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Strategic Investment Advisors / MI

Position in EG — Everest Group, Ltd.

CIK 1760540 FARMINGTON HILLS, MI

Position in EG

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$1,228,513
+$13,612 QoQ
Shares Held
3,439
-7.5% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#298
of 683 holders
Holding Since
Dec 2023
11 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

Strategic Investment Advisors / MI holds $2,215,973 across 2 Insurance - Reinsurance names. EG ranks #1 (55.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 EG
Everest Group, Ltd.
This page
3,439 $1,228,513

All Filings in EG

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11 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,228,513 3,439
2026-03-31 $1,214,901 3,717
2025-12-31 $725,869 2,139
2025-09-30 $1,876,532 5,358
2025-06-30 $1,867,815 5,496
2025-03-31 $2,078,610 5,721
2024-12-31 $2,088,132 5,761
2024-09-30 $2,387,028 6,092
2024-06-30 $1,214,691 3,188
2024-03-31 $1,258,087 3,165
2023-12-31 $1,104,937 3,125