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Global Retirement Partners, LLC

Pension

Position in EG — Everest Group, Ltd.

CIK 1749744 San Rafael, CA

Position in EG

as of Jun 30, 2026 · filed Aug 6, 2026
Position Value
$182,187
+$2,671 QoQ
Shares Held
510
-3.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#521
of 683 holders
Holding Since
Sep 2021
17 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, 2026

Global Retirement Partners, LLC holds $963,645 across 6 Insurance - Reinsurance names. EG ranks #3 (18.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 EG
Everest Group, Ltd.
This page
510 $182,187

All Filings in EG

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17 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $182,187 510
2025-12-31 $179,516 529
2025-09-30 $28,018 80
2025-06-30 $31,945 94
2024-12-31 $27,909 77
2024-09-30 $93,647 239
2024-06-30 $71,631 188
2024-03-31 $69,960 176
2023-12-31 $97,234 275
2023-09-30 $12,636 34
2023-06-30 $1,025 3
2023-03-31 $1,074 3
2022-12-31 $993 3
2022-09-30 $787 3
2022-06-30 $560 2
2022-03-31 $2,411 8
2021-09-30 $250 1