Creative Planning

Position in EG — Everest Group, Ltd.

CIK 1540235 OVERLAND PARK, KS

Position in EG

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$12,158,322

+$4,124,676 QoQ

Shares Held

34,035

+38.5% QoQ

Ownership

0.089%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#128

of 688 holders

Holding Since

Mar 2022

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Creative Planning holds $32,120,659 across 6 Insurance - Reinsurance names. EG ranks #1 (37.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EG	Everest Group, Ltd. This page	34,035	$12,158,322
2	RGA	Reinsurance Group Of America Inc	51,455	$10,941,904
3	RNR	Renaissancere Holdings Ltd	14,600	$4,626,739
4	GLRE	Greenlight Capital Re, Ltd.	201,345	$3,257,761
5	HG	Hamilton Insurance Group, Ltd.	30,784	$1,044,808
6	KG	Kestrel Group Ltd	10,125	$91,125

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,158,322	34,035	+38.5%	Shares	Defined	2026-08-13
2026-03-31	$8,033,646	24,579	+74.0%	Shares	Sole	2026-05-12
2025-12-31	$4,794,336	14,128	-17.1%	Shares	Sole	2026-02-17
2025-09-30	$5,970,020	17,046	+248.4%	Shares	Sole	2025-11-14
2025-06-30	$1,662,546	4,892	+19.5%	Shares	Sole	2025-08-08
2025-03-31	$1,487,836	4,095	+19.8%	Shares	Sole	2025-05-15
2024-12-31	$1,239,249	3,419	+36.2%	Shares	Defined	2025-02-14
2024-09-30	$983,492	2,510	-1.0%	Shares	Defined	2024-10-11
2024-06-30	$966,266	2,536	+75.5%	Shares	Defined	2024-08-15
2024-03-31	$574,387	1,445	+9.5%	Shares	Defined	2024-05-13
2023-12-31	$466,725	1,320	+36.1%	Shares	Defined	2024-02-14
2023-09-30	$360,519	970	-0.1%	Shares	Sole	2023-11-16
2023-06-30	$331,945	971	-3.9%	Shares	Defined	2023-07-21
2023-03-31	$361,600	1,010	+61.3%	Shares	Sole	2023-05-15
2022-12-31	$207,375	626	+2745.5%	Shares	Sole	2023-02-10
2022-03-31	$6,630	22	—	Shares	Sole	2022-05-16
No filing history on record for this holder in this stock.