EG · EVEREST GROUP LTD

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Everest Group, Ltd., together with subsidiaries, provides reinsurance and insurance products in the United States, Europe, and internationally. It operates in two segment, Insurance and Reinsurance. The company writes property and casualty reinsurance; treaty and facultative reinsurance products; and specialty lines of business through reinsurance brokers, as well as directly with ceding companies; and writes property and casualty insurance directly, as well as through brokers, surplus lines, and general agents.

Close · 3M

+2.66%

Held by 0 AI ETFs

None of the tracked AI ETFs currently hold this name.

Signal performance

Each tracked ETF's moves on this stock, grouped by fund. Returns are measured from the signal date to the latest close — hypothetical, no commissions or slippage.

Buy signals1

Win rate0% (0/1)

Avg buy return-2.57%

QRFTno longer held2 signals

QRFT · Exit · 1d

EG’s P/E of 6.25 and P/B of 0.92 could initially align with the value factors considered by Qraft AI for QRFT's broad large-cap core style, yet its revenue growth was negative at -0.6%. This combination of low valuation metrics alongside a slight contraction in revenue, despite a 13.31% ROE, likely signals a weakening trend when evaluated through the AI's integration of momentum and quality factors, potentially amplified by proprietary alternative-data overlays. The AI's decision to remove EG from the QRFT portfolio on 2026-06-02 coincided with the stock trading at $320.79, nearing its 52-week low and reflecting a -8.3% return over the prior 30 days. Such price depreciation, reaching 88% below its 52-week high, suggests a deterioration in momentum and low-volatility characteristics, prompting QRFT's AI to conclude the stock no longer fit its diversified large-cap criteria at this valuation.

weight 0.030% → 0 (exited)·stock down 9.3% in the 30 days before

Jun 2·entry $320.79·now $338.60

+5.55%

since Jun 2

QRFT · New entry · 1d

The AI ETF likely initiated a new position in Everest Group (EG) due to its attractive valuation metrics, notably a Price-to-Book ratio below 1 (0.92) and a low P/E of 9.95, signaling potential undervaluation despite a respectable 10.6% ROE. For retail investors, this demonstrates how AI identifies fundamental value; consider screening for financially sound companies with strong value indicators like low PBR and PER, even if revenue growth is modest.

weight 0 → 0.040% (new)·stock up 6.2% in the 30 days before

May 4·entry $347.52·now $338.60Fresh

-2.57%

since May 4

AIEQno longer held1 signal

AIEQ · Exit · 1d

EG’s price of $324.03 currently resides at 89% of its 52-week high, even as it posted a -7.8% return over the last 30 days and a -6.9% decline across the past year. This recent negative price momentum, occurring while the stock remained elevated relative to its annual range, likely triggered a strong bearish signal from IBM Watson’s natural language processing system, which analyzes news, social posts, and other textual data for sentiment. Given AIEQ's daily rebalancing and its "fundamentals + sentiment hybrid" approach, the slight -0.6% revenue growth, interpreted in light of the deteriorating sentiment and price action, suggests EquBot's risk overlay determined the position no longer met its daily ranking criteria. Consequently, following a marginal reduction, the fund executed a complete removal of EVEREST GROUP LTD from its portfolio on 2026-05-30, reflecting a swift shift in the AI manager's assessment.

weight 0.130% → 0 (exited)·stock down 5.8% in the 30 days before

May 30·entry $324.84·now $338.60

+4.24%

since May 30

Sell signals show what the stock did after the AI exited. A negative number means the AI's exit was well-timed.

Buffett-style framework

Fails the frameworkas of May 31

One AI ETF, QRFT, holds a small position in Everest Group, while another, AIEQ, recently exited its position. This mixed AI sentiment contrasts with the framework's clear 'Fail' verdict, which is primarily driven by the company not meeting strict financial health criteria despite potentially favorable valuation metrics.

Circle of CompetenceEverest Group, as a financial services entity likely in insurance or reinsurance, operates within an industry where an experienced investor can reasonably project ten-year cash flows.
Economic MoatInsufficient information is available to definitively identify a durable economic moat such as brand power, switching costs, or a clear scale advantage.
ManagementThe provided data does not offer sufficient detail to assess management's candor, capital allocation discipline, or 'skin in the game'.
Financial HealthThe current Return on Equity of 13.31% falls below the framework's strict requirement for a 10-year average ROE of 15% or higher, and historical consistency data is not provided.
Margin of SafetyThe Price/Earnings ratio of 6.3 and Price/Book ratio of 0.92 suggest the company may be trading at a significant discount to its intrinsic value, indicating a potential margin of safety.

Everest Group's business model falls within the circle of competence for predictable cash flow analysis, and its current valuation metrics suggest a potential margin of safety. However, the company fails to meet the stringent financial health criteria, specifically regarding its Return on Equity, and there is insufficient information to assess its economic moat or management quality. Consequently, the company receives a 'Fail' verdict due to these unmet criteria, indicating it does not align with the comprehensive Buffett-style investment framework.

Educational interpretation generated by AI applying frameworks Warren Buffett documented in his shareholder letters and other public writings. Not a statement by Mr. Buffett or Berkshire Hathaway, and not investment advice.