Robertson Stephens Wealth Management, LLC

Position in EG — Everest Group, Ltd.

CIK 1767307 San Francisco, CA

Position in EG

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$1,476,074

+$113,110 QoQ

Shares Held

4,132

-0.9% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#276

of 683 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Robertson Stephens Wealth Management, LLC holds $1,476,074 across 1 Insurance - Reinsurance name. EG ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	EG	Everest Group, Ltd. This page	4,132	$1,476,074

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,476,074	4,132	-0.9%	Shares	Sole	2026-07-29
2026-03-31	$1,362,964	4,170	+0.1%	Shares	Sole	2026-04-28
2025-12-31	$1,413,053	4,164	-2.9%	Shares	Sole	2026-02-02
2025-09-30	$1,502,136	4,289	-1.2%	Shares	Sole	2025-11-12
2025-06-30	$1,474,609	4,339	-0.5%	Shares	Sole	2025-07-24
2025-03-31	$1,584,845	4,362	-1.2%	Shares	Sole	2025-04-17
2024-12-31	$1,600,985	4,417	+0.1%	Shares	Sole	2025-01-27
2024-09-30	$1,729,145	4,413	-27.5%	Shares	Sole	2024-11-12
2024-06-30	$2,318,125	6,084	-0.5%	Shares	Sole	2024-08-13
2024-03-31	$2,430,712	6,115	-3.2%	Shares	Sole	2024-05-15
2023-12-31	$2,232,504	6,314	-4.4%	Shares	Sole	2024-02-06
2023-09-30	$2,454,880	6,605	-1.2%	Shares	Sole	2023-11-13
2023-06-30	$2,285,675	6,686	-7.0%	Shares	Sole	2023-08-11
2023-03-31	$2,574,521	7,191	-0.9%	Shares	Sole	2023-05-11
2022-12-31	$2,404,688	7,259	-0.0%	Shares	Sole	2023-02-14
2022-09-30	$1,905,839	7,262	-3.3%	Shares	Sole	2022-11-14
2022-06-30	$2,104,622	7,509	-1.3%	Shares	Sole	2022-08-12
2022-03-31	$2,293,200	7,609	+0.7%	Shares	Sole	2022-05-16
2021-12-31	$2,068,917	7,553	—	Shares	Sole	2022-02-14
No filing history on record for this holder in this stock.