Titelia

Fund shareholders of Everest Group Ltd

ISIN BMG3223R1088 · United States · LEI 549300N24XF2VV0B3570

Fund shareholders
684
Of which ETFs
190 494 other funds
Value held
≈ 5B $ 4.9B $ · 750.5M SEK · 787.9K €
Share of capital
36.6 % of 38.3M shares on Jul 27, 2026

684 funds hold this company. This table lists the 680 that declare it in a regulatory filing. The other 4 publish their holdings in their own reports. The “Fund reports” tab lists them, with their weight.

FundSharesValueWeight in fundShare of capital
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 1,255,596448.5M $0.02 %3.27 %as of Jun 30, 2026 ↗
VANGUARD 500 INDEX FUND VANGUARD INDEX FUNDS 1,023,766365.7M $0.02 %2.67 %as of Jun 30, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 907,347324.1M $0.17 %2.37 %as of Jun 30, 2026 ↗
VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 574,887205.4M $0.30 %1.50 %as of Jun 30, 2026 ↗
Invesco S&P 500 Equal Weight ETF Invesco Exchange-Traded Fund Trust 554,174207.3M $0.21 %1.45 %as of Jul 31, 2026 ↗
iShares Core S&P 500 ETF iShares Trust 544,323194.4M $0.02 %1.42 %as of Jun 30, 2026 ↗
Fidelity 500 Index Fund Fidelity Concord Street Trust 520,840168.8M $0.02 %1.36 %as of May 31, 2026 ↗
First Trust Rising Dividend Achievers ETF First Trust Exchange-Traded Fund VI 369,424132M $0.54 %0.96 %as of Jun 30, 2026 ↗
MFS Mid Cap Value Fund MFS SERIES TRUST XI 286,065102.2M $0.59 %0.75 %as of Jun 30, 2026 ↗
VANGUARD EQUITY INCOME FUND VANGUARD FENWAY FUNDS 282,375100.9M $0.15 %0.74 %as of Jun 30, 2026 ↗
State Street(R) Financial Select Sector SPDR(R) ETF SELECT SECTOR SPDR TRUST 267,66495.6M $0.19 %0.70 %as of Jun 30, 2026 ↗
Undiscovered Managers Behavioral Value Fund UNDISCOVERED MANAGERS FUNDS 229,00081.8M $0.91 %0.60 %as of Jun 30, 2026 ↗
VANGUARD INTERNATIONAL VALUE FUND VANGUARD TRUSTEES' EQUITY FUND 226,45884.7M $0.72 %0.59 %as of Jul 31, 2026 ↗
VANGUARD INSTITUTIONAL INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 215,11576.8M $0.02 %0.56 %as of Jun 30, 2026 ↗
VANGUARD SELECTED VALUE FUND VANGUARD WHITEHALL FUNDS 186,43069.8M $1.00 %0.49 %as of Jul 31, 2026 ↗
iShares Russell Mid-Cap ETF iShares Trust 163,14658.3M $0.10 %0.43 %as of Jun 30, 2026 ↗
VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS 159,30759.6M $0.06 %0.42 %as of Jul 31, 2026 ↗
Fidelity Mid Cap Index Fund Fidelity Salem Street Trust 149,88056.1M $0.11 %0.39 %as of Jul 31, 2026 ↗
First Trust SMID Cap Rising Dividend Achievers ETF First Trust Exchange-Traded Fund VI 146,44652.3M $0.46 %0.38 %as of Jun 30, 2026 ↗
Disciplined Value International Fund John Hancock Investment Trust 142,37653.3M $0.78 %0.37 %as of Jul 31, 2026 ↗
Janus Henderson Mid Cap Value Fund Janus Investment Fund 128,10245.8M $2.26 %0.33 %as of Jun 30, 2026 ↗
Schwab U.S. Mid-Cap ETF SCHWAB STRATEGIC TRUST 109,99035.6M $0.24 %0.29 %as of May 31, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 103,06333.4M $0.03 %0.27 %as of May 31, 2026 ↗
AB Discovery Value Fund AB TRUST 103,03736.8M $1.44 %0.27 %as of Jun 30, 2026 ↗
MFS Blended Research Mid Cap Equity Fund MFS Series Trust X 99,25832.2M $1.10 %0.26 %as of May 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 500(R) ETF SPDR SERIES TRUST 94,39033.7M $0.02 %0.25 %as of Jun 30, 2026 ↗
AP7 Aktiefond Sjunde AP-fonden 89,016277.2M SEK0.02 %0.23 %as of Mar 31, 2026 ↗
Schwab S&P 500 Index Fund SCHWAB CAPITAL TRUST 88,84433.2M $0.02 %0.23 %as of Jul 31, 2026 ↗
iShares Russell 1000 Value ETF iShares Trust 88,49531.6M $0.04 %0.23 %as of Jun 30, 2026 ↗
AQR Long-Short Equity Fund AQR Funds 80,59428.8M $0.37 %0.21 %as of Jun 30, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 76,82724.9M $0.02 %0.20 %as of May 31, 2026 ↗
Davis Financial Fund DAVIS SERIES INC 74,17626.5M $2.29 %0.19 %as of Jun 30, 2026 ↗
Invesco S&P 500 GARP ETF Invesco Exchange-Traded Fund Trust 68,66125.7M $1.13 %0.18 %as of Jul 31, 2026 ↗
Fidelity SAI U.S. Low Volatility Index Fund Fidelity Salem Street Trust 68,49225.6M $0.11 %0.18 %as of Jul 31, 2026 ↗
Invesco S&P 500 Pure Value ETF Invesco Exchange-Traded Fund Trust 68,06025.5M $1.52 %0.18 %as of Jul 31, 2026 ↗
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 67,88922M $0.16 %0.18 %as of May 31, 2026 ↗
iShares Core Dividend Growth ETF iShares Trust 66,32024.8M $0.06 %0.17 %as of Jul 31, 2026 ↗
iShares S&P 500 Value ETF iShares Trust 65,05123.2M $0.05 %0.17 %as of Jun 30, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 64,47224.1M $0.17 %0.17 %as of Jul 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 61,98620.1M $0.02 %0.16 %as of May 31, 2026 ↗
iShares Russell Mid-Cap Value ETF iShares Trust 60,83621.7M $0.14 %0.16 %as of Jun 30, 2026 ↗
William Blair Small-Mid Cap Growth Fund WILLIAM BLAIR FUNDS 58,83221M $1.60 %0.15 %as of Jun 30, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 56,54021.2M $0.04 %0.15 %as of Jul 31, 2026 ↗
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 54,56219.5M $0.01 %0.14 %as of Jun 30, 2026 ↗
FT Vest Rising Dividend Achievers Target Income ETF First Trust Exchange-Traded Fund IV 54,28420.3M $0.57 %0.14 %as of Jul 31, 2026 ↗
Select Insurance Portfolio Fidelity Select Portfolios 51,80016.8M $2.92 %0.14 %as of May 31, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 50,30818M $0.02 %0.13 %as of Jun 30, 2026 ↗
First Trust Financials AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 49,76818.6M $1.65 %0.13 %as of Jul 31, 2026 ↗
Victory Income Stock Fund Victory Portfolios III 48,64218.2M $0.63 %0.13 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF SPDR SERIES TRUST 48,13517.2M $0.05 %0.13 %as of Jun 30, 2026 ↗
SIIT U.S. Equity Factor Allocation Fund SEI INSTITUTIONAL INVESTMENTS TRUST 47,24715.3M $0.40 %0.12 %as of May 31, 2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 46,16317.3M $0.10 %0.12 %as of Jul 31, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 43,52016.3M $0.04 %0.11 %as of Jul 31, 2026 ↗
SEI Enhanced U.S. Large Cap Value Factor ETF SEI EXCHANGE TRADED FUNDS 43,40015.5M $1.06 %0.11 %as of Jun 30, 2026 ↗
GuidePath Tactical Allocation Fund GPS Funds II 43,31015.5M $1.92 %0.11 %as of Jun 30, 2026 ↗
Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST 42,21913.7M $0.02 %0.11 %as of May 31, 2026 ↗
Invesco Equally-Weighted S&P 500 Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) 40,96313.3M $0.19 %0.11 %as of May 31, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 40,66315.2M $0.04 %0.11 %as of Jul 31, 2026 ↗
Disciplined Value Global Long/Short Fund John Hancock Investment Trust 39,47314.1M $1.09 %0.10 %as of Jun 30, 2026 ↗
SEB Global Aktiefond SEB Funds AB 39,312122.4M SEK1.01 %0.10 %as of Mar 31, 2026 ↗
iShares MSCI USA Value Factor ETF iShares Trust 39,07314.6M $0.16 %0.10 %as of Jul 31, 2026 ↗
FULLERTHALER BEHAVIORAL MID-CAP VALUE Capitol Series Trust 38,90013.9M $4.11 %0.10 %as of Jun 30, 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 36,99613.8M $0.15 %0.10 %as of Jul 31, 2026 ↗
S&P 500 Index Master Portfolio Master Investment Portfolio 35,87812.8M $0.02 %0.09 %as of Jun 30, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 34,90513.1M $0.01 %0.09 %as of Jul 31, 2026 ↗
AQR Equity Market Neutral Fund AQR Funds 34,55312.3M $0.43 %0.09 %as of Jun 30, 2026 ↗
John Hancock Disciplined Value International Select ETF John Hancock Exchange-Traded Fund Trust 34,27012.2M $1.73 %0.09 %as of Jun 30, 2026 ↗
iShares Core S&P U.S. Value ETF iShares Trust 34,00512.1M $0.05 %0.09 %as of Jun 30, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 33,78412.6M $0.02 %0.09 %as of Jul 31, 2026 ↗
JNL/MFS Mid Cap Value Fund JNL Series Trust 32,57011.6M $0.59 %0.08 %as of Jun 30, 2026 ↗
AB Discovery Value Portfolio AB VARIABLE PRODUCTS SERIES FUND, INC. 31,01111.1M $1.44 %0.08 %as of Jun 30, 2026 ↗
Franklin Mutual U.S. Mid Cap Value Fund Franklin Value Investors Trust 30,86011.5M $1.48 %0.08 %as of Jul 31, 2026 ↗
Invesco KBW Property & Casualty Insurance ETF Invesco Exchange-Traded Fund Trust II 30,3689.8M $4.06 %0.08 %as of May 31, 2026 ↗
AQR Large Cap Multi-Style Fund AQR Funds 30,12410.8M $0.56 %0.08 %as of Jun 30, 2026 ↗
AB EQUITY INCOME FUND INC AB EQUITY INCOME FUND INC 30,0089.7M $1.26 %0.08 %as of May 31, 2026 ↗
John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust 29,14810.4M $0.18 %0.08 %as of Jun 30, 2026 ↗
Nuveen Multi Cap Value Fund Nuveen Investment Trust 29,03410.4M $0.82 %0.08 %as of Jun 30, 2026 ↗
Davis Select Financial ETF Davis Fundamental ETF Trust 28,57410.7M $2.23 %0.07 %as of Jul 31, 2026 ↗
MFS Core Equity Fund MFS SERIES TRUST I 28,1639.1M $0.14 %0.07 %as of May 31, 2026 ↗
Franklin U.S. Mid Cap Multifactor Index ETF Franklin Templeton ETF Trust 27,5609.8M $0.64 %0.07 %as of Jun 30, 2026 ↗
iShares Russell 1000 ETF iShares Trust 27,5049.8M $0.02 %0.07 %as of Jun 30, 2026 ↗
Vulcan Value Partners Fund Elevation Series Trust 27,10110.1M $4.43 %0.07 %as of Jul 31, 2026 ↗
iShares U.S. Financials ETF iShares Trust 26,97010.1M $0.23 %0.07 %as of Jul 31, 2026 ↗
Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust 26,8749.6M $0.27 %0.07 %as of Jun 30, 2026 ↗
VictoryShares US Small Mid Cap Value Momentum ETF Victory Portfolios II 26,3939.4M $0.54 %0.07 %as of Jun 30, 2026 ↗
T. Rowe Price Equity Index 500 Fund T. ROWE PRICE INDEX TRUST, INC. 24,9978.9M $0.02 %0.07 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) Insurance ETF SPDR SERIES TRUST 24,3368.7M $1.90 %0.06 %as of Jun 30, 2026 ↗
Invesco S&P 500 Revenue ETF Invesco Exchange-Traded Fund Trust II 24,1587.8M $0.09 %0.06 %as of May 31, 2026 ↗
LSV Value Equity Fund ADVISORS' INNER CIRCLE FUND 24,1009M $0.73 %0.06 %as of Jul 31, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 24,0757.8M $0.02 %0.06 %as of May 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 24,0629M $0.02 %0.06 %as of Jul 31, 2026 ↗
Franklin Global Allocation Fund Franklin Fund Allocator Series 24,0348.6M $0.29 %0.06 %as of Jun 30, 2026 ↗
AB Large Cap Value Fund AB TRUST 23,3048.3M $1.57 %0.06 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 22,8617.4M $0.03 %0.06 %as of May 31, 2026 ↗
Heartland Mid Cap Value Fund HEARTLAND GROUP INC. 22,5618.1M $1.63 %0.06 %as of Jun 30, 2026 ↗
Large Cap Index Master Portfolio Master Investment Portfolio 22,5608.1M $0.02 %0.06 %as of Jun 30, 2026 ↗
Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust 22,2588.3M $0.05 %0.06 %as of Jul 31, 2026 ↗
American Beacon Large Cap Value Fund AMERICAN BEACON FUNDS 21,8198.2M $0.27 %0.06 %as of Jul 31, 2026 ↗
AQR Style Premia Alternative Fund AQR Funds 21,5777.7M $0.30 %0.06 %as of Jun 30, 2026 ↗

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Funds that publish their own holdings

FundWeight in fund
Fidelity Funds - American Growth Fund FIL Investment Management (Luxembourg) S.A. 2.68 %as of Apr 30, 2025 ↗
Pictet - Quest AI-Driven Global Equities Pictet Asset Management (Europe) S.A. 0.05 %as of Sep 30, 2025 ↗
Amundi Dynamique Climat Amundi Asset Management 0.04 %as of Sep 30, 2025 ↗
Pictet - USA Index Pictet Asset Management (Europe) S.A. 0.03 %as of Sep 30, 2025 ↗

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 6.41 %as of Jul 31, 2026 ↗
Vulcan Value Partners Fund Elevation Series Trust 4.43 %as of Jul 31, 2026 ↗
ICON CONSUMER SELECT SCM Trust 4.38 %as of Jun 30, 2026 ↗
FULLERTHALER BEHAVIORAL MID-CAP VALUE Capitol Series Trust 4.11 %as of Jun 30, 2026 ↗
Invesco KBW Property & Casualty Insurance ETF Invesco Exchange-Traded Fund Trust II 4.06 %as of May 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 ↗
AB Mid Cap Value Portfolio AB CAP FUND, INC. 2.94 %as of Jun 30, 2026 ↗
Select Insurance Portfolio Fidelity Select Portfolios 2.92 %as of May 31, 2026 ↗
Fidelity Funds - American Growth Fund FIL Investment Management (Luxembourg) S.A. 2.68 %as of Apr 30, 2025 ↗
NORTH SQUARE ALTRINSIC INTERNATIONAL EQUITY FUND Exchange Place Advisors Trust 2.62 %as of May 31, 2026 ↗

Quarter after quarter

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

QuarterShareholdersChangeSharesChange
2026Q3629-213,780,621+2.0 %
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
Cite this page

Titelia. "Fund shareholders of Everest Group Ltd". https://titelia.com/en/stocks/everest-group-ltd-BMG3223R1088