Optimize Financial Inc

Position in EG — Everest Group, Ltd.

CIK 2033266 LAGUNA HILLS, CA

Position in EG

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$465,761

+$114,357 QoQ

Shares Held

1,425

+37.8% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Mar 31, 2026

Optimize Financial Inc holds $1,408,704 across 3 Insurance - Reinsurance names. EG ranks #3 (33.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RNR	Renaissancere Holdings Ltd	1,594	$473,784
2	RGA	Reinsurance Group Of America Inc	2,298	$469,159
3	EG	Everest Group, Ltd. This page	1,425	$465,761

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$465,761	1,425	+37.8%	Shares	Sole	2026-05-12
2025-06-30	$351,404	1,034	-0.6%	Shares	Sole	2025-08-13
2025-03-31	$377,863	1,040	—	Shares	Sole	2025-05-19
No filing history on record for this holder in this stock.