Position in EG
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$22,148
+$1,884 QoQ
Shares Held
62
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#577
of 683 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Reinsurance
Financial Services · as of Jun 30, 2026Caldwell Trust Co holds $22,148 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
|
62 | $22,148 |
All Filings in EG
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,148 | 62 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $20,264 | 62 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $21,039 | 62 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $21,714 | 62 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $21,070 | 62 | Shares | Sole | 2025-09-22 | |
| 2025-03-31 | $22,526 | 62 | Shares | Sole | 2025-09-23 | |
| 2024-12-31 | $22,472 | 62 | Shares | Sole | 2025-09-24 | |
| 2024-09-30 | $24,293 | 62 | Shares | Sole | 2025-09-24 | |
| 2024-06-30 | $23,623 | 62 | Shares | Sole | 2025-09-24 | |
| 2024-03-31 | $24,645 | 62 | Shares | Sole | 2025-09-24 | |
| 2023-12-31 | $21,921 | 62 | Shares | Sole | 2025-10-01 | |
| 2023-09-30 | $23,043 | 62 | Shares | Sole | 2025-10-01 | |
| 2023-06-30 | $21,195 | 62 | Shares | Sole | 2025-10-01 | |
| 2023-03-31 | $22,197 | 62 | Shares | Sole | 2025-10-01 | |
| 2022-12-31 | $20,538 | 62 | Shares | Sole | 2025-10-01 | |
| 2022-09-30 | $16,271 | 62 | Shares | Sole | 2025-10-01 | |
| 2022-06-30 | $40,360 | 144 | Shares | Sole | 2025-10-02 | |
| 2022-03-31 | $43,398 | 144 | Shares | Sole | 2025-10-02 | |
| 2021-12-31 | $39,718 | 145 | Shares | Sole | 2025-10-02 | |
| 2021-09-30 | $36,363 | 145 | Shares | Sole | 2025-10-02 | |
| 2021-06-30 | $36,541 | 145 | Shares | Sole | 2025-10-02 | |
| 2021-03-31 | $35,932 | 145 | Shares | Sole | 2025-10-02 | |
| 2020-12-31 | $33,943 | 145 | Shares | Sole | 2025-10-02 | |
| 2020-09-30 | $28,643 | 145 | Shares | Sole | 2025-10-02 | |
| 2020-06-30 | $29,899 | 145 | Shares | Sole | 2025-10-02 | |
| 2020-03-31 | $27,900 | 145 | Shares | Sole | 2025-10-02 | |
| No filing history on record for this holder in this stock. | ||||||