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LPL Financial LLC

Position in EG — Everest Group, Ltd.

CIK 1403438 FORT MILL, SC

Position in EG

as of Jun 30, 2026 · filed Aug 7, 2026
Position Value
$6,609,826
+$267,302 QoQ
Shares Held
18,503
-4.6% QoQ
Ownership
0.048%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#159
of 687 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 24% Shared 0% None 76%

Common Shares in EG Over Time

Shares Held

Position Value (USD)

Position in Insurance - Reinsurance

Financial Services · as of Jun 30, 2026

LPL Financial LLC holds $25,215,937 across 5 Insurance - Reinsurance names. EG ranks #3 (26.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 EG
Everest Group, Ltd.
This page
18,503 $6,609,826

All Filings in EG

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $6,609,826 18,503
2026-03-31 $6,342,524 19,405
2025-12-31 $6,516,538 19,203
2025-09-30 $7,048,378 20,125
2025-06-30 $8,680,448 25,542
2025-03-31 $9,885,482 27,208
2024-12-31 $11,594,370 31,988
2024-09-30 $9,134,732 23,313
2024-06-30 $8,008,659 21,019
2024-03-31 $8,526,375 21,450
2023-12-31 $5,853,516 16,555
2023-09-30 $3,778,397 10,166
2023-06-30 $2,271,659 6,645
2023-03-31 $2,058,615 5,750
2022-12-31 $1,869,025 5,642
2022-09-30 $1,384,371 5,275
2022-06-30 $1,605,163 5,727
2022-03-31 $977,978 3,245
2021-12-31 $794,368 2,900
2021-09-30 $679,363 2,709
2021-06-30 $656,990 2,607
2021-03-31 $842,554 3,400
2020-12-31 $514,763 2,199
2020-09-30 $404,759 2,049
2020-06-30 $445,392 2,160
2020-03-31 $591,691 3,075