013 Q2, Vulcan Value Partners has made 35 more transactions.
Estimated cost basis*
- Weighted AVG buy price:
- $364.77
- Weighted AVG sell price:
- $335.20
Vulcan Value Partners's historical trades in EVEREST GROUP LTD
36 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q1
|
11.80%
|
1,361,865
|
$326.85
|
$445,125,711
|
-9.79% (-147,875)
|
-0.87%
|
|
2025 Q4
|
9.24%
|
1,509,740
|
$339.32
|
$512,288,000
|
+6.51% (+92,274)
|
+0.56%
|
|
2025 Q3
|
9.00%
|
1,417,466
|
$350.28
|
$496,513,768
|
+13.85% (+172,479)
|
+1.1%
|
|
2025 Q2
|
7.68%
|
1,244,987
|
$349.93
|
$435,661,452
|
-6.30% (-83,745)
|
-0.55%
|
|
2025 Q1
|
9.07%
|
1,328,732
|
$363.38
|
$482,832,099
|
+35.76% (+350,019)
|
+2.39%
|
|
2024 Q4
|
5.93%
|
978,713
|
$362.48
|
$354,767,720
|
+279.14% (+720,572)
|
+4.37%
|
|
2024 Q3
|
1.69%
|
258,141
|
$391.83
|
$101,147,388
|
new
|
+1.69%
|
|
2020 Q2
|
0.00%
|
$192.42
|
-100% (-503,105)
|
|||
|
2020 Q1
|
1.00%
|
$192.42
|
-50.69% (-517,179)
|
|||
|
2019 Q4
|
2.17%
|
$276.84
|
-8.59% (-95,879)
|
|||
|
2019 Q3
|
2.51%
|
$266.09
|
-1.16% (-13,153)
|
|||
|
2019 Q2
|
2.48%
|
$247.18
|
-14.28% (-188,145)
|
|||
|
2019 Q1
|
2.45%
|
$215.96
|
-8.47% (-121,916)
|
|||
|
2018 Q4
|
2.89%
|
$217.76
|
-23.10% (-432,354)
|
|||
|
2018 Q3
|
3.12%
|
$228.47
|
+2.24% (+41,009)
|
|||
|
2018 Q2
|
3.26%
|
$230.48
|
+24.78% (+363,518)
|
|||
|
2018 Q1
|
3.04%
|
$256.82
|
+1.62% (+23,326)
|
|||
|
2017 Q4
|
2.62%
|
$221.26
|
+0.59% (+8,517)
|
|||
|
2017 Q3
|
2.81%
|
$228.39
|
-4.18% (-62,596)
|
|||
|
2017 Q2
|
3.40%
|
$254.59
|
-3.98% (-62,074)
|
|||
|
2017 Q1
|
3.15%
|
$233.81
|
-21.26% (-421,229)
|
|||
|
2016 Q4
|
3.82%
|
$216.40
|
-4.26% (-88,158)
|
|||
|
2016 Q3
|
3.61%
|
$189.97
|
+5.60% (+109,697)
|
|||
|
2016 Q2
|
3.52%
|
$182.67
|
+3.25% (+61,767)
|
|||
|
2016 Q1
|
3.37%
|
$197.43
|
-4.44% (-88,266)
|
|||
|
2015 Q4
|
3.38%
|
$183.09
|
-1.98% (-40,154)
|
|||
|
2015 Q3
|
3.40%
|
$173.34
|
+4.47% (+86,654)
|
|||
|
2015 Q2
|
3.34%
|
$182.01
|
-7.45% (-156,177)
|
|||
|
2015 Q1
|
3.27%
|
$156.87
|
-4.94% (-108,893)
|
|||
|
2014 Q4
|
4.25%
|
$170.30
|
+20.94% (+381,734)
|
|||
|
2014 Q3
|
4.27%
|
$164.66
|
+19.26% (+294,358)
|
|||
|
2014 Q2
|
3.63%
|
$160.49
|
-12.32% (-214,706)
|
|||
|
2014 Q1
|
4.72%
|
$153.05
|
+25.87% (+358,325)
|
|||
|
2013 Q4
|
4.53%
|
$155.87
|
+26.03% (+286,056)
|
|||
|
2013 Q3
|
4.88%
|
$145.41
|
+32.13% (+267,221)
|
|||
|
2013 Q2
|
4.68%
|
$128.26
|
new or own*
|
|||
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.