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Private Wealth Management Group, LLC

Position in EG — Everest Group, Ltd.

CIK 2011342 PRINCETON, NJ

Position in EG

as of Jun 30, 2026 · filed Jul 27, 2026
Position Value
$3,215
+$274 QoQ
Shares Held
9
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#632
of 683 holders
Holding Since
Dec 2023
11 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, 2026

Private Wealth Management Group, LLC holds $42,026 across 5 Insurance - Reinsurance names. EG ranks #4 (7.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 EG
Everest Group, Ltd.
This page
9 $3,215

All Filings in EG

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11 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $3,215 9
2026-03-31 $2,941 9
2025-12-31 $3,054 9
2025-09-30 $8,755 25
2025-06-30 $3,058 9
2025-03-31 $8,356 23
2024-12-31 $9,786 27
2024-09-30 $12,538 32
2024-06-30 $12,573 33
2024-03-31 $3,577 9
2023-12-31 $4,950 14