Position in EG
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$714
+$61 QoQ
Shares Held
2
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#665
of 683 holders
Holding Since
Jun 2025
4 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, 2026EVOLUTION WEALTH MANAGEMENT INC. holds $714 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
|
2 | $714 |
All Filings in EG
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $714 | 2 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $653 | 2 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $678 | 2 | Shares | Sole | 2026-02-10 | |
| 2025-06-30 | $4,418 | 13 | Shares | Sole | 2025-08-29 | |
| No filing history on record for this holder in this stock. | ||||||