Position in ACGL
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$719,214
-$118,010 QoQ
Shares Held
7,410
-15.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#486
of 900 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ACGL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026Everhart Financial Group, Inc. holds $10,027,773 across 3 Insurance - Diversified names. ACGL ranks #3 (7.2% of the industry book) .
All Filings in ACGL
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $719,214 | 7,410 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $837,224 | 8,722 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $763,139 | 7,956 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $664,687 | 7,326 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $621,234 | 6,823 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $612,281 | 6,366 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $508,386 | 5,505 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $710,773 | 6,353 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $554,087 | 5,492 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $371,331 | 4,017 | Shares | Sole | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||