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Summit Financial, LLC

Position in EG — Everest Group, Ltd.

CIK 1765536 PARSIPPANY, NJ

Position in EG

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$341,511
New position
Shares Held
956
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#458
of 683 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority Sole 0% Shared 0% None 100%

Position in Insurance - Reinsurance

Financial Services · as of Jun 30, 2026

Summit Financial, LLC holds $3,613,820 across 2 Insurance - Reinsurance names. EG ranks #2 (9.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 EG
Everest Group, Ltd.
This page
956 $341,511

All Filings in EG

Export CSV
1 filing row on record
Report Date Value (USD) Shares
2026-06-30 $341,511 956