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Abound Wealth Management

Position in EG — Everest Group, Ltd.

CIK 1950323 FRANKLIN, TN

Position in EG

as of Jun 30, 2026 · filed Jul 10, 2026
Position Value
$1,071
-$2,524 QoQ
Shares Held
3
-72.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#662
of 683 holders
Holding Since
Jun 2023
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, 2026

Abound Wealth Management holds $2,346 across 2 Insurance - Reinsurance names. EG ranks #2 (45.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 EG
Everest Group, Ltd.
This page
3 $1,071

All Filings in EG

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9 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,071 3
2026-03-31 $3,595 11
2025-12-31 $3,732 11
2025-09-30 $3,852 11
2025-06-30 $3,738 11
2024-03-31 $397 1
2023-12-31 $353 1
2023-09-30 $371 1
2023-06-30 $341 1