EG
EVEREST GROUP LTD
EVEREST GROUP LTD historical holders
total: 6
Causeway Capital Management EVEREST GROUP LTD transactions over time
- Total transactions:
- 3
- New positions:
- 1
- Added:
- 2
- Held since:
- 2025 Q3
- Held for:
- 3 quarters
- Latest activity:
- 2026 Q1
Sarah Ketterer has been an institutional investor in EVEREST GROUP LTD (EG) since 2025 Q3. According to 2026 Q1 report, Sarah Ketterer holds 250,008 shares with a market value of roughly $81.72M representing 1.00% of their equity portfolio. The fund/company first acquired EG in 2025 Q3, initially purchasing 175,686 shares. Since the initial investment, Causeway Capital Management has made 2 more transactions in this position.
Does Sarah Ketterer still hold EG?
Yes, Sarah Ketterer continues to hold EVEREST GROUP LTD (EG). According to their 2026 Q1 report, they maintain a position of 250,008 shares valued at approximately $81.72M, representing 1.00% of their equity portfolio.
When did Sarah Ketterer first invest in EG?
Sarah Ketterer first invested in EVEREST GROUP LTD (EG) in 2025 Q3 at the reported quarter-end price of $350.23 per share, acquiring 175,686 shares in their initial purchase.
What is Sarah Ketterer's average cost basis for EG?
Based on historical transaction data, Sarah Ketterer's estimated cost basis for EVEREST GROUP LTD (EG) is approximately $346.42 per share. This represents their average reported price* across all buy transactions.
Estimated cost basis*
- Weighted AVG buy price:
- $346.42
EG transactions history by Causeway Capital Management
3 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q1
|
1.00%
|
250,008
|
$326.85
|
$81,715,292
|
+4.80% (+11,450)
|
+0.05%
|
|
2025 Q4
|
1.11%
|
238,558
|
$339.35
|
$80,954,840
|
+35.79% (+62,872)
|
+0.29%
|
|
2025 Q3
|
0.81%
|
175,686
|
$350.23
|
$61,530,564
|
new
|
+0.81%
|
* 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.