Vulcan Value Partners’ Investment Journey with Everest Group Ltd. (EG)

1 week ago 6

Soumya Eswaran

Tue, January 27, 2026 astatine 6:28 AM CST 4 min read

Investment absorption company Vulcan Value Partners recently released its fourth-quarter 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. All the strategies of Vulcan Value Partners delivered affirmative results successful the year. The Large Cap Composite (Net) returned -1.5% successful Q4 and 7.9% YTD, the Small Cap Composite (Net) gained 3.2% successful Q4 and 9.5% YTD, The Focus Composite (Net) retuned 0.1% successful Q4 and 7.1% YTD, Focus Plus Composite (Net) returned 0.1% successful Q4 and 6.2% YTD and the All-Cap Composite (Net) returned 1.3% successful Q4 and 10.7% YTD. Despite overvalued markets, the steadfast improved its price-to-value ratios portion inactive achieving affirmative returns, prioritizing information and semipermanent gains implicit short-term performance. This concern echoes the precocious 1990s dot-com bubble, wherever hype and precocious valuations led to a crash, and today’s AI disruptions look to reflector that pattern, with investors risking overpaying for promising businesses. The steadfast is addressing specified situations by sticking to its concern discipline. For much accusation connected the firm’s champion picks successful 2025, delight cheque its apical 5 holdings. In addition, delight cheque the firm’s apical 5 holdings to cognize its champion picks successful 2025.

In its fourth-quarter 2025 capitalist letter, Vulcan Value Partners highlighted stocks similar Everest Group, Ltd. (NYSE:EG). Vulcan Value Partners added Everest Group, Ltd. (NYSE:EG) to its Small-Cap strategy during the quarter. Headquartered successful Hamilton, Bermuda, Everest Group, Ltd. (NYSE:EG) is simply a starring security and reinsurance products distributor. Everest Group, Ltd. (NYSE:EG) shares traded betwixt $302.44 and $372.00 implicit the past 52 weeks. On January 26, 2026, Everest Group, Ltd. (NYSE:EG) banal closed astatine $327.10 per share. One-month instrumentality of Everest Group, Ltd. (NYSE:EG) was -4.15%, and its shares gained 7.28% of their worth implicit the past 3 months. Everest Group, Ltd. (NYSE:EG) has a marketplace capitalization of $3.101 billion.

Vulcan Value Partners stated the pursuing regarding Everest Group, Ltd. (NYSE:EG) successful its 4th fourth 2025 capitalist letter:

"In galore ways we person travel afloat ellipse with Everest Group, Ltd. (NYSE:EG) – it is an aged friend. We owned Everest RE, present called Everest Group, for 11 years successful our Small Cap strategy during which it grew into a ample cap, and we purchased it successful our Large Cap programme arsenic well. We sold it retired of some portfolios successful 2020 to reallocate superior to companies with larger margins of safety. In the 3rd 4th of 2023, we repurchased Everest Group successful our Large Cap strategy. Despite dependable worth per stock growth, Everest Group’s banal terms declined successful 2024 and 2025 truthful we were capable to bargain it again successful our Small Cap strategy. Everest Group is 1 of the apical reinsurance companies successful the world. They besides person a meaningful superior security segment. Everest Group’s quarterly numbers tin beryllium volatile, but implicit a rhythm the institution produces affirmative underwriting results. An underwriting nonaccomplishment is the outgo of funds from premiums paid to an security company. An underwriting nett means that those funds bash not person a cost. In fact, it means the security institution is being paid to support your money. They are capable to put these funds and gain concern income. Insurance companies that nutrient underwriting profits should commercialized astatine a meaningful premium to tangible publication value. Everest Group, connected the different hand, trades astatine a discount to tangible publication value. The institution realizes that its shares are importantly undervalued and is utilizing its escaped currency travel to repurchase banal which positively impacts our worth per stock growth. We are thrilled to person the accidental to ain this well-managed starring security institution again."