LRI Investments, LLC

Position in EG — Everest Group, Ltd.

CIK 2023325 PALM BEACH GARDENS, FL

Position in EG

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$16,075

+$2,348 QoQ

Shares Held

+7.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#587

of 683 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

LRI Investments, LLC holds $87,172 across 5 Insurance - Reinsurance names. EG ranks #2 (18.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RGA	Reinsurance Group Of America Inc	328	$69,749
2	EG	Everest Group, Ltd. This page	45	$16,075
3	RNR	Renaissancere Holdings Ltd	4	$1,267
4	SPNT	SiriusPoint Ltd	2	$48
5	HG	Hamilton Insurance Group, Ltd.	1	$33

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$16,075	45	+7.1%	Shares	Sole	2026-07-14
2026-03-31	$13,727	42	+7.7%	Shares	Sole	2026-04-30
2025-12-31	$13,234	39	—	Shares	Sole	2026-02-04
No filing history on record for this holder in this stock.