Position in EG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$4,051,305
-$319,183 QoQ
Shares Held
12,395
-3.8% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in EG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Reinsurance
Financial Services · as of Mar 31, 2026Integrated Wealth Concepts LLC holds $8,241,778 across 3 Insurance - Reinsurance names. EG ranks #1 (49.2% 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 | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,051,305 | 12,395 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $4,370,488 | 12,879 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $5,066,777 | 14,467 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $4,043,535 | 11,898 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $3,483,244 | 9,587 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $589,722 | 1,627 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $719,791 | 1,837 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $357,015 | 937 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $277,852 | 699 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $429,246 | 1,214 | Shares | Other | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||