Transamerica Financial Advisors, LLC
Position in EG — Everest Group, Ltd.
CIK 1502149
CEDAR RAPIDS, IA
Position in EG
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$80,376
+$6,182 QoQ
Shares Held
225
-0.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#537
of 683 holders
Holding Since
Mar 2024
10 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, 2026Transamerica Financial Advisors, LLC holds $184,225 across 5 Insurance - Reinsurance names. EG ranks #2 (43.6% of the industry book) .
All Filings in EG
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $80,376 | 225 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $74,194 | 227 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $78,729 | 232 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $83,004 | 237 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $77,825 | 229 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $87,199 | 240 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $92,064 | 254 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $208,061 | 531 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $4,572 | 12 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $4,770 | 12 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||