Position in EG
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$329,366
+$88,089 QoQ
Shares Held
922
+29.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#463
of 683 holders
Holding Since
Mar 2025
3 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, 2026NewEdge Wealth, LLC holds $1,232,915 across 2 Insurance - Reinsurance names. EG ranks #2 (26.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RGA |
Reinsurance Group Of America Inc
|
4,249 | $903,549 | |
| 2 | EG |
Everest Group, Ltd.
This page
|
922 | $329,366 |
All Filings in EG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $329,366 | 922 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $241,277 | 711 | Shares | Sole | 2026-02-03 | |
| 2025-03-31 | $210,004 | 578 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||