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COLDSTREAM CAPITAL MANAGEMENT INC

Position in EG — Everest Group, Ltd.

CIK 1082339 BELLEVUE, WA

Position in EG

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$379,378
+$91,750 QoQ
Shares Held
1,062
+20.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#442
of 683 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority Sole 33% Shared 0% None 67%

Common Shares in EG Over Time

Shares Held

Position Value (USD)

Position in Insurance - Reinsurance

Financial Services · as of Jun 30, 2026

COLDSTREAM CAPITAL MANAGEMENT INC holds $2,996,043 across 3 Insurance - Reinsurance names. EG ranks #2 (12.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 EG
Everest Group, Ltd.
This page
1,062 $379,378

All Filings in EG

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10 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $379,378 1,062
2026-03-31 $287,628 880
2025-12-31 $265,711 783
2025-09-30 $257,419 735
2025-06-30 $227,019 668
2025-03-31 $279,764 770
2024-12-31 $345,061 952
2024-09-30 $274,672 701
2024-06-30 $238,137 625
2024-03-31 $214,650 540