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
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 6,7522.4M $0.19 %0.02 %as of Apr 30, 2026 ↗
NORTH SQUARE ALTRINSIC INTERNATIONAL EQUITY FUND Exchange Place Advisors Trust 6,6972.2M $2.59 %0.02 %as of Feb 28, 2026 ↗
GMO Implementation Fund GMO TRUST 6,6942.2M $0.10 %0.02 %as of Feb 28, 2026 ↗
Empower S&P 500 Index Fund EMPOWER FUNDS, INC. 6,6692.2M $0.02 %0.02 %as of Mar 31, 2026 ↗
American Beacon Man Large Cap Value Fund AMERICAN BEACON FUNDS 6,3402.1M $0.92 %0.02 %as of Mar 31, 2026 ↗
Nuveen Small/Mid Cap Value Fund Nuveen Investment Trust 6,2362M $1.84 %0.02 %as of Mar 31, 2026 ↗
MetLife Stock Index Portfolio Brighthouse Funds Trust II 6,2032M $0.02 %0.02 %as of Mar 31, 2026 ↗
Transamerica Small/Mid Cap Value VP TRANSAMERICA SERIES TRUST 6,2002M $0.38 %0.02 %as of Mar 31, 2026 ↗
SGI U.S. Large Cap Equity Fund RBB Fund, Inc. 6,1322.1M $1.02 %0.02 %as of Feb 28, 2026 ↗
EQ/Common Stock Index Portfolio EQ Advisors Trust 6,1002M $0.03 %0.02 %as of Mar 31, 2026 ↗
SIMT Tax-Managed Small/Mid Cap Fund SEI INSTITUTIONAL MANAGED TRUST 6,0602M $0.29 %0.02 %as of Mar 31, 2026 ↗
Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust 6,0602M $0.12 %0.02 %as of Mar 31, 2026 ↗
Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. 6,0342M $0.04 %0.02 %as of Mar 31, 2026 ↗
Large Cap Core Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 5,9301.9M $0.25 %0.02 %as of Mar 31, 2026 ↗
Aquarius International Fund RBB Fund, Inc. 5,8071.9M $0.24 %0.02 %as of Feb 28, 2026 ↗
Fidelity Flex 500 Index Fund Fidelity Concord Street Trust 5,7791.9M $0.02 %0.02 %as of Feb 28, 2026 ↗
Storebrand Global All Countries Storebrand Asset Management AS 5,71517.8M SEK0.04 %0.01 %as of Mar 31, 2026 ↗
Dimensional US Large Cap Value ETF Dimensional ETF Trust 5,7052M $0.03 %0.01 %as of Apr 30, 2026 ↗
NEOS S&P 500(R) High Income ETF NEOS ETF Trust 5,6651.9M $0.02 %0.01 %as of Mar 31, 2026 ↗
Penn Series Mid Cap Value Fund Penn Series Funds Inc 5,5591.8M $2.12 %0.01 %as of Mar 31, 2026 ↗
FT Vest SMID Rising Dividend Achievers Target Income ETF First Trust Exchange-Traded Fund IV 5,4842M $0.23 %0.01 %as of Apr 30, 2026 ↗
Boston Partners Long/Short Research Fund RBB Fund, Inc. 5,4181.8M $0.30 %0.01 %as of Feb 28, 2026 ↗
M Capital Appreciation Fund M FUND INC 5,3661.8M $0.67 %0.01 %as of Mar 31, 2026 ↗
NAA SMID CAP VALUE FUND New Age Alpha Funds Trust 5,3161.7M $0.61 %0.01 %as of Mar 31, 2026 ↗
Catholic Responsible Investments Multi-Style US Equity Fund Catholic Responsible Investments Funds 5,1961.9M $0.25 %0.01 %as of Apr 30, 2026 ↗
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 5,1551.8M $0.09 %0.01 %as of Apr 30, 2026 ↗
Brighthouse/Wellington Balanced Portfolio Brighthouse Funds Trust II 5,1081.7M $0.15 %0.01 %as of Mar 31, 2026 ↗
Parametric Equity Premium Income ETF Morgan Stanley ETF Trust 5,0501.7M $0.48 %0.01 %as of Mar 31, 2026 ↗
Index 500 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 4,9941.6M $0.02 %0.01 %as of Mar 31, 2026 ↗
Stock Index Fund VALIC Co I 4,9471.7M $0.03 %0.01 %as of Feb 28, 2026 ↗
The Institutional U.S. Equity Portfolio HC Capital Trust 4,9181.6M $0.06 %0.01 %as of Mar 31, 2026 ↗
EQ/500 Managed Volatility Portfolio EQ Advisors Trust 4,8491.6M $0.02 %0.01 %as of Mar 31, 2026 ↗
GMO Alternative Allocation Fund GMO TRUST 4,8391.6M $0.20 %0.01 %as of Feb 28, 2026 ↗
S&P 500 Pure Value Fund Rydex Series Funds 4,7511.6M $2.59 %0.01 %as of Mar 31, 2026 ↗
Timothy Plan US Large/Mid Cap Core ETF Timothy Plan 4,7201.5M $0.46 %0.01 %as of Mar 31, 2026 ↗
AGF U.S. Market Neutral Anti-Beta Fund AGF Investments Trust 4,6801.5M $0.37 %0.01 %as of Mar 31, 2026 ↗
PACE Small/Medium Co Value Equity Investments PACE SELECT ADVISORS TRUST 4,5841.6M $0.61 %0.01 %as of Apr 30, 2026 ↗
SA Franklin BW U.S. Large Cap Value Portfolio SUNAMERICA SERIES TRUST 4,5801.6M $0.13 %0.01 %as of Apr 30, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 4,5531.6M $0.21 %0.01 %as of Apr 30, 2026 ↗
THE U.S. LARGE CAP VALUE SERIES DFA INVESTMENT TRUST CO 4,4721.6M $0.01 %0.01 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) Russell 1000 Low Volatility Focus ETF SPDR SERIES TRUST 4,4501.5M $0.28 %0.01 %as of Mar 31, 2026 ↗
Swedbank Robur Access Global Swedbank Robur Fonder AB 4,35913.6M SEK0.02 %0.01 %as of Mar 31, 2026 ↗
Equity Index Portfolio PACIFIC SELECT FUND 4,3381.4M $0.02 %0.01 %as of Mar 31, 2026 ↗
NVIT S&P 500 Index Fund Nationwide Variable Insurance Trust 4,2541.4M $0.03 %0.01 %as of Mar 31, 2026 ↗
Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust 4,2201.4M $0.05 %0.01 %as of Mar 31, 2026 ↗
MOA EQUITY INDEX FUND MoA Funds Corp 4,2011.4M $0.02 %0.01 %as of Mar 31, 2026 ↗
Boston Partners Global Equity Fund RBB Fund, Inc. 4,1531.4M $0.45 %0.01 %as of Feb 28, 2026 ↗
Davis Financial Portfolio DAVIS VARIABLE ACCOUNT FUND INC 4,0701.3M $2.35 %0.01 %as of Mar 31, 2026 ↗
NYLIM VP S&P 500 Index Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST 4,0331.3M $0.02 %0.01 %as of Mar 31, 2026 ↗
Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST 4,0291.4M $0.01 %0.01 %as of Apr 30, 2026 ↗
Democratic Large Cap Core ETF ADVISORS' INNER CIRCLE III 3,8651.3M $2.33 %0.01 %as of Mar 31, 2026 ↗
VictoryShares US 500 Volatility Wtd ETF Victory Portfolios II 3,8291.3M $0.24 %0.01 %as of Mar 31, 2026 ↗
MFS Blended Research Core Equity Fund MFS SERIES TRUST XI 3,8111.2M $0.08 %0.01 %as of Mar 31, 2026 ↗
First Trust Mid Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 3,7301.3M $0.61 %0.01 %as of Apr 30, 2026 ↗
Putnam Dynamic Asset Allocation Growth Fund Putnam Asset Allocation Funds 3,6831.2M $0.03 %0.01 %as of Mar 31, 2026 ↗
Tax-Aware Overlay A Portfolio BERNSTEIN SANFORD C FUND INC 3,5831.2M $0.15 %0.01 %as of Mar 31, 2026 ↗
Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust 3,5661.3M $0.01 %0.01 %as of Apr 30, 2026 ↗
Storebrand USA Storebrand Asset Management AS 3,52411M SEK0.02 %0.01 %as of Mar 31, 2026 ↗
NAA LARGE CAP VALUE SERIES New Age Alpha Variable Funds Trust 3,5221.2M $0.62 %0.01 %as of Mar 31, 2026 ↗
EQ/International Core Managed Volatility Portfolio EQ Advisors Trust 3,4651.1M $0.10 %0.01 %as of Mar 31, 2026 ↗
Six Circles Managed Equity Portfolio U.S. Unconstrained Fund SIX CIRCLES TRUST 3,4601.1M $0.00 %0.01 %as of Mar 31, 2026 ↗
Invesco Zacks Multi-Asset Income ETF Invesco Exchange-Traded Fund Trust 3,4591.2M $1.03 %0.01 %as of Apr 30, 2026 ↗
NVIT Jacobs Levy Large Cap Core Fund Nationwide Variable Insurance Trust 3,4181.1M $0.49 %0.01 %as of Mar 31, 2026 ↗
Franklin U.S. Core Equity (IU) Fund Franklin Fund Allocator Series 3,4141.2M $0.10 %0.01 %as of Apr 30, 2026 ↗
Invesco S&P 500 Equal Weight Income Advantage ETF Invesco Actively Managed Exchange-Traded Fund Trust 3,3921.2M $0.16 %0.01 %as of Apr 30, 2026 ↗
BNY Mellon US Large Cap Core Equity ETF BNY Mellon ETF Trust 3,3731.2M $0.02 %0.01 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 3,3681.1M $0.02 %0.01 %as of Feb 28, 2026 ↗
U.S. Sector Rotation Fund John Hancock Funds II 3,3681.1M $0.02 %0.01 %as of Feb 28, 2026 ↗
ProShares Ultra S&P500 ProShares Trust 3,3671.1M $0.02 %0.01 %as of Feb 28, 2026 ↗
Venerable Mid Cap Index Fund Venerable Variable Insurance Trust 3,3201.1M $0.11 %0.01 %as of Mar 31, 2026 ↗
MML Equity Fund MML Series Investment Fund II 3,3001.1M $0.12 %0.01 %as of Mar 31, 2026 ↗
iShares MSCI World ETF iShares, Inc. 3,2621.1M $0.02 %0.01 %as of Feb 28, 2026 ↗
Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST 3,2161.1M $0.02 %0.01 %as of Feb 28, 2026 ↗
Optimum Small-Mid Cap Value Fund Optimum Fund Trust 3,2001M $0.14 %0.01 %as of Mar 31, 2026 ↗
ICON CONSUMER SELECT SCM Trust 3,2001M $4.17 %0.01 %as of Mar 31, 2026 ↗
GMO Benchmark-Free Fund GMO TRUST 3,1941.1M $0.08 %0.01 %as of Feb 28, 2026 ↗
EQUITY INDEX FUND GuideStone Funds 3,1731M $0.02 %0.01 %as of Mar 31, 2026 ↗
Catholic Responsible Investments Equity Index Fund Catholic Responsible Investments Funds 3,1511.1M $0.02 %0.01 %as of Apr 30, 2026 ↗
Invesco Russell 1000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 3,1401.1M $0.02 %0.01 %as of Feb 28, 2026 ↗
John Hancock Disciplined Value International Select ETF John Hancock Exchange-Traded Fund Trust 3,1281M $1.63 %0.01 %as of Mar 31, 2026 ↗
SIMT U.S. Managed Volatility Fund SEI INSTITUTIONAL MANAGED TRUST 3,1001M $0.21 %0.01 %as of Mar 31, 2026 ↗
Venerable Large Cap Index Fund Venerable Variable Insurance Trust 3,0971M $0.02 %0.01 %as of Mar 31, 2026 ↗
AQR Alternative Risk Premia Fund AQR Funds 3,051997.2K $0.21 %0.01 %as of Mar 31, 2026 ↗
VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND 3,0471M $0.13 %0.01 %as of Feb 28, 2026 ↗
SIIT S&P 500 INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 3,0391M $0.02 %0.01 %as of Feb 28, 2026 ↗
PACE Small/Medium Co Growth Equity Investments PACE SELECT ADVISORS TRUST 3,0201.1M $0.43 %0.01 %as of Apr 30, 2026 ↗
MML Income & Growth Fund MML SERIES INVESTMENT FUND 3,011984.1K $0.76 %0.01 %as of Mar 31, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 2,9941.1M $0.04 %0.01 %as of Apr 30, 2026 ↗
Invesco S&P 500 Index Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) 2,980999.8K $0.02 %0.01 %as of Feb 28, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 2,9641.1M $0.04 %0.01 %as of Apr 30, 2026 ↗
VictoryShares US 500 Enhanced Volatility Wtd ETF Victory Portfolios II 2,939960.6K $0.24 %0.01 %as of Mar 31, 2026 ↗
JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust 2,900947.9K $0.02 %0.01 %as of Mar 31, 2026 ↗
Nuveen Large Cap Growth Index Fund TIAA-CREF Funds 2,8801M $0.01 %0.01 %as of Apr 30, 2026 ↗
Putnam Dynamic Asset Allocation Balanced Fund Putnam Asset Allocation Funds 2,877940.3K $0.03 %0.01 %as of Mar 31, 2026 ↗
Voya VACS Index Series S Portfolio Voya Investors Trust 2,868937.4K $0.02 %0.01 %as of Mar 31, 2026 ↗
Invesco V.I. Equally-Weighted S&P 500 Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) 2,843929.2K $0.20 %0.01 %as of Mar 31, 2026 ↗
Gotham 1000 Value ETF Tidal Trust I 2,834926.3K $0.43 %0.01 %as of Mar 31, 2026 ↗
MFS Blended Research Value Equity Fund MFS SERIES TRUST X 2,800939.4K $0.29 %0.01 %as of Feb 28, 2026 ↗
JPMorgan U.S. Value Factor ETF J.P. Morgan Exchange-Traded Fund Trust 2,778991.1K $0.14 %0.01 %as of Apr 30, 2026 ↗
Goldman Sachs S&P 500 Premium Income ETF Goldman Sachs ETF Trust 2,772906K $0.03 %0.01 %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