Position in EG
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$918,795
+$906,539 QoQ
Shares Held
2,572
+6851.4% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#328
of 683 holders
Holding Since
Dec 2022
2 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, 2026Accurate Wealth Management, LLC holds $918,795 across 1 Insurance - Reinsurance name. EG ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EG |
Everest Group, Ltd.
This page
|
2,572 | $918,795 |
All Filings in EG
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $918,795 | 2,572 | Shares | Sole | 2026-07-15 | |
| 2022-12-31 | $12,256 | 37 | Shares | Sole | 2023-01-11 | |
| No filing history on record for this holder in this stock. | ||||||