Position in EG
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$28,578
+$2,430 QoQ
Shares Held
80
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#569
of 683 holders
Holding Since
Dec 2022
15 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, 2026Trifecta Capital Advisors, LLC holds $28,578 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
|
80 | $28,578 |
All Filings in EG
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,578 | 80 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $26,148 | 80 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $27,148 | 80 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $28,018 | 80 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $27,188 | 80 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $29,066 | 80 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $28,996 | 80 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $31,346 | 80 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $30,481 | 80 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $31,800 | 80 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $28,286 | 80 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $29,733 | 80 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $27,348 | 80 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $28,641 | 80 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $26,501 | 80 | Shares | Sole | 2023-01-18 | |
| No filing history on record for this holder in this stock. | ||||||