Trail Ridge Investment Advisors, LLC
Position in EG — Everest Group, Ltd.
CIK 1911013
FORT COLLINS, CO
Position in EG
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$302,336
-$154,089 QoQ
Shares Held
925
-31.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 64%
Shared 0%
None 36%
Common Shares in EG Over Time
Shares Held
Position Value (USD)
All Filings in EG
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $302,336 | 925 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $456,425 | 1,345 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $432,884 | 1,236 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $406,460 | 1,196 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $406,566 | 1,119 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $515,418 | 1,422 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $557,182 | 1,422 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $550,954 | 1,446 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $426,120 | 1,072 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $401,666 | 1,136 | Shares | Sole | 2024-02-16 | |
| 2023-09-30 | $412,925 | 1,111 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $370,918 | 1,085 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $403,846 | 1,128 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $467,753 | 1,412 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $371,615 | 1,416 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $328,207 | 1,171 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $352,915 | 1,171 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $330,073 | 1,205 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||