Key Financial Inc

Position in EG — Everest Group, Ltd.

CIK 1801720 WEST CHESTER, PA

Position in EG

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$714

+$61 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#666

of 683 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Key Financial Inc holds $5,392 across 2 Insurance - Reinsurance names. EG ranks #2 (13.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	RGA	Reinsurance Group Of America Inc	22	$4,678
2	EG	Everest Group, Ltd. This page	2	$714

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$714	2	0.0%	Shares	Sole	2026-07-24
2026-03-31	$653	2	-98.7%	Shares	Sole	2026-04-24
2025-12-31	$53,956	159	0.0%	Shares	Sole	2026-02-09
2025-09-30	$55,686	159	0.0%	Shares	Sole	2025-11-05
2025-06-30	$54,036	159	0.0%	Shares	Sole	2025-08-05
2025-03-31	$57,769	159	0.0%	Shares	Sole	2025-05-01
2024-12-31	$57,631	159	0.0%	Shares	Sole	2025-01-31
2024-09-30	$62,300	159	0.0%	Shares	Sole	2024-10-29
2024-06-30	$60,582	159	0.0%	Shares	Sole	2024-07-30
2024-03-31	$63,202	159	0.0%	Shares	Sole	2024-05-13
2023-12-31	$56,219	159	0.0%	Shares	Sole	2024-01-31
2023-09-30	$59,095	159	0.0%	Shares	Sole	2023-11-01
2023-06-30	$54,355	159	0.0%	Shares	Sole	2023-07-28
2023-03-31	$56,925	159	0.0%	Shares	Sole	2023-05-02
2022-12-31	$52,671	159	0.0%	Shares	Sole	2023-01-26
2022-09-30	$41,727	159	0.0%	Shares	Sole	2022-10-28
2022-06-30	$44,564	159	0.0%	Shares	Sole	2022-07-26
2022-03-31	$47,919	159	0.0%	Shares	Sole	2022-04-27
2021-12-31	$43,553	159	0.0%	Shares	Sole	2022-01-19
2021-09-30	$39,874	159	-32.9%	Shares	Sole	2021-11-01
2021-06-30	$59,726	237	—	Shares	Sole	2021-08-02
No filing history on record for this holder in this stock.