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Perigon Wealth Management, LLC

Position in EG — Everest Group, Ltd.

CIK 1575239 SAN FRANCISCO, CA

Position in EG

as of Jun 30, 2026 · filed Aug 7, 2026
Position Value
$253,276
+$45,727 QoQ
Shares Held
709
+11.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#491
of 683 holders
Holding Since
Dec 2020
12 quarters on record
Voting authority Sole 1% Shared 0% None 99%

Common Shares in EG Over Time

Shares Held

Position Value (USD)

Position in Insurance - Reinsurance

Financial Services · as of Jun 30, 2026

Perigon Wealth Management, LLC holds $805,206 across 3 Insurance - Reinsurance names. EG ranks #2 (31.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 EG
Everest Group, Ltd.
This page
709 $253,276

All Filings in EG

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12 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $253,276 709
2026-03-31 $207,549 635
2025-12-31 $352,584 1,039
2025-09-30 $615,003 1,756
2025-06-30 $419,714 1,235
2025-03-31 $746,279 2,054
2024-12-31 $684,686 1,889
2024-09-30 $746,044 1,904
2024-06-30 $676,310 1,775
2024-03-31 $639,975 1,610
2023-09-30 $236,753 637
2020-12-31 $62,736 268