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Clearstead Advisors, LLC

Position in EG — Everest Group, Ltd.

CIK 842775 CLEVELAND, OH

Position in EG

as of Jun 30, 2026 · filed Aug 6, 2026
Position Value
$201,477
+$168,466 QoQ
Shares Held
564
+458.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#518
of 683 holders
Holding Since
Mar 2021
17 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

Clearstead Advisors, LLC holds $220,068 across 6 Insurance - Reinsurance names. EG ranks #1 (91.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 EG
Everest Group, Ltd.
This page
564 $201,477

All Filings in EG

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17 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $201,477 564
2026-03-31 $33,011 101
2025-12-31 $382,108 1,126
2025-09-30 $577,529 1,649
2025-06-30 $288,872 850
2025-03-31 $38,876 107
2024-12-31 $35,158 97
2024-09-30 $34,089 87
2024-06-30 $33,148 87
2024-03-31 $34,582 87
2023-12-31 $30,761 87
2023-09-30 $2,601 7
2023-03-31 $44,752 125
2021-12-31 $2,191 8
2021-09-30 $2,006 8
2021-06-30 $3,024 12
2021-03-31 $5,699 23