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Corient Private Wealth LLC

Position in EG — Everest Group, Ltd.

CIK 1948780 MIAMI, FL

Position in EG

as of Jun 30, 2026 · filed Aug 17, 2026
Position Value
$12,120,456
+$973,237 QoQ
Shares Held
33,929
-0.5% QoQ
Ownership
0.088%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#128
of 683 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority Sole 23% Shared 7% None 70%

Common Shares in EG Over Time

Shares Held

Position Value (USD)

Position in Insurance - Reinsurance

Financial Services · as of Jun 30, 2026

Corient Private Wealth LLC holds $36,807,502 across 5 Insurance - Reinsurance names. EG ranks #2 (32.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 EG
Everest Group, Ltd.
This page
33,929 $12,120,456

All Filings in EG

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15 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $12,120,456 33,929
2026-03-31 $11,147,219 34,105
2025-12-31 $6,321,751 18,629
2025-09-30 $7,026,313 20,062
2025-06-30 $6,476,520 19,057
2025-03-31 $8,982,969 24,724
2024-12-31 $9,547,921 26,342
2024-09-30 $11,087,220 28,296
2024-06-30 $9,487,397 24,900
2024-03-31 $7,112,865 17,894
2023-12-31 $7,138,780 20,190
2023-09-30 $6,962,865 18,734
2023-06-30 $6,533,628 19,112
2023-03-31 $7,088,437 19,799
2022-12-31 $6,345,476 19,155