Ray Dalio's EG Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 72,182 shares of Everest Group, Ltd. (EG) worth $25.79 M, representing 0.11% of the portfolio. First purchased in 2015-Q1, this long-term strategic position has been held for 27 quarters.
Based on 13F filings, Ray Dalio has maintained a strategic position in EG, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2022, adding 65,699 shares. Largest reduction occurred in Q1 2026, reducing 54,503 shares.
Analysis based on 13F filings available since 2013 Q2
Ray Dalio's Everest Group (EG) Holding Value Over Time
Track share changes against reported price movement
Quarterly Everest Group (EG) Trades by Ray Dalio
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +54,602 | Add 310.59% | 72,182 | $357.23 |
| Q1 2026 | -54,503 | Reduce 75.61% | 17,580 | $326.85 |
| Q4 2025 | -41,279 | Reduce 36.41% | 72,083 | $339.35 |
| Q3 2025 | -3,430 | Reduce 2.94% | 113,362 | $350.23 |
| Q2 2025 | +23,020 | Add 24.55% | 116,792 | $339.85 |
| Q1 2025 | +49,574 | Add 112.16% | 93,772 | $363.33 |
| Q4 2024 | +16,901 | Add 61.92% | 44,198 | $362.46 |
| Q3 2024 | +3,834 | Add 16.34% | 27,297 | $391.83 |
| Q2 2024 | +3,146 | Add 15.48% | 23,463 | $381.02 |
| Q1 2024 | -50 | Reduce 0.25% | 20,317 | $397.50 |
| Q4 2023 | +1,627 | Add 8.68% | 20,367 | $353.58 |
| Q3 2023 | +3,580 | Add 23.61% | 18,740 | $371.67 |
| Q2 2023 | -63 | Reduce 0.41% | 15,160 | $341.86 |
| Q1 2023 | -20,295 | Reduce 57.14% | 15,223 | $358.02 |
| Q4 2022 | -30,181 | Reduce 45.94% | 35,518 | $331.27 |
| Q3 2022 | +65,699 | New Buy | 65,699 | $262.44 |
| Q2 2022 | -15,511 | Sold Out | 0 | $0.00 |
| Q1 2022 | +10,449 | Add 206.42% | 15,511 | $301.40 |
| Q4 2021 | +5,062 | New Buy | 5,062 | $274.00 |
| Q2 2020 | -1,764 | Sold Out | 0 | $0.00 |
| Q1 2020 | +1,764 | New Buy | 1,764 | $192.18 |
| Q2 2018 | -992 | Sold Out | 0 | $0.00 |
| Q1 2018 | +992 | New Buy | 992 | $257.06 |
| Q4 2017 | -9,864 | Sold Out | 0 | $0.00 |
| Q3 2017 | +9,864 | New Buy | 9,864 | $228.41 |
| Q2 2015 | -2,600 | Sold Out | 0 | $0.00 |
| Q1 2015 | +2,600 | New Buy | 2,600 | $173.85 |
Ray Dalio's Everest Group Investment FAQs
Ray Dalio first purchased Everest Group, Ltd. (EG) in Q1 2015, acquiring 2,600 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio has held Everest Group, Ltd. (EG) for 27 quarters since Q1 2015.
Ray Dalio's largest addition to Everest Group, Ltd. (EG) was in Q3 2022, adding 65,699 shares worth $17.24 M.
According to the latest 13F filing for Q2 2026, Ray Dalio's firm, Bridgewater Associates, Lp, owns 72,182 shares of Everest Group, Ltd. (EG), valued at approximately $25.79 M.
As of the Q2 2026 filing, Everest Group, Ltd. (EG) represents approximately 0.11% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings.
Ray Dalio's peak holding in Everest Group, Ltd. (EG) was 116,792 shares, as reported at the end of Q2 2025.