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BANK OF MONTREAL /CAN/

Bank

Position in EG — Everest Group, Ltd.

CIK 927971 TORONTO, A6

Position in EG

as of Mar 31, 2026 · filed May 13, 2026
Position Value
$24,111,394
-$3,281,952 QoQ
Shares Held
73,769
-8.6% QoQ
Ownership
0.186%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority Sole 97.03398446501919.ToString("F0")% Shared 0.ToString("F0")% None 2.966015534980819.ToString("F0")%

Common Shares in EG Over Time

Shares Held

Position Value (USD)

Derivatives in EG

reported options exposure · as of Mar 31, 2025
CallValue
$0
CallShares
0
PutValue
$1,453,320
PutShares
4,000

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Insurance - Reinsurance

Financial Services · as of Mar 31, 2026

BANK OF MONTREAL /CAN/ holds $41,475,357 across 4 Insurance - Reinsurance names. EG ranks #1 (58.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 EG
Everest Group, Ltd.
This page
73,769 $24,111,394

All Filings in EG

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27 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $24,111,394 73,769
2025-12-31 $27,393,346 80,723
2025-09-30 $90,078,452 257,198
2025-06-30 $73,159,506 215,270
2025-03-31 $1,453,320 4,000
2025-03-31 $77,695,572 213,843
2024-12-31 $10,873,800 30,000
2024-12-31 $65,843,393 181,657
2024-09-30 $78,115,617 199,361
2024-06-30 $53,561,504 140,574
2024-03-31 $51,281,871 129,011
2023-12-31 $32,197,345 91,061
2023-09-30 $38,604,244 103,867
2023-06-30 $24,992,699 73,108
2023-03-31 $27,219,185 76,027
2022-12-31 $24,795,225 74,849
2022-09-30 $18,662,631 71,112
2022-06-30 $20,358,136 72,635
2022-03-31 $24,793,626 82,267
2021-12-31 $27,471,709 100,291
2021-09-30 $54,333,239 216,657
2021-06-30 $56,372,365 223,691
2021-03-31 $55,830,350 225,295
2020-12-31 $61,403,206 262,306
2020-09-30 $63,626,248 322,093
2020-06-30 $68,132,395 330,419
2020-03-31 $70,592,544 366,867