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
Invesco MSCI USA ETF Invesco Exchange-Traded Fund Trust II 7,2752.4M $0.02 %0.02 %as of May 31, 2026 ↗
Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust 7,2002.7M $0.03 %0.02 %as of Jul 31, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 7,1502.7M $0.20 %0.02 %as of Jul 31, 2026 ↗
Dimensional US Small Cap Value ETF Dimensional ETF Trust 7,0652.6M $0.03 %0.02 %as of Jul 31, 2026 ↗
AB Tax-Managed Wealth Appreciation Strategy AB PORTFOLIOS 7,0122.5M $0.23 %0.02 %as of Jun 30, 2026 ↗
SIIT GLOBAL MANAGED VOLATILITY FUND SEI INSTITUTIONAL INVESTMENTS TRUST 7,0002.3M $0.13 %0.02 %as of May 31, 2026 ↗
SIMT Tax-Managed Managed Volatility Fund SEI INSTITUTIONAL MANAGED TRUST 6,9602.5M $0.45 %0.02 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 6,8422.2M $0.02 %0.02 %as of May 31, 2026 ↗
GMO Alternative Allocation Fund GMO TRUST 6,7792.2M $0.27 %0.02 %as of May 31, 2026 ↗
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 6,7092.2M $0.29 %0.02 %as of May 31, 2026 ↗
NORTH SQUARE ALTRINSIC INTERNATIONAL EQUITY FUND Exchange Place Advisors Trust 6,6972.2M $2.62 %0.02 %as of May 31, 2026 ↗
Nuveen Small/Mid Cap Value Fund Nuveen Investment Trust 6,5622.3M $1.77 %0.02 %as of Jun 30, 2026 ↗
iShares Morningstar Small-Cap Value ETF iShares Trust 6,5542.5M $0.35 %0.02 %as of Jul 31, 2026 ↗
PSF Stock Index Portfolio Prudential Series Fund 6,5002.3M $0.02 %0.02 %as of Jun 30, 2026 ↗
Empower S&P 500 Index Fund EMPOWER FUNDS, INC. 6,3452.3M $0.02 %0.02 %as of Jun 30, 2026 ↗
American Beacon Man Large Cap Value Fund AMERICAN BEACON FUNDS 6,3402.3M $0.88 %0.02 %as of Jun 30, 2026 ↗
NEOS S&P 500(R) High Income ETF NEOS ETF Trust 6,2972.2M $0.02 %0.02 %as of Jun 30, 2026 ↗
Catholic Responsible Investments Small-Mid Cap Equity Fund Catholic Responsible Investments Funds 6,2462.3M $0.40 %0.02 %as of Jul 31, 2026 ↗
Transamerica Small/Mid Cap Value TRANSAMERICA FUNDS 6,2252.3M $0.36 %0.02 %as of Jul 31, 2026 ↗
Avantis U.S. Mid Cap Value ETF American Century ETF Trust 6,2202M $0.32 %0.02 %as of May 31, 2026 ↗
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 6,1622.3M $0.11 %0.02 %as of Jul 31, 2026 ↗
PIMCO RAE US Small Fund PIMCO Equity Series 6,1222.2M $0.06 %0.02 %as of Jun 30, 2026 ↗
EQ/Common Stock Index Portfolio EQ Advisors Trust 6,1002.2M $0.03 %0.02 %as of Jun 30, 2026 ↗
SIMT Tax-Managed Small/Mid Cap Fund SEI INSTITUTIONAL MANAGED TRUST 6,0602.2M $0.28 %0.02 %as of Jun 30, 2026 ↗
Large Cap Core Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 5,9302.1M $0.25 %0.02 %as of Jun 30, 2026 ↗
Aquarius International Fund RBB Fund, Inc. 5,9041.9M $0.23 %0.02 %as of May 31, 2026 ↗
MetLife Stock Index Portfolio Brighthouse Funds Trust II 5,8742.1M $0.02 %0.02 %as of Jun 30, 2026 ↗
AB US Equity ETF AB Active ETFs, Inc. 5,7841.9M $0.27 %0.02 %as of May 31, 2026 ↗
Parametric Equity Premium Income ETF Morgan Stanley ETF Trust 5,7702.1M $0.52 %0.02 %as of Jun 30, 2026 ↗
Storebrand Global All Countries Storebrand Asset Management AS 5,71517.8M SEK0.04 %0.01 %as of Mar 31, 2026 ↗
Fidelity Flex 500 Index Fund Fidelity Concord Street Trust 5,6581.8M $0.02 %0.01 %as of May 31, 2026 ↗
Dimensional US Large Cap Value ETF Dimensional ETF Trust 5,6062.1M $0.03 %0.01 %as of Jul 31, 2026 ↗
Penn Series Mid Cap Value Fund Penn Series Funds Inc 5,5592M $2.22 %0.01 %as of Jun 30, 2026 ↗
Catholic Responsible Investments Multi-Style US Equity Fund Catholic Responsible Investments Funds 5,4892.1M $0.28 %0.01 %as of Jul 31, 2026 ↗
Transamerica Small/Mid Cap Value VP TRANSAMERICA SERIES TRUST 5,4501.9M $0.34 %0.01 %as of Jun 30, 2026 ↗
Boston Partners Long/Short Research Fund RBB Fund, Inc. 5,4181.8M $0.30 %0.01 %as of May 31, 2026 ↗
M Capital Appreciation Fund NORTHERN LIGHTS FUND TRUST II 5,3141.9M $0.60 %0.01 %as of Jun 30, 2026 ↗
MML Small/Mid Cap Value Fund MML SERIES INVESTMENT FUND 5,3101.9M $1.44 %0.01 %as of Jun 30, 2026 ↗
Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. 5,2721.9M $0.03 %0.01 %as of Jun 30, 2026 ↗
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 5,1791.9M $0.09 %0.01 %as of Jul 31, 2026 ↗
Index 500 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 4,9941.8M $0.02 %0.01 %as of Jun 30, 2026 ↗
Brighthouse/Wellington Balanced Portfolio Brighthouse Funds Trust II 4,9891.8M $0.14 %0.01 %as of Jun 30, 2026 ↗
JNL/Mellon Financial Sector Fund JNL Series Trust 4,9391.8M $0.13 %0.01 %as of Jun 30, 2026 ↗
The Institutional U.S. Equity Portfolio HC Capital Trust 4,7841.7M $0.05 %0.01 %as of Jun 30, 2026 ↗
First Trust Mid Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 4,5351.7M $0.74 %0.01 %as of Jul 31, 2026 ↗
THE U.S. LARGE CAP VALUE SERIES DFA INVESTMENT TRUST CO 4,4721.7M $0.01 %0.01 %as of Jul 31, 2026 ↗
SA Franklin BW U.S. Large Cap Value Portfolio SUNAMERICA SERIES TRUST 4,4001.6M $0.13 %0.01 %as of Jul 31, 2026 ↗
PACE Small/Medium Co Value Equity Investments PACE SELECT ADVISORS TRUST 4,3601.6M $0.59 %0.01 %as of Jul 31, 2026 ↗
Swedbank Robur Access Global Swedbank Robur Fonder AB 4,35913.6M SEK0.02 %0.01 %as of Mar 31, 2026 ↗
Stock Index Fund VALIC Co I 4,3561.4M $0.02 %0.01 %as of May 31, 2026 ↗
Invesco S&P 500 Equal Weight Income Advantage ETF Invesco Actively Managed Exchange-Traded Fund Trust 4,3541.6M $0.16 %0.01 %as of Jul 31, 2026 ↗
Equity Index Portfolio PACIFIC SELECT FUND 4,3381.5M $0.02 %0.01 %as of Jun 30, 2026 ↗
Tax-Aware Overlay A Portfolio BERNSTEIN SANFORD C FUND INC 4,3191.5M $0.19 %0.01 %as of Jun 30, 2026 ↗
Democratic Large Cap Core ETF ADVISORS' INNER CIRCLE III 4,2781.5M $2.29 %0.01 %as of Jun 30, 2026 ↗
NVIT S&P 500 Index Fund Nationwide Variable Insurance Trust 4,2541.5M $0.02 %0.01 %as of Jun 30, 2026 ↗
EQ/500 Managed Volatility Portfolio EQ Advisors Trust 4,1941.5M $0.02 %0.01 %as of Jun 30, 2026 ↗
Boston Partners Global Equity Fund RBB Fund, Inc. 4,1531.3M $0.43 %0.01 %as of May 31, 2026 ↗
SGI U.S. Large Cap Core ETF RBB Fund, Inc. 4,1301.3M $0.69 %0.01 %as of May 31, 2026 ↗
T. Rowe Price Financial Services Fund, Inc. T. ROWE PRICE FINANCIAL SERVICES FUND, INC. 4,1161.5M $0.08 %0.01 %as of Jun 30, 2026 ↗
Timothy Plan US Large/Mid Cap Core ETF Timothy Plan 4,0431.4M $0.47 %0.01 %as of Jun 30, 2026 ↗
NYLIM VP S&P 500 Index Portfolio NYLIM VP FUNDS TRUST 3,9261.4M $0.02 %0.01 %as of Jun 30, 2026 ↗
Goldman Sachs S&P 500 Premium Income ETF Goldman Sachs ETF Trust 3,9131.4M $0.03 %0.01 %as of Jun 30, 2026 ↗
AQR Alternative Risk Premia Fund AQR Funds 3,7741.3M $0.20 %0.01 %as of Jun 30, 2026 ↗
Davis Financial Portfolio DAVIS VARIABLE ACCOUNT FUND INC 3,7201.3M $2.28 %0.01 %as of Jun 30, 2026 ↗
GMO Benchmark-Free Fund GMO TRUST 3,7081.2M $0.09 %0.01 %as of May 31, 2026 ↗
VictoryShares US 500 Volatility Wtd ETF Victory Portfolios II 3,6651.3M $0.25 %0.01 %as of Jun 30, 2026 ↗
Putnam Dynamic Asset Allocation Growth Fund Putnam Asset Allocation Funds 3,6321.3M $0.03 %0.01 %as of Jun 30, 2026 ↗
MOA EQUITY INDEX FUND MoA Funds Corp 3,5831.3M $0.02 %0.01 %as of Jun 30, 2026 ↗
iShares MSCI World ETF iShares, Inc. 3,5431.1M $0.01 %0.01 %as of May 31, 2026 ↗
Storebrand USA Storebrand Asset Management AS 3,52411M SEK0.02 %0.01 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 3,4741.1M $0.02 %0.01 %as of May 31, 2026 ↗
ProShares Ultra S&P500 ProShares Trust 3,4471.1M $0.01 %0.01 %as of May 31, 2026 ↗
NVIT Jacobs Levy Large Cap Core Fund Nationwide Variable Insurance Trust 3,4181.2M $0.47 %0.01 %as of Jun 30, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 3,4111.3M $0.16 %0.01 %as of Jul 31, 2026 ↗
BNY Mellon US Large Cap Core Equity ETF BNY Mellon ETF Trust 3,3771.3M $0.02 %0.01 %as of Jul 31, 2026 ↗
Invesco Zacks Multi-Asset Income ETF Invesco Exchange-Traded Fund Trust 3,3701.3M $1.01 %0.01 %as of Jul 31, 2026 ↗
Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST 3,2811.1M $0.02 %0.01 %as of May 31, 2026 ↗
JPMorgan U.S. Value Factor ETF J.P. Morgan Exchange-Traded Fund Trust 3,2731.2M $0.15 %0.01 %as of Jul 31, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 3,2471.2M $0.04 %0.01 %as of Jul 31, 2026 ↗
EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust 3,2421.2M $0.07 %0.01 %as of Jun 30, 2026 ↗
Optimum Small-Mid Cap Value Fund Optimum Fund Trust 3,2001.1M $0.14 %0.01 %as of Jun 30, 2026 ↗
ICON CONSUMER SELECT SCM Trust 3,2001.1M $4.38 %0.01 %as of Jun 30, 2026 ↗
U.S. Sector Rotation Fund John Hancock Funds II 3,1901M $0.02 %0.01 %as of May 31, 2026 ↗
Venerable Mid Cap Index Fund Venerable Variable Insurance Trust 3,1881.1M $0.10 %0.01 %as of Jun 30, 2026 ↗
EQUITY INDEX FUND GuideStone Funds 3,1731.1M $0.02 %0.01 %as of Jun 30, 2026 ↗
EQ/International Core Managed Volatility Portfolio EQ Advisors Trust 3,1491.1M $0.09 %0.01 %as of Jun 30, 2026 ↗
WisdomTree U.S. Multifactor Fund WisdomTree Trust 3,1171.1M $0.36 %0.01 %as of Jun 30, 2026 ↗
SIMT U.S. Managed Volatility Fund SEI INSTITUTIONAL MANAGED TRUST 3,1001.1M $0.23 %0.01 %as of Jun 30, 2026 ↗
Direxion Daily S&P 500 Bull 3X Shares Direxion Shares ETF Trust 3,0921.2M $0.02 %0.01 %as of Jul 31, 2026 ↗
iShares Core Dividend ETF iShares Trust 3,0711.1M $0.07 %0.01 %as of Jul 31, 2026 ↗
VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND 3,047987.3K $0.12 %0.01 %as of May 31, 2026 ↗
AGF U.S. Market Neutral Anti-Beta Fund AGF Investments Trust 3,0361.1M $0.38 %0.01 %as of Jun 30, 2026 ↗
MFS Blended Research Core Equity Fund MFS SERIES TRUST XI 2,9371M $0.07 %0.01 %as of Jun 30, 2026 ↗
Goldman Sachs ActiveBeta World Equity ETF Goldman Sachs ETF Trust 2,933950.4K $0.06 %0.01 %as of May 31, 2026 ↗
SIIT S&P 500 INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 2,919945.8K $0.02 %0.01 %as of May 31, 2026 ↗
Longview Advantage ETF RBB Fund Trust 2,919945.8K $0.14 %0.01 %as of May 31, 2026 ↗
Venerable Large Cap Index Fund Venerable Variable Insurance Trust 2,9081M $0.02 %0.01 %as of Jun 30, 2026 ↗
MML VIP Franklin Templeton Equity Fund MML Series Investment Fund II 2,9001M $0.11 %0.01 %as of Jun 30, 2026 ↗
MML Income & Growth Fund MML SERIES INVESTMENT FUND 2,8831M $0.77 %0.01 %as of Jun 30, 2026 ↗
Invesco S&P 500 Index Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) 2,883934.2K $0.02 %0.01 %as of May 31, 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