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
Catholic Responsible Investments Equity Index Fund Catholic Responsible Investments Funds 2,8761.1M $0.02 %0.01 %as of Jul 31, 2026 ↗
Invesco V.I. Equally-Weighted S&P 500 Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) 2,8561M $0.21 %0.01 %as of Jun 30, 2026 ↗
VANGUARD TAX-MANAGED BALANCED FUND VANGUARD TAX-MANAGED FUNDS 2,8551M $0.01 %0.01 %as of Jun 30, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 2,8401.1M $0.04 %0.01 %as of Jul 31, 2026 ↗
Putnam Dynamic Asset Allocation Balanced Fund Putnam Asset Allocation Funds 2,8381M $0.03 %0.01 %as of Jun 30, 2026 ↗
VictoryShares US 500 Enhanced Volatility Wtd ETF Victory Portfolios II 2,8331M $0.25 %0.01 %as of Jun 30, 2026 ↗
Gotham 1000 Value ETF Tidal Trust I 2,8201M $0.43 %0.01 %as of Jun 30, 2026 ↗
Overlay A Portfolio BERNSTEIN SANFORD C FUND INC 2,764987.4K $0.24 %0.01 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) Russell 1000 Low Volatility Focus ETF SPDR SERIES TRUST 2,720971.7K $0.28 %0.01 %as of Jun 30, 2026 ↗
SIIT U.S. MANAGED VOLATILITY FUND SEI INSTITUTIONAL INVESTMENTS TRUST 2,700874.9K $0.23 %0.01 %as of May 31, 2026 ↗
S&P 500 Pure Value Fund Rydex Series Funds 2,678956.7K $1.51 %0.01 %as of Jun 30, 2026 ↗
Handelsbanken Global Index Criteria Handelsbanken Fonder AB 2,6728.3M SEK0.01 %0.01 %as of Mar 31, 2026 ↗
Voya VACS Index Series S Portfolio Voya Investors Trust 2,667952.7K $0.02 %0.01 %as of Jun 30, 2026 ↗
MFS Blended Research Value Equity Fund MFS SERIES TRUST X 2,666863.9K $0.26 %0.01 %as of May 31, 2026 ↗
Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II 2,636854.1K $0.00 %0.01 %as of May 31, 2026 ↗
Xtrackers S&P 500 Scored & Screened ETF DBX ETF Trust 2,625850.6K $0.03 %0.01 %as of May 29, 2026 ↗
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 2,622981K $0.11 %0.01 %as of Jul 31, 2026 ↗
SIIT SMALL/MID CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST 2,600842.5K $0.10 %0.01 %as of May 31, 2026 ↗
Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO 2,566960.1K $0.05 %0.01 %as of Jul 31, 2026 ↗
Transamerica Small Cap Value TRANSAMERICA FUNDS 2,550954.1K $0.85 %0.01 %as of Jul 31, 2026 ↗
Parametric Volatility Risk Premium - Defensive Fund Eaton Vance Mutual Funds Trust 2,524944.4K $0.07 %0.01 %as of Jul 31, 2026 ↗
AQR Trend Total Return Fund AQR Funds 2,515898.4K $0.23 %0.01 %as of Jun 30, 2026 ↗
ProShares Ultra Financials ProShares Trust 2,509813K $0.12 %0.01 %as of May 31, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 2,504936.9K $0.02 %0.01 %as of Jul 31, 2026 ↗
JNL/DFA U.S. Core Equity Fund JNL Series Trust 2,415862.7K $0.05 %0.01 %as of Jun 30, 2026 ↗
Storebrand Global Multifactor Storebrand Asset Management AS 2,4127.5M SEK0.57 %0.01 %as of Mar 31, 2026 ↗
Leuthold Select Industries ETF Managed Portfolio Series 2,392854.5K $0.71 %0.01 %as of Jun 30, 2026 ↗
Venerable US Large Cap Core Equity Fund Venerable Variable Insurance Trust 2,365844.8K $0.13 %0.01 %as of Jun 30, 2026 ↗
iShares ESG Advanced MSCI USA ETF iShares Trust 2,337757.3K $0.05 %0.01 %as of May 31, 2026 ↗
SEB USA Exposure SEB Funds AB 2,3317.3M SEK0.03 %0.01 %as of Mar 31, 2026 ↗
iShares MSCI USA Size Factor ETF iShares Trust 2,294858.3K $0.20 %0.01 %as of Jul 31, 2026 ↗
SEB Active 55 SEB Funds AB 2,2547M SEK0.04 %0.01 %as of Mar 31, 2026 ↗
Schwab S&P 500 Index Portfolio SCHWAB ANNUITY PORTFOLIOS 2,249803.4K $0.02 %0.01 %as of Jun 30, 2026 ↗
Global X S&P 500 Covered Call ETF GLOBAL X FUNDS 2,201823.5K $0.03 %0.01 %as of Jul 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 2,122758K $0.04 %0.01 %as of Jun 30, 2026 ↗
Franklin Systematic Style Premia ETF Franklin Templeton ETF Trust 2,114755.2K $0.08 %0.01 %as of Jun 30, 2026 ↗
Avantis U.S. Large Cap Equity ETF American Century ETF Trust 2,111684K $0.05 %0.01 %as of May 31, 2026 ↗
SIMT Large Cap Fund SEI INSTITUTIONAL MANAGED TRUST 2,104751.6K $0.05 %0.01 %as of Jun 30, 2026 ↗
AB US Low Volatility Equity ETF AB Active ETFs, Inc. 2,103681.4K $0.33 %0.01 %as of May 31, 2026 ↗
Goldman Sachs MarketBeta U.S. Equity ETF Goldman Sachs ETF Trust 2,095678.8K $0.02 %0.01 %as of May 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST 2,087745.5K $0.10 %0.01 %as of Jun 30, 2026 ↗
First Trust Dividend Strength ETF First Trust Exchange-Traded Fund 2,086745.2K $2.03 %0.01 %as of Jun 30, 2026 ↗
Pacer Trendpilot US Large Cap ETF Pacer Funds Trust 2,076776.7K $0.02 %0.01 %as of Jul 31, 2026 ↗
Storebrand Global Plus Storebrand Asset Management AS 2,0676.4M SEK0.01 %0.01 %as of Mar 31, 2026 ↗
Voya RussellTM Mid Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 2,044730.2K $0.10 %0.01 %as of Jun 30, 2026 ↗
FIS Christian Stock Fund FIS Trust 2,042729.5K $0.93 %0.01 %as of Jun 30, 2026 ↗
SPP Generation 70-tal Storebrand Asset Management AS 2,0366.3M SEK0.02 %0.01 %as of Mar 31, 2026 ↗
Avantis U.S. Mid Cap Equity ETF American Century ETF Trust 2,030657.8K $0.16 %0.01 %as of May 31, 2026 ↗
American Beacon Diversified Fund American Beacon Institutional Funds Trust 2,028758.8K $0.13 %0.01 %as of Jul 31, 2026 ↗
SIIT LARGE CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST 2,000648.1K $0.10 %0.01 %as of May 31, 2026 ↗
T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 1,960700.2K $0.02 %0.01 %as of Jun 30, 2026 ↗
JPMorgan Diversified Return U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 1,955731.5K $0.16 %0.01 %as of Jul 31, 2026 ↗
Guardian Strategic Large Cap Core VIP Fund Guardian Variable Products Trust 1,946695.2K $0.39 %0.01 %as of Jun 30, 2026 ↗
BlackRock S&P 500 Index V.I. Fund BlackRock Variable Series Funds, Inc. 1,945694.8K $0.02 %0.01 %as of Jun 30, 2026 ↗
SEB Active 80 SEB Funds AB 1,9146M SEK0.06 %0.00 %as of Mar 31, 2026 ↗
BNY Mellon Stock Index Fund, Inc. BNY MELLON STOCK INDEX FUND, INC. 1,913683.4K $0.02 %0.00 %as of Jun 30, 2026 ↗
Columbia Large Cap Index Fund COLUMBIA FUNDS SERIES TRUST 1,908618.2K $0.02 %0.00 %as of May 31, 2026 ↗
Penn Series SMID Cap Value Fund Penn Series Funds Inc 1,902679.5K $1.43 %0.00 %as of Jun 30, 2026 ↗
SA Large Cap Index Portfolio SUNAMERICA SERIES TRUST 1,897709.8K $0.02 %0.00 %as of Jul 31, 2026 ↗
JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust 1,864665.9K $0.01 %0.00 %as of Jun 30, 2026 ↗
Calvert U.S. Mid Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. 1,861664.8K $0.13 %0.00 %as of Jun 30, 2026 ↗
Equity Income Fund RUSSELL INVESTMENT CO 1,856694.4K $0.45 %0.00 %as of Jul 31, 2026 ↗
DWS Small Mid Cap Value VIP DEUTSCHE DWS VARIABLE SERIES II 1,810646.6K $0.67 %0.00 %as of Jun 30, 2026 ↗
Invesco RAFI Strategic US ETF Invesco Exchange-Traded Self-Indexed Fund Trust 1,810586.5K $0.07 %0.00 %as of May 31, 2026 ↗
VOYA U.S. STOCK INDEX PORTFOLIO Voya Investors Trust 1,791639.8K $0.02 %0.00 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) 500 Fossil Fuel Reserves Free ETF SPDR SERIES TRUST 1,742622.3K $0.02 %0.00 %as of Jun 30, 2026 ↗
Dimensional VA U.S. Large Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 1,739650.6K $0.07 %0.00 %as of Jul 31, 2026 ↗
BNY Mellon S&P 500 Index Fund BNY MELLON INDEX FUNDS, INC. 1,705637.9K $0.02 %0.00 %as of Jul 31, 2026 ↗
John Hancock Multifactor Large Cap ETF John Hancock Exchange-Traded Fund Trust 1,697606.2K $0.05 %0.00 %as of Jun 30, 2026 ↗
iShares Dow Jones U.S. ETF iShares Trust 1,689631.9K $0.02 %0.00 %as of Jul 31, 2026 ↗
TIFF MULTI-ASSET FUND TIFF Multi-Asset Fund 1,650589.4K $0.04 %0.00 %as of Jun 30, 2026 ↗
First Trust Active Factor Large Cap ETF First Trust Exchange-Traded Fund VIII 1,634529.5K $0.08 %0.00 %as of May 31, 2026 ↗
VANGUARD U.S. MULTIFACTOR FUND VANGUARD WELLINGTON FUND 1,621525.3K $0.19 %0.00 %as of May 31, 2026 ↗
Morgan Stanley Pathway Large Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 1,615523.3K $0.01 %0.00 %as of May 31, 2026 ↗
Multi-Asset Strategy Fund RUSSELL INVESTMENT CO 1,610602.4K $0.10 %0.00 %as of Jul 31, 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 ↗
Columbia Variable Portfolio - Large Cap Index Fund Columbia Funds Variable Series Trust II 1,596570.1K $0.02 %0.00 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) MSCI USA StrategicFactors(SM) ETF SPDR SERIES TRUST 1,593569.1K $0.04 %0.00 %as of Jun 30, 2026 ↗
ProShares UltraPro S&P500 ProShares Trust 1,557504.5K $0.01 %0.00 %as of May 31, 2026 ↗
iShares Global Financials ETF iShares Trust 1,553554.8K $0.09 %0.00 %as of Jun 30, 2026 ↗
ATM Large Cap Managed Volatility Portfolio EQ Advisors Trust 1,548553K $0.02 %0.00 %as of Jun 30, 2026 ↗
NVIT BNY Mellon Dynamic U.S. Core Fund Nationwide Variable Insurance Trust 1,534548K $0.02 %0.00 %as of Jun 30, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 1,529546.2K $0.01 %0.00 %as of Jun 30, 2026 ↗
AVIP AB Mid Cap Core Portfolio AuguStar Variable Insurance Products Fund Inc 1,500535.8K $0.50 %0.00 %as of Jun 30, 2026 ↗
Invesco Russell 1000 Equal Weight ETF Invesco Exchange-Traded Fund Trust II 1,496484.7K $0.06 %0.00 %as of May 31, 2026 ↗
LargeCap S&P 500 Index Account Principal Variable Contract Funds, Inc 1,492533K $0.02 %0.00 %as of Jun 30, 2026 ↗
AZL S&P 500 Index Fund Allianz Variable Insurance Products Trust 1,491532.6K $0.02 %0.00 %as of Jun 30, 2026 ↗
THRIVENT LARGE CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 1,458520.8K $0.02 %0.00 %as of Jun 30, 2026 ↗
U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 1,457545.1K $0.09 %0.00 %as of Jul 31, 2026 ↗
SEB Stiftelsefond Utland SEB Funds AB 1,4444.5M SEK0.17 %0.00 %as of Mar 31, 2026 ↗
Optimize Strategy Index ETF Advisor Managed Portfolios 1,421507.6K $0.18 %0.00 %as of Jun 30, 2026 ↗
Clearwater Core Equity Fund Clearwater Investment Trust 1,402500.8K $0.03 %0.00 %as of Jun 30, 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 1,400500.1K $0.01 %0.00 %as of Jun 30, 2026 ↗
MassMutual Diversified Value Fund MASSMUTUAL SELECT FUNDS 1,400500.1K $0.11 %0.00 %as of Jun 30, 2026 ↗
Nuance Concentrated Value Fund Managed Portfolio Series 1,374514.1K $1.22 %0.00 %as of Jul 31, 2026 ↗
Disciplined Value Series Manning & Napier Fund, Inc. 1,372513.3K $0.39 %0.00 %as of Jul 31, 2026 ↗
Columbia Research Enhanced Value ETF Columbia ETF Trust I 1,363510K $0.15 %0.00 %as of Jul 31, 2026 ↗
Goldman Sachs MarketBeta U.S. 1000 Equity ETF Goldman Sachs ETF Trust II 1,337433.2K $0.02 %0.00 %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