EVEREST GROUP LTD · CUSIP G3223R108 · CIK 1989251
As of 2026-06-30, Dupree Financial Group, LLC reported 18.18K EG (shares), valued at $6.50M, or 2.43% of its reported non-derivative portfolio. Filed 2026-07-23.
Verify history & sources →Shares decreased 48.16%; reported value decreased 43.34%, and weight changed -2.18 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 2.43% | 18,184 | SEC filing ↗Filed Jul 23, 2026 |
| Q1 2026 | 4.61% | 35,075 | SEC filing ↗Filed Apr 23, 2026 |
| Q4 2025 | 4.36% | 35,226 | SEC filing ↗Filed Jan 29, 2026 |
| Q3 2025 | 3.91% | 29,380 | SEC filing ↗Filed Oct 29, 2025 |
| Q2 2025 | Not reported | Not reported | — |
| Q1 2025 | 2.50% | 16,911 | SEC filing ↗Filed Apr 30, 2025 |
| Q4 2024 | Not reported | Not reported | — |
| Q3 2024 | Not reported | Not reported | — |
| Q2 2024 | 1.89% | 10,927 | SEC filing ↗Filed Jul 23, 2024 |
| Q1 2024 | 2.43% | 13,706 | SEC filing ↗Filed Apr 19, 2024 |
| Q4 2023 | 2.37% | 13,713 | SEC filing ↗Filed Jan 31, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 2.37% | 13,713 | $4.85M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Jan 31, 2024 |
| Q1 2024 | 2.43% | 13,706 | $5.45M | Shares decreased 0.05%; reported value increased 12.37%, and weight changed +0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 19, 2024 |
| Q2 2024 | 1.89% | 10,927 | $4.16M | Shares decreased 20.28%; reported value decreased 23.58%, and weight changed -0.54 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 23, 2024 |
| Q3 2024 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q4 2024 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q1 2025 | 2.50% | 16,911 | $6.14M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Apr 30, 2025 |
| Q2 2025 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q3 2025 | 3.91% | 29,380 | $10.29M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Oct 29, 2025 |
| Q4 2025 | 4.36% | 35,226 | $11.95M | Shares increased 19.90%; reported value increased 16.17%, and weight changed +0.45 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 29, 2026 |
| Q1 2026 | 4.61% | 35,075 | $11.46M | Shares decreased 0.43%; reported value decreased 4.10%, and weight changed +0.25 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 23, 2026 |
| Q2 2026 | 2.43% | 18,184 | $6.50M | Shares decreased 48.16%; reported value decreased 43.34%, and weight changed -2.18 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 23, 2026 |
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.