Position in EG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,335,682
+$409,717 QoQ
Shares Held
3,739
+32.0% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#291
of 688 holders
Holding Since
Sep 2024
8 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, 2026Independent Advisor Alliance holds $2,003,493 across 3 Insurance - Reinsurance names. EG ranks #1 (66.7% of the industry book) .
All Filings in EG
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,335,682 | 3,739 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $925,965 | 2,833 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $904,027 | 2,664 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $737,933 | 2,107 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $439,765 | 1,294 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $435,631 | 1,199 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $411,754 | 1,136 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $509,770 | 1,301 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||