OneDigital Investment Advisors LLC

Position in EG — Everest Group, Ltd.

CIK 1690370 OVERLAND PARK, KS

Position in EG

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$3,910,596

+$190,717 QoQ

Shares Held

10,947

-3.8% QoQ

Ownership

0.029%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#207

of 683 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

OneDigital Investment Advisors LLC holds $4,292,090 across 2 Insurance - Reinsurance names. EG ranks #1 (91.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	EG	Everest Group, Ltd. This page	10,947	$3,910,596
2	RGA	Reinsurance Group Of America Inc	1,794	$381,494

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,910,596	10,947	-3.8%	Shares	Sole	2026-08-07
2026-03-31	$3,719,879	11,381	-1.4%	Shares	Sole	2026-05-08
2025-12-31	$3,917,795	11,545	-0.3%	Shares	Sole	2026-02-13
2025-09-30	$4,056,013	11,581	-0.9%	Shares	Sole	2025-11-10
2025-06-30	$3,971,826	11,687	+0.8%	Shares	Sole	2025-08-07
2025-03-31	$4,210,631	11,589	-0.7%	Shares	Sole	2025-04-29
2024-12-31	$4,229,908	11,670	-8.2%	Shares	Sole	2025-02-13
2024-09-30	$4,979,375	12,708	+4.7%	Shares	Sole	2024-11-06
2024-06-30	$4,623,296	12,134	-2.0%	Shares	Sole	2024-08-02
2024-03-31	$4,923,832	12,387	+3.4%	Shares	Sole	2024-05-10
2023-12-31	$4,236,595	11,982	+2.1%	Shares	Sole	2024-02-13
2023-09-30	$4,362,662	11,738	+0.1%	Shares	Sole	2023-11-14
2023-06-30	$4,010,017	11,730	-0.2%	Shares	Sole	2023-08-07
2023-03-31	$4,208,167	11,754	+0.3%	Shares	Sole	2023-05-10
2022-12-31	$3,883,478	11,723	—	Shares	Sole	2023-02-02
No filing history on record for this holder in this stock.