Position in EG
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,191,004
New position
Shares Held
3,334
first reported quarter
Ownership
0.009%
of shares outstanding
% of Portfolio
1.28%
of 13F equity value
Holder Rank
#304
of 683 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Insurance - Reinsurance
Financial Services · as of Jun 30, 2026Allied Private Wealth LLC holds $1,191,004 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
|
3,334 | $1,191,004 |
All Filings in EG
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,191,004 | 3,334 | Shares | Sole | 2026-07-09 | |
| No filing history on record for this holder in this stock. | ||||||