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Allworth Financial LP

Position in EG — Everest Group, Ltd.

CIK 1555170 FOLSOM, CA

Position in EG

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$367,232
+$177,659 QoQ
Shares Held
1,028
+77.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#452
of 683 holders
Holding Since
Mar 2020
25 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

Allworth Financial LP holds $1,009,839 across 7 Insurance - Reinsurance names. EG ranks #2 (36.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 EG
Everest Group, Ltd.
This page
1,028 $367,232

All Filings in EG

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25 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $367,232 1,028
2026-03-31 $189,573 580
2025-12-31 $239,920 707
2025-09-30 $303,299 866
2025-06-30 $62,192 183
2025-03-31 $33,789 93
2024-12-31 $25,372 70
2024-09-30 $26,644 68
2024-06-30 $28,576 75
2024-03-31 $27,427 69
2023-12-31 $24,750 70
2023-09-30 $25,273 68
2023-06-30 $23,588 69
2023-03-31 $19,691 55
2022-12-31 $18,882 57
2022-09-30 $16,271 62
2022-06-30 $14,854 53
2022-03-31 $15,370 51
2021-12-31 $13,696 50
2021-09-30 $12,539 50
2021-03-31 $247 1
2020-12-31 $234 1
2020-09-30 $197 1
2020-06-30 $206 1
2020-03-31 $192 1