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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Position in EG — Everest Group, Ltd.

CIK 1632972 PLYMOUTH, MN

Position in EG

as of Jun 30, 2026 · filed Jul 15, 2026
Position Value
$6,217,945
+$1,484,177 QoQ
Shares Held
17,406
+20.2% QoQ
Ownership
0.044%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#3
of 52 holders
Holding Since
Mar 2020
14 quarters on record
Voting authority Sole 0.9709295645179823.ToString("F0")% Shared 0.ToString("F0")% None 99.02907043548201.ToString("F0")%

Common Shares in EG Over Time

Shares Held

Position Value (USD)

Position in Insurance - Reinsurance

Financial Services · as of Jun 30, 2026

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $28,466,951 across 5 Insurance - Reinsurance names. EG ranks #2 (21.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 EG
Everest Group, Ltd.
This page
17,406 $6,217,945

All Filings in EG

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14 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $6,217,945 17,406
2026-03-31 $4,733,768 14,483
2025-12-31 $4,201,492 12,381
2025-09-30 $7,381,447 21,076
2025-06-30 $2,967,910 8,733
2025-03-31 $1,654,968 4,555
2024-12-31 $1,696,312 4,680
2024-09-30 $1,631,188 4,163
2024-06-30 $871,011 2,286
2024-03-31 $1,896,870 4,772
2023-12-31 $639,272 1,808
2023-09-30 $669,377 1,801
2022-06-30 $5,555,990 19,823
2020-03-31 $901,295 4,684