E&G Advisors, LLC EG — EVEREST RE GROUP LTD

Ownership history in E&G Advisors, LLC  ·  29 quarters on record

AI Ownership Summary

E&G Advisors, LLC reported EVEREST RE GROUP LTD (EG) in 29 quarterly 13F filings from 2024 Q2 through 2026 Q3. Peak portfolio weight reached 0.15% in 2024 Q2. The latest visible filing shows EG at 0.08% 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 E&G Advisors, 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 Q3

EG was reported at 0.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.15% in 2024 Q2

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

Time in book
Holding Window
2024 Q2 to 2026 Q3

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.

EG stock page E&G Advisors, LLC fund profile E&G Advisors, LLC full holdings
How E&G Advisors, LLC held EG — position size vs. price
% of Fund (quarterly)    EG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 UNCHANGED — — — 1,090 — 0% 0.08% $398K 2026-10-13 $374.72
2026 Q2 REDUCED — — — 1,090 -10 -0.9% 0.08% $390K 2026-07-23 $373.53
2026 Q1 UNCHANGED — — — 1,100 — 0% 0.08% $361K 2026-04-21 $345.86
2025 Q4 REDUCED — — — 1,100 -30 -2.7% 0.08% $375K 2026-01-23 $317.92
2025 Q3 UNCHANGED — — — 1,130 — 0% 0.09% $396K 2025-10-21 $343.06
2025 Q2 REDUCED 10.7% +1.7% ❌ 1,130 -135 -10.7% 0.10% $385K 2025-07-14 $335.10
2025 Q1 UNCHANGED — — — 1,265 — 0% 0.13% $460K 2025-04-23 $347.95
2024 Q4 REDUCED — — — 1,265 -50 -3.8% 0.12% $459K 2025-01-24 $354.69
2024 Q3 UNCHANGED — — — 1,315 — 0% 0.14% $514K 2024-10-18 $371.31
2024 Q2 REDUCED — — — 1,315 -30 -2.2% 0.15% $500K 2024-07-18 $384.53
19 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding EG

As of 2026 Q3 — sorted by position size

Dupree Financial Group, LLC 2.44% EQUITABLE TRUST CO 3Y 7Y 1.05% Reflection Asset Management 0.71% Perpetual Ltd 3Y 7Y 0.7% DEPRINCE RACE & ZOLLO INC 3Y 7Y 0.67% BayBridge Capital Group, LLC 0.56% SACKS & ASSOCIATES, LLC 0.54% Gilman Hill Asset Management, LLC 3Y 7Y 0.46% Citadel Investment Advisory, Inc. 3Y 0.34% Worthington Financial Partners, LLC 0.28%

FAQ About E&G Advisors, 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 E&G Advisors, LLC reported owning EG?

E&G Advisors, LLC reported EG across 10 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

What was the largest reported EG position in E&G Advisors, LLC's portfolio?

The largest reported portfolio weight for EG was 0.15% in 2024 Q2.

What is the latest reported EG position on this page?

The most recent filing on this page is 2026 Q3, when E&G Advisors, LLC reported 1,090 shares, equal to 0.08% of portfolio, with an estimated market value of $398K.

What does the chart on this EG ownership page compare?

The chart compares E&G Advisors, 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.

How well did E&G Advisors, LLC time their EG position?

Based on 13F filing dates vs. subsequent EG price moves, E&G Advisors, LLC correctly timed 7 out of 15 reported position changes (47%). The annualised alpha on EG relative to SPY over the holding period was +33.1%.

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