Position in EG
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$218,981
+$17,969 QoQ
Shares Held
613
-0.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#512
of 683 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 22%
Shared 0%
None 78%
Common Shares in EG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Reinsurance
Financial Services · as of Jun 30, 2026PERSONAL CFO SOLUTIONS, LLC holds $856,749 across 3 Insurance - Reinsurance names. EG ranks #3 (25.6% of the industry book) .
All Filings in EG
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $218,981 | 613 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $201,012 | 615 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $210,397 | 620 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 | $221,695 | 633 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $234,496 | 690 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $243,431 | 670 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $316,065 | 872 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $382,817 | 977 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $387,497 | 1,017 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $434,467 | 1,093 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $386,109 | 1,092 | Shares | Defined | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||