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CHARLES SCHWAB INVESTMENT MANAGEMENT INC

Position in EG — Everest Group, Ltd.

CIK 884546 SAN FRANCISCO, CA

Position in EG

as of Mar 31, 2026 · filed May 15, 2026
Position Value
$115,967,687
-$1,156,250 QoQ
Shares Held
354,804
+2.8% QoQ
Ownership
0.897%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority Sole 99.9881624784388.ToString("F0")% Shared 0.ToString("F0")% None 0.011837521561199988.ToString("F0")%

Common Shares in EG Over Time

Shares Held

Position Value (USD)

Position in Insurance - Reinsurance

Financial Services · as of Mar 31, 2026

CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $319,430,914 across 6 Insurance - Reinsurance names. EG ranks #1 (36.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 EG
Everest Group, Ltd.
This page
354,804 $115,967,687

All Filings in EG

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25 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $115,967,687 354,804
2025-12-31 $117,123,937 345,142
2025-09-30 $120,294,198 343,472
2025-06-30 $132,694,092 390,449
2025-03-31 $140,241,383 385,989
2024-12-31 $137,769,233 380,095
2024-09-30 $150,094,399 383,060
2024-06-30 $147,359,866 386,751
2024-03-31 $153,804,675 386,930
2023-12-31 $133,524,890 377,637
2023-09-30 $136,584,264 367,488
2023-06-30 $116,266,927 340,101
2023-03-31 $112,862,582 315,241
2022-12-31 $104,111,535 314,280
2022-09-30 $80,616,581 307,181
2022-06-30 $84,857,853 302,761
2022-03-31 $90,391,396 299,925
2021-12-31 $80,099,960 292,421
2021-09-30 $72,246,708 288,088
2021-06-30 $71,065,307 281,994
2021-03-31 $67,922,242 274,090
2020-12-31 $62,802,835 268,285
2020-09-30 $52,568,949 266,118
2020-06-30 $58,156,235 282,038
2020-03-31 $55,379,438 287,805