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Vanguard Portfolio Management discloses 5.39% stake in Everest Group Ltd (EG)

Filing Impact
(Moderate)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G

Rhea-AI Filing Summary

Everest Group Ltd reports that Vanguard Portfolio Management beneficially owns 2,180,240 shares of Common Stock, representing 5.39% of the class as of 03/31/2026. The filing states Vanguard Portfolio Management has sole dispositive power over 2,180,240 shares and sole voting power over 12,150 shares. The disclosure attributes holdings to Vanguard Portfolio Management LLC and specified affiliates.

Positive

  • None.

Negative

  • None.

Insights

Large passive stake disclosure by a major asset manager; neutral ownership signal.

Vanguard Portfolio Management reports beneficial ownership of 2,180,240 shares or 5.39% as of 03/31/2026. The record shows sole dispositive power, indicating control over sale decisions while voting power is small relative to economic exposure.

Holdings appear aggregated across funds and managed accounts per the filing language; subsequent filings or amendments would show whether this position changes materially.

Disclosure follows Schedule 13G mechanics; governance impact is limited unless voting power rises.

The filing cites reliance on SEC Release No. 34-39538 for aggregation across affiliates and fund sleeves. Sole voting power is stated as 12,150 shares, so voting influence is small versus economic ownership.

Monitor future amendments or Form 13D if active intentions or increased voting control are declared.

Beneficial Ownership 2,180,240 shares as of 03/31/2026
Percent of Class 5.39% as of 03/31/2026
Sole Dispositive Power 2,180,240 shares reported in Item 4(a)(iii)
Sole Voting Power 12,150 shares reported in Item 4(a)(i)
Filing Signature Date 04/28/2026 signed by Ashley Grim
beneficially owned regulatory
"this reflects the securities beneficially owned, or deemed to be beneficially owned, by Vanguard Portfolio Management"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
sole dispositive power regulatory
"Sole power to dispose or to direct the disposition of: 2180240"
Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.
Schedule 13G regulatory
"Item 1. (a) Name of issuer: Everest Group Ltd"
A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.





G3223R108

(CUSIP Number)
03/31/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G




Comment for Type of Reporting Person: In accordance with SEC Release No. 34-39538 (January 12, 1998), this Schedule 13G reflects the securities beneficially owned, or deemed to be beneficially owned, by Vanguard Portfolio Management LLC and the following affiliates of Vanguard Portfolio Management LLC or business divisions of such affiliates: Vanguard Fiduciary Trust Company and Vanguard Global Advisers, LLC. This Schedule 13G includes securities held by Vanguard funds, or sleeves thereof, over which Vanguard Portfolio Management LLC exercises dispositive power, in addition to securities held by clients over which the affiliates or business divisions of such affiliates indicated above exercise dispositive and/or voting power. This Schedule 13G does not include securities, if any, beneficially owned by other subsidiaries or affiliates of Vanguard Portfolio Management LLC, or business divisions of such subsidiaries whose ownership of securities is disaggregated from that of the reporting business unit in accordance with such release.


SCHEDULE 13G



Vanguard Portfolio Management
Signature:Ashley Grim
Name/Title:Head of Global Fund Administration
Date:04/28/2026

FAQ

What stake does Vanguard Portfolio Management report in Everest Group Ltd (EG)?

Vanguard Portfolio Management reports beneficial ownership of 2,180,240 shares representing 5.39% of the class as of 03/31/2026. The filing lists sole dispositive power for all 2,180,240 shares and sole voting power for 12,150 shares.

Does the Schedule 13G filing show Vanguard has voting control of EG?

No; the filing shows sole voting power of 12,150 shares, which is small relative to the 2,180,240 shares beneficially owned. The document therefore indicates limited voting influence despite economic ownership.

Which entities are included in Vanguard's ownership statement?

The filing attributes holdings to Vanguard Portfolio Management LLC and affiliates, including Vanguard Fiduciary Trust Company and Vanguard Global Advisers, LLC, and includes securities held by Vanguard funds and managed accounts per the release cited.

When was this beneficial ownership reported and who signed the filing?

The ownership position is reported as of 03/31/2026 and the Schedule 13G was signed by Ashley Grim, Head of Global Fund Administration, on 04/28/2026.