Position in EG
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$251,132
+$36,392 QoQ
Shares Held
703
+7.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#493
of 683 holders
Holding Since
Sep 2025
4 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, 2026TRED AVON FAMILY WEALTH, LLC holds $251,132 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
|
703 | $251,132 |
All Filings in EG
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $251,132 | 703 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $214,740 | 657 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $209,378 | 617 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $219,944 | 628 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||