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Legacy Wealth Asset Management, LLC

Position in EG — Everest Group, Ltd.

CIK 1846151 WOODBURY, MN

Position in EG

as of Jun 30, 2026 · filed Jul 9, 2026
Position Value
$577,283
+$49,421 QoQ
Shares Held
1,616
+0.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#389
of 683 holders
Holding Since
Dec 2022
15 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

Legacy Wealth Asset Management, LLC holds $1,356,645 across 2 Insurance - Reinsurance names. EG ranks #2 (42.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 EG
Everest Group, Ltd.
This page
1,616 $577,283

All Filings in EG

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15 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $577,283 1,616
2026-03-31 $527,862 1,615
2025-12-31 $530,743 1,564
2025-09-30 $531,649 1,518
2025-06-30 $507,396 1,493
2025-03-31 $527,191 1,451
2024-12-31 $525,567 1,450
2024-09-30 $572,071 1,460
2024-06-30 $537,238 1,410
2024-03-31 $555,307 1,397
2023-12-31 $470,261 1,330
2023-09-30 $497,666 1,339
2023-06-30 $443,050 1,296
2023-03-31 $462,561 1,292
2022-12-31 $421,375 1,272