Position in EG
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$679,451
+$36,211 QoQ
Shares Held
1,902
-3.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#366
of 683 holders
Holding Since
Jun 2022
11 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, 2026Dakota Wealth Management holds $679,451 across 1 Insurance - Reinsurance name. EG ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EG |
Everest Group, Ltd.
This page
|
1,902 | $679,451 |
All Filings in EG
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $679,451 | 1,902 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $643,240 | 1,968 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $679,718 | 2,003 | Shares | Defined | 2026-01-13 | |
| 2025-09-30 | $731,280 | 2,088 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $716,403 | 2,108 | Shares | Defined | 2025-07-16 | |
| 2025-03-31 | $707,766 | 1,948 | Shares | Defined | 2025-05-02 | |
| 2024-12-31 | $704,984 | 1,945 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $749,570 | 1,913 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $765,850 | 2,010 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $789,037 | 1,985 | Shares | Sole | 2024-04-24 | |
| 2022-06-30 | $2,617,534 | 9,339 | Shares | Other | 2022-08-05 | |
| No filing history on record for this holder in this stock. | ||||||