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
1290 VT Equity Income Portfolio EQ Advisors Trust 21,0556.9M $1.55 %0.05 %as of Mar 31, 2026 ↗
NVIT U.S. 130/30 Equity Fund Nationwide Variable Insurance Trust 20,8896.8M $0.75 %0.05 %as of Mar 31, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 20,8747.4M $0.09 %0.05 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 20,8617M $0.04 %0.05 %as of Feb 28, 2026 ↗
THE HARTFORD CAPITAL APPRECIATION FUND HARTFORD MUTUAL FUNDS, INC 20,3857.3M $0.12 %0.05 %as of Apr 30, 2026 ↗
Bridge Builder Large Cap Value Fund Bridge Builder Trust 19,9436.5M $0.03 %0.05 %as of Mar 31, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 19,3576.3M $0.02 %0.05 %as of Mar 31, 2026 ↗
AQR Managed Futures Strategy Fund AQR Funds 19,3256.3M $0.21 %0.05 %as of Mar 31, 2026 ↗
Disciplined Value Global Long/Short Fund John Hancock Investment Trust 18,3126M $0.91 %0.05 %as of Mar 31, 2026 ↗
Nuveen ESG Mid-Cap Value ETF NuShares ETF Trust 18,2646.5M $1.51 %0.05 %as of Apr 30, 2026 ↗
Brighthouse/Wellington Large Cap Research Portfolio Brighthouse Funds Trust I 17,8035.8M $0.25 %0.05 %as of Mar 31, 2026 ↗
INTERNATIONAL EQUITY FUND GuideStone Funds 17,3795.7M $0.47 %0.05 %as of Mar 31, 2026 ↗
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 17,2706.2M $0.30 %0.05 %as of Apr 30, 2026 ↗
Vulcan Value Partners Small Cap Fund Elevation Series Trust 17,1906.1M $6.72 %0.04 %as of Apr 30, 2026 ↗
SA AB Small & Mid Cap Value Portfolio SUNAMERICA SERIES TRUST 16,9066M $1.23 %0.04 %as of Apr 30, 2026 ↗
College Retirement Equities Fund - S&P 500 Index Account College Retirement Equities Fund 16,2715.3M $0.02 %0.04 %as of Mar 31, 2026 ↗
NVIT Jacobs Levy Large Cap Growth Fund Nationwide Variable Insurance Trust 16,1365.3M $1.15 %0.04 %as of Mar 31, 2026 ↗
CAUSEWAY GLOBAL VALUE FUND CAUSEWAY CAPITAL MANAGEMENT TRUST 15,6975.1M $2.12 %0.04 %as of Mar 31, 2026 ↗
Nuance Mid Cap Value Fund Managed Portfolio Series 15,6415.6M $1.93 %0.04 %as of Apr 30, 2026 ↗
State Street Equity 500 Index II Portfolio STATE STREET INSTITUTIONAL INVESTMENT TRUST 15,6005.1M $0.02 %0.04 %as of Mar 31, 2026 ↗
iShares Russell 2500 ETF iShares Trust 15,4975.1M $0.20 %0.04 %as of Mar 31, 2026 ↗
AB Wealth Appreciation Strategy AB PORTFOLIOS 15,4565.2M $0.36 %0.04 %as of Feb 28, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 15,1155.1M $0.04 %0.04 %as of Feb 28, 2026 ↗
Touchstone Strategic Trust-Touchstone Value Fund Touchstone Strategic Trust 14,8824.9M $0.86 %0.04 %as of Mar 31, 2026 ↗
SIMT Large Cap Value Fund SEI INSTITUTIONAL MANAGED TRUST 14,5304.7M $0.35 %0.04 %as of Mar 31, 2026 ↗
Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust 14,5075.2M $0.04 %0.04 %as of Apr 30, 2026 ↗
First Trust Mid Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 13,9185M $0.37 %0.04 %as of Apr 30, 2026 ↗
AB US Large Cap Strategic Equities ETF AB Active ETFs, Inc. 13,7144.6M $0.59 %0.04 %as of Feb 28, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 13,6674.9M $0.02 %0.04 %as of Apr 30, 2026 ↗
Nuveen Large Cap Value Index Fund TIAA-CREF Funds 13,4664.8M $0.04 %0.04 %as of Apr 30, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 13,0984.3M $0.05 %0.03 %as of Mar 31, 2026 ↗
Schwab 1000 Index Fund SCHWAB INVESTMENTS 12,8744.6M $0.02 %0.03 %as of Apr 30, 2026 ↗
VIP Index 500 Portfolio Variable Insurance Products Fund II 12,8404.2M $0.02 %0.03 %as of Mar 31, 2026 ↗
iShares MSCI ACWI ETF iShares Trust 12,7744.6M $0.01 %0.03 %as of Apr 30, 2026 ↗
William Blair Small-Mid Cap Core Fund WILLIAM BLAIR FUNDS 12,7534.2M $1.84 %0.03 %as of Mar 31, 2026 ↗
JNL/Mellon S&P 500 Index Fund JNL Series Trust 12,5604.1M $0.03 %0.03 %as of Mar 31, 2026 ↗
Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust 12,1594.3M $0.04 %0.03 %as of Apr 30, 2026 ↗
Victory Value Fund Victory Portfolios III 12,0144.3M $0.30 %0.03 %as of Apr 30, 2026 ↗
T. Rowe Price Small-Mid Cap ETF T. Rowe Price Exchange-Traded Funds, Inc. 11,9523.9M $0.25 %0.03 %as of Mar 31, 2026 ↗
MFS Low Volatility Equity Fund MFS SERIES TRUST I 11,9004M $1.16 %0.03 %as of Feb 28, 2026 ↗
VictoryShares US Large Cap High Div Volatility Wtd ETF Victory Portfolios II 11,4933.8M $1.00 %0.03 %as of Mar 31, 2026 ↗
iShares Russell 3000 ETF iShares Trust 11,3303.7M $0.02 %0.03 %as of Mar 31, 2026 ↗
Fidelity ZERO Large Cap Index Fund Fidelity Concord Street Trust 11,2984M $0.02 %0.03 %as of Apr 30, 2026 ↗
Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST 11,1084M $0.18 %0.03 %as of Apr 30, 2026 ↗
Victory Integrity Small/Mid-Cap Value Fund Victory Portfolios 11,0003.6M $1.10 %0.03 %as of Mar 31, 2026 ↗
VALUE EQUITY FUND GuideStone Funds 10,8833.6M $0.44 %0.03 %as of Mar 31, 2026 ↗
MFS Low Volatility Global Equity Fund MFS SERIES TRUST I 10,8033.6M $1.17 %0.03 %as of Feb 28, 2026 ↗
T. Rowe Price Financial Services Fund, Inc. T. ROWE PRICE FINANCIAL SERVICES FUND, INC. 10,7163.5M $0.20 %0.03 %as of Mar 31, 2026 ↗
Swedbank Robur Access USA Swedbank Robur Fonder AB 10,69033.3M SEK0.11 %0.03 %as of Mar 31, 2026 ↗
Invesco S&P 500 Equal Weight Financials ETF Invesco Exchange-Traded Fund Trust 10,6783.8M $1.38 %0.03 %as of Apr 30, 2026 ↗
Timothy Plan High Dividend Stock ETF Timothy Plan 10,5893.5M $1.02 %0.03 %as of Mar 31, 2026 ↗
MFS Mid Cap Value Portfolio MFS VARIABLE INSURANCE TRUST III 10,4393.4M $0.58 %0.03 %as of Mar 31, 2026 ↗
SEB Världenfond SEB Funds AB 10,41632.4M SEK0.09 %0.03 %as of Mar 31, 2026 ↗
College Retirement Equities Fund - Global Equities Account College Retirement Equities Fund 10,3513.4M $0.01 %0.03 %as of Mar 31, 2026 ↗
Stock Index Fund Northern Funds 10,3313.4M $0.02 %0.03 %as of Mar 31, 2026 ↗
Fidelity SAI U.S. Large Cap Index Fund Fidelity Salem Street Trust 10,3063.7M $0.02 %0.03 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 1000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 10,2273.4M $0.01 %0.03 %as of Feb 28, 2026 ↗
Old Westbury Small & Mid Cap Strategies Fund Old Westbury Funds Inc 9,9733.6M $0.04 %0.03 %as of Apr 30, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 9,8753.5M $0.03 %0.03 %as of Apr 30, 2026 ↗
Nuveen S&P 500 Index Fund TIAA-CREF Funds 9,7193.5M $0.03 %0.03 %as of Apr 30, 2026 ↗
VANGUARD S&P 500 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 9,6153.2M $0.05 %0.03 %as of Feb 28, 2026 ↗
Six Circles U.S. Unconstrained Equity Fund SIX CIRCLES TRUST 9,5623.1M $0.01 %0.02 %as of Mar 31, 2026 ↗
Victory Integrity Mid-Cap Value Fund Victory Portfolios 9,5403.1M $0.93 %0.02 %as of Mar 31, 2026 ↗
VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND 9,4103.2M $0.03 %0.02 %as of Feb 28, 2026 ↗
U.S. LARGE COMPANY PORTFOLIO DIMENSIONAL INVESTMENT GROUP INC 9,2363.3M $0.02 %0.02 %as of Apr 30, 2026 ↗
EQUITY INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 9,1263M $0.02 %0.02 %as of Mar 31, 2026 ↗
T. Rowe Price Integrated U.S. Small-Mid Cap Core Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. 9,1173M $0.21 %0.02 %as of Mar 31, 2026 ↗
EQ/Large Cap Value Managed Volatility Portfolio EQ Advisors Trust 9,0613M $0.09 %0.02 %as of Mar 31, 2026 ↗
iShares Morningstar Small-Cap Value ETF iShares Trust 9,0493.2M $0.50 %0.02 %as of Apr 30, 2026 ↗
JPMorgan Equity Index Fund JPMorgan Trust II 8,9932.9M $0.02 %0.02 %as of Mar 31, 2026 ↗
First Trust Long/Short Equity ETF First Trust Exchange-Traded Fund III 8,7463.1M $0.14 %0.02 %as of Apr 30, 2026 ↗
iShares MSCI USA Equal Weighted ETF iShares, Inc. 8,7152.9M $0.19 %0.02 %as of Feb 28, 2026 ↗
LargeCap S&P 500 Index Fund Principal Funds, Inc 8,5723.1M $0.02 %0.02 %as of Apr 30, 2026 ↗
LVIP SSGA S&P 500 Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 8,5402.8M $0.02 %0.02 %as of Mar 31, 2026 ↗
EQ/Equity 500 Index Portfolio EQ Advisors Trust 8,4302.8M $0.02 %0.02 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 8,3992.7M $0.02 %0.02 %as of Mar 31, 2026 ↗
Länsförsäkringar Global Index Länsförsäkringar Fondförvaltning AB 8,38726.1M SEK0.02 %0.02 %as of Mar 31, 2026 ↗
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 8,3163M $0.15 %0.02 %as of Apr 30, 2026 ↗
Fidelity Enhanced Mid Cap ETF Fidelity Covington Trust 8,3082.7M $0.05 %0.02 %as of Mar 31, 2026 ↗
Fidelity Large Cap Growth Index Fund Fidelity Salem Street Trust 8,2873M $0.01 %0.02 %as of Apr 30, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 8,1192.9M $0.05 %0.02 %as of Apr 30, 2026 ↗
Disciplined Value International Trust John Hancock Variable Insurance Trust 8,0212.6M $0.73 %0.02 %as of Mar 31, 2026 ↗
Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST 7,9512.8M $0.11 %0.02 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) Russell 1000 Yield Focus ETF SPDR SERIES TRUST 7,8812.6M $0.30 %0.02 %as of Mar 31, 2026 ↗
Janus Henderson Mid Cap Value Portfolio JANUS ASPEN SERIES 7,7942.5M $2.15 %0.02 %as of Mar 31, 2026 ↗
Direxion Daily Financial Bull 3X Shares Direxion Shares ETF Trust 7,7862.8M $0.14 %0.02 %as of Apr 30, 2026 ↗
AB Tax-Managed Wealth Appreciation Strategy AB PORTFOLIOS 7,7162.6M $0.25 %0.02 %as of Feb 28, 2026 ↗
JNL/Mellon Financial Sector Fund JNL Series Trust 7,5902.5M $0.18 %0.02 %as of Mar 31, 2026 ↗
500 Index Trust John Hancock Variable Insurance Trust 7,5252.5M $0.02 %0.02 %as of Mar 31, 2026 ↗
Nationwide U.S. 130/30 Equity Portfolio Nationwide Mutual Funds 7,4452.7M $0.71 %0.02 %as of Apr 30, 2026 ↗
First Trust/Dow Jones Dividend & Income Allocation Portfolio First Trust Variable Insurance Trust 7,3552.4M $0.33 %0.02 %as of Mar 31, 2026 ↗
iShares Russell Mid-Cap Index Fund BlackRock Funds 7,1992.6M $0.11 %0.02 %as of Apr 30, 2026 ↗
Invesco MSCI USA ETF Invesco Exchange-Traded Fund Trust II 7,1742.4M $0.02 %0.02 %as of Feb 28, 2026 ↗
Fidelity Mid Cap Growth Index Fund Fidelity Salem Street Trust 7,1262.3M $0.07 %0.02 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 7,0782.4M $0.02 %0.02 %as of Feb 28, 2026 ↗
Transamerica Small/Mid Cap Value TRANSAMERICA FUNDS 7,0252.5M $0.38 %0.02 %as of Apr 30, 2026 ↗
SIIT GLOBAL MANAGED VOLATILITY FUND SEI INSTITUTIONAL INVESTMENTS TRUST 7,0002.3M $0.13 %0.02 %as of Feb 28, 2026 ↗
SIMT Tax-Managed Managed Volatility Fund SEI INSTITUTIONAL MANAGED TRUST 6,9602.3M $0.40 %0.02 %as of Mar 31, 2026 ↗
Calvert U.S. Large Cap Value Responsible Index Fund Calvert Responsible Index Series, Inc. 6,9502.3M $0.12 %0.02 %as of Mar 31, 2026 ↗
PSF Stock Index Portfolio Prudential Series Fund 6,9002.3M $0.02 %0.02 %as of Mar 31, 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