LMCG INVESTMENTS, LLC

Position in EG — Everest Group, Ltd.

CIK 1470944 BOSTON, MA

Position in EG

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$13,151,422

+$1,111,903 QoQ

Shares Held

36,815

-0.1% QoQ

Ownership

0.096%

of shares outstanding

% of Portfolio

0.83%

of 13F equity value

Holder Rank

#120

of 683 holders

Holding Since

Mar 2022

17 quarters on record

Voting authority Sole 92% Shared 0% None 8%

Financial Services · as of Jun 30, 2026

LMCG INVESTMENTS, LLC holds $13,151,422 across 1 Insurance - Reinsurance name. EG ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	EG	Everest Group, Ltd. This page	36,815	$13,151,422

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,151,422	36,815	-0.1%	Shares	Sole	2026-07-22
2026-03-31	$12,039,519	36,835	+5.7%	Shares	Sole	2026-04-29
2025-12-31	$11,823,972	34,843	+8.7%	Shares	Sole	2026-02-03
2025-09-30	$11,230,124	32,065	+0.3%	Shares	Sole	2025-10-29
2025-06-30	$10,869,761	31,984	-1.1%	Shares	Sole	2025-07-24
2025-03-31	$11,749,001	32,337	-5.6%	Shares	Sole	2025-04-10
2024-12-31	$12,416,066	34,255	-0.2%	Shares	Sole	2025-01-16
2024-09-30	$13,449,956	34,326	-0.2%	Shares	Other	2024-10-29
2024-06-30	$13,105,562	34,396	-0.4%	Shares	Sole	2024-08-09
2024-03-31	$13,720,507	34,517	-1.6%	Shares	Sole	2024-05-06
2023-12-31	$12,401,111	35,073	-1.2%	Shares	Sole	2024-02-08
2023-09-30	$13,199,487	35,514	-5.3%	Shares	Other	2023-11-03
2023-03-31	$13,426,107	37,501	-1.7%	Shares	Other	2023-05-05
2022-12-31	$12,641,924	38,162	-0.6%	Shares	Sole	2023-02-07
2022-09-30	$10,070,872	38,374	-1.0%	Shares	Other	2022-11-08
2022-06-30	$10,858,887	38,743	-0.7%	Shares	Other	2022-08-08
2022-03-31	$11,757,737	39,013	—	Shares	Other	2022-05-10
No filing history on record for this holder in this stock.