Position in EG
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$21,433
+$1,822 QoQ
Shares Held
60
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#580
of 683 holders
Holding Since
Mar 2026
2 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, 2026Cassaday & Co Wealth Management LLC holds $170,288 across 2 Insurance - Reinsurance names. EG ranks #2 (12.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RGA |
Reinsurance Group Of America Inc
|
700 | $148,855 | |
| 2 | EG |
Everest Group, Ltd.
This page
|
60 | $21,433 |
All Filings in EG
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,433 | 60 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $19,611 | 60 | Shares | Sole | 2026-05-07 | |
| No filing history on record for this holder in this stock. | ||||||