Skip to main content

HB Wealth Management, LLC

Position in EG — Everest Group, Ltd.

CIK 1911253 Atlanta, GA

Position in EG

as of Jun 30, 2026 · filed Jul 29, 2026
Position Value
$1,335,325
+$468,846 QoQ
Shares Held
3,738
+41.0% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#291
of 683 holders
Holding Since
Jun 2024
9 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

HB Wealth Management, LLC holds $2,906,406 across 3 Insurance - Reinsurance names. EG ranks #1 (45.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 EG
Everest Group, Ltd.
This page
3,738 $1,335,325

All Filings in EG

Export CSV
9 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,335,325 3,738
2026-03-31 $866,479 2,651
2025-12-31 $814,440 2,400
2025-09-30 $992,551 2,834
2025-06-30 $617,847 1,818
2025-03-31 $818,582 2,253
2024-12-31 $819,159 2,260
2024-09-30 $758,582 1,936
2024-06-30 $784,520 2,059