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Asset Dedication, LLC

Position in EG — Everest Group, Ltd.

CIK 1475896 SAN FRANCISCO, CA

Position in EG

as of Jun 30, 2026 · filed Jul 30, 2026
Position Value
$89,307
+$7,595 QoQ
Shares Held
250
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#536
of 683 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in EG Over Time

Shares Held

Position Value (USD)

Position in Insurance - Reinsurance

Financial Services · as of Jun 30, 2026

Asset Dedication, LLC holds $90,795 across 2 Insurance - Reinsurance names. EG ranks #1 (98.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 EG
Everest Group, Ltd.
This page
250 $89,307

All Filings in EG

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $89,307 250
2026-03-31 $81,712 250
2025-12-31 $84,837 250
2025-09-30 $87,557 250
2025-06-30 $84,962 250
2025-03-31 $90,832 250
2024-12-31 $90,615 250
2024-09-30 $97,957 250
2024-06-30 $95,255 250
2024-03-31 $99,375 250
2023-12-31 $88,395 250
2023-09-30 $92,917 250
2023-06-30 $85,465 250
2023-03-31 $89,505 250
2022-12-31 $82,817 250
2022-09-30 $65,610 250
2022-06-30 $70,070 250
2022-03-31 $75,345 250
2021-12-31 $68,480 250
2021-09-30 $62,695 250
2021-06-30 $63,002 250
2021-03-31 $61,952 250
2020-12-31 $58,522 250
2020-09-30 $49,385 250
2020-06-30 $51,550 250
2020-03-31 $48,105 250