Ray Dalio's EG Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 113,362 shares of Everest Group, Ltd. (EG) worth $39.7 M, representing 0.16% of the portfolio. First purchased in 2015-Q1, this long-term strategic position has been held for 43 quarters.
Based on 13F filings since 2013, Ray Dalio has maintained a long-term strategic position in EG, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2022, adding 50,188 shares. Largest reduction occurred in Q4 2022, reducing 30,181 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
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2015 | +2,600 | New Buy | 2,600 | $173.85 |
| Q2 2015 | -2,600 | Sold Out | 2,600 | $0.00 |
| Q3 2017 | +9,864 | New Buy | 9,864 | $228.41 |
| Q4 2017 | -9,864 | Sold Out | 9,864 | $0.00 |
| Q1 2018 | +992 | New Buy | 992 | $257.06 |
| Q2 2018 | -992 | Sold Out | 992 | $0.00 |
| Q1 2020 | +1,764 | New Buy | 1,764 | $192.18 |
| Q2 2020 | -1,764 | Sold Out | 1,764 | $0.00 |
| Q4 2021 | +5,062 | New Buy | 5,062 | $274.00 |
| Q1 2022 | +10,449 | Add 206.42% | 15,511 | $301.40 |
| Q2 2022 | -15,511 | Sold Out | 15,511 | $0.00 |
| Q3 2022 | +65,699 | New Buy | 65,699 | $262.44 |
| Q4 2022 | -30,181 | Reduce 45.94% | 35,518 | $331.27 |
| Q1 2023 | -20,295 | Reduce 57.14% | 15,223 | $358.02 |
| Q2 2023 | -63 | Reduce 0.41% | 15,160 | $341.86 |
| Q3 2023 | +3,580 | Add 23.61% | 18,740 | $371.67 |
| Q4 2023 | +1,627 | Add 8.68% | 20,367 | $353.58 |
| Q1 2024 | -50 | Reduce 0.25% | 20,317 | $397.50 |
| Q2 2024 | +3,146 | Add 15.48% | 23,463 | $381.02 |
| Q3 2024 | +3,834 | Add 16.34% | 27,297 | $391.83 |
| Q4 2024 | +16,901 | Add 61.92% | 44,198 | $362.46 |
| Q1 2025 | +49,574 | Add 112.16% | 93,772 | $363.33 |
| Q2 2025 | +23,020 | Add 24.55% | 116,792 | $339.85 |
| Q3 2025 | -3,430 | Reduce 2.94% | 113,362 | $350.23 |
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 43 quarters since Q1 2015. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio's largest addition to Everest Group, Ltd. (EG) was in Q3 2022, adding 65,699 shares worth $17.24 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Ray Dalio's firm, Bridgewater Associates, Lp, owns 113,362 shares of Everest Group, Ltd. (EG), valued at approximately $39.7 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Everest Group, Ltd. (EG) represents approximately 0.16% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio's peak holding in Everest Group, Ltd. (EG) was 116,792 shares, as reported at the end of Q2 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.