Donald Smith & Co's EG Position Overview
Donald Smith & Co (via Donald Smith & Co., Inc.) currently holds 435,696 shares of Everest Group, Ltd. (EG) worth $147.85 M, representing 2.77% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 48 quarters.
Based on 13F filings since 2013, Donald Smith & Co has maintained a long-term strategic position in EG, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2024, adding 155,440 shares. Largest reduction occurred in Q2 2019, reducing 140,565 shares.
Analysis based on 13F filings available since 2013 Q2
Donald Smith & Co's Everest Group (EG) Holding Value Over Time
Track share changes against reported price movement
Quarterly Everest Group (EG) Trades by Donald Smith & Co
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +44,272 | Add 11.31% | 435,696 | $339.35 |
| Q3 2025 | +80,387 | Add 25.84% | 391,424 | $350.23 |
| Q2 2025 | +109,848 | Add 54.60% | 311,037 | $339.85 |
| Q1 2025 | +45,749 | Add 29.43% | 201,189 | $363.33 |
| Q4 2024 | +155,440 | New Buy | 155,440 | $362.46 |
| Q4 2023 | -266 | Sold Out | 0 | $0.00 |
| Q3 2023 | -31,767 | Reduce 99.17% | 266 | $371.67 |
| Q2 2023 | +2 | Add 0.01% | 32,033 | $341.86 |
| Q1 2023 | -20,141 | Reduce 38.60% | 32,031 | $358.02 |
| Q4 2022 | +14 | Add 0.03% | 52,172 | $331.27 |
| Q3 2022 | -1 | Reduce 0.00% | 52,158 | $262.43 |
| Q2 2022 | +13 | Add 0.02% | 52,159 | $280.28 |
| Q1 2022 | +40 | Add 0.08% | 52,146 | $301.38 |
| Q4 2021 | +3 | Add 0.01% | 52,106 | $273.92 |
| Q3 2021 | +13 | Add 0.02% | 52,103 | $250.77 |
| Q2 2021 | +64 | Add 0.12% | 52,090 | $252.01 |
| Q1 2021 | -72 | Reduce 0.14% | 52,026 | $247.82 |
| Q4 2020 | +16 | Add 0.03% | 52,098 | $234.10 |
| Q3 2020 | +41 | Add 0.08% | 52,082 | $197.53 |
| Q2 2020 | +75 | Add 0.14% | 52,041 | $206.20 |
| Q1 2020 | -50,339 | Reduce 49.20% | 51,966 | $192.41 |
| Q4 2019 | -39,549 | Reduce 27.88% | 102,305 | $276.84 |
| Q3 2019 | -37,554 | Reduce 20.93% | 141,854 | $266.09 |
| Q2 2019 | -140,565 | Reduce 43.93% | 179,408 | $247.18 |
| Q1 2019 | -9,930 | Reduce 3.01% | 319,973 | $215.96 |
| Q4 2018 | -49,910 | Reduce 13.14% | 329,903 | $217.76 |
| Q3 2018 | -4,895 | Reduce 1.27% | 379,813 | $228.47 |
| Q2 2018 | +9,673 | Add 2.58% | 384,708 | $230.48 |
| Q1 2018 | +1,820 | Add 0.49% | 375,035 | $256.82 |
| Q4 2017 | +31,925 | Add 9.35% | 373,215 | $221.26 |
| Q3 2017 | -58 | Reduce 0.02% | 341,290 | $228.39 |
| Q2 2017 | -76 | Reduce 0.02% | 341,348 | $254.59 |
| Q1 2017 | -6,159 | Reduce 1.77% | 341,424 | $233.81 |
| Q4 2016 | -47,398 | Reduce 12.00% | 347,583 | $216.40 |
| Q3 2016 | +8 | Add 0.00% | 394,981 | $189.97 |
| Q2 2016 | +9,709 | Add 2.52% | 394,973 | $182.67 |
| Q1 2016 | +1,200 | Add 0.31% | 385,264 | $197.43 |
| Q4 2015 | -6,112 | Reduce 1.57% | 384,064 | $183.09 |
| Q3 2015 | -1,156 | Reduce 0.30% | 390,176 | $173.34 |
| Q2 2015 | -22,296 | Reduce 5.39% | 391,332 | $182.01 |
| Q1 2015 | -14,261 | Reduce 3.33% | 413,628 | $174.00 |
| Q4 2014 | -1,889 | Reduce 0.44% | 427,889 | $170.30 |
| Q3 2014 | -213 | Reduce 0.05% | 429,778 | $162.01 |
| Q2 2014 | -45,087 | Reduce 9.49% | 429,991 | $160.49 |
| Q1 2014 | +46,618 | Add 10.88% | 475,078 | $153.05 |
| Q4 2013 | -47,263 | Reduce 9.93% | 428,460 | $155.87 |
| Q3 2013 | -30,168 | Reduce 5.96% | 475,723 | $145.41 |
| Q2 2013 | +505,891 | Add 0.00% | 505,891 | $128.26 |
Donald Smith & Co's Everest Group Investment FAQs
Donald Smith & Co first purchased Everest Group, Ltd. (EG) in Q2 2013, acquiring 505,891 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Donald Smith & Co has held Everest Group, Ltd. (EG) for 48 quarters since Q2 2013.
Donald Smith & Co's largest addition to Everest Group, Ltd. (EG) was in Q2 2013, adding 505,891 shares worth $64.89 M.
According to the latest 13F filing for Q4 2025, Donald Smith & Co's firm, Donald Smith & Co., Inc., owns 435,696 shares of Everest Group, Ltd. (EG), valued at approximately $147.85 M.
As of the Q4 2025 filing, Everest Group, Ltd. (EG) represents approximately 2.77% of Donald Smith & Co's publicly disclosed stock portfolio, making it one of their key holdings.
Donald Smith & Co's peak holding in Everest Group, Ltd. (EG) was 505,891 shares, as reported at the end of Q2 2013.