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Atria Investments, Inc

Position in EG — Everest Group, Ltd.

CIK 1535865 Charlotte, NC

Position in EG

as of Jun 30, 2026 · filed Jul 28, 2026
Position Value
$220,410
-$237,373 QoQ
Shares Held
617
-54.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#510
of 683 holders
Holding Since
Mar 2020
8 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

Atria Investments, Inc holds $4,024,696 across 4 Insurance - Reinsurance names. EG ranks #4 (5.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 EG
Everest Group, Ltd.
This page
617 $220,410

All Filings in EG

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8 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $220,410 617
2025-12-31 $457,783 1,349
2025-09-30 $470,358 1,343
2025-06-30 $447,242 1,316
2025-03-31 $453,072 1,247
2024-12-31 $580,660 1,602
2024-06-30 $217,562 571
2020-03-31 $212,624 1,105