Position in EG
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$60,014
New position
Shares Held
168
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#545
of 683 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Insurance - Reinsurance
Financial Services · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $190,368 across 2 Insurance - Reinsurance names. EG ranks #2 (31.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RGA |
Reinsurance Group Of America Inc
|
613 | $130,354 | |
| 2 | EG |
Everest Group, Ltd.
This page
|
168 | $60,014 |
All Filings in EG
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $60,014 | 168 | Shares | Sole | 2026-07-28 | |
| No filing history on record for this holder in this stock. | ||||||