Position in EG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,466,577
-$1,560,532 QoQ
Shares Held
18,102
-26.3% QoQ
Ownership
0.047%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#161
of 683 holders
Holding Since
Mar 2025
6 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, 2026Waverly Advisors, LLC holds $6,795,333 across 2 Insurance - Reinsurance names. EG ranks #1 (95.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EG |
Everest Group, Ltd.
This page
|
18,102 | $6,466,577 | |
| 2 | RGA |
Reinsurance Group Of America Inc
|
1,546 | $328,756 |
All Filings in EG
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,466,577 | 18,102 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $8,027,109 | 24,559 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $9,371,489 | 27,616 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $10,351,748 | 29,557 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $9,694,900 | 28,527 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $10,403,591 | 28,634 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||