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ENVESTNET ASSET MANAGEMENT INC

Position in EG — Everest Group, Ltd.

CIK 1407543 Berwyn, PA

Position in EG

as of Jun 30, 2026 · filed Aug 3, 2026
Position Value
$6,156,144
+$1,864,604 QoQ
Shares Held
17,233
+31.2% QoQ
Ownership
0.045%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#170
of 687 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in EG Over Time

Shares Held

Position Value (USD)

Position in Insurance - Reinsurance

Financial Services · as of Jun 30, 2026

ENVESTNET ASSET MANAGEMENT INC holds $131,190,099 across 4 Insurance - Reinsurance names. EG ranks #3 (4.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 EG
Everest Group, Ltd.
This page
17,233 $6,156,144

All Filings in EG

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $6,156,144 17,233
2026-03-31 $4,291,540 13,130
2025-12-31 $36,206,269 106,693
2025-09-30 $53,702,166 153,334
2025-06-30 $57,314,682 168,647
2025-03-31 $62,753,630 172,718
2024-12-31 $55,796,367 153,938
2024-09-30 $13,319,869 33,994
2024-06-30 $12,200,641 32,021
2024-03-31 $14,337,030 36,068
2023-12-31 $12,806,314 36,219
2023-09-30 $7,053,553 18,978
2023-06-30 $15,110,895 44,202
2023-03-31 $15,848,376 1,598,777
2022-12-31 $15,995,703 48,286
2022-09-30 $12,247,025 46,666
2022-06-30 $7,096,129 25,318
2022-03-31 $6,020,668 19,977
2021-12-31 $7,602,923 27,756
2021-09-30 $6,084,675 24,263
2021-06-30 $6,607,450 26,219
2021-03-31 $6,205,658 25,042
2020-12-31 $6,025,944 25,742
2020-09-30 $4,919,733 24,905
2020-06-30 $5,850,512 28,373
2020-03-31 $5,405,847 28,094