BARTLETT & CO. WEALTH MANAGEMENT LLC
Position in EG — Everest Group, Ltd.
CIK 2010186
CINCINNATI, OH
Position in EG
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$516,554
+$44,256 QoQ
Shares Held
1,446
+0.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#399
of 683 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in EG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Reinsurance
Financial Services · as of Jun 30, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $516,554 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
|
1,446 | $516,554 |
All Filings in EG
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $516,554 | 1,446 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $472,298 | 1,445 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $570,786 | 1,682 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $577,179 | 1,648 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $559,732 | 1,647 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $598,404 | 1,647 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $624,156 | 1,722 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $674,731 | 1,722 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $665,641 | 1,747 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $694,432 | 1,747 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $617,704 | 1,747 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $649,307 | 1,747 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $597,229 | 1,747 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $639,781 | 1,787 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $591,979 | 1,787 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $486,826 | 1,855 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $519,919 | 1,855 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 | $562,676 | 1,867 | Shares | Sole | 2024-02-14 | |
| 2021-12-31 | $500,725 | 1,828 | Shares | Sole | 2024-02-14 | |
| 2021-09-30 | $467,704 | 1,865 | Shares | Sole | 2024-02-14 | |
| 2021-06-30 | $520,400 | 2,065 | Shares | Sole | 2024-02-14 | |
| 2021-03-31 | $536,508 | 2,165 | Shares | Sole | 2024-02-14 | |
| 2020-12-31 | $502,123 | 2,145 | Shares | Sole | 2024-02-13 | |
| 2020-09-30 | $423,723 | 2,145 | Shares | Sole | 2024-02-13 | |
| 2020-06-30 | $5,216,860 | 25,300 | Shares | Sole | 2024-02-13 | |
| 2020-03-31 | $9,527,676 | 49,515 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||