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VVP Q2 Letter 06.30.26's investment thesis on Everest Group Ltd. ($EG) — Q2 2026 | Buyside Digest

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$EGNYSEEverest Group Ltd.

BULL

VVP Q2 Letter 06.30.26—EG

Fund Letter

Q2 2026

Published June 30, 2026

View Fund Profile

$373.28USD

-2.0% vs last month

$371.35Pitched

+0.5% since pitch

Market Cap$14.2B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

Everest Group is navigating a soft reinsurance market by prudently shrinking underwriting volumes and reallocating capital to share repurchases below tangible book value. This disciplined capital...

— VVP Q2 Letter 06.30.26

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