Everest Group Ltd is a Bermuda-based reinsurance and insurance organization. It operates in the Reinsurance and Insurance business. It is a financial services institution focused on diversifying its portfolio and geographic presence. Through direct and indirect subsidiaries operating in the U.S. and internationally. The Insurance operation writes property and casualty insurance directly and through brokers, surplus lines brokers, and general agents within the U.S., Bermuda, Canada, Europe, and South America. The Company conducts business through two reportable segments, Reinsurance and Insurance.
The chart shows the growth of an initial investment of $10,000 in Everest Group, Ltd., comparing it to the performance of the S&P 500 index.
All prices have been adjusted for splits and dividends.
Everest Group, Ltd. (EG) has returned -3.28% so far this year and -0.63% over the past 12 months. Looking at the last ten years, EG has achieved an annualized return of -0.67%, underperforming the Benchmark (SPY), which averaged 12.23% per year.
The table below presents the monthly returns of Everest Group, Ltd. (EG) with color gradation from worst to best to easily spot seasonal factors.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -2.04% | 2.08% | -2.34% | 0.69% | ||||||||
| 2025 | -4.84% | 2.59% | 2.14% | -1.50% | 6.83% | -1.19% | -1.27% | 2.11% | 2.55% | -10.48% | 0.78% | 7.99% |
| 2024 | 8.44% | -3.47% | 7.87% | -7.46% | 6.63% | -2.55% | 2.08% | 1.88% | 0.13% | -8.87% | 9.58% | -6.63% |
| 2023 | 3.06% | -0.15% | 2.29% | 6.33% | 3.15% | -13.60% |
The charts below present risk-adjusted performance metrics for Everest Group, Ltd. (EG) and compare them to a Benchmark (SPY). These indicators evaluate an investment's returns against its associated risks.
The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.
These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns.
The chart below shows the rolling Sharpe ratio of EG compared to the benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.
The current Everest Group, Ltd. volatility is 1.11%, representing the standart deviation of percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
The Drawdowns chart displays portfolio losses from any high point along the way. It shows the maximum percentage drop from a peak to a trough over a specified period, indicating the risk of significant losses.
Although chart shows positive values, it represents the percentage drop from the peak, so a value of 10% means the portfolio has dropped 10% from its highest point.
The income statement provides a summary of a company's revenues, expenses, and profits over a specific period. It shows how much money the company earned (revenues) and how much it spent (expenses), leading to the net income or profit. This statement is crucial for understanding a company's financial performance and profitability.
| 2025 | 2023 | |
|---|---|---|
| Liabilities And Equity (USD) | 62.51B | 49.40B |
| Equity Attributable To Parent (USD) | 15.46B | 13.20B |
| Equity Attributable To Noncontrolling Interest (USD) | - | - |
| Equity (USD) | 15.46B | 13.20B |
| Noncurrent Liabilities (USD) | - | - |
| Current Liabilities (USD) | 47.05B | 36.20B |
| Liabilities (USD) | 47.05B | 36.20B |
| Noncurrent Assets (USD) | - | - |
| Other Current Assets (USD) | - | 49.09B |
| Cash (USD) | - | 308.00M |
| Current Assets (USD) | 62.51B | 49.40B |
| Assets (USD) | 62.51B | 49.40B |
Wawanesa Mutual Insurance Company has agreed to acquire Everest Insurance Company of Canada, the Canadian retail insurance operations of Everest Group. The acquisition will add approximately $305 million in annual commercial lines premiums (a 30% increase) and strengthen Wawanesa's commercial insurance portfolio with specialty products including cyber, aviation, and marine insurance. The transaction is expected to close in Q4 2026, subject to regulatory approvals.
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