Titelia

Fund shareholders of Everest Group Ltd

ISIN BMG3223R1088 · United States · LEI 549300N24XF2VV0B3570

Fund shareholders
686
Of which ETFs
176 510 other funds
Value held
4.5B $ 750.5M SEK · 787.9K €
Share of capital
35.9 % of 38.3M shares on Jul 27, 2026

686 funds hold this company. This table lists the 682 that declare it in a regulatory filing. The other 4 publish their holdings in their own reports. They are not in the table.

FundSharesValueWeight in fundShare of capital
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 1,279,973418.4M $0.02 %3.34 %as of Mar 31, 2026 ↗
VANGUARD 500 INDEX FUND VANGUARD INDEX FUNDS 1,034,085338M $0.02 %2.70 %as of Mar 31, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 931,318304.4M $0.18 %2.43 %as of Mar 31, 2026 ↗
VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 593,052193.8M $0.32 %1.55 %as of Mar 31, 2026 ↗
Fidelity 500 Index Fund Fidelity Concord Street Trust 534,223179.2M $0.02 %1.39 %as of Feb 28, 2026 ↗
Invesco S&P 500 Equal Weight ETF Invesco Exchange-Traded Fund Trust 524,999187.3M $0.21 %1.37 %as of Apr 30, 2026 ↗
iShares Core S&P 500 ETF iShares Trust 523,789171.2M $0.02 %1.37 %as of Mar 31, 2026 ↗
VANGUARD WINDSOR FUND VANGUARD WINDSOR FUNDS 396,080141.3M $0.58 %1.03 %as of Apr 30, 2026 ↗
VANGUARD EQUITY INCOME FUND VANGUARD FENWAY FUNDS 324,222106M $0.17 %0.85 %as of Mar 31, 2026 ↗
MFS Mid Cap Value Fund MFS SERIES TRUST XI 289,49194.6M $0.59 %0.76 %as of Mar 31, 2026 ↗
State Street(R) Financial Select Sector SPDR(R) ETF SELECT SECTOR SPDR TRUST 275,72090.1M $0.19 %0.72 %as of Mar 31, 2026 ↗
Undiscovered Managers Behavioral Value Fund UNDISCOVERED MANAGERS FUNDS 237,60077.7M $0.90 %0.62 %as of Mar 31, 2026 ↗
VANGUARD INSTITUTIONAL INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 229,88675.1M $0.02 %0.60 %as of Mar 31, 2026 ↗
VANGUARD INTERNATIONAL VALUE FUND VANGUARD TRUSTEES' EQUITY FUND 227,83781.3M $0.72 %0.59 %as of Apr 30, 2026 ↗
VANGUARD SELECTED VALUE FUND VANGUARD WHITEHALL FUNDS 191,63068.4M $1.04 %0.50 %as of Apr 30, 2026 ↗
VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS 163,41558.3M $0.06 %0.43 %as of Apr 30, 2026 ↗
iShares Russell Mid-Cap ETF iShares Trust 159,07952M $0.11 %0.41 %as of Mar 31, 2026 ↗
Fidelity Mid Cap Index Fund Fidelity Salem Street Trust 153,64654.8M $0.11 %0.40 %as of Apr 30, 2026 ↗
Disciplined Value International Fund John Hancock Investment Trust 142,37650.8M $0.76 %0.37 %as of Apr 30, 2026 ↗
Janus Henderson Mid Cap Value Fund JANUS INVESTMENT FUND 128,10241.9M $2.14 %0.33 %as of Mar 31, 2026 ↗
Schwab U.S. Mid-Cap ETF SCHWAB STRATEGIC TRUST 113,29338M $0.28 %0.30 %as of Feb 28, 2026 ↗
AQR Long-Short Equity Fund AQR Funds 108,98035.6M $0.44 %0.28 %as of Mar 31, 2026 ↗
iShares Core Dividend Growth ETF iShares Trust 91,26932.6M $0.08 %0.24 %as of Apr 30, 2026 ↗
Schwab S&P 500 Index Fund SCHWAB CAPITAL TRUST 89,71032M $0.02 %0.23 %as of Apr 30, 2026 ↗
AP7 Aktiefond Sjunde AP-fonden 89,016277.2M SEK0.02 %0.23 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 500(R) ETF SPDR SERIES TRUST 85,78528M $0.02 %0.22 %as of Mar 31, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 85,28028.6M $0.03 %0.22 %as of Feb 28, 2026 ↗
iShares Russell 1000 Value ETF iShares Trust 81,65526.7M $0.04 %0.21 %as of Mar 31, 2026 ↗
MFS Blended Research Mid Cap Equity Fund MFS Series Trust X 80,69127.1M $1.06 %0.21 %as of Feb 28, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 78,42926.3M $0.02 %0.20 %as of Feb 28, 2026 ↗
Invesco S&P 500 Pure Value ETF Invesco Exchange-Traded Fund Trust 77,76627.7M $1.52 %0.20 %as of Apr 30, 2026 ↗
Davis Financial Fund DAVIS SERIES INC 74,93124.5M $2.22 %0.20 %as of Mar 31, 2026 ↗
First Trust SMID Cap Rising Dividend Achievers ETF First Trust Exchange-Traded Fund VI 70,73623.1M $0.23 %0.18 %as of Mar 31, 2026 ↗
iShares S&P 500 Value ETF iShares Trust 70,22523M $0.05 %0.18 %as of Mar 31, 2026 ↗
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 70,09323.5M $0.17 %0.18 %as of Feb 28, 2026 ↗
Fidelity SAI U.S. Low Volatility Index Fund Fidelity Salem Street Trust 68,20224.3M $0.12 %0.18 %as of Apr 30, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 62,15120.9M $0.02 %0.16 %as of Feb 28, 2026 ↗
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 60,94719.9M $0.02 %0.16 %as of Mar 31, 2026 ↗
William Blair Small-Mid Cap Growth Fund WILLIAM BLAIR FUNDS 59,13219.3M $1.72 %0.15 %as of Mar 31, 2026 ↗
Select Insurance Portfolio Fidelity Select Portfolios 58,50019.6M $2.92 %0.15 %as of Feb 28, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 55,52419.8M $0.04 %0.14 %as of Apr 30, 2026 ↗
iShares Russell Mid-Cap Value ETF iShares Trust 51,29316.8M $0.12 %0.13 %as of Mar 31, 2026 ↗
iShares MSCI USA Value Factor ETF iShares Trust 50,82018.1M $0.15 %0.13 %as of Apr 30, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 50,66916.6M $0.02 %0.13 %as of Mar 31, 2026 ↗
First Trust Financials AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 48,76017.4M $1.62 %0.13 %as of Apr 30, 2026 ↗
Victory Income Stock Fund Victory Portfolios III 48,64217.4M $0.65 %0.13 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF SPDR SERIES TRUST 47,91115.7M $0.05 %0.12 %as of Mar 31, 2026 ↗
Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST 43,62914.6M $0.02 %0.11 %as of Feb 28, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 43,52015.5M $0.04 %0.11 %as of Apr 30, 2026 ↗
GuidePath Tactical Allocation Fund GPS Funds II 43,35714.2M $1.95 %0.11 %as of Mar 31, 2026 ↗
Vulcan Value Partners Fund Elevation Series Trust 42,99815.3M $5.99 %0.11 %as of Apr 30, 2026 ↗
Invesco Equally-Weighted S&P 500 Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) 42,25814.2M $0.20 %0.11 %as of Feb 28, 2026 ↗
AQR Equity Market Neutral Fund AQR Funds 42,02013.7M $0.41 %0.11 %as of Mar 31, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 40,66314.5M $0.04 %0.11 %as of Apr 30, 2026 ↗
FULLERTHALER BEHAVIORAL MID-CAP VALUE Capitol Series Trust 39,70013M $3.65 %0.10 %as of Mar 31, 2026 ↗
iShares Russell Mid-Cap Growth ETF iShares Trust 39,68113M $0.07 %0.10 %as of Mar 31, 2026 ↗
SEB Global Aktiefond SEB Funds AB 39,312122.4M SEK1.01 %0.10 %as of Mar 31, 2026 ↗
SEB Dynamisk Aktiefond SEB Funds AB 37,800117.7M SEK0.52 %0.10 %as of Mar 31, 2026 ↗
Fidelity SAI U.S. Value Index Fund Fidelity Salem Street Trust 36,39213M $0.16 %0.09 %as of Apr 30, 2026 ↗
HARTFORD CAPITAL APPRECIATION HLS FUND HARTFORD SERIES FUND INC 36,12311.8M $0.35 %0.09 %as of Mar 31, 2026 ↗
S&P 500 Index Master Portfolio Master Investment Portfolio 36,00011.8M $0.02 %0.09 %as of Mar 31, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 35,77212.8M $0.01 %0.09 %as of Apr 30, 2026 ↗
Franklin U.S. Mid Cap Multifactor Index ETF Franklin Templeton ETF Trust 34,65611.3M $0.68 %0.09 %as of Mar 31, 2026 ↗
iShares Core S&P U.S. Value ETF iShares Trust 34,27811.2M $0.05 %0.09 %as of Mar 31, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 33,78412.1M $0.02 %0.09 %as of Apr 30, 2026 ↗
JNL/MFS Mid Cap Value Fund JNL Series Trust 33,57911M $0.59 %0.09 %as of Mar 31, 2026 ↗
Invesco KBW Property & Casualty Insurance ETF Invesco Exchange-Traded Fund Trust II 32,50510.9M $3.94 %0.08 %as of Feb 28, 2026 ↗
Victory Growth & Income Fund Victory Portfolios III 30,46310.9M $0.49 %0.08 %as of Apr 30, 2026 ↗
Davis Select Financial ETF Davis Fundamental ETF Trust 30,24610.8M $2.30 %0.08 %as of Apr 30, 2026 ↗
AQR Large Cap Multi-Style Fund AQR Funds 30,1249.8M $0.85 %0.08 %as of Mar 31, 2026 ↗
iShares Russell 1000 ETF iShares Trust 30,0199.8M $0.02 %0.08 %as of Mar 31, 2026 ↗
MFS Core Equity Fund MFS SERIES TRUST I 29,6139.9M $0.16 %0.08 %as of Feb 28, 2026 ↗
LargeCap Value Fund III Principal Funds, Inc 29,26810.4M $0.46 %0.08 %as of Apr 30, 2026 ↗
Franklin Mutual U.S. Mid Cap Value Fund Franklin Value Investors Trust 28,91710.3M $1.35 %0.08 %as of Apr 30, 2026 ↗
Nuveen Multi Cap Value Fund Nuveen Investment Trust 28,5799.3M $0.88 %0.07 %as of Mar 31, 2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 27,97610M $0.06 %0.07 %as of Apr 30, 2026 ↗
John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust 27,3949M $0.18 %0.07 %as of Mar 31, 2026 ↗
VANGUARD ADVICE SELECT GLOBAL VALUE FUND VANGUARD WHITEHALL FUNDS 26,5499.5M $0.53 %0.07 %as of Apr 30, 2026 ↗
T. Rowe Price Equity Index 500 Fund T. ROWE PRICE INDEX TRUST, INC. 25,0088.2M $0.02 %0.07 %as of Mar 31, 2026 ↗
Large Cap Index Master Portfolio Master Investment Portfolio 24,8478.1M $0.02 %0.06 %as of Mar 31, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 24,3078.2M $0.02 %0.06 %as of Feb 28, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 24,2298.6M $0.02 %0.06 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) Insurance ETF SPDR SERIES TRUST 24,1177.9M $1.89 %0.06 %as of Mar 31, 2026 ↗
LSV Value Equity Fund ADVISORS' INNER CIRCLE FUND 24,1008.6M $0.75 %0.06 %as of Apr 30, 2026 ↗
iShares Russell 1000 Growth ETF iShares Trust 23,9977.8M $0.01 %0.06 %as of Mar 31, 2026 ↗
Invesco S&P 500 Revenue ETF Invesco Exchange-Traded Fund Trust II 23,8728M $0.10 %0.06 %as of Feb 28, 2026 ↗
Heartland Mid Cap Value Fund HEARTLAND GROUP INC. 23,3267.6M $1.65 %0.06 %as of Mar 31, 2026 ↗
American Beacon Large Cap Value Fund AMERICAN BEACON FUNDS 23,1238.2M $0.27 %0.06 %as of Apr 30, 2026 ↗
AB Large Cap Value Fund AB TRUST 22,9847.7M $1.59 %0.06 %as of Feb 28, 2026 ↗
iShares U.S. Financials ETF iShares Trust 22,8678.2M $0.24 %0.06 %as of Apr 30, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 22,7287.4M $0.01 %0.06 %as of Mar 31, 2026 ↗
AQR Large Cap Defensive Style Fund AQR Funds 22,4767.3M $0.54 %0.06 %as of Mar 31, 2026 ↗
Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST 22,1487.4M $0.05 %0.06 %as of Feb 28, 2026 ↗
Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust 22,1147.9M $0.05 %0.06 %as of Apr 30, 2026 ↗
VictoryShares US EQ Income Enhanced Volatility Wtd ETF Victory Portfolios II 22,0437.2M $1.00 %0.06 %as of Mar 31, 2026 ↗
VANGUARD FTSE SOCIAL INDEX FUND VANGUARD WORLD FUND 21,7037.3M $0.03 %0.06 %as of Feb 28, 2026 ↗
AQR Style Premia Alternative Fund AQR Funds 21,5777.1M $0.31 %0.06 %as of Mar 31, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 21,1357.5M $0.02 %0.06 %as of Apr 30, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 21,0917.5M $0.06 %0.06 %as of Apr 30, 2026 ↗
AB EQUITY INCOME FUND INC AB EQUITY INCOME FUND INC 21,0607.1M $0.99 %0.05 %as of Feb 28, 2026 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
Vulcan Value Partners Small Cap Fund Elevation Series Trust 6.72 %as of Apr 30, 2026 ↗
Vulcan Value Partners Fund Elevation Series Trust 5.99 %as of Apr 30, 2026 ↗
ICON CONSUMER SELECT SCM Trust 4.17 %as of Mar 31, 2026 ↗
Invesco KBW Property & Casualty Insurance ETF Invesco Exchange-Traded Fund Trust II 3.94 %as of Feb 28, 2026 ↗
FULLERTHALER BEHAVIORAL MID-CAP VALUE Capitol Series Trust 3.65 %as of Mar 31, 2026 ↗
GESTION BOUTIQUE VI, FI GESTION BOUTIQUE VI / NOAX GLOBAL ANDBANK WEALTH MANAGEMENT, SGIIC, S.A.U. 3.26 %as of Dec 31, 2025 ↗
Select Insurance Portfolio Fidelity Select Portfolios 2.92 %as of Feb 28, 2026 ↗
Fidelity Funds - American Growth Fund FIL Investment Management (Luxembourg) S.A. 2.68 %as of Apr 30, 2025 ↗
S&P 500 Pure Value Fund Rydex Series Funds 2.59 %as of Mar 31, 2026 ↗
NORTH SQUARE ALTRINSIC INTERNATIONAL EQUITY FUND Exchange Place Advisors Trust 2.59 %as of Feb 28, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q2631+1613,516,707+0.8 %
2026Q1615-4913,404,740-7.7 %
2025Q4664-2214,523,437-4.4 %
2025Q3686-615,196,583-9.1 %
2025Q2692-716,717,517+2.8 %
2025Q1699-3116,255,275-11.0 %
2024Q4730-618,272,409-2.6 %
2024Q3736-1318,766,021+2.7 %
2024Q2749+1918,272,161+14.9 %
2024Q1730+1215,897,464-7.6 %
2023Q471817,207,792
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Titelia. "Fund shareholders of Everest Group Ltd". https://titelia.com/en/stocks/everest-group-ltd-BMG3223R1088