Accurate Wealth Management, LLC EG β€” EVEREST RE GROUP LTD

Ownership history in Accurate Wealth Management, LLC  Β·  2 quarters on record

AI Ownership Summary

Accurate Wealth Management, LLC reported EVEREST RE GROUP LTD (EG) in 2 quarterly 13F filings from 2026 Q2 through 2026 Q2. Peak portfolio weight reached 0.09% in 2026 Q2. The latest visible filing shows EG at 0.09% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this EG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Accurate Wealth Management, LLC's position in EVEREST RE GROUP LTD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

EG was reported at 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.09% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Accurate Wealth Management, LLC held EG β€” position size vs. price
% of Fund (quarterly)    EG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED β€” β€” β€” 2,572 +2,535 +6851.4% 0.09% $953K 2026-07-15 $364.13
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Accurate Wealth Management, LLC and EG

These are the practical questions this page is built to answer before you even open the full history table.

How long has Accurate Wealth Management, LLC reported owning EG?

Accurate Wealth Management, LLC reported EG across 1 quarterly 13F filings, from 2026 Q2 through 2026 Q2.

What was the largest reported EG position in Accurate Wealth Management, LLC's portfolio?

The largest reported portfolio weight for EG was 0.09% in 2026 Q2.

What is the latest reported EG position on this page?

The most recent filing on this page is 2026 Q2, when Accurate Wealth Management, LLC reported 2,572 shares, equal to 0.09% of portfolio, with an estimated market value of $953K.

What does the chart on this EG ownership page compare?

The chart compares Accurate Wealth Management, LLC's quarterly EG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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