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EverSource Wealth Advisors, LLC

Position in EG — Everest Group, Ltd.

CIK 1710537 BIRMINGHAM, AL

Position in EG

as of Jun 30, 2026 · filed Jul 24, 2026
Position Value
$132,529
-$228,535 QoQ
Shares Held
371
-65.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#529
of 683 holders
Holding Since
Dec 2021
18 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in EG Over Time

Shares Held

Position Value (USD)

Position in Insurance - Reinsurance

Financial Services · as of Jun 30, 2026

EverSource Wealth Advisors, LLC holds $659,085 across 7 Insurance - Reinsurance names. EG ranks #3 (20.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 EG
Everest Group, Ltd.
This page
371 $132,529

All Filings in EG

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18 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $132,529 371
2025-12-31 $361,064 1,064
2025-09-30 $689,951 1,970
2025-06-30 $325,913 959
2025-03-31 $83,563 230
2024-12-31 $76,476 211
2024-09-30 $57,596 147
2024-06-30 $96,016 252
2024-03-31 $96,193 242
2023-12-31 $83,090 235
2023-09-30 $86,598 233
2023-06-30 $79,309 232
2023-03-31 $82,702 231
2022-12-31 $76,191 230
2022-09-30 $29,917 114
2022-06-30 $71,189 254
2022-03-31 $8,437 28
2021-12-31 $5,204 19