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Physician Wealth Advisors, Inc.

Position in EG — Everest Group, Ltd.

CIK 1795173 MIDVALE, UT

Position in EG

as of Jun 30, 2026 · filed Jul 20, 2026
Position Value
$5,358
-$2,486 QoQ
Shares Held
15
-37.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#618
of 683 holders
Holding Since
Jun 2025
5 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

Physician Wealth Advisors, Inc. holds $27,310 across 5 Insurance - Reinsurance names. EG ranks #2 (19.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 EG
Everest Group, Ltd.
This page
15 $5,358

All Filings in EG

Export CSV
5 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $5,358 15
2026-03-31 $7,844 24
2025-12-31 $3,732 11
2025-09-30 $2,101 6
2025-06-30 $679 2