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JFS WEALTH ADVISORS, LLC

Position in EG — Everest Group, Ltd.

CIK 1568068 HERMITAGE, PA

Position in EG

as of Jun 30, 2026 · filed Jul 10, 2026
Position Value
$7,144
+$1,915 QoQ
Shares Held
20
+25.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#613
of 683 holders
Holding Since
Dec 2021
19 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

JFS WEALTH ADVISORS, LLC holds $43,999 across 5 Insurance - Reinsurance names. EG ranks #3 (16.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 EG
Everest Group, Ltd.
This page
20 $7,144

All Filings in EG

Export CSV
19 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $7,144 20
2026-03-31 $5,229 16
2025-12-31 $9,841 29
2025-09-30 $7,354 21
2025-06-30 $6,457 19
2025-03-31 $9,446 26
2024-12-31 $9,423 26
2024-09-30 $10,187 26
2024-06-30 $9,525 25
2024-03-31 $9,937 25
2023-12-31 $9,193 26
2023-09-30 $9,291 25
2023-06-30 $8,546 25
2023-03-31 $8,950 25
2022-12-31 $7,287 22
2022-09-30 $5,248 20
2022-06-30 $6,166 22
2022-03-31 $6,630 22
2021-12-31 $2,191 8