Measured Wealth Private Client Group, LLC
Position in EG — Everest Group, Ltd.
CIK 1720235
PORTSMOUTH, NH
Position in EG
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$14,289
+$1,215 QoQ
Shares Held
40
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#595
of 683 holders
Holding Since
Mar 2022
10 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, 2026Measured Wealth Private Client Group, LLC holds $1,254,903 across 4 Insurance - Reinsurance names. EG ranks #3 (1.1% of the industry book) .
All Filings in EG
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,289 | 40 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $13,074 | 40 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $13,574 | 40 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $57,087 | 163 | Shares | Sole | 2025-11-14 | |
| 2023-06-30 | $434,504 | 1,271 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $245,243 | 685 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $297,811 | 899 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $426,465 | 1,625 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $528,047 | 1,884 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $294,749 | 978 | Shares | Sole | 2022-05-03 | |
| No filing history on record for this holder in this stock. | ||||||