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Bogart Wealth, LLC

Position in EG — Everest Group, Ltd.

CIK 1715740 MCLEAN, VA

Position in EG

as of Jun 30, 2026 · filed Jul 24, 2026
Position Value
$3,572
-$23 QoQ
Shares Held
10
-9.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#629
of 683 holders
Holding Since
Dec 2024
5 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

Bogart Wealth, LLC holds $7,402 across 4 Insurance - Reinsurance names. EG ranks #1 (48.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 EG
Everest Group, Ltd.
This page
10 $3,572

All Filings in EG

Export CSV
5 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $3,572 10
2026-03-31 $3,595 11
2025-12-31 $678 2
2025-06-30 $679 2
2024-12-31 $1,087 3