MASSACHUSETTS FINANCIAL SERVICES CO /MA/

Position in EG — Everest Group, Ltd.

CIK 912938 Boston, MA

Back to EG Full portfolio

Position in EG

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$344,639,425

+$95,448,990 QoQ

Shares Held

964,755

+26.5% QoQ

Ownership

2.52%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#11

of 683 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 53% Shared 42% None 5%

Common Shares in EG Over Time

Shares Held

Position Value (USD)

Position in Insurance - Reinsurance

Financial Services · as of Jun 30, 2026

MASSACHUSETTS FINANCIAL SERVICES CO /MA/ holds $470,700,974 across 2 Insurance - Reinsurance names. EG ranks #1 (73.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	EG	Everest Group, Ltd. This page	964,755	$344,639,425
2	RNR	Renaissancere Holdings Ltd	397,796	$126,061,549

All Filings in EG

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$344,639,425	964,755	+26.5%	Shares	Defined	2026-08-03
2026-03-31	$249,190,435	762,400	+18.1%	Shares	Sole	2026-05-14
2025-12-31	$219,041,938	645,475	-1.0%	Shares	Sole	2026-01-22
2025-09-30	$228,417,901	652,194	+4.8%	Shares	Sole	2025-10-29
2025-06-30	$211,593,326	622,608	+12.6%	Shares	Sole	2025-08-08
2025-03-31	$200,911,315	552,972	+11.4%	Shares	Sole	2025-05-02
2024-12-31	$179,983,861	496,562	+1.2%	Shares	Sole	2025-02-12
2024-09-30	$192,267,451	490,691	+6.6%	Shares	Sole	2024-11-12
2024-06-30	$175,357,975	460,233	-0.8%	Shares	Sole	2024-08-09
2024-03-31	$184,390,312	463,875	-0.7%	Shares	Sole	2024-05-14
2023-12-31	$165,242,781	467,342	-11.8%	Shares	Sole	2024-02-08
2023-09-30	$196,866,906	529,682	-11.4%	Shares	Sole	2023-11-08
2023-06-30	$204,316,045	597,660	-35.9%	Shares	Sole	2023-08-09
2023-03-31	$333,899,831	932,629	-9.1%	Shares	Sole	2023-05-10
2022-12-31	$339,928,401	1,026,137	-3.5%	Shares	Sole	2023-02-13
2022-09-30	$279,056,123	1,063,314	+0.0%	Shares	Sole	2022-11-09
2022-06-30	$297,901,202	1,062,870	-0.3%	Shares	Sole	2022-08-09
2022-03-31	$321,444,973	1,066,577	-0.8%	Shares	Sole	2022-05-11
2021-12-31	$294,508,920	1,075,164	+1.7%	Shares	Sole	2022-02-10
2021-09-30	$265,054,895	1,056,922	+16.7%	Shares	Sole	2021-11-10
2021-06-30	$228,181,695	905,447	+4.6%	Shares	Sole	2021-08-13
2021-03-31	$214,565,294	865,846	+9.5%	Shares	Sole	2021-05-13
2020-12-31	$185,084,426	790,655	-1.0%	Shares	Sole	2021-05-12
2020-09-30	$157,730,945	798,476	+1.5%	Shares	Sole	2020-11-12
2020-06-30	$162,288,057	787,042	+16.3%	Shares	Sole	2020-11-20
2020-03-31	$130,188,483	676,585	—	Shares	Sole	2020-11-20
No filing history on record for this holder in this stock.