Position in EG
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$1,564,667
+$691,651 QoQ
Shares Held
4,380
+64.0% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#272
of 683 holders
Holding Since
Dec 2023
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, 2026Sequoia Financial Advisors, LLC holds $5,306,611 across 4 Insurance - Reinsurance names. EG ranks #2 (29.5% of the industry book) .
All Filings in EG
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,564,667 | 4,380 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $873,016 | 2,671 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $714,671 | 2,106 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $832,496 | 2,377 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $675,961 | 1,989 | Shares | Sole | 2025-07-25 | |
| 2023-12-31 | $252,102 | 713 | Shares | Sole | 2024-01-26 | |
| No filing history on record for this holder in this stock. | ||||||