Position in EG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$491,905
-$310,838 QoQ
Shares Held
1,377
-43.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#405
of 683 holders
Holding Since
Jun 2024
9 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, 2026Lifeworks Advisors, LLC holds $491,905 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
|
1,377 | $491,905 |
All Filings in EG
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $491,905 | 1,377 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $802,743 | 2,456 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $805,616 | 2,374 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $791,870 | 2,261 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $807,823 | 2,377 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,497,282 | 4,121 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $6,146,959 | 16,959 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $4,805,794 | 12,265 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $240,423 | 631 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||