Steward Partners Investment Advisory, LLC
Position in EG — Everest Group, Ltd.
CIK 1723397
STAMFORD, CT
Position in EG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$916,652
+$775,453 QoQ
Shares Held
2,566
+494.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#329
of 683 holders
Holding Since
Dec 2020
22 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, 2026Steward Partners Investment Advisory, LLC holds $5,008,729 across 3 Insurance - Reinsurance names. EG ranks #2 (18.3% of the industry book) .
All Filings in EG
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $916,652 | 2,566 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $141,199 | 432 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $139,133 | 410 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $139,741 | 399 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $135,260 | 398 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $158,775 | 437 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $142,446 | 393 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $144,193 | 368 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $128,403 | 337 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $83,872 | 211 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $74,605 | 211 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $61,697 | 166 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,734 | 8 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,864 | 8 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,650 | 8 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $2,099 | 8 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $2,242 | 8 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $2,411 | 8 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $2,191 | 8 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $2,006 | 8 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,016 | 8 | Shares | Sole | 2021-08-13 | |
| 2020-12-31 | $1,404 | 6 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||