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
EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust 2,765903.7K $0.06 %0.01 %as of Mar 31, 2026 ↗
Direxion Daily S&P 500 Bull 3X Shares Direxion Shares ETF Trust 2,750981.1K $0.02 %0.01 %as of Apr 30, 2026 ↗
Parametric Volatility Risk Premium - Defensive Fund Eaton Vance Mutual Funds Trust 2,742978.2K $0.07 %0.01 %as of Apr 30, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 2,737976.5K $0.02 %0.01 %as of Apr 30, 2026 ↗
VANGUARD TAX-MANAGED BALANCED FUND VANGUARD TAX-MANAGED FUNDS 2,700882.5K $0.01 %0.01 %as of Mar 31, 2026 ↗
Handelsbanken Global Index Criteria Handelsbanken Fonder AB 2,6728.3M SEK0.01 %0.01 %as of Mar 31, 2026 ↗
Transamerica Small Cap Value TRANSAMERICA FUNDS 2,615932.9K $0.90 %0.01 %as of Apr 30, 2026 ↗
Xtrackers S&P 500 Scored & Screened ETF DBX ETF Trust 2,605874K $0.04 %0.01 %as of Feb 27, 2026 ↗
SIIT SMALL/MID CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST 2,600872.3K $0.10 %0.01 %as of Feb 28, 2026 ↗
Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO 2,566915.4K $0.04 %0.01 %as of Apr 30, 2026 ↗
ProShares Ultra Financials ProShares Trust 2,566860.9K $0.12 %0.01 %as of Feb 28, 2026 ↗
Nuance Concentrated Value Fund Managed Portfolio Series 2,431867.3K $2.03 %0.01 %as of Apr 30, 2026 ↗
NAA SMID-CAP VALUE SERIES New Age Alpha Variable Funds Trust 2,419790.7K $0.61 %0.01 %as of Mar 31, 2026 ↗
Storebrand Global Multifactor Storebrand Asset Management AS 2,4127.5M SEK0.57 %0.01 %as of Mar 31, 2026 ↗
Venerable US Large Cap Core Equity Fund Venerable Variable Insurance Trust 2,365773K $0.13 %0.01 %as of Mar 31, 2026 ↗
Schwab S&P 500 Index Portfolio SCHWAB ANNUITY PORTFOLIOS 2,345766.5K $0.02 %0.01 %as of Mar 31, 2026 ↗
Overlay A Portfolio BERNSTEIN SANFORD C FUND INC 2,343765.8K $0.19 %0.01 %as of Mar 31, 2026 ↗
iShares MSCI USA Size Factor ETF iShares Trust 2,338834.1K $0.20 %0.01 %as of Apr 30, 2026 ↗
SEB USA Exposure SEB Funds AB 2,3317.3M SEK0.03 %0.01 %as of Mar 31, 2026 ↗
iShares ESG Advanced MSCI USA ETF iShares Trust 2,272762.2K $0.06 %0.01 %as of Feb 28, 2026 ↗
SEB Active 55 SEB Funds AB 2,2547M SEK0.04 %0.01 %as of Mar 31, 2026 ↗
FIS Christian Stock Fund FIS Trust 2,204739.4K $0.91 %0.01 %as of Feb 28, 2026 ↗
Global X S&P 500 Covered Call ETF GLOBAL X FUNDS 2,201785.2K $0.03 %0.01 %as of Apr 30, 2026 ↗
American Beacon Diversified Fund American Beacon Institutional Funds Trust 2,166772.7K $0.13 %0.01 %as of Apr 30, 2026 ↗
SA Large Cap Index Portfolio SUNAMERICA SERIES TRUST 2,162771.3K $0.02 %0.01 %as of Apr 30, 2026 ↗
Goldman Sachs MarketBeta U.S. Equity ETF Goldman Sachs ETF Trust 2,152722K $0.02 %0.01 %as of Feb 28, 2026 ↗
BlackRock S&P 500 Index V.I. Fund BlackRock Variable Series Funds, Inc. 2,142700.1K $0.02 %0.01 %as of Mar 31, 2026 ↗
Columbia Large Cap Index Fund COLUMBIA FUNDS SERIES TRUST 2,124712.6K $0.02 %0.01 %as of Feb 28, 2026 ↗
BNY Mellon Stock Index Fund, Inc. BNY MELLON STOCK INDEX FUND, INC. 2,122693.6K $0.03 %0.01 %as of Mar 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 2,122693.6K $0.04 %0.01 %as of Mar 31, 2026 ↗
SIMT Large Cap Fund SEI INSTITUTIONAL MANAGED TRUST 2,104687.7K $0.05 %0.01 %as of Mar 31, 2026 ↗
Pacer Trendpilot US Large Cap ETF Pacer Funds Trust 2,103750.3K $0.02 %0.01 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST 2,083680.8K $0.11 %0.01 %as of Mar 31, 2026 ↗
Voya RussellTM Mid Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 2,071676.9K $0.11 %0.01 %as of Mar 31, 2026 ↗
Storebrand Global Plus Storebrand Asset Management AS 2,0676.4M SEK0.01 %0.01 %as of Mar 31, 2026 ↗
SPP Generation 70-tal Storebrand Asset Management AS 2,0366.3M SEK0.02 %0.01 %as of Mar 31, 2026 ↗
SIIT LARGE CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST 2,000671K $0.10 %0.01 %as of Feb 28, 2026 ↗
Equity Income Fund RUSSELL INVESTMENT CO 1,979706K $0.47 %0.01 %as of Apr 30, 2026 ↗
ProShares UltraPro S&P500 ProShares Trust 1,963658.6K $0.01 %0.01 %as of Feb 28, 2026 ↗
T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 1,960640.6K $0.02 %0.01 %as of Mar 31, 2026 ↗
SEB Active 80 SEB Funds AB 1,9146M SEK0.06 %0.00 %as of Mar 31, 2026 ↗
JPMorgan Diversified Return U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 1,903678.9K $0.16 %0.00 %as of Apr 30, 2026 ↗
SIIT U.S. MANAGED VOLATILITY FUND SEI INSTITUTIONAL INVESTMENTS TRUST 1,900637.4K $0.21 %0.00 %as of Feb 28, 2026 ↗
iShares Morningstar Small-Cap ETF iShares Trust 1,882671.4K $0.25 %0.00 %as of Apr 30, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 1,881614.8K $0.01 %0.00 %as of Mar 31, 2026 ↗
VOYA U.S. STOCK INDEX PORTFOLIO Voya Investors Trust 1,866609.9K $0.02 %0.00 %as of Mar 31, 2026 ↗
DWS Small Mid Cap Value VIP DEUTSCHE DWS VARIABLE SERIES II 1,810591.6K $0.71 %0.00 %as of Mar 31, 2026 ↗
iShares Dow Jones U.S. ETF iShares Trust 1,796640.7K $0.02 %0.00 %as of Apr 30, 2026 ↗
Avantis U.S. Mid Cap Equity ETF American Century ETF Trust 1,794601.9K $0.19 %0.00 %as of Feb 28, 2026 ↗
Columbia Integrated Large Cap Growth Fund II COLUMBIA FUNDS SERIES TRUST I 1,780581.8K $0.74 %0.00 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) 500 Fossil Fuel Reserves Free ETF SPDR SERIES TRUST 1,762575.9K $0.02 %0.00 %as of Mar 31, 2026 ↗
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 1,740583.8K $0.08 %0.00 %as of Feb 28, 2026 ↗
Dimensional VA U.S. Large Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 1,739620.4K $0.07 %0.00 %as of Apr 30, 2026 ↗
SGI U.S. Large Cap Core ETF RBB Fund, Inc. 1,728579.7K $0.37 %0.00 %as of Feb 28, 2026 ↗
AZL S&P 500 Index Fund Allianz Variable Insurance Products Trust 1,719561.9K $0.02 %0.00 %as of Mar 31, 2026 ↗
BNY Mellon S&P 500 Index Fund BNY MELLON INDEX FUNDS, INC. 1,705608.3K $0.02 %0.00 %as of Apr 30, 2026 ↗
Invesco RAFI Strategic US ETF Invesco Exchange-Traded Self-Indexed Fund Trust 1,693568K $0.08 %0.00 %as of Feb 28, 2026 ↗
Columbia Variable Portfolio - Large Cap Index Fund Columbia Funds Variable Series Trust II 1,686551.1K $0.02 %0.00 %as of Mar 31, 2026 ↗
Calvert U.S. Mid Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. 1,684550.4K $0.13 %0.00 %as of Mar 31, 2026 ↗
LargeCap S&P 500 Index Account Principal Variable Contract Funds, Inc 1,683550.1K $0.02 %0.00 %as of Mar 31, 2026 ↗
John Hancock Multifactor Large Cap ETF John Hancock Exchange-Traded Fund Trust 1,679548.8K $0.05 %0.00 %as of Mar 31, 2026 ↗
TIFF MULTI-ASSET FUND TIFF Investment Program 1,650539.3K $0.04 %0.00 %as of Mar 31, 2026 ↗
Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II 1,622544.2K $0.00 %0.00 %as of Feb 28, 2026 ↗
iShares MSCI USA Quality GARP ETF iShares Trust 1,618528.8K $0.04 %0.00 %as of Mar 31, 2026 ↗
Multi-Asset Strategy Fund RUSSELL INVESTMENT CO 1,610574.4K $0.10 %0.00 %as of Apr 30, 2026 ↗
Skandia Global Exponering Skandia Fonder AB 1,6005M SEK0.02 %0.00 %as of Mar 31, 2026 ↗
Länsförsäkringar Multistrategi Länsförsäkringar Fondförvaltning AB 1,5985M SEK0.31 %0.00 %as of Mar 31, 2026 ↗
Disciplined Value Series Manning & Napier Fund, Inc. 1,591567.6K $0.39 %0.00 %as of Apr 30, 2026 ↗
iShares Global Financials ETF iShares Trust 1,587518.7K $0.10 %0.00 %as of Mar 31, 2026 ↗
ATM Large Cap Managed Volatility Portfolio EQ Advisors Trust 1,586518.4K $0.02 %0.00 %as of Mar 31, 2026 ↗
Morgan Stanley Pathway Large Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 1,581530.4K $0.01 %0.00 %as of Feb 28, 2026 ↗
AQR Managed Futures Strategy HV Fund AQR Funds 1,580516.4K $0.04 %0.00 %as of Mar 31, 2026 ↗
American Century U.S. Quality Value ETF American Century ETF Trust 1,576528.7K $0.15 %0.00 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) MSCI USA StrategicFactors(SM) ETF SPDR SERIES TRUST 1,547505.6K $0.03 %0.00 %as of Mar 31, 2026 ↗
THRIVENT LARGE CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 1,541503.7K $0.02 %0.00 %as of Mar 31, 2026 ↗
NVIT BNY Mellon Dynamic U.S. Core Fund Nationwide Variable Insurance Trust 1,534501.4K $0.02 %0.00 %as of Mar 31, 2026 ↗
MM S&P 500 Index Fund MASSMUTUAL SELECT FUNDS 1,517495.8K $0.02 %0.00 %as of Mar 31, 2026 ↗
JNL/DFA U.S. Core Equity Fund JNL Series Trust 1,504491.6K $0.04 %0.00 %as of Mar 31, 2026 ↗
MassMutual Diversified Value Fund MASSMUTUAL SELECT FUNDS 1,500490.3K $0.11 %0.00 %as of Mar 31, 2026 ↗
AB US Low Volatility Equity ETF AB Active ETFs, Inc. 1,476495.2K $0.26 %0.00 %as of Feb 28, 2026 ↗
Invesco Russell 1000 Equal Weight ETF Invesco Exchange-Traded Fund Trust II 1,455488.1K $0.06 %0.00 %as of Feb 28, 2026 ↗
SEB Stiftelsefond Utland SEB Funds AB 1,4444.5M SEK0.17 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs MarketBeta U.S. 1000 Equity ETF Goldman Sachs ETF Trust II 1,432480.4K $0.02 %0.00 %as of Feb 28, 2026 ↗
Optimize Strategy Index ETF Advisor Managed Portfolios 1,425465.8K $0.22 %0.00 %as of Mar 31, 2026 ↗
Columbia Large Cap Growth ETF Columbia ETF Trust I 1,410460.9K $0.69 %0.00 %as of Mar 31, 2026 ↗
Franklin Systematic Style Premia ETF Franklin Templeton ETF Trust 1,403458.6K $0.07 %0.00 %as of Mar 31, 2026 ↗
Clearwater Core Equity Fund Clearwater Investment Trust 1,402458.2K $0.03 %0.00 %as of Mar 31, 2026 ↗
Swedbank Robur Transfer 50 Swedbank Robur Fonder AB 1,4014.4M SEK0.04 %0.00 %as of Mar 31, 2026 ↗
AST Large-Cap Value Portfolio Advanced Series Trust 1,400457.6K $0.01 %0.00 %as of Mar 31, 2026 ↗
Hartford Alpha Capture Value ETF Hartford Funds Exchange-Traded Trust 1,396498K $0.29 %0.00 %as of Apr 30, 2026 ↗
Guardian Strategic Large Cap Core VIP Fund Guardian Variable Products Trust 1,380451.1K $0.25 %0.00 %as of Mar 31, 2026 ↗
VANGUARD WELLINGTON U.S. VALUE ACTIVE ETF VANGUARD WELLESLEY INCOME FUND 1,371448.1K $0.83 %0.00 %as of Mar 31, 2026 ↗
NYLI S&P 500 Index Fund NEW YORK LIFE INVESTMENTS FUNDS TRUST 1,325472.7K $0.02 %0.00 %as of Apr 30, 2026 ↗
MFS Core Equity Portfolio MFS VARIABLE INSURANCE TRUST II 1,312428.8K $0.16 %0.00 %as of Mar 31, 2026 ↗
Deutsche DWS Equity 500 Index Portfolio DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO 1,308427.5K $0.02 %0.00 %as of Mar 31, 2026 ↗
SIIT LARGE CAP INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 1,300436.1K $0.02 %0.00 %as of Feb 28, 2026 ↗
SA Multi-Managed Mid Cap Value Portfolio SEASONS SERIES TRUST 1,289421.3K $0.23 %0.00 %as of Mar 31, 2026 ↗
NAA ALL CAP VALUE SERIES New Age Alpha Variable Funds Trust 1,283419.3K $0.49 %0.00 %as of Mar 31, 2026 ↗
Lannebo Marknad Global Lannebo Kapitalförvaltning AB 1,2804M SEK0.03 %0.00 %as of Mar 31, 2026 ↗
NAA LARGE CAP VALUE FUND New Age Alpha Funds Trust 1,255410.2K $0.61 %0.00 %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