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Whipplewood Advisors, LLC

Position in EG — Everest Group, Ltd.

CIK 2052510 LITTLETON, CO

Position in EG

as of Jun 30, 2026 · filed Jul 27, 2026
Position Value
$3,215
-$16,069 QoQ
Shares Held
9
-84.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#634
of 683 holders
Holding Since
Dec 2024
6 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

Whipplewood Advisors, LLC holds $7,350 across 3 Insurance - Reinsurance names. EG ranks #1 (43.7% of the industry book) .

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

All Filings in EG

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6 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $3,215 9
2026-03-31 $19,284 59
2025-12-31 $678 2
2025-06-30 $23,109 68
2025-03-31 $8,356 80
2024-12-31 $24,284 67