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TRANSCEND CAPITAL ADVISORS, LLC

Position in EG — Everest Group, Ltd.

CIK 1776082 MADISON, NJ

Position in EG

as of Jun 30, 2026 · filed Aug 4, 2026
Position Value
$245,774
-$120,384 QoQ
Shares Held
688
-36.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#500
of 687 holders
Holding Since
Jun 2025
4 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in EG Over Time

Shares Held

Position Value (USD)

Position in Insurance - Reinsurance

Financial Services · as of Jun 30, 2026

TRANSCEND CAPITAL ADVISORS, LLC holds $731,293 across 3 Insurance - Reinsurance names. EG ranks #2 (33.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 EG
Everest Group, Ltd.
This page
688 $245,774

All Filings in EG

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4 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $245,774 688
2025-12-31 $366,158 1,079
2025-09-30 $657,381 1,877
2025-06-30 $306,884 903