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
NVIT U.S. 130/30 Equity Fund Nationwide Variable Insurance Trust 21,5497.7M $0.59 %0.06 %as of Jun 30, 2026 ↗
VANGUARD FTSE SOCIAL INDEX FUND VANGUARD WORLD FUND 21,5287M $0.02 %0.06 %as of May 31, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 21,5198.1M $0.02 %0.06 %as of Jul 31, 2026 ↗
VictoryShares US EQ Income Enhanced Volatility Wtd ETF Victory Portfolios II 21,0647.5M $1.05 %0.05 %as of Jun 30, 2026 ↗
Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST 20,5556.7M $0.04 %0.05 %as of May 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 20,4627.3M $0.01 %0.05 %as of Jun 30, 2026 ↗
Victory Growth & Income Fund Victory Portfolios III 20,2547.6M $0.33 %0.05 %as of Jul 31, 2026 ↗
AB US Large Cap Strategic Equities ETF AB Active ETFs, Inc. 20,1546.5M $0.52 %0.05 %as of May 31, 2026 ↗
1290 VT Equity Income Portfolio EQ Advisors Trust 19,9037.1M $1.58 %0.05 %as of Jun 30, 2026 ↗
SA AB Small & Mid Cap Value Portfolio SUNAMERICA SERIES TRUST 19,8107.4M $1.52 %0.05 %as of Jul 31, 2026 ↗
AQR Large Cap Defensive Style Fund AQR Funds 19,6787M $0.65 %0.05 %as of Jun 30, 2026 ↗
AQR Managed Futures Strategy Fund AQR Funds 19,3256.9M $0.22 %0.05 %as of Jun 30, 2026 ↗
iShares Russell 2500 ETF iShares Trust 19,0316.8M $0.19 %0.05 %as of Jun 30, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 19,0016.8M $0.02 %0.05 %as of Jun 30, 2026 ↗
Bridge Builder Large Cap Value Fund Bridge Builder Trust 18,4006.6M $0.02 %0.05 %as of Jun 30, 2026 ↗
T. Rowe Price Small-Mid Cap ETF T. Rowe Price Exchange-Traded Funds, Inc. 18,0496.4M $0.24 %0.05 %as of Jun 30, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 17,6286.6M $0.08 %0.05 %as of Jul 31, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 17,5475.7M $0.04 %0.05 %as of May 31, 2026 ↗
INTERNATIONAL EQUITY FUND GuideStone Funds 17,3796.2M $0.47 %0.05 %as of Jun 30, 2026 ↗
Disciplined Value International Trust John Hancock Variable Insurance Trust 16,9926.1M $0.78 %0.04 %as of Jun 30, 2026 ↗
Brighthouse/Wellington Large Cap Research Portfolio Brighthouse Funds Trust I 16,9366.1M $0.23 %0.04 %as of Jun 30, 2026 ↗
College Retirement Equities Fund - S&P 500 Index Account College Retirement Equities Fund 16,2715.8M $0.02 %0.04 %as of Jun 30, 2026 ↗
CAUSEWAY GLOBAL VALUE FUND CAUSEWAY CAPITAL MANAGEMENT TRUST 15,8325.7M $2.09 %0.04 %as of Jun 30, 2026 ↗
AQR Managed Futures Strategy HV Fund AQR Funds 15,8175.7M $0.35 %0.04 %as of Jun 30, 2026 ↗
Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust 15,6295.8M $0.04 %0.04 %as of Jul 31, 2026 ↗
State Street Equity 500 Index II Portfolio STATE STREET INSTITUTIONAL INVESTMENT TRUST 15,6005.6M $0.02 %0.04 %as of Jun 30, 2026 ↗
NVIT Jacobs Levy Large Cap Growth Fund Nationwide Variable Insurance Trust 15,5485.6M $0.99 %0.04 %as of Jun 30, 2026 ↗
AB Wealth Appreciation Strategy AB PORTFOLIOS 15,4565.5M $0.36 %0.04 %as of Jun 30, 2026 ↗
Touchstone Strategic Trust-Touchstone Value Fund Touchstone Strategic Trust 14,6595.2M $0.86 %0.04 %as of Jun 30, 2026 ↗
Nuveen Large Cap Value Index Fund TIAA-CREF Funds 14,6025.5M $0.04 %0.04 %as of Jul 31, 2026 ↗
First Trust Mid Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 14,4175.4M $0.39 %0.04 %as of Jul 31, 2026 ↗
Vulcan Value Partners Small Cap Fund Elevation Series Trust 13,9335.2M $6.41 %0.04 %as of Jul 31, 2026 ↗
Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust 13,3515M $0.04 %0.03 %as of Jul 31, 2026 ↗
LargeCap Value Fund III Principal Funds, Inc 13,1834.9M $0.21 %0.03 %as of Jul 31, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 13,0984.7M $0.04 %0.03 %as of Jun 30, 2026 ↗
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 12,9814.9M $0.24 %0.03 %as of Jul 31, 2026 ↗
EQ/Large Cap Value Managed Volatility Portfolio EQ Advisors Trust 12,8014.6M $0.12 %0.03 %as of Jun 30, 2026 ↗
iShares MSCI ACWI ETF iShares Trust 12,7564.8M $0.01 %0.03 %as of Jul 31, 2026 ↗
William Blair Small-Mid Cap Core Fund WILLIAM BLAIR FUNDS 12,7464.6M $1.69 %0.03 %as of Jun 30, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 12,6624.7M $0.02 %0.03 %as of Jul 31, 2026 ↗
Schwab 1000 Index Fund SCHWAB INVESTMENTS 12,5474.7M $0.02 %0.03 %as of Jul 31, 2026 ↗
VIP Index 500 Portfolio Variable Insurance Products Fund II 12,4914.5M $0.02 %0.03 %as of Jun 30, 2026 ↗
Global X Adaptive U.S. Factor ETF GLOBAL X FUNDS 12,2224M $0.47 %0.03 %as of May 31, 2026 ↗
Columbia Research Enhanced Core ETF Columbia ETF Trust I 12,0674.5M $0.08 %0.03 %as of Jul 31, 2026 ↗
Victory Value Fund Victory Portfolios III 12,0144.5M $0.30 %0.03 %as of Jul 31, 2026 ↗
SIMT Large Cap Value Fund SEI INSTITUTIONAL MANAGED TRUST 11,6184.2M $0.30 %0.03 %as of Jun 30, 2026 ↗
Stock Index Fund Northern Funds 11,6154.1M $0.02 %0.03 %as of Jun 30, 2026 ↗
Fidelity SAI U.S. Large Cap Index Fund Fidelity Salem Street Trust 11,5704.3M $0.02 %0.03 %as of Jul 31, 2026 ↗
FT Vest SMID Rising Dividend Achievers Target Income ETF First Trust Exchange-Traded Fund IV 11,5424.3M $0.47 %0.03 %as of Jul 31, 2026 ↗
VictoryShares US Large Cap High Div Volatility Wtd ETF Victory Portfolios II 11,4934.1M $1.05 %0.03 %as of Jun 30, 2026 ↗
MFS Low Volatility Equity Fund MFS SERIES TRUST I 11,4363.7M $1.19 %0.03 %as of May 31, 2026 ↗
Fidelity ZERO Large Cap Index Fund Fidelity Concord Street Trust 11,3074.2M $0.02 %0.03 %as of Jul 31, 2026 ↗
SGI U.S. Large Cap Equity Fund RBB Fund, Inc. 11,1123.6M $1.89 %0.03 %as of May 31, 2026 ↗
JNL/Mellon S&P 500 Index Fund JNL Series Trust 11,0533.9M $0.02 %0.03 %as of Jun 30, 2026 ↗
VALUE EQUITY FUND GuideStone Funds 10,8833.9M $0.44 %0.03 %as of Jun 30, 2026 ↗
Invesco S&P 500 Equal Weight Financials ETF Invesco Exchange-Traded Fund Trust 10,8764.1M $1.34 %0.03 %as of Jul 31, 2026 ↗
Victory Integrity Small/Mid-Cap Value Fund Victory Portfolios 10,7283.8M $1.03 %0.03 %as of Jun 30, 2026 ↗
MFS Low Volatility Global Equity Fund MFS SERIES TRUST I 10,7193.5M $1.18 %0.03 %as of May 31, 2026 ↗
Swedbank Robur Access USA Swedbank Robur Fonder AB 10,69033.3M SEK0.11 %0.03 %as of Mar 31, 2026 ↗
Timothy Plan High Dividend Stock ETF Timothy Plan 10,6523.8M $1.09 %0.03 %as of Jun 30, 2026 ↗
iShares Russell 3000 ETF iShares Trust 10,6123.8M $0.02 %0.03 %as of Jun 30, 2026 ↗
Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST 10,5123.9M $0.17 %0.03 %as of Jul 31, 2026 ↗
MFS Mid Cap Value Portfolio MFS VARIABLE INSURANCE TRUST III 10,4393.7M $0.57 %0.03 %as of Jun 30, 2026 ↗
SEB Världenfond SEB Funds AB 10,41632.4M SEK0.09 %0.03 %as of Mar 31, 2026 ↗
Old Westbury Small & Mid Cap Strategies Fund Old Westbury Funds Inc 9,9733.7M $0.04 %0.03 %as of Jul 31, 2026 ↗
Nuance Mid Cap Value Fund Managed Portfolio Series 9,9073.7M $1.26 %0.03 %as of Jul 31, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 9,8753.7M $0.03 %0.03 %as of Jul 31, 2026 ↗
T. Rowe Price Integrated U.S. Small-Mid Cap Core Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. 9,7023.5M $0.18 %0.03 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 1000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 9,6833.1M $0.01 %0.03 %as of May 31, 2026 ↗
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 9,5943.6M $0.02 %0.03 %as of Jul 31, 2026 ↗
Victory Integrity Mid-Cap Value Fund Victory Portfolios 9,5403.4M $0.91 %0.02 %as of Jun 30, 2026 ↗
VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND 9,3773M $0.02 %0.02 %as of May 31, 2026 ↗
VANGUARD S&P 500 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 9,3673M $0.05 %0.02 %as of May 31, 2026 ↗
Six Circles U.S. Unconstrained Equity Fund SIX CIRCLES TRUST 9,1803.3M $0.01 %0.02 %as of Jun 30, 2026 ↗
iShares MSCI USA Equal Weighted ETF iShares, Inc. 8,8882.9M $0.17 %0.02 %as of May 31, 2026 ↗
EQUITY INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 8,8533.2M $0.02 %0.02 %as of Jun 30, 2026 ↗
U.S. LARGE COMPANY PORTFOLIO DIMENSIONAL INVESTMENT GROUP INC 8,6413.2M $0.02 %0.02 %as of Jul 31, 2026 ↗
LVIP State Street S&P 500 Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 8,5403.1M $0.02 %0.02 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 8,5193M $0.02 %0.02 %as of Jun 30, 2026 ↗
Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST 8,4893.2M $0.02 %0.02 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) Russell 1000 Yield Focus ETF SPDR SERIES TRUST 8,4653M $0.42 %0.02 %as of Jun 30, 2026 ↗
JPMorgan Equity Index Fund JPMorgan Trust II 8,4083M $0.02 %0.02 %as of Jun 30, 2026 ↗
Länsförsäkringar Global Index Länsförsäkringar Fondförvaltning AB 8,38726.1M SEK0.02 %0.02 %as of Mar 31, 2026 ↗
Nuveen S&P 500 Index Fund TIAA-CREF Funds 8,2573.1M $0.02 %0.02 %as of Jul 31, 2026 ↗
Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST 8,2042.7M $0.01 %0.02 %as of May 31, 2026 ↗
LargeCap S&P 500 Index Fund Principal Funds, Inc 8,1563.1M $0.02 %0.02 %as of Jul 31, 2026 ↗
College Retirement Equities Fund - Global Equities Account College Retirement Equities Fund 8,1452.9M $0.01 %0.02 %as of Jun 30, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 8,1193M $0.05 %0.02 %as of Jul 31, 2026 ↗
EQ/Equity 500 Index Portfolio EQ Advisors Trust 8,0972.9M $0.02 %0.02 %as of Jun 30, 2026 ↗
500 Index Trust John Hancock Variable Insurance Trust 8,0782.9M $0.02 %0.02 %as of Jun 30, 2026 ↗
Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST 7,9913M $0.11 %0.02 %as of Jul 31, 2026 ↗
iShares MSCI USA Quality GARP ETF iShares Trust 7,8462.8M $0.11 %0.02 %as of Jun 30, 2026 ↗
GMO Implementation Fund GMO TRUST 7,8452.5M $0.11 %0.02 %as of May 31, 2026 ↗
Direxion Daily Financial Bull 3X Shares Direxion Shares ETF Trust 7,7962.9M $0.12 %0.02 %as of Jul 31, 2026 ↗
Janus Henderson VIT Mid Cap Value Portfolio Janus Aspen Series 7,6462.7M $2.22 %0.02 %as of Jun 30, 2026 ↗
First Trust/Dow Jones Dividend & Income Allocation Portfolio First Trust Variable Insurance Trust 7,4602.7M $0.36 %0.02 %as of Jun 30, 2026 ↗
Nationwide U.S. 130/30 Equity Portfolio Nationwide Mutual Funds 7,4452.8M $0.77 %0.02 %as of Jul 31, 2026 ↗
Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust 7,3942.6M $0.14 %0.02 %as of Jun 30, 2026 ↗
iShares Russell Mid-Cap Index Fund BlackRock Funds 7,3712.8M $0.11 %0.02 %as of Jul 31, 2026 ↗
Calvert U.S. Large Cap Value Responsible Index Fund Calvert Responsible Index Series, Inc. 7,3392.6M $0.12 %0.02 %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