• Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • AI SuperconnectorNEW
  • Settings
  • RSS Feeds
Quantisnow Logo
  • Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • AI SuperconnectorNEW
  • Settings
  • RSS Feeds
PublishGo to AppAI Superconnector
    Quantisnow Logo

    © 2025 quantisnow.com
    Democratizing insights since 2022

    Services
    Live news feedsRSS FeedsAlertsPublish with Us
    Company
    AboutQuantisnow PlusContactJobsAI superconnector for talent & startupsNEWLLM Arena
    Legal
    Terms of usePrivacy policyCookie policy

    SEC Form SC 13G filed by Everest Group Ltd.

    11/8/24 10:34:33 AM ET
    $EG
    Property-Casualty Insurers
    Finance
    Get the next $EG alert in real time by email
    SC 13G 1 SEC13G_Filing.htm SEC SCHEDULE 13G

    UNITED STATES
    SECURITIES AND EXCHANGE COMMISSION
    Washington, D.C. 20549

    SCHEDULE 13G

    Under the Securities Exchange Act of 1934

    (Amendment No. _ )*

                

    Everest Group, Ltd.


    (Name of Issuer)

    Common Stock


    (Title of Class of Securities)

    G3223R108


    (CUSIP Number)

    September 30, 2024


    (Date of Event Which Requires Filing of this Statement)

    Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

    [X] Rule 13d-1(b)
    [ ] Rule 13d-1(c)
    [ ] Rule 13d-1(d)

    * The remainder of this cover page shall be filled out for a reporting person's initial filing on this form with respect to the subject class of securities, and for any subsequent amendment containing information which would alter the disclosures provided in a prior cover page.

    The information required in the remainder of this cover page shall not be deemed to be "filed" for the purpose of Section 18 of the Securities Exchange Act of 1934 (the "Act") or otherwise subject to the liabilities of that section of the Act, but shall be subject to all other provisions of the Act (however, see the Notes.)


    CUSIP No. G3223R108

    1. NAMES OF REPORTING PERSONS

    Wellington Management Group LLP
    2. CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP

    (a) [ ]
    (b) [ ]
    3. SEC USE ONLY
    4. CITIZENSHIP OR PLACE OF ORGANIZATION

    Massachusetts

    NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH

    5. SOLE VOTING POWER 0
    6. SHARED VOTING POWER 1,890,312
    7. SOLE DISPOSITIVE POWER 0
    8. SHARED DISPOSITIVE POWER 2,205,670
    9. AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON

    2,205,670
    10. CHECK IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES

    [ ]
    11. PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9)

    5.10%
    12. TYPE OF REPORTING PERSON

    HC


    CUSIP No. G3223R108

    1. NAMES OF REPORTING PERSONS

    Wellington Group Holdings LLP
    2. CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP

    (a) [ ]
    (b) [ ]
    3. SEC USE ONLY
    4. CITIZENSHIP OR PLACE OF ORGANIZATION

    Delaware

    NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH

    5. SOLE VOTING POWER 0
    6. SHARED VOTING POWER 1,890,312
    7. SOLE DISPOSITIVE POWER 0
    8. SHARED DISPOSITIVE POWER 2,205,670
    9. AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON

    2,205,670
    10. CHECK IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES

    [ ]
    11. PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9)

    5.10%
    12. TYPE OF REPORTING PERSON

    HC


    CUSIP No. G3223R108

    1. NAMES OF REPORTING PERSONS

    Wellington Investment Advisors Holdings LLP
    2. CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP

    (a) [ ]
    (b) [ ]
    3. SEC USE ONLY
    4. CITIZENSHIP OR PLACE OF ORGANIZATION

    Delaware

    NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH

    5. SOLE VOTING POWER 0
    6. SHARED VOTING POWER 1,890,312
    7. SOLE DISPOSITIVE POWER 0
    8. SHARED DISPOSITIVE POWER 2,205,670
    9. AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON

    2,205,670
    10. CHECK IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES

    [ ]
    11. PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9)

    5.10%
    12. TYPE OF REPORTING PERSON

    HC

    Item 1.
    (a) Name of Issuer
    Everest Group, Ltd.
    (b) Address of Issuer's Principal Executive Offices
    141 Front Street, Seon Place
    4th Floor, PO Box HM 845
    Hamilton D0 HM 19
    Item 2.
    (a) Name of Person Filing
    Wellington Management Group LLP
    Wellington Group Holdings LLP
    Wellington Investment Advisors Holdings LLP
    (b) Address of Principal Business Office or, if None, Residence
    c/o Wellington Management Company LLP
    280 Congress Street
    Boston, MA 02210
    (c) Citizenship
    Wellington Management Group LLP - Massachusetts
    Wellington Group Holdings LLP - Delaware
    Wellington Investment Advisors Holdings LLP - Delaware
    (d) Title of Class of Securities
    Common Stock
    (e) CUSIP Number
    G3223R108
    Item 3. If This Statement is Filed Pursuant to Rule 13d-1(b), or 13d-2(b) or (c), Check Whether the Person Filing is a:
    (a) [ ] Broker or dealer registered under Section 15 of the Act (15 U.S.C. 78o).
    (b) [ ] Bank as defined in Section 3(a)(6) of the Act (15 U.S.C. 78c).
    (c) [ ] Insurance Company as defined in Section 3(a)(19) of the Act (15 U.S.C. 78c).
    (d) [ ] Investment Company registered under Section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8).
    (e) [ ] An investment adviser in accordance with Rule 240.13d-1(b)(1)(ii)(E);
    (f) [ ] An employee benefit plan or endowment fund in accordance with Rule 240.13d-1(b)(1)(ii)(F);
    (g) [X] A parent holding company or control person in accordance with Rule 240.13d-1(b)(1)(ii)(G);
    (h) [ ] A savings association as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
    (i) [ ] A church plan that is excluded from the definition of an investment company under Section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
    (j) [ ] Group, in accordance with Rule 240.13d-1(b)(1)(ii)(J).
    If this statement is filed pursuant to Rule 13d-1(c), check this box [ ]
    Item 4. Ownership.
    Provide the following information regarding the aggregate number and percentage of the class of securities of the issuer identified in Item 1.
    (a) Amount Beneficially Owned:
    See the responses to Item 9 on the attached cover pages.
    (b) Percent of Class:
    See the responses to Item 11 on the attached cover pages.
    (c) Number of shares as to which such person has:
    (i) sole power to vote or to direct the vote 0
    (ii) shared power to vote or to direct the vote See the responses to Item 6 on the attached cover pages.
    (iii) sole power to dispose or to direct the disposition of 0
    (iv) shared power to dispose or to direct the disposition of See the responses to Item 8 on the attached cover pages.
    Item 5. Ownership of Five Percent or Less of Class.
    If this statement is being filed to report the fact that as of the date hereof the reporting person has ceased to be the beneficial owner of more than five percent of the class of securities, check the following: [ ]
    Item 6. Ownership of More than Five Percent on Behalf of Another Person.
    The securities as to which this Schedule is filed are owned of record by clients of one or more investment advisers identified in Item 7 directly or indirectly owned by Wellington Management Group LLP. Those clients have the right to receive, or the power to direct the receipt of, dividends from, or the proceeds from the sale of, such securities. No such client is known to have such right or power with respect to more than five percent of this class of securities, except as follows:

    Not Applicable.
    Item 7. Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company.
    Pursuant to the instructions in Item 7 of Schedule 13G, the following lists the identity and Item 3 classification of each relevant entity that beneficially owns shares of the security class being reported on this Schedule 13G.

    Wellington Group Holdings LLP – HC
    Wellington Investment Advisors LLP – HC
    Wellington Management Global Holdings, Ltd. - HC

    One or more of the following investment advisers (the “Wellington Investment Advisers”):

    Wellington Management Company LLP – IA
    Wellington Management Canada LLC – IA
    Wellington Management Singapore Pte Ltd – IA
    Wellington Management Hong Kong Ltd – IA
    Wellington Management International Ltd – IA
    Wellington Management Japan Pte Ltd – IA
    Wellington Management Australia Pty Ltd - IA

    The securities as to which this Schedule is filed by Wellington Management Group LLP, as parent holding company of certain holding companies and the Wellington Investment Advisers, are owned of record by clients of the Wellington Investment Advisers. Wellington Investment Advisors Holdings LLP controls directly, or indirectly through Wellington Management Global Holdings, Ltd., the Wellington Investment Advisers. Wellington Investment Advisors Holdings LLP is owned by Wellington Group Holdings LLP. Wellington Group Holdings LLP is owned by Wellington Management Group LLP.
    Item 8. Identification and Classification of Members of the Group.

    Not Applicable.
    Item 9. Notice of Dissolution of Group.

    Not Applicable.
    Item 10. Certification.

    By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect.

    SIGNATURE

    After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

    By: Wellington Management Group LLP
    By: /s/ Taisia Lowe
    Name: Taisia Lowe
    Title: Regulatory Analyst
    Date: November 14,2024

    By: Wellington Group Holdings LLP
    By: /s/ Taisia Lowe
    Name: Taisia Lowe
    Title: Regulatory Analyst
    Date: November 14,2024

    By: Wellington Investment Advisors Holdings LLP
    By: /s/ Taisia Lowe
    Name: Taisia Lowe
    Title: Regulatory Analyst
    Date: November 14,2024

    Get the next $EG alert in real time by email

    Crush Q3 2025 with the Best AI Superconnector

    Stay ahead of the competition with Standout.work - your AI-powered talent-to-startup matching platform.

    AI-Powered Inbox
    Context-aware email replies
    Strategic Decision Support
    Get Started with Standout.work

    Recent Analyst Ratings for
    $EG

    DatePrice TargetRatingAnalyst
    10/29/2025Underperform → Peer Perform
    Wolfe Research
    9/22/2025$375.00Strong Buy → Outperform
    Raymond James
    9/16/2025$287.00Underperform
    Wolfe Research
    8/13/2025$368.00Neutral
    Cantor Fitzgerald
    8/13/2025$362.00Neutral
    Citigroup
    6/20/2025$425.00Buy
    Janney
    4/11/2025$415.00Hold → Buy
    Jefferies
    2/5/2025$425.00 → $340.00Overweight → Equal-Weight
    Morgan Stanley
    More analyst ratings

    $EG
    Analyst Ratings

    Analyst ratings in real time. Analyst ratings have a very high impact on the underlying stock. See them live in this feed.

    View All

    Everest Group upgraded by Wolfe Research

    Wolfe Research upgraded Everest Group from Underperform to Peer Perform

    10/29/25 7:49:07 AM ET
    $EG
    Property-Casualty Insurers
    Finance

    Everest Group downgraded by Raymond James with a new price target

    Raymond James downgraded Everest Group from Strong Buy to Outperform and set a new price target of $375.00

    9/22/25 8:21:59 AM ET
    $EG
    Property-Casualty Insurers
    Finance

    Wolfe Research initiated coverage on Everest Group with a new price target

    Wolfe Research initiated coverage of Everest Group with a rating of Underperform and set a new price target of $287.00

    9/16/25 8:06:28 AM ET
    $EG
    Property-Casualty Insurers
    Finance

    $EG
    Press Releases

    Fastest customizable press release news feed in the world

    View All

    AIG to Acquire Renewal Rights for a Majority of Everest Group's Retail Insurance Portfolios Worldwide

    $2 billion of aggregate premium supports EPS and Return on Equity expansion American International Group, Inc. (NYSE:AIG) today announced that it has entered into definitive agreements to acquire the renewal rights for a majority of Everest Group Ltd.'s (NYSE:EG) retail insurance portfolios worldwide, representing in aggregate approximately $2 billion of premium. Exposure to all liabilities will remain with Everest, who will also continue to administer claims with respect to its policies. "We expect these renewal rights transactions to drive incremental growth in our general insurance portfolio, and we will be able to write these policies within our existing balance sheet with no increm

    10/27/25 4:16:00 PM ET
    $AIG
    $EG
    Life Insurance
    Finance
    Property-Casualty Insurers

    Everest Reports Third Quarter 2025 Results

    Annualized Total Shareholder Return of 12.3% Sharpened focus on core business with renewal rights sale of retail commercial insurance business Reduced future volatility with $1.2 billion ADC, attaching over strengthened reserve balance Everest Group, Ltd. (NYSE:EG), a global underwriting leader providing best-in-class property, casualty, and specialty reinsurance and insurance solutions, today reported its third quarter 2025 results. Third Quarter 2025 Highlights Net income of $255 million, equal to $6.09 per diluted share versus third quarter 2024 net income of $509 million, equal to $11.80 per diluted share Net operating income of $316 million, equal to $7.54 per diluted sha

    10/27/25 4:15:00 PM ET
    $EG
    Property-Casualty Insurers
    Finance

    Everest Announces Agreement to Sell Retail Commercial Insurance Renewal Rights to AIG

    Jason Keen Appointed to Lead Everest's Global Wholesale and Specialty Insurance Business Everest Group, Ltd. ("Everest" or "the Company") (NYSE:EG), a global specialty reinsurance and insurance leader, today announced that it has entered into definitive agreements to sell the renewal rights for its Global Retail Commercial Insurance business to American International Group, Inc. (NYSE:AIG). The transactions sharpen Everest's focus on its core global Reinsurance business as well as its Global Wholesale and Specialty Insurance businesses, and positions Everest for strong performance across market cycles. As part of these transactions, AIG will obtain all the rights to renew Everest's U.S.

    10/27/25 4:14:00 PM ET
    $AIG
    $EG
    Life Insurance
    Finance
    Property-Casualty Insurers

    $EG
    Insider Trading

    Insider transactions reveal critical sentiment about the company from key stakeholders. See them live in this feed.

    View All

    Director Galtney William F Jr bought $3,499,521 worth of shares (11,385 units at $307.38) (SEC Form 4)

    4 - EVEREST GROUP, LTD. (0001095073) (Issuer)

    10/30/25 4:00:40 PM ET
    $EG
    Property-Casualty Insurers
    Finance

    Director Levine Allan bought $948,848 worth of shares (3,100 units at $306.08), increasing direct ownership by 294% to 4,153 units (SEC Form 4)

    4 - EVEREST GROUP, LTD. (0001095073) (Issuer)

    10/30/25 4:01:46 PM ET
    $EG
    Property-Casualty Insurers
    Finance

    Director Levine Allan was granted 88 shares, increasing direct ownership by 9% to 1,053 units (SEC Form 4)

    4 - EVEREST GROUP, LTD. (0001095073) (Issuer)

    10/3/25 4:25:49 PM ET
    $EG
    Property-Casualty Insurers
    Finance

    $EG
    SEC Filings

    View All

    SEC Form 10-Q filed by Everest Group Ltd.

    10-Q - EVEREST GROUP, LTD. (0001095073) (Filer)

    10/31/25 4:21:09 PM ET
    $EG
    Property-Casualty Insurers
    Finance

    Everest Group Ltd. filed SEC Form 8-K: Entry into a Material Definitive Agreement, Financial Statements and Exhibits

    8-K - EVEREST GROUP, LTD. (0001095073) (Filer)

    10/28/25 4:18:41 PM ET
    $EG
    Property-Casualty Insurers
    Finance

    Everest Group Ltd. filed SEC Form 8-K: Entry into a Material Definitive Agreement, Financial Statements and Exhibits

    8-K - EVEREST GROUP, LTD. (0001095073) (Filer)

    10/27/25 4:23:17 PM ET
    $EG
    Property-Casualty Insurers
    Finance

    $EG
    Insider Purchases

    Insider purchases reveal critical bullish sentiment about the company from key stakeholders. See them live in this feed.

    View All

    Director Galtney William F Jr bought $3,499,521 worth of shares (11,385 units at $307.38) (SEC Form 4)

    4 - EVEREST GROUP, LTD. (0001095073) (Issuer)

    10/30/25 4:00:40 PM ET
    $EG
    Property-Casualty Insurers
    Finance

    Director Levine Allan bought $948,848 worth of shares (3,100 units at $306.08), increasing direct ownership by 294% to 4,153 units (SEC Form 4)

    4 - EVEREST GROUP, LTD. (0001095073) (Issuer)

    10/30/25 4:01:46 PM ET
    $EG
    Property-Casualty Insurers
    Finance

    President and CEO Williamson James Allan bought $337,970 worth of shares (1,000 units at $337.97), increasing direct ownership by 4% to 25,618 units (SEC Form 4)

    4 - EVEREST GROUP, LTD. (0001095073) (Issuer)

    6/13/25 4:47:59 PM ET
    $EG
    Property-Casualty Insurers
    Finance

    $EG
    Financials

    Live finance-specific insights

    View All

    Everest Reports Third Quarter 2025 Results

    Annualized Total Shareholder Return of 12.3% Sharpened focus on core business with renewal rights sale of retail commercial insurance business Reduced future volatility with $1.2 billion ADC, attaching over strengthened reserve balance Everest Group, Ltd. (NYSE:EG), a global underwriting leader providing best-in-class property, casualty, and specialty reinsurance and insurance solutions, today reported its third quarter 2025 results. Third Quarter 2025 Highlights Net income of $255 million, equal to $6.09 per diluted share versus third quarter 2024 net income of $509 million, equal to $11.80 per diluted share Net operating income of $316 million, equal to $7.54 per diluted sha

    10/27/25 4:15:00 PM ET
    $EG
    Property-Casualty Insurers
    Finance

    Everest Announces Agreement to Sell Retail Commercial Insurance Renewal Rights to AIG

    Jason Keen Appointed to Lead Everest's Global Wholesale and Specialty Insurance Business Everest Group, Ltd. ("Everest" or "the Company") (NYSE:EG), a global specialty reinsurance and insurance leader, today announced that it has entered into definitive agreements to sell the renewal rights for its Global Retail Commercial Insurance business to American International Group, Inc. (NYSE:AIG). The transactions sharpen Everest's focus on its core global Reinsurance business as well as its Global Wholesale and Specialty Insurance businesses, and positions Everest for strong performance across market cycles. As part of these transactions, AIG will obtain all the rights to renew Everest's U.S.

    10/27/25 4:14:00 PM ET
    $AIG
    $EG
    Life Insurance
    Finance
    Property-Casualty Insurers

    Everest Secures $1.2 Billion Adverse Development Cover

    Covers future adverse reserve development on Everest's North American Insurance portfolio for years 2024 and prior Everest Group, Ltd. (NYSE:EG) ("Everest"), a global underwriting leader providing best-in-class property, casualty, and specialty reinsurance and insurance solutions, today announced it has entered into an adverse development reinsurance agreement, effective October 1, 2025, supported by Longtail Re, an affiliate of Stone Ridge Holdings Group ("Stone Ridge"). The agreement provides $1.2 billion of gross limit protection against future adverse reserve development arising from substantially all insurance policies written by Everest Insurance's® North American business for acc

    10/27/25 4:13:00 PM ET
    $EG
    Property-Casualty Insurers
    Finance

    $EG
    Leadership Updates

    Live Leadership Updates

    View All

    Everest Appoints Anthony Vidovich as Executive Vice President and General Counsel

    Experienced insurance executive and trusted advisor joins Everest's leadership team to support its long-term strategy Everest Group, Ltd. (NYSE:EG), a global underwriting leader providing world-class property, casualty, and specialty reinsurance and insurance solutions, today announced the appointment of Anthony Vidovich as Executive Vice President and General Counsel, effective on or before January 5, 2026. Mr. Vidovich will report to Jim Williamson, Everest's President and Chief Executive Officer, and will join the Company's Executive Leadership Team. He succeeds Ricardo Anzaldua, who, as previously announced, will retire following a transition period to ensure a seamless handover of

    10/16/25 4:15:00 PM ET
    $EG
    Property-Casualty Insurers
    Finance

    Everest Announces Ricardo Anzaldua Plans to Retire as General Counsel

    Everest Group, Ltd. (NYSE:EG), a global underwriting leader providing best-in-class property, casualty, and specialty reinsurance and insurance solutions, today reported that Ricardo Anzaldua, EVP and General Counsel has announced his intention to retire in the coming months. The Company has commenced a search to identify a successor. In the interim, Mr. Anzaldua will continue to serve as General Counsel to assist in a seamless transition. "On behalf of the Board of Directors and Everest's leadership team, I want to express my sincere gratitude to Ricardo for his exceptional support and leadership. His expertise across the regulatory, governance and legal landscape has been instrumental i

    9/24/25 4:15:00 PM ET
    $EG
    Property-Casualty Insurers
    Finance

    Everest Expands Board of Directors with Appointment of Laura Hay

    Everest Group, Ltd. (NYSE:EG), a global underwriting leader providing best-in-class property, casualty, and specialty reinsurance and insurance solutions, today announced the appointment of Laura Hay as an independent, non-executive member of its Board of Directors. "Laura brings an unprecedented level of experience dealing with the complex risk, regulatory, capital market and accounting issues inherent in a global insurance platform," said John Graf, Everest Chairman. "She will be an integral part of the Board's active engagement with management as Jim and the team move Everest forward." Ms. Hay brings more than three decades of leadership in insurance, financial services, and global a

    8/20/25 4:15:00 PM ET
    $EG
    Property-Casualty Insurers
    Finance

    $EG
    Large Ownership Changes

    This live feed shows all institutional transactions in real time.

    View All

    SEC Form SC 13G filed by Everest Group Ltd.

    SC 13G - EVEREST GROUP, LTD. (0001095073) (Subject)

    11/8/24 10:34:33 AM ET
    $EG
    Property-Casualty Insurers
    Finance