True Wealth Design, LLC

Position in EG — Everest Group, Ltd.

CIK 1966033 AKRON, OH

Position in EG

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$66,802

+$31,503 QoQ

Shares Held

187

+73.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#543

of 683 holders

Holding Since

Mar 2024

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

True Wealth Design, LLC holds $158,036 across 5 Insurance - Reinsurance names. EG ranks #2 (42.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RGA	Reinsurance Group Of America Inc	386	$82,082
2	EG	Everest Group, Ltd. This page	187	$66,802
3	RNR	Renaissancere Holdings Ltd	14	$4,436
4	HG	Hamilton Insurance Group, Ltd.	122	$4,140
5	SPNT	SiriusPoint Ltd	24	$576

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$66,802	187	+73.1%	Shares	Sole	2026-07-16
2026-03-31	$35,299	108	-30.8%	Shares	Sole	2026-04-13
2025-12-31	$52,938	156	-35.3%	Shares	Sole	2026-01-08
2025-09-30	$84,405	241	+1317.6%	Shares	Sole	2025-10-21
2025-06-30	$5,777	17	+88.9%	Shares	Sole	2025-08-06
2025-03-31	$3,269	9	0.0%	Shares	Sole	2025-05-13
2024-09-30	$3,526	9	-99.6%	Shares	Sole	2024-11-14
2024-06-30	$877,489	2,303	+0.3%	Shares	Sole	2024-08-14
2024-03-31	$912,660	2,296	—	Shares	Sole	2024-05-14
No filing history on record for this holder in this stock.